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.
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.
Posted by Your Resourcing Partner Limited • £23K/yr to £28K/yr
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
We are recruiting for a Financial Adviser Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
Please note that whilst previous experience in financial services administration is preferrable it is not essential, as full training on all areas shall be provided.
Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.
London / £27,500 Basic, OTE £60,000.
We offer a comprehensive range of products including Mortgage Products, Insurance Products, Protection Products, Bridging, Commercial, Development Finance, Equity Release, Business Protection, Commercial Insurance, and Sharia Compliant Home Purchase Plans.
Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry.
Our client is dedicated to providing a modern financial planning experience, combining personalised client service with cutting-edge financial technology.
They are expanding rapidly and are seeking a talented individual to join our team as an Operations Manager / Assistant to the Managing Director.
Posted by Lawes Consulting Group • £45K/yr to £50K/yr
Purpose of role
An excellent opportunity has arisen for an Account Advisor to join our clients Renewals team.
This is an exciting, fast paced wholesale role and a great opportunity for an experienced person to broaden their knowledge.
Key Duties
Provide timely responses to intermediary inquiries and ensure accurate documentation of all communications with agents, insurers, or other relevant business contacts.