Financial Services Professional

1 day ago


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

**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.



  • High Wycombe, Buckinghamshire, United Kingdom Pro Talent Full time

    Accounts Semi-Senior OpportunityProTalent is currently working with a well-established accountancy practice in High Wycombe to recruit an Accounts Semi-Senior. The successful candidate will work closely with clients, preparing financial statements, accounting schedules, and control account reconciliations.We are looking for a highly organized and...


  • High Wycombe, Buckinghamshire, United Kingdom Elusive Professional Solutions Ltd Full time

    Job OverviewElusive Professional Solutions Ltd is hiring an Accounting Professional Lead to drive business growth through exceptional financial services and support.This role involves serving as the primary point of contact for client financial needs, utilizing expertise and adaptability to expand our national firm.About Our CompanyWe are committed to...


  • High Wycombe, Buckinghamshire, United Kingdom Elusive Professional Solutions Ltd Full time

    Elusive Professional Solutions Ltd is seeking a Senior Accountant to join its central office.Job DescriptionThis opportunity has arisen due to the expansion of our operations in the national market. We are a renowned firm that supports high-growth SMEs under the guidance of an experienced director.You will be the primary point of contact for your client's...


  • High Wycombe, Buckinghamshire, United Kingdom Elusive Professional Solutions Ltd Full time

    Join Elusive Professional Solutions Ltd as a Senior Accountant and take advantage of a unique opportunity to grow your career in a dynamic and supportive environment.About the RoleThis position has arisen due to the expansion of our operations and we are seeking a highly skilled and experienced Senior Accountant to join our team.As a Senior Accountant, you...


  • High Wycombe, Buckinghamshire, United Kingdom Morgan Financial Search Full time

    Establish a high-quality Accounts function to support the CFO in facilitating and driving the Group's successful growth strategy.Ambitious fast-growing Industrial Services company with depot sites across the UK plus recent expansion into overseas markets seeks a qualified Finance professional to lead their Central Finance function.The successful candidate...


  • High Wycombe, Buckinghamshire, United Kingdom Association of International Certified Professional Accountants Full time

    We are looking for an experienced Analystic Finance Professional to join our team. As a key member of our finance department, you will play a crucial role in providing financial analysis and insights to stakeholders, optimizing financial performance, and identifying areas for improvement.About the Role:This is an exciting opportunity to work with a leading...


  • High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    TEMPLEGATE RECRUITMENT LIMITEDSourcing Top Talent for the Financial IndustryJob Title: Financial Planning AssistantLocation: Home-Based or Office-Based OpportunitiesSalary: £38,000 - £58,000 per annum (dependent on experience)About the Company:As a leading recruitment agency, we specialise in placing talented individuals into top finance roles. Our expert...


  • High Wycombe, Buckinghamshire, United Kingdom Bennett and Game Recruitment LTD Full time £45,000 - £55,000

    Bennett and Game Recruitment LTD is seeking a skilled Financial Audit Professional to join their team in High Wycombe. The ideal candidate will have experience in audit and accounts for SME, OMB, and other clients.The Financial Audit Professional will be responsible for assisting managers and partners with the planning of audits, preparing audit field work...


  • High Wycombe, Buckinghamshire, United Kingdom Association of International Certified Professional Accountants Full time

    We are seeking an analytical finance professional to join our team as a Financial Performance Optimisation Expert. The ideal candidate will have a strong background in finance and excellent analytical skills.About the Role:This is an exciting opportunity to work with a leading organization in the field of accounting and finance.The successful candidate will...


  • High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time

    A dynamic and forward-thinking financial planning practice is seeking a skilled paraplanning professional to join their technical team. As a Chartered Financial Planning Professional, you will play a key role in supporting financial planners to deliver exceptional client experiences. With a strong focus on technical excellence, this role requires at least 5...


  • High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    About Templegate Recruitment Limited:We are a dynamic and forward-thinking recruitment agency specializing in Financial Services. Our team of expert recruiters is dedicated to delivering exceptional results and building long-lasting relationships with our clients and candidates.Job Requirements:To succeed in this role, you should have:At least 2 years of...


  • High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job OverviewWe are seeking a skilled Paraplanner to join our team at Templegate Recruitment Limited in Stokenchurch. As a key member of our Financial Services team, you will be responsible for providing support to our clients in the financial services sector.The ideal candidate will have experience working as a paraplanner and possess excellent analytical...


  • High Wycombe, Buckinghamshire, United Kingdom Elusive Professional Solutions Ltd Full time

    We are seeking a talented Senior Accountant to join our team at Elusive Professional Solutions Ltd. This exciting opportunity allows you to work with a local success story in High Wycombe, contributing to the company's rapid expansion and breaking traditional norms.About the RoleIn this dynamic position, you will be the primary point of contact for your...


  • High Wycombe, Buckinghamshire, United Kingdom ProTalent Limited Full time

    UK Payroll Specialist Job OpportunityAre you a highly motivated individual looking for a challenging role in a dynamic team? ProTalent, a leading accounting firm, is seeking a skilled Payroll Assistant to join their team in High Wycombe. The ideal candidate will have strong attention to detail and problem-solving abilities, excellent communication skills,...


  • High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    TEMPLEGATE RECRUITMENT LIMITED Dedicated Recruitment Agency for Finance ProfessionalsJob Summary:We are currently seeking an experienced paraplanner to join our team in Stokenchurch.The successful candidate will have a strong background in financial services and excellent communication skills.The role involves providing support to senior planners and...


  • High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job OverviewAt Templegate Recruitment Limited, we are seeking a highly skilled Paraplanner/Senior Paraplanner to join our team in Stokenchurch.Salary and BenefitsThe successful candidate will be rewarded with an attractive salary range of £35,000 - £55,000 per annum, depending on experience. In addition, the company offers a comprehensive benefits package,...


  • High Wycombe, Buckinghamshire, United Kingdom Elusive Professional Solutions Full time

    Job Description:We are seeking a highly skilled Senior Accountant to join our team at Elusive Professional Solutions. This role offers a unique opportunity to work with a rapidly growing national firm and contribute to the company's continued success.Key Responsibilities:Manage a portfolio of high-growth clientsEngage with new and existing clients to...


  • High Wycombe, Buckinghamshire, United Kingdom NJR Recruitment Full time

    A leading National Wealth Management Firm in the outskirts of High Wycombe is seeking a highly skilled Paraplanner to join their team. As a key member of the team, you will be responsible for supporting the development of complex financial plans, receiving full study support and a personalized development plan.With a strong focus on career progression, this...


  • High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time

    We are looking for a highly skilled Financial Planning Professional to join our team at Avenue Recruitment Group LTD.In this key role, you will work closely with advisors to provide expert technical support, analyzing data and developing effective solutions to meet client needs.You will be responsible for producing high-quality written reports, maintaining...


  • High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title: Financial Planning ProfessionalAbout the Role:We are seeking an experienced Paraplanner to join our team. This role is perfect for someone with a minimum of 3 years in Paraplanning who is either Level 4 Diploma qualified or actively working towards it.Day-to-Day Responsibilities:Participate in debriefing sessions with advisers following client...