COURTIERS  Salary

WESTERN PERMANENT PROPERTY 46 WHITCHURCH ROAD CARDIFF CF14 3LX

COURTIERS
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COURTIERS is looking for employees for positions:

senior paraplanner

Responsibility

  • we are looking for a suitably experienced and qualified individual to join the Paraplanning team based in Newcastle-under-Lyme
  • to act as a focal point for technical enquiries from Advisers and Paraplanning team
  • to revise and update report templates in response to legislative changes
  • analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans
  • construct appropriate solutions for clients and make recommendations in conjunction with the Advisers
  • liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers
  • identify Gaps in clients financial plans to increase sales opportunities – especially in protection products
  • present on technical issues at Adviser meetings