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Insurance Executive (Paraplanner)

WIS Accountancy Ltd
Sri Lanka (LK)
Not advertised
Closing date
Mar 27, 2024

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Job Role
Accounting Firm
Contract Type
Full Time
Level of qualification
CIMA, Other

The WIS Group a fast-growing group of companies in the Accountancy and Financial services industry in the UK seeks to recruit an Insurance Executive to be employed in the Insurance advisory arm of the company.

WIS Business Protection works with all leading UK Insurers and provides financial advice to its clients through financial advisors. As an Insurance Executive, you would be required to provide recommendations to Financial Advisors based in the UK as well as maintain advice documentation.


  • Help identify financial requirements of the client,
  • Evaluate clients current situation by assessing their finances
  • Provide recommendations on the clients insurance needs to the Senior Paraplanner/ Financial Adviser
  • Provide reports to client with reasons for recommending financial products.
  • Liaise with insurers as needed by providing documentation to back up the decisions made.


  • We expect a suitable candidate to have the ability to work accurately under pressure of tight deadlines and the ability to work from your own initiative.
  • Excellent communication skills in English both written and oral is a must.
  • Work from our Office - Bernard’s Business Park, Dutugemunu Steet, Kohuwala.
  • Work UK hours (2:00pm to 10:00pm in the winter and 1:30pm to 9:30pm in the summer)
  • Previous work experience will be an added advantage.

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