Benefits:
- 25 days’ annual leave plus bank holidays
- NEST pension
- Annual Christmas bonus
- Hybrid working available following an initial period in the office
- Flexible start and finish times
Job Title: Paraplanner
Location: Dorset
Salary: £45,000 – £55,000 depending on experience
About the Company:
A well-established and growing financial planning firm is looking for an experienced Paraplanner to join its close-knit back-office team. This is an excellent opportunity for a career Paraplanner to join a small and personable business where they will work closely with the adviser and have the opportunity to build strong relationships with clients.
The successful candidate will be joining an established team and will play an important role in supporting the firm's ongoing financial planning activities.
Key Responsibilities:
- Providing comprehensive Paraplanner support to the adviser
- Preparing high-quality suitability reports and financial planning documentation
- Supporting across a broad range of financial planning matters, with strong knowledge of pensions essential
- Carrying out research and analysis to support recommendations
- Preparing client review and meeting documentation
- Liaising with clients and providing a professional and personable service
- Maintaining accurate records and information using IO
- Working closely with the adviser and wider administration team to ensure a smooth and efficient service
What We’re Looking For:
- At least 2 years’ experience working as a Paraplanner within financial services
- Strong technical knowledge across the full financial planning spectrum
- Excellent knowledge and understanding of pensions
- A Level 4 Diploma in Financial Planning is preferred, although relevant experience will be considered
- A career-focused Paraplanner who can hit the ground running
- Strong communication and interpersonal skills, with confidence dealing directly with clients
- Excellent attention to detail and organisational skills
- Someone who will thrive within a small, collaborative team environment
Desirable Skills:
- Experience using IO or similar back-office systems
- Level 4 Diploma in Financial Planning
- Strong pension and investment knowledge
- Experience supporting advisers within an IFA or wealth management environment
- Commitment to continuing professional development
How to Apply:
If you are an experienced Paraplanner looking for your next opportunity within a friendly and established financial planning environment, we would love to hear from you.
Interested? Submit your CV today!
If your experience aligns with this
opportunity, one of our specialist consultants will contact you to discuss
further. We’ll also take the time to understand your career goals and highlight
other roles that may be a great fit.
Due to the high volume of applications, we can
only respond to successful candidates. If you haven’t heard from us within
7 days, please assume your application has not been successful on this occasion
Senior Paraplanner in Poole employer: TEMPLEGATE RECRUITMENT Careers
Join a well-regarded financial services firm in Leeds as an Independent Financial Adviser, where you will benefit from a supportive and friendly work culture. With flexible working hours, generous holiday entitlement, and a strong focus on employee growth, this role offers the chance to manage an existing client bank while contributing to the ongoing success of a close-knit team. Enjoy the advantages of working in a smaller, family-run business that values your professional development and fosters long-term client relationships.
Contact Details:
TEMPLEGATE RECRUITMENT Careers Recruitment Team
