Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Trainee Paraplanner Location: Knustford Flexible / Hybrid - 1 day working from home per week Salary: Competitive, dependent on experience and qualifications Benefits: 25 days annual leave Employer pension contributions 4 x Death in Service benefit Flexible working arrangements Free parking 1 day working from home per week Professional development and training Opportunity to work towards professional qualifications Career progression within an expanding Paraplanning team About the Company: We are delighted to be working with a well-established and growing Chartered financial planning firm , established in 2009 and providing a modern approach to financial planning for high-net-worth individuals and the employee benefit market. The business currently manages over £420 million of client assets and has built a strong reputation for professionalism, technical expertise and high standards of client service. Due to ambitious growth plans over the next five years, the business is expanding its highly valued Paraplanning team to support its growing team of client-facing Advisers. This is an excellent opportunity for someone with experience within financial services who is looking to develop their career within Paraplanning , gain further technical knowledge and work towards their Level 4 qualification. Key Responsibilities: Provide day-to-day support to experienced Paraplanners within the team. Receive and act on instructions from Advisers and Paraplanners following client meetings. Support the servicing of existing client business. Complete platform-based administration and related tasks. Obtain illustrations and product information from providers. Liaise directly with clients and wrap/platform providers regarding outstanding documentation and queries. Maintain accurate client records using the firm's internal back-office systems. Assist with the preparation of suitability letters and reports as part of the Paraplanning training programme. Analyse client information and undertake basic financial planning, fund and product research. Provide supporting records and evidence for research undertaken. Assist with producing appropriate solutions to meet client needs and objectives. Ensure client files remain accurate, complete and compliant. Work within established compliance and business processes. Assist the wider Paraplanning team with ad-hoc projects when required. What We're Looking For: Ideally 2+ years' experience working within a financial planning or IFA environment . A genuine interest in developing a career in Paraplanning. Ideally working towards, or committed to working towards, the Level 4 Diploma in Regulated Financial Planning . Good understanding of the financial planning process. Some knowledge of pensions, investments and protection products . Experience using computerised management systems and financial platforms. Strong written and verbal communication skills. Excellent attention to detail and a conscientious approach. Good organisational skills with the ability to manage multiple priorities. Ability to work independently while also contributing effectively as part of a team. Good working knowledge of Microsoft Word, Excel and Outlook . Desirable Skills: Experience using Intelligent Office (IO) would be advantageous. Previous experience working with wrap/platform providers. Experience obtaining illustrations and product information from providers. Exposure to suitability reports, financial planning research or paraplanning processes. Progress towards the Level 4 Diploma in Regulated Financial Planning. Experience working within a compliance-focused financial services environment. Personality: The successful candidate will be self-driven, reliable and motivated to develop , with a positive and professional attitude. This role would suit someone who is keen to take the next step in their financial services career and develop their technical knowledge within a supportive Paraplanning environment. You will need to be organised, conscientious and comfortable taking responsibility for your own workload, while also being a strong team player. The firm is looking for someone who is keen to learn, willing to take on new responsibilities and committed to progressing their career within financial planning. 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 .
Aug 20, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Trainee Paraplanner Location: Knustford Flexible / Hybrid - 1 day working from home per week Salary: Competitive, dependent on experience and qualifications Benefits: 25 days annual leave Employer pension contributions 4 x Death in Service benefit Flexible working arrangements Free parking 1 day working from home per week Professional development and training Opportunity to work towards professional qualifications Career progression within an expanding Paraplanning team About the Company: We are delighted to be working with a well-established and growing Chartered financial planning firm , established in 2009 and providing a modern approach to financial planning for high-net-worth individuals and the employee benefit market. The business currently manages over £420 million of client assets and has built a strong reputation for professionalism, technical expertise and high standards of client service. Due to ambitious growth plans over the next five years, the business is expanding its highly valued Paraplanning team to support its growing team of client-facing Advisers. This is an excellent opportunity for someone with experience within financial services who is looking to develop their career within Paraplanning , gain further technical knowledge and work towards their Level 4 qualification. Key Responsibilities: Provide day-to-day support to experienced Paraplanners within the team. Receive and act on instructions from Advisers and Paraplanners following client meetings. Support the servicing of existing client business. Complete platform-based administration and related tasks. Obtain illustrations and product information from providers. Liaise directly with clients and wrap/platform providers regarding outstanding documentation and queries. Maintain accurate client records using the firm's internal back-office systems. Assist with the preparation of suitability letters and reports as part of the Paraplanning training programme. Analyse client information and undertake basic financial planning, fund and product research. Provide supporting records and evidence for research undertaken. Assist with producing appropriate solutions to meet client needs and objectives. Ensure client files remain accurate, complete and compliant. Work within established compliance and business