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 employer: TEMPLEGATE RECRUITMENT LIMITED
Templegate Recruitment is an excellent employer, offering a supportive and collaborative work environment in their Kingsley office. With competitive salaries, comprehensive benefits including private medical insurance and generous holiday allowances, as well as ongoing training and development opportunities, employees can thrive both personally and professionally. The company also fosters a strong team spirit through bi-annual trips abroad and UK-based events, making it a rewarding place to build a career in financial services administration.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like TEMPLEGATE RECRUITMENT LIMITED. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to TEMPLEGATE RECRUITMENT LIMITED.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on TEMPLEGATE RECRUITMENT LIMITED's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with TEMPLEGATE RECRUITMENT LIMITED.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at TEMPLEGATE RECRUITMENT LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former TEMPLEGATE RECRUITMENT LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
