Financial Planning Support Specialist
5 days ago
About TEMPLEGATE RECRUITMENT LIMITED:
We are a leading recruitment agency seeking an experienced Paraplanner to support our dynamic team of Chartered Financial Planners.
The ideal candidate will have a comprehensive understanding of pre- and post-retirement planning, investments, and taxation. They will be responsible for executing the technical aspects of client meeting preparation, including conducting regular reviews, analysing opportunities, and crafting suitability reports.
Key Responsibilities:
- Ensuring thorough understanding of the Financial Planners requirements
- Executing client meeting preparation tasks
- Crafting suitability reports
Salary: £40,000 - £45,000 per annum, depending on experience and qualifications.
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