Investment Support Professional
6 days ago
About the Job
We are seeking an experienced Paraplanner to join our team at TEMPLEGATE RECRUITMENT LIMITED. The successful candidate will have a strong background in financial planning, with a minimum of 3 years experience in a Paraplanning role.
The role involves providing support to our advisers, conducting research on funds and products, and preparing client files for review meetings. A strong knowledge of investments, pensions, retirement planning, trusts, and protection products is essential.
Responsibilities and Requirements
- Participate in debriefing sessions with advisers following client meetings.
- Analyse and interpret client data to develop suitable financial solutions aligned with client needs and objectives.
- Conduct comprehensive research on funds and products to deliver tailored recommendations.
- Document findings and prepare suitability letters, client illustrations, and key features documents.
- Ensure that client files are fully compliant and up-to-date.
- Prepare client files for review meetings and maintain related administrative tasks.
- Collaborate closely with team members, supporting advisers by anticipating needs and coordinating with administrators.
- Maintain high standards of written communication, numeracy, and technical accuracy.
What We Offer
- Salary: £35,000 - £55,000 (depending on experience)
- Company pension scheme (5% employer contribution)
- 4 x Death in Service Life Cover
- Employee Lifestyle Benefit scheme
- Salary sacrifice Electric Car Scheme
- Health Cash Plan provided by Westfield Health (P11d benefit)
- Discounted group PMI scheme with Vitality
- 26 days of holiday per annum, plus Bank Holidays
- Flexible hybrid working arrangement
How to Apply
To be considered for this opportunity, please submit your CV and a cover letter outlining your experience and qualifications. Our specialist consultants will review your application and contact you to discuss further.
-
Investment Support Professional
7 days ago
High Wycombe, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Description:Our clients are looking for an experienced Paraplanner to join their team in Stokenchurch. The successful candidate will have a minimum of 3 years' experience in a similar role and be either Level 4 Diploma qualified or actively working towards it.Key Responsibilities:* Participate in debriefing sessions with advisers and assist in the...
-
Investment Support Analyst
7 days ago
High Wycombe, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeWe are seeking an experienced Paraplanner to join our team, ideally with a minimum of 3 years' experience in a similar role. The successful candidate will be Level 4 Diploma qualified or actively working towards it and possess strong knowledge of investments, pensions, retirement planning, trusts, and protection products. Proficiency in Microsoft Office...
-
Care Assistant
7 days ago
High Wycombe, Buckinghamshire, United Kingdom Ambient Support Full timeAt Ambient Support Limited, we are seeking a dedicated and compassionate Residential Care Worker to join our team at Hazlemere Lodge Care Home in High Wycombe. As a Residential Care Worker, you will play a vital role in supporting our residents with their daily needs, enabling them to live fulfilling lives.About the RoleThis is an exciting opportunity for an...
-
Investment Portfolio Analyst
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Clarence George Full timeClarence George is a leading investment firm in the UK, seeking a highly skilled Investment Portfolio Analyst to join their dynamic team. With an exciting opportunity in the Bulk Annuity market, this role offers unparalleled exposure to industry professionals and career progression.This position involves delivering regular investment reports, covering risk...
-
Investment Operations Coordinator
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom kingswood-group Full time**About Us**The Kingswood Group is a leading provider of trusted wealth planning and investment management solutions. Our goal is to provide our clients with tailored advice and guidance to help them achieve their financial goals.We pride ourselves on our commitment to excellence, integrity, and innovation, and we are dedicated to delivering exceptional...
-
Senior Accounting Professional
1 week ago
High Wycombe, Buckinghamshire, United Kingdom Elusive Professional Solutions Full timeJob 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...
-
Investment Operations Manager
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Carbery Food Ingredients Ltd Full timeWe are seeking a highly skilled Investment Operations Manager to join our European management team. In this role, you will work closely with the European Chief Financial Officer to identify opportunities to improve working practices and processes in Finance, and support their implementation through continuous improvement programs.Job DescriptionManage the...
-
Finance Manager
11 hours ago
High Wycombe, United Kingdom Investigo Full timeInvestigo are delighted to be representing a high growth, multi-site, private equity backed business in South Buckinghamshire who are looking to recruit a Finance Manager - Investments for a key role within their division. Working with the Commercial Director and supporting a wide stakeholder group across finance and operations, this is a unique and highly...
-
Accounting Professional Lead
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Elusive Professional Solutions Ltd Full timeJob 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...
