Senior Paraplanner (Hybrid) β€” Wealth & Retirement Planning in Chorley

Senior Paraplanner (Hybrid) β€” Wealth & Retirement Planning in Chorley

Chorley Full-Time 31650 - 43607 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support Advisers with technical queries and prepare detailed documentation.
  • Company: Burgh Recruitment, a leader in Wealth & Retirement Planning.
  • Benefits: Hybrid working model, allowing two days from home each week.
  • Other info: Be part of a company that values first-class service and client success.
  • Why this job: Join a team dedicated to helping clients achieve their financial goals.
  • Qualifications: Experience in Life, Pension, and Investment products with strong report writing skills.

The predicted salary is between 31650 - 43607 Β£ per year.

Burgh Recruitment in Chorley is looking for an experienced Senior Paraplanner to join their team. You will support Advisers with technical queries and prepare comprehensive documentation and reports. A strong background in Life, Pension, and Investment products is needed, along with excellent report writing skills.

The position offers a hybrid working model with two days a week available for working from home. Burgh Recruitment prides itself on providing first-class service to clients, contributing to their financial goals.

Senior Paraplanner (Hybrid) β€” Wealth & Retirement Planning in Chorley employer: Burgh Recruitment

Burgh Recruitment is an exceptional employer that values its employees by offering a hybrid working model, allowing for flexibility and work-life balance. With a strong commitment to professional development, team members are encouraged to grow their skills in a supportive environment, all while contributing to the financial success of clients in the vibrant community of Chorley.

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Contact Details:

Burgh Recruitment Recruitment Team

We think you need these skills to ace Senior Paraplanner (Hybrid) β€” Wealth & Retirement Planning in Chorley

Technical Knowledge of Life Products
Technical Knowledge of Pension Products
Technical Knowledge of Investment Products
Report Writing Skills
Documentation Preparation
Client Service Orientation
Financial Analysis