Paraplanner

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Paraplanner

Location:

Colchester (Office-based, hybrid options available)

Salary:

£27,000-£35,000

• Benefits:Pension
• Private healthcare
• Flexible working (work from home 2-3 days per week)

About the Company:

Our client is a growing financial services firm committed to delivering exceptional client service and supporting the professional development of their team. With a strong focus on career progression, high-quality training, and clear performance targets, they offer a supportive and structured environment for Paraplanners to thrive.

Key Responsibilities:

Paraplanning & Casework

• Meet monthly team case targets.
• Produce high-quality suitability letters with in-depth CFR checks.
• Liaise with providers for data and follow up on feedback from Business Assurance.
• Prepare CYC calculations

Client Service & Communication

• Provide professional, high-level service to clients.
• Identify potential client issues and escalate appropriately.
• Communicate process changes and updates to clients.
• Update tasks and case trackers to maintain efficiency and meet deadlines.
• Cover colleagues' tasks during absences.

What We're Looking For:

• Proven SJP experience (administrative and/or paraplanning).
• Strong attention to detail and commitment to high-quality client service.
• Ability to meet deadlines and manage multiple cases efficiently.
• Commitment to ongoing professional development and CPD.
• Team-oriented, flexible, and proactive approach.

Desirable Skills:

• Experience producing suitability letters and conducting CFR checks.
• Ability to mentor or support junior team members.

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.