WIS Accountancy


Colombo, Sri Lanka
Competitive salary
03 Sep 2019
03 Oct 2019
Approved employers
Approved employer
Contract type
Full time
Experience level
Entry level

W.I.S Accountancy (Sri Lanka Pvt) Ltd is the operational arm of WIS Group in UK. Our company provides accountancy, mortgage, protection and investment advice to small and medium-sized businesses in UK since April 2009. More information can be found on www.wis-accountancy.co.uk

We are looking for a new starter to Join our Insurance team as a Paraplanner

The primary Purpose of a Paraplanner is to support all members of the client service team. This position requires the ability to work well in both a self-directed manner and in a collaborative team environment while embracing the firms core values.

Our Fresher should have the following

  • Following or Completed a Professional qualification such as CIM, CIMA, ACCA etc.
  • Prior sales experience in insurance products is an advantage.
  • Prior experience in content writing & social media marketing is an advantage.
  • Excellent communication and writing skills in English is a must.
  • Computer literacy (MS Excel, Word & other MS Office applications)
  • Willing to work for UK hours (1:30pm to 9:30pm or 2:00pm to 10:00pm)

Once selected you will be trained on the UK protection industry and tax principles and with time will be able to:

  • Access Customer Needs. Routinely speak to clients in the UK to assess their needs and to explain insurance policies.
  • Process Policy Paperwork per Insurer’s requirements.
  • Contact existing customers for reviews of old policies.
  • Adhere to compliance requirements by maintaining documents of each policy and writing reports to justify advise given to clients.
  • Utilize Marketing to Generate More Business: Regular updates to social media avenues including LinkedIn, Twitter, Website Blogs, Articles and Newsletters
  • Regular contact with Insurance Providers on behalf of Clients.

Salary negotiable based on experience.

If you think you have a passion to learn and excel in the field of Insurance, why not start with us?


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