An exciting new role has arisen for an Employee Benefits professional to join a Financial Services firm to assist with their EB Offering to a portfolio of clients.
The role will be to assist with Group Protection and Healthcare renewals, rebroking and claims to clear communications and preparing advice.
Main duties will include
Liaising with clients and benefit providers by telephone, e-mail and at meetings;.
Posted by Financial Divisions • £28K/yr to £32K/yr
Are you an adept Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
Posted by IDEX Consulting Ltd • £55K/yr to £65K/yr
General
A high performing Financial Planning organisation, who are currently undertaking an exciting growth cycle, are looking to bolster their team in Kent with an important Financial Advisor hire.
This particular opportunity is quite unique for the following reasons
You will be working closely with an extremely experienced Financial Advisor who has a large/high income portfolio of high net worth private clients.
You will inherit this established book of clients from day one so the key part of the role is developing and maintaining the strong relationships already forged by the outgoing Advisor.
Posted by Financial Divisions • £27K/yr to £32K/yr
Are you an adept Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.