Paraplanner

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

Specialist Recruiters in Financial Services

Job Title: Client Relationship Manager (Paraplanner)

Location: Ramsbottom - North West

Salary: Competitive, depending on experience

Benefits:

• 25 days holiday, with additional holiday entitlement based on length of service
• Pension scheme 3% employer and 4% employee contributions
• Death in Service 4 x annual salary
• Permanent Health Insurance 75% of salary up to age 65, subject to a 13-week deferred period
• Full support for professional qualifications and ongoing development
• Study leave and financial support towards professional examinations
• Salary increases linked to successful examination completion
• Opportunity to work towards Chartered Financial Planner status

About the Company:

Our client is a well-established and growing independent financial planning business with a strong reputation for providing high-quality, client-focused financial advice.

The business has a long-standing commitment to professional development and encourages employees to continue progressing their qualifications, with full support for study, examinations and career development.

This is an excellent opportunity for an experienced Paraplanner looking to take the next step in their career within a professional and collaborative financial planning environment.

Key Responsibilities:

• Obtain and analyse information relating to clients existing financial arrangements and complete detailed gap analysis.
• Produce strategy reports and make high-level recommendations in line with clients objectives and circumstances.
• Research the market and recommend suitable financial products and solutions based on client requirements.
• Prepare high-quality, personalised client reports written in clear, concise and accessible language.
• Work closely with Financial Advisers throughout the research, report-writing and recommendation process.
• Ensure all advice and recommendations meet regulatory, compliance and internal quality standards.
• Develop a thorough understanding of each clients circumstances, objectives, attitude to risk, capacity for loss, knowledge, experience and timescales.
• Prepare detailed analysis of existing investment and pension portfolios.
• Research and produce client-facing strategy reports to support new business opportunities.
• Prepare research, quotations and supporting information for client meetings.
• Deal with client and provider correspondence as part of the research and reporting process.
• Prepare valuations and portfolio commentary for client meetings and ongoing reviews.
• Liaise with colleagues and compliance teams to support the approval and submission of compliant new business.
• Maintain accurate and up-to-date client records and ensure all tasks are recorded and progressed within agreed timescales.
• Manage workflow effectively and provide clear updates on case progress.
• Work collaboratively with other Paraplanners and colleagues, sharing ideas and best practice.
• Identify opportunities to improve processes and enhance the overall client experience.
• Participate in relevant training, competence and professional development initiatives.

What Were Looking For:

• An experienced and career-focused Paraplanner with a strong desire to develop professionally.
• Minimum CII Diploma-level study, ideally with the Diploma in Regulated Financial Planning already underway or completed.
• Strong knowledge of financial planning, including pre- and post-retirement planning and pension transfers.
• Good understanding of investments, taxation and wider financial planning strategies.
• Excellent report-writing and research skills, with the ability to turn complex information into clear, client-friendly recommendations.
• Strong understanding of the FCA regulatory and compliance framework.
• Excellent attention to detail and a commitment to delivering consistently high-quality work.
• Ability to manage workloads effectively and work to agreed deadlines.
• A professional, proactive and collaborative approach.
• Strong written and verbal communication skills.
• A genuine desire to progress towards Chartered Financial Planner status.

Desirable Skills:

• Experience within an independent financial advice or financial planning environment.
• Experience preparing suitability letters, strategy reports and client-facing recommendations.
• Experience with pension analysis, pension transfers, investments and portfolio reviews.
• Strong understanding of financial planning products and platforms.
• Experience working closely with Financial Advisers and compliance teams.
• Familiarity with back-office systems and workflow management.
• CII Diploma in Regulated Financial Planning completed or nearing completion.
• Progress towards Chartered Financial Planner status.