A completely fee-based, holistic IFA are currently recruiting for an experienced Paraplanner to join its well-respected practice. Working in a team of Paraplanners, you will be supporting high-net worth Financial Advisors who provide whole-of-market advice to HNW professionals. Applicants should be both confident and confidential in supporting advisors with sensitive data and will ideally have in-depth and technical knowledge of the pension...
A successful and forward thinking IFA currently have a requirement an experienced Paraplanner to complement their team. Working closely with the MD you will be working as part of a small team providing advice and related services to predominantly HNW private clients. The main purpose of the role will involve writing technical reports and conducting relevant research as well liaising with the HNW clients. The successful candidate should have...
Our client is a specialist in Personal Lines Insurance products and is looking to push into other markets by developing new and improved products. This is a key role that will have a direct impact on the bottom line of the business. You will be involved in all aspects of reviewing the performance of the existing products and finding ways to increase the penetration of the market, sales and retention levels. You will champion new products to...
A confident and forward thinking individual with a sound Liability risks background is sought for this challenging underwriting role with one of the UK’s leading insurers in their regional global risks office. You will be responsible for underwriting larger and more complex Liability lines for major Corporate’s. We require a highly technical liability underwriter with experience in dealing with global clients. You should be willing to motiv...
If you are a competent and experienced Claims professional with a background in US Property/Casualty business and expertise in the Lloyds marketplace; this is a very attractive opportunity. A highly regarded broker is seeking an individual to join its US property department. Your primary remit will be to oversee the processing of Claims, undertaking more complex cases from first advice to settlement and developing more junior members of sta...
An opportunity for an accomplished Claims Adjuster with strong property or high net worth knowledge to join a leading insurer in Essex. Your duties will include managing your own claims portfolio from initial advice through to final settlement and ensuring an excellent turn-around on the negotiation and settlement of claims; both must be done in accordance with FSA guidelines. Good communication skills are essential to liaise with clients d...
Proactivity and enthusiasm will be highly regarded in applicants to this vacancy in a fast-paced and often challenging work environment in Kent. As a Personal Lines Underwriter you will be will be responsible for all day-to-day decisions regarding the acceptance and rating of risks. Main responsibilities will include processing business through to document issue and servicing existing cases involving reviews. Experience of Household or Priv...
A leading and highly successful employee benefits consultancy in the City have an opportunity for a Client Services Team Leader to join their team. This is an excellent role for someone looking to take the step up into a managerial role as well as maintaining a strong account management focus. You will be managing a team of four Account Managers with the focus on group risk and group medical benefits. As well as focussing on key accounts th...
A leading City based pension risk management organisation has a requirement for a Pension Operations Analyst to join their successful team. The purpose of the role will be to support the Operation Manager in running the Ops area providing a high level of service to clients at all times. This will involve undertaking ad-hoc projects in addition to regular tasks. Ideal candidates will come from a pensions administration background and have at...
A boutique, investment focused IFA practice, based in Hertfordshire, with a predominantly HNW client bank currently require an experienced Paraplanner to join their team. Due to continued success and growth, the company is seeking to appoint an additional Paraplanner, to provide a range of important support functions, largely for one of the firm’s top producing IFAs, thereby enabling him to focus on client relationships and meeting business...
If you have previous exposure within London market marine claims, then this could be the role for you Our client is a leading City insurance organisation, seeking a bright and pro-active individual to carry out support tasks and assist in developing relationships with clients. You will need to have previous experience and marine knowledge in order to further progress your career. ...
A boutique Investment Management firm based in the West-End of London are currently seeking an experienced IFA Administrator to join their Wealth Management division. You will be working alongside and providing in depth, technical assistance to leading financial planning consultants who advise an UHNW client bank. You will also liaise with fund/investment managers on a daily basis, therefore any candidate who has previous experience within ...
A competent and professional Claims Assistant is sought to join this leading global insurance company in a challenging and varied role. Your principle responsibilities will be processing and handling claims and enquires, undertaking some adjustment of claims and maintaining accurate claims records for designated accounts. You will require some previous exposure within the insurance sector and a hard-working approach as you will be exp...
