Paraplanning Expert

About the Company

TEMPLEGATE RECRUITMENT LIMITED is a leading recruitment agency specialising in financial services roles. We are committed to delivering exceptional results and building long-term relationships with our clients and candidates.

Job Description

We are seeking an experienced Paraplanner to join our team. The successful candidate will have a strong background in financial planning, with a minimum of 3 years experience in a Paraplanning role.

The role involves providing support to our advisers, conducting research on funds and products, and preparing client files for review meetings. A strong knowledge of investments, pensions, retirement planning, trusts, and protection products is essential.

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.
• Document findings and prepare suitability letters, client illustrations, and key features documents.
• Ensure that client files are fully compliant and up-to-date.
• Prepare client files for review meetings and maintain related administrative tasks.
• Collaborate closely with team members, supporting advisers by anticipating needs and coordinating with administrators.
• Maintain high standards of written communication, numeracy, and technical accuracy.

Benefits

• Salary: £35,000 - £55,000 (depending on experience)
• Company pension scheme (5% employer contribution)
• 4 x Death in Service Life Cover
• Employee Lifestyle Benefit scheme
• Salary sacrifice Electric Car Scheme
• Health Cash Plan provided by Westfield Health (P11d benefit)
• Discounted group PMI scheme with Vitality
• 26 days of holiday per annum, plus Bank Holidays
• Flexible hybrid working arrangement