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West Malling, Kent, United Kingdom Burgh Recruitment Limited Full timeExciting Opportunity for a Junior ParaplannerWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Limited. As a Junior Paraplanner, you will play a key role in supporting our financial planning team and contributing to the success of our clients.Key Responsibilities:Assist in the preparation of financial...
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West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJunior Paraplanner RoleWe are seeking a highly organized and detail-oriented Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a crucial role in supporting our financial planning team in delivering exceptional client service.Key Responsibilities:Collate client information and product...
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West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJunior Paraplanner RoleWe are seeking a highly organized and detail-oriented Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a crucial role in supporting our financial planning team in delivering exceptional client service.Key Responsibilities:Collate client information and product...
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West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJunior Paraplanner Job DescriptionWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a crucial role in supporting our financial planning team in delivering exceptional client service.Key Responsibilities:Collate client information and...
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Junior Paraplanner
2 months ago
Job Summary:
We are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Limited. As a Junior Paraplanner, you will play a key role in supporting our wealth management business by providing administrative support and assisting with client cases.
Key Responsibilities:
- Collate client information and product research to support client meetings
- Prepare suitability letters, illustrations, and reports for client meetings
- Manage cases to completion and work with internal processing systems
- Provide technical and administrative support to clients and colleagues
- Liaise with colleagues and third parties to achieve deadlines and progress client requests
Requirements:
- Confident and numerate individual with excellent IT skills
- Professional and organized with a can-do working style
- Experience in wealth management or a related field (desirable)
- Ability to work with discretion and maintain confidentiality
- Study and exam support available for DipPFS qualification
About Us:
Burgh Recruitment Limited is a leading recruitment agency specializing in wealth management and financial services. We are committed to providing exceptional service to our clients and candidates.
