TEMPLEGATE RECRUITMENT

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner / Trainee Financial Adviser Location: Buxton, Derbyshire (Hybrid Working Available) Salary: £38,000 - £42,000 (dependent on experience and qualifications) OTE: £65,000+ (uncapped, with no minimum bonus threshold) Progression: Basic salary increases to £48,000 upon achieving full Competent Adviser Status (CAS). Benefits: Hybrid working Full study support towards professional qualifications BUPA private health cover Company pension scheme Uncapped bonus structure with no minimum threshold Client leads provided (new and existing clients) Clear and structured career progression into a Financial Adviser role Supportive and collaborative working environment About the Company: Templegate Recruitment is delighted to be working with a well-established, independent financial planning firm seeking an ambitious Paraplanner / Trainee Financial Adviser to join its growing team. This is an excellent opportunity for an experienced Paraplanner or Senior IFA Administrator looking to take the next step into financial advice. The role offers a genuine hybrid route, allowing you to continue utilising your technical Paraplanner expertise while developing the skills and experience needed to become a fully competent Financial Adviser. With full study support, all client leads provided, and a transparent career pathway, this opportunity is ideal for someone looking to build a long-term career in financial planning. Key Responsibilities: Produce high-quality suitability reports and carry out technical research across pensions, investments and protection. Support advisers by preparing recommendations and maintaining compliance standards. Attend client meetings alongside senior advisers before gradually taking ownership of your own client relationships. Deliver holistic financial planning advice as you progress towards Competent Adviser Status (CAS). Manage new and existing client reviews, ensuring an exceptional client experience. Maintain accurate client records and work within FCA and company compliance procedures. Continue developing your technical knowledge through ongoing professional qualifications and training. What We're Looking For: Previous experience working within an Independent Financial Adviser (IFA) practice as a Paraplanner or Senior IFA Administrator. Strong technical knowledge with experience writing complex suitability reports. Ideally Level 4 Diploma qualified (DipPFS/CII/CISI) or close to completing the qualification. Excellent communication and relationship-building skills. A genuine ambition to progress from Paraplanner into a client-facing Financial Adviser role. Highly organised with excellent attention to detail and a strong commitment to delivering quality work. Able to commute to Buxton, Derbyshire. Desirable Skills: Experience using financial planning and provider platforms. Strong knowledge of pensions, investments and protection products. Confidence supporting advisers with technical planning strategies. Previous experience as a Paraplanner within an IFA environment. Working towards Chartered Financial Planner status would be advantageous but is not essential. Motivated to develop from a technical Paraplanner position into a successful Financial Adviser career. 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.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Services Administrator Location: Sheffield Hybrid working available after training (3 days office / 2 days home) Salary: £26,000 - £32,000 DOE Why Join Us? This is an excellent opportunity to join a growing and supportive financial planning environment where collaboration and team culture are highly valued. You will be part of a busy Client Services team where work is allocated by team leaders and clients are assigned to ensure a structured and manageable workload. The business is expanding quickly, offering stability and long-term security within a well-established and professional setting. Benefits: Workplace pension scheme Death in service benefit (3 x salary) Westfield Health cash plan (including dental, eye tests, physio) 27 days holiday plus bank holidays Exams fully funded and supported Strong focus on employee wellbeing and supportive culture About the Company: A well-established financial planning business operating as part of a larger group with multiple offices. The Sheffield office is home to a close-knit Client Services team. The culture is supportive, informal, and team-focused, with a strong emphasis on looking after staff and building long-term relationships. Key Responsibilities: Providing administrative support within the Client Services team Managing allocated client relationships and ensuring smooth processing of requests Processing new business applications and platform administration Completing fund switches and ongoing investment administration Preparing client review packs and supporting advisers Working within Intelliflo and other platform systems Supporting general financial planning administration tasks as required What We're Looking For: Previous experience in financial services administration or a similar client support role Strong organisational skills with attention to detail Ability to manage workload effectively within a team environment A reliable individual with strong longevity in previous roles A positive attitude and willingness to learn and be coached Comfortable working in a busy, structured environment This role is ideal for someone looking for a long-term administrative career rather than progression into advisory roles. Desirable Skills: Experience using platforms such as Quilter, Elevate, Aberdeen, or similar Familiarity with Intelliflo Exposure to financial planning administration including new business processing and fund switches Experience preparing review packs and supporting advisers 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.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Services Administrator Location: Sheffield Hybrid working available after training (3 days office / 2 days home) Salary: £26,000 - £32,000 DOE Why Join Us? This is an excellent opportunity to join a growing and supportive financial planning environment where collaboration and team culture are highly valued. You will be part of a busy Client Services team where work is allocated by team leaders and clients are assigned to ensure a structured and manageable workload. The business is expanding quickly, offering stability and long-term security within a well-established and professional setting. Benefits: Workplace pension scheme Death in service benefit (3 x salary) Westfield Health cash plan (including dental, eye tests, physio) 27 days holiday plus bank holidays Exams fully funded and supported Strong focus on employee wellbeing and supportive culture About the Company: A well-established financial planning business operating as part of a larger group with multiple offices. The Sheffield office is home to a close-knit Client Services team. The culture is supportive, informal, and team-focused, with a strong emphasis on looking after staff and building long-term relationships. Key Responsibilities: Providing administrative support within the Client Services team Managing allocated client relationships and ensuring smooth processing of requests Processing new business applications and platform administration Completing fund switches and ongoing investment administration Preparing client review packs and supporting advisers Working within Intelliflo and other platform systems Supporting general financial planning administration tasks as required What We're Looking For: Previous experience in financial services administration or a similar client support role Strong organisational skills with attention to detail Ability to manage workload effectively within a team environment A reliable individual with strong longevity in previous roles A positive attitude and willingness to learn and be coached Comfortable working in a busy, structured environment This role is ideal for someone looking for a long-term administrative career rather than progression into advisory roles. Desirable Skills: Experience using platforms such as Quilter, Elevate, Aberdeen, or similar Familiarity with Intelliflo Exposure to financial planning administration including new business processing and fund switches Experience preparing review packs and supporting advisers 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.

