At a Glance
- Tasks: Support Advisers and deliver high-quality technical support in a client-focused environment.
- Company: Professional financial planning firm with a collaborative culture.
- Benefits: Generous annual leave, hybrid working, and a strong pension contribution.
- Other info: Great opportunity for career growth in a regulated environment.
- Why this job: Join a dynamic team and make a real impact on client outcomes.
- Qualifications: Experience in paraplanning and strong knowledge of financial products required.
The predicted salary is between 42000 - 60000 £ per year.
This is an excellent opportunity for an experienced Paraplanner to work closely with Advisers in a collaborative, client-focused environment. You will play a key role in delivering high-quality technical support, ensuring suitability of advice, and contributing to strong client outcomes across the business.
Benefits:
- 25 days annual leave + bank holidays
- Birthday day off
- 6% employer pension contribution
- Death in Service cover (4 x salary)
- Hybrid working: 2 days office, 1 day from home (pro-rata based on agreed working pattern)
About the Company:
A professional financial planning environment focused on delivering high-quality, compliant, and client-centred advice. The business operates to strong regulatory standards and encourages collaboration between Advisers, Paraplanners, and Administrators to ensure consistent and positive client outcomes.
Key Responsibilities:
- Act as the key point of contact for the Adviser
- Support and monitor Administrators to ensure timely completion of tasks
- Provide on-the-job training and development support to Administrators
- Attend client meetings where required
- Liaise with clients on behalf of the Adviser, ensuring excellent service and adherence to TCF principles
- Analyse technical information gathered by Administrators
- Obtain technical information directly from product providers
- Support team administration as required
- Maintain clear and consistent communication with Advisers and Administrators throughout the advice process
- Prepare accurate and compliant Suitability Reports
- Assist with supporting documentation including illustrations, key features, and provider packs
- Maintain accurate and up-to-date client records and KYC information
- Ensure all data and reporting is accurate and updated in a timely manner
- Work collaboratively to improve internal processes and operational efficiency
- Adhere to FCA and PRA regulatory requirements including MiFID II, COBS, GDPR, and internal policies
- Comply with FCA Certification and Conduct Rules at all times
- Maintain a professional, polite, and positive attitude at all times
- Undertake any other reasonable duties as required
What We're Looking For:
- Experience in paraplanning or technical financial planning support
- Strong knowledge of financial products, pensions, investments, and protection
- Excellent report writing and technical analysis skills
- Strong understanding of FCA regulations and suitability requirements
- Ability to manage workload effectively and support multiple Advisers/teams
- Strong communication and interpersonal skills
- High attention to detail and accuracy
Desirable Skills:
- Diploma in Financial Planning (or working towards Level 4 minimum)
- Experience working in a regulated financial advice environment
- Strong provider platform knowledge and technical research skills
- Experience mentoring or supporting junior team members
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 Gloucester employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an exceptional employer for Paraplanners, offering a collaborative and client-focused work environment in Cheltenham. With a strong emphasis on professional development, employees benefit from generous annual leave, a robust pension scheme, and the flexibility of hybrid working arrangements. The company fosters a culture of teamwork and compliance, ensuring that all staff are supported in delivering high-quality financial advice while adhering to regulatory standards.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Gloucester
✨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 to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interview by researching the company and understanding their values. Practice common paraplanning questions and think about how your experience aligns with their needs. Remember, we want to see your personality shine through, so be yourself!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It shows your appreciation and keeps you fresh in their minds. A little follow-up can go a long way in making a positive impression.
✨Apply Through Our Website
Make sure to apply directly through our website for the best chance of landing that dream job! We’re always on the lookout for talented individuals like you, and applying directly helps us keep track of your application.
We think you need these skills to ace Paraplanner in Gloucester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your experience in paraplanning and any relevant skills that match the job description. We want to see how you can contribute to our collaborative, client-focused environment!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that showcase your technical analysis skills and understanding of FCA regulations. This will help us see how you fit into our team.
Keep It Professional:While we love a friendly tone, remember to keep your application professional. Ensure your language is clear and concise, and double-check for any typos or errors. A polished application shows attention to detail, which is key for this role!
Apply Through Our Website:We encourage you to apply through our website for the best chance of success. This way, your application goes directly to us, and we can review it promptly. Plus, it’s super easy to do!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, pensions, and investments. Being able to discuss these topics confidently will show that you're not just familiar with the role but also passionate about it.
✨Prepare for Technical Questions
Expect questions that test your understanding of FCA regulations and suitability requirements. Practise explaining complex concepts in simple terms, as this will demonstrate your ability to communicate effectively with clients and colleagues.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the Paraplanner role, be ready to discuss your experience in preparing Suitability Reports. Bring examples if possible, and highlight how your attention to detail ensures compliance and accuracy.
✨Demonstrate Team Spirit
This role involves collaboration with Advisers and Administrators, so be prepared to talk about your experience working in a team. Share examples of how you've supported others or improved processes, as this will show you're a great fit for their client-focused environment.
