Financial Planning Assistant

4 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:
  • Assist in the preparation of financial planning reports and presentations for clients
  • Conduct research to source suitable financial solutions and complete detailed reports
  • Input and maintain client information, ensuring accurate and up-to-date records
  • Provide exceptional customer service, responding to client inquiries and requests in a timely and professional manner
  • Process new business and collaborate with SJP admin teams
Requirements:
  • Working towards DipPFS qualification or already qualified and looking to develop knowledge further
  • Previous experience in a Wealth Management firm or IFA practice is desirable
  • Understanding of regulations and products, with practical application
  • Proficiency in Microsoft Office suite and ability to learn new systems
  • Excellent English language and grammar skills, with effective communication

St. James's Place plc (SJP) is a leading Wealth Management company, distributing a range of Investment and Retirement products to a High Net Worth client base. With funds under management exceeding £181.9bn, SJP is a well-established and highly successful business.

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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