Financial Services Professional
1 day ago
**Job Summary:**
We are looking for a highly skilled Paraplanner to join our team at Templegate Recruitment Limited. As a key member of our financial planning team, you will be responsible for 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 closely with the financial planning team to deliver exceptional results.
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
**Salary and Benefits:**
We offer a competitive salary of £42,000 - £62,000 per annum, plus a range of benefits including a company pension scheme, Death in Service Life Cover, Salary sacrifice Electric Car Scheme, and Health Cash Plan provided by Westfield Health.
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