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Date: 15 May
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Dartford, Kent
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£22,000 - £25,000 per annum
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5 applications
Independent group offering a wide range of quality insurance products is looking to appoint an experienced personal lines broker with a HNW focus handling in the main Household classes, the principal duties within the role will be that of converting new business and renewal enquiries, dealing with both inbound and outbound call handling for both New and Existing clients. You will be expected to provide competitive new business quotations from t...
The Company: I am representing an award winning broking group with a strong regional presence. They provide both commercial and personal insurance products via a national network of offices and employ over 200 people. The Role: To support their continued expansion this large regional brokerage is seeking an experienced and results focused motor trade broker. Responsibilities of the role will be focused around broking new ...
Currently seeking an experienced and RDR qualified adviser for my client in Leeds. The opportunity offers a contractual pre-determined route to partnership with equity, profit share and retirement buy out/annuity income. You must have an existing client base with whom you work and be producing a minimum of £100k per annum in new and recurring revenues. Attractive drawings, profit share and full administra...
Opportunity to join expanding IFA practice providing full adminiastration and some paraplanning support to senior advisor.Wide ranging role will include processing of new and pipeline business,preparing detailed valuations inadvance of client reviews, and basic research and report writing. You will have relevant experience and be at least part FPC/CF qualified. Hillman Saunders Ltd is acting as an Employment Agency in relation...
Our client is a new forward thinking IFA who are enjoying continuous growth within the market place As a guide the main duties will be as follows: Assess new business in accordance with the "Business Submission Standards" within 1 day of receipt. Provide appropriate feedback to individual advisers. Update "Business Quality Statistics". Grant approval for cases that require pre-sale approval...
Our client is a large accounting firm and is regarded as a progressing and professional services firm. Joining this company means that you will be part of a fresh approach, underpinned by a commitment to your development based on a structured training and development programme. They welcome applicants with a strong academic background, excellent communication skills, enthusiasm and an open-minded approach. You should be able to think late...
Our client is a long established accountancy linked IFA firm who currently wish to recruit a Practice/ Office Manager to undertake a number of important business tasks. There are two long serving executive IFA directors with an existing experienced small back office team. They conduct a wide range of Life, Pensions & Investment business for individuals and corporate clients. In particular the candidate wil...
Our client gives specialist advice on business insurance, home and motor insurance, wealth management and financial planning and are currently recruiting for a Wealth Management Paraplanner. KEY RESPONSIBILITIES AND RESULT AREAS: Prepare and maintain client files: Collect quantitative detailed information required to compile a Financial Plan. Ensure that all compliance paperwork is present. Confirm clien...
Our client gives specialist advice on business insurance, home and motor insurance, wealth management and financial planning and is currently recruiting for a Wealth Management Technical Administrator, ensuring all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner and that all service levels are met. KEY RESPONSIBILITIES AND RESULT AREAS: New Clie...
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Date: 15 May
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Chatham, Kent
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£35,000 - £45,000 per annum
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4 applications
This recognised independent group is seeking to appoint an experienced Commercial Sales Account Executive, the role will be based out of their Kent Office, establishing and developing relationships with both new prospects and existing clients. selling the company products, and maximising sales, achieving profitability, you will be expected to build and maintain relationships whilst providing a bespoke service to meet the insurance requirements ...
Processing of all marine technical documentation using Brokasure system including slips, cover notes and invoices. To liaise with brokers/clients and underwriters to ensure all clients requirements are met. Then ideal candidate will be experienced in the processing of technical documentation using the Brokasure system. The role will be within the marine department so experience of marine risks would also be a distinct advantage. <br ...
To be responsible for the management of operational functions including claims management, products and pricing, helpline services and information systems. To contribute to the formulation and delivery of company strategy, mission and business objectives and to be accountable to the CEO for operational management objectives. Extensive operational management experience within an insurer. Should have underwriting and/or claims managem...
