TEMPLEGATE RECRUITMENT LIMITED

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : Paraplanner Location :Summertown, Oxford (Office-based) Benefits : 25 days annual leave plus bank holidays Additional holiday entitlement: +1 day for every full year of service (up to 30 days) Extra day off for your birthday (if it falls on a working day) Annual Mental Health Day 7% pension contribution Salary :£32,000 £40,000 per annu click apply for full job details

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : Paraplanner Location :Aylesbury Benefits : Working Hours : Monday to Friday, 9 AM 5 PM. Hybrid working : Minimum 3 days in the office (Tues, Wed, Thurs). 25 days holiday plus bank holidays click apply for full job details

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: IFAAdministrator Location: Trowbridge, Wiltshire (Office Based) Starting Salary: £27,000 - £31,000 (depending on experience) plus discretionary quarterly bonus Company Benefits: Bonus structure to be confirmed after a 6-month probation period Company pension (5% enrolment) Holiday entitlement: 23 days basic plus 8 bank holidays; addit click apply for full job details

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Financial Planning Administrator Location: York Benefits: Competitive salary, Pension, Hybrid Working. Salary: £25,000 to £29,000 depending on qualifications and experience. Summary of the Financial Planning AdministratorRole: A well-established wealth management firm, specialising in providing holistic financial services to dentists, click apply for full job details

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Paraplanner Location:Bristol Benefits: Group Life Cover Group Income Protection Workplace Pension Plan Private Medical Insurance Health Cash Plan Cycle to Work scheme Free Parking Flexible Working/Hybrid Working. Full Time or Part Time available. Salary:£38,000 £45,000 Depending on qualifications and experience. About the Company: Our clientis a forward-thinking, client-focused firm that values professionalism, integrity, and a commitment to excellence. With a supportive and collaborative team environment, they provide opportunities for professional growth and development, ensuring employees can expand their skills and advance their careers. Our client offers a comprehensive benefits package, including private medical insurance, a workplace pension, and health-focused perks, reflecting their dedication to employee well-being. Their reputation for delivering tailored financial advice and maintaining strong client relationships makes them an excellent choice for those passionate about the financial services industry and seeking a role where they can truly make an impact. As a Paraplanner, you will play a pivotal role in supporting Financial Planners and Investment Managers by conducting research, performing calculations, and preparing detailed reports. Your efforts will contribute to delivering high-quality recommendations for clients and providing clear, actionable information for administrators and providers. This role requires exceptional analytical skills, attention to detail, and a thorough understanding of financial planning strategies, regulations, and products. What Your Day to Day Duties Will Include: Conduct client risk assessments, research, analysis, and product selection within financial advisory services. Collaborate with Planners to develop holistic plans for complex financial planning needs. Prepare suitability letters and recommendation reports, covering investments, onshore and offshore bonds, SIPPs, protection plans, and occasionally VCT/EIS, BR, and DB SSAS. Perform planning tasks such as income planning, IHT and tax calculations, trust solutions, and cashflow planning. Conduct calculations for pension carry forward, Tapered Annual Allowance, IHT, CGT, and income tax. Manage project work, including transition projects for acquired client banks, encompassing report processing, document creation, and process management to completion. Handle time-driven task communications such as ISA/pension top-ups and CGT bed and ISA actions for platform clients, including client bank assessments and drafting suitability letters. Participate in team meetings and contribute to process improvements. Support ad-hoc projects and administrative tasks to enhance client service delivery. What is Needed to Be Considered For This Role: CII PFS Diploma qualification (or working towards it). Background in paraplanning within an advisory or investment management firm, with a strong understanding of regulated advice and investment management services. Strong numeracy and literacy skills, with GCSE grades A-C (or 5-9) in Maths and English as a minimum. Ideally educated to A-Level standard or equivalent. Proficient in Microsoft Word and Excel; experience with client record and database systems is advantageous. Excellent attention to detail, organizational, and time management skills. Critical thinker and problem-solver. Ability to manage multiple tasks and meet deadlines in a fast-paced environment. Exceptional written and verbal communication skills. Client-focused with a commitment to delivering an excellent client experience. Capable of working independently and collaboratively as part of a team. Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. JBRP1_UKTJ

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : Senior Paraplanner Location: Newcastle upon Tyne Benefits : Competitive salary dependent upon experience and qualifications. Immediate eligibility for the Companys Death in Service Scheme of four times starting salary click apply for full job details

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Financial Services Administrator Location: Home-based Benefits: Competitive salary, 100% remote role, Full-time Fixed hours, Death in Service, Holiday, Exam support, Pension,Access to Smart Health. Salary: £13.50per hour, payable monthly About the Company: We are looking for an experienced Financial Services Administrator with SJP exp click apply for full job details

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Financial Services Administrator Location: Home-based Benefits: Competitive salary, 100% remote role, Full-time Fixed hours, Death in Service, Holiday, Exam support, Pension,Access to Smart Health. Salary: £13.50per hour, payable monthly About the Company: We are looking for an experienced Financial Services Administrator with SJP exp click apply for full job details