Responding to Customer Queries about their insurance policies via phone, email and webchat.
General
Through full training and continuous coaching inhouse you will be given full in-depth FCA regulated industry knowledge and have all the tools necessary to help you personally grow your career with the business and service our customers with all complex queries.
You will only need to work 1 in 3 Saturdays 09:00 - 17:30.
We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers.
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses.
Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.
Our client is a leading financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice.
Based at the firm's brand new offices in Liverpool city centre, the Compliance Consultant's role will be to provide an effective and professional governance, advisory & oversight service - measuring compliance with UK regulations particularly in line with the FCA Conduct of Business Sourcebook, HMRC, ICO legislation.
As the company continues to grow, a requirement has arisen for an office-based Compliance Consultant to join its rapidly-expanding Compliance team.
Our client is a leading financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice.
Based at the firm's brand new offices in Liverpool city centre, the Compliance Consultant's role will be to provide an effective and professional governance, advisory & oversight service - measuring compliance with UK regulations particularly in line with the FCA Conduct of Business Sourcebook, HMRC, ICO legislation.
As the company continues to grow, a requirement has arisen for an office-based Compliance Consultant to join its rapidