Investment and Retirement Advisor

4 days ago


London, Greater London, United Kingdom Burgh Recruitment Full time
Key Responsibilities
As an Investment and Retirement Advisor, you will be responsible for supporting Financial Advisors/Partners in delivering high-quality financial planning solutions to clients. This includes providing technical expertise, conducting research to source suitable investment and retirement solutions, and producing compliant financial planning reports.

A key requirement for this role is prior experience of SJP products, systems, and processes, as well as strong report writing skills. We are looking for a team player who can work collaboratively with others to deliver exceptional results. If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply.
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