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Paraplanner
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TEMPLEGATE RECRUITMENT LIMITEDAmersham, Buckinghamshire, UKTEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title : Paraplanner
Location : Amersham
Salary : Up to £50,000 dependant on experience
About the Role :
A well-established financial planning firm is seeking a highly experienced and proactive Paraplanner / Practice Manager to join its close-knit team. This is a senior position supporting the Director and playing a key role in the day-to-day operations of the firm. The successful candidate will have strong technical knowledge, exceptional organisational skills, and the ability to turn their hand to a broad range of tasks within a small team environment.
Key Responsibilities :
Provide high-quality paraplanning support, including detailed research, analysis, and suitability report writing across pensions, investments, and protection.
Work closely with the Director to manage client cases and ensure a smooth client journey.
Oversee the operational functions of the office, helping to coord...