This role is instrumental in protecting our clients' money under the CASS 5 rules whilst providing an efficient and compliant service to our stakeholders.
The purpose of this role is to process and control accounting transactions relating to our clients' insurance policies.
General
This role profile is applicable to business areas such as Cash allocation, Bank reconciliation, Insurer & Bordereaux Reconciliation, Client, Insurer & Introducer Payments, Client & Insurer Money Calculations and Credit Control.
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Nottingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Closing date: 03-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
We offer accessible legal advice and support around later life issues without the jargon.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.
If you have high attention to detail, thrive in a customer centric and deadline driven environment, and want to develop your career within finance this could be a great opportunity for you.
Our Cash Management team is a key part of our Finance function and offers business support in both Cash Management and Treasury services.
Our professional service teams play a vital role in supporting businesses by providing specialised expertise and assistance for our brands.
Closing date: 17-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
We offer accessible legal advice and support around later life issues without the jargon.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.