Insurance Professional
3 days ago
Are you an experienced professional looking for a challenging opportunity in the insurance industry?
Saol Assurance is a leading life assurer offering protection, pensions, and investment products.
We're seeking a skilled Paraplanner to join our Advice Support Unit.
Your primary responsibilities will include providing technical research services to our team of Certified Financial Planners and ensuring that client advice reports are prepared to the highest standard.
You will play a key role in mitigating risks to the business and supporting our goals.
Key Responsibilities:
- Accurately prepare suitability reports and letters to meet deadlines.
- Ensure client reports are compliant and supported with relevant paperwork.
- Undertake comparative research in preparation of client recommendations.
- Understand clients' overall financial position from supplied fact finds.
- Discuss client objectives with Certified Financial Planners and obtain necessary client information.
- Investigate queries and provide accurate responses.
- Maintain excellent relationships with advisors to foster a collaborative working environment.
Requirements:
- Additional qualifications such as the Grad. Dip in Financial Planning or Diploma in Tax will be advantageous.
- A minimum of 5 years' experience in Financial Services/Insurance, with a clear understanding of customer financial advice.
- Strong report writing skills.
- Excellent attention to detail and interpersonal skills.
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