Templegate Recruitment

Are you the right applicant for this opportunity Find out by reading through the role overview below.
Specialist Recruiters in Financial Services

Job Title:Paraplanner

Location:Cheltenham

Salary:£42,000 £60,000 (DOE)

This is an excellent opportunity for an experienced Paraplanner to work closely with Advisers in a collaborative, client-focused environment. You will play a key role in delivering high-quality technical support, ensuring suitability of advice, and contributing to strong client outcomes across the business.

• 25 days annual leave + bank holidays
• Birthday day off
• 6% employer pension contribution
• Death in Service cover (4 x salary)
• Hybrid working: 2 days office, 1 day from home (pro-rata based on agreed working pattern)

A professional financial planning environment focused on delivering high-quality, compliant, and client-centred advice. The business operates to strong regulatory standards and encourages collaboration between Advisers, Paraplanners, and Administrators to ensure consistent and positive client outcomes.

• Act as the key point of contact for the Adviser
• Support and monitor Administrators to ensure timely completion of tasks
• Provide on-the-job training and development support to Administrators
• Attend client meetings where required
• Liaise with clients on behalf of the Adviser, ensuring excellent service and adherence to TCF principles
• Analyse technical information gathered by Administrators
• Obtain technical information directly from product providers
• Support team administration as required
• Maintain clear and consistent communication with Advisers and Administrators throughout the advice process
• Prepare accurate and compliant Suitability Reports
• Assist with supporting documentation including illustrations, key features, and provider packs
• Maintain accurate and up-to-date client records and KYC information
• Ensure all data and reporting is accurate and updated in a timely manner
• Work collaboratively to improve internal processes and operational efficiency
• Adhere to FCA and PRA regulatory requirements including MiFID II, COBS, GDPR, and internal policies
• Comply with FCA Certification and Conduct Rules at all times
• Maintain a professional, polite, and positive attitude at all times
• Undertake any other reasonable duties as required

• Experience in paraplanning or technical financial planning support
• Strong knowledge of financial products, pensions, investments, and protection
• Excellent report writing and technical analysis skills
• Strong understanding of FCA regulations and suitability requirements
• Ability to manage workload effectively and support multiple Advisers/teams
• Strong communication and interpersonal skills
• High attention to detail and accuracy

• Diploma in Financial Planning (or working towards Level 4 minimum)
• Experience working in a regulated financial advice environment
• Strong provider platform knowledge and technical research skills
• Experience mentoring or supporting junior team members

Interested? Submit your CV today!
If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. Well 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. xbpsjku If you havent heard from us within 7 days, please assume your application has not been successful on this occasion.