This Paraplanner job in Swansea, offering hybrid working provides opportunity to join a growing financial planning firm
As a Paraplanner, you will be providing full paraplanning support to their Financial Advisers, ensuring excellent client service and compliance are consistently delivered.
Your responsibilities will include: Preparing and maintaining client files and client reviews
We're looking for people with the compassion and experience to understand claimants' health conditions/disabilities and how they impact their lives.
We are currently recruiting on behalf of our client for Registered Nurses (RGN, RMN or RNLD) Occupational Therapists, Physiotherapists or Paramedics in Swansea who are looking for a change in direction and to use their skills and knowledge in a different way, as a Functional Assessor.
And we need people who can balance that with good computer skills, impartiality and strong time management.
You will ensure that claims are settled in an efficient, fair, and economical manner in accordance with the relevant policy wording and Claims Handling Manual.
This includes responsibility for managing the recording of new claims, the handling of telephone enquiries and correspondence, handling complaints and authorising payments.
To manage and lead a team of people who are responsible for providing an excellent claims service to our customers.