Financial Planning Assistant

3 weeks ago

Leeds, Leeds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time
Paraplanner Role

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, ensuring 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 proficiency and ability to use the full office suite of programmes.
  • Excellent English language and grammar skills and ability to communicate effectively.

St. James's Place plc (SJP) is a leading, highly regarded FTSE 250 Wealth Management company distributing a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £181.9bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

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