Paraplanner

TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters

Job Title:Paraplanner

Location:Nottingham

Salary:£30,000 to £40,000, depending on qualifications and experience

Benefits:

• Full-time role, Monday to Friday
• Flexible working arrangements with a mix of office and remote work
• Competitive salary based on experience, skills, and qualifications
• Excellent staff benefits, including:
  • Matching Pension Scheme
  • 3x Death in Service coverage
  • 26 days of annual leave, increasing with length of service
  • Free parking
  • Progression opportunities

About the Company:

Our client is seeking a Paraplanner to support Advisors within their growing firm, which offers advice across a broad range of financial services products. This role is ideal for a committed individual looking to grow with a dynamic practice.

Our client is a financial services firm dedicated to helping clients achieve financial stability and growth. They offer personalised wealth management solutions tailored to individual goals, whether it's planning for retirement, managing investments, or safeguarding assets. With a focus on building long-term relationships.

Key Responsibilities:

• Writing Suitability Reports and fund switch letters in accordance with company procedures
• Attending client meetings
• Asset allocation and model portfolio setup and management
• Ensuring all research and relevant information is documented for compliance
• Monitoring and reporting on monthly investment statistics
• Conducting due diligence on providers, products, and new technology

Qualifications and Experience Required:

• Over 2 years of experience in an IFA environment
• Strong technical knowledge of financial services products
• Proven experience in writing Suitability Reports and fund switch letters

Apply today to be considered for this Paraplanner opportunity. If you are a suitable candidate, one of our specialist consultants will reach out to discuss the role in detail before submitting your CV to the client. During this conversation, we will explore your specific skills and motivations and, where applicable, suggest other relevant opportunities that align with your requirements.

Please note that due to the high volume of responses, we are unable to provide individual feedback. If you do not hear from us within 7 days, please assume that your application has not been successful for this role.

ADZN1_UKTJ