-
Senior Accounting Professional
2 days ago
High Wycombe, Buckinghamshire, United Kingdom Elusive Professional Solutions Ltd Full timeWe are looking for a Senior Accounting Professional to join our team at Elusive Professional Solutions Ltd. As a key member of our team, you will play a crucial role in shaping the financial direction of our high-growth clients.About the CompanyElusive Professional Solutions Ltd is a well-funded business that is experiencing rapid expansion and breaking...
-
School Leadership Professional
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom SEND Inclusion Support Full timeLeadership OpportunityWe are currently seeking an experienced Interim Headteacher to lead our SEMH school in Buckinghamshire. This role requires a dedicated professional who can inspire staff, positively influence students, and maintain a supportive atmosphere.Key Responsibilities:* Lead and manage the day-to-day operations of the school.* Inspire and...
-
Surveying Professional
7 days ago
High Wycombe, Buckinghamshire, United Kingdom Paradigm Housing Careers Full timeAre you a skilled Building Surveyor looking for a new challenge?About the OpportunityWe are excited to announce an exciting opportunity for a Building Surveyor to join our Surveying Services Team at Paradigm Housing Group.As a key member of our team, you will be responsible for conducting surveys and inspections, managing investment works, and providing...
-
Home-Based Technical Support Professional
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Austin Fraser Full timeAustin Fraser is seeking a Home-Based Technical Support Professional with strong report writing skills and excellent communication abilities to join our team on a fully home-based basis.Job Summary:This is a fantastic opportunity for an experienced paraplanner to provide high-quality technical support to clients while working from the comfort of their own...
-
IT Support Professional
6 days ago
High Wycombe, Buckinghamshire, United Kingdom Baltic Apprenticeships Full time**Job Title:** Technical Support TraineeBaltic Apprenticeships is seeking a dedicated and motivated individual to join their team as a Technical Support Trainee.This apprenticeship offers a fantastic opportunity to gain valuable hands-on experience in a dynamic and supportive environment.The successful candidate will have the opportunity to work with a...
-
Investment Tenancy in High Wycombe
1 week ago
High Wycombe, Buckinghamshire, United Kingdom Star Pubs Leased & Tenancy Full timePub Business OpportunityThe Star Pubs Leased & Tenancy presents an exciting opportunity to acquire a well-established pub business in the affluent area of High Wycombe. This investment tenancy offers a unique chance to establish a successful pub venture with a strong focus on community engagement and excellent trading opportunities.Annual SalaryThe estimated...
-
IT Support Professional
6 days ago
High Wycombe, Buckinghamshire, United Kingdom Baltic Apprenticeships Full time £12,500Job Overview:Purpose-built to develop and nurture aspiring IT professionals, Partnership Education is committed to fostering a culture of innovation and expertise. This esteemed organization seeks an accomplished individual with the passion and aptitude for delivering exceptional technical support as an IT Help Desk Level 3 Apprentice. As a dedicated member...
-
Home Based Investment Specialist
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Austin Fraser Full timeWe are seeking an experienced Home Based Investment Specialist to join our team at Austin Fraser. As a key member of our paraplanning team, you will work closely with our advisers to provide high-quality technical support and maintain accurate records. Your duties will include researching funds and products, writing suitability reports, and preparing client...
-
Paraplanning Professional
7 days ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time £35,000 - £55,000About the OpportunityTEMPLEGATE RECRUITMENT LIMITED invites applications from experienced Paraplanners looking to join a dynamic team in Stokenchurch. The ideal candidate will have a minimum of 3 years' experience in Paraplanning, with a Level 4 Diploma or active pursuit of it.The company offers a supportive environment for career growth and professional...
-
Learning Support Professional
3 days ago
High Wycombe, Buckinghamshire, United Kingdom beBee Professionals Full time £20,000 - £25,000Job Overview:We are seeking a highly skilled and compassionate Learning Support Professional to join our team at beBee Professionals in High Wycombe. This role is an excellent opportunity for individuals who are passionate about supporting students with special educational needs and want to make a meaningful impact on their education journey.
-
Technical Support Professional
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Biffa group Full timeBiffa Group Technical Support OpportunityAre you passionate about delivering exceptional customer experiences? Do you have a knack for resolving complex technical issues? We're seeking a skilled Technical Support Professional to join our team as a First Line Support Analyst!Salary: £35,000 - £45,000 per annumAbout the RoleThis is an exciting opportunity to...