Protection Case Manager - London, United Kingdom - Pure Resourcing Limited

Tom O´Connor

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Tom O´Connor

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Description

Protection Paraplanner / Protection Case Manager - City of London


A fantastic opportunity is available for an experienced Protection Case Manager / Protection Paraplanner to work for an award winning financial services provider based in The City.


Working closely with Private Office team you will be responsible for supporting a highly experienced Protection Insurance Specialist, you will be responsible for providing end to end support in areas such as complex Life Insurance and Inheritance Tax Planning.


Experience required:

  • Minimum 2 years experience within protection insurance (Life Insurance, IHT planning, Income Protection)
  • Highly organised
  • Ability to take control of situations.
  • Team player
  • Professional telephone manner
  • Comfortable dealing with a wide variety of clients including UHNW.
**Salary: £3- 50k Basic + Bonus + Benefits

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