Financial Services Administrator

1 day ago


West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time
Junior Paraplanner Role

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
Requirements:
  • 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
About Us:

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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