Paraplanner

Templegate RecruitmentSpecialist Recruiters in Financial ServicesParaplanner - Research TeamLocation: Rayleigh, Essex (Hybrid working available)Salary: £40,000-£45,000 per annumBenefits:25 days holiday plus bank holidays3 additional days at ChristmasOffice closed for 1 week after ChristmasAuto-enrolment pension after 3 monthsStudy support for examsAbout the CompanyWe work with over 175 financial services firms across the UK, providing compliance support, case administration, and business consultancy. Based in Rayleigh, Essex, we offer a flexible hybrid working model.You will join a dynamic Paraplanning Department supporting a network of 380+ advisers nationwide, delivering high-quality, compliant advice and operational support to advisers and their clients.Key ResponsibilitiesConduct in-depth research on financial products, funds, and providers, especially pensions, investments, and protectionAnalyse client data to support suitability and advice reportsPrepare recommendations and research reports for advisersAssist with portfolio analysis, cashflow modelling, and product comparisonsEnsure all outputs comply with FCA regulationsMaintain up-to-date knowledge of financial planning regulations and market developmentsWork closely with Financial Advisers to enable timely client adviceWhat We''re Looking ForExperience in a research-focused paraplanning role or similarStrong understanding of financial planning products and regulationsComfortable using back-office systems ..... full job details .....