Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further...
My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.
The ideal candidate will have a minimum of two years' experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).
Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK
More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008.
Do you have outstanding telephony and customer service skills?
Experience of working in financial services is preferred, but administrators from other industries will be considered.
General Administration - supporting Paraplanners and Advisers with general administration, such as printing, filing and gathering information (from providers and clients).
An exciting opportunity has just been created for an administrator to join a national professional services firm at their Doxford International Business Park location.
This role profile is applicable to business areas such as Cash allocation, Bank reconciliation, Insurer & Bordereaux Reconciliation, Client, Insurer & Introducer Payments, Client & Insurer Money Calculations and Credit Control.
The Role
This role is instrumental in protecting our clients' money under the CASS 5 rules whilst providing an efficient and compliant service to our stakeholders.
The purpose of this role is to process and control accounting transactions relating to our clients' insurance policies.
You will put the customer at the heart of everything you do, utilising know your customer (KYC) and treating customers fairly (TCF) methodologies, handling claims in line with compliance, FCA regulations and business policies & procedures.
Join our dynamic and collaborative Claims team as a Motor Claims Handler!
We are on the lookout for skilled and seasoned experts to join our fast-paced Motor Claims team, where you will take responsibility for handling a portfolio of Motor Claims from first notification to settlement.