Paraplanner

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location : St Albans Hybrid working: 3 days in office, 2 days from home after probation Salary & Benefits : Salary : 40,000 to 46,000 DOE Quarterly admin bonus after probation Standard pension scheme Private healthcare 25 days holiday plus bank holidays Death in service benefit Parking available (pro-rata system) About the Company : A well-established financial planning firm, known for providing tailored advice and supporting high-net-worth clients. The team values efficiency, professionalism, and a friendly office environment, offering a supportive culture and opportunities for career growth as a paraplanner. Role Overview : We are looking for an experienced paraplanner to support one of our directors. This permanent role has arisen due to maternity leave starting in March next year. The successful candidate will be a career paraplanner who is not currently looking to progress into an adviser role. Key Responsibilities : Preparation of detailed reports for client meetings Providing high-quality paraplanning support to a director Ensuring work is completed efficiently and accurately Supporting the smooth running of office processes during the directors schedule Collaborating with colleagues and contributing to a positive office environment Required Experience / Skills: Proven experience as a paraplanner with several years in a similar role Strong technical skills and report writing experience Efficient, confident, and comfortable with office banter Ability to work both independently and as part of a team Professional approach with attention to detail How to Apply : If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion. TPBN1_UKTJ

Created: 2025-10-12