Financial Planning Specialist
2 weeks ago
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.
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