Job Description Templegate Recruitment
Specialist Recruiters in Financial Services
Job Title: Paraplanner
Location: Dorset
Salary: £45,000 - £55,000 depending on experience
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
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.
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. \
Paraplanner - Hybrid/flexible Working in Christchurch employer: TEMPLEGATE RECRUITMENT LIMITED
As a leading Independent Mortgage & Protection firm with over 20 years of experience, we pride ourselves on our supportive and flexible work culture that empowers our Mortgage Advisers to thrive. With a strong emphasis on professional development, an established client base, and a friendly team environment, we offer an excellent opportunity for growth and success in the financial services industry, all while enjoying the benefits of hybrid working arrangements in Essex.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
