Are you an experienced Paraplanner, who is target and process driven? This may be the role for you!
This is a rewarding and flexible opportunity for the right individual.
The Role:
* Being involved in pre-sales processes and occasionally attending client meetings
* Preparing pre-sale documents and supporting documents with input from the Financial Advisor
* Liaising with the Financial Advisor team on a regular basis and putting in place a clear plan of activity in terms of lead generation to actively review clients
* Ensuring the financial advisor team is briefed on all market and product changes in a timely manner
* Ensuring all relevant procedures are followed to comply with Central Bank regulations & requirements. This will include preparing all new pre-sale business files for processing by the New Business team
* Assisting in compiling weekly sales-related reports as required
The Requirements:
* Previous experience in the Life & Pensions broker industry
* Previous experience in a Paraplanner role
* QFA Qualification at a minimum, RPA qualification is desirable
* Ability to deal with generic client queries
* Strong MS suite experience, including Excel
* Knowledge of products, business practices, markets, and competitors is expected
* Strong team player with the ability to work under pressure on simultaneous tasks
Benefits / Perks:
* Health Cover
* Pension
* Bonus Scheme
* Death in Service
* Income Protection
* Flexi-time
* Hybrid Working
* Up to 25 days Annual Leave
If you are interested in this opportunity, please apply through the portal or send your CV to.
#J-18808-Ljbffr