Financial Planning Support Specialist

5 days ago


Birmingham, Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

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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