Protection Paraplanner

2019-09-03 10:40:272019-12-31 Coast Specialist Recruitment
Job Type Permanent full-time
Location Middlesex
Area Lothian, UK Middlesex
Sector FINANCIAL SERVICES - Paraplanning
Salary £28,000 - £30000
Start Date
Advertiser Karen Halliday
Job Ref keh-12303
Job Views 135
Description

Protection Paraplanner


  • Due to expansion we have fantastic opportunity for at least 2 paraplanners to join our established firm which has been operating successfully for nearly 20 years.

  • You will be working in our professional offices as part of a highly productive team providing support to our Financial Advisers. You will be required to demonstrate attention to detail and maintain a high quality and accuracy in all your work.

Key duties / responsibilities:
  • Managing and developing our client base

  • Liaising with providers and clients

  • Working closely with the advisers

  • Managing the whole application process including researching, carrying out pre-sales, quoting and submitting applications as well as completing compliant files and creating suitability reports using templates.

  • Reviewing existing policies, facts finds and files to gain an understanding of the client

  • Preparing client packs

  • Submitting new business to providers and submitting applications online

  • Ability to work on own initiative and as part of a team.

Job Requirements
  • At least 1 years’ experience working within a financial services firm

  • Excellent written English and numerical ability

  • Strong IT skills, Word, Excel, Outlook


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