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