A North East based Financial Services Practice is now looking to recruit an experienced IFA Sales Support Administrator or Paraplanner. Key job tasks could include the following: - Obtaining illustrations and portfolio valuations; - Inputting client data and information onto in house systems and WRAP; - Fund research, and portfolio analysis, creation of compliance/suitability reports; - Business processing;<br ...
An excellent opportunity has arisen for an experienced Paraplanner to join an IFA practice in County Durham. The successful incumbent's duties will include: Gathering information from life companies, completing product and fund research analysis. Completion and updating of client fact find and suitability letter compilation. Creating portfolio recommendation relating to pensions, investments, life and mortgages...
An excellent opportunity has arisen for an experienced Paraplanner to join an IFA practice in County Durham. The successful incumbent's duties will include: Gathering information from life companies, completing product and fund research analysis. Completion and updating of client fact find and suitability letter compilation. Creating portfolio recommendation relating to pensions, investments, life and mortgages...
A North East based Financial Services Practice is now looking to recruit an experienced IFA Sales Support Administrator or Paraplanner. Key job tasks could include the following: - Obtaining illustrations and portfolio valuations; - Inputting client data and information onto in house systems and WRAP; - Fund research, and portfolio analysis, creation of compliance/suitability reports; - Business processing;<br ...
Motor Personal Injury Claims Handler required to work for an insurance company based in Newcastle. A reputable insurance company now requires a Motor Personal Injury Claims Handler to join their expanding team. The role will involve handling insurance claims specifically relating to personal injury. You will treat each claim individually and assess liability in each case liaising closely with clients, other insurance companies, soli...
Motor Personal Injury Claims Handler required to work for an insurance company based in Newcastle. A reputable insurance company now requires a Motor Personal Injury Claims Handler to join their expanding team. The role will involve handling insurance claims specifically relating to personal injury. You will treat each claim individually and assess liability in each case liaising closely with clients, other insurance companies, soli...
Independent insurance company based in Nottingham have an exciting opportunity for a Commercial Account Handler. An opportunity has arisen for an experience Commercial Insurance Account Handler to join a reputable brokerage based in Nottingham. The successful candidate will be dealing with all types of commercial insurance, working closely with Account Executives on a designated bank of clients. This is an internal role ...
Our client, based in Manchester, is seeking a Commercial Account Handler who will be responsible for dealing with their own dedicated case load of existing clients as well as broking new risks to market in order to win business. You will handle a cross class commercial portfolio with premiums ranging from £1k-£100k+. By providing professional advice and guidance regarding insurance matters you will negotiate with insurers on y...
Corporate Account Handler sought to provide day to day efficient and accurate servicing and administration of clients' insurance programmes in accordance with procedures and performance standards. Responsibilities will include providing broking and administrative services to clients, including giving instructions to insurance providers, checking policy documents, handling premium invoicing, processing correspondence, renewals, quotations an...
Commercial Team Leader sought to lead a team of staff in such a way that they reach their maximum potential in terms of development, customer service and productivity. The role will involve setting targets and monitoring team performance, on a daily/weekly basis, to ensure that service standards are achieved and monitoring and reviewing individual productivity and accuracy to identify training needs and ensure that the team operates at maxi...
Experienced Account Executive sought to undertake a challenging role focussing on new business and servicing existing clients within the SME sector. The role will involve retaining existing clients through active client management and developing/securing new clients through business development activity and up-selling insurance products. The Account Executive will work within FSA rules and guidelines and follow the company's compliance poli...
This is a pure new business role. As a Commercial New Business Executive you will be responsible for prospecting and securing new commercial clients across the SME commercial sector and retaining existing clients through active client management. The role with involve growing revenue by up-selling and cross selling insurance products and making successful introductions to other services in the Group. Duties will include building and maintai...
A market leading and progressive Insurance Broker is looking to recruit a dynamic and ambitious self-starter as a Corporate Development Executive, to strengthen an established Corporate team. The remit will encompass a wide range of responsibilities, including managing client relationships, retaining existing business, developing of new business and growing a portfolio Corporate clients. If you have a success track record in your current po...
