Senior Paraplanner

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Senior / Technical ParaplannerLocation:Fully remote (UK-based)Salary:Open to discussion depending on experienceBenefits:Flexible, remote working arrangementsSchool hours consideredTerm-time only working availableSupportive and flexible boutique environmentQuality-focused workload with low case volumeAbout the Company:This is a small, boutique, family-oriented financial planning business supporting a highly bespoke client base. The firm operates with a flexible and supportive culture and prioritises technical excellence and quality of output over volume.Key Responsibilities:Provide high-level technical paraplanning support to a sole adviser practicePrepare detailed suitability reports and technical research for high-net-worth clientsConduct product and fund research using FE Analytics and CashCalcSupport complex financial planning cases with a strong emphasis on accuracy and technical qualityLiaise closely with the adviser to ensure timely and accurate client outcomesMaintain exceptionally high standards of accuracy with a very low error rateSupport general paraplanning and administrative tasks as requiredWhat We''re Looking For:Minimum Level 4 Diploma in Financial Planning (essential)Strong technical paraplanning experience within financial servicesProven experience working with high-net-worth clientsExcellent attention to detailStrong organisational and administrative skillsAbility to work ..... full job details .....