Paraplanner

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: Client Relationship Manager (Paraplanner)

Location: Ramsbottom - North West

Salary: Competitive, depending on experience

Benefits:

• 25 days' holiday, with additional holiday entitlement based on length of service
• Pension scheme - 3% employer and 4% employee contributions
• Death in Service - 4 x annual salary
• Permanent Health Insurance - 75% of salary up to age 65, subject to a 13-week deferred period
• Full support for professional qualifications and ongoing development
• Study leave and financial support towards professional examinations
• Salary increases linked to successful examination completion
• Opportunity to work towards Chartered Financial Planner status

About the Company:

Our client is a well-established and growing independent financial planning business with a strong reputation for providing high-quality, client-focused financial advice.

The business has a long-standing commitment to professional development and encourages employees to continue progressing their qualifications, with full support for study, examinations and career development.

This is an excellent opportunity for an experienced Paraplanner looking to take the next step in their career within a professional and collaborative financial planning environment.

Key Responsibilities:

• Obtain and analyse information relating to clients' existing financial arrangements and complete detailed gap analysis.
• Produce strategy reports and make high-level recommendations in line with clients' objectives and circumstances.
• Research the market and recommend suitable financial products and solutions based on client requirements.
• Prepare high-quality, personalised client reports written in clear, concise and accessible language.
• Work closely with Financial Advisers throughout the research, report-writing and recommendation process.
• Ensure all advice and recommendations meet regulatory, compliance and internal quality standards.
• Develop a thorough understanding of each client's circumstances, objectives, attitude to risk, capacity for loss, knowledge, experience and timescales.
• Prepare detailed analysis of existing investment and pension portfolios.
• Research and produce client-facing strategy reports to support new business opportunities.
• Prepare research, quotations and supporting information for client meetings.
• Deal with client and provider correspondence as part of the research and reporting process.
• Prepare valuations and portfolio commentary for client meetings and ongoing reviews.
• Liaise with colleagues and compliance teams to support the approval and submission of compliant new business.
• Maintain accurate and up-to-date client records and ensure all tasks are recorded and progressed within agreed timescales.
• Manage workflow effectively and provide clear updates on case progress.
• Work collaboratively with other Paraplanners and colleagues, sharing ideas and best practice.
• Identify opportunities to improve processes and enhance the overall client experience.
• Participate in relevant training, competence and professional development initiatives.

What We're Looking For:

• An experienced and career-focused Paraplanner with a strong desire to develop professionally.
• Minimum CII Diploma-level study, ideally with the Diploma in Regulated Financial Planning already underway or completed.
• Strong knowledge of financial planning, including pre- and post-retirement planning and pension transfers.
• Good understanding of investments, taxation and wider financial planning strategies.
• Excellent report-writing and research skills, with the ability to turn complex information into clear, client-friendly recommendations.
• Strong understanding of the FCA regulatory and compliance framework.
• Excellent attention to detail and a commitment to delivering consistently high-quality work.
• Ability to manage workloads effectively and work to agreed deadlines.
• A professional, proactive and collaborative approach.
• Strong written and verbal communication skills.
• A genuine desire to progress towards Chartered Financial Planner status.

Desirable Skills:

• Experience within an independent financial advice or financial planning environment.
• Experience preparing suitability letters, strategy reports and client-facing recommendations.
• Experience with pension analysis, pension transfers, investments and portfolio reviews.
• Strong understanding of financial planning products and platforms.
• Experience working closely with Financial Advisers and compliance teams.
• Familiarity with back-office systems and workflow management.
• CII Diploma in Regulated Financial Planning completed or nearing completion.
• Progress towards Chartered Financial Planner status.

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.