Senior Financial Support

3 weeks ago


High Wycombe, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

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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