Job Description
My client, a Life & Pension Brokerage firm are seeking an experienced Paraplanner as they increase their financial planning team head count! This is a progressive 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 Financial Advisor team on a regular basis and put in place a clear plan of activity in terms of lead generation to activelyreviewclients Ensuing financial advisor team arebriefed on all market and product changesin a timely basis Ensuring all relevant procedures are followed to comply with Central Bank regulations & requirements. This will include preparing all newpresalebusiness 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 aParaplannerRole QFA Qualification at a minimum, RPA qualification is desirable Ability to deal with generic client queries Strong MS suite experience, Excel etc Knowledge of products, business practices, markets and competitors is expected Strong Team player and 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 Incentives If you are interested in this opportunity, please apply through the portal or send your CV to . Skills: QFA RPA Financial Planning Sales Support Paraplanning Financial Services Benefits: Health Cover Pension Hybrid Working Flexitime Bonus Income Protection Death in Service