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 actively review clients
- Ensuing financial advisor team are briefed on all market and product changes in a timely basis
- Ensuring all relevant procedures are followed to comply with Central Bank regulations & Money Coach requirements. This will include preparing all new presale 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, Excel etc
- Knowledge of products, business practices, markets and competitors is expected
- Strong Team player and ability to work under pressure on simultaneous tasks