Financial Planning Specialist

4 weeks ago


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

Paraplanning Role

We 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 Responsibilities

  • Undertake detailed research and analysis of financial planning solutions
  • Produce compliant financial planning reports for Financial Advisors/Partners to present to clients
  • Provide technical expertise to support and assist in the financial planning process

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

About Us

St. James's Place plc (SJP) 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.



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