Paraplanner

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Senior Paraplanner / Paraplanning Manager Location: Fareham Salary: £35,000 - £60,000 (depending on experience) Benefits: Quarterly bonus scheme Pension scheme On-site parking Opportunity to lead and develop a small paraplanning team Potential for one day working from home per week (following successful probation and subject to business needs) About the Company: Templegate Recruitment is proud to be working with a well-established, independent financial planning firm seeking an experienced Senior Paraplanner or Paraplanning Manager to join their growing business. This opportunity has arisen as the current Senior Paraplanner is progressing into a Financial Adviser position, creating an exciting opening for someone looking to take the next step in their career. The business has a close-knit and collaborative culture, with a dedicated team of four paraplanners. This is an excellent opportunity for an experienced professional who enjoys remaining hands-on while also leading, mentoring and supporting a small team. Key Responsibilities: Lead, manage and develop a team of four paraplanners. Produce high-quality suitability reports and financial planning documentation. Conduct technical research across pensions, investments and protection products. Work closely with Financial Advisers to deliver excellent client outcomes. Review and maintain high standards of report writing and technical accuracy. ..... full job details .....