Templegate Recruitment Specialist Recruiters in Financial Services
Job Title: Experienced Paraplanner (Working Towards Advising)
Location: Gloucestershire - Office-based initially
Salary: Competitive, dependent on qualifications and experience
Why Join Us? This is an excellent opportunity for an experienced Paraplanner looking to develop their career within a supportive, professional IFA environment. You will work closely with Chartered Financial Planners, gaining exposure to complex cases, technical planning work, and high-quality client service delivery. The role offers genuine progression towards becoming an Adviser for the right individual.
Benefits: Exposure to Chartered-level financial planning work
Career progression towards Adviser status
Supportive and collaborative team environment
Ongoing training and professional development
Opportunity to work on complex, high-quality client cases
Structured career development pathway
About the Company: Our client is a respected and growing Independent Financial Advisory (IFA) firm with a strong focus on high-quality financial planning and client outcomes. The business is known for its professional, compliance-driven approach and commitment to delivering tailored advice solutions. You will be joining a collaborative team working alongside experienced Chartered Financial Planners and administration specialists.
Key Responsibilities: Writing detailed client suitability reports and suitability letters
Conducting pension switching and investment portfolio analysis
Performing Lifetime Allowance and Carry Forward calculations
Carrying out fund research and investment analysis
Supporting and maintaining accurate financial questionnaires and client records
Liaising with administrators to ensure efficient workflow and task completion
Working closely with Chartered Financial Planners and administration teams
Supporting ad-hoc investment campaigns as required
Maintaining a clear audit trail across all client files to ensure compliance standards are met
Managing personal task lists and prioritising workload effectively
Liaising with clients throughout the advice process to support relationship management
Ensuring report templates and internal documentation remain up to date
What Were Looking For: Experience within a financial services environment with strong product and provider knowledge
Previous experience producing suitability reports and client-facing documentation
Strong organisational skills with the ability to manage workload effectively
Excellent communication skills and ability to build strong client and team relationships
High level of attention to detail and accuracy
Strong compliance and regulatory awareness
Ability to take initiative, problem-solve and work independently
Confident IT skills, particularly Microsoft Word and Excel
Ability to learn and adapt to different back-office systems and platforms
Experience within an IFA environment (ideally Chartered)
Currently working towards or holding a Level 4 Diploma in Financial Planning
Desirable Skills: Exposure to Chartered Financial Planning environments
Experience working towards Adviser status
Strong analytical skills in pensions and investment planning
Familiarity with back-office systems and financial planning tools
Experience supporting complex financial planning cases
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.
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