TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Analytical Paraplanner Location: Thames Ditton Benefits: Quarterly Bonus, Completive salary Salary: £35,000 to £50,000 depending on qualifications and experience. Summary of the ParaplannerRole: Our clientis a well-established and client-focused Wealth Management firm dedicated to providing tailored financial advice and investment solutions. With a strong reputation for professionalism and integrity, our clients prides themselveson delivering exceptional client outcomes through its expert team of advisers, paraplanners, and support staff. They are seeking an experienced and detail-oriented Analytical Paraplanner to join theirdynamic IFAfirm. The ideal candidate will possess strong analytical skills, a solid background in financial services, and experience in cash flow modelling and fund performance analysis. The role will involve working closely with Financial Advisers to support the delivery of high-quality financial planning services. What Your Day-to-Day Duties Will Include: Conduct comprehensive client analytics before meetings, ensuring detailed analysis and preparation to support financial advice Prepare detailed client return reports, ensuring accuracy and clarity in all documentation Perform in-depth financial analysis, including fund performance analysis and portfolio assessments Utilise cash flow modelling tools to assess and illustrate client financial scenarios Assist in developing and implementing tailored financial strategies to meet client objectives Collaborate with advisers to construct investment portfolios, ensuring alignment with clients' risk profiles, goals, and capacity for loss Maintain accurate records and provide supporting documentation for audit and compliance purposes Contribute to internal procedures, ensuring processes align with regulatory standards and industry best practices Participate in client meetings alongside advisers, offering technical support and insight Key Qualities and Skills Required for this Role: Proven experience in a paraplanning role within a Wealth Management/IFAenvironment Strong analytical skills with experience in fund performance analysis and financial research Excellent attention to detail and ability to manage complex data effectively Strong communication skills with the ability to explain technical financial information clearly Ability to work both independently and collaboratively as part of a team Effective time management skills to manage multiple tasks and meet deadlines Apply today to be considered for this Paraplanneropportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations and, where appropriate, recommend other relevant opportunities to you that match your requirements. Due to the amount of response we receive, unfortunately, we are not able to give feedback to individuals. If you have not heard back within 7 days, please assume that you have not been successful for the role you have applied for ADZN1_UKTJ