Financial Planning Specialist
4 weeks ago
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.
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