Senior Financial Planning Specialist

3 hours ago


Grantham, Lincolnshire, United Kingdom Burgh Recruitment Full time

About the Role

We are seeking an experienced Senior Paraplanner to join our team at Burgh Recruitment. As a Senior Paraplanner, you will play a key role in supporting our Financial Advisors in providing high-quality financial planning services to our clients.

Key Responsibilities

  • Provide technical expertise to support the development of financial planning solutions
  • Conduct research and analysis to identify suitable financial planning solutions
  • Produce compliant financial planning reports for our Financial Advisors
  • Liaise with the Administration team to ensure accurate processing and system updates
  • Attend client-facing meetings and provide advice on technical queries

Requirements

To be successful in this role, you will have a strong understanding of financial planning principles and practices, excellent analytical and communication skills, and the ability to work effectively in a team environment.

What We Offer

We offer a competitive salary and a range of benefits, including opportunities for professional development and growth within the company.



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