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 ExperienceLife InsuranceRetirementInvestmentsPara-planning / Financial Needs Analysis / Estate PlanningNew Business AdministrationPreparation of quotesComplianceWills and TrustsServicing of existing client baseSetting up of appointmentsREs would be preferableDuties 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.#J-18808-Ljbffr