Financial Planning Specialist
2 weeks ago
Paraplanner Role
We are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will provide technical expertise to support and assist in the process of providing financial planning solutions to clients.
Key Responsibilities
- Undertake detailed research and analysis of financial planning solutions
- Produce compliant financial planning reports for Financial Advisors/Partners to present to clients
- Provide technical expertise to support and assist in the process of providing financial planning solutions
- Liaise with the Administration team to ensure business is accurately processed and systems are correctly updated
Requirements
- Experience as a Paraplanner with great report writing skills
- Level 4 Diploma desirable but not required if you have good paraplanning experience
- Experience of Life, Pension, and Investment products
About Us
St. James's Place plc (SJP) is a leading Wealth Management company distributing a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £181.9bn.
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