Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Senior / Technical Paraplanner Location: Fully remote (UK-based) Salary: Open to discussion depending on experience Benefits: Flexible, remote working arrangements School hours considered Term-time only working available Supportive and flexible boutique environment Quality-focused workload with low case volume About the Company: This is a small, boutique, family-oriented financial planning business supporting a highly bespoke client base. The firm operates with a flexible and supportive culture and prioritises technical excellence and quality of output over volume. Key Responsibilities: Provide high-level technical paraplanning support to a sole adviser practice Prepare detailed suitability reports and technical research for high-net-worth clients Conduct product and fund research using FE Analytics and CashCalc Support complex financial planning cases with a strong emphasis on accuracy and technical quality Liaise closely with the adviser to ensure timely and accurate client outcomes Maintain exceptionally high standards of accuracy with a very low error rate Support gener...
Senior Paraplanner employer: TEMPLEGATE RECRUITMENT
Join a dynamic financial services company in Leeds that values its employees and fosters a collaborative work culture. With competitive salaries and opportunities for professional development, we are committed to supporting your growth as a Senior IFA Administrator. Enjoy the unique advantage of working in a vibrant city known for its rich history and thriving community.
