Financial Planning Specialist

2 weeks ago


Harrow, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

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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