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 and a dynamic team environment.
- Why this job: Kickstart your career in financial services with structured training and mentoring.
- Qualifications: Experience in financial planning and a desire to develop paraplanning skills.
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.
Paraplanning Associate employer: TEMPLEGATE RECRUITMENT
Templegate Recruitment is an exceptional employer, offering a supportive and growth-oriented environment for aspiring Paraplanning Associates in Chorley. With structured training, full exam support, and one-to-one mentoring from experienced professionals, employees can develop their technical expertise while enjoying a hybrid working arrangement and generous benefits, including a 4% employer pension contribution and 28 days of annual leave. This commitment to employee development and well-being makes Templegate Recruitment a fantastic place to build a rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning Associate
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial services sector on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that Paraplanning Associate role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Familiarise yourself with the latest trends in financial planning and be ready to discuss how you can contribute to the team. We want to see your passion for paraplanning!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your career goals. Check out our website for openings that suit your skills and ambitions. We’re here to help you find the right fit!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We believe that a little extra effort can make a big difference in standing out from the crowd.
We think you need these skills to ace Paraplanning Associate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanning Associate role. Highlight any relevant experience in financial planning and showcase your technical skills. We want to see how you can contribute to our team!
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 our structured training and mentoring can help you grow. Let us know what excites you about this opportunity!
Showcase Your Attention to Detail:In paraplanning, accuracy is key. Make sure your application is free from typos and errors. This shows us that you understand the importance of compliance and delivering high-quality work.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the basics of pensions, investments, and protection products. Being able to discuss these topics confidently will show that you're serious about the role and ready to support the team.
✨Show Your Ambition
This role is all about growth, so don’t be shy about sharing your career aspirations. Talk about how you want to develop into a fully competent paraplanner and what steps you’re willing to take to get there. It’ll demonstrate your commitment to the position.
✨Ask Smart Questions
Prepare some insightful questions to ask during the interview. Inquire about the training process, mentoring opportunities, or how the team collaborates with advisers. This shows that you’re engaged and genuinely interested in how you can contribute.
✨Be Professional Yet Approachable
While it’s important to maintain professionalism, don’t forget to let your personality shine through. The Paraplanning team values collaboration, so being personable can help you connect with the interviewers and show that you’d fit well within the team.
