Senior Paraplanner

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Paraplanner

Location:

Chorley - Hybrid Working

Salary: £30,000 Upwards - depending on experience

Benefits:

• Hybrid working – opportunity to work from home and the office


• Employer pension contribution of 4% with salary sacrifice available for employee contributions


• 28 days annual leave plus Bank Holidays


• Option to purchase up to an additional 5 days annual leave


• Group Life Cover (4 x salary)


• Rolling sick pay scheme


• Full exam and professional study support


• Ongoing training and career development


• Support towards Chartered Financial Planner status

Our client is a well-established and highly respected financial planning firm with a genuine commitment to helping clients achieve long-term financial wellbeing. They pride themselves on delivering high-quality, holistic financial planning while fostering a collaborative and supportive working environment where employees are encouraged to develop their skills and progress their careers.

The business believes in creating a workplace where people feel valued, supported and empowered to grow, whilst delivering an exceptional service to clients through professional advice, technical expertise and teamwork.

Key Responsibilities:

As an experienced Paraplanner, you will provide technical support to Financial Advisers through detailed research, report writing and financial planning analysis. You will work closely with advisers, technical specialists and compliance teams to ensure the highest standards of advice are delivered to clients.

Your responsibilities will include:

• Accurately interpreting adviser client files and recommendations to produce comprehensive Financial Planning Reports.


• Conducting detailed technical research and analysis to identify suitable providers, products and investment solutions.


• Preparing high-quality suitability reports within agreed service levels and internal deadlines.


• Liaising with the Technical Team to discuss complex cases and technical queries.


• Working closely with the Compliance Team where pre-sale approval is required.


• Ensuring all reports are accurate, compliant and professionally presented with excellent spelling, grammar and attention to detail.


• Maintaining accurate records and updating internal paraplanning systems and logs.


• Managing multiple cases simultaneously while prioritising workloads effectively.


• Building strong working relationships across departments to ensure efficient case progression.


• Committing to continuous professional development and maintaining the firm's high standards of technical knowledge and client service.

The successful candidate will have:

• A minimum of 3 years' continuous experience within a Financial Planning firm.


• At least 1-2 years' experience working as a Paraplanner.


• Level 4 Diploma in Regulated Financial Planning (or equivalent), or be within 1-2 exams of achieving the qualification.


• Strong understanding of UK financial services legislation and regulatory requirements.


• Excellent report writing and technical research skills.


• Strong communication skills, both written and verbal.


• Proficiency in Microsoft Outlook, Word, Excel and PowerPoint.


• Exceptional attention to detail with excellent organisational skills.


• The ability to prioritise workloads and meet deadlines in a fast-paced environment.


• A collaborative approach with the ability to work effectively as part of a team.


• A professional, ethical and client-focused attitude.

• Working towards Chartered Financial Planner status or a desire to achieve Chartered status in the future.


• Ability to provide and receive constructive feedback.


• Strong analytical thinking with the ability to consider multiple viewpoints.


• Confident decision-making and problem-solving skills.


• Ability to work independently whilst supporting the wider technical team.

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss the role in more detail. We'll also take the time to understand your career goals and discuss other Financial Services opportunities that may be of interest.

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.

This listing is from Reed. View original listing ↗