Paraplanner - Research, Reports & Case Ownership

Paraplanner - Research, Reports & Case Ownership

Full-Time No working from home possible
Burgh Recruitment Ltd

Burgh Recruitment Ltd is seeking an experienced Paraplanner in Farnham, Surrey (GU9). Hybrid or remote work options are available, offering an exciting opportunity to support Financial Planners and Administration Team with detailed research and high-quality planning reports.

You will provide technical support, prepare suitability reports, and contribute to client meetings, reports, and illustrations while ensuring accuracy and client focus.

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Paraplanner - Research, Reports & Case Ownership employer: Burgh Recruitment Ltd

Join a dynamic team in Summertown, North Oxford, where your role as a Financial Services Administrator will be pivotal in delivering exceptional client service within a highly respected practice. Enjoy a supportive work culture that values professional growth, offers competitive salaries with bonuses, and fosters a collaborative environment among Advisers and Paraplanners, ensuring you thrive in your career while making a meaningful impact.

Burgh Recruitment Ltd

Contact Details:

Burgh Recruitment Ltd Recruitment Team