liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility with the Company's Endorsed Advice process (preferred advice process). The Paraplanner is employed to operate methodology and tool sets only. Categories: Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position. Management of joint entities on the Company's internal CRM data update on XPlan, post the financial planning process with the client. Complete data preparation for
financial lives in actionable ways, ensuring a high-quality client experience during every interaction Construct continued education opportunities Build and manage your professional practice Qualifications Grade build relationships Good organisational and time management skills Good presentation skills Solutions orientated Rewards and incentives based on production levels Access to Liberty Product Specialists A bespoke EQ-FIN building an understanding of the comprehensive qualities that a Wealth Planner needs You will be trained
a leading national Special Risks Underwriting Manager is seeking to employ a Underwriting Lead to join selection within the boundaries of the specific product line. Quote, accept and renew risks within the external relationship development on all liability products and services to brokers that the company already Train and mentor the team and brokers on all product lines. To assist in placing risks that falls outside assessment knowledge (understand the assessment process, with an ability to appoint the right assessor)
a leading national Special Risks Underwriting Manager is seeking to employ a Underwriting Lead to join selection within the boundaries of the specific product line. Quote, accept and renew risks within the external relationship development on all liability products and services to brokers that the company already Train and mentor the team and brokers on all product lines. To assist in placing risks that falls outside assessment knowledge (understand the assessment process, with an ability to appoint the right assessor)
financial models meeting specific requirements review, manage and amend financial models Perform analysis using with business development and general project management REQUIREMENTS Graduated in 2022/2023 Mathematics
– provisions, accruals, depreciation Capital management Foreign entities vs reporting currencies Payment
National Diploma in Financial Planning Flexibility of managing your own business