Well known Lloyds broker based in the City are growing their energy claims team. They are looking for an experienced loss adjuster to carry out a claims Handling role. The role will be handling Onshore Energy/Power claims from first advice to final settlement. Working closely with the claims manager you will be handling complex claims and be able to advise colleagues on difficult claims issues that arise. The ideal candidate will ha...
To process and underwrite policies within company framework and be able to communicate effectively and confidently with broker partners building strong positive relationships. Handle telephone enquiries efficiently and professionally at all times delivering a high standard of customer service. Effectively respond to correspondence both internal and external by post or e-mail. Accurately write up & input new business cases as required. Proce...
An opportunity has arisen for a qualified Chartered Accountant to fulfil the position of Financial Controller reporting to the Finance Director. Day to day activities will include preparation of financial reports, budget and, financial forecasts on a regular basis, completion of Statutory/Regulatory matters within deadlines. Support, develop and provide direction to account team members including co-ordinating different aspects of the finance f...
The office for our client is based in Surrey, however this opportunity can be worked remotely from home as long as you can attend training at their Head Office for the first 2 - 3 months. Purpose of the role: To assess applications received in order to determine whether they are acceptable and what underwriting terms should apply within a compliant framework whilst providing excellent customer service. Key res...
A position has arisen for two experienced paraplanner to join this very well respected Chartered Financial Planning business. At the moment the role, package etc is flexible and can be moulded to the individuals skills, experience and qualifications. A brief outline of the duties will include: - Obtaining information and quotations to enable you to research the clients' needs prior to recommendations. - Processing n...
An opportunity has arisen for a Senior Paraplanner to work for a true market leading wealth management business. You will be providing technical support to one of their highest producing Wealth Management Consultant's, enabling them to write business compliantly. This is to include research, report writing, conducting gap analysis of a clients circumstances and reviewing existing arrangements. You will also utilise relevant technolo...
My client are currently looking to recruit a proven Paraplanner to join their wealth management team. To be successful you will need to be able to make an immediate contribution in supporting the Advisers to achieve objectives, deliver a high quality of service to clients and be able to demonstrate a good understanding of pensions, investment and protection related products. Working closely with the Advisers your principal responsib...
My client is looking for a part-time Senior Administrator to support their Financial Services and Investment teams with any administration issues they may have. The key responsibilities for this role include: Review, management and implementation of administration procedures for the Investment and Financial Services business: The monitoring and prioritisation of administration workload. Assist with m...
Our client a major player within the P&I market is looking to expand their team within the Loss Prevention division. You will be required to instruct surveyors to conduct surveys on vessels, review reports and record details, liase with members and/or brokers/underwriters. You will also be required to identify vessels that will be subject of programmed condition surveys. The ideal candidate will be a Master Marine, class 1 with danger...
Our client has over 300 branches throughout the UK and deal with insurance, pensions and investments. Job Description: They currently have an exciting role in the York office for an Equine Claims Validation Officer who will work out of the National Equine Claims department. The successful candidate will have experience in handling suspicious claims, proven customer care experience and ability to develop key working relati...
A leading IFA is currently looking for a high calibre and pro-active adviser to join their growing business. Based from their London office you will offer full advice to an existing client bank and benefit from full admin and compliance support and be helped in developing your own professional introducers. The brand name of this organisation will also open many doors and allow you to maximise your current earnings and allow you to further devel...
This is an exciting opportunity for a personal lines insurance sales advisor to join a leading organisation The role is to achieve sales orientated environment selling personal lines insurance products achieving sales targets. Ideally you will have experience of selling motor products - Experience of selling personal lines insurance products, ideally motor - Experience of working in a sales environment achieving sal...
A leading London brokerage is currently looking for pro-active and experienced mortgage advisers to offer quality mortgage advice to it's valued HNW clientele. The ideal candidate will have a proven track record in mortgage sales, be motivated, organised, possess full CeMAP and be confident dealing with a variety of HNW clients. This is an ALL LEADS PROVIDED role and the average loan size is £1MN+. Successful applicant...
