As a Financial Planning Support, you will support the Financial Planning Team in a leading international professional services firm in achieving objectives in winning new clients and providing an outstanding service to clients.
You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients.
An exciting opportunity has arisen for an experienced Client Support Associate/Financial planning administrator to join the Business Support Team at one of the top IFA firms in the UK in our Poole offices.
In this role you will be responsible for handling commercial & corporate sized risks for prestigious clients across a range of industries and their cross class commercial insurance needs.
Your position as Commercial Account Handler (Broking Support) is an important role in providing technical, customer relationship and administrative support to a nominated Account Executive (AE) and the wider Alan & Thomas Team.
Overview
Alan & Thomas Insurance Brokers (part of Brown & Brown Europe) are an established Insurance Broker that consistently aim to deliver outstanding service to clients and an enjoyable working environment for our staff.
Delivering positive and effective maintenance of existing Broker relationships to add value and achieve targets.
General
To support the development of new Broker relationships to extend the footprint of the franchise and the commercial success of the business.
The purpose of the role is to establish effective relationships and business plans with Brokers to develop sufficient business to meet individual and franchise objectives.
This role will involve a variation of duties including:
An exciting opportunity has arisen for a senior Private Client Solicitor to head up a team and take the next step in their career.
The respected law firm in Dorset is seeking an accomplished, disciplined and client-focused Private Client fee earner to join the Private Client team in its Poole office as the Head of Department.
The Person: We are looking for a Diploma qualified Paraplanner, motivated by providing technical expertise and outstanding financial planning support to Financial Planners and in turn, an exceptional service to clients.
Are you an experienced Paraplanner, looking for a challenging and rewarding role working with a small visionary team that is committed to delivering a life changing financial planning service?
We are happy to consider candidates who are career Paraplanners, keen to remain in a technical support role, and candidates who would like to sit further exams, work towards becoming Chartered with the option to progress into financial planning in the future (training and support with exams will be provided).
We are pleased to be recruiting on behalf a leading specialist insurance company seeking to add to their successful intermediary and broker support function.
You will play an important role in enhancing relationships and successfully dealing with intermediary enquiries, updates and quotes.
Candidates will be responsible for building and developing relationships with brokers and supporting with health insurance quotations relating to SME clients.
Randstad Sourceright, a leading provider of RPO & MSP Recruitment Services is currently recruiting for a Customer Services Support Operator to work for a global leader in intelligent traffic solutions; they develop novel mobility options for cities, highway authorities and mobility providers.
The Role
Working as part of the team you will be dealing with customs import and export matters.