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One of the UK's most respected providers of Independent Financial Advice are now seeking an experienced and qualified IFA to join their Cambridge office. As an experienced and successful IFA you will provide Financial Advice on whole of the market regulated products including pensions, investments, IHT & protection.
A new vacancy has arisen for an Adviser to join an award-winning company of Independent Chartered Financial Planners within the Leeds office. You will be responsible for maintaining effective client relationships to provide excellent client service and quality advice.
A new vacancy has arisen within an insurance broker in Derbyshire for a Commercial Broker. The role will involve servicing a portfolio of commercial accounts.
A new vacancy has arisen for a Team Leader in Berkshire. The role will involve reporting to the Sales Manager.
A new vacancy has arisen in North Yorkshire for a Commercial Underwriter. Working within the Underwriting Department, the successful candidate will be required to deal with all general insurance products within the company's portfolio and demonstrate a strong aptitude for customer service.
Seeking an Insurer Placement Executive to support the growth of group income by supporting the placement of business with Strategic Partner Insurers. Assisting members GWP growth working with Members, Placement team and BDM's to identify opportunities, schemes, niches and case by case transfers.
National loss adjusting practice seek a Liability Desktop Claims Handler to handle a portfolio of employers and public liability losses on a cradle to grave basis. Working as part of the liability team you will be expected to deal with losses relating to personal injury.
Office Administrator sought to provide comprehensive administrative support to the Directors, Advisers and Paraplanners within the team to assist them in the on-going advice process for new and existing clients. Requirements of the role: - Correctly produce client valuations through Adviser Office and package them - Type reports and letters from electronic dictation - Store copies of all correspondence in Volume database and all relevant correspondence on paper files - Deal with post where required - Track work in progress using the activity management within Adviser Office - Obtain and store quotations from Exweb - Produce analysis through Analytics - Process both on-line and paper based new business applications including recording all relevant policy details and fees in Adviser Office Record details of new business and fees in paper based system.
A new vacancy has arisen for an Investment Administrator to join an expanding IFA practice within their Leeds office. The position is a 3 month fixed term contract and will involve providing back office and administrative support to the Groups discretionary investment management team and investment services division.
We are looking for a well organised, strong communicators to provide support to Financial Advisers in all aspects of client administration. Ideally you will have at least 2 years experience in the financial services industry preferably using Adviser Office (Avelo).