|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.
• 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.
|Salary Range:||£27000 - £32000/annum|
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