Job Title: Paraplanner

Salary: up to £20,000, with an OTE of up to £28,000

Location: Mid Kent

Great opportunity for a Paraplanner to join this well-established financial services company based in Medway.

You will be talking to potential clients over the phone on behalf of financial advisors to gather and record relevant information accurately and concisely.

Duties include:

* Quickly building relationships with clients over the phone so they are comfortable sharing and discussing sensitive personal information.
* Identifying key points and digging deeper for more information.
* Helping clients understand their options and checking back with them that the information they have provided is accurate.
* Preparing for each call by reading the background notes on each client and checking any recommended plan details.
* Accurately, clearly, and concisely documenting all information so that the financial advisors can review it and recommend the most appropriate plans.

The successful candidate will have:

* Some customer service or sales experience.
* Previous financial services or pensions experience.
* A strong work ethic and desire to be an effective team player.
* The ability to prioritise and plan your workload.
* A positive, pro-active attitude.
* Great communication skills with a warm and friendly manner, plus tact and empathy when discussing sensitive personal information.
* Good analytical skills and the ability to pick out important points that need further exploring.

This is a great opportunity for someone wanting to develop their financial services career within a fun and dynamic company who offer great progression and support for further study, alongside flexible working.



Sound good? Apply now!



This role is being handled by Holly Ensoll, Business Support Consultant for Pearson Whiffin Recruitment.



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