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- Tasks: Support advisers with technical tasks and draft suitability reports.
- Company: Join a respected Independent Financial Adviser practice in Sutton Coldfield.
- Benefits: Enjoy a competitive salary, 25 days holiday, and full exam support.
- Why this job: Develop your skills in a friendly team while making a real impact.
- Qualifications: Previous experience in paraplanning or technical support is essential.
- Other info: Structured working hours and a supportive environment await you.
The predicted salary is between 25000 - 35000 £ per year.
Templegate Recruitment
Specialist Recruiters in Financial Services
Job Title:Junior Paraplanner (Technical Support)
Location:Sutton Coldfield
Salary:£30,000 £35,000 per annum (depending on experience)
Contract:Full-time, 100% office-based
Why Join This Firm?
This is an excellent opportunity to join a respected and growing Independent Financial Adviser (IFA) practice in a role that blends paraplanning and technical support. Youll work closely with advisers, compliance, and the wider team to ensure high-quality advice delivery and client service. The firm offers exam support, a friendly team environment, and real scope to develop your skills and progress your career.
Whats on Offer:
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Competitive salary up to £35,000 per annum (DOE).
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25 days holiday plus bank holidays (3 days allocated to Christmas closure).
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Pension scheme (5% employer / 3% employee).
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Death in service cover (4x salary).
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Private medical cover (WPA).
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Full exam support (first sitting funded).
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Structured working hours:
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Monday Thursday: 8:30 am 5:00 pm (1-hour lunch).
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Friday: 9:00 am 1:00 pm.
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Supportive team environment with around 15 colleagues in the office
About the Firm
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Draft high-quality suitability reports to support advisers.
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Provide day-to-day technical support on financial planning matters.
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Calculate and assess Capital Gains Tax (CGT) liabilities including exemptions, losses, and asset histories.
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Undertake chargeable event gain calculations for investment bonds.
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Support pension income calculations, including annual/lifetime allowance assessments and drawdown strategies.
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Assist with detailed cashflow modelling (e.g. Voyant) for adviser and client presentations.
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Gather and analyse client data, including valuations, fact finds, and policy details.
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Liaise with providers and platforms for information and investment valuations.
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Ensure compliance with FCA regulations and maintain accurate client records in IO.
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Act as a technical point of contact for adviser queries.
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Contribute to process improvements within the technical and compliance team.
The Ideal Candidate Will Have:
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Previous experience in a paraplanning or technical support role within an IFA, wealth management, or financial planning firm.
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Strong technical knowledge of pensions, investments, ISAs, and protection products.
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Awareness of FCA regulations and compliance requirements.
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Confident in using financial planning tools (e.g. Intelligent Office, Voyant, Dynamic Planner) and Microsoft Office.
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Excellent analytical, organisational, and communication skills.
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High attention to detail with a commitment to delivering quality work.
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Motivated, confident, and eager to learn with a positive outlook.
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Ideally progressing through RO exams / Diploma in Regulated Financial Planning (exam support provided).
How to Apply:
If this role matches your skills and ambitions, please send us your CV today. A member of our specialist recruitment team will be in touch to discuss the opportunity and your career path further.
Please note: due to high application volumes, only shortlisted candidates will be contacted. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.
Junior Paraplanner in Sutton Coldfield employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner in Sutton Coldfield
✨Tip Number 1
Familiarise yourself with the specific financial planning tools mentioned in the job description, such as Intelligent Office and Voyant. Having hands-on experience or even completing online tutorials can give you a significant edge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those working in paraplanning or technical support roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Stay updated on FCA regulations and compliance requirements. Being knowledgeable about current regulations will not only help you in the role but also impress your interviewers with your commitment to the industry.
✨Tip Number 4
Prepare to discuss your analytical and organisational skills in detail. Think of specific examples from your past experiences where you successfully managed complex data or improved processes, as these are key aspects of the Junior Paraplanner role.
We think you need these skills to ace Junior Paraplanner in Sutton Coldfield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning or technical support roles. Emphasise your knowledge of pensions, investments, and compliance with FCA regulations.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the firm. Mention specific skills that align with the job description, such as your analytical abilities and experience with financial planning tools.
Highlight Relevant Qualifications: If you are progressing through RO exams or have a Diploma in Regulated Financial Planning, make sure to mention this in your application. It shows your commitment to professional development.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Technical Stuff
As a Junior Paraplanner, you'll need to demonstrate your understanding of financial products like pensions and investments. Brush up on your technical knowledge and be ready to discuss how you can apply it in real-world scenarios.
✨Showcase Your Attention to Detail
This role requires high attention to detail, especially when drafting suitability reports and ensuring compliance. Prepare examples from your past experiences where your meticulous nature made a difference in your work.
✨Familiarise Yourself with FCA Regulations
Understanding FCA regulations is crucial for this position. Make sure you can talk about key regulations and how they impact the financial planning process. This will show that you're serious about compliance and client service.
✨Demonstrate Your Team Spirit
The firm values a collaborative team culture. Be prepared to discuss how you've worked effectively in teams before, and express your enthusiasm for contributing to a supportive environment.
