At a Glance
- Tasks: Assist Advisers with technical queries and create detailed financial reports.
- Company: Burgh Recruitment, a dynamic team in Bamber Bridge.
- Benefits: Full-time contract, hybrid working options, and competitive salary.
- Other info: Opportunity for professional growth in a collaborative environment.
- Why this job: Join a supportive team and provide top-notch service to clients.
- Qualifications: Strong report writing skills and experience in Life, Pension, and Investment products.
The predicted salary is between 35000 - 45000 £ per year.
Burgh Recruitment is seeking an experienced Senior Paraplanner to join their hybrid team in Bamber Bridge, England.
You will assist Advisers with technical queries and create comprehensive financial reports.
The role supports a first-class service to clients in investment and retirement products.
The ideal candidate will have strong report writing skills and experience in Life, Pension and Investment products.
The position benefits from a full-time contract with hybrid working options.
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We think you need these skills to ace Senior Paraplanner - Hybrid, Reports & Cashflow Modelling
Report Writing Skills
Technical Query Assistance
Financial Reporting
Investment Products Knowledge
Retirement Products Knowledge
Life Insurance Knowledge
Pension Products Knowledge
