Full job descriptionTemplegate Recruitment
Specialist Recruiters in Financial Services
Job Title:
Senior Paraplanner
Location:
Croydon (Hybrid – Office and Remote working available)
Salary:
Up to £45,000 per annum + Benefits
Benefits:
*Hybrid working with a combination of office and remote flexibility
*Competitive salary package
*Opportunity to work within a professional and supportive financial planning environment
*Ongoing career development opportunities
About the Company:
We are working with a well-established financial planning firm seeking an experienced Senior Paraplanner to join their growing team. This is an excellent opportunity for a technically strong Paraplanner who enjoys providing high-quality support to advisers and delivering detailed, compliant financial planning solutions.
The successful candidate will play a key role within the business, working closely with advisers and supporting the delivery of excellent client outcomes.
Key Responsibilities:
*Preparing detailed suitability reports and financial planning documentation
*Supporting advisers with research, analysis, and technical recommendations
*Conducting product and investment research to support client advice processes
*Ensuring all client documentation meets regulatory and compliance standards
*Assisting with cashflow modelling and financial planning strategies
*Managing workflow efficiently while maintaining a high level of accuracy and attention to detail
*Working collaboratively with advisers and wider support teams
What We’re Looking For:
*Minimum of 4 years’ experience working as a Paraplanner
*Strong experience using Intelligent Office (IO) is essential
*Excellent technical knowledge of financial planning processes and products
*Ability to produce high-quality suitability reports and supporting documentation
*Strong attention to detail with excellent organisational skills
*A proactive approach with the ability to manage workloads independently
Desirable Skills:
*Experience using Dynamic Planner
*Experience using PlannerPal
*Relevant financial planning qualifications or working towards further professional development
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.