Paraplanner

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: Paraplanner

Location: North West

Salary: Competitive (Dependent on Experience)

Benefits:

• 25 days' annual leave plus bank holidays
• Birthday leave
• Paid Christmas shutdown leave
• 9-day working fortnight (paid day off every other week)
• 5% employer pension contribution via salary sacrifice
• Employer National Insurance savings rebated into pension plan
• Death in Service cover (10x basic salary)
• Private Medical Insurance
• Healthcare Cash Plan Scheme
• Employee discounts and salary sacrifice benefits programme
• Staff discount card with partner offers
• Financial support and study leave for professional qualifications
• Referral bonus scheme
• Discretionary performance bonus scheme

About the Company:

Our client is a well-established Independent Financial Advice firm with a strong reputation for delivering high-quality, personalised financial planning solutions. The business specialises in pensions, investments, inheritance tax planning and wealth management, helping clients achieve their long-term financial objectives through tailored advice and exceptional service. The firm is committed to maintaining the highest professional standards and ensuring all advice is delivered in line with FCA regulations and Consumer Duty principles.

Key Responsibilities:

• Prepare detailed and accurate suitability reports, financial plans and recommendations tailored to client objectives.
• Conduct comprehensive research and analysis to support financial planning recommendations.
• Provide technical support to Financial Advisers across pensions, investments, protection, trusts, bonds and inheritance tax planning.
• Ensure all advice and documentation comply with FCA regulations and Consumer Duty requirements.
• Maintain accurate and up-to-date client records and files.
• Liaise closely with Advisers to understand client needs and ensure timely completion of reports.
• Support the delivery of excellent client outcomes through effective collaboration with colleagues.
• Keep abreast of regulatory developments and industry best practices.

What We're Looking For:

• Minimum of 3 years' paraplanning experience within a UK Independent Financial Advice firm.
• Experience working across a broad range of financial products and wrappers, including pensions, protection, bonds and trusts.
• Level 4 Diploma in Regulated Financial Planning (or equivalent) completed or nearing completion, supported by relevant industry experience.
• Strong understanding of FCA regulations and Consumer Duty principles.
• Excellent report-writing, analytical and research skills.
• Exceptional attention to detail and commitment to producing high-quality work.
• Strong organisational skills with the ability to manage multiple priorities and deadlines.
• Proficiency in financial planning software and Microsoft Office applications.
• Professional communication skills with the ability to explain technical concepts clearly.

Desirable Skills:

• Experience with complex inheritance tax planning solutions.
• Knowledge of AIM portfolios and Business Relief (BR) arrangements.
• Experience supporting high-net-worth and complex client cases.
• Ability to work independently while contributing effectively as part of a wider team.
• Proactive and client-focused approach with strong problem-solving abilities.

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.