Experienced Paraplanner

3 days ago

Coventry, Coventry, United Kingdom Burgh Recruitment Limited Full time
Job Opportunity

Paraplanner - Technical Administrator

Location: Remote or Hybrid

Salary: Highly Competitive + Bonus

Job Type: Full-time

About the Role:

We are seeking an experienced Paraplanner - Technical Administrator to join our team at Burgh Recruitment Limited. As a key member of our Private Client Team, you will be responsible for providing technical expertise to facilitate the financial planning process.

Key Responsibilities:

  • Checking client financial reviews and collating relevant information
  • Preparing suitability letters, advice sets, and illustrations
  • Providing technical expertise through research and analysis of financial planning solutions
  • Producing compliant financial planning reports for presentation to clients

Requirements:

  • Experience as a Paraplanner with strong administrative and report writing skills
  • Level 4 Diploma or equivalent in a related field
  • Knowledge of Life, Pension, and Investment products
  • Ability to manage high-value transactions efficiently
  • Excellent team fit and a positive approach to work-life balance

About Us:

Burgh Recruitment Limited is a leading recruitment agency specializing in financial services. We pride ourselves on providing a first-class service to our clients and candidates, and we are committed to excellence in everything we do.

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