Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist Financial Advisors by providing tailored insurance recommendations and maintaining documentation.
- Company: Join an award-winning financial services firm 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 employer: Hrmi
Contact Detail:
Hrmi Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner | Kohuwala
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know someone at WIS. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview 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! During interviews or networking events, practice explaining complex financial concepts in simple terms. This will demonstrate your ability to connect with clients and advisors alike.
✨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 engage directly with us.
We think you need these skills to ace Paraplanner | Kohuwala
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 and showcase your communication skills, as these are key for us at WIS.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of how you've successfully handled similar tasks in the past, especially in report writing and client communication.
Showcase Your Qualifications: Don’t forget to mention your educational background and any qualifications you’re working towards, like ACCA or CIMA. This will help us see your commitment to the field and your readiness for the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it!
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 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 convey your ideas effectively 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 key part of the Paraplanner role.
✨Demonstrate Team Spirit
Even though you'll be working independently, the ability to collaborate with Financial Advisors and other team members is crucial. Share examples from your past experiences where you successfully worked as part of a team, highlighting your adaptability and communication skills.