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- Tasks: Support protection planning by preparing reports and ensuring compliance with regulations.
- Company: Dynamic financial planning firm focused on client service and professional growth.
- Benefits: Competitive salary, discretionary bonus, pension scheme, and flexible working arrangements.
- Why this job: Join a close-knit team and make a real impact in clients' financial lives.
- Qualifications: Level 4 Diploma in Financial Planning preferred; experience in paraplanning or IFA administration is a plus.
- Other info: Great opportunities for career development in a supportive environment.
The predicted salary is between 27000 - 28000 £ per year.
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 aProtection Paraplannerto 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.
Protection Paraplanner in Teddington employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Protection Paraplanner in Teddington
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at firms like Templegate. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of protection products and FCA regulations. We want you to feel confident discussing these topics, as they’re crucial for the Protection Paraplanner role. Practice common interview questions with a friend or in front of the mirror!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks efficiently in previous roles. This will demonstrate that you're detail-oriented and ready to handle the demands of paraplanning.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and contributing to our client-focused approach.
We think you need these skills to ace Protection Paraplanner in Teddington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Protection Paraplanner role. Highlight your experience in protection planning and any relevant qualifications, like your Level 4 Diploma in Financial Planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how you can contribute to our team. Keep it concise but engaging – we love a good story that showcases your personality.
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention your understanding of FCA regulations and how you've applied them in previous roles. We appreciate candidates who are detail-oriented and understand the importance of compliance in financial planning.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our dynamic team!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of protection products and FCA regulations. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and advisers, practice articulating your thoughts clearly. You might even want to prepare a few examples of how you've effectively communicated complex information in the past.
✨Be Organised
Demonstrate your organisational skills by preparing a list of questions for the interviewers. This not only shows your interest but also helps you manage the conversation effectively.
✨Highlight Teamwork Experience
As you'll be working closely with a small team, share examples of how you've collaborated in previous roles. Emphasise your ability to support others and contribute to a positive team environment.
