Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:ParaplannerLocation:Colchester (Office-based, hybrid options available)Salary:£27,000-£35,000 Benefits:PensionPrivate healthcareFlexible 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 and CaseworkMeet 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 calculationsClient Service and CommunicationProvide 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 ..... full job details .....