Templegate Recruitment Specialist Recruiters in Financial Services
All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.
Job Title:
Paraplanner
Location:
Altrincham Hybrid Working (2/3 days office-based and 2/3 days home working)
Salary:
£33,000 £45,000 DOE
Benefits:
Hybrid working arrangement
Supported study towards Level 4 Diploma and ongoing professional development
Permanent full-time opportunity
Supportive and collaborative working environment
Career progression opportunities within financial services
About the Company:
Our client is a well-established and highly regarded financial planning firm seeking an experienced Paraplanner to join their growing team. This role offers the opportunity to work closely with advisers and management, supporting the delivery of high-quality financial advice across pensions, investments, protection, and inheritance tax planning.
The successful candidate will play a key role in producing compliant suitability reports, conducting technical research, and supporting advisers in delivering excellent client outcomes.
Key Responsibilities:
Supporting the adviser team by producing suitability reports in a timely manner
Working across a broad range of products including ISAs, Unit Trusts, Investment Bonds, VCTs, pensions, protection, and IHT planning
Reviewing new business cases and understanding recommendations to produce compliant suitability reports
Writing suitability letters for annual reviews and new business cases
Inputting fact find information onto Salesforce and maintaining accurate records
Liaising with advisers regarding missing information and supporting documentation
Running critical yield comparisons and provider illustrations
Completing and submitting advice sets through Salesforce
Conducting technical research to ensure recommendations remain compliant
Liaising with Business Assurance teams regarding complex cases and concession requests
Staying up to date with regulatory and legislative changes
Working within company advice frameworks and templates
Using research tools including Analytics and Voyant
Maintaining strong working relationships with advisers, colleagues, and management
Supporting workflow management and meeting agreed targets
Attending adviser meetings, workshops, and training forums where required
Providing feedback on systems and processes to support continuous improvement
What Were Looking For:
Minimum 2 years experience in a Paraplanner role
Level 4 Diploma in Regulated Financial Planning (or working towards completion)
Strong understanding of financial services regulation and legislation
Ability to analyse and transpose technical information accurately
Excellent communication and organisational skills
Strong numeracy and analytical skills
Ability to work independently and remotely
High attention to detail with strong time management skills
Professional and discreet approach when dealing with third parties and confidential information
Positive, proactive, and flexible attitude with a willingness to support the wider team
Desirable Skills:
Experience using Salesforce or similar back-office systems
Familiarity with research systems such as FE Analytics and Voyant
Strong Microsoft Office skills including Outlook, Word, and Excel
Experience within a regulated financial planning environment
Ability to manage multiple priorities in a fast-paced environment
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.