Financial Planning Professional

7 days ago


Oakham, Rutland, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time
Job Overview

We are seeking an experienced Financial Planning Professional to join our team in Oakham. The ideal candidate will have great report writing skills and experience of Life, Pension, and Investment products.

Salary and Benefits

The successful candidate can expect a salary of up to £50k, depending on experience. In addition to a competitive salary, we offer a positive approach to work/life balance.

Job Description
  • Provide technical expertise throughout the advice process, undertaking detailed research and analysis to produce financial planning solutions.
  • Transact client investments, assist with presentations and documentation for client meetings, and conduct research to source suitable solutions.
  • Maintain detailed client information, ensure supporting documentation is compliant, and liaise with SJP admin teams.
Requirements
  • A minimum of 4 years' experience as a Paraplanner, with excellent report writing skills.
  • Level 4 Diploma or equivalent qualification.
  • Experience of Life, Pension, and Investment products.

St. James's Place plc is a leading wealth management company distributing investment and retirement products. We operate in excess of £181.9bn in funds under management. This role is a fantastic opportunity to work in a highly successful business.



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