Financial Planning Specialist

5 days ago

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

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

Key Responsibilities:
  • Transact client investments and assist with the preparation of presentations and documentation required for client meetings
  • Conduct research to source suitable solutions, completing detailed and informative reports
  • Input and maintain detailed client information to support the Advisor team, ensuring supporting documentation and back-office systems are maintained and 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 cases and liaise with SJP admin teams
Requirements:
  • Experience as a Paraplanner with excellent report writing skills
  • Level 4 Diploma is desirable but not required if you have good paraplanning experience
  • Experience of Life, Pension, and Investment products
  • Strong team fit, with a positive approach to work/life balance

St. James's Place plc (SJP) is a leading 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.

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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