My client, an insurance brokerage are seeking a highly organised and proactive Personal Assistant / Account Handler with a background in insurance to support the team, this is based from their Bromley office.
Key Responsibilities
Provide comprehensive administrative support to senior executives.
Work alongside the MD Sales support Manage and coordinate schedules, appointments, and meetings.
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.