Paraplanner

TEMPLEGATE RECRUITMENT; Buxton; On-site; GBP 38,000 - 42,000; Full time

Benefits offered by this job

Hybrid working

Full study support towards qualifying

BUPA private health cover

Company pension scheme

Uncapped bonus structure

Client leads provided

Clear career progression into Adviser

Job summary

Templegate Recruitment is seeking an ambitious Paraplanner or Trainee Financial Adviser to join a well-established independent financial planning firm in Buxton. The role blends technical paraplanning with a clear path to becoming a fully qualified Adviser.

The position offers hybrid working, full study support, and client leads to support career development, with progression routes and a collaborative team environment.

Qualifications

• Experience in an Independent Financial Adviser (IFA) practice as a Paraplanner or Senior IFA Administrator.
• Ability to write complex suitability reports.
• Level 4 Diploma qualification or close to completion.
• Excellent communication and relationship-building skills.
• Ambition to progress from Paraplanner to Financial Adviser role.
• Highly organised with attention to detail.
• Able to commute to Buxton, Derbyshire.

Responsibilities

• Produce high-quality suitability reports and carry out technical research across pensions, investments and protection.
• Support advisers by preparing recommendations and maintaining compliance standards.
• Attend client meetings alongside senior advisers before gradually taking ownership of your own client relationships.
• Deliver holistic financial planning advice as you progress towards Competent Adviser Status (CAS).
• Manage new and existing client reviews, ensuring an exceptional client experience.
• Maintain accurate client records and work within FCA and company compliance procedures.
• Continue developing your technical knowledge through ongoing professional qualifications and training.

Skills

Paraplanner experience

Technical reporting

Communication skills

Organised

Career progression

Commutable to Buxton

Education

DipPFS/CII/CISI near completion

Level 4 Diploma

Tools

Provider platforms

Job description

Overview

Templegate Recruitment is delighted to be working with a well-established, independent financial planning firm seeking an ambitious Paraplanner / Trainee Financial Adviser to join its growing team. This is an excellent opportunity for an experienced Paraplanner or Senior IFA Administrator looking to take the next step into financial advice. The role offers a genuine hybrid route, allowing you to continue utilising your technical Paraplanner expertise while developing the skills and experience needed to become a fully competent Financial Adviser. With full study support, all client leads provided, and a transparent career pathway, this opportunity is ideal for someone looking to build a long-term career in financial planning.

Position

Job Title: Paraplanner / Trainee Financial Adviser

Location: Buxton, Derbyshire (Hybrid Working Available)

Salary: £38,000 - £42,000 (dependent on experience and qualifications)

OTE: £65,000+ (uncapped, with no minimum bonus threshold)

Progression: Basic salary increases to £48,000 upon achieving full Competent Adviser Status (CAS).

Benefits:

• Hybrid working
• Full study support towards professional qualifications
• BUPA private health cover
• Company pension scheme
• Uncapped bonus structure with no minimum threshold
• Client leads provided (new and existing clients)
• Clear and structured career progression into a Financial Adviser role
• Supportive and collaborative working environment

About the Company

Templegate Recruitment is delighted to be working with a well-established, independent financial planning firm seeking an ambitious Paraplanner / Trainee Financial Adviser to join its growing team.

This is an excellent opportunity for an experienced Paraplanner or Senior IFA Administrator looking to take the next step into financial advice. The role offers a genuine hybrid route, allowing you to continue utilising your technical Paraplanner expertise while developing the skills and experience needed to become a fully competent Financial Adviser.

With full study support, all client leads provided, and a transparent career pathway, this opportunity is ideal for someone looking to build a long-term career in financial planning.

Key Responsibilities

• Produce high-quality suitability reports and carry out technical research across pensions, investments and protection.
• Support advisers by preparing recommendations and maintaining compliance standards.
• Attend client meetings alongside senior advisers before gradually taking ownership of your own client relationships.
• Deliver holistic financial planning advice as you progress towards Competent Adviser Status (CAS).
• Manage new and existing client reviews, ensuring an exceptional client experience.
• Maintain accurate client records and work within FCA and company compliance procedures.
• Continue developing your technical knowledge through ongoing professional qualifications and training.

What We're Looking For

• Previous experience working within an Independent Financial Adviser (IFA) practice as a Paraplanner or Senior IFA Administrator.
• Strong technical knowledge with experience writing complex suitability reports.
• Ideally Level 4 Diploma qualified (DipPFS/CII/CISI) or close to completing the qualification.
• Excellent communication and relationship-building skills.
• A genuine ambition to progress from Paraplanner into a client-facing Financial Adviser role.
• Highly organised with excellent attention to detail and a strong commitment to delivering quality work.
• Able to commute to Buxton, Derbyshire.

Desirable Skills

• Experience using financial planning and provider platforms.
• Strong knowledge of pensions, investments and protection products.
• Confidence supporting advisers with technical planning strategies.
• Previous experience as a Paraplanner within an IFA environment.
• Working towards Chartered Financial Planner status would be advantageous but is not essential.
• Motivated to develop from a technical Paraplanner position into a successful Financial Adviser career.

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 will 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.