Senior Financial Support
3 weeks ago
Company Overview: TEMPLEGATE RECRUITMENT LIMITED is a respected recruitment agency with a proven track record in placing top talent in financial services roles.
Job Title: Paraplanning Expert
Location: Flexible hybrid working arrangement
Job Type: Full-time
Salary:£42,000 - £52,000 per annum
Benefits:
- Company pension scheme (5% employer contribution).
- Death in Service Life Cover.
- Employee Lifestyle Benefit scheme.
- Electric Car Scheme.
- Health Cash Plan provided by Westfield Health.
- PMI scheme with Vitality.
- 26 days of holiday per annum, plus Bank Holidays.
Key Responsibilities:
- Develop financial solutions aligned with client needs.
- Research funds and products for tailored recommendations.
- Document findings and prepare suitability letters.
- Ensure client files are fully compliant and up-to-date.
- Collaborate with team members to support advisers.
Requirements:
- Minimum 3 years experience in a paraplanning role.
- Level 4 Diploma qualified or actively working towards it.
- Strong knowledge of investments, pensions, retirement planning, trusts, and protection products.
- Proficient in Microsoft Office (Excel and Word).
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