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 director’s 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 haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.

TEMPLEGATE RECRUITMENT LIMITED

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Paraplanner