Templegate Recruitment Specialist Recruiters in Financial Services Paraplanning Associate / Junior Paraplanner Chorley (Hybrid) Up to £32,000 (DOE) The Opportunity An excellent opportunity has arisen for a technically minded and ambitious individual to join a growing and supportive Paraplanning team as a Paraplanning Associate / Junior Paraplanner. This role is ideally suited to someone with experience in financial planning who is looking to take the next step in their career and develop into a fully competent paraplanner. You will benefit from structured training, full exam support, and ongoing one-to-one mentoring from experienced professionals, enabling you to build both technical expertise and practical paraplanning skills. Working closely with Advisers and the Technical Team Leader, you will play an important role in supporting the delivery of accurate, compliant, and high-quality financial planning advice, while developing your long-term career within paraplanning. What's in it for you 4% employer pension contribution (salary sacrifice available) 28 days annual leave plus Bank Holidays Option to purchase up to 5 additional days holiday Group life cover (4x salary) Rolling sick pay scheme Full exam funding and structured training support Hybrid working arrangement Clear and supported career progression pathway into paraplanning Role Purpose As a key member of the Paraplanning team, you will support the delivery of accurate and compliant financial planning advice by: Preparing suitability reports that are accurate, professional, and compliant Conducting detailed research across pensions, investments, protection, and wider financial planning solutions Supporting advisers with technical analysis and case preparation Ensuring all work meets regulatory standards and internal procedures Maintaining accurate and up-to-date client records Liaising with product providers and internal teams where required Developing a strong understanding of the full advice process and client journey Building technical knowledge under the supervision of the Technical Team Leader This is a structured development role with a clear pathway towards becoming a confident and fully qualified paraplanner. About You Essential Experience & Skills Minimum 3 years' experience within a financial planning firm Exposure to paraplanning or technical/administrative support work Currently working towards the Level 4 Diploma in Financial Planning Ideally 1-2 CII RO exams already achieved Good understanding of the UK financial services regulatory framework Strong written and verbal communication skills Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Excellent attention to detail and accuracy Strong organisational and prioritisation skills Professional, proactive, and collaborative approach Comfortable working in a fast-paced environment Motivated to develop into a paraplanning role Desirable Progress toward or completion of the Level 4 Diploma in Financial Planning Strong analytical and technical thinking skills Confidence working with complex financial information and casework Career Development This role offers genuine long-term progression within a supportive, structured, and technically strong environment. With full study support and hands-on mentoring, you will be guided step by step towards becoming a fully qualified and confident paraplanner. How to Apply If you are ready to take the next step in your financial planning career, we would like to hear from you. Please submit your CV and one of our specialist consultants will be in touch to discuss your experience, career goals, and suitable opportunities. Due to the high volume of applications, we are only able to contact successful candidates. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Services Administrator Location: Cleckheaton Hybrid working available after training (3 days office / 2 days home) Salary: £26,000 - £32,000 DOE Why Join Us? This is an excellent opportunity to join a growing and supportive financial planning environment where collaboration and team culture are highly valued. You will be part of a busy Client Services team where work is allocated by team leaders and clients are assigned to ensure a structured and manageable workload. The business is expanding quickly, offering stability and long-term security within a well-established and professional setting. Benefits: Workplace pension scheme Death in service benefit (3 x salary) Westfield Health cash plan (including dental, eye tests, physio) 27 days holiday plus bank holidays Exams fully funded and supported Strong focus on employee wellbeing and supportive culture About the Company: A well-established financial planning business operating as part of a larger group with multiple offices. The Cleckheaton office is home to a close-knit Client Services team. The culture is supportive, informal, and team-focused, with a strong emphasis on looking after staff and building long-term relationships. Key Responsibilities: Providing administrative support within the Client Services team Managing allocated client relationships and ensuring smooth processing of requests Processing new business applications and platform administration Completing fund switches and ongoing investment administration Preparing client review packs and supporting advisers Working within Intelliflo and other platform systems Supporting general financial planning administration tasks as required What We're Looking For: Previous experience in financial services administration or a similar client support role Strong organisational skills with attention to detail Ability to manage workload effectively within a team environment A reliable individual with strong longevity in previous roles A positive attitude and willingness to learn and be coached Comfortable working in a busy, structured environment This role is ideal for someone looking for a long-term administrative career rather than progression into advisory roles. Desirable Skills: Experience using platforms such as Quilter, Elevate, Aberdeen, or similar Familiarity with Intelliflo Exposure to financial planning administration including new business processing and fund switches Experience preparing review packs and supporting advisers 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.