Financial Planning Specialist
7 days ago
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.
- 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.
- 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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