Templegate Recruitment
Specialist Recruiters in Financial Services

Paraplanning Associate / Junior Paraplanner

Location: Chorley (Hybrid)
Salary: Up to £32,000 (DOE)

The Opportunity

An excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Paraplanning team as a Paraplanning Associate / Junior Paraplanner.

This role is ideal for someone with strong financial planning experience who is looking to develop their career as a paraplanner. You will receive structured training, full exam support, and ongoing mentoring to support your progression towards becoming a fully competent paraplanner.

Working closely with Advisers and the Technical Team Leader, you will play a key role in supporting the delivery of high-quality, compliant financial planning advice while building the technical skills required of a successful paraplanner.

Benefits Package

• 4% Employer Pension Contribution (salary sacrifice available)

• 28 Days Annual Leave plus Bank Holidays

• Option to Purchase up to 5 Additional Days Leave

• Group Life Cover (4x Salary)

• Rolling Sick Pay Scheme

• Full Exam & Training Support

• Hybrid Working Arrangement

• Clear Career Development Pathway towards a Paraplanner role

Role Purpose

As part of the Paraplanning team, you will:

• Assist in preparing accurate, compliant, and professional suitability reports

• Conduct detailed research across pensions, investments, protection, and wider financial planning solutions

• Support advisers with technical analysis and case preparation

• Ensure all work aligns with regulatory requirements and internal procedures

• Maintain accurate and up-to-date client records

• Liaise with providers and internal departments as required

• Develop a thorough understanding of advice processes and client journeys

• Progress technical knowledge and competency under the supervision of the Technical Team Leader

This position offers structured development with a clear pathway to becoming a confident and technically capable paraplanner.

About YouEssential Experience & Skills

• Minimum 3 years continuous experience within a Financial Planning firm

• Exposure to paraplanner responsibilities or technical support work

• Currently working towards the Regulated Diploma in Financial Planning (Level 4)

• Ideally 12 CII R0 exams already achieved

• Good understanding of the UK financial regulatory framework

• Strong written and verbal communication skills

• Proficient in Microsoft Outlook, Word, Excel, and PowerPoint

• Excellent attention to detail

• Strong organisational skills with the ability to prioritise effectively

• A collaborative and professional approach

• Comfortable working in a fast-paced environment

• Open to feedback and committed to developing into a successful paraplanner

Desirable

• Regulated Diploma in Financial Planning (Level 4)

• Strong analytical and technical thinking skills

• Ability to assess information from multiple perspectives

• Confidence handling detailed and technical information

Career Development

This role offers genuine long-term progression within a supportive and technically strong environment. With full study support and structured mentoring, you will be guided step-by-step towards becoming a fully qualified paraplanner.

How to Apply

If you are looking to take the next step in your financial planning career and progress as a paraplanner, we would love to hear from you.

Submit your CV today and one of our specialist consultants will contact you to discuss your experience, career aspirations, and other suitable opportunities.

Due to the high volume of applications, we can only respond to successful candidates. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.

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