Templegate Recruitment

Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
Specialist Recruiters in Financial Services

Job Title:Paraplanner

Location:Worcester (Office-based)

Salary:£35,000 £40,000 per annum (depending on qualifications and experience)

Benefits:

• 25 days annual leave plus bank holidays and your birthday off
• Matched pension contributions up to 4%
• £50,000 Critical Illness Cover
• 4x Death in Service Cover
• Private Medical Insurance
• Fully supported training and development, including further qualifications
• Carbon footprint offsetting initiatives
• Two paid volunteering days per year

About the Company:
Our client is a well-established, independent Chartered Financial Planning firm known for delivering high-quality, client-focused advice.

With a strong commitment to ethical standards, sustainability, and community engagement, the business promotes a collaborative and values-driven culture. They pride themselves on supporting both clients and employees, encouraging professional development and fostering long-term career progression.

Key Responsibilities:

• Prepare review packs for client meetings
• Write detailed client reports and recommendation letters
• Prepare advice documentation, including application and nomination forms
• Submit Requests for Information (RFIs) to providers
• Undertake cashflow planning analysis
• Conduct research using internal tools and approved provider/fund panels
• Maintain accurate client records on Intelligent Office and SharePoint
• Collaborate closely with Financial Planners to deliver high-quality client outcomes
• Support the wider technical team in meeting regulatory and business objectives

What Were Looking For:

• Minimum of 2 years experience in a paraplanning or technical report-writing role
• Level 4 Diploma qualified (or working towards), with ambitions towards Chartered status (Level 6)
• Strong understanding of financial services regulation and legislation
• Knowledge of investment, pension, and protection products, including attitude to risk
• Excellent written and verbal communication skills
• Strong organisational and time management abilities, with the ability to work under pressure
• Proficiency in Microsoft Word, Excel, and Outlook
• A proactive, detail-oriented approach with a strong work ethic
• Commitment to ongoing professional development

Desirable Skills:

• Experience using Intelligent Office and SharePoint
• Strong technical knowledge across financial planning areas
• Experience in cashflow modelling tools
• A collaborative mindset and ability to work effectively within a team
• Alignment with a client-first, independent advice philosophy

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. 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.