Paraplanner

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Paraplanner

Location:

South East London, SE3 - office-based initially

Salary:

£45,000+ (dependent on experience)

Benefits:

• Pension
• Holiday allowance
• Birthday day off

About the Company:

This is a small, family-originated IFA business with a close-knit office of six employees, including two advisors, two paraplanners, an admin, and a practice manager. The company values flexibility, hard work, and team collaboration, seeking individuals who can make a meaningful contribution and fit in with the existing team culture.

Key Responsibilities:

• Liaising with clients and supporting client meetings
• Supporting new business initiatives
• Taking meeting minutes and tracking action points
• Assisting with paraplanner report writing (outsourced)
• Working across IO (Intelligent Office) and Voyant platforms

What We're Looking For:

• Well-qualified Paraplanner with experience in financial services
• Level 4 Diploma (or commitment to sit exams if not yet fully qualified)
• Flexible and adaptable team player
• Local to South East London (SE3) or nearby
• Open to part-time arrangements but available for full-time hours (9-5, Monday-Friday)

Desirable Skills:

• Strong client liaison and communication skills
• Experience with client meetings and new business support
• Ability to produce clear, accurate meeting notes and follow-up action points
• Proficient in IO and Voyant platforms
• Previous exposure to IFA office environment beneficial

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.