Are you an experienced Protection Advisor looking to team up with a mortgage company that has an abundance of leads and puts protection at the forefront of their business?
Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.
Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team.
This firm prides itself on providing an exemplary level of client service through getting to know each and every client.
Job Description
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join a highly regarded Chartered Financial Planning firm in Shrewsbury.
This position has come about as a result of a reallocation of clients (not due to an incumbent member of the team moving on), so the portfolio comprises longstanding and loyal accounts, including some previously held by the Regional MD, from whom you will receive a warm and detailed handover.
"We're not looking for sales machines here, and certainly no mavericks; we've a tried, tested and extremely efficient process - I want a high-quality, disciplined and organised insurance professional who can follow that process, and they'll reap the benefits", so says the Regional Managing Director of this global broking house.
Alongside not being burdened with punitive new business targets, another stand-out benefit to this role is inheriting a substantial portfolio of corporate accounts.
To support and develop relationship with insurer, corporate and broker clients and their policyholders.
To add value by proactively managing liability claims for both injury (predominantly) and damage to T/P property, including investigation, negotiation and settlement, as licensed and in compliance with prevailing client requirements and service standards.
Duties & Responsibilities
To handle liability claims in own right, within the scope of authority given.
Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.
Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team.
This position has come about as a result of a reallocation of clients (not due to an incumbent member of the team moving on), so the portfolio comprises longstanding and loyal accounts, including some previously held by the Regional MD, from whom you will receive a warm and detailed handover.
"We're not looking for sales machines here, and certainly no mavericks; we've a tried, tested and extremely efficient process - I want a high-quality, disciplined and organised insurance professional who can follow that process, and they'll reap the benefits", so says the Regional Managing Director of this global broking house.
Alongside not being burdened with punitive new business targets, another stand-out benefit to this role is inheriting a substantial portfolio of corporate accounts.