Templegate Recruitment

Specialist Recruiters in Financial Services

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 We’re 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. We’ll 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 haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.