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Job Location | London |
Education | Not Mentioned |
Salary | £30,000 - £50,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Protection Paraplanner (Life insurance / IHT Planning)A fantastic opportunity is available for an experienced Protection Paraplanner to work for an award-winning financial services provider based in The City of London.As a Protection Paraplanner, you will play an integral role in supporting a top performing UHNW Protection Specialist. You will provide end to end support in areas such as complex Life Insurance and Inheritance Tax Planning.The successful candidate must have an in-depth knowledge of the protection industry, be highly organised, take responsibility and control of situations. You will be responsible for the end to end administration of cases, liaising with product providers,solicitors etc. Being able to communicate with HNW and UHNW clients essential.The role could also suit a Protect Broker / Financial Adviser that has experience if high level protection planning but is looking to move away from direct selling but utilise their knowledge and industry experience in a support capacity.Candidates from a Life Insurance Underwriting background will be considered.Experience required:
Keyskills :
Life InsuranceParaplanningProtection ProductsInheritance Tax Planning