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Financial Planning Specialist

2 months ago

Cirencester, Gloucestershire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

Financial Planning Specialist

**About the Role**

We are seeking an experienced Financial Planning Specialist to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our team, you will play a vital role in providing technical expertise to support and assist in the financial planning process.

**Key Responsibilities**

* Provide technical expertise to support and assist in the financial planning process
* Conduct detailed research and analysis of financial planning solutions
* Produce compliant financial planning reports for our Financial Advisors/Partners to present to clients
* Liaise with the Administration team to ensure business is accurately processed and systems are correctly updated

**Requirements**

* Experienced Paraplanner with great report writing skills
* Level 4 Diploma is desirable but not required if you have good paraplanning experience
* Experience of Life, Pension, and Investment products
* Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals
* Hybrid working is an option with 2-3 days a week available for WFH

**About Us**

St. James's Place plc (SJP) is a leading, highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £181.9bn. This business is well established and highly successful.

**How to Apply**

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.