Our client, a successful and forward thinking firm of Independent Financial Advisers with a great reputation amongst the clients, is seeking an experienced PA to work closely with and support the Director of the company. Responsibilities include:- Coordination and management of Director’s time and diary Arranging travel and accommodation Provision of travel packs Organising personal appointments<...
A top Insurance company are actively seeking an experienced administrator to join a busy HR team based in central Chelmsford. The role is a 6 week contract and will help support an overloaded HR unit. The role will involve a range of duties, so you must be flexible and turn your hand to resourcing, starter paperwork…spreadsheets/admin…etc. This position is available now with a very quick start. ...
Our client is a provider of financial services specialist products. Once again they are expanding and seeking experienced strong administrators ideally with experience gained with the Financial Services industry. You will be responsible for providing customer service and administrative support to the intermediaries. They seek individuals who are motivated with a customer focus, along with strong I...
Our client is a leading financial services product provider. They have an opening for a proven administrator to provide full support to their Sales team. A great role with many aspects to it, a great opportunity to learn and progress. Previous experience within financial services is required, in particular life protection, or insurance. For a full job specification please apply online. ...
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Date: 4 days ago
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Redhill, Surrey
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£24,000 - £28,000 per annum
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0 applications
A respected Financial Services organisation with a large team in Surrey are actively seeking a number of experienced Team Leaders/Supervisors to provide an agreed customer administration, telephony and underwriting service proposition for a range of financial products. To manage and supervise the Administrative Support Services function within Service Delivery, meeting business targets, customer expectations and qualit...
Our client is looking for an experienced paraplanner for their Chartered FP IFA practice. Ideally they are looking for someone with a CII Diploma or equivalent, but they will consider an experienced paraplanner who looking to become chartered You will need experience of completing research and reports for investment and pension scenarios, particularly for their more mature and high net worth clie...
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Date: 4 days ago
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Redhill, Surrey
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£25,000 - £28,000 per annum
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3 applications
A great opportunity to join this expanding provider of financial services products. You will be responsible for managing and supervising a team of professional administrators, meeting business targets, customer expectations and quality standards within a regulatory framework. Key responsibilities: To manage and control the team to ensure the provision of excellence service in line with agree service levels ...
Salary between £35,000 - £75,000 depending on situation. Superb Benefits to include: Pension, Quartlerly bonus, Private Medical, Equity Options, Low Validation One of Londons leading high end financial practices require an experienced Employee Benefits Consul...
This is a rare opportunity for a skilled motor underwriter to get involved with all classes of personal lines and commercial vehicle insurance. The ideal candidate will have gained a good level of underwriting from a recognised insurer or a broker with a delegated authority. You will field considerable new business enquiries, renewals and mid term adjustments on a daily basis. A suitable Underwriter will have been very custome...
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Date: 4 days ago
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Bristol, Avon
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£22,000 - £27,500 per annum, inc benefits
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1 application
Our client, a well established and thriving IFA practice requires a high calibre and experienced paraplanner to join their seasoned team. The right individual will be suitably qualified and be ready to embrace RDR mirroring the companies ethos. You must have the ability to be able to complete compliant suitability reports and research the most suitable products for clients on behalf of the financial advisor of whom you wou...
A leading provider of retirement solutions who have grown from strength to strength since their launch in 2004 are currently recruiting Customer Service Co-ordinators due to continual growth. As a member of the Customer & Sales Support Team you will be the first point of contact for all telephone calls, quotes, agency and general enquiries from IFAs and customers and will provide accurate responses to meet customer requirements wh...
Commercial Account Executive (All levels considered) Job Profile: Insurance and financial service brokers in the South West of England have an opening for a Commercial Account Executive. Our client, a well established commercial brokerage and they have a vacancy for a Commercial Account Executive Berkshire. The role will involve being responsible for the development of new and existing accounts, an executive...
