Independent Financial Advisor
19 hours ago
**Company Overview:**
Templegate Recruitment Limited is a leading provider of financial services recruitment solutions. We are committed to delivering exceptional independent financial advice and providing a supportive environment for career progression, professional development, and achieving individual goals.
**Key Responsibilities:**
- Prepare client files for review meetings and maintain related administrative tasks.
- Ensure that client files are fully compliant and up-to-date.
**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 £45,000 - £68,000 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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