This role involves collaborating with brokers, assessing risks, providing new business quotations, and maintaining strong business relationships.
You will become part of a thriving organisation that consistently delivers excellent underwriting results for its A-rated Insurer partners.
We have two exciting opportunities to join a specialist MGA, based in Leatherhead, with expertise in the Not for Profit, Faith, Education, and Recruitment sectors.
Posted by Financial Divisions • £70K/yr to £90K/yr
Financial Planner - servicing role, managing existing HNW clients from CEO (£600k - £8m per case) - £70k - £90k basic salary plus bonuses on new business
My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with.
They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London.
It's an exciting time to join us and bring your expertise as we enhance our digital offerings, continue growing and continue to develop within existing and new markets.
Why work for us
You have a track record of achieving measurable results through implementing Lean Six Sigma.
You're strategic, analytical and have an eye for detail in processes, identifying inefficiencies and facilitating the development of solutions.
Are you a driven and motivated Financial Planner looking for an exciting career opportunity?
We are currently recruiting Financial Planners for a leading Financial Advisory practice in the UK, serving clients in London and the South East.
In a tough market, some exceptional clients continue to grow their AUM year on year and a as result, are seeking to recruit motivated individuals with a vision for their long term future.