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Monday, 21 May 2018 13:02 GMT

Job Details

Job Title:IFA Para planner
Description:IFA Para planner - Southend-on-Sea, Essex Job Title: PARAPLANNER We are currently looking for a qualified Paraplanner to provide administrative support to the financial sales team of our Client, so that they can focus on selling. Working closely with the financial advisers, the job involves: Searching financial databases and sourcing facts and information about financial products. Obtaining product quotations and presenting the different options for the financial adviser to discuss with their customer. Investigating and helping resolve customer enquiries. Sorting paperwork and completing documentation. Updating customer records. You will have specialised in one product area, such as mortgages, pensions, investments etc. Specific requirements: Good telephone manner and excellent communication skills Customer-focused and enjoy working within a sales-oriented team. Good computer skills, perhaps with the experience of one of the recognised software packages like 1st. Work well under pressure and prioritise work to meet deadlines. Enjoy researching and analysing information. Successful applicants will be FPC qualified and have experience within the FS industry. You could be an administrator looking for the next career step, a Paraplanner looking for a fresh challenge or an adviser looking to move away from a target driven environment. AFPC qualifications or willingness for further education will be encouraged. Call today for a confidential informal chat with an experienced Consultant.
Type:Permanent
Financial
Qualifications:
General
Qualifications:
Systems
Experience:
Salary Range:27000 - 32000/annum
Benefits:
Location:Essex
Job URL:http://www.cv-library.co.uk/cgi-bin/jdb_view_vacancy.cgi?jobref=101160659&s=100032

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