Senior Financial Paraplanner

19 hours ago

Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time
Grantham Financial Planning Role

Location: Grantham (NG31)

Job Type: Full-time

Salary: Highly Competitive

Hours: In Office

Our Financial Services company is a leading provider of investment and retirement solutions, and we are seeking an experienced Paraplanner to join our team in Grantham. As a Paraplanner, you will play a key role in supporting our Financial Advisors in providing high-quality financial planning services to our clients.

Key Responsibilities:

  • Undertake detailed research and analysis of financial planning solutions
  • Produce compliant financial planning reports for our Financial Advisors
  • Support the development of investment and retirement solutions for our clients
  • Collaborate with our Financial Advisors to deliver exceptional client service

Requirements:

  • Level 4 Diploma in Financial Planning or equivalent experience
  • Strong knowledge of Life, Pension, and Investment products
  • Excellent report writing and analytical skills
  • Ability to work in a fast-paced environment and meet deadlines

We offer a competitive salary, excellent benefits, and opportunities for professional development. If you are a motivated and experienced Paraplanner looking for a new challenge, please apply today.

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