The following job is no longer available:
Paraplanner
Paraplanner
Paraplanner
Posted 2 days ago
- Plymouth, Devon
- Any
- External
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters
Job Title : Paraplanner
Location : Plymouth
Benefits :
Competitive salary (dependent on experience and qualification level)
4% Employer Pension Contribution
Death in Service Benefit (4 x salary)
Income Protection (75% of salary)
£500 Annual Staff Wellbeing Payment
Regular Quarterly Staff Events
Supportive and professional team environment
Salary : £30,000 to £40,000 per annum (dependent on experience)
About the Role : Our clientsare seeking an experienced and dedicated Paraplanner to join theirdynamic financial planning team. This is a fantastic opportunity for a motivated individual who is either Level 4 qualified or actively working towards the Diploma in Regulated Financial Planning. As a key part of the team, you will support theFinancial Planners in delivering high-quality advice and service to clients. This role is based in the office full-time, with occasional flexibility to work from home when required.
Key Responsibilities:
Provide technical paraplanning support, including research, analysis, and report writing
Prepare and maintain client files in line with regulatory requirements
Liaise with providers and internal teams to obtain relevant information
Assist with the development and maintenance of client financial plans
Ensure timely and accurate processing of client documentation
Requirements :
Level 4 Diploma in Regulated Financial Planning (or currently working towards it)
Proven paraplanning experience within a financial planning or wealth management firm
Strong knowledge of financial planning products, compliance, and regulations
Excellent attention to detail and organisational skills
Strong communication and interpersonal abilities
To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements.
Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful.
TPBN1_UKTJ
Job Title : Paraplanner
Location : Plymouth
Benefits :
Competitive salary (dependent on experience and qualification level)
4% Employer Pension Contribution
Death in Service Benefit (4 x salary)
Income Protection (75% of salary)
£500 Annual Staff Wellbeing Payment
Regular Quarterly Staff Events
Supportive and professional team environment
Salary : £30,000 to £40,000 per annum (dependent on experience)
About the Role : Our clientsare seeking an experienced and dedicated Paraplanner to join theirdynamic financial planning team. This is a fantastic opportunity for a motivated individual who is either Level 4 qualified or actively working towards the Diploma in Regulated Financial Planning. As a key part of the team, you will support theFinancial Planners in delivering high-quality advice and service to clients. This role is based in the office full-time, with occasional flexibility to work from home when required.
Key Responsibilities:
Provide technical paraplanning support, including research, analysis, and report writing
Prepare and maintain client files in line with regulatory requirements
Liaise with providers and internal teams to obtain relevant information
Assist with the development and maintenance of client financial plans
Ensure timely and accurate processing of client documentation
Requirements :
Level 4 Diploma in Regulated Financial Planning (or currently working towards it)
Proven paraplanning experience within a financial planning or wealth management firm
Strong knowledge of financial planning products, compliance, and regulations
Excellent attention to detail and organisational skills
Strong communication and interpersonal abilities
To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements.
Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful.
TPBN1_UKTJ