Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Paraplanner

Location:

Highnam, Gloucestershire (Predominantly office-based, with 1 day WFH upon successful completion of probation)

Salary:

Circa £40,000 (dependent on experience and qualifications)

Why Join Us?

This is an excellent opportunity to join a growing and forward-thinking financial advisory firm supporting three experienced advisers. The business offers a collaborative and professional environment where your input will be valued, and you will play a key role in delivering high-quality, independent financial advice. Flexibility is offered around working hours, making this an attractive role for candidates seeking work-life balance alongside career progression.

Benefits:

• Death in service cover from inception
• Private medical insurance upon successful completion of probation
• 1 day working from home after probation
• Exam funding and support for professional qualifications
• Strong opportunities for career progression and development
• Supportive and collaborative team culture

About the Company:

We’re a growing financial advisory firm based in Highnam, committed to delivering high-quality, client-focused independent financial advice. The firm prides itself on professionalism, ethical standards, and building long-term relationships with clients. With a strong emphasis on teamwork, the business is looking to strengthen its paraplanning function to support continued growth.

Key Details:

• Contract: Permanent
• Predominantly office-based (1 day WFH post-probation)
• Driving licence required

Role Overview:

We are looking for a collaborative and solution-focused Paraplanner to join the team. You will play a key role in supporting advisers and ensuring the delivery of compliant, high-quality financial advice to clients.

Key Responsibilities:

• Prepare suitability reports and client documentation, ensuring advice is compliant, suitable, and clearly communicated
• Collaborate closely with advisers to maintain high standards of advice and client outcomes
• Conduct research and analysis to support financial planning recommendations
• Support and improve internal processes relating to research and advice delivery
• Contribute to the growth and development of the paraplanning function
• Maintain up-to-date knowledge of regulatory requirements and industry best practice
• Ensure accurate record keeping and adherence to compliance standards

What We’re Looking For:

• Qualified and experienced Paraplanner, ideally within an independent advisory firm
• Minimum Level 4 Diploma in Financial Planning (or equivalent)
• Strong technical knowledge across pensions, investments, and protection
• Ethical, client-focused approach with a collaborative and “egoless” mindset
• Proactive, solution-oriented, and keen to improve processes
• Excellent attention to detail and strong communication skills
• Ability to manage workload effectively in a busy environment
• Full UK driving licence

Desirable Skills:

• Progression towards Chartered Financial Planner status
• Experience with cashflow modelling tools
• Familiarity with back-office systems such as Intelligent Office or similar
• Experience supporting high-net-worth clients

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.