This is a rare opportunity for a skilled motor underwriter to get involved with all classes of personal lines and commercial vehicle insurance. The ideal candidate will have gained a good level of underwriting from a recognised insurer or a broker with a delegated authority. You will field considerable new business enquiries, renewals and mid term adjustments on a daily basis. A suitable Underwriter will have been very c...
City of London Salary between £35,000 - £75,000 depending on situation. Superb Benefits to include: Pension Quartlerly bonus Private Medical Equity Options Low Validation One of Londons leading high end financial practices&nbs...
Due to business growth, our client is seeking an experienced and team leader to motivate and lead a team of Customer Service Representatives and Underwriters to achieve goals and objectives. You will need to have proven team leading experience within either financial services or insurance. Your experience will need to include, recruitment, training, motivating, setting objectives, 1:1s, appraisals, disciplinaries, etc....
Summary of position: To manage and monitor the process for Business Quality Unit (BQU) and Consultant checking levels. To manage the team of BQ Officers To audit and monitor the quality of output from the BQU Officers via 'Check the Checker’ processes, to ensure any weaknesses in quality is identified and appropriately addressed. To remotely review the suitability and quality of advice given to cu...
Qualified Paraplanners are urgently required for a Independent Financial Advisory firm based in prestigious city based offices in London, salary up to 35k we are also looking for Homebased Paraplanners salary up to 30k. Working closely with the Private Client Consultants with additional close support from the head of paraplanning, you will be required to prepare letters and technical reports from brief and / or client f...
The Client is currently looking for a Motor / personal lines Broker Account Handler to join their team. The job will involve; - Taking inbound quotes from customers through the website and over the phone for Home and Motor Insurance - Servicing an existing book of business, dealing with MTA's and renewals - Administrative duties, including bespoke letters to clients - Handling claims enquirie...
This role will sit alongside the Group Compliance Monitoring team which has responsibility for the design and operation of a risk-based approached to monitoring of a respected London based wealth manager with regard to their adherence to relevant rules, regulations, codes and internal business standards, policies and procedures. Whilst sitting alongside the Group Compliance Monitoring team, the role will report directly to the Gr...
A successful small broker in the heart of the City is looking for a New Business Producer to deal with their Mid-Market Commercial business, with policies between £50K and £150Kpa. Due to expansion the company is eager to appoint a new candidate as soon as possible. The right individual will have an in depth knowledge of Commercial combined business and will be used to visiting CEO’s/ Company Directors, within companies wh...
Our client is an established, growing and leading financial services provider. Due to business growth they have opportunities for experienced Customer Service Reps to join their enquiries team. You will be responsible for offering a high standard of services to their Corporate clients, maibtaining customer relationships. Key Responsibilities:- Taking incoming calls from new and existing clients, a...
Unique Paraplanning role with a difference has arisen with a well established and highly reputable IFA practice. The Paraplanning role available will give a professional individually the opportunity to take complete ownership of a client portfolio, therefore relationship management experience as well as technical knowledge is key. The jobholder will be first point of contact for the clients. You will provide a high level...
Unique Paraplanning role with a difference has arisen with a well established and highly reputable IFA practice. The Paraplanning role available will give a professional individually the opportunity to take complete ownership of a client portfolio, therefore relationship management experience as well as technical knowledge is key. The jobholder will be first point of contact for the clients. You will provide a high level...
Our client is a leading provider of Life Assurance products, they are once again expanding and are therefore looking to recruit an extra team of professional customer services administrators. Reporting directly to the Customer Services Team Leader, you will be responsible for the day-to-day delivery of services to distributors, intermediaries and customers. You will need to have solid Customer Services experience...
An independent broker and risk manager with over 40 years of experience within the industry are looking to recruit a Commercial Account Handler. Working within a small office of 7-8 staff, you will assist with the monitoring, coaching and team performance. Providing your team with focused but flexible leadership and each member with a personal development plan to ensure the office runs smoothly. Experience: ...
