paraplanner Work, Jobs in warrington, chs (with Salaries)

Paraplanner
Aimée Willow Connex —Warrington
- Customer service
- Organisational skills
- Financial services
12h
Paraplanner
Eventus Recruitment Group —Manchester
- £45,000 a year
- Hybrid work
- Financial services
- Flexible schedule
Paraplanner
Benchmark Capital —Chester
- Full-time
- Microsoft Office
- IT
- Communication skills
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
Perspective Financial Group —Crewe
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
Swiss Life Global Solutions —Manchester
- Annual leave
- Employee assistance programme
Paraplanner
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Communication skills
14d
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
IFA Administrator
Search Hiredonline —Blacon
- £26,000 - £30,000 a year
- Monday to Friday
- IT
- Financial services
6h
Paraplanner
Evelyn Partners —Manchester
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
8d
Wealth Planning Director
Schroders —Manchester
- Full-time
Mortgage Administrator/Paraplanner
AMG Financial Solutions Limited —Cheadle
- From £25,500 a year
- Full-time
- Microsoft Office
- Administrative experience
- Financial services
- Free parking
Quick apply
14d
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home
IFA Administrator
Beyond Advice Group —Liverpool
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
- Store discount
- Health & wellbeing programme
Quick apply
18h
Paraplanning Manager
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Microsoft Outlook
- Supervising experience
- Human resources
- Profit sharing
Quick apply
10h
Senior Financial Planner
WTW —Manchester
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme

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Mortgage Advisor
The Mortgage Experts —Golborne
Part of The Experts Group of over 250 entrepreneurs across the property industry (residential and commercial sales, lettings, auctions, mortgages and…
£60,000 - £100,000 a year
Junior Commercial Advisor
Verisure Services (UK) Limited —Warrington
Build confidence in sales with hands-on coaching from day one. Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
£3,800 a month
Quick apply

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Paraplanner

Aimée Willow Connex
Warrington

Apply Now

Job details

12 hours ago

Qualifications

Customer service
Filing
Organisational skills
Financial services
Communication skills

Full job description

Paraplanner Support
Warrington - North West

The Role

A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion.

Must have a 'can do' 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:

Responsibilities:

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.
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.

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