Senior Financial Planning Specialist

4 weeks ago


Oakham, Rutland, United Kingdom Burgh Recruitment Full time
Paraplanner Role

We are looking for an experienced Paraplanner to join our team at Burgh Recruitment. The successful candidate will work with a highly successful SJP Partner Practice in Oakham, providing technical expertise throughout the advice process.


The Role:
  • You will be responsible for transacting client investments and assisting with the preparation of presentations and documentation required for client meetings.
  • Conduct research to source suitable solutions, completing detailed and informative reports.
  • You will be inputting and maintaining detailed client information to support the financial planning process.

Key Responsibilities:
  • Provide technical expertise throughout the advice process.
  • Conduct research to source suitable solutions.
  • Prepare presentations and documentation required for client meetings.

About Us:

Burgh Recruitment is proud to be working with a highly successful SJP Partner Practice in Oakham. The Practice prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.



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