Job Description
Templegate Recruitment Specialist Recruiters in Financial ServicesParaplanning Associate / Junior ParaplannerChorley (Hybrid) Up to £32,000 (DOE)The OpportunityAn 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 you4% employer pension contribution (salary sacrifice available)28 days annual leave plus Bank HolidaysOption to purchase up to 5 additional days holidayGroup life cover (4x salary)Rolling sick pay schemeFull exam funding and structured training supportHybrid working arrangementClear and supported career progression pathway into paraplanningRole PurposeAs 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 compliantConducting detailed research across pensions, investments, protection, and wider financial planning solutionsSupporting advisers with technical analysis and case preparationEnsuring all work meets regulatory standards and internal proceduresMaintaining accurate and up-to-date client recordsLiaising with product providers and internal teams where requiredDeveloping a strong understanding of the full advice process and client journeyBuilding technical knowledge under the supervision of the Technical Team LeaderThis is a structured development role with a clear pathway towards becoming a confident and fully qualified paraplanner.About YouEssential Experience & SkillsMinimum 3 years experience within a financial planning firmExposure to paraplanning or technical/administrative support workCurrently working towards the Level 4 Diploma in Financial PlanningIdeally 12 CII RO exams already achievedGood understanding of the UK financial services regulatory frameworkStrong written and verbal communication skillsProficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)Excellent attention to detail and accuracyStrong organisational and prioritisation skillsProfessional, proactive, and collaborative approachComfortable working in a fast-paced environmentMotivated to develop into a paraplanning roleDesirableProgress toward or completion of the Level 4 Diploma in Financial PlanningStrong analytical and technical thinking skillsConfidence working with complex financial information and caseworkCareer DevelopmentThis 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 ApplyIf 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. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.TPBN1_UKTJ