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8

jobs from Coast Specialist Recruitment in Staines

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HNW Paraplanner

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Coast Specialist Recruitment jobs
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...

Commercial Claims Technician Just added

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Coast Specialist Recruitment jobs
An independent broker and risk manager with over 40 years of experience within the industry are looking to recruit a Commercial Claims Technician. Experience: Employers and Public Liability Claims Handing Good knowledge of handing third party claims, in particular experience of indemnity and liability instigations and decisions. Ability to demonstrate an understanding of client needs and d...

Commerical Account Handler

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Coast Specialist Recruitment jobs
A well established and highly regarded Broker who specialise in both Personal Lines and Commercial Insurance are currently recruiting a Commercial Account Handler. Working alongside the Account Executive, you will be managing accounts, dealing with renewals, mid term adjustments and some new business.  Covering all classes of business with premiums up to £100,000. Experience within Commercial Insurance is essential fo...

IFA Paraplanners x 2 Surbiton, Surrey

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Coast Specialist Recruitment jobs
Due to strong organic growth and the need for quality paraplanners, our client, a highly reputable local IFA Practice, is looking to further enhance its Support Team with the appointment of two experienced Paraplanners. Our client is very well respected in the Surrey area, having established a large and loyal client bank over the past 30 years. Encompassing a wealth of expertise through a highly successful team of Independ...

Personal Lines Account Handler - 6 month contract

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Coast Specialist Recruitment jobs
Our client an Insurance Broker who provide both Personal Lines and Commercial Insurance, are looking to recruit an experienced Personal Lines Account Handler to join their team. The role: Maintaining a book of personal insurance clients (Household and Motor) inclusive of renewals, mid term alterations and customer relationship calls to cross sell additional products and services. Premiums typically range from £10...

IFA Support/Project Assistant to Director-Byfleet

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  • Date: 25 April
  • Byfleet, Surrey
  • £35,000 - £40,000 per annum
  • 2 applications
Coast Specialist Recruitment jobs
Our client is a highly reputable Wealth Manager/IFA with offices in Surrey. They require a Senior Support Administrator/Paraplanner/Project Assistant to help the IFA business prepare for RDR. You may also get involved with post sales Paraplanning duties supporting a Consultant to deliver high quality service to clients with regards to Pensions, Investment and Protection products. This contract will last at least 6 months a...

Paraplanner/Project Manager/Support Technician

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Coast Specialist Recruitment jobs
Our client, a leading IFA practice enjoying great success is seeking an experienced Financial Services professional to offer assistance to an extremely busy Director.  Duties include preparing for RDR, post-sales paraplanning, work flows, project management, and documentation.  Communication skills are of utmost importance.  Financial Planning qualifications are an advantage but Diploma is not essential.  Ref:...

PA/Administrator (Financial Services)

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  • Date: 25 April
  • Woking, Surrey
  • £20,000 - £27,000 per annum
  • 16 applications
Coast Specialist Recruitment jobs
Our client is a very established HNW IFA who have an opening for an experienced PA/Administrator ideally part FPC or studying FPC. Job Purpose    To provide administrative support to one of their top consultants in assisting with the research, production and processing of new business, conclusion of generated new business and the servicing of existing and/or new clients.  &nbsp...
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