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Junior Financial Planner

2 months ago

West Malling, Kent, United Kingdom Burgh Recruitment Ltd Full time

Job Summary:

We are seeking a highly motivated and organized Junior Financial Planner to join our team at Burgh Recruitment Ltd. As a Junior Financial Planner, you will play a key role in supporting our clients with their financial planning needs.

Key Responsibilities:

  • Collate client information and conduct product research to prepare suitability letters, illustrations, and reports for client meetings.
  • Manage cases to completion and work with internal processing systems to ensure efficient and compliant processing.
  • Provide high-level technical and administrative support while maintaining excellent customer service to clients.
  • Liaise with colleagues and third parties to achieve deadlines and progress client requests within specific timescales.
  • Produce well-thought-out and meaningful documentation that demonstrates attention to detail and understanding of client needs.
  • Ensure that business obtained is being processed compliantly at all times.

Requirements:

  • Confident, numerate, IT proficient, and professional individual with a 'can-do' working style.
  • Experience in a similar role within an IFA or Wealth Management environment, with a strong understanding of financial services and products.
  • Hold or be working towards the Level 4 DipPFS qualification.
  • Significant industry experience and a desire to develop further.
  • Excellent communication and organizational skills, with the ability to prioritize workload and work with discretion.

About Us:

Burgh Recruitment Ltd is a leading recruitment agency specializing in financial services and wealth management. We work closely with top financial institutions to provide high-quality candidates for their roles.