Paraplanner Expert

3 weeks ago


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

**About the Job:**

As a Paraplanner at Templegate Recruitment Limited, you will play a vital role in providing exceptional independent financial advice to our clients. You will work closely with the financial planning team to deliver exceptional results, analysing and interpreting client data, developing suitable financial solutions, and maintaining strong numerical and analytical skills.

The ideal candidate will have a strong knowledge of investments, pensions, retirement planning, trusts, and protection products, with the ability to work independently and as part of a team.

This is an excellent opportunity for an enthusiastic and skilled Paraplanner to advance their career in a supportive and respected financial planning environment. If you are passionate about financial services and committed to delivering exceptional results, we encourage you to apply.

**Key Responsibilities:

  • Analyse and interpret client data to develop suitable financial solutions
  • Document findings and prepare suitability letters, client illustrations, and key features documents
  • Maintain strong numerical and analytical skills
  • Work closely with the financial planning team to deliver exceptional results

**Company Benefits:**

  • A company pension scheme with 5% employer contribution
  • Death in Service Life Cover equivalent to 4 x annual salary
  • 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

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