Paraplanner

SUMMARY:
Paraplanner

POSITION INFO:

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.