Senior Financial Planning Specialist
3 hours ago
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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