processes. Assist the wider Paraplanning team with ad-hoc projects when required. What We're Looking For: Ideally 2+ years' experience working within a financial planning or IFA environment . A genuine interest in developing a career in Paraplanning. Ideally working towards, or committed to working towards, the Level 4 Diploma in Regulated Financial Planning . Good understanding of the financial planning process. Some knowledge of pensions, investments and protection products . Experience using computerised management systems and financial platforms. Strong written and verbal communication skills. Excellent attention to detail and a conscientious approach. Good organisational skills with the ability to manage multiple priorities. Ability to work independently while also contributing effectively as part of a team. Good working knowledge of Microsoft Word, Excel and Outlook . Desirable Skills: Experience using Intelligent Office (IO) would be advantageous. Previous experience working with wrap/platform providers. Experience obtaining illustrations and product information from providers. Exposure to suitability reports, financial planning research or paraplanning processes. Progress towards the Level 4 Diploma in Regulated Financial Planning. Experience working within a compliance-focused financial services environment. Personality: The successful candidate will be self-driven, reliable and motivated to develop , with a positive and professional attitude. This role would suit someone who is keen to take the next step in their financial services career and develop their technical knowledge within a supportive Paraplanning environment. You will need to be organised, conscientious and comfortable taking responsibility for your own workload, while also being a strong team player. The firm is looking for someone who is keen to learn, willing to take on new responsibilities and committed to progressing their career within financial planning. 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 .
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Relationship Manager (Paraplanner) Location: Ramsbottom - North West Salary: Competitive, depending on experience Benefits: 25 days' holiday, with additional holiday entitlement based on length of service Pension scheme - 3% employer and 4% employee contributions Death in Service - 4 x annual salary Permanent Health Insurance - 75% of salary up to age 65, subject to a 13-week deferred period Full support for professional qualifications and ongoing development Study leave and financial support towards professional examinations Salary increases linked to successful examination completion Opportunity to work towards Chartered Financial Planner status About the Company: Our client is a well-established and growing independent financial planning business with a strong reputation for providing high-quality, client-focused financial advice. The business has a long-standing commitment to professional development and encourages employees to continue progressing their qualifications, with full support for study, examinations and career development. This is an excellent opportunity for an experienced Paraplanner looking to take the next step in their career within a professional and collaborative financial planning environment. Key Responsibilities: Obtain and analyse information relating to clients' existing financial arrangements and complete detailed gap analysis. Produce strategy reports and make high-level recommendations in line with clients' objectives and circumstances. Research the market and recommend suitable financial products and solutions based on client requirements. Prepare high-quality, personalised client reports written in clear, concise and accessible language. Work closely with Financial Advisers throughout the research, report-writing and recommendation process. Ensure all advice and recommendations meet regulatory, compliance and internal quality standards. Develop a thorough understanding of each client's circumstances, objectives, attitude to risk, capacity for loss, knowledge, experience and timescales. Prepare detailed analysis of existing investment and pension portfolios. Research and produce client-facing strategy reports to support new business opportunities. Prepare research, quotations and supporting information for client meetings. Deal with client and provider correspondence as part of the research and reporting process. Prepare valuations and portfolio commentary for client meetings and ongoing reviews. Liaise with colleagues and compliance teams to support the approval and submission of compliant new business. Maintain accurate and up-to-date client records and ensure all tasks are recorded and progressed within agreed timescales. Manage workflow effectively and provide clear updates on case progress. Work collaboratively with other Paraplanners and colleagues, sharing ideas and best practice. Identify opportunities to improve processes and enhance the overall client experience. Participate in relevant training, competence and professional development initiatives. What We're Looking For: An experienced and career-focused Paraplanner with a strong desire to develop professionally. Minimum CII Diploma-level study, ideally with the Diploma in Regulated Financial Planning already underway or completed. Strong knowledge of financial planning, including pre- and post-retirement planning and pension transfers. Good understanding of investments, taxation and wider financial planning strategies. Excellent report-writing and research skills, with the ability to turn complex information into clear, client-friendly recommendations. Strong understanding of the FCA regulatory and compliance framework. Excellent attention to detail and a commitment to delivering consistently high-quality work. Ability to manage workloads effectively and work to agreed deadlines. A professional, proactive and collaborative approach. Strong written and verbal communication skills. A genuine desire to progress towards Chartered Financial Planner status. Desirable Skills: Experience within an independent financial advice or financial planning environment. Experience preparing suitability letters, strategy reports and client-facing recommendations. Experience with pension analysis, pension transfers, investments and portfolio reviews. Strong understanding of financial planning products and platforms. Experience working closely with Financial Advisers and compliance teams. Familiarity with back-office systems and workflow management. CII Diploma in Regulated Financial Planning completed or nearing completion. Progress towards Chartered Financial Planner status. 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.
