Paraplanner

Benefits:

• 27 days paid holiday plus bank holidays
• 1 day’s leave on your birthday
• Guaranteed 2 days additional leave at Christmas
• Company pension scheme with death in service option at 4x annual salary
• Private health cover
• Social Club and annual company events
• Genuine career progression into Financial Advice for the right candidate

About the Company:

Templegate Recruitment is delighted to be recruiting on behalf of a well-established and highly respected financial planning business within a legal practice. With a loyal client base and an excellent reputation built over many years, this is a fantastic opportunity to join a close-knit team where your contribution will be genuinely valued. The firm provides holistic financial planning, with a strong focus on investment advice for an established client bank and an ongoing source of new clients from the legal practice. This role offers the opportunity to work closely with an experienced Financial Adviser, supporting clients through the ongoing review process while developing your own career within financial planning.

Key Responsibilities:

• Prepare suitability reports and recommendation letters.
• Conduct product, fund and provider research.
• Support the Financial Adviser with annual and ongoing client reviews.
• Liaise directly with clients regarding documentation and review meetings.
• Maintain accurate client records using Intelligent Office (IO).
• Ensure all work is completed in line with FCA and company compliance standards.
• Assist with investment research and portfolio reviews.
• Work closely with the administration team to deliver an excellent client experience.

What We’re Looking For:

• Level 4 Diploma in Regulated Financial Planning (or equivalent) is essential.
• Previous experience working as a Paraplanner within an IFA or Wealth Management firm.
• Strong knowledge of investments products..
• Excellent written and verbal communication skills.
• High attention to detail with the ability to manage your own workload.
• A proactive and reliable approach with the confidence to work independently.
• Someone who enjoys building long-term relationships with clients and colleagues.

Desirable Skills:

• Experience using Intelligent Office (IO).
• Experience supporting an Adviser with client review meetings.
• An interest in progressing into a Financial Adviser role in the future.
• Knowledge of FCA regulatory requirements and suitability report writing.

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.