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Paraplanner

Aimee Willow Connex
Job LocationWestbrook, Warrington
EducationNot Mentioned
Salary20,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

KEY PURPOSE OF JOB:To enhance the customers experience and perception of the company through the efficient administration of duties and utilisation of tools and processes.Key Job Responsibilities:

  • A highly motivated individual with a passion for maximising our customer experience.
  • Delivering excellent customer service dealing with customers queries to successful conclusion.
  • Must have a cando attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities).
  • Must be able to manage customer relationships by building a rapport with them.
  • You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment.
  • Ensure self and team work in a safe and secure environment.
  • You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team.
  • Attention to detail and a teamwork ethic are essential.
  • To escalate when appropriate customer effecting issues to line managers or directors.
  • To deliver a set of diverse tasks that enable our advisors to focus on sales.
Duties for the role includes:Hands on approach for delivering agreed objectives and accountable for delivering the following:Para Planner Job Description
  • Supporting Mortgage and Protection Advisors in the production of client reports.
  • Assisting in the researching of appropriate products and solutions.
  • Assist the Advisors in the management of cases to completion.
  • Production of KFI for the product an adviser has selected.
  • Creation of comprehensive and compliant suitability reports.
  • Adherence to the service level agreements.
  • Ensure compliance guidelines are met with each case.
  • Adhering to Anti Money Laundering requirements.
  • Liaising with internal contacts to ensure applications are completed accurately.
  • Liaising between clients, professional contacts and providers.
  • Ensuring correct filing of documents for compliance purposes.
  • Profile:
  • Excellent organisational skills.
  • Strong communication skills.
  • Ability to keep knowledge of Financial Services industry up to date.
  • Good understanding of Financial Services industry and FCA requirements.
  • Qualifications required for this role.
  • Desirable CeMAP
KEY WORKING RELATIONSHIPS:Key Working Relationships :- Customers: External customers.- Suppliers: Various Business Partners, Lenders, Providers, Suppliers- Other key relationships: Team of advisors, Managers and Directors.Job Types: Full-time, Permanent

Keyskills :
Customer ServiceFinancial ServicesBuilding Relationships

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