Aug 20, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Relationship Manager (Paraplanner) Location: Ramsbottom - North West Salary: Competitive, depending on experience Benefits: 25 days' holiday, with additional holiday entitlement based on length of service Pension scheme - 3% employer and 4% employee contributions Death in Service - 4 x annual salary Permanent Health Insurance - 75% of salary up to age 65, subject to a 13-week deferred period Full support for professional qualifications and ongoing development Study leave and financial support towards professional examinations Salary increases linked to successful examination completion Opportunity to work towards Chartered Financial Planner status About the Company: Our client is a well-established and growing independent financial planning business with a strong reputation for providing high-quality, client-focused financial advice. The business has a long-standing commitment to professional development and encourages employees to continue progressing their qualifications, with full support for study, examinations and career development. This is an excellent opportunity for an experienced Paraplanner looking to take the next step in their career within a professional and collaborative financial planning environment. Key Responsibilities: Obtain and analyse information relating to clients' existing financial arrangements and complete detailed gap analysis. Produce strategy reports and make high-level recommendations in line with clients' objectives and circumstances. Research the market and recommend suitable financial products and solutions based on client requirements. Prepare high-quality, personalised client reports written in clear, concise and accessible language. Work closely with Financial Advisers throughout the research, report-writing and recommendation process. Ensure all advice and recommendations meet regulatory, compliance and internal quality standards. Develop a thorough understanding of each client's circumstances, objectives, attitude to risk, capacity for loss, knowledge, experience and timescales. Prepare detailed analysis of existing investment and pension portfolios. Research and produce client-facing strategy reports to support new business opportunities. Prepare research, quotations and supporting information for client meetings. Deal with client and provider correspondence as part of the research and reporting process. Prepare valuations and portfolio commentary for client meetings and ongoing reviews. Liaise with colleagues and compliance teams to support the approval and submission of compliant new business. Maintain accurate and up-to-date client records and ensure all tasks are recorded and progressed within agreed timescales. Manage workflow effectively and provide clear updates on case progress. Work collaboratively with other Paraplanners and colleagues, sharing ideas and best practice. Identify opportunities to improve processes and enhance the overall client experience. Participate in relevant training, competence and professional development initiatives. What We're Looking For: An experienced and career-focused Paraplanner with a strong desire to develop professionally. Minimum CII Diploma-level study, ideally with the Diploma in Regulated Financial Planning already underway or completed. Strong knowledge of financial planning, including pre- and post-retirement planning and pension transfers. Good understanding of investments, taxation and wider financial planning strategies. Excellent report-writing and research skills, with the ability to turn complex information into clear, client-friendly recommendations. Strong understanding of the FCA regulatory and compliance framework. Excellent attention to detail and a commitment to delivering consistently high-quality work. Ability to manage workloads effectively and work to agreed deadlines. A professional, proactive and collaborative approach. Strong written and verbal communication skills. A genuine desire to progress towards Chartered Financial Planner status. Desirable Skills: Experience within an independent financial advice or financial planning environment. Experience preparing suitability letters, strategy reports and client-facing recommendations. Experience with pension analysis, pension transfers, investments and portfolio reviews. Strong understanding of financial planning products and platforms. Experience working closely with Financial Advisers and compliance teams. Familiarity with back-office systems and workflow management. CII Diploma in Regulated Financial Planning completed or nearing completion. Progress towards Chartered Financial Planner status. 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.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Senior Paraplanner Location: Knutsford, Cheshire Salary: £50,000 per annum Benefits: Full-time position Hybrid working available, including 1 day per week working from home Convenient Knutsford location Ample on-site parking Opportunity to work closely with experienced Advisers and a supportive team Varied role offering exposure to technical financial planning and complex client cases About the Company: Our client is an established financial planning practice based in Knutsford, Cheshire, providing a professional and client-focused service. They are looking to appoint an experienced Paraplanner to join their team and provide high-quality technical and financial planning support to the Advisers. This is an excellent opportunity for a Paraplanner with strong report writing skills who enjoys taking ownership of cases and working closely with Advisers and the wider administration team. Key Responsibilities: As a Paraplanner , your responsibilities will include: