Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planners with research, analysis, and client documentation.
- Company: Templegate Recruitment connects talented individuals with top financial services firms.
- Benefits: Enjoy a competitive salary, pension contributions, wellbeing payments, and regular team events.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Level 4 Diploma in Regulated Financial Planning or working towards it; paraplanning experience required.
- Other info: Full-time office role with occasional remote work flexibility.
The predicted salary is between 25000 - 37500 £ per year.
Location: Plymouth
Benefits:
- Competitive salary (dependent on experience and qualification level)
- 4% Employer Pension Contribution
- Death in Service Benefit (4 x salary)
- Income Protection (75% of salary)
- £500 Annual Staff Wellbeing Payment
- Regular Quarterly Staff Events
- Supportive and professional team environment
Salary: £30,000 to £45,000 per annum (dependent on experience)
About the Role:
Our clients are seeking an experienced and dedicated Paraplanner to join their dynamic financial planning team. This is a fantastic opportunity for a motivated individual who is either Level 4 qualified or actively working towards the Diploma in Regulated Financial Planning. As a key part of the team, you will support the Financial Planners in delivering high-quality advice and service to clients. This role is based in the office full-time, with occasional flexibility to work from home when required.
Key Responsibilities:
- Provide technical paraplanning support, including research, analysis, and report writing
- Prepare and maintain client files in line with regulatory requirements
- Liaise with providers and internal teams to obtain relevant information
- Assist with the development and maintenance of client financial plans
- Ensure timely and accurate processing of client documentation
Requirements:
- Level 4 Diploma in Regulated Financial Planning (or currently working towards it)
- Proven paraplanning experience within a financial planning or wealth management firm
- Strong knowledge of financial planning products, compliance, and regulations
- Excellent attention to detail and organisational skills
- Strong communication and interpersonal abilities
To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements. Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful.
Paraplanner in Plymouth employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Plymouth
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as paraplanners. Attend local finance events or join online forums to connect with others and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest financial planning products and regulations. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field during interviews.
✨Tip Number 3
Prepare to discuss specific examples of your paraplanning experience. Think about challenges you've faced and how you overcame them, as well as any successful projects you've contributed to that highlight your skills.
✨Tip Number 4
Research Templegate Recruitment and their clients thoroughly. Understanding their values and the type of financial services they offer will help you tailor your conversation and show genuine interest in the role.
We think you need these skills to ace Paraplanner in Plymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning and financial services. Emphasise your Level 4 qualification or progress towards it, as well as any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your motivation to join the team. Mention specific experiences that demonstrate your technical support skills and attention to detail.
Highlight Relevant Skills: In your application, clearly outline your knowledge of financial planning products, compliance, and regulations. Use examples from your past roles to illustrate your strong communication and organisational abilities.
Follow Application Instructions: Ensure you follow any specific instructions provided in the job listing. This may include submitting your application through a particular platform or including certain documents. Attention to detail here can set you apart from other candidates.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you have a solid understanding of financial planning products and regulations. Brush up on your knowledge of the Level 4 Diploma in Regulated Financial Planning, as this will likely come up during the interview.
✨Showcase Your Experience
Be prepared to discuss your previous paraplanning experience in detail. Highlight specific examples where you've provided technical support, conducted research, or written reports that contributed to successful client outcomes.
✨Demonstrate Attention to Detail
Since this role requires excellent organisational skills, be ready to share how you ensure accuracy in your work. You might want to mention any systems or processes you use to maintain high standards in client documentation.
✨Communicate Effectively
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and confidently, especially when discussing complex financial concepts. This will help you connect with the interviewers and demonstrate your interpersonal abilities.
