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Coast Specialist Recruitment
,
London, Greater London
Protection Paraplanner
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Job Type: Full-time |
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Salary: £28,000 per annum |
Overview
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