A leading financial services company, who provide Mortgage and Protection advice are currently seeking an experienced Protection Paraplanner to join their growing team in Bristol.
- Provide first class administrative support to the protection adviser teams whilst delivering a bespoke experience for the client through the application process.
- Build and maintain effective relationships with protection providers, medical professionals and 3rd parties required throughout the application process.
- Set and manage clients expectations and timelines for the customers regarding the protection process.
- Ensure all protection conversations, documentation and transacts meet with regulatory requirements as well as company compliance standards and associated guidelines.
The ideal candidate with be a focused and hard working individual with the ability to work well under pressure whilst ensuring a first class customer service experience. You should possess previous experience of working in a similar role and will have a good understanding of protection products.