Senior Paraplanning Specialist

6 days ago


High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time
Paraplanning Opportunity with Competitive Salary

We are seeking an experienced Paraplanner to join our team in Stokenchurch. As a senior paraplanning specialist, you will play a vital role in delivering exceptional independent financial advice and supporting the growth of our business.

Job Overview

  • Participate in debriefing sessions with advisers following client meetings.
  • Analyse and interpret client data to develop suitable financial solutions aligned with client needs and objectives.
  • Conduct comprehensive research on funds and products to deliver tailored recommendations.
  • Document findings and prepare suitability letters, client illustrations, and key features documents.
  • Ensure that client files are fully compliant and up-to-date.
  • Prepare client files for review meetings and maintain related administrative tasks.
  • Collaborate closely with team members, supporting advisers by anticipating needs and coordinating with administrators.

About You

  • Minimum 3 years experience in a Paraplanning role.
  • Level 4 Diploma qualified or actively working towards it.
  • Strong knowledge of investments, pensions, retirement planning, trusts, and protection products.
  • Proficient in Microsoft Office (Excel and Word), with solid numerical and analytical skills.
  • Excellent communication skills and a proactive, team-oriented approach.

Benefits Package

  • Company pension scheme (5% employer contribution)
  • 4 x Death in Service Life Cover
  • Employee Lifestyle Benefit scheme
  • Salary sacrifice Electric Car Scheme
  • Health Cash Plan provided by Westfield Health (P11d benefit)
  • Discounted group PMI scheme with Vitality
  • 26 days of holiday per annum, plus Bank Holidays
  • Flexible hybrid working arrangement

The estimated salary for this role is £40,000 - £55,000 depending on experience.



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