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TEMPLEGATE RECRUITMENT

32

active jobs

46

Jobs Publisheds

Active jobs (32)

Paraplanner – Financial Planning Specialist

Knutsford Hybrid 1 month ago

About the roleWe are partnering with a well‑established chartered financial planning firm to expand its Paraplanning team. The successful candidate wi...

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Financial Administrator – IFA (Kingsley Office)

Whitehill Onsite 1 month ago

About the roleWe are partnering with a well‑established financial advisory firm to recruit an experienced Financial Administrator for their Kingsley o...

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Intelligent Office (IO)

Operations Manager

Warrington Hybrid 1 month ago

About the roleWe are seeking an experienced Operations Manager to support the day‑to‑day running of a rapidly expanding financial services business. T...

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Senior Paraplanner – Financial Planning (Hybrid)

Croydon Hybrid 1 month ago

About the roleThe role is for a Senior Paraplanner within a well‑established financial planning firm. You will work closely with advisers to produce h...

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Intelligent Office (IO) Dynamic Planner PlannerPal

Client Service Coordinator – Financial Services

Colchester Hybrid 1 month ago

About the roleWe are seeking an organised, client‑focused Coordinator to support a growing financial planning practice. You will act as the primary ad...

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Financial Administrator – Investments & Pensions

Whitehill Onsite 1 month ago

About the roleWe are partnering with a well‑established financial advisory firm to recruit a Financial Administrator for their Kingsley office. You wi...

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Intelligent Office (IO)

Senior Paraplanner – Lead a Small Team

Whiteley 1 month ago

About the roleWe are partnering with an established independent financial planning firm that is looking for an experienced Senior Paraplanner to step...

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Salesforce

Senior Paraplanner Team Leader – St Albans

St Albans 1 month ago

About the roleWe are seeking a Senior Paraplanner to lead a small paraplanning team in St Albans. The successful candidate will provide high‑quality t...

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FCA compliance Financial planning Pensions Investments Retirement planning

Client Services Specialist – Financial Planning

Berkhamsted Hybrid 1 month ago

About the roleThis position supports a growing financial planning practice, handling pre‑sale and post‑sale administration for client portfolios. Work...

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XPLAN FE Defaqto Cashcalc

Financial Administrator – Client Services & Back‑Office

West Wycombe 1 month ago

About the roleThis full‑time Financial Administrator role supports a busy financial planning practice, acting as the primary point of contact for clie...

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Intelligent Office (IO)

Financial Services Administrator

Colchester Hybrid 1 month ago

About the roleThe Financial Services Administrator will provide comprehensive administrative support to a portfolio of clients within a growing financ...

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Salesforce SJP

Financial Administrator – Pensions & Investments

Whitehill Onsite 1 month ago

About the roleThis permanent, full‑time position supports a team of financial advisers in a well‑established advisory firm. You will provide comprehen...

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Intelligent Office (IO)

Technical Paraplanner

Trowbridge Hybrid 1 month ago

About the roleThis position offers the chance to join an award‑winning wealth management firm that puts clients first. You will work within a highly s...

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Advisor Support Administrator – IFA

Southport 1 month ago

About the roleThe Advisor Support Administrator provides essential administrative assistance to financial advisers and paraplanners within a fast‑grow...

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Plannr

Senior Paraplanner

Euxton Hybrid 1 month ago

About the roleWe are seeking a Senior Paraplanner to provide high‑level technical support to our team of Financial Advisers. Working in a hybrid model...

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Client Relationship Administrator

Euxton Hybrid 1 month ago

About the roleThe Client Relationship Administrator will provide comprehensive administrative support to financial advisers and their clients within a...

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Senior Paraplanner – Independent Financial Advice

Feering 1 month ago

About the roleWe are seeking a Senior Paraplanner to join a rapidly growing independent financial advice business. You will work closely with advisers...

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investments pensions inheritance tax planning trusts protection

IFA Administrator – Financial Planning

Altrincham Hybrid 1 month ago

About the roleWe are seeking an experienced IFA Administrator to join a well‑established financial planning practice in Altrincham. You will be the pr...

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CRM

Paraplanner – Independent Financial Advice Firm

Battle 1 month ago

About the roleWe are seeking an experienced Paraplanner to join a rapidly growing Independent Financial Advice business in Battle. You will work close...

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Investments Pensions Inheritance tax planning Trusts Protection

Paraplanner – Financial Planning Support

Fareham 1 month ago

About the roleWe are seeking a Paraplanner to support an experienced Financial Adviser within a well‑established financial planning business based in...

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Intelligent Office (IO)

Skills

Intelligent Office (IO) Salesforce Pensions Investments CRM FE Analytics CashCalc Dynamic Planner PlannerPal FCA compliance

Location

Whitehill 4
Colchester 4
Euxton 4
St Albans 2
Altrincham 2
Battle 2
Knutsford 1
Warrington 1
Croydon 1
Whiteley 1
Berkhamsted 1
West Wycombe 1
Trowbridge 1
Southport 1
Feering 1
Fareham 1
Hebburn 1
London 1
Carrington 1
Kings Norton 1

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