Where are you looking for a job?

United Kingdom

arrow
Close
Browse jobs in

Paraplanner

£25,000 - £32,000 per annum
Location

Maidstone

Contract type

Full Time

🔥 Be one of the first to apply!

By applying a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

Great opportunity for a Paraplanner to join this well-established financial services company based in Maidstone.

You will be talking to potential clients over the phone on behalf of financial advisors to gather and record relevant information accurately and concisely. The ideal candidate will have previous experience working within Paraplanning or a Technical role gained within an advisory practice.

Duties include:

  • Quickly building relationships with clients over the phone so they are comfortable sharing and discussing sensitive personal information.
  • Identifying key points and digging deeper for more information.
  • Helping clients understand their options and checking back with them that the information they have provided is accurate.
  • Preparing for each call by reading the background notes on each client and checking any recommended plan details.
  • Accurately, clearly, and concisely documenting all information so that the financial advisors can review it and recommend the most appropriate plans.

The successful candidate will have:

  • Previous Financial Services, Paraplanning or Pensions experience.
  • Excellent MS Office skills (Excel)
  • Great communication skills with a warm and friendly manner, plus tact and empathy when discussing sensitive personal information.
  • Good analytical skills and the ability to pick out important points that need further exploring.
  • The ability to prioritise and plan your workload.
  • A positive, pro-active attitude.

This is a great opportunity for someone wanting to develop their financial services career within a fun and dynamic company who offer great scope for progression.

Sound good? Apply now!

This role is being handled by Nicole Hill, Senior Recruitment Consultant for Pearson Whiffin.

Not quite the right role but still looking?

Whether you are entry or Executive level, our team of experienced Recruitment specialists can help you with your career. We are Kent's leading independent consultancy and pride ourselves on delivering an exceptional service to both candidates and clients.

Find us on Facebook @PearsonWhiffinRecruitment and Instagram @PearsonWhiffinRecruitment.

By working with us, you will be helping support charities across Kent; we have raised over �50,000 so far!

Apply now in a few quick clicks

By applying a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

By applying a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

Apply now in a few quick clicks

By applying a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

Julie

Meet Julie

Our chatbot assistant Julie is passionate about helping you build the career you deserve. She will guide you through each application and help you build an awesome CV

Meet her in the app

Android
iOS
5 stars

Really Useful

Amazing app for job searching... helped me a lot in finding new job for myself around me. So many opportunities I never new about.

Cookies

This website uses cookies.

This website may use “cookies” or similar electronic tracking tools/technologies to collect information to understand the user’s individual interests and preferences and to improve your user experience and the overall quality of our Services.

Read more in the Privacy Policy
Reject
Accept