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Financial Services Specialist
2 months ago
We are seeking a skilled Paraplanner to join our team at Templegate Recruitment Limited. As a Paraplanner, you will play a crucial role in supporting our Advisors in providing exceptional financial services to our clients.
Key Responsibilities- Writing Suitability Reports and fund switch letters in accordance with company procedures
- Attending client meetings to discuss financial plans and goals
- Asset allocation and model portfolio setup and management to ensure optimal investment strategies
- Ensuring all research and relevant information is documented for compliance purposes
- Monitoring and reporting on monthly investment statistics to provide valuable insights
- Conducting due diligence on providers, products, and new technology to stay up-to-date with industry developments
- Over 2 years of experience in an IFA environment
- Strong technical knowledge of financial services products
- Proven experience in writing Suitability Reports and fund switch letters
Templegate Recruitment Limited is a leading financial services firm dedicated to helping clients achieve financial stability and growth. We offer personalized wealth management solutions tailored to individual goals, whether it's planning for retirement, managing investments, or safeguarding assets. With a focus on building long-term relationships, we strive to provide exceptional service and expertise to our clients.
