Financial Planning Specialist
4 weeks ago
Position: Financial Planning Specialist
Location: Enfield
Compensation: Up to £40,000 (Dependent on Experience)
Company Overview: Burgh Recruitment Ltd is a prominent partner in the financial services sector, dedicated to delivering exceptional service to our clientele. We are currently seeking a knowledgeable Financial Planning Specialist to enhance our dynamic team.
Role Overview: As a Financial Planning Specialist, you will play a crucial role in providing technical support and expertise to facilitate our clients' financial objectives. Your responsibilities will include conducting thorough research and analysis of diverse financial planning options, as well as preparing compliant financial reports for our Advisors to present to clients.
Key Responsibilities:
- Conduct detailed research to identify suitable financial solutions for clients.
- Prepare comprehensive and informative reports that reflect clients' needs and goals.
- Collaborate with the Administration team to ensure accurate processing of business operations and timely updates to systems.
- Serve as a resource for technical inquiries and guidance throughout the client journey.
- Occasionally participate in or lead client-facing meetings.
Candidate Requirements:
- Proven experience as a Paraplanner with strong report writing capabilities.
- Level 4 Diploma in Financial Planning is preferred but not mandatory if you possess substantial paraplanning experience.
- Familiarity with Life, Pension, and Investment products is essential.
- A collaborative mindset is vital, as we value a positive work/life balance and seek individuals who align with our team culture.
About Us: Burgh Recruitment Ltd operates within the financial services industry, focusing on delivering a range of investment and retirement solutions to a discerning clientele. Our commitment to excellence has established us as a reputable entity in the sector.
Application Process: Interested candidates will be directed to the application site of Burgh Recruitment. Please ensure to review the Privacy Policy and complete the application process as instructed.
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