Paraplanner

TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters

Job Title:Paraplanner
Location:Boston, Lincolnshire
Salary:Up to £32,000 (based on experience and qualifications)

Our client is a prominent financial services company specializing in a comprehensive range of investment and wealth management solutions. With a commitment to delivering tailored financial strategies, they focus on helping individuals and businesses achieve their financial goals through personalised advisory services.

The firm boasts a team of experienced professionals who leverage their expertise in investment management, retirement planning, and risk assessment to create comprehensive financial plans. With a strong emphasis on client relationships and transparency, their aim is to empower clients to make informed decisions, ensuring their financial well-being and long-term success in an ever-evolving economic landscape.

• Collaborate closely with financial advisors to understand client needs and customize financial plans accordingly.
• Communicate with clients as needed to clarify financial goals, gather additional information, and address inquiries.
• Conduct thorough analyses of clients' financial situations, including income, expenses, assets, and liabilities.
• Utilize financial planning software and tools to model various scenarios and assess their impact on clients' financial objectives.
• Produce tailored financial planning reports for new business cases, annual reviews, withdrawals, and other ad-hoc client requests throughout the year.
• Ensure compliance with industry regulations and standards in the development of financial plans.
• Maintain accurate and organized records of client information and financial plans.
• Stay informed about financial planning regulations, industry trends, and techniques that may affect client strategies.

• Qualifications:Level 4 Diploma in Financial Advice (DipFA) or equivalent is highly desirable.
• Experience:Previous experience in a financial services or advisory role, with a focus on paraplanning, is advantageous.
• Skills:
  • Strong analytical skills with the ability to interpret complex financial data.
  • Excellent verbal and written communication skills for effective client interaction.
  • Attention to detail and a high level of accuracy in preparing documentation.
  • Proficiency in financial planning software and Microsoft Office applications.
  • Strong organizational and time management skills to handle multiple tasks and deadlines.

If this Paraplanner role sounds like a fit for you, apply today! One of our specialist consultants will review your application and contact you to discuss the opportunity in detail. During this conversation, well assess your skills, motivations, and explore other relevant opportunities that align with your career goals.