TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : Paraplanner Location: Harrogate Benefits: 27 days holiday per annum (pro-rata for part-time) statutory holidays Group pension scheme 2x DIS (Death in Service) cover Free on-site parking Salary: £38,000 £45,000 Depending on qualifications and experience. Role Overview: Our client are looking for an Experienced Paraplanner to join their team and provide essential technical, research, and administrative support to their Directors. You will play a key role in ensuring the clients receive exceptional service and compliant, tailored financial advice. What Your Day to Day Duties Will Include: Providing technical, research, and administrative support Producing compliant and detailed Suitability Reports Ensuring all client records are accurate, fully compliant, and up to date Conducting annual client reviews What is Needed to Be Considered For This Role: Seeking a professional with significant experience in Pensions and Investments, ideally gained in a similar role within an IFA environment. Qualifications & Skills: Diploma-qualified (or equivalent) preferred but not essential depending on experience Knowledge of research tools, ideally including: O&M for Pension Research FE Analytics for Fund and Portfolio Research Avelo Exchange for Protection and Annuity Research Iress Database System Strong knowledge of Microsoft Office applications Excellent oral and written communication skills Strong telephone skills and technical proficiency Highly organised with the ability to handle general client inquiries efficiently and independently Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to 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. ADZN1_UKTJ