Protection Insurance Administrator / Paraplanner
Hersham, Surrey
Mon - Thur (4 day week)
GBP25,000 plus bonus and benefits
An exciting position has arisen at an award winning and well respected Financial Services and Estate Planning business based in Hersham. They are looking to appoint an experienced Protection Administrator / Paraplanner.
The role includes, keying in applications ensuring all necessary documentation is completed with a high degree of accuracy. Routine liaison with insurance companies and clients alike, ensuring that Protection Insurance policies are case managed from the initial application through to completion. There is also a degree of solution building and problem solving on more complex cases. You will also be working closely with the Directors and the Estate Planning and Will Writing side of the firm.
There is scope in the future, should you want to, to be more involved with the advice side of Protection Insurance or possibly to move more into Estate Planning / Will Writing.
Good keyboard skills, attention to detail are essential and previous experience as a Mortgage and Protection Administrator, Protection Administrator and or Paraplanner or Adviser is advantageous.
A salary of GBP25,000 plus an annual bonus is on offer to the successful candidate. There role is office based and 4 days per week, Monday to Thursday.
For more information please send your CV to Douglas McDougall