Templegate Recruitment
Specialist Recruiters in Financial Services
Job Title: Junior Paraplanner
Location: Worcester
Benefits:
*25 days annual leave plus bank holidays and your birthday off
*Matched pension contributions up to 4%
*£50,000 Critical Illness Cover
*4x Death in Service Cover
*Private Medical Insurance
*Fully supported training and development, including funded professional qualifications
*Carbon footprint offsetting initiatives
*Two paid volunteering days per year
About the Company:
Our client is a highly respected, independent Chartered Financial Planning firm, committed to delivering exceptional client outcomes and maintaining the highest professional standards.
With a strong emphasis on ethical advice, sustainability, and community engagement, the business fosters a supportive and collaborative culture. Employees are encouraged to grow professionally while contributing to a purpose-driven organisation that values integrity, respect, and long-term client relationships.
Key Responsibilities:
*Assist in the preparation of client review packs for meetings
*Support the drafting of client reports and recommendation letters
*Prepare advice documentation, including application and nomination forms
*Submit Requests for Information (RFIs) to providers
*Process policy amendments and new business applications on internal systems
*Conduct research using a range of financial planning tools
*Submit new business and maintain accurate client records
*Provide general support to the technical/paraplanning team
What We’re Looking For:
*Minimum GCSE (or equivalent) in English and Maths (Grade 4/C or above)
*Strong attention to detail and organisational skills
*Good written and verbal communication skills
*A genuine interest in financial planning and developing a career as a Paraplanner
*Ability to work effectively within a team and manage workload efficiently
Desirable Skills:
*Previous experience in financial services or an administrative role
*Awareness of financial planning processes and products
*Progress towards or interest in achieving the Diploma in Regulated Financial Planning
Training & Development:
*Full support to achieve the Level 4 Paraplanner Apprenticeship Standard
*Funded Diploma in Regulated Financial Planning (DipPFS), including:
*R01 Financial Services Regulation and Ethics
*R02 Investment Principles and Risk
*R03 Personal Taxation
*R04 Pensions and Retirement Planning
*R05 Financial Protection
*R06 Financial Planning Practice
*Access to workshops, recorded sessions, and learning resources
*Ongoing support from experienced financial services professionals
*CII membership (where applicable)
How to Apply:
Interested? Submit your CV today!
If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.
Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.