Financial Services Specialist

6 days ago


Sheffield, Sheffield, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time
About the Role

**Job Title:** Paraplanner

**Location:** City Centre

**Salary:** £35,000 to £37,000 Plus quarterly bonus

**Benefits:**

  • Competitive salary range
  • Participation in Bonus Scheme
  • Generous 8% non-contributory pension scheme
  • City Centre parking provided
  • Hybrid working options
  • Opportunity for professional development and career growth

About the Company

**TEMPLEGATE RECRUITMENT LIMITED** is a leading recruitment agency specializing in financial services. Our team of experts is dedicated to providing top-notch recruitment services to clients across the UK.

We are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will be responsible for providing administrative support to our financial advisors, preparing reports, and maintaining accurate records.

**Key Responsibilities:**

  • Prepare financial reports and presentations for clients and stakeholders
  • Maintain accurate and up-to-date records of client interactions and financial data
  • Provide administrative support to financial advisors, including scheduling appointments and managing correspondence
  • Assist in the development and implementation of financial plans and strategies

What We Offer

We offer a competitive salary range, participation in a bonus scheme, and a generous pension scheme. You will also have the opportunity to work in a dynamic and supportive team environment, with opportunities for professional development and career growth.

**If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.**



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