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Key Responsibilities: Establish and achieve sales targets to achieve company profit targets Promote our SSAS product professionally and courteously with prospects, building the brand Identify, build and maintain strong relationship with IFA’s/intermediaries/accountants Provide technical support to IFA’s and intermediaries/accountants where required Appointment setting with IFA’s and professional connections maximising opportunities Be responsible for own personal development and being up to date with relevant legislation Provide M.I to managers and administrators creating good working relationships internally Produce support/marketing material to maintain and develop business opportunities.
A professional UHNW IFA Practice based in a beautiful location on the outskirts of Huddersfield are now seeking an experienced Administrator to join their team. This is an excellent opportunity for those seeking their first step into the Financial Services Industry and seeking a greater insight to the working of a professional IFA Practice with a UHNW Client base.
Experienced RTA/Personal Injury Paralegal sought by leading law practice in Liverpool. Key responsibilities include, but are not limited to: Giving supervised assistance on a case by case basis to the team; Managing a portfolio of defendant small claims and fast track motor property damage and injury claims; To continuously build relationships and drive improvement in the service delivery to clients; Dealing with caseloads from start to finish; Supporting the firm's values and policies in a professional manner.
Our client, a well respected insurance company, has a vacancy in the North East region for a Commercial Regional Underwriter. The role will involve developing portfolios of profitable Commercial Lines business through designated brokers agreed in conjunction with Broker Account Executives.
Our client is currently recruiting for a Paraplanner who will provide a complete research and report writing support service for Consultants within the branch, aiding them in the more highly skilled areas to ensure that the client receives a complete and comprehensive advice package. The role will be support for those Consultants who require Paraplanner service in the branch.
An established IFA Organisation with office throughout the UK have a new Sales Support Administration vacancy to work in their Leeds City Centre base. The Key purpose of the Sales Support Administration role will be to provide support to the Directors and Consultants.
An established IFA organisation with offices throughout the UK have a new Financial Services Administration role within their Leeds City Centre office. The key purpose of the Senior Financial Services Administration role is to provide a comprehensive administrative service to consultants.
A new vacancy has arisen for a Commercial Account Executive to join to join an established firm of insurance brokers based in the Newport area. Dealing with affinity partners and schemes, you will be responsible for a variety of tasks including dealing with new business, existing clients and underwriters handling general queries.
A new vacancy has arisen for an Insurance Sales Executive to join a global broking group within the Bristol Office. You will be responsible for generating leads for commercial insurance and professional indemnity covers over the telephone.
A new vacancy has arisen for a Commercial Account Manager to join a global broking group within the Bristol office. You will be responsible for the acquisition of commercial SME and Professional Indemnity business, through leads created by the company's marketing teams.