Templegate Recruitment Specialist Recruiters in Financial Services
Job Title: Paraplanner
Location: Worcester (Office-based)
Salary: £35,000 £40,000 per annum (depending on qualifications and experience)
Benefits:
25 days annual leave plus bank holidays and your birthday off
Matched pension contributions up to 4%
£50,000 Critical Illness Cover
4x Death in Service Cover
Private Medical Insurance
Fully supported training and development, including further qualifications
Carbon footprint offsetting initiatives
Two paid volunteering days per year
About the Company: Our client is a well-established, independent Chartered Financial Planning firm known for delivering high-quality, client-focused advice.
With a strong commitment to ethical standards, sustainability, and community engagement, the business promotes a collaborative and values-driven culture. They pride themselves on supporting both clients and employees, encouraging professional development and fostering long-term career progression.
Key Responsibilities:
Prepare review packs for client meetings
Write detailed client reports and recommendation letters
Prepare advice documentation, including application and nomination forms
Submit Requests for Information (RFIs) to providers
Undertake cashflow planning analysis
Conduct research using internal tools and approved provider/fund panels
Maintain accurate client records on Intelligent Office and SharePoint
Collaborate closely with Financial Planners to deliver high-quality client outcomes
Support the wider technical team in meeting regulatory and business objectives
What Were Looking For:
Minimum of 2 years experience in a paraplanning or technical report-writing role
Level 4 Diploma qualified (or working towards), with ambitions towards Chartered status (Level 6)
Strong understanding of financial services regulation and legislation
Knowledge of investment, pension, and protection products, including attitude to risk
Excellent written and verbal communication skills
Strong organisational and time management abilities, with the ability to work under pressure
Proficiency in Microsoft Word, Excel, and Outlook
A proactive, detail-oriented approach with a strong work ethic
Commitment to ongoing professional development
Desirable Skills:
Experience using Intelligent Office and SharePoint
Strong technical knowledge across financial planning areas
Experience in cashflow modelling tools
A collaborative mindset and ability to work effectively within a team
Alignment with a client-first, independent advice philosophy
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. Well 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 havent heard from us within 7 days, please assume your application has not been successful on this occasion.
TPBN1_UKTJ