Financial Planning Assistant

1 month ago

Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time
{"title": "Paraplanner", "description": "Job Summary

We are seeking a skilled Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our Financial Advisors in providing high-quality financial planning solutions to our clients.

Key Responsibilities
  • Conduct research to source suitable financial solutions and prepare detailed reports for our Financial Advisors.
  • Transact client investments and assist with the preparation of presentations and documentation required for client meetings.
  • Input and maintain detailed client information to support the Advisor team and ensure all client files remain compliant.
  • Provide an efficient, friendly, and professional point of contact for clients and enquiries by telephone, email, and in person.
  • Process new business and liaise with SJP admin teams.
Requirements
  • Working towards DipPFS qualification or already qualified and looking to develop your knowledge further.
  • Previous experience within a Wealth Management firm or IFA practice is desirable.
  • Understanding of regulations and products, and their practical application.
  • IT proficient and able to use the full office suite of programmes.
  • Excellent English language and grammar skills and able to communicate effectively.
About Us

Burgh Recruitment Ltd (Financial Services) is a leading recruitment agency specializing in the financial services industry. We pride ourselves on providing high-quality recruitment services to our clients and candidates.

As a Paraplanner at Burgh Recruitment Ltd (Financial Services), you will have the opportunity to work with a talented team of professionals and contribute to the success of our clients.

", "lang_code": "en"}

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