Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

IFA Support / Paraplanner

Location:

Balsall Common (Office-Based)

Salary:

£30,000 – £40,000 (dependent on experience)

Why Join Us?

This is a unique opportunity to join a forward-thinking financial planning firm where you will play a key role across the entire client journey. Unlike traditional structures, this role offers full exposure to both administrative and paraplanning responsibilities, providing variety, autonomy, and the chance to significantly develop your technical and client support skills.

Benefits:

• Competitive salary package
• Pension contribution
• 25 days holiday plus bank holidays
• Study support towards Level 4 Diploma in Financial Planning
• Career progression opportunities
• Friendly and supportive team environment

About the Company:

Our client is a well-established and client-focused financial planning firm, providing tailored advice to individuals and families. They pride themselves on delivering a high level of service and maintaining strong, long-term client relationships through a holistic approach to financial planning.

Key Responsibilities:

• Provide end-to-end support to Financial Advisers across the full client journey
• Process new business across pensions, investments, and protection
• Prepare suitability reports and recommendation documentation
• Conduct research and analysis to support financial planning advice
• Liaise with product providers and third parties
• Manage client servicing, including reviews and ongoing support
• Ensure compliance with regulatory requirements and internal procedures
• Maintain accurate client records using back-office systems

What We’re Looking For:

• Previous experience in an IFA administration or paraplanning role
• Strong understanding of financial products including pensions, investments, and protection
• Experience supporting advisers throughout the advice process
• Excellent organisational and time management skills
• High level of attention to detail
• Strong communication skills, both written and verbal
• Ability to manage multiple tasks and work independently

Desirable Skills:

• Level 4 Diploma in Financial Planning (or working towards)
• Experience with systems such as Intelligent Office, FE Analytics, or Voyant
• Report writing experience
• Knowledge of compliance and regulatory frameworks within financial services

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.