Paraplanning Expert for Financial Advisory Roles

1 week ago


Fylde, Lancashire, United Kingdom Burton Recruitment Limited Full time
Job Opportunity: Paraplanner to Financial Advisor

Burton Recruitment Limited is currently seeking a highly skilled paraplanner to join their team as a financial advisor.

Job Description:

As a key member of the team, you will be responsible for providing expert support to financial advisors in delivering exceptional client outcomes.

Responsibilities and Requirements:
  1. Conduct in-depth research on financial products, including funds and technical products, to support advisory services.
  2. Maintain knowledge of regulatory and legislative standards to ensure compliance across the firm.
  3. Develop expertise in pensions, retirement planning, investments, tax planning, and relevant regulations.
  4. Collaborate with financial advisors and other team members to achieve outstanding results.
What You'll Need:
  1. Proven experience in a financial planning or advisory services environment.
  2. Exceptional writing and reporting skills, with attention to detail.
  3. Strong analytical and problem-solving abilities.
What We Offer:
  1. A salary of up to £40,000 per year.
  2. Ongoing training and development opportunities.
  3. A comprehensive benefits package, including 25 days' annual leave and a workplace pension.
  4. A dynamic and supportive team environment.

We're committed to attracting and retaining talented professionals who share our values and passion for delivering exceptional client experiences.



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