Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisors by preparing reports and conducting research.
- Company: Templegate Recruitment, specialists in financial services.
- Benefits: Competitive salary, private healthcare, and generous holiday allowance.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong analytical skills.
- Other info: Enjoy hybrid working with great career progression opportunities.
The predicted salary is between 40000 - 46000 £ per year.
Templegate Recruitment
Specialist Recruiters in Financial Services
Job Title
Paraplanner
Location
St Albans – Hybrid working: 3 days in office, 2 days from home after probation
Salary & Benefits
- Salary: £40,000 to £46,000 DOE
- Quarterly admin bonus after probation
- Standard pension scheme
- Private healthcare
- 25 days holiday plus bank holidays
- Death in service benefit
- Parking available (pro-rata system)
About the Company
A well-established financial planning firm, known for providing tailored advice and supporting high-net-worth clients. The team values efficiency, professionalism, and a friendly office environment, offering a supportive culture and opportunities for career growth as a paraplanner.
Role Overview
We are looking for an experienced paraplanner to support one of our directors. This permanent role has arisen due to maternity leave starting in March next year. The successful candidate will be a career paraplanner who is not currently looking to progress into an adviser role.
Key Responsibilities
- Preparation of detailed reports for client meetings
- Providing high-quality paraplanning support to a director
- Ensuring work is completed efficiently and accurately
- Supporting the smooth running of office processes during the director’s schedule
- Collaborating with colleagues and contributing to a positive office environment
Required Experience / Skills
- Proven experience as a paraplanner with several years in a similar role
- Strong technical skills and report writing experience
- Efficient, confident, and comfortable with office banter
- Ability to work both independently and as part of a team
- Professional approach with attention to detail
How to Apply
If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.
#J-18808-Ljbffr
Paraplanner employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews! Research common questions for Paraplanner positions and practice your answers. We recommend using mock interviews with friends or even recording yourself to refine your delivery.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, bring along examples of your work or case studies that highlight your expertise in financial planning. This will set you apart from the crowd.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for the best Paraplanner roles. Plus, we’re always here to help you navigate the job search process.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight relevant experience and skills that match the job description. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Let us know what excites you about working with us at StudySmarter.
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use examples from your past experiences to show how you've successfully applied your skills in real-world situations. We love seeing practical applications!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Financial Stuff
As a Paraplanner, you'll need to demonstrate your understanding of financial services. Brush up on key concepts, regulations, and recent industry changes. Being able to discuss these confidently will show that you're not just a candidate, but a knowledgeable professional.
✨Tailor Your Experience
Make sure to highlight your relevant experience in financial planning or paraplanning during the interview. Use specific examples from your past roles that showcase your skills and how they align with what Templegate Recruitment is looking for. This personal touch can really make you stand out.
✨Ask Insightful Questions
Prepare some thoughtful questions about the role and the company culture. This shows your genuine interest in the position and helps you assess if it's the right fit for you. Questions about team dynamics or growth opportunities can be particularly effective.
✨Practice Makes Perfect
Before the big day, do a mock interview with a friend or family member. This will help you get comfortable with articulating your thoughts and answering common interview questions. The more you practice, the more confident you'll feel when it’s time to shine!
