Templegate Recruitment

Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
Specialist Recruiters in Financial Services

Job Title:
Experienced Paraplanner (Working Towards Advising)

Location:
Gloucestershire - Office-based initially

Salary:
Competitive, dependent on qualifications and experience

This is an excellent opportunity for an experienced Paraplanner looking to develop their career within a supportive, professional IFA environment. You will work closely with Chartered Financial Planners, gaining exposure to complex cases, technical planning work, and high-quality client service delivery. The role offers genuine progression towards becoming an Adviser for the right individual.

• Exposure to Chartered-level financial planning work
• Career progression towards Adviser status
• Supportive and collaborative team environment
• Ongoing training and professional development
• Opportunity to work on complex, high-quality client cases
• Structured career development pathway

Our client is a respected and growing Independent Financial Advisory (IFA) firm with a strong focus on high-quality financial planning and client outcomes. The business is known for its professional, compliance-driven approach and commitment to delivering tailored advice solutions. You will be joining a collaborative team working alongside experienced Chartered Financial Planners and administration specialists.

• Writing detailed client suitability reports and suitability letters
• Conducting pension switching and investment portfolio analysis
• Performing Lifetime Allowance and Carry Forward calculations
• Carrying out fund research and investment analysis
• Supporting and maintaining accurate financial questionnaires and client records
• Liaising with administrators to ensure efficient workflow and task completion
• Working closely with Chartered Financial Planners and administration teams
• Supporting ad-hoc investment campaigns as required
• Maintaining a clear audit trail across all client files to ensure compliance standards are met
• Managing personal task lists and prioritising workload effectively
• Liaising with clients throughout the advice process to support relationship management
• Ensuring report templates and internal documentation remain up to date

• Experience within a financial services environment with strong product and provider knowledge
• Previous experience producing suitability reports and client-facing documentation
• Strong organisational skills with the ability to manage workload effectively
• Excellent communication skills and ability to build strong client and team relationships
• High level of attention to detail and accuracy
• Strong compliance and regulatory awareness
• Ability to take initiative, problem-solve and work independently
• Confident IT skills, particularly Microsoft Word and Excel
• Ability to learn and adapt to different back-office systems and platforms
• Experience within an IFA environment (ideally Chartered)
• Currently working towards or holding a Level 4 Diploma in Financial Planning

• Exposure to Chartered Financial Planning environments
• Experience working towards Adviser status
• Strong analytical skills in pensions and investment planning
• Familiarity with back-office systems and financial planning tools
• Experience supporting complex financial planning cases

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.