Paraplanner
1 month ago
Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication to providing top-tier financial solutions, this company offers a dynamic work environment where your expertise can shine. If you're ready to take the next step in your career and contribute to a forward-thinking organization, apply now to learn more about this exciting opportunity.
Qualifications and Experience
- Life Insurance.
- Retirement.
- Investments.
- Para-planning / Financial Needs Analysis / Estate Planning.
- New Business Administration.
- Preparation of quotes.
- Compliance.
- Wills and Trusts.
- Servicing of existing client base.
- Setting up of appointments.
- REs would be preferable.
Duties and responsibilities:
- Knowledge in one or all the aforementioned areas, as well as the ability to communicate with clients, write effectively, and manage & resolve customer queries.
- Self-starter personality and would be able to manage themselves.
- Be able to correspond with clients and do quotes.
- Servicing clients in terms of queries, keeping customers up to date and new business.
- Changing of beneficiaries and switch forms.
- Looking for new business opportunities from the current client base.
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