At a Glance
- Tasks: Support Financial Advisers and assist with client reviews and investment research.
- Company: Join a respected financial planning firm with a strong focus on client relationships.
- Benefits: Enjoy 27 days holiday, private health cover, and a company pension scheme.
- Other info: Dynamic work environment with annual events and a supportive team culture.
- Why this job: Kickstart your career in financial planning with genuine progression opportunities.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and paraplanning experience required.
The predicted salary is between 45000 - 50000 £ per year.
Location: Fareham, Hampshire
Salary: Up to £45,000 depending on experience
Benefits:
- 27 days paid holiday plus bank holidays
- 1 days leave on your birthday
- Guaranteed 2 days additional leave at Christmas
- Company pension scheme with death in service option at 4x annual salary
- Private health cover
- Social Club and annual company events
- Genuine career progression into Financial Advice for the right candidate
About the Company:
Templegate Recruitment is delighted to be recruiting on behalf of a well-established and highly respected financial planning business within a legal practice. The firm provides holistic financial planning, with a strong focus on investment advice for an established client bank and an ongoing source of new clients from the legal practice.
This role offers the opportunity to work closely with an experienced Financial Adviser, supporting clients through the ongoing review process while developing your own career within financial planning.
Responsibilities:
- Support the Financial Adviser with annual and ongoing client reviews.
- Maintain accurate client records using Intelligent Office (IO).
- Assist with investment research and portfolio reviews.
What We're Looking For:
- Level 4 Diploma in Regulated Financial Planning (or equivalent) is essential.
- Previous experience working as a Paraplanner within an IFA or Wealth Management firm.
- Strong knowledge of investment products.
- Someone who enjoys building long-term relationships with clients and colleagues.
- Experience using Intelligent Office (IO).
- An interest in progressing into a Financial Adviser role in the future.
- Knowledge of FCA regulatory requirements and suitability report writing.
Paraplanner (Pensions Management) in Fareham employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an excellent employer, offering a supportive and collaborative work environment in their Kingsley office. With competitive salaries, comprehensive benefits including private medical insurance and generous holiday allowances, as well as ongoing training and development opportunities, employees can thrive both personally and professionally. The company also fosters a strong team spirit through bi-annual trips abroad and UK-based events, making it a rewarding place to build a career in financial services administration.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (Pensions Management) in Fareham
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We think you need these skills to ace Paraplanner (Pensions Management) in Fareham
Some tips for your application 🫡
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✨Brush Up on Financial Analysis Skills
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