Templegate Recruitment
Specialist Recruiters in Financial Services
Job Title:
Mortgage and Protection Administrator
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.
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