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Experienced Paraplanner Wanted

2 months ago


Harrow Weald, Greater London, United Kingdom Burgh Recruitment Limited Full time
About the Role

We are seeking an experienced Paraplanner to join our team at Burgh Recruitment Limited. As a Paraplanner, you will play a crucial role in supporting our Financial Advisors and Partners in providing high-quality financial planning solutions to our clients.

Key Responsibilities
  • Provide technical expertise to support the development of financial planning solutions
  • Conduct research and analysis to identify suitable financial planning solutions
  • Produce compliant financial planning reports for our Financial Advisors and Partners
  • Liaise with the Administration team to ensure accurate processing and system updates
  • Attend client-facing meetings and provide advice on technical queries
Requirements
  • Experience as a Paraplanner with excellent report writing skills
  • Level 4 Diploma in Paraplanning or equivalent experience
  • Knowledge of Life, Pension, and Investment products
  • Strong attention to detail and ability to produce well-written client reports
About Us

Burgh Recruitment Limited is a leading recruitment agency specializing in financial services. We are committed to providing high-quality recruitment solutions to our clients and candidates.