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A new vacancy has arisen for a HNW Account Handler to join an insurance brokerage within the office based in Exeter. You will be responsible for preparing renewal schedules and contact client prior to renewal within compliance manual timescales.
A new vacancy has arisen for a Commercial Account Handler to join an insurance brokerage within the office based in Oxford. You will act as a broking assistant to a nominated account executive responsible for preparing renewal schedules and contacting clients prior to renewal.
Marketing Assistant required to work within a successful Independent Financial Advisor firm in South Cheshire. Excellent organisational skills are a main requirement for this role.
A new vacancy has arisen for a Marketing Assistant to join a firm of IFA's within the West Yorkshire Office. Providing assistance to the Head of Marketing you will provide invaluable support to the national marketing function.
Key Responsibilities: Business Submission: Completion of business submissions for life, pension and investments including EIS and VCT products. Ensuring protection applications submitted in a timely and accurate manner, ensuring all follow up actions are taken by the appropriate person whether it is the client, the general practitioner or product provider to ensure policies on risk as quickly as possible for the client.
Our client is seeking to recruit an Administrator to work within the GPP Administration Team to provide a full third party administration service for a range of clients in relation to their pension and protection benefits, and managing queries from employers, employees and insurers .
Claims operation based in Surrey is seeking a claims handler to work within their established team handling a portfolio of domestic major loss and HNW claims over £100,000. You will work closely with the adjusters and team manager, but also independently ensuring claims are settled within the terms of the policy.
TASKS:To type correspondence, complete forms and documents on behalf of Partners/Clients.To check work for spelling, typographical and grammatical errors and to ensure that all enclosures are included with correspondence.
Our client is currently recruiting for a Paraplanner and the successful candidate will work alongside a highly-qualified team of financial planners and administrative support. They are looking for a local individual with good technical knowledge across most areas of the market, ideally with a bias towards pensions.
One of the largest independent providers of insurance services based in the North of England has a vacancy for a Commercial Underwriter. The role is to be based either from the Darlington or Harrogate office.