Paraplanning Specialist

22 hours ago


City of London, United Kingdom Burgh Recruitment Limited Full time

About Us: We are a highly successful SJP Partner Practice, committed to delivering exceptional service to our clients.

Your Role: As a Paraplanner, you will play a critical part in helping us achieve this goal by providing expert support to our clients and advisors.

Salary and Benefits: We offer a competitive salary up to £45,000, plus benefits such as ongoing training and development opportunities, and a dynamic team environment.

Job Description: The successful candidate will have previous experience in paraplanning or a related field, and be able to demonstrate strong analytical and communication skills.

Responsibilities:

  1. Prepare financial plans and recommendations for clients
  2. Support the creation of reports and presentations for client meetings
  3. Maintain accurate records and files for client information

What We Offer: A challenging and rewarding role in a dynamic team, with opportunities for career growth and development.



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