At a Glance
- Tasks: Support Financial Advisers with client reviews and investment research.
- Company: Respected financial planning business within a legal practice.
- Benefits: Up to £45,000 salary, 27 days holiday, private health cover, and pension scheme.
- Other info: Join a dynamic team with social events and a focus on client relationships.
- 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 49500 - 60500 £ per year.
Specialist Recruiters in Financial Services
Salary: Up to £45,000 depending on experience
- 27 days paid holiday plus bank holidays
- 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
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.
- 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.
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 investments 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.
Pension Paraplanner in Southampton 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
