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A new vacancy has arisen for a Paraplanner to join an well-established and progressive financial planning and investment company based in Newcastle upon Tyne. You will be responsible for preparing written advice and providing technical research services to a team of Financial Planners.
The role will involve compiling, processing and recording information relating to potential new claims, liaising with brokers, policyholders and third parties to ensure the facts of the claim are established in accordance with policies, procedures, regulatory requirements. You will Investigate, assess and evaluate claims, within limits of authority applying criteria to prevent loss and fraud and appointing suppliers and experts as required, updating relevant parties and meeting customer service standards.
London office of French loss adjusting practice requires an immediately available PA to support International Director based out of a City office. Traditional PA role will require you to provide a general administration function, but an essential part of the role will be to act as a link with the parent company in France, and therefore fluency in the French language is an essential pre-requisite.
A new vacancy has arisen for a Financial Services Administrator/Paraplanner to join a leading, independently operated financial services company within Newcastle upon Tyne. You will be responsible for dealing with new business administration for pension, protection and investments, together with acknowledgements and chasing for outstanding information.
Internal Account Manager sought to manage a panel of 65-80 Brokers through proactive telephone based contact and to support the Sales Manager. Key objective will be to profitably grow the account through development and strong relationship management, both internal and external, whilst delivering KPIs.
Working closely with the Compliance Manager, you will be responsible to audit client files, ensure that all procedures have been followed and documentation is in place, ensuring that clients have been given the right information and service. You will report into the Compliance Manager and also meet with various members of the broking/account handling team to make sure any errors are corrected in accordance with FCA guidelines.
A new vacancy has arisen for a Part Time Commercial Claims Handler to join a successful, well established independent broker based in West Yorkshire. You will be working alongside the Directors, Account Executives and Account Handlers in an internal role to provide a better service for the clients through the handling of claims and claims reviews etc.
A new vacancy has arisen for a Junior Claims Handler to join a successful, well established independent broker based in West Yorkshire. The role will involve assisting in a junior capacity, in the presentation, negotiation and settlement of claims.
An exciting opportunity has arisen for an experienced Lead Generator to join a friendly, thriving business that is pushing for growth having undergone structural changes in the latter half of 2017. The role will involve making outbound calls from a prospect database to generate quotes for in-house sales agents.
Independent Claims Management company seeking to expand their claims team to continue record of success and growth. As part of a supportive team, will manage new client claims and enquiries.