At a Glance
- Tasks: Support financial planning by preparing reports and conducting detailed research.
- Company: Join a growing and supportive Paraplanning team at Templegate Recruitment.
- Benefits: Up to £32,000 salary, 28 days leave, hybrid work, and full exam funding.
- Other info: Clear career progression pathway to becoming a fully qualified paraplanner.
- Why this job: Kickstart your career in finance with structured training and mentoring.
- Qualifications: 3 years in financial planning and working towards Level 4 Diploma.
The predicted salary is between 32000 - 32000 € per year.
An excellent opportunity has arisen for a technically minded and ambitious individual to join a growing and supportive Paraplanning team as a Paraplanning Associate / Junior Paraplanner. This role is ideally suited to someone with experience in financial planning who is looking to take the next step in their career and develop into a fully competent paraplanner. You will benefit from structured training, full exam support, and ongoing one-to-one mentoring from experienced professionals, enabling you to build both technical expertise and practical paraplanning skills.
Working closely with Advisers and the Technical Team Leader, you will play an important role in supporting the delivery of accurate, compliant, and high-quality financial planning advice, while developing your long-term career within paraplanning.
What's in it for you:
- 4% employer pension contribution (salary sacrifice available)
- 28 days annual leave plus Bank Holidays
- Option to purchase up to 5 additional days holiday
- Group life cover (4x salary)
- Rolling sick pay scheme
- Full exam funding and structured training support
- Hybrid working arrangement
- Clear and supported career progression pathway into paraplanning
Role Purpose:
As a key member of the Paraplanning team, you will support the delivery of accurate and compliant financial planning advice by:
- Preparing suitability reports that are accurate, professional, and compliant
- Conducting detailed research across pensions, investments, protection, and wider financial planning solutions
- Supporting advisers with technical analysis and case preparation
- Ensuring all work meets regulatory standards and internal procedures
- Maintaining accurate and up-to-date client records
- Liaising with product providers and internal teams where required
- Developing a strong understanding of the full advice process and client journey
- Building technical knowledge under the supervision of the Technical Team Leader
This is a structured development role with a clear pathway towards becoming a confident and fully qualified paraplanner.
About You:
Essential Experience & Skills:
- Minimum 3 years' experience within a financial planning firm
- Exposure to paraplanning or technical/administrative support work
- Currently working towards the Level 4 Diploma in Financial Planning
- Ideally 1-2 CII RO exams already achieved
- Good understanding of the UK financial services regulatory framework
- Strong written and verbal communication skills
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Excellent attention to detail and accuracy
- Strong organisational and prioritisation skills
- Professional, proactive, and collaborative approach
- Comfortable working in a fast-paced environment
- Motivated to develop into a paraplanning role
Desirable:
- Progress toward or completion of the Level 4 Diploma in Financial Planning
- Strong analytical and technical thinking skills
- Confidence working with complex financial information and casework
Career Development:
This role offers genuine long-term progression within a supportive, structured, and technically strong environment. With full study support and hands-on mentoring, you will be guided step by step towards becoming a fully qualified and confident paraplanner.
Paraplanning Associate in Chorley employer: TEMPLEGATE RECRUITMENT
At Templegate Recruitment, we pride ourselves on being an excellent employer that fosters a supportive and collaborative work culture. Our Paraplanning Associate role in Chorley offers structured training, full exam funding, and one-to-one mentoring from experienced professionals, ensuring you have the tools and guidance needed for meaningful career progression in financial services. With a hybrid working arrangement and generous benefits, including a 4% employer pension contribution and 28 days of annual leave, we are committed to your professional growth and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning Associate in Chorley
✨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 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 believe in yourself!
✨Follow Up
After your interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds. We can’t stress enough how a simple follow-up can make a big difference!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can sometimes give you an edge, as we love seeing candidates who are proactive and engaged. Let’s get you that Paraplanning Associate role!
We think you need these skills to ace Paraplanning Associate in Chorley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanning Associate role. Highlight your experience in financial planning and any relevant qualifications, like the Level 4 Diploma. 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 paraplanning and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail:In paraplanning, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so show us that you’re detail-oriented right from the start!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company there!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and compliance. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in paraplanning or technical support. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate how you've contributed to previous teams.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s paraplanning processes, training opportunities, and career progression. This not only shows your interest but also helps you gauge if the company is the right fit for you.
✨Be Professional Yet Approachable
While it's important to maintain professionalism, don’t forget to let your personality shine through. A collaborative and proactive attitude is key in this role, so be sure to convey that you’re a team player who’s eager to learn and grow.
