Protection Paraplanner

Recruiter
Professional Recruitment
Location
Bristol
Salary
£20000 - £22000/annum Plus bonus and benefits
Posted
17 Jul 2017
Closes
16 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Protection Paraplanner

The Company
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.

The Role
• 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 Candidate
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