Paraplanning Expert

3 weeks ago

High Wycombe, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

About Us: TEMPLEGATE RECRUITMENT LIMITED is a leading recruitment agency specialising in financial services. Our team of experts has extensive knowledge and experience in matching top talent with prestigious clients.

Our Client: This well-established company is seeking an experienced financial planning specialist to join their dynamic paraplanning team. As a trusted advisor, you will play a critical role in delivering exceptional independent financial advice to clients.

Job Description: The ideal candidate will have a minimum of 3 years experience in a paraplanning role, with a Level 4 Diploma qualification or actively working towards it. You will possess strong knowledge of investments, pensions, retirement planning, trusts, and protection products, as well as proficiency in Microsoft Office (Excel and Word) and solid numerical and analytical skills.

Responsibilities:

  • Debrief with advisers after client meetings.
  • Analyse and interpret client data to develop suitable financial solutions.
  • Conduct comprehensive research on funds and products.
  • Document findings and prepare suitability letters.
  • Ensure client files are fully compliant and up-to-date.
  • Prepare client files for review meetings.

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.
  • Holiday entitlement and flexible working arrangement.

How to Apply: If you are a motivated and experienced financial planning specialist looking for a new challenge, please submit your application with a covering letter and CV.

  • Paraplanning Expert

    5 days ago

    High Wycombe, Buckinghamshire, United Kingdom Austin Fraser Full time

    We are looking for a highly skilled Paraplanning Expert to join our team at Austin Fraser. As a key member of our paraplanning team, you will work closely with our advisers to provide technical support and deliver exceptional client service. Your duties will include researching funds and products, writing suitability reports, and preparing client portfolio...

  • Paraplanning Expert

    13 hours ago

    High Wycombe, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    About the CompanyTEMPLEGATE 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 DescriptionWe are seeking an experienced Paraplanner to join our team. The successful candidate will have a strong...

  • Financial Planning Expert

    2 days ago

    High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Overview:We are seeking a highly skilled Paraplanner to join our team in Stokenchurch. As a Paraplanner, you will play a key role in supporting financial advisors with research, analysis, and report writing.Key Responsibilities:Preparing and presenting complex data for presentations and meetingsSupporting financial advisors with administrative...

  • 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 ExpertLocation: Flexible hybrid working arrangementJob Type: Full-timeSalary:£42,000 - £52,000 per annumBenefits:Company pension scheme (5% employer contribution).Death in...

  • Supporting IFA Expert

    3 days ago

    High Wycombe, Buckinghamshire, United Kingdom IDEX Consulting Ltd Full time

    Paraplanning Role SummaryWe are seeking a skilled and experienced Paraplanner to join our team in Buckinghamshire. As a key member of our team, you will play a vital role in supporting our IFAs by helping them build and develop effective working relationships with their clients, providing excellent customer service, and keeping the client informed every step...