At a Glance
- Tasks: Support advisers by producing reports and conducting technical research in financial services.
- Company: Reputable financial planning firm with a supportive and collaborative culture.
- Benefits: Hybrid working, study support for Level 4 Diploma, and career progression opportunities.
- Other info: Dynamic environment with opportunities for professional development and continuous improvement.
- Why this job: Join a growing team and make a real impact in delivering high-quality financial advice.
- Qualifications: Minimum 2 years as a Paraplanner and Level 4 Diploma in Regulated Financial Planning.
Location: Altrincham Hybrid Working (2/3 days office-based and 2/3 days home working)
Salary: £33,000 - £45,000 DOE
Benefits:
- Hybrid working arrangement
- Supported study towards Level 4 Diploma and ongoing professional development
- Permanent full-time opportunity
- Supportive and collaborative working environment
- Career progression opportunities within financial services
About the Company:
Our client is a well-established and highly regarded financial planning firm seeking an experienced Paraplanner to join their growing team. This role offers the opportunity to work closely with advisers and management, supporting the delivery of high-quality financial advice across pensions, investments, protection, and inheritance tax planning.
The successful candidate will play a key role in producing compliant suitability reports, conducting technical research, and supporting advisers in delivering excellent client outcomes.
Key Responsibilities:
- Supporting the adviser team by producing suitability reports in a timely manner
- Working across a broad range of products including ISAs, Unit Trusts, Investment Bonds, VCTs, pensions, protection, and IHT planning
- Reviewing new business cases and understanding recommendations to produce compliant suitability reports
- Writing suitability letters for annual reviews and new business cases
- Inputting fact find information onto Salesforce and maintaining accurate records
- Liaising with advisers regarding missing information and supporting documentation
- Running critical yield comparisons and provider illustrations
- Completing and submitting advice sets through Salesforce
- Conducting technical research to ensure recommendations remain compliant
- Liaising with Business Assurance teams regarding complex cases and concession requests
- Staying up to date with regulatory and legislative changes
- Working within company advice frameworks and templates
- Using research tools including Analytics and Voyant
- Maintaining strong working relationships with advisers, colleagues, and management
- Supporting workflow management and meeting agreed targets
- Attending adviser meetings, workshops, and training forums where required
- Providing feedback on systems and processes to support continuous improvement
What We're Looking For:
- Minimum 2 years experience in a Paraplanner role
- Level 4 Diploma in Regulated Financial Planning (or working towards completion)
- Strong understanding of financial services regulation and legislation
- Ability to analyse and transpose technical information accurately
- Excellent communication and organisational skills
- Strong numeracy and analytical skills
- Ability to work independently and remotely
- High attention to detail with strong time management skills
- Professional and discreet approach when dealing with third parties and confidential information
- Positive, proactive, and flexible attitude with a willingness to support the wider team
Desirable Skills:
- Experience using Salesforce or similar back-office systems
- Familiarity with research systems such as FE Analytics and Voyant
- Strong Microsoft Office skills including Outlook, Word, and Excel
- Experience within a regulated financial planning environment
- Ability to manage multiple priorities in a fast-paced environment
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.
Paraplanner in Altrincham employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an excellent employer for Paraplanners, offering a supportive and collaborative work environment in Altrincham with a hybrid working model that promotes work-life balance. Employees benefit from ongoing professional development, including support towards the Level 4 Diploma, and enjoy clear career progression opportunities within the financial services sector, making it a rewarding place to grow your career.
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Altrincham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at Templegate Recruitment. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and IHT planning confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression. It shows you’re keen and professional, which is exactly what they’re looking for in a Paraplanner.
✨Tip Number 4
Check out our website for more roles that might suit you. We’ve got plenty of opportunities in financial services, and applying through us can give you an edge. Let’s get you that dream job!
We think you need these skills to ace Paraplanner in Altrincham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in producing suitability reports and working with financial products. We want to see how your skills match what we're looking for!
Showcase Your Skills:Don’t just list your qualifications; show us how you’ve used them! If you've got experience with Salesforce or conducting technical research, make it pop in your application. We love seeing real examples!
Keep It Professional:While we appreciate a friendly tone, remember this is a professional application. Use clear language and check for any typos or errors. A polished application shows us you pay attention to detail!
Apply Through Our Website:We encourage you to apply through our website for the best chance of success. It helps us keep track of applications and ensures you’re considered for the role. Don’t miss out on this opportunity!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services regulations and the specific products you'll be dealing with, like ISAs and pensions. Being able to discuss these confidently will show that you're not just a candidate, but a potential asset to their team.
✨Showcase Your Experience
Prepare examples from your previous roles where you've produced suitability reports or conducted technical research. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewers to see how your experience aligns with their needs.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s approach to client outcomes and how they support their paraplanners. This shows that you're genuinely interested in the role and have done your homework, which can set you apart from other candidates.
✨Demonstrate Team Spirit
Since the role involves working closely with advisers and management, highlight your collaborative skills. Share instances where you've successfully worked in a team to achieve a common goal, emphasising your positive and proactive attitude.
