Senior Paraplanner & Client Strategy Specialist

TEMPLEGATE RECRUITMENT LIMITED; Manchester; On-site; GBP 35,000 - 52,000; Full time

Benefits offered by this job

25 days holiday

Pension scheme 3% employer and 4% to 6

Death in Service 4 x annual salary

Permanent Health Insurance 75% of base

Study support for qualifications

Study leave and financial support

Salary progression with exams

Path to Chartered Financial Planner

Job summary

Templegate Recruitment invites applications for a Client Relationship Manager (Paraplanner) based in Ramsbottom, North West. The role focuses on researching client portfolios, producing strategy reports, and supporting Financial Advisers with compliant, high-quality client recommendations.

Ideal candidates will have Diploma-level study with progression toward Regulated Financial Planning, strong report-writing skills and a solid grounding in pensions, investments and FCA regulations.

Qualifications

• Minimum CII Diploma-level study, ideally with the Diploma in Regulated Financial Planning underway or completed.
• Strong knowledge of financial planning, including pre- and post-retirement planning and pension transfers.
• Excellent report-writing and research skills with the ability to translate complex information into clear client recommendations.
• Good understanding of FCA regulatory and compliance framework.
• Ability to manage workloads and meet deadlines.

Responsibilities

• Obtain and analyse information related to clients' existing financial arrangements and complete detailed gap analysis.
• Produce strategy reports and high-level recommendations in line with clients' objectives.
• Research markets and recommend suitable products and solutions based on client requirements.
• Prepare high-quality, personalised client reports in clear, concise language.
• Work closely with Financial Advisers throughout research, report-writing and recommendation processes.
• Ensure all advice meets regulatory, compliance and internal quality standards.
• Prepare detailed analyses of existing investment and pension portfolios.
• Maintain accurate client records and progress tasks within agreed timescales.
• Collaborate with colleagues and compliance teams to support compliant new business.
• Identify opportunities to improve processes and enhance the client experience.

Job description

Templegate Recruitment invites applications for a Client Relationship Manager (Paraplanner) based in Ramsbottom, North West. The role focuses on researching client portfolios, producing strategy reports, and supporting Financial Advisers with compliant, high-quality client recommendations.

Ideal candidates will have Diploma-level study with progression toward Regulated Financial Planning, strong report-writing skills and a solid grounding in pensions, investments and FCA regulations.