Job Description
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:
1. Provide technical paraplanning support, including research, analysis, and report writing
2. Prepare and maintain client files in line with regulatory requirements
3. Liaise with providers and internal teams to obtain relevant information
4. A...