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Financial Services Technical Specialist

2 months ago


London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

Position: Financial Services Technical Specialist

Location: City Office

Compensation: Competitive Salary + Performance Bonus + Benefits

Burgh Recruitment Ltd, a distinguished firm in the Financial Services sector, is seeking to recruit a knowledgeable Financial Services Technical Specialist to enhance our team.

Our organization is committed to delivering exceptional service, assisting clients in realizing their financial objectives through strategic planning and effective wealth management.

In this role, you will provide essential technical support, conducting thorough research and analysis of diverse financial planning options. You will serve as the primary resource for technical inquiries, focusing on the entire client experience, which includes:

  • Conducting in-depth research to identify appropriate financial solutions.
  • Preparing comprehensive and insightful reports.
  • Collaborating with team members to ensure accurate processing of business actions and updates following client review meetings.
  • Potentially participating in or leading client-facing discussions.

Your goal will be to produce well-crafted client reports that reflect your meticulous attention to detail and a deep understanding of client needs.

Qualifications:

  • Proven experience as a Technical Specialist or Paraplanner with strong report writing and analytical skills.
  • Possession of a Level 4 Diploma is advantageous but not mandatory if you have substantial experience in paraplanning or technical roles.
  • Familiarity with Life, Pension, and Investment products is essential.
  • We value team compatibility and promote a healthy work/life balance, seeking individuals who share our positive outlook.
  • Hybrid working arrangements may be considered, although our primary operations are office-based.

Burgh Recruitment Ltd is recognized for its expertise in providing a range of investment and retirement solutions tailored for a high-net-worth clientele. We are proud of our established reputation and successful track record in the industry.

Note: All candidates offered a position will undergo standard financial and identity verification processes.