Senior Financial Planning Specialist

8 hours ago


Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd Full time
Senior Paraplanner Opportunity

We are seeking an experienced Senior Paraplanner to join our team at Burgh Recruitment Ltd. As a Senior Paraplanner, you will play a key role in supporting our Financial Advisors in providing high-quality financial planning solutions to our clients.

Key Responsibilities:
  • Conduct in-depth research and analysis to identify suitable financial planning solutions for clients.
  • Produce detailed and informative reports to present to clients and Financial Advisors.
  • Liaise with the Administration team to ensure accurate processing and system updates.
  • Provide technical expertise and advice on financial planning queries.
Requirements:
  • Proven experience as a Senior Paraplanner in the financial services industry.
  • Strong technical knowledge of financial planning solutions and products.
  • Excellent communication and interpersonal skills.
  • Ability to work accurately and efficiently in a fast-paced environment.

We offer a competitive salary and a dynamic work environment. If you are a motivated and experienced Senior Paraplanner looking for a new challenge, please apply today.



  • Grantham, Lincolnshire, United Kingdom Burgh Recruitment Full time

    About the RoleWe are seeking an experienced Senior Paraplanner to join our team at Burgh Recruitment. As a Senior Paraplanner, you will play a key role in supporting our Financial Advisors in providing high-quality financial planning services to our clients.Key ResponsibilitiesProvide technical expertise to support the development of financial planning...


  • Grantham, Lincolnshire, United Kingdom Resource Matters Ltd Full time

    Unlock Your Potential as a Financial Planning ExpertResource Matters Ltd is seeking an experienced Financial Planning Specialist to join their team. As a key member of the team, you will provide high-quality financial planning advice to a large portfolio of clients, leveraging your expertise in investments, tax planning, and defined contribution...


  • Grantham, Lincolnshire, United Kingdom Resource Matters Ltd Full time

    Unlock Your Potential as a Financial Planning ExpertResource Matters Ltd is seeking an experienced Financial Planning Specialist to join their team. As a key member of the team, you will provide high-quality financial planning advice to a large portfolio of clients, leveraging your expertise in investments, tax planning, and defined contribution...


  • Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Senior Paraplanner RoleWe are seeking an experienced Senior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Senior Paraplanner, you will play a key role in providing technical expertise to support our Financial Advisors / Partners in delivering high-quality financial planning solutions to our clients.Key...


  • Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Senior Paraplanner RoleWe are seeking an experienced Senior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Senior Paraplanner, you will play a key role in providing technical expertise to support our Financial Advisors / Partners in delivering high-quality financial planning solutions to our clients.Key...


  • Grantham, Lincolnshire, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Page Personnel Sales.The successful candidate will be responsible for supporting financial planning and analysis operations, producing weekly reports, and helping prepare forecasts and budgets.Key ResponsibilitiesSupport financial planning and...


  • Grantham, Lincolnshire, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Page Personnel Sales.The successful candidate will be responsible for supporting financial planning and analysis operations, producing weekly reports, and helping prepare forecasts and budgets.Key ResponsibilitiesSupport financial planning and...


  • Grantham, Lincolnshire, United Kingdom Resource Matters Ltd Full time

    Unlock Your Potential as a Financial AdvisorResource Matters Ltd is seeking an experienced Financial Advisor to join their team. As a key member of the team, you will provide expert financial planning advice to a large portfolio of clients, leveraging superb paraplanning support and ongoing lead generation.Our client is a well-established IFA firm that...


  • Grantham, Lincolnshire, United Kingdom Resource Matters Ltd Full time

    Unlock Your Potential as a Financial AdvisorResource Matters Ltd is seeking an experienced Financial Advisor to join their team. As a key member of the team, you will provide expert financial planning advice to a large portfolio of clients, leveraging superb paraplanning support and ongoing lead generation.Our client is a well-established IFA firm that...


  • Grantham, Lincolnshire, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking an experienced FP&A Analyst to join our team at Page Personnel Sales. As an FP&A Analyst, you will play a key role in supporting our financial planning and analysis operations.Key ResponsibilitiesSupport the development of financial plans and forecastsPrepare and analyze financial reports, including P&L, balance sheet, and cash...


  • Grantham, Lincolnshire, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking an experienced FP&A Analyst to join our team at Page Personnel Sales. As an FP&A Analyst, you will play a key role in supporting our financial planning and analysis operations.Key ResponsibilitiesSupport the development of financial plans and forecastsPrepare and analyze financial reports, including P&L, balance sheet, and cash...


  • Grantham, Lincolnshire, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking a highly skilled FP&A Analyst to join our team at Page Personnel Sales. As an FP&A Analyst, you will play a critical role in supporting our financial planning and analysis operations.Key ResponsibilitiesSupport the development of financial plans and forecastsPrepare and analyze financial reports, including P&L, balance sheet, and...


  • Grantham, Lincolnshire, United Kingdom Page Personnel Sales Full time

    About the RoleWe are seeking a highly skilled FP&A Analyst to join our team at Page Personnel Sales. As an FP&A Analyst, you will play a critical role in supporting our financial planning and analysis operations.Key ResponsibilitiesSupport the development of financial plans and forecastsPrepare and analyze financial reports, including P&L, balance sheet, and...


  • Grantham, Lincolnshire, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK) is proud to partner with a private owned, growing manufacturing business in Grantham.Job DescriptionWe are seeking a qualified or QBE accountant to support the delivery of site operations on a hybrid working pattern.Key Responsibilities* Develop and maintain financial models to support budgeting, forecasting, and long-range...


  • Grantham, Lincolnshire, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK) is proud to partner with a private owned, growing manufacturing business in Grantham.Job DescriptionWe are seeking a qualified or QBE accountant to support the delivery of site operations on a hybrid working pattern.Key Responsibilities* Develop and maintain financial models to support budgeting, forecasting, and long-range...


  • Grantham, Lincolnshire, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK) is proud to partner with a private-owned, growing manufacturing business in Grantham.Job DescriptionWe are seeking a qualified or QBE accountant with strong FP&A skills to support the delivery of site operations on a hybrid working pattern.Key ResponsibilitiesDevelop and maintain financial models to support budgeting,...


  • Grantham, Lincolnshire, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK) is proud to partner with a private-owned, growing manufacturing business in Grantham.Job DescriptionWe are seeking a qualified or QBE accountant with strong FP&A skills to support the delivery of site operations on a hybrid working pattern.Key ResponsibilitiesDevelop and maintain financial models to support budgeting,...


  • Grantham, Lincolnshire, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK) is proud to partner with a private-owned, growing manufacturing business in Grantham.Job DescriptionWe are seeking a qualified or QBE accountant to support the delivery of site operations on a hybrid working pattern.Develop and maintain comprehensive financial models to support budgeting, forecasting, and long-range planning...


  • Grantham, Lincolnshire, United Kingdom Michael Page (UK) Full time

    About Our ClientMichael Page (UK) is proud to partner with a private-owned, growing manufacturing business in Grantham.Job DescriptionWe are seeking a qualified or QBE accountant to support the delivery of site operations on a hybrid working pattern.Develop and maintain comprehensive financial models to support budgeting, forecasting, and long-range planning...


  • Grantham, Lincolnshire, United Kingdom Page Personnel Sales Full time

    Job Title: FP&A AnalystWe are seeking an experienced FP&A Analyst to join our team at Page Personnel Sales. The successful candidate will be responsible for supporting financial planning and analysis operations, producing weekly reports, and helping prepare forecasts and budgets.Key Responsibilities:Support financial planning and analysis operationsProduce...