Posted by Recruitment Solutions (Folkestone) Limited • £25K/yr to £29K/yr
A leading, reputable wealth manager currently requires an experienced Client Support Assistant / Administrator, to join it's vibrant and friendly team.
An extremely exciting career opportunity for a motivated and ambitious individual to develop, with the opportunity to ultimately get into advice.
An exceptional package with genuine career progression.
We are looking for an Assistant Paraplanner to support our Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.
RESPONSIBILITIES
Produce new business illustrations, using either our own or 3rd party software.
Obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing.
Posted by Lawes Consulting Group • £35K/yr to £45K/yr
As a Client Handler/Advisor, you will be responsible for delivering high-quality insurance products and related advice to High Net Worth individuals.
PURPOSE OF ROLE
We are seeking an experienced Personal Lines insurance professional with a passion for people and customer service to join our client's specialist High Net Worth team.
Reed Specialist Recruitment are proud to be representing one of the UK's leading Financial Advice networks, who are looking for a new Paraplanner to join their team in Chelmsford
Remote work is also available, with occasional visits to the Chelmsford office.
Main Duties and Responsibilities
To promote and always work towards our policy of delivery of Client Best Interest outcomes.
I'm working closely with a global leader who are looking to hire an Account Handler / Client Advisor to join their Birmingham team.
My client tells me that they are looking for a candidate with the best client relationship management skills, someone with cross class technical commercial insurance knowledge (Property, Casualty, Liability).
As one of the worlds largest insurance brokers you will be joining a business who can offer multiple opportunities for your career moving forward.
Either you are already an insurance advisor/account handler or you have experience within insurance administration and are now looking to move position.
The company specialises in a broad range of personal lines, general commercial insurance, and financial services solutions tailored to their client's business and personal requirements.
With your exceptional people skills, you will be looking to develop your career by joining a well-established and successful insurance business based in the heart of Leicester.
We are seeking a dedicated Customer Service Advisor to join our clients team.
In this role, you will be the first point of contact for our clients Broker relationships, managing a variety of enquiries and administrative tasks with a focus on first-time resolution and quality service.
Are you a proactive and organized individual with a passion for delivering exceptional customer service?