Paraplanner

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Paraplanner Location:South East London, SE3 - office-based initiallySalary:£45,000+ (dependent on experience)Benefits:PensionHoliday allowanceBirthday day offAbout the Company:This is a small, family-originated IFA business with a close-knit office of six employees, including two advisors, two paraplanners, an admin, and a practice manager. The company values flexibility, hard work, and team collaboration, seeking individuals who can make a meaningful contribution and fit in with the existing team culture.Key Responsibilities:Liaising with clients and supporting client meetingsSupporting new business initiativesTaking meeting minutes and tracking action pointsAssisting with paraplanner report writing (outsourced)Working across IO (Intelligent Office) and Voyant platformsWhat We''re Looking For:Well-qualified Paraplanner with experience in financial servicesLevel 4 Diploma (or commitment to sit exams if not yet fully qualified)Flexible and adaptable team playerLocal to South East London (SE3) or nearbyOpen to part-time arrangements but available for full-time hours (9-5, Monday-Friday)Desirable Skills:Strong client liaison and communication skillsExperience with client meetings and new business supportAbility to produce clear, accurate meeting notes and follow-up action pointsProficient in IO and Voyant platformsPrevious exposure to IFA office environment beneficialHow to Apply:Interested? Submit your ..... full job details .....