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Our client, a professional Retirement Planning Specialist has a vacancy in Leeds for a Broker Support/Administration Assistant. The role will involve working closely with the Team Manager and Underwriters to ensure cases are progressed through to completion within SLA's.
Our client, a professional Retirement Planning Specialist has a vacancy in Leeds for a Mortgage Underwriter. The role will involve assisting the Administration and Underwriting Manager in ensuring that the administration and underwriting functions of the organisation operate effectively and efficiently and in ensuring that all business written complies with the Company's and the Lender's criteria.
The role will involve providing full administrative support to the Adviser & other employees. Processing and monitoring of new and existing business; protection, pensions and investments etc.
A new vacancy has arisen within this professional Retirement Planning Specialist for a Broker/Sales Support to be based in Leeds. The role will involve working closely with the Team Manager and Underwriters to ensure cases are progressed through to completion within SLA's.
Specialist provincial broker has a vacancy in Leeds for a Team Leader. The role will involve developing and promoting the effectiveness of an operational team.
An opportunity has arisen at a leading IFA in the North West to support the Corporate Director on the delivery of pension services against agreed service agreements to their Corporate clients. Their Corporate clients range from between 35 to 500 member GPPs.
Working from a home base dealing with domestic losses up to £100,000 on a cradle to grave basis, you will be expected to visited policyholders in their homes to discuss their claim. You will be expected to assess any claim, which could be buildings or contents loss and agree a way forward with the policyholder towards settlement.
National adjusting practice is seeking an additional liability claims handler to work within a small team of handlers. You will be responsible for handling a portfolio of employers and public liability losses, including injury losses.
Diploma level Paraplanner sought to provide support service to Consultants for all private and corporate client advice. The role will involve providing analysis and reporting in respect of pensions and investment portfolios, including SIPP drawdown and paraplanning for clients' needs, including product and provider research, solution design and producing concise and accurate letters and reports and other compliance support materials.
A fantastic opportunity has arisen for a Mortgage Paraplanner to join an expanding mortgage practice based in Leeds. Following detailed discussions with the mortgage adviser regarding clients situation and objectives, you will then source the best deal and conduct the relevant affordability assessments as well as ensuring it fits with all other criteria.