Paraplanner

TEMPLEGATE 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...