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Paraplanner, Lincolnshire
- UK - Lincolnshire
- £20000 - £25000 per annum
- Full-Time Permanent
- Financial Services - IFA
- Hays Insurance & Financial Services
- 04-12-08
Job Description
A fantastic opportunity to join a large Financial Services Group which incorporates Financial Consulting, Financial and Pension Management, Investments and Tax Planning and Mortgages. They are dedicated to providing comprehensive financial advice to both private and corporate clients through an exceptional level of commitment and dedication. They are acknowledged experts and provide a professional service to clients. You will be working within their Financial Management Team providing support to IFA's on a 1:1 basis.
Responsibilities:
- Processing new business for IFA, working on a 1:1 basis
- Completing all compliance adminstration associated with new business
- Ensuring new business submitted is fully completed and administration compliant
- Chasing applications from processing through to completion
- Ensuring that all new business is input onto 1st Software correctly and the commission has been entered
- Producing quotations as requested using The Exchange or other databases as required and requesting illustrations from providers
- Completing all general correspondence as required ensuring that the consultant and clients are provided with an effective service
- Liaising effectively in a polite and professional manner with clients, product providers, advisors and Head Office Person Specification
- Minimum of FPC 2 Qualifications, desirable but not essential
- Ability to meet time sensitive deadlines and targets, as and when required
- Ability to manage time efficiently and organise
- Hard working, punctual and reliable
- Professional approach when speaking on the telephone to clients
- Assertive, pro-active and hardworking
- Good understanding of financial services with the ability to develop a detailed understanding of relevant products
- IT literate, ideally with 1st software experience although not essential
- Competent with Word, Excel, Outlook
- Organised able to prioritise work
- Numerate
- Self-motivated and positive
- Good confident communicator
- Benefits
4 x DIS
- 3% Pension Contribution
- Annual Bonus
- Share Options
Responsibilities:
- Processing new business for IFA, working on a 1:1 basis
- Completing all compliance adminstration associated with new business
- Ensuring new business submitted is fully completed and administration compliant
- Chasing applications from processing through to completion
- Ensuring that all new business is input onto 1st Software correctly and the commission has been entered
- Producing quotations as requested using The Exchange or other databases as required and requesting illustrations from providers
- Completing all general correspondence as required ensuring that the consultant and clients are provided with an effective service
- Liaising effectively in a polite and professional manner with clients, product providers, advisors and Head Office Person Specification
- Minimum of FPC 2 Qualifications, desirable but not essential
- Ability to meet time sensitive deadlines and targets, as and when required
- Ability to manage time efficiently and organise
- Hard working, punctual and reliable
- Professional approach when speaking on the telephone to clients
- Assertive, pro-active and hardworking
- Good understanding of financial services with the ability to develop a detailed understanding of relevant products
- IT literate, ideally with 1st software experience although not essential
- Competent with Word, Excel, Outlook
- Organised able to prioritise work
- Numerate
- Self-motivated and positive
- Good confident communicator
- Benefits
4 x DIS
- 3% Pension Contribution
- Annual Bonus
- Share Options
- Angela Liscombe
- 173909
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