Client Paraplanner to Chartered Financial Planner

TEMPLEGATE RECRUITMENT LIMITED; Ramsbottom; On-site; GBP 35,000 - 48,000; Full time

Benefits offered by this job

25 days holiday

Pension scheme

Death in Service

PHI 75%

Study support

Exams reimbursement

Chartered FP path

Job summary

Templegate Recruitment is seeking an experienced Paraplanner (Client Relationship Manager) for a well-established financial planning practice in Ramsbottom, North West. You will analyse client information, produce strategy reports and liaise with advisers to deliver compliant, high-quality recommendations.

The role offers clear progression toward Chartered Financial Planner status, with study support and a strong development environment. Competitive salary and benefits package available.

Qualifications

• Experience as a Paraplanner within financial planning.
• Excellent report-writing and research skills.
• Strong FCA regulatory/compliance understanding.
• Ability to translate complex information into clear client recommendations.

Responsibilities

• Obtain and analyse client information and complete gap analyses.
• Produce strategy reports and high-level recommendations.
• Research suitable financial products based on client needs.
• Prepare personalised client reports in clear language.
• Collaborate with Financial Advisers through research, report-writing and recommendations.
• Ensure compliance with regulatory and internal standards.
• Maintain up-to-date client records and track progress.

Skills

Paraplanner experience

Report writing

Research

Attention to detail

Communication

Time management

Education

CII Diploma-level study

Diploma in Regulated Financial Planning

Tools

Pension analysis software

Client reporting tools

Job description

Templegate Recruitment is seeking an experienced Paraplanner (Client Relationship Manager) for a well-established financial planning practice in Ramsbottom, North West. You will analyse client information, produce strategy reports and liaise with advisers to deliver compliant, high-quality recommendations.

The role offers clear progression toward Chartered Financial Planner status, with study support and a strong development environment. Competitive salary and benefits package available.