Financial Planning Specialist

7 days ago


Fylde, Lancashire, United Kingdom Burton Recruitment Limited Full time

We are seeking a skilled Paraplanner to join our team at Burton Recruitment Limited in Lytham.

About the Role:

The ideal candidate will have excellent communication skills, the ability to work effectively within a team, a strong sense of professional integrity, and a commitment to maintaining high standards in all tasks.

Earn up to £40,000 per annum as a competitive salary for this role.

Key Responsibilities:
  • Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services.
  • Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
  • Stay informed about industry trends, regulatory changes, and new financial products.
  • Work closely with financial advisors and administrative team members to deliver exceptional client outcomes.
Requirements:
  • Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service.
  • Proficiency in writing complex reports and conducting detailed case assessments.
  • In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations.
Benefits:
  • A highly competitive salary up to £40,000 per annum.
  • Opportunities for professional growth within a supportive and forward-thinking team.
  • 25 days of annual leave, plus bank holidays.
  • A workplace pension plan.
  • Flexible working options to promote work-life balance.


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