Financial Planning Specialist
4 weeks ago
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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