Paraplanning Professional
3 weeks ago
TEMPLEGATE 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 development, with a focus on delivering exceptional independent financial advice.
Job Description- Debriefing sessions with advisers after client meetings.
- Interpreting client data to create tailored financial solutions.
- Researching funds and products to provide expert recommendations.
- Preparing suitability letters, client illustrations, and key features documents.
- Ensuring client files are compliant and up-to-date.
- Coordinating with team members to support advisers.
- Maintaining high standards of written communication and technical accuracy.
- Minimum 3 years experience in Paraplanning.
- Level 4 Diploma or actively pursuing it.
- Knowledge of investments, pensions, and protection products.
- Microsoft Office proficiency and strong analytical skills.
- Excellent communication and teamwork skills.
- Self-motivation and ability to work under pressure.
A competitive salary range of £35,000 - £55,000 depending on experience, along with opportunities for career growth and professional development.
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Paraplanning Professional
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Paraplanning Professional
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High Wycombe, Buckinghamshire, United Kingdom enable recruitment | B Corp™ Full timeThe OpportunityWe are seeking a skilled and detail-oriented individual to support our financial planning team as a Paraplanner Trainee. The successful candidate will have experience in administration and a strong understanding of the financial services industry.
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Financial Planning Specialist
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High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time £35,000 - £55,000About the RoleTEMPLEGATE RECRUITMENT LIMITED seeks an experienced Paraplanner to join their team in Stokenchurch. This role is ideal for someone with a minimum of 3 years in Paraplanning who is either Level 4 Diploma qualified or actively working towards it.The successful candidate will be committed to delivering exceptional independent financial advice,...
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