Protection Paraplanner

Professional Recruitment
Bristol (City Centre)
14 Jul 2017
28 Jul 2017
Job role

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.

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