Senior Financial Planning Specialist
4 weeks ago
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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