Templegate Recruitment
Specialist Recruiters in Financial Services
Job Title:
Protection Paraplanner
Location:
Hybrid
Guildford or Teddington (with remote working flexibility)
Salary:
£27,000
£28,000 (depending on experience) + discretionary bonus
Benefits:
Discretionary bonus scheme Pension up to 7% £100 birthday bonus + 1 additional day of holiday EV car scheme 20 days holiday plus bank holidays Flexible/hybrid working arrangements Working Hours:
Monday to Friday, 9:00
17:30 (flexible working available)
About the Company:
A small, dynamic financial planning firm with a strong focus on client service and holistic financial advice. With a team of 5, the firm offers close-knit collaboration, professional development, and opportunities to grow within the business.
Role Overview:
We are looking for a Protection Paraplanner to provide dedicated support in protection planning, including preparing reports, completing suitability letters, and ensuring compliance with regulatory requirements. This role will involve working closely with advisers and the wider team to deliver high-quality, accurate documentation and administration for clients protection plans.
Key Responsibilities:
Prepare protection reports, suitability letters, and other client-facing documentation Support advisers with administration of protection business, including life insurance, critical illness cover, and income protection Ensure all advice and documentation is fully compliant with FCA and company standards Liaise with clients, insurers, and advisers to gather information and clarify requirements Maintain accurate client records and administration on Xplan and other internal systems Support the wider paraplanning and admin team as needed Qualifications & Experience:
Level 4 Diploma in Financial Planning preferred (QBE candidates considered) Previous experience in protection paraplanning or IFA administration Strong knowledge of protection products, FCA regulations, and compliance requirements Excellent written and verbal communication skills Highly organized, detail-oriented, and able to manage multiple tasks efficiently How to Apply
:
If this role sounds like a great fit, please submit your CV today. A member of our specialist recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.
Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you havent heard from us within 7 days, please assume your application has not been successful on this occasion. TPBN1_UKTJ