At a Glance
- Tasks: Prepare detailed financial plans and support advisers with tailored recommendations.
- Company: Reputable Independent Financial Advice firm focused on personalised financial solutions.
- Benefits: 25 days leave, birthday off, remote work options, and professional development support.
- Other info: Great career growth opportunities and a supportive work environment.
- Why this job: Join a dynamic team making a real impact in clients' financial futures.
- Qualifications: 3 years paraplanning experience and Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 30000 - 40000 £ per year.
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.
Locations
Paraplanner in Cheshire, Warrington employer: TEMPLEGATE RECRUITMENT LIMITED
As a leading Independent Financial Advice firm in the North West, our client offers a supportive and dynamic work environment that prioritises employee well-being and professional growth. With competitive benefits including a 9-day working fortnight, generous leave policies, and financial support for qualifications, employees are empowered to thrive both personally and professionally. The firm's commitment to high-quality service and adherence to FCA regulations ensures that you will be part of a reputable team dedicated to making a meaningful impact in clients' financial lives.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Cheshire, Warrington
✨Network Like a Pro
Get out there and connect with people in the financial services industry! Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream paraplanner role.
✨Ace the Interview
When you get that interview, make sure to prepare thoroughly. Research the company, understand their values, and be ready to discuss how your experience aligns with their needs. We want you to showcase your skills and passion for financial planning – let your personality shine!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. We believe this small step can make a big difference in how you’re perceived as a candidate.
✨Apply Through Our Website
If you see a role that fits your skills, apply through our website! We’re here to help you find the right position, and applying directly can give you an edge. Plus, we’ll take the time to understand your career goals and match you with the best opportunities.
We think you need these skills to ace Paraplanner in Cheshire, Warrington
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Paraplanner role. Highlight your paraplanning experience, especially with pensions and investments, to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your background aligns with our client’s needs. Keep it concise but impactful!
Showcase Your Attention to Detail:In this role, accuracy is key. When submitting your application, double-check for any typos or errors. A polished application shows us you care about quality and professionalism.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and Consumer Duty principles. Being able to discuss these confidently will show that you’re not just familiar with the basics, but that you truly understand the framework within which the firm operates.
✨Tailor Your Examples
Prepare specific examples from your past experience that highlight your skills in preparing suitability reports and conducting research. Relate these examples to the key responsibilities mentioned in the job description to demonstrate how you can add value to their team.
✨Showcase Your Communication Skills
Practice explaining complex financial concepts in simple terms. This is crucial for a Paraplanner role, as you'll need to communicate effectively with both clients and advisers. A mock interview with a friend can help you refine this skill.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client outcomes and how they stay updated with industry best practices. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
