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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 clients with their wealth management and financial services needs.
Key Responsibilities:
- Collate client information and conduct product research to prepare suitability letters, illustrations, and reports for client meetings.
- Manage cases to completion and work with internal processing systems to ensure efficient and compliant case management.
- Provide high-level technical and administrative support to clients, maintaining excellent customer service standards.
- Liaise with colleagues and third parties to achieve deadlines and progress client requests within specific timescales.
- Produce well-thought-out and meaningful documentation that demonstrates attention to detail and understanding of client needs.
- Ensure that business obtained is processed compliantly at all times.
Requirements:
- Confident, numerate, and IT proficient individual with a can-do working style.
- Experience working in a wealth management or financial services environment, preferably with a Level 4 DipPFS qualification or working towards it.
- Significant industry experience with a desire to develop further.
- Study and exam support available for DipPFS qualification.
- Experience with administration of Inheritance Tax, Pension, or Investment products.
- Highly organized, able to prioritize workload, and possess excellent communication skills.
- Confident in dealing with third parties and able to work with total discretion.
About Us:
Burgh Recruitment Limited is a leading recruitment agency specializing in wealth management and financial services. We work with top companies in the industry to find talented professionals like you.
