Paraplanner

TEMPLEGATE RECRUITMENT; Knutsford; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Full-time position

Hybrid working 1 day WFH

Knutsford location

On-site parking

Work closely with Advisers

Exposure to technical financial plans

Job summary

Templegate Recruitment is seeking a Senior Paraplanner in Knutsford, Cheshire. The role focuses on high‑quality technical financial planning support to Advisers, with exposure to complex client cases and report writing.

The position offers hybrid working (including 1 day WFH) in a convenient Knutsford location with ample on-site parking and a collaborative team environment.

Qualifications

• Strong report writing skills with client-focused documentation.
• Technical knowledge across life, pensions and investment products.
• Experience managing cases through to completion.
• Compliance-focused with high attention to detail.

Responsibilities

• Preparing clear, compliant suitability reports.
• Providing technical support to Advisers on financial planning strategies.
• Analysing client arrangements and identifying improvements.
• Supporting cases from instruction to completion.
• Coordinating with administration to ensure accurate applications.
• Monitoring submissions with product providers as needed.
• Maintaining client files and back-office records.
• Preparing cashflow models using Voyant.
• Conducting analysis with Financial Express Analytics.
• Preparing for client meetings and post-meeting actions.
• Producing illustrations, product comparisons and supporting docs.

Skills

Paraplanner

Report writing

Technical knowledge

Case management

Attention to detail

Communication

Team collaboration

Education

Level 4 Diploma in Financial Planning

Tools

Voyant

Financial Express Analytics

Job description

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Senior Paraplanner

Location:

Knutsford, Cheshire

Salary:

£50,000 per annum

Benefits:

• Full-time position
• Hybrid working available, including 1 day per week working from home
• Convenient Knutsford location
• Ample on-site parking
• Opportunity to work closely with experienced Advisers and a supportive team
• Varied role offering exposure to technical financial planning and complex client cases

About the Company:

Our client is an established financial planning practice based in Knutsford, Cheshire, providing a professional and client-focused service. They are looking to appoint an experienced Paraplanner to join their team and provide high-quality technical and financial planning support to the Advisers.

This is an excellent opportunity for a Paraplanner with strong report writing skills who enjoys taking ownership of cases and working closely with Advisers and the wider administration team.

Key Responsibilities:

As a Paraplanner, your responsibilities will include:

• Preparing clear, compliant and client-focused suitability reports
• Providing technical support to Advisers and assisting with financial planning strategies
• Analysing existing client arrangements and identifying opportunities to enhance current plans
• Supporting cases from initial instruction through to completion
• Working closely with the administration team to ensure applications are processed accurately and efficiently
• Monitoring submitted business and liaising with product providers where required
• Ensuring client files and back-office systems are maintained accurately
• Preparing cashflow models using Voyant
• Conducting research and analysis using Financial Express Analytics
• Preparing for client meetings and completing post-meeting actions
• Producing illustrations, product comparisons and supporting documentation

What We're Looking For:

The successful Paraplanner will ideally have:

• Strong experience working as a Paraplanner within a financial planning environment
• Excellent report writing skills and the ability to produce clear, accurate and client-focused documentation
• Good technical knowledge across life, pensions and investment products
• The ability to analyse existing financial arrangements and provide appropriate technical support
• Experience managing cases through to completion
• Strong attention to detail and a commitment to maintaining high standards of compliance
• Excellent communication and organisational skills
• The ability to work collaboratively with Advisers, administrators and the wider practice team

A Level 4 Diploma in Financial Planning is desirable, although candidates without the qualification will also be considered where they can demonstrate strong relevant Paraplanner experience.

Desirable Skills:

• Level 4 Diploma in Financial Planning
• Experience using Voyant for cashflow modelling
• Experience using Financial Express Analytics
• Strong knowledge of pensions, investments and protection
• Excellent suitability report writing skills
• Good understanding of the end-to-end advice process
• Previous experience supporting Advisers with technical queries
• Strong IT and back-office system skills