Part of a vibrant team, you will be encouraged to develop your technical skills in this leading organisation based in the heart of the City. A forward-thinking Claims Handler with a sound Marine Liability background is required to handle claims from first advice to settlement as well as develop quality relationships with Lloyds and Company underwriters. An excellent opportunity For more details please contact me ...
Part of a vibrant team, you will be encouraged to develop your technical skills in this leading organisation based in the heart of the City. A forward-thinking Claims Handler with a sound Marine Liability background is required to handle high level claims from first advice to settlement as well as develop quality relationships with Lloyds and Company underwriters. An excellent opportunity For more details please contact me ...
Reinsurance Pricing Actuary sought for London team of global Reinsurer. The main focus of the work will be long tail Reinsurance treaty pricing in line with the company’s strategy. This will include liaising with underwriters and the pricing manager, case pricing, tools development and assumptions updates. Reinsurance pricing experience is required, Remetrica experience preferred, although not essential. There is also the opportunity f...
This is a Business Managers role for my clients Bike Insurance Product, running an operational contact centre (New Business & Customer Service areas). Previous Insurance experience is required and preferably from within in the motor insurance industry. ...
A fantastic opportunity to progress within the IFA market, this market leading HNW Financial Planning Practice is currently in need of an IFA Administrator to join its team in Birmingham. 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 marke...
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. You will ideally have some good sales experience and an understanding of insurance, although full training will be given. ...
A fantastic opportunity to progress within the IFA market, this leading HNW Financial Planning Practice, based in Fareham, 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 ...
This growing IFA practice who specialise in dealing with HNW clients currently have a vacancy for a Financial Planner to join their team in Bath. A full client bank will be provided to the successful applicant as well as the opportunity to learn and develop by working closely with the high billing partners of the business. There is a high earning potential in this role as well as the possibility to progress to Partner level in the future. I...
A prestigious Lloyds syndicate requires an experienced claims adjuster to manage their lead and follow claims across all classes of business with an emphasis on casualty and property. Responsibilities will include; assisting with the management of the claims team with an emphasis on providing a high quality claims service to brokers and clients in an efficient, proactive and timely manner. Knowledge of North American or International casual...
Part of a vibrant team, you will be encourage to develop your technical skills in this leading organisation based in Essex. A forward-thinking Claims Handler with a sound Employers & Public Liability background is required to develop quality relationships with Lloyds and Company underwriters. Experience of handling claims from first advice to settlement is necessary. Other duties will include processing claims from initial advice th...
Our client is one of the most respected and established brands in the market, with a Financial Planning proposition that services HNW and UHNW private and corporate clients. An excellent opportunity has arisen for an experienced paraplanner to join their London team, providing support to a number of top producing IFA’s. The ideal candidate will have attained the Diploma in Financial Planning, or be within 2 exams of full qualification. In a...
Our client is a leading, international financial services organisation specialising in audit, tax, compliance and advisory services. They provide impartial, tailored financial planning advice and wealth management to individuals, corporates, and trustees. Due to continued expansion, an opportunity has arisen for an experienced Compliance Administrator to join their Financial Planning team in Birmingham, and provide assistance to the Complia...
IFA practice based in Cheshire requires an additional Sales Support Administrator to compliment their existing team. The role encompasses providing administration support for a number of IFAs. This includes dealing with client queries, producing client portfolio valuations, researching products and obtaining comparative illustrations, new business processing and pipeline chasing. Previous Financial Services administration experience is esse...
31 jobs matching this search were posted in the last week
A motivated Paraplanner with a strong knowledge of financial products is sought for an established, wholly fee-based IFA practice specialising in Investment and Pensions. Based in Wiltshire the organisation’s highly professional Consultants provide financial planning advice across Investment Management, Life Insurance, Corporate Pensions and Tax Planning for a varied high-net worth client portfolio. Your role will include research, preparin...
Global insurer seeking a Financial Lines Experienced Claims Adjuster handling Directors and Officers (D&O), Professional Liability Insurance (EPLI). Managing notifications from first advice through to ultimate resolution. The role will include coverage, legal liability and quantum analysis in addition to regular contact with clients and brokers and internal stakeholders to provide claims development updates. Your key accountabilities wi...
A boutique IFA practice working with a mixture of Private and Corporate clients currently has a requirement for an experienced Paraplanner to join their team. Responsibilities will include producing detailed suitability reports for clients as well as research for Product and Investment Solutions. You will also be involved in day to day office management and so previous experience in an IFA environment is essential. You should be Diploma qua...
This successful and professional IFA practice is in the market to expand its support team by recruiting for an experienced IFA Administrator. You will primarily be working alongside some exceptional wealth management consultants providing excellent administration support to a HNW client bank. Duties will include day to day administration i.e. processing applications, chasing outstanding information, dealing with insurance companies as w...
A fantastic opportunity has arisen to join the energy team in a newly created role within this growing Lloyd’s Syndicate. If you have been working in a similar role (ideally underwriting support) within a Lloyd’s environment this could be the next step for you. The role will offer good potential for development for the right individual. Graduate preferred. ...
Our client is a market leader in their field are currently seeking a Fraud Claims specialist with a proven track record of dealing/investigating fraud claims across various lines of business. Your duties will include dealing with your own portfolio of complex fraud claims. To apply you will need ideally either an Insurance or Legal background with excellent communication skills, be customer focused and organised with an investigative nature...
Well established IFA practice based in Bury requires an experienced administrator to compliment their existing team. The role will include valuations, new business processing, pipeline chasing, servicing existing business and liaising with clients and providers. An attractive salary plus benefits including flexible working hours are on offer for the right candidate. ...
This prestigious Independent Financial Advisory Practice that specialise in dealing with HNW clients currently have a requirement for a Financial Planner to join their offices in Bath. This role would suit a Paraplanner looking to move into an advisory role or a Financial Adviser at the start of their advisory career who is looking for help with clients and leads. A full client bank will be provided as well as leads passed down from Senior ...
A fast paced Financial Advisory practice now seeking an experienced Paraplanner to provide assistance to their Senior Consultants within their City based offices. The successful candidate will be undertaking a variety of duties including; report writing, fund research, liaising with both Clients and Senior Financial Planners and attending client meetings when required. You will have experience as a Paraplanner within a similar remit and wil...
We are looking for an experienced Binding Authority Analyst to join this established Lloyds Syndicate in the City. Duties will include conducting regular analysis and detailed MI reporting across all data from coverholder audits, compliance questionnaires and bordereaux’s as well as ad hoc analysis support when required. The ideal candidate will have experience of underwriting practices have strong IT, analytical and reporting skills with a...
Experienced IFA Administrator required for Manchester based IFA practice. Duties will include new business processing, valuations, liaising with clients and providers and providing administration support for the office. Previous IFA administration experience is essential and 1st software experience desirable. An attractive salary is on offer for the right candidate. ...
This well-established and highly successful IFA business based in Essex is now seeking an experienced Paraplanner to provide assistance to their senior consultant in achieving new business targets through researching and preparing sales literature. The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being considered (free-form report writing). Due to the Clients specific ...
