Overall Purpose of Job: To provide paraplanning services to the financial advisers. Major Responsibilities & Tasks: 1. Researching the most appropriate product • Using the company in house software and also external software to search the market for the most appropriate product • Discussing the research with the advisers and compliance • Saving all resea...
A smart and presentable candidate is sought for this supporting role within a thriving, buzzing and successful wealth management company. You will have experience of working within the financial services industry in a sales support role and happy to work some time on reception. You will be someone happy to 'muck-in' as required and may have ambition yourself to eventually become a Trainee Adviser (although not essential). If yo...
Excellent opportunity for anyone either in sales that wishes to become a Financial Adviser or that works in financial services currently and is frustrated in their role, such as a Sales Support or Paraplanner person. It is ESSENTIAL that you have commenced your financial services examinations working towards the Diploma and have a minimum of R01, but hopefully a couple more of the examinations under your belt. This wealth manag...
Job Purpose: 1. To assist with the underwriting and acceptance of risks in accordance with the groups delegated authority schemes. 2. To assist with the placing of business in accordance with the groups placement strategy. 3. To provide a technical referral point for business transacted via delegated authority schemes. Reports to: Moto...
This role is to assist with the development and delivery of the UK Property & Casualty underwriting strategy. This will include achievement of the agreed business plan, adherence with the department and companies underwriting guidelines to ensure the delivery of profitable results. You will be responsible for underwriting business on behalf of the Lloyd's Syndicate within personal underwriting authority and in accordance with key...
Our client has expanded their schemes product range and as such are now looking for good Development Managers to help promote and deal with the interest they are getting. In the first instance, they ideally want a team leader/manager from a insurance sales environment who perhaps is currently leading a sales team with the sales of personal lines and/or scheme products. They do need to be an technically strong as well as good at sale...
Well known UK Brokerage is looking to expand their commercial insurance team. The ideal candidate will have good knowledge of middle-market to corporate commercial insurances and preference will be given to candidates with some knowledge of professional indemnity insurances. The ideal candidate will have a minimum of 3/4 years commercial account handling experience and will have made progression with their CII exams. ...
Large Independent wholesale brokerage is seeking a candidate with a minimum of 2/3 years motor trade experience. Dealing with delegated motor trade facilities, the successful candidate will be advising on mid-term amendments and alterations to policies as well as dealing with new business and the placement of risks. The role will entail assisting the main Underwriter in accordance with the groups delegated authority schemes. Assis...
Large well known and respected city centre Manchester Brokerage is seeking to recruit a Commercial Account Handler with a minimum of four years commercial corporate experience. Experience of dealing with renewals and mid-term adjustments is a must and experience of new business broking would be helpful but is not essential. Dealing with your own portfolio of clients, you will work closely with the account executives and manag...
An exciting opportunity has arisen for a Client Service Advisor in our Corporate team based in Manchester. The primary responsibility of the role is to provide a high quality, innovative and profitable service in accordance with the client's needs and the agreed Scope of Service Agreement. As a Client Service Advisor your main responsibilities will involve: Working with Client Managers to ensure the highe...
This asset management company offers a broad range of services and their financial advice, investment management and self-directed services can be used separately or as an integrated service. Their financial advice and investment management services are provided by highly qualified professionals with a long experience of serving clients through different economic cycles. Their advice and investment capabilities have been recognised by a num...
This asset management company offers a broad range of services and their financial advice, investment management and self-directed services can be used separately or as an integrated service. Their financial advice and investment management services are provided by highly qualified professionals with a long experience of serving clients through different economic cycles. Their advice and investment capabilities have been recognised by a num...
Call Centre Team Leader - Inbound Sales is required for this specialist insurance broker that handles insurances for motorbikes, classic and modern cars, vans, and travel and home insurance. The role is in the call centre and they are seeking a driven individual who is looking for a managerial role within a challenging sales environment. The role will involve:- Managing performance of their team to ensure advisors are ...
Claims Team Leader is required for this specialist insurance broker that handles insurances for motorbikes, classic and modern cars, vans, and travel and home insurance. The role will involve:- Managing performance to ensure that the team is offering service experiences to customers whilst achieving targets. Development and performance management of staff including completion of effective team meetings, one-to-ones, ...
Excellent opportunity for a strong telesales person to join this small but specialist credit insurance brokers based near Harlow, Essex. You will be trained in all aspects of credit insurance, which is essentially an insurance cover that protects the client against non-payment by his customers. It is a niche area, but of interest to all companies, as the insurance protects their bottom line and profit and loss. The role will ...
