Financial Planning Specialist
1 month ago
Grantham Opportunity
We are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). The successful candidate will be responsible for providing technical expertise to support our Financial Advisors / Partners in delivering high-quality financial planning solutions to our clients.
Key Responsibilities:
- Undertake detailed research and analysis of financial planning solutions
- Produce compliant financial planning reports for presentation to clients
- Support the development of investment and retirement products and solutions
Requirements:
- Level 4 Diploma in Financial Services or equivalent experience
- Excellent report writing skills
- Experience of Life, Pension, and Investment products
What We Offer:
A competitive salary and a positive approach to work/life balance. If you are a motivated and experienced Paraplanner looking for a new challenge, please apply.
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