Financial Planning Specialist

4 weeks ago


Oakham, Rutland, United Kingdom Burgh Recruitment Full time

Paraplanner Role Overview

We are seeking an experienced Paraplanner to join our team at Burgh Recruitment, working with a highly successful SJP Partner Practice in Oakham. The Practice offers a first-class service to clients, providing a range of investment and retirement products and solutions.

Key Responsibilities:

  • Transact client investments and assist with the preparation of presentations and documentation for client meetings.
  • Conduct research to source suitable solutions, completing detailed and informative reports.
  • Input and maintain detailed client information to support the advice process.

Requirements:

  • Technical expertise in financial planning and investment solutions.
  • Excellent research and analytical skills.
  • Ability to produce well-thought-out, meaningful, and compliant financial planning reports.

What We Offer:

  • A dynamic and supportive team environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.


  • Oakham, Rutland, United Kingdom Quilter Financial Planning Full time

    Quilter Financial Planning is seeking a highly skilled Senior Financial Consultant to join our team based in Rutland, Oakham.About the Role: As a Senior Financial Consultant, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives. You will work closely with our clients to understand...


  • Oakham, Rutland, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Company OverviewSJP, a leading FTSE 250 Wealth Management company, distributes a range of Investment and Retirement products to a High Net Worth client base.Funds under management exceed £181.9 billion, making this business well-established and highly successful. Salary and BenefitsWe offer up to £50k per annum, depending on experience, and a positive...


  • Oakham, Rutland, United Kingdom Rec Financial Full time

    We are seeking a skilled Financial Reporting Specialist to join our team in Oakham. As a Part-time Management Accountant, you will be responsible for providing high-quality financial reports and analyses to support business decisions.About the RoleThis is an exciting opportunity for a motivated individual to join a specialist manufacturing business and...


  • Oakham, Rutland, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner RoleWe are seeking an experienced Paraplanner to join our team in Oakham, providing technical expertise throughout the advice process. As a Paraplanner, you will focus on the whole client journey, attending and/or hosting client-facing meetings, and providing detailed research and analysis to produce financial planning solutions.Key...


  • Oakham, Rutland, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Role OverviewThe successful candidate will be responsible for providing technical expertise throughout the advice process, undertaking detailed research and analysis to produce a wide variety of financial planning solutions. This will involve transacting client investments, assisting with the preparation of presentations and documentation required for client...


  • Oakham, Rutland, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Job OverviewWe are seeking an experienced Financial Planning Professional to join our team in Oakham. The ideal candidate will have great report writing skills and experience of Life, Pension, and Investment products.Salary and BenefitsThe successful candidate can expect a salary of up to £50k, depending on experience. In addition to a competitive salary,...


  • Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full time

    Job Title: Paraplanning ExpertLocation: Oakham (LE15)Salary: Up to £50k, depending on experience.A highly successful Partner Practice in Oakham is seeking an experienced Paraplanning Expert to join their growing team in their new offices in the centre of the town.The Practice prides itself on offering a first-class service to all clients, providing a range...


  • Oakham, Rutland, United Kingdom Burgh Recruitment Full time

    Paraplanner RoleWe 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...


  • Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full time

    Job DescriptionFinancial Support SpecialistWe are seeking an experienced Financial Support Specialist to join our team in Oakham. The successful candidate will be responsible for providing high-quality support to our clients, ensuring their financial needs are met.Key Responsibilities:Provide financial support to clients, including data entry and...


  • Oakham, Rutland, United Kingdom Synergy Personnel Services Full time

    About the RoleWe are working with a leading Independent Financial Advisor (IFA) firm in Rutland and they are seeking a skilled and motivated Paraplanner to join their dynamic team.Key ResponsibilitiesPreparing detailed and accurate suitability reports and recommendations.Conducting thorough research on financial products and investment strategies.Assisting...


  • Oakham, Rutland, United Kingdom Rec Financial Full time

    RECfinancial is partnering with a specialist manufacturing business to recruit a Part-time Management Accountant. This role will involve part-time management accounting, including reconciliations, fixed assets, and financial analysis.Job DescriptionAs a Part-time Management Accountant, you will report to the Finance Manager and work on a part-time basis. The...


  • Oakham, Rutland, United Kingdom Rec Financial Full time

    Oakham-based RECfinancial is seeking a highly skilled Part-time Management Accountant to join their team. As a key member of the finance department, you will be responsible for providing expert financial guidance and support to the business.About the BusinessOur client is a specialist manufacturing business that requires a Part-time Management Accountant to...


  • Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full time

    Paraplanner RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Limited. The successful candidate will be responsible for providing high-quality support to our clients.Key Responsibilities:Assist in the preparation of financial plans and reports.Provide administrative support to the financial planning team.Develop and maintain...


  • Oakham, Rutland, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new career path awaits with Hays Specialist Recruitment Limited, as we seek a qualified Electrical Maintenance Specialist to join a reputable public sector organisation. This role is based at a high-security site near Oakham, where you will be an integral part of the maintenance department.Your New RoleAs an Electrical Maintenance Specialist, you will...


  • Oakham, Rutland, United Kingdom Egis Group Full time

    Job OverviewThis role provides key support to the Head of Finance Business Partnering Energy & Sustainable Cities, covering day-to-day operations and financial transformation.Main Responsibilities:Support project analysis, validation of plans, and ad-hoc requests for nuclear activity in the UK.Assist with preparation for meetings with stakeholders to present...


  • Oakham, Rutland, United Kingdom RECfinancial Full time

    About the RoleWe are partnering with a specialist manufacturing business in Oakham to recruit a Financial Controller on a part-time basis.The role is based at the firm's impressive site which is commutable distance from Leicester, Corby, Melton Mowbray, Stamford, Grantham & Market Harborough.Reporting to the Finance Director, this Financial Controller role...


  • Oakham, Rutland, United Kingdom RECfinancial Full time

    About the RoleRECfinancial is partnering with a specialist manufacturing business in the Oakham area to recruit a part-time Financial Analyst. The successful candidate will report directly to the Finance Manager and be responsible for various financial tasks.Key ResponsibilitiesMonthly management accounting duties, including budgeting and...


  • Oakham, Rutland, United Kingdom Egis Group Full time

    Job Overview:Egis Group is a leading player in the field of consulting, engineering, and operations. We are seeking a highly skilled Financial Transformation Manager to join our team. This role will provide key support to the Head of Finance Business Partnering Energy & Sustainable Cities (FBP – E&SC), from day-to-day operations to financial...


  • Oakham, Rutland, United Kingdom Rise Technical Recruitment Full time

    Electrical Maintenance SpecialistAre you a skilled Electrical Maintenance Specialist looking for a new challenge in a global business with a focus on work-life balance and overtime opportunities? We have a exciting opportunity for an Electrical Maintenance Specialist to join our close-knit team at our Oakham site, commutable from Leicester, Corby, Stamford,...


  • Oakham, Rutland, United Kingdom Uppingham Surgery Full time

    About the RoleUppingham Surgery is seeking a clinician with a specialist interest in enhanced diabetic care to join our team. As an Enhanced Diabetes Specialist, you will work in conjunction with our well-established practice nurse and clinical teams to provide high-quality care to our patients.Key ResponsibilitiesProvide a first point of contact within the...