Preparing clear, compliant and client-focused suitability reports Providing technical support to Advisers and assisting with financial planning strategies Analysing existing client arrangements and identifying opportunities to enhance current plans Supporting cases from initial instruction through to completion Working closely with the administration team to ensure applications are processed accurately and efficiently Monitoring submitted business and liaising with product providers where required Ensuring client files and back-office systems are maintained accurately Preparing cashflow models using Voyant Conducting research and analysis using Financial Express Analytics Preparing for client meetings and completing post-meeting actions Producing illustrations, product comparisons and supporting documentation What We're Looking For: The successful Paraplanner will ideally have: Strong experience working as a Paraplanner within a financial planning environment Excellent report writing skills and the ability to produce clear, accurate and client-focused documentation Good technical knowledge across life, pensions and investment products The ability to analyse existing financial arrangements and provide appropriate technical support Experience managing cases through to completion Strong attention to detail and a commitment to maintaining high standards of compliance Excellent communication and organisational skills The ability to work collaboratively with Advisers, administrators and the wider practice team A Level 4 Diploma in Financial Planning is desirable, although candidates without the qualification will also be considered where they can demonstrate strong relevant Paraplanner experience. Desirable Skills: Level 4 Diploma in Financial Planning Experience using Voyant for cashflow modelling Experience using Financial Express Analytics Strong knowledge of pensions, investments and protection Excellent suitability report writing skills Good understanding of the end-to-end advice process Previous experience supporting Advisers with technical queries Strong IT and back-office system skills How to Apply: Interested? Submit your CV today! If your experience aligns with this Paraplanner opportunity, one of our specialist consultants will contact you to discuss the role in more detail. 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.
Aug 14, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Senior Paraplanner Location: Knutsford, Cheshire Salary: £50,000 per annum Benefits: Full-time position Hybrid working available, including 1 day per week working from home Convenient Knutsford location Ample on-site parking Opportunity to work closely with experienced Advisers and a supportive team Varied role offering exposure to technical financial planning and complex client cases About the Company: Our client is an established financial planning practice based in Knutsford, Cheshire, providing a professional and client-focused service. They are looking to appoint an experienced Paraplanner to join their team and provide high-quality technical and financial planning support to the Advisers. This is an excellent opportunity for a Paraplanner with strong report writing skills who enjoys taking ownership of cases and working closely with Advisers and the wider administration team. Key Responsibilities: As a Paraplanner , your responsibilities will include: Preparing clear, compliant and client-focused suitability reports Providing technical support to Advisers and assisting with financial planning strategies Analysing existing client arrangements and identifying opportunities to enhance current plans Supporting cases from initial instruction through to completion Working closely with the administration team to ensure applications are processed accurately and efficiently Monitoring submitted business and liaising with product providers where required Ensuring client files and back-office systems are maintained accurately Preparing cashflow models using Voyant Conducting research and analysis using Financial Express Analytics Preparing for client meetings and completing post-meeting actions Producing illustrations, product comparisons and supporting documentation What We're Looking For: The successful Paraplanner will ideally have: Strong experience working as a Paraplanner within a financial planning environment Excellent report writing skills and the ability to produce clear, accurate and client-focused documentation Good technical knowledge across life, pensions and investment products The ability to analyse existing financial arrangements and provide appropriate technical support Experience managing cases through to completion Strong attention to detail and a commitment to maintaining high standards of compliance Excellent communication and organisational skills The ability to work collaboratively with Advisers, administrators and the wider practice team A Level 4 Diploma in Financial Planning is desirable, although candidates without the qualification will also be considered where they can demonstrate strong relevant Paraplanner experience. Desirable Skills: Level 4 Diploma in Financial Planning Experience using Voyant for cashflow modelling Experience using Financial Express Analytics Strong knowledge of pensions, investments and protection Excellent suitability report writing skills Good understanding of the end-to-end advice process Previous experience supporting Advisers with technical queries Strong IT and back-office system skills How to Apply: Interested? Submit your CV today! If your experience aligns with this Paraplanner opportunity, one of our specialist consultants will contact you to discuss the role in more detail. 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.
