At a Glance
- Tasks: Support financial advisers by preparing reports and conducting detailed research.
- Company: Join a growing team at a leading financial services recruitment firm.
- Benefits: Up to £32,000 salary, hybrid work, 28 days leave, and full exam support.
- Other info: Clear career progression towards becoming a fully qualified paraplanner.
- Why this job: Kickstart your career in financial planning with structured training and mentorship.
- Qualifications: 3 years in financial planning and working towards Level 4 Diploma.
The predicted salary is between 27000 - 36000 £ per year.
An excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Paraplanning team as a Paraplanning Associate / Junior Paraplanner. This role is ideal for someone with strong financial planning experience who is looking to develop their career as a paraplanner. You will receive structured training, full exam support, and ongoing mentoring to support your progression towards becoming a fully competent paraplanner.
Working closely with Advisers and the Technical Team Leader, you will play a key role in supporting the delivery of high-quality, compliant financial planning advice while building the technical skills required of a successful paraplanner.
Benefits Package- 4% Employer Pension Contribution (salary sacrifice available)
- 28 Days Annual Leave plus Bank Holidays
- Option to Purchase up to 5 Additional Days Leave
- Group Life Cover (4x Salary)
- Rolling Sick Pay Scheme
- Full Exam & Training Support
- Hybrid Working Arrangement
- Clear Career Development Pathway towards a Paraplanner role
As part of the Paraplanning team, you will:
- Assist in preparing accurate, compliant, and professional suitability reports
- Conduct detailed research across pensions, investments, protection, and wider financial planning solutions
- Support advisers with technical analysis and case preparation
- Ensure all work aligns with regulatory requirements and internal procedures
- Maintain accurate and up-to-date client records
- Liaise with providers and internal departments as required
- Develop a thorough understanding of advice processes and client journeys
- Progress technical knowledge and competency under the supervision of the Technical Team Leader
This position offers structured development with a clear pathway to becoming a confident and technically capable paraplanner.
About YouEssential Experience & Skills
- Minimum 3 years continuous experience within a Financial Planning firm
- Exposure to paraplanner responsibilities or technical support work
- Currently working towards the Regulated Diploma in Financial Planning (Level 4)
- Ideally 12 CII R0 exams already achieved
- Good understanding of the UK financial regulatory framework
- Strong written and verbal communication skills
- Proficient in Microsoft Outlook, Word, Excel, and PowerPoint
- Excellent attention to detail
- Strong organisational skills with the ability to prioritise effectively
- A collaborative and professional approach
- Comfortable working in a fast-paced environment
- Open to feedback and committed to developing into a successful paraplanner
Desirable
- Regulated Diploma in Financial Planning (Level 4)
- Strong analytical and technical thinking skills
- Ability to assess information from multiple perspectives
- Confidence handling detailed and technical information
This role offers genuine long-term progression within a supportive and technically strong environment. With full study support and structured mentoring, you will be guided step-by-step towards becoming a fully qualified paraplanner.
How to ApplyIf you are looking to take the next step in your financial planning career and progress as a paraplanner, we would love to hear from you. Submit your CV today and one of our specialist consultants will contact you to discuss your experience, career aspirations, and other suitable opportunities.
Due to the high volume of applications, we can only respond to successful candidates. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.
Junior Paraplanner in Chorley employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an exceptional employer that prioritises the growth and development of its employees, offering structured training and full exam support for aspiring paraplanners. Located in Chorley, the company fosters a collaborative work culture with a hybrid working arrangement, ensuring a healthy work-life balance while providing clear career pathways towards becoming a fully qualified paraplanner. With competitive benefits including a generous pension contribution and additional leave options, Templegate Recruitment stands out as a rewarding place to build a meaningful career in financial services.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Junior Paraplanner in Chorley
✨Network Like a Pro
Get out there and connect with people in the financial planning 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 help you land that Junior Paraplanner role.
✨Ace the Interview
When you get that interview, make sure to prepare thoroughly! Research the company, understand their values, and think about how your skills align with the Junior Paraplanner position. We recommend practising common interview questions and even doing mock interviews with friends to boost your confidence.
✨Show Off Your Skills
During interviews or networking, don’t hold back on showcasing your technical skills and financial knowledge. Bring examples of your past work or projects that demonstrate your capabilities. We want to see how you can contribute to the team and support high-quality financial planning advice!
✨Apply Through Our Website
If you’re keen on this Junior Paraplanner role, make sure to apply through our website! It’s the best way for us to see your application and get you in front of the right people. Plus, we love hearing from ambitious candidates like you who are ready to take the next step in their career!
We think you need these skills to ace Junior Paraplanner in Chorley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Junior Paraplanner role. Highlight your financial planning experience and any relevant qualifications, like the Regulated Diploma in Financial Planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a paraplanner and how your background makes you a great fit. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail:As a paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their work is polished and professional, so double-check everything before hitting send!
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’re considered for the role. Plus, it shows you’re keen and ready to take the next step in your career with us!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge before the interview. Understand the key concepts related to pensions, investments, and protection. Being able to discuss these topics confidently will show that you're serious about the role and ready to contribute.
✨Showcase Your Attention to Detail
As a Junior Paraplanner, attention to detail is crucial. Prepare examples from your past experience where your meticulous nature made a difference. Whether it was catching an error in a report or ensuring compliance with regulations, highlight these moments during your interview.
✨Ask Smart Questions
Prepare thoughtful questions to ask your interviewers. Inquire about the team dynamics, the training process, or how they support career development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
✨Demonstrate Your Collaborative Spirit
Since the role involves working closely with advisers and the Technical Team Leader, be ready to discuss your collaborative experiences. Share examples of how you've worked effectively in a team, handled feedback, and contributed to achieving common goals.
