In this role, you'll manage a portfolio of affluent clients with premium levels ranging from £10,000 to £250,000.
Are you passionate about building strong relationships with high-net-worth individuals and crafting bespoke insurance solutions?
Join a thriving global insurance business that seeks a talented High-Net-Worth Account Handler to join their dynamic team of 9 in their beautiful office in Hatton, following the well-deserved retirement of a valued team member.
This is a role for you if you are an experienced advisor who is looking for a long term career with an established business, where you will earn a strong salary coupled with an attractive commission structure.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
This would be well suited to an individual with 12 months' experience as a Financial Adviser holding CAS status, enjoys growing their portfolio and has some transferable clients or methods to generate new business.
Our client is seeking a motivated Financial Adviser who is seeking opportunity to join a small IFA firm with ambitions to grow.
In return, the company would provide full support to help you flourish and achieve a healthy client portfolio.
The responsibilities of this role are comprehensive and varied, encompassing the management of the Sales Ledger, which includes the critical tasks of issuing invoices and overseeing aged debt to ensure a healthy cash flow.
Equally important is the handling of the Purchase Ledger, which demands precision in matching, coding, and resolving queries, as well as executing BACs payments with meticulous accuracy.
This particular opportunity in the Meriden area of Warwickshire offers a chance to become an integral part of a close-knit team, where each member's contribution is valued.