The Account Handler will provide support to the Account Executive with running of the client portfolio, including setting up all appropriate actions required for contract renewal.
A highly regarded national broker are currently looking to add a Client Account Handler to their established team near Cardiff.
They seek a driven and motivated professional with previous commercial insurance experience to support the needs of a diverse and interesting group of clients.
Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
This hybrid-based Paraplanner job in South Rhondda Cynon Taf is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
In addition, they regularly provide cashflow modelling to their clients.
At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
This role is best suited to those who have 1 year of paraplanning experience, and ideally have their level 4 qualification.
Salary / Benefits: £28-£32K, depending on previous experience
Job Elements
Receipt and analysis of customer orders and forecasts for existing products and launch products;.
To act as the liaison between the customer and the factory, understanding and converting customer demand into production line plans ensuring "On Time In Full delivery".