Financial Services Administrator
1 day ago
We are seeking a highly organized and detail-oriented Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a crucial role in supporting our financial planning team in delivering exceptional client service.
Key Responsibilities:- Collate client information and product research to prepare suitability letters, illustrations, and reports for client meetings
- Maintain accurate client information in CRM systems and update client records as required
- Manage cases to completion and work with internal processing systems
- Provide technical and administrative support while maintaining an excellent level of customer service to clients
- Liaise with colleagues and third parties to achieve deadlines and progress client requests
- Confident and numerate individual with excellent communication skills
- IT proficient with experience of administration in financial services
- Knowledge of Inheritance Tax, Pensions, Protection, and Investment products
- Ability to work with discretion and maintain confidentiality
Burgh Recruitment Ltd (Financial Services) is a leading recruitment agency specializing in financial services. We are committed to delivering exceptional service to our clients and candidates.
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Junior Paraplanner
2 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAbout the RoleWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a key role in supporting our financial services team in delivering exceptional client experiences.Key ResponsibilitiesCollate client information and conduct product research to...
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Junior Paraplanner
2 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAbout the RoleWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a key role in supporting our financial services team in delivering exceptional client experiences.Key ResponsibilitiesCollate client information and conduct product research to...
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Junior Financial Services Professional
4 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob DescriptionJob Title: Junior ParaplannerJob Type: Full-timeLocation: Remote (with occasional office visits)Job Description:We are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a key role in supporting our financial services team in...
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Financial Services Administrator
4 days ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd Full timeJunior Paraplanner Job DescriptionWe are seeking a highly organized and detail-oriented Junior Paraplanner to join our team at Burgh Recruitment Ltd. As a Junior Paraplanner, you will play a crucial role in supporting our clients and colleagues in the wealth management and financial services industry.Key Responsibilities:Collate client information and...
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Financial Services Administrator
4 days ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd Full timeJunior Paraplanner Job DescriptionWe are seeking a highly organized and detail-oriented Junior Paraplanner to join our team at Burgh Recruitment Ltd. As a Junior Paraplanner, you will play a crucial role in supporting our clients and colleagues in the wealth management and financial services industry.Key Responsibilities:Collate client information and...
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Financial Services Administrator
3 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Limited Full timeJob Summary:We are seeking a highly motivated and organized Junior Financial Planner Assistant to join our team at Burgh Recruitment Limited. As a Junior Financial Planner Assistant, you will play a key role in supporting our financial planning team in delivering exceptional services to our clients.Key Responsibilities:Assist in the preparation of financial...
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Financial Services Administrator
7 days ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd Full timeJunior Paraplanner RoleWe are seeking a highly organized and detail-oriented Junior Paraplanner to join our team at Burgh Recruitment Ltd. As a Junior Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional client service.Key Responsibilities:Collate client information and product research to prepare...
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Financial Services Administrator
7 days ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd Full timeJunior Paraplanner RoleWe are seeking a highly organized and detail-oriented Junior Paraplanner to join our team at Burgh Recruitment Ltd. As a Junior Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional client service.Key Responsibilities:Collate client information and product research to prepare...
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Financial Services Administrator
5 days ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd Full timeJunior Paraplanner RoleWe are seeking a highly organized and detail-oriented Junior Paraplanner to join our team at Burgh Recruitment Ltd. As a Junior Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional client service.Key Responsibilities:Collate client information and product research to prepare...
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Financial Services Administrator
5 days ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd Full timeJunior Paraplanner RoleWe are seeking a highly organized and detail-oriented Junior Paraplanner to join our team at Burgh Recruitment Ltd. As a Junior Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional client service.Key Responsibilities:Collate client information and product research to prepare...
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Administrative Assistant
2 weeks ago
West Malling, Kent, United Kingdom TN Recruits Full timeJob Summary:We are seeking an exceptional Administrative Assistant to join our team at TN Recruits. As a key member of our team, you will play a pivotal role in ensuring seamless service for our clients in the financial industry.Key Responsibilities:Client Relations: Build and maintain effective relationships with new and existing clients, providing timely...
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Administrative Assistant
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West Malling, Kent, United Kingdom TN Recruits Full timeJob Summary:We are seeking an exceptional Administrative Assistant to join our team at TN Recruits. As a key member of our team, you will play a pivotal role in ensuring seamless service for our clients in the financial industry.Key Responsibilities:Client Relations: Build and maintain effective relationships with new and existing clients, providing timely...
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Financial Services Coordinator
3 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Limited Full timeJob OpportunityJunior Paraplanner RoleLocation: FlexibleHours: Full-timeSalary: £28,000 - £32,000 + bonus and benefitsA prestigious and highly successful financial services company is seeking a motivated and ambitious individual to join their team as a Junior Paraplanner. The successful candidate will have the opportunity to develop a long-term career in...
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Financial Services Coordinator
2 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd Full timeJunior Paraplanner Opportunity We are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd. As a Junior Paraplanner, you will play a crucial role in supporting our clients and colleagues in the wealth management and financial services industry. Key Responsibilities: Collate client information and conduct...
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Financial Services Coordinator
2 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd Full timeJunior Paraplanner Opportunity We are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd. As a Junior Paraplanner, you will play a crucial role in supporting our clients and colleagues in the wealth management and financial services industry. Key Responsibilities: Collate client information and conduct...
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Financial Services Assistant
1 week ago
West Malling, Kent, United Kingdom Burgh Recruitment Limited Full timeJob Description**About the Role**We are seeking a highly skilled and motivated Junior Paraplanner to join our team at Burgh Recruitment Limited. As a Junior Paraplanner, you will play a key role in supporting our financial services team and contributing to the success of our clients.**Key Responsibilities*** Assist in the preparation of financial plans and...
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Financial Services Assistant
1 week ago
West Malling, Kent, United Kingdom Burgh Recruitment Limited Full timeJob Description**About the Role**We are seeking a highly skilled and motivated Junior Paraplanner to join our team at Burgh Recruitment Limited. As a Junior Paraplanner, you will play a key role in supporting our financial services team and contributing to the success of our clients.**Key Responsibilities*** Assist in the preparation of financial plans and...
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Junior Paraplanner
4 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob DescriptionJob Title: Junior ParaplannerJob Type: Full-timeLocation: Remote (with occasional office visits)Industry: Financial ServicesJob Description:We are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a crucial role in supporting our...
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Paraplanner Position in Financial Services
3 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd Full timeJob Summary:We are seeking a highly organized and detail-oriented Junior Paraplanner to join our team at Burgh Recruitment Ltd. As a Junior Paraplanner, you will play a crucial role in supporting our wealth management team by providing administrative support and ensuring the smooth operation of our business.Key Responsibilities:Collate client information and...
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Financial Services Assistant
2 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Limited Full timeJob OpportunityJunior ParaplannerLocation: West Malling/MaidstoneHours: full time 9-5pmSalary: £28,000 - £32,000 + bonus and benefitsA highly successful Practice in Kent is seeking a Junior Paraplanner or Senior Administrator to join their team based in Kings Hill offices.The ideal candidate will have excellent communication skills and be able to work in a...