Financial Planning Specialist

7 days ago


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

Company Overview

SJP, a leading FTSE 250 Wealth Management company, distributes a range of Investment and Retirement products to a High Net Worth client base.

Funds under management exceed £181.9 billion, making this business well-established and highly successful.

 

Salary and Benefits

We offer up to £50k per annum, depending on experience, and a positive approach to work/life balance.

This role presents an opportunity to join a growing team in superb new offices in the centre of Oakham.

 

Job Description

As a Financial Planning Specialist, you will focus on the whole client journey, with opportunities to attend and/or host client-facing meetings.

You will provide technical expertise throughout the advice process, undertaking detailed research and analysis to produce financial planning solutions.

This includes transacting client investments, preparing presentations and documentation for client meetings, conducting research, and maintaining client information.

 

Requirements

  • Experience as a Paraplanner is essential, with great report writing skills.
  • A Level 4 Diploma is desirable but not required if you have good paraplanning experience.
  • Experience of Life, Pension, and Investment products is necessary.
  • Team fit is crucial, as we pride ourselves on a positive approach to work/life balance.

 

Burgh Recruitment Ltd (Financial Services)

Please note that a standard Financial and Identity check will be conducted on any candidates who are offered a role within this practice.



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