Experienced Paraplanner Wanted for Financial Services Team

6 days ago

Epsom, Surrey, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time
About the 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 Financial Advisors and Partners in providing high-quality financial planning services to our clients.

Key Responsibilities
  • Provide technical expertise to support the development of financial planning solutions
  • Conduct research and analysis to identify suitable financial products and solutions
  • Produce compliant financial planning reports for our Financial Advisors and Partners
  • Liaise with the Administration team to ensure accurate processing and system updates
  • Attend client-facing meetings and provide advice on technical queries
Requirements
  • Experience as a Paraplanner with excellent report writing skills
  • Level 4 Diploma in Financial Planning or equivalent experience
  • Knowledge of Life, Pension, and Investment products
  • Strong team fit and a positive approach to work-life balance
  • Ability to work in a hybrid environment with 2-3 days per week working from home
About Us

Burgh Recruitment Ltd (Financial Services) is a leading recruitment agency specializing in the financial services industry. We are committed to providing high-quality recruitment services to our clients and candidates.

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