A boutique firm of Independent Financial Advisers based in Trowbridge is looking to recruit an additional administrator to their team. The role is to provide financial planning and administrative support to the Financial Planning Consultants and Paraplanners of the firm. You will be a key team member who develops strong technical knowledge and skills that become indispensable to the Financial Planning team, and someone who works enthusiasti...
Our client, a renowned boutique Independent Financial Advisory Group is looking to recruit a skilled Paraplanner to join their team in Trowbridge. You will work with specialist Private Client consultants, providing holistic wealth management services to HNW individuals. Your role will be to prepare reports and documentation, conduct in depth research and review existing arrangements. You will assist the consultant in services the client nee...
Well established IFA practice based in South Cheshire requires an additional IFA to compliment their existing team. This innovative practice of like-minded individuals is committed to their clients and keen to be judged on the value they deliver. Independence and quality are the foundations of all that they do. The ideal candidate will require a transferable client bank and be Diploma qualified. Full administration support and a very genero...
The Financial planning arm of a national accountancy practice based in Manchester city centre requires an experienced IFA. They require prospective candidates to have a minimum of the Diploma level qualification, to have had experience in dealing with HNW clients, be commercially astute, highly professional and self motivated. Although desirable a transfer client bank is not essential as they have a bank of clients available. At...
If you are a high-calibre professional Financial Adviser with a transferable client bank, this promising vacancy is an opportunity for significant career advancement. A prestigious IFA with offices throughout the UK are seeking an ambitious and proven IFA to join their rapidly expanding operation in Exeter. Clients/leads are provided but a small transferable client bank would be desirable. All administration and Paraplanning is provided lea...
As Underwriting Team Leader you will be responsible for supporting the administration services for this International insurer. You will ensure the administration team remain focused and motivated, that all administration processes and practices are adhered to. The key elements required for are drive, enthusiasm, leadership ability and a sound knowledge of the General Insurance market. Ideally you will have a similar background within Insura...
I am working on behalf of a leading and respected brokerage based in Surrey, who are looking for an Account Handler to join their High Net Worth division. The role will include processing renewals and mid term adjustments, advising clients and handling all classes of personal lines insurance, with a bias towards high net worth household clients. You will also be required to identify opportunities which can increase the company’s income, as ...
This specialist insurance provider is currently recruiting for a Reconciliations Clerk for their offices based in West Essex/ London. Reporting into the Finance Operations Manager, the main purpose of this role is processing cheques, managing and reconciling broker accounts and credit control for a portfolio of brokers. Main duties will include: Build and develop relationships with Brokers, produce monthly broker and claims serv...
This is an exciting and varied role based within a professional insurance team in Kent. You must have good keyboard skills, excellent attention to detail and the ability to work within a team. We are looking for a sharp and well-educated individual who has excellent communication and interpersonal skills. Ideally you will have experience from a broking or underwriting background, have knowledge of the London insurance market and an ambition...
A leading and highly professional IFA based in Manchester city centre is now seeking to recruit an equally professional individual to augment their team of Independent Financial Advisors. Business will be sourced from their associated Chartered Accountancy division; however, self generation will be expected in addition. Any individual joining this team will be given exceptional resources to develop their own talents and abilities as well as...
A fantastic opportunity to progress within the IFA market, this leading HNW Financial Planning Practice, based in Clifton, is currently in need of an IFA Administrator to join its team. You will be involved in all aspects of client administration including valuations, asset allocation and fund market research. You will also occasionally be attending client meetings. Previous experience in a support role within the Financial Services market ...
A highly successful Wealth Managers based in Manchester are now seeking an experienced Paraplanner to provide assistance to their senior consultants providing holistic advice to HNW clients. The role will involve producing comprehensive reports for clients giving a full summary of the options being considered. You must have previously worked as a Paraplanner, ideally in the HNW arena. The successful candidate will have full DipPFS and ideal...
