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    Paraplanner - Hybrid/flexible Working - Leatherhead, Surrey, United Kingdom - Templegate recruitment

    Templegate recruitment
    Templegate recruitment Leatherhead, Surrey, United Kingdom

    1 week ago

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    Description
    Financial Services Specialist Recruiters

    Job Title:
    Junior Paraplanner ( 3 Month Contract)

    Salary: 30,000 to 35,000 depending on qualifications and experience

    Our clients are seeking a motivated and detail-oriented individual to join their team as a Junior Paraplanner.

    In this role, you will work closely with senior paraplanners and financial advisors to assist in the preparation of financial plans and reports for our clients.

    The ideal candidate will have Financial services experience.


    Assist in the preparation of financial plans and reports for clients, including gathering client data, conducting research, and analysing financial information.

    Support senior paraplanners and financial advisors in developing recommendations and strategies to meet client goals and objectives.
    Prepare draft financial planning documents, including client proposals, investment summaries, and retirement projections.
    Conduct research on investment products, tax regulations, and financial planning strategies to support client recommendations.
    Maintain accurate client records and ensure compliance with regulatory requirements.


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