Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our Paraplanning team to analyze client data and develop tailored financial solutions.
- Company: Templegate Recruitment specializes in connecting top talent with leading financial services firms.
- Benefits: Enjoy a competitive salary, flexible working, health plans, and 26 days of holiday!
- Why this job: Advance your career in a supportive environment focused on professional development and individual goals.
- Qualifications: 3+ years in Paraplanning; Level 4 Diploma qualified or working towards it.
- Other info: This role offers a chance to collaborate closely with advisers and enhance your financial expertise.
The predicted salary is between 28000 - 44000 £ per year.
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title:Paraplanner/Senior Paraplanner Location:Stokenchurch Salary:£35,000 – £55,000 (depending on experience) Company Benefits: Company pension scheme (5% employer contribution) 4 x Death in Service Life Cover Employee Lifestyle Benefit scheme Salary sacrifice Electric Car Scheme Health Cash Plan provided by Westfield Health (P11d benefit) Discounted group PMI scheme with Vitality 26 days of holiday per annum, plus Bank Holidays Flexible hybrid working arrangement About the Role: Our clients are looking for an experienced Paraplanner to join theirParaplanning team. This role is perfect for someone with a minimum of 3 years in Paraplanning who is either Level 4 Diploma qualified or actively working towards it. Our clientis committed to delivering exceptional independent financial advice, providing a supportive environment for career progression, professional development, and achieving individual goals. Day-to-Day Paraplanning Duties: Participate in debriefing sessions with advisers following client meetings. Analyse and interpret client data to develop suitable financial solutions aligned with client needs and objectives. Conduct comprehensive research on funds and products to deliver tailored recommendations. Document findings and prepare suitability letters, client illustrations, and key features documents. Ensure that client files are fully compliant and up-to-date. Prepare client files for review meetings and maintain related administrative tasks. Collaborate closely with team members, supporting advisers by anticipating needs and coordinating with administrators. Maintain high standards of written communication, numeracy, and technical accuracy. Skills, Experience & Qualifications Required: Minimum 3 years experience in a Paraplanning role. Level 4 Diploma qualified or actively working towards it. Strong knowledge of investments, pensions, retirement planning, trusts, and protection products. Proficient in Microsoft Office (Excel and Word), with solid numerical and analytical skills. Excellent communication skills and a proactive, team-oriented approach. Self-motivated and positive, able to stay calm and productive under pressure. Senior Paraplanner role available apply now for more details! This is an excellent opportunity for an enthusiastic and skilled Paraplanner to advance their career in a supportive and respected financial planning environment. If you are ready to bring your expertise and passion for financial services, we encourage you to apply! How to Apply: Apply today to be considered for thisopportunity. If your application is suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client. We will also aim to identify your specific skills and motivations, and recommend other relevant opportunities if appropriate. JBRP1_UKTJ
TEMPLEGATE RECRUITMENT LIMITED | Paraplanner employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land TEMPLEGATE RECRUITMENT LIMITED | Paraplanner
✨Tip Number 1
Make sure to highlight your experience in Paraplanning during any networking opportunities. Connect with professionals in the financial services sector on platforms like LinkedIn and engage in discussions about industry trends.
✨Tip Number 2
Research Templegate Recruitment and their clients thoroughly. Understanding their values and the type of financial advice they provide will help you tailor your conversations and demonstrate your genuine interest in the role.
✨Tip Number 3
Prepare for potential interviews by practicing common Paraplanner scenarios. Be ready to discuss how you've successfully analyzed client data and developed tailored financial solutions in your previous roles.
✨Tip Number 4
Showcase your commitment to professional development. If you're working towards your Level 4 Diploma, mention this in conversations and be prepared to discuss how it enhances your skills as a Paraplanner.
We think you need these skills to ace TEMPLEGATE RECRUITMENT LIMITED | Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in Paraplanning, especially the minimum of 3 years required. Include any qualifications like the Level 4 Diploma and emphasize your knowledge of investments, pensions, and retirement planning.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for financial services and your proactive approach. Mention specific examples of how you've contributed to previous teams and how you can add value to the Paraplanning team.
Highlight Technical Skills: Since proficiency in Microsoft Office is essential, ensure you mention your skills in Excel and Word. Provide examples of how you've used these tools in your previous roles to analyze data or prepare documents.
Showcase Communication Skills: Given the importance of written communication in this role, include examples of your ability to document findings clearly and prepare suitability letters. Highlight any experience you have in collaborating with advisers and maintaining client files.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Showcase Your Experience
Make sure to highlight your minimum 3 years of experience in Paraplanning. Be prepared to discuss specific examples of how you've analyzed client data and developed financial solutions that align with their needs.
✨Demonstrate Technical Knowledge
Since the role requires strong knowledge of investments, pensions, and trusts, brush up on these topics. Be ready to answer technical questions and provide insights into how you stay updated with industry trends.
✨Communicate Clearly
Excellent communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts or your previous work experiences.
✨Prepare Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
