At a Glance
- Tasks: Support advisors by producing client reports and managing cases to completion.
- Company: Join a dynamic team focused on delivering exceptional customer experiences.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to grow within the financial services industry.
- Why this job: Make a real difference in customers' lives while developing your skills in finance.
- Qualifications: Strong communication skills and a passion for customer service.
The predicted salary is between 30000 - 40000 £ per year.
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 affecting 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:
- 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:
- Customers: External customers.
- Suppliers: Various Business Partners, Lenders, Providers, Suppliers.
- Other key relationships: Team of advisors, Managers and Directors.
Paraplanner in Coalville employer: Aimeewillow
As a Paraplanner with us, you will thrive in a dynamic and supportive work environment that prioritises customer satisfaction and employee development. We offer comprehensive training, opportunities for career advancement, and a collaborative culture where your contributions are valued. Located in a vibrant area, our company provides a unique chance to engage with a diverse clientele while enjoying a fulfilling work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Coalville
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Paraplanner role.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Have a quick summary of your skills and experience ready to go, so you can impress them on the spot.
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It shows you're keen and helps keep you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Make sure your application stands out by tailoring it to the specific role and showcasing your customer service skills.
We think you need these skills to ace Paraplanner in Coalville
Some tips for your application 🫡
Show Your Passion:Let us see your enthusiasm for maximising customer experience! In your application, share examples of how you've gone above and beyond to help customers in the past. A 'can do' attitude is what we're all about!
Be Detail-Oriented:Attention to detail is key in this role. Make sure your application is free from typos and errors. Highlight any experience you have with managing large amounts of information or producing reports, as this will show us you're up for the task.
Demonstrate Teamwork:We love a good team player! In your written application, mention times when you've collaborated with others to achieve a goal. This will help us see how you can fit into our team and contribute to our success.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Aimeewillow
✨Know Your Stuff
Make sure you brush up on your knowledge of the Financial Services industry and FCA requirements. Being able to discuss relevant products and solutions confidently will show that you're serious about the role and can hit the ground running.
✨Show Off Your Customer Service Skills
Prepare examples of how you've successfully managed customer relationships in the past. Highlight your ability to build rapport and resolve queries effectively, as this is crucial for the Paraplanner role.
✨Demonstrate Attention to Detail
Since the role involves processing large amounts of information and ensuring compliance, be ready to discuss how you maintain accuracy in your work. You might even want to bring a sample report or document you've worked on to showcase your skills.
✨Team Player Mindset
Emphasise your teamwork ethic during the interview. Share experiences where you've collaborated with others to achieve targets or deliver objectives, as this will resonate well with the company's focus on teamwork and support.
