Paraplanner

Templegate Recruitment

Specialist Recruiters in Financial Services

Location: Rayleigh, Essex (Hybrid working available)

Salary: £40,000-£45,000 per annum

Benefits:

• 25 days holiday plus bank holidays
• 3 additional days at Christmas
• Office closed for 1 week after Christmas
• Auto-enrolment pension after 3 months
• Study support for exams

We work with over 175 financial services firms across the UK, providing compliance support, case administration, and business consultancy. Based in Rayleigh, Essex, we offer a flexible hybrid working model.

You will join a dynamic Paraplanning Department supporting a network of 380+ advisers nationwide, delivering high-quality, compliant advice and operational support to advisers and their clients.

• Conduct in-depth research on financial products, funds, and providers, especially pensions, investments, and protection
• Analyse client data to support suitability and advice reports
• Prepare recommendations and research reports for advisers
• Assist with portfolio analysis, cashflow modelling, and product comparisons
• Ensure all outputs comply with FCA regulations
• Maintain up-to-date knowledge of financial planning regulations and market developments
• Work closely with Financial Advisers to enable timely client advice

• Experience in a research-focused paraplanning role or similar
• Strong understanding of financial planning products and regulations
• Comfortable using back-office systems (Intelliflo, Selecta Pension, FE Analytics preferred)
• Ability to collate and process information accurately under tight deadlines
• Excellent written and verbal communication skills
• Level 4 Diploma in Financial Planning preferred (or equivalent experience)

• Previous experience in a fast-paced paraplanning or research team
• Ability to hit the ground running with minimal supervision
• Strong attention to detail and analytical skills
• Proactive approach to personal development and exam support

If this opportunity aligns with your experience, submit your CV today. One of our specialist consultants will contact you to discuss the role and explore other opportunities that match your career goals.

Due to high application volumes, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.