Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Apprentice Paraplanner / Junior ParaplannerLocation:WorcesterSalary:£25,000 to £30,000 depending on qualifications and experience)Benefits:25 days annual leave plus bank holidays and your birthday offMatched pension contributions up to 4%£50,000 Critical Illness Cover4x Death in Service CoverPrivate Medical InsuranceFully supported training and development, including funded professional qualificationsCarbon footprint offsetting initiativesTwo paid volunteering days per yearAbout the Company:Our client is a highly respected, independent Chartered Financial Planning firm, committed to delivering exceptional client outcomes and maintaining the highest professional standards.With a strong emphasis on ethical advice, sustainability, and community engagement, the business fosters a supportive and collaborative culture. Employees are encouraged to grow professionally while contributing to a purpose-driven organisation that values integrity, respect, and long-term client relationships.Key Responsibilities:Assist in the preparation of client review packs for meetingsSupport the drafting of client reports and recommendation lettersPrepare advice documentation, including application and nomination formsSubmit Requests for Information (RFIs) to providersProcess policy amendments and new business applications on internal systemsConduct research using a range of financial planning toolsSubmit new business and maintain accurate client recordsProvide general support to the technical/paraplanning teamWhat Were Looking For:Minimum GCSE (or equivalent) in English and Maths (Grade 4/C or above)Strong attention to detail and organisational skillsGood written and verbal communication skillsA genuine interest in financial planning and developing a career as a ParaplannerAbility to work effectively within a team and manage workload efficientlyDesirable Skills:Previous experience in financial services or an administrative roleAwareness of financial planning processes and productsProgress towards or interest in achieving the Diploma in Regulated Financial PlanningTraining & Development:Full support to achieve the Level 4 Paraplanner Apprenticeship StandardFunded Diploma in Regulated Financial Planning (DipPFS), including:R01 Financial Services Regulation and EthicsR02 Investment Principles and RiskR03 Personal TaxationR04 Pensions and Retirement PlanningR05 Financial ProtectionR06 Financial Planning PracticeAccess to workshops, recorded sessions, and learning resourcesOngoing support from experienced financial services professionalsCII membership (where applicable)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. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion.JBRP1_UKTJ