SITE MAP | ACCESSIBILITY

Vacancies

Templar is currently enjoying a period of organic growth and is looking for capable and ambitious finance professionals to fill the roles detailed below.

We would also like to hear from individuals who would be interested in joining the Templar team, regardless of whether an appropriate vacancy is currently advertised.

We are committed to attracting ambitious team members who will be fully supported within our technical training program. We are an equal opportunities employer, committed to the development and success of our employees.

We offer a competitive salary and benefits package.

We have big plans…..have you?

Current Vacancies

Job title:                         Part-Time Filing and Scanning Assistant 

Job description:              

(i)  Methodical filing of electronic and paper documents                                       

(ii)  Administrative support to senior executive assistants - for example - obtaining data to assist with research, entering fees and commissions on our database; some special projects work; opening and distributing the post.                                   

 

What we are looking for

We are looking for someone who is flexible, methodical, accurate in their work and gets on well with people.  You may be a recent graduate or school-leaver who can accept part time work initially, with a view to learning the ropes in our profession.  Alternatively, you may be someone who wants to focus on work-life balance.  Hours are likely to be four per day.  We can be flexible.

What you should be like

Questions you should ask yourself to see if you fit this role:

1. Can I work within a small team?
2. Do I enjoy using my initiative and thinking for myself?
3. Can I work under pressure (sometimes!) and keep a cool head?
4. Can I communicate well in my written work and my conversations?
5. Am I happy to do dull admin work as well as a few more interesting projects (and make the occasional cup of tea!)?
6. Do I want to progress within a really nice company, within the Financial Planning industry?

If you can say yes to all of these, you may have found the perfect job!

If you are good at what you do, you will progress in your own career – when you meet us, you will meet with people who have done just that.

What we do

We give bespoke financial planning advice to a portfolio of nice clients.  

We work quietly and effectively.

We are not a noisy office, just a number of hard-working professional people who care passionately about our clients and delivering solutions to their needs.

This job isn’t for everyone… some people need the support and vibe of a big company.  Other people only want to do one aspect of the job.  You need to make sure that you want a varied and challenging role, where you are encouraged to think for yourself and take responsibility for your work.

We are very nice and believe that there is an important life to be led outside of the office.

Financial Planning Vacancies

Client Vacancies