Financial Planning Specialist

2 weeks ago


Wolverhampton, Wolverhampton, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time £40,000 - £45,000

**Job Summary:**

TEMPLEGATE RECRUITMENT LIMITED is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial services recruitment team, you will be responsible for providing expert support to financial advisors in the development of tailored financial plans and strategies.

**Key Responsibilities:**

  • Conduct thorough research on financial products, market conditions, and industry trends to support client objectives.
  • Analyse financial products and investment opportunities to support client objectives.
  • Perform in-depth analysis of investment options, including risk assessments and performance reviews.
  • Keep up to date with legislative and regulatory changes affecting financial planning.
  • Ensure all client interactions and documents comply with regulatory standards and company policies.
  • Assist in preparing documentation for compliance reviews and audits.
  • Utilise financial planning software and CRM systems to support the preparation of client reports and plans.
  • Develop and maintain proficiency in financial planning tools and technologies.

**Requirements:**

  • Previous experience as a paraplanner or in a similar role within wealth management or financial planning.
  • Strong academic background; relevant financial qualifications (e.g., Diploma in Regulated Financial Planning, CII Diploma, or equivalent) are highly desirable.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Experience with financial planning software and CRM systems.

**What We Offer:**

  • A competitive salary of £40,000 to £45,000 depending on experience and qualifications.
  • 26 days holiday plus bank holidays.


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