TEMPLEGATE RECRUITMENT
Paraplanner
Paraplanner at TEMPLEGATE RECRUITMENT, based in Reading, South East England, paying £40,000 - £50,000 per annum. This is a permanent role.
- Pay
- £40,000 - £50,000 per annum
- Hours and contract
- Permanent · On site
- Location
- Reading, South East England
- Closing date
- Sector
- Finance & Accounting
21% below the typical rate for finance & accounting
Reference 57402739
About the role
Benefits
- Competitive salary of £40,000 – £50,000
- Supportive and professional working environment
- Opportunities for professional development and progression
- Ongoing training and support
Location: Reading
Salary: £40,000 – £50,000 per annum
About the Company
Our client is an established and growing financial planning firm based in Cardiff. They provide a high-quality, personal service to their clients and are looking for an experienced Paraplanner to join their team and provide high-quality technical support to the Financial Advisers.
Key Responsibilities
- Providing comprehensive paraplanning support to Financial Advisers
- Preparing high-quality suitability reports, Statements of Advice and supporting documentation
- Conducting detailed research into pensions, investments, protection and financial planning strategies
- Preparing and reviewing client recommendations
- Completing cashflow analysis and investment research where required
- Liaising with providers and platforms to obtain information and progress cases
- Supporting the end-to-end advice process from initial research through to implementation
- Maintaining accurate client records and ensuring all documentation is completed to a high standard
- Working closely with advisers to manage workloads and meet deadlines
- Ensuring all advice documentation meets regulatory and compliance requirements
- Keeping up to date with relevant legislation, regulations and industry developments
What We’re Looking For
- Previous experience working as a Paraplanner within an IFA or financial planning environment
- Strong technical knowledge across pensions, investments and protection
- Excellent report-writing and research skills
- High level of accuracy and attention to detail
- Strong organisational skills and the ability to manage multiple cases and deadlines
- Excellent written and verbal communication skills
- A professional and collaborative approach
- Ability to work independently while providing effective support to Financial Advisers
Desirable Skills
- CII qualifications, ideally working towards or holding the Diploma in Regulated Financial Planning
- Experience using Xplan, Intelligent Office or other financial planning systems
- Experience with cashflow modelling and investment research tools
- Previous experience supporting advisers with complex financial planning cases
Reference: 57402739 · Posted 6 days ago · Closes 10 Nov 2026 · Listed via TEMPLEGATE RECRUITMENT
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