Templegate Recruitment

Specialist Recruiters in Financial Services Paraplanner

Research Team

Location: Rayleigh, Essex (Hybrid working available) Salary: £40,000£45,000 per annum Benefits: 25 days holiday plus bank holidays

3 additional days at Christmas

Office closed for 1 week after Christmas

Auto-enrolment pension after 3 months

Study support for exams

About the Company

We 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 Responsibilities

Conduct in-depth research on financial products, funds, and providers, especially pensions, investments, and protection

Analyse client data to support suitability and advice reports

Prepare recommendations and research reports for advisers

Assist with portfolio analysis, cashflow modelling, and product comparisons

Ensure all outputs comply with FCA regulations

Maintain up-to-date knowledge of financial planning regulations and market developments

Work closely with Financial Advisers to enable timely client advice

What Were Looking For

Experience in a research-focused paraplanning role or similar

Strong understanding of financial planning products and regulations

Comfortable using back-office systems (Intelliflo, Selecta Pension, FE Analytics preferred)

Ability to collate and process information accurately under tight deadlines

Excellent written and verbal communication skills

Level 4 Diploma in Financial Planning preferred (or equivalent experience)

Desirable Skills

Previous experience in a fast-paced paraplanning or research team

Ability to hit the ground running with minimal supervision

Strong attention to detail and analytical skills

Proactive approach to personal development and exam support

How to Apply

If this opportunity aligns with your experience, submit your CV today. One of our specialist consultants will contact you to discuss the role and explore other opportunities that match your career goals. Due to high application volumes, only successful candidates will be contacted. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion.

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