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A new vacancy has arisen for a Compliance Officer/Supervisor to join an expanding firm of IFAs based in South Yorkshire. The role is to work on a part-time basis (16-20 hours per week).
Responsibilities will involve providing the highest level of project management support ensuring that project deliverables/required outcome are achieved. Communicating with clients/prospects developing an understanding of client/prospect's business including financial performance, objectives, market perception, products and services, management structure and key personnel.
HNW Account Handler sought to grow revenues by developing new and retaining existing business; focusing upon efficient acquisition, retention and satisfaction of clients, built upon excellent service and specialist product knowledge. Key responsibilities for the Account Handler will involve; Inform clients of suitable products, producing quotations and placing cover Balance service excellence with productivity and profitability Negotiate renewals considering available markets (including rebrokes) Contact all sales leads within agreed period of time Convert an agreed proportion of leads and retain an agreed proportion of clients Ensure your team perform to designed KPI's Grow the client worth under management and develop new business opportunities Respond promptly and efficiently to client instructions request and enquiries at all times Deal with claims in a timely manner Produce quotations for mid-term adjustment / re-brokes and place cover for the client Conform fully with operational policies, processes and proceduresMaintain accurate records and produce relevant documentation Developing excellent relationships with all stakeholders and clients.
Award winning IFA firm with an excellent reputation for creating impartial financial solutions for both individuals and companies looking for a Financial Adviser for their office in Reading. The Role The role will be suitable to someone who has experience of working as a Financial Adviser in Pensions & Retirement Planning within financial services, or an IFA or Insurance Company.
Our client, an independent brokerage in Leeds has a vacancy for a Motor Broker. The role will involve providing a broking service to existing and potential clients in respect of their motor insurance needs, both single and fleet risks including private motor, motorcycle, commercial vehicle and legal expenses policies.
As a Commercial Underwriter you will hold responsibility for providing new business quotations on request by telephone, email and post. You will assess the risk and negotiate terms, ensuring adherence with the departments service standards.
Claims operation based in Harrogate is seeking a Liability claims handler to work within their liability unit. You will be expected to handle a wide variety of Employers & Public Liability claims from first notification through to final settlement.
An exciting opportunity for a skilled/experienced Financial Services Administrator to join a well-established fast-paced IFA practice - supporting a Managing Director (Chartered status) whilst working within an administration team. The practice provides advice to high net worth individuals, company directors and corporate investors.
Business Development Consultant sought to support the achievement of required volumes of business written (new and retention), generation of new business lead opportunities and all corporate KPIs and targets for new business development, mix of business and existing business retention. Accountabilities Support delivery of all sales plans - maintaining existing and developing increased new business levels from Authorised Intermediaries.
Established IFA looking for a full time highly motivated PA/Administrator with a friendly, confident manner who has the ability to ensure work will be handled with discretion and confidentiality. Candidates must have previous experience in a Financial Services background and have a proven ability to work under pressure, prioritising demanding workloads.