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For Companies At a Glance
- Tasks: Assist Financial Advisors by providing tailored insurance recommendations and maintaining documentation.
- Company: Join an award-winning financial services group with a focus on innovation.
- Benefits: Gain valuable experience, receive training, and enjoy a supportive work environment.
- Other info: Work UK hours in a dynamic office setting with great career growth potential.
- Why this job: Make a real difference in clients' lives while developing your skills in finance.
- Qualifications: Strong communication skills and a background in Business/Finance are essential.
The predicted salary is between 30000 - 40000 £ per year.
The WIS Group is an award-winning group of financial services firms based in the UK. WIS seeks to recruit a Paraplanner to be employed in the Insurance Advisory arm of the company. The company specializes in providing tax-efficient insurance to businesses and individuals in the UK and offers whole-of-market advice, with access to a spectrum of term assurance products.
This is a full-time on-site role for a Paraplanner located in Kohuwala, Sri Lanka. As a Paraplanner, you would be required to provide recommendations to Financial Advisors based in the UK as well as maintain advice documentation. You will also be responsible for delivering excellent customer service, handling insurance department-related tasks, and communicating effectively with clients and internal teams.
Responsibilities
- Need Analysis: Liaise with the Insurance Advisor and Senior Paraplanner in identifying the client’s Insurance Needs
- Sourcing: Prepare quotations and help advisors present appropriate solutions to clients
- Insurance Providers: Liaise with Insurance Providers, the Insurance Advisor, and Clients in resolving pre and post-sale underwriting requirements of Insurance Providers
- Report Writing: Writing reports that summarize the advice and recommendations made.
- Compliance: Making sure the files meet the compliance requirements
Requirements
- Excellent written and verbal communication skills in English are a must.
- Previous work experience is a must; however, experience in Financial Services or Paraplanning will be an advantage.
- Graduate/Undergraduate in Business/Finance/Accounting/Economics or a member working towards ACCA, CIMA, CISI, or CII
- Ability to work independently and as part of a team.
- Work from our Office - Bernard’s Business Park, Dutugemunu Street, Kohuwala.
- Work UK hours (2:00 pm to 10:00 pm in the winter and 1:30 pm to 9:30 pm in the summer)
This is not a sales position and Training and mentoring will be provided by staff in Sri Lanka and the UK.
Paraplanner | Kohuwala in London employer: Hrmi
Contact Detail:
Hrmi Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner | Kohuwala in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who know about paraplanning. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of insurance products and compliance requirements. We want you to shine when discussing how you can help clients with their insurance needs!
✨Tip Number 3
Showcase your communication skills! Whether it’s through mock interviews or networking events, practice articulating your thoughts clearly. This is key for a role where you'll be liaising with advisors and clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner | Kohuwala in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight any relevant experience in financial services, especially if you've worked with insurance or paraplanning before. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills: Since excellent written communication is key for this role, make sure your application is clear and free of errors. We appreciate attention to detail, so take the time to proofread your documents before sending them our way.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Hrmi
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and paraplanning. Understand the key products and services offered by the company, especially in tax-efficient insurance. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since excellent written and verbal communication skills are a must, practice articulating your thoughts clearly. You might be asked to explain complex concepts simply, so think about how you can demonstrate this during the interview.
✨Prepare for Compliance Questions
Familiarise yourself with compliance requirements in the financial services sector. Be ready to discuss how you would ensure that advice documentation meets these standards, as this is a crucial part of the Paraplanner role.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the team dynamics, training opportunities, or how success is measured in the role. It shows that you're engaged and serious about the position.