Templegate Recruitment Specialist Recruiters in Financial Services
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Paraplanning Associate / Junior Paraplanner
Chorley (Hybrid) Up to £32,000 (DOE)
The Opportunity
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.
Whats 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.
About You
Essential Experience & Skills
Minimum 3 years experience within a financial planning firm
Exposure to paraplanning or technical/administrative support work
Currently working towards the Level 4 Diploma in Financial Planning
Ideally 12 CII RO exams already achieved
Good understanding of the UK financial services regulatory framework
Strong written and verbal communication skills
Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Excellent attention to detail and accuracy
Strong organisational and prioritisation skills
Professional, proactive, and collaborative approach
Comfortable working in a fast-paced environment
Motivated to develop into a paraplanning role
Desirable
Progress toward or completion of the Level 4 Diploma in Financial Planning
Strong analytical and technical thinking skills
Confidence working with complex financial information and casework
Career Development
This role offers genuine long-term progression within a supportive, structured, and technically strong environment.
With full study support and hands-on mentoring, you will be guided step by step towards becoming a fully qualified and confident paraplanner.
How to Apply
If you are ready to take the next step in your financial planning career, we would like to hear from you.
Please submit your CV and one of our specialist consultants will be in touch to discuss your experience, career goals, and suitable opportunities.
Due to the high volume of applications, we are only able to contact successful candidates. xsngvjr If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.