We are actively seeking a Para Planner to provide a first class administration service to a team of Para planners and IFAs.
The role will be busy and varied and will include typing and general administration, entering new business on to the system, dealing with incoming calls, liaising with product providers, gathering information regarding clients existing polices, assembling seminar packs, organising marketing activities and other duties as and where necessary.
To be successful you need to have excellent IT skills, a proven track record in Financial Services with the FPC qualifications or the equivalent, being a distinct advantage. Salary will depend on experience.