Paraplanner (Pensions Management)

2 weeks ago

Edinburgh, United Kingdom Burgh Recruitment Limited Full time

depending on experience and qualifications + excellent benefits package)
Hours - Full Time
hybrid or remote working options
(Location is flexible and hybrid or remote working is an option for the right candidate)
The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions.
You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated.
The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You should be an experienced Paraplanner with great report writing skills
You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning
You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
Jamess Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
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