Junior Paraplanner

Templegate RecruitmentIn order to make an application, simply read through the following job description and make sure to attach relevant documents.Specialist Recruiters in Financial ServicesParaplanning Associate / Junior ParaplannerLocation: Chorley (Hybrid)Salary: Up to 32,000 (DOE)The OpportunityAn excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Paraplanning team as a Paraplanning Associate / Junior Paraplanner.This role is ideal for someone with strong financial planning experience who is looking to develop their career as a paraplanner. You will receive structured training, full exam support, and ongoing mentoring to support your progression towards becoming a fully competent paraplanner.Working closely with Advisers and the Technical Team Leader, you will play a key role in supporting the delivery of high-quality, compliant financial planning advice while building the technical skills required of a successful paraplanner.Benefits Package4% Employer Pension Contribution (salary sacrifice available)28 Days Annual Leave plus Bank HolidaysOption to Purchase up to 5 Additional Days LeaveGroup Life Cover (4x Salary)Rolling Sick Pay SchemeFull Exam & Training SupportHybrid Working ArrangementClear Career Development Pathway towards a Paraplanner roleRole PurposeAs part of the Paraplanning team, you will:Assist in preparing accurate, compliant, and professional suitability reportsConduct detailed research across pensions, investments, protection, and wider financial planning solutionsSupport advisers with technical analysis and case preparationEnsure all work aligns with regulatory requirements and internal proceduresMaintain accurate and up-to-date client recordsLiaise with providers and internal departments as requiredDevelop a thorough understanding of advice processes and client journeysProgress technical knowledge and competency under the supervision of the Technical Team LeaderThis position offers structured development with a clear pathway to becoming a confident and technically capable paraplanner.About YouEssential Experience & SkillsMinimum 3 years continuous experience within a Financial Planning firmExposure to paraplanner responsibilities or technical support workCurrently working towards the Regulated Diploma in Financial Planning (Level 4)Ideally 12 CII R0 exams already achievedGood understanding of the UK financial regulatory frameworkStrong written and verbal communication skillsProficient in Microsoft Outlook, Word, Excel, and PowerPointExcellent attention to detailStrong organisational skills with the ability to prioritise effectivelyA collaborative and professional approachComfortable working in a fast-paced environmentOpen to feedback and committed to developing into a successful paraplannerDesirableRegulated Diploma in Financial Planning (Level 4)Strong analytical and technical thinking skillsAbility to assess information from multiple perspectivesConfidence handling detailed and technical informationCareer DevelopmentThis role offers genuine long-term progression within a supportive and technically strong environment. With full study support and structured mentoring, you will be guided step-by-step towards becoming a fully qualified paraplanner.How to ApplyIf you are looking to take the next step in your financial planning career and progress as a paraplanner, we would love to hear from you.Submit your CV today and one of our specialist consultants will contact you to discuss your experience, career aspirations, and other suitable opportunities.Due to the high volume of applications, we can only respond to successful candidates. xjdpvnf If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.

Created: 2026-03-18