Financial Services Specialist

1 day ago


High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time £35,000 - £55,000

**Job Title:** Paraplanner/Senior Paraplanner

Are you an experienced Paraplanner looking to advance your career in a supportive and respected financial planning environment? We have an excellent opportunity for an enthusiastic and skilled Paraplanner to join our team as a Senior Paraplanner. The successful candidate will have a minimum of 3 years experience in a Paraplanning role, Level 4 Diploma qualification or actively working towards it.

**Key Responsibilities:**

  • Participate in debriefing sessions with advisers following client meetings.
  • Analyse and interpret client data to develop suitable financial solutions aligned with client needs and objectives.
  • Conduct comprehensive research on funds and products to deliver tailored recommendations.

**Required Skills and Qualifications:**

  • 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.

The estimated salary for this position is £42,500 - £65,000 per annum, depending on experience. We offer a range of benefits including company pension scheme (5% employer contribution), death in service life cover, employee lifestyle benefit scheme, salary sacrifice electric car scheme, health cash plan provided by Westfield Health, discounted group PMI scheme with Vitality, 26 days of holiday per annum, plus Bank Holidays, and flexible hybrid working arrangement.



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