APM Human Resources.
09 Nov 2017
15 Nov 2017
Contract Type
Full Time
Location: Loughborough

Salary: £Negotiable – attractive benefits in addition.

Hours: Part tine – negotiable and flexible

The Client

Cambourne Financial Planning Ltd is a well established and successful firm of Independent Financial Advisers

The Opportunity

We are looking for a paraplanner / technical support with skills in the At Retirement, Later Life and death claims aspects of our business.

The Role

The role will include:

  • Supporting advisers in research, analysis and report preparation for at retirement options in particular annuities and 3rd Way options.
  • Preparing illustrations and supporting documents for use with clients.
  • Liaising with clients directly
  • An understanding and familiarity of Equity release: the options, market place and process
  • Experience in dealing with long term care solutions
  • Liaising with insurers and product providers in relation to a death claim and dealing sympathetically with bereaved clients.
  • Assisting with the advice process regarding distribution of assets on death
  • Liaising with Estate Personal Representatives and/or Legal Representatives
In addition, your experience will include:

  • A broad general knowledge of the current at-retirement options a client can consider
  • Familiarity with researching the at retirement market and awareness of which providers are in the market
  • An understanding of how Equity Release works

Only experienced (relevant) candidates will be considered, this is not a trainee role.

What next?

Please forward your CV

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