33 jobs matching this search were posted in the last week
Reporting to the Pricing & Product Manager, the successful individual will analyse the UK PL portfolios to ensure that the planned premium income and return on capital requirements are at least achieved. This role will include extensive liaison with other members of the UKGI Pricing & Underwriting Department and other areas of UK PL (for example, Finance, Business Change & IT, Operations, Marketing and Development). Key responsi...
6 month contract for an experienced Personal Injury Claims Handler/Fee Earner or Solicitor to join a specialist firm who deal with Pre and Post Litigated RTA files on a delegated authority basis from Insurance Companies across Europe. The role will be fast paced and pressured at times but the firm has a flexible approach and is regarded as one of the best firms to work in within the area. Experience in handling RTA Injury claims is e...
Personal Injury solicitor or qualified Legal Executive required for an in house claims managers role within this specialist international personal injury operation. The role will be to manage a caseload of defendant claims (predominately RTA but with a small amount of PL) from notification through to settlement on behalf of European insurers where incidents have occurred with foreign nationals within the UK boundaries. The role extends to a...
A Pensioneer Trustee house and Discretionary Fund Management Business are now seeking an experienced IFA who has extensive Pension knowledge within SSAS/SIPP and Pension Transfers to join their Cheshire base. With combined expertise and knowledge spanning over 60 years within the Industry my client are highly respected within their field. Having their own SSAS & SIPP products this enables my client to provide a professional and first cl...
Due to company growth, an exciting opportunity has arisen for an experienced Wealth Management Administrator to join a reputable financial services provider in York. Responsibilities will include answering the telephone and professionally dealing with clients and product providers, obtaining quotes and valuations, processing business and generally providing full all round support to a team of Independent Financial Planners. You will...
A new vacancy has arisen for a Personal Lines Sales Consultant to join a leading independent insurance specialist based within the Abingdon office. You will be responsible for handling inbound and outbound calls to both new and existing customers, providing new business quotations, renewal reviews and mid term amendments and you will check policy documents, (including endorsements) for accuracy prior to receipt by clients. In addition you w...
A new vacancy has arisen for a Personal Lines Sales Consultant to join a leading independent insurance specialist based within the Abingdon office. You will be responsible for handling inbound and outbound calls to both new and existing customers, providing new business quotations, renewal reviews and mid term amendments and you will check policy documents, (including endorsements) for accuracy prior to receipt by clients. In addition you w...
An opportunity has arisen for an experienced SSAS Administrator to join a small but busy SSAS and SIPP administration team. Main duties will include entering and maintaining data on the computerised SSAS Administration systems. You will be responsible for all administrative duties associated with SSAS including:- Scheme establishment, Contributions/transfers, Loans, Borrowing, Property purchase and sales, Pension payments, Accounts a...
A new vacancy has arisen for a Private Client Adviser to join a team of high net worth insurance advisers within a South West based General Insurer. You will immediately be expected to begin managing an existing book of business, handling customers at renewal and mid-term, and pro actively contacting customers throughout their policy term to ensure the continued suitability of their cover. Further to this there will be new business targets ...
Claims Handler required to handle Motor Personal Injury claims pro-actively and deliver a high quality claims service with an equally high focus on the delivery of excellent customer service. The role will involve the registration, investigation, negotiation and settlement of claims and will require you to liaise with underwriters to ensure the application of appropriate clauses, endorsements and conditions. It will be your responsibility t...
Local and long established Insurance Broker has an opportunity for someone looking to develop their insurance career to join a small team who are dedicated to serving predominately local area business. Cross class business including personal lines, commercial (package and SME) and some local leisure type business. The role will encompass all aspects of the process from dealing with new business enquiries, existing policy managements and mid...
Account Handler sought to join an existing team who focus on small commercial and scheme business within a larger organisation. The role will be to handle all aspects of the insurance cycle from new business enquiries, existing case management/policy alterations, and renewal review and retention. The types of business handled will include Property Owners, Leisure, Hotels and Guesthouses amongst other schemes. Experience within an ins...
