Paraplanner

TEMPLEGATE RECRUITMENT; Guiseley; On-site; GBP 40,000 - 45,000; Full time

Benefits offered by this job

5 weeks' holiday + bank holidays

Pension 4.5% employer

Private Medical Insurance

Free on-site parking

Mon-Fri 9-5 with flex to 8-4

Career progression to Trainee Adviser

Job summary

Templegate Recruitment in Leeds is seeking a Paraplanner / Trainee Adviser to join a small, friendly financial services firm. The role is office-based in Leeds, offering a clear path toward becoming a Financial Adviser while maintaining paraplanning responsibilities.

The ideal candidate holds a Level 4 Diploma in Financial Planning and has paraplanner experience within financial services, with strong technical knowledge and client-facing capabilities.

Qualifications

• Level 4 Diploma in Financial Planning is required.
• Previous paraplanner experience in financial services is essential.
• Strong understanding of financial planning and investment products.
• Excellent attention to detail and organisational skills.
• Strong written and verbal communication skills.

Responsibilities

• Provide high-quality paraplanning support to the Adviser and wider team.
• Prepare suitability reports, financial analysis and recommendations.
• Assist with pension, investment and protection-related cases.
• Support the Adviser with the management and servicing of an established client bank.
• Assist with new business processing and ongoing client reviews.
• Conduct research and analysis to support financial planning recommendations.
• Liaise with product providers and other third parties.
• Ensure all client documentation is accurate, compliant and completed within agreed timescales.
• Take on increasing responsibility for client relationships as experience develops.
• Work towards progressing into a Trainee Adviser position.
• Develop the skills and experience required to eventually provide regulated financial advice.

Skills

Level 4 Diploma in Financial Planning

Paraplanner experience in financial 
|

Understanding of financial planning &

Education

Level 4 Diploma in Financial Planning

Tools

Intelligent Office (IO)

Defaqto

Client bank support

Job description

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: Paraplanner / Trainee Adviser

Location: Leeds - Office Based

Salary: £40,000 - £45,000, depending on experience

Benefits

• 5 weeks' holiday plus bank holidays
• 4.5% employer pension contribution
• Private Medical Insurance after probation
• Free on-site parking
• Monday to Friday, 9am-5pm, with flexibility to work 8am-4pm
• Excellent career progression into a Trainee Adviser position

About the Company

An established, small and friendly financial services firm based in Leeds is looking to appoint an experienced Level 4 qualified Paraplanner to join their close-knit team.

This is an excellent opportunity for a Paraplanner who is looking to take the next step in their career and progress towards becoming a Financial Adviser. The successful candidate will continue to undertake Paraplanning responsibilities while receiving the opportunity to develop their knowledge and experience as a Trainee Adviser.

Key Responsibilities

• Provide high-quality Paraplanning support to the Adviser and wider team
• Prepare suitability reports, financial analysis and recommendations
• Assist with pension, investment and protection-related cases
• Support the Adviser with the management and servicing of an established client bank
• Assist with new business processing and ongoing client reviews
• Conduct research and analysis to support financial planning recommendations
• Liaise with product providers and other third parties
• Ensure all client documentation is accurate, compliant and completed within agreed timescales
• Take on increasing responsibility for client relationships as experience develops
• Work towards progressing into a Trainee Adviser position
• Develop the skills and experience required to eventually provide regulated financial advice

What We're Looking For

• Level 4 Diploma qualified in Financial Planning
• Previous experience working as a Paraplanner within financial services
• Strong understanding of financial planning and investment products
• Excellent attention to detail and organisational skills
• Strong written and verbal communication skills
• Ability to manage workloads and work to deadlines
• Professional, personable and confident when dealing with clients and colleagues
• A proactive approach with the ability to work independently
• Someone who is genuinely interested in progressing into a Financial Adviser role
• Comfortable working within a small, family-run team environment
• Willingness to work office-based in Leeds

Desirable Skills

• Experience using Intelligent Office (IO)
• Experience using Defaqto
• Experience supporting an Adviser with a varied client bank
• Strong report-writing and analytical skills
• Previous experience with pensions, investments and protection
• A genuine ambition to progress into an Adviser role