Financial Planning Specialist

2 weeks ago


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

Job Title: Paraplanner

We are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a vital role in providing technical expertise to support our Financial Advisors, assisting them in delivering a first-class service to our clients.

Key Responsibilities:

  • Conduct detailed research and analysis of financial planning solutions
  • Produce compliant financial planning reports for our Financial Advisors
  • Provide technical expertise and support to our Financial Advisors
  • Assist in the client journey, from research to report production and liaison with the Administration team

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
  • Team fit is important; we're looking for like-minded individuals who can thrive in a positive, work-life balance environment

About St. James's Place plc:

St. James's Place plc is a leading, highly regarded FTSE 250 Wealth Management company distributing a range of Investment and Retirement products and financial solutions to a High Net Worth client base. With funds under management in excess of £181.9bn, we're a well-established and highly successful business.



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

    Paraplanning RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will be responsible for providing technical expertise to support and assist in the financial planning process.Key ResponsibilitiesUndertake detailed research and analysis of financial planning solutionsProduce...


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

    Paraplanning RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanning Expert, you will be responsible for providing technical expertise to support and assist in the financial planning process.Key ResponsibilitiesUndertake detailed research and analysis of financial planning...


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

    Paraplanner RoleWe 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 ResponsibilitiesUndertake detailed research and analysis of financial planning...


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

    Paraplanner RoleWe 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 ResponsibilitiesUndertake detailed research and analysis of financial planning...


  • Harrow, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Financial Planning Specialist to provide high-level support to our Financial Services Sales Team in Harrow. The ideal candidate will have a Level 4 Diploma in Financial Planning and excellent technical knowledge of advice and product options.The successful candidate will be responsible for delivering the agreed strategy and...


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

    Paraplanner Job DescriptionAbout the Role: We are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will be responsible for providing technical expertise to support our Financial Advisors / Partners in providing a first-class service to our clients.Key Responsibilities: Your duties will...


  • Harrow, United Kingdom Blakemore Recruitment Full time

    Paraplanner - HarrowWe are seeking a highly skilled and experienced Paraplanner to join our client's team in Harrow. The successful candidate will be responsible for providing technical support to the Financial Services Sales Team, ensuring compliance with regulatory standards and delivering exceptional client service.Key Responsibilities:Provide technical...


  • Harrow, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Paraplanner to provide high-level support to our Financial Services Sales Team in Harrow. This role involves delivering agreed strategies and procedural objectives regarding compliance standards.As a key member of our team, you will be responsible for providing a professional and holistic financial service to our Consultants and...


  • Harrow, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Paraplanner to provide high-level support to our Financial Services Sales Team. The ideal candidate will have a Level 4 Diploma in Financial Planning and excellent technical knowledge of advice and product options.The successful candidate will be responsible for delivering the agreed strategy and procedural objectives regarding...


  • Harrow, United Kingdom Pertemps Bond Full time

    About the Role:We are seeking a highly skilled Urban Planning Specialist to join our team at Pertemps London. As a key member of the Area Planning Team, you will be responsible for managing planning applications, conducting site visits, and providing expert advice on planning matters.Key Responsibilities:Review and process planning applications in line with...


  • Harrow, United Kingdom JMK Group Full time

    Job Overview    As a key member of the JMK Group team, the Financial Reporting Specialist will play a vital role in ensuring timely and accurate financial reporting across the organization. This position will work closely with General Managers and colleagues to drive financial performance, meeting EBITDA expectations.AccountabilityDrive hotel financial...

  • Chief Finance Officer

    4 weeks ago


    Harrow, United Kingdom London North West University Healthcare NHS Trust Full time

    About the RoleLondon North West University Healthcare NHS Trust is seeking an experienced Chief Finance Officer to lead the financial strategy and planning for the trust. The successful candidate will have a strong background in financial management and leadership, with experience in developing and implementing financial strategies in a complex healthcare...

  • Financial Adviser

    5 months ago


    Harrow, United Kingdom 808 Group Full time

    **Responsibilities**: - **Comprehensive Financial Analysis**: Conduct in-depth financial assessments for clients, including a thorough analysis of their current financial situation, risk tolerance, and long-term goals. - **Tailored Investment Strategies**: Develop customized investment strategies that align with clients' individual objectives, taking into...


  • Harrow, United Kingdom CV-Library Full time

    A fantastic business is currently looking to recruit for a Group Financial Controller as a newly created role in the finance team. This role will prepare, develop and analyse all financial information and lead the preparation of the statutory accounts for the business. Responsibilities: Preparation of statutory accounts Own and deliver the Management...


  • Harrow, United Kingdom CV-Library Full time

    A great business is currently looking for a Group Financial Controller. This is a newly created role within the finance team. This role will prepare, develop and analyse all financial information and lead the preparation of the statutory accounts for the business. Responsibilities: Preparation of statutory accounts Own and deliver the Management Accounts...


  • London Borough of Harrow, United Kingdom Marc Daniels Specialist Recruitment Ltd Full time

    A leading business is seeking a highly skilled Senior Financial Manager to join their finance team as a newly created role. This position will be responsible for preparing, developing, and analyzing all financial information, as well as leading the preparation of statutory accounts for the company.Key Responsibilities:Preparation of statutory...


  • Harrow, United Kingdom Marc Daniels Full time

    A great business is currently looking for a Group Financial Controller. This is a newly created role within the finance team. This role will prepare, develop and analyse all financial information and lead the preparation of the statutory accounts for the business.Responsibilities:Preparation of statutory accountsOwn and deliver the Management Accounts and...


  • Harrow, United Kingdom Marc Daniels Full time

    A fantastic business is currently looking to recruit for a Group Financial Controller as a newly created role in the finance team. This role will prepare, develop and analyse all financial information and lead the preparation of the statutory accounts for the business.Responsibilities:Preparation of statutory accountsOwn and deliver the Management Accounts...

  • Financial Manager

    4 weeks ago


    Harrow, United Kingdom TPP Recruitment Full time

    Are you a financial expert looking for a new challenge?We are seeking a highly skilled Financial Manager to join our team at TPP Recruitment.The successful candidate will be responsible for providing financial guidance and support to our clients, ensuring they achieve their financial goals.Key responsibilities will include:Preparing and analysing financial...

  • Financial Manager

    4 weeks ago


    Harrow, United Kingdom TPP Recruitment Full time

    Financial ManagerThis is an exciting opportunity to join a prestigious independent school as a Financial Manager. As a key member of the finance team, you will be responsible for providing financial guidance and support to the school's leadership team.Key Responsibilities:Prepare and analyze financial reports, including income statements, balance sheets, and...