Paraplanner Position Overview
An experienced financial services professional is sought after to provide crucial support in the life insurance advice and servicing process.
* The successful candidate will work closely with insurance advisers, assisting them in client consultations and service delivery.
Ambitious candidates possessing 2-3 years of experience in a similar role, strong communication skills, and strategic thinking, are highly valued for this opportunity. Ideally suited individuals will excel at prioritizing tasks efficiently and maintain excellent relationships with clients.