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- Tasks: Assist in preparing financial reports and conduct detailed research for clients.
- Company: Join a growing team at a leading financial services recruitment firm.
- Benefits: Up to £32,000 salary, hybrid working, and 28 days annual leave.
- Why this job: Kickstart your career with structured training and clear progression to paraplanner.
- Qualifications: 3 years in financial planning and working towards Level 4 Diploma.
- Other info: Supportive environment with mentoring and exam support for your growth.
The predicted salary is between 24000 - 32000 £ 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 Preston 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 Preston
✨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 Junior Paraplanner role.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend having a few examples ready that showcase your skills and experience in financial planning. Remember, confidence is key, so show them why you’re the perfect fit for their team!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the position. We believe this small gesture can make a big difference in keeping you top of mind for the hiring team.
✨Apply Through Our Website
When you find a job that excites you, apply through our website! It streamlines the process and ensures your application gets the attention it deserves. Plus, we’re always on the lookout for passionate candidates like you to join our growing team!
We think you need these skills to ace Junior Paraplanner in Preston
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning experience and any relevant qualifications to show us you're a great fit for the Junior Paraplanner role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about becoming a paraplanner. Share specific examples of your experience and how it aligns with what we’re looking for. This is your chance to stand out!
Showcase Your Attention to Detail: Since this role involves preparing accurate reports and maintaining client records, make sure your application is free from typos and errors. A polished application shows us you take pride in your work.
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 regarding your application status.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and regulatory frameworks. Being able to discuss these topics confidently will show that you're serious about the role and understand what a paraplanner does.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in financial planning and any paraplanning responsibilities you've had. This will help demonstrate your capability and readiness for the Junior Paraplanner position.
✨Ask Smart Questions
Come prepared with insightful questions about the team, the training process, and the career development pathway. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
✨Practice Makes Perfect
Consider doing mock interviews with a friend or mentor. Practising your responses can help you feel more at ease during the actual interview and ensure you communicate your skills and experiences effectively.