Paraplanner

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title: ParaplannerLocation: North WestSalary: Competitive (Dependent on Experience)Benefits:25 days'' annual leave plus bank holidaysBirthday leavePaid Christmas shutdown leave9-day working fortnight (paid day off every other week)5% employer pension contribution via salary sacrificeEmployer National Insurance savings rebated into pension planDeath in Service cover (10x basic salary)Private Medical InsuranceHealthcare Cash Plan SchemeEmployee discounts and salary sacrifice benefits programmeStaff discount card with partner offersFinancial support and study leave for professional qualificationsReferral bonus schemeDiscretionary performance bonus schemeAbout the Company:Our client is a well-established Independent Financial Advice firm with a strong reputation for delivering high-quality, personalised financial planning solutions. The business specialises in pensions, investments, inheritance tax planning and wealth management, helping clients achieve their long-term financial objectives through tailored advice and exceptional service. The firm is committed to maintaining the highest professional standards and ensuring all advice is delivered in line with FCA regulations and Consumer Duty principles.Key Responsibilities:Prepare detailed and accurate suitability reports, financial plans and recommendations tailored to client objectives.Conduct comprehensive research and analysis to support financial planning ..... full job details .....