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Senior Financial Planning Specialist

2 months ago

Grantham, Lincolnshire, United Kingdom Burgh Recruitment Ltd Full time
Senior Paraplanner Opportunity

We are seeking an experienced Senior Paraplanner to join our team at Burgh Recruitment Ltd. As a Senior Paraplanner, you will play a key role in supporting our Financial Advisors in providing high-quality financial planning solutions to our clients.

Key Responsibilities:
  • Conduct in-depth research and analysis to identify suitable financial planning solutions for clients.
  • Produce detailed and informative reports to present to clients and Financial Advisors.
  • Liaise with the Administration team to ensure accurate processing and system updates.
  • Provide technical expertise and advice on financial planning queries.
Requirements:
  • Proven experience as a Senior Paraplanner in the financial services industry.
  • Strong technical knowledge of financial planning solutions and products.
  • Excellent communication and interpersonal skills.
  • Ability to work accurately and efficiently in a fast-paced environment.

We offer a competitive salary and a dynamic work environment. If you are a motivated and experienced Senior Paraplanner looking for a new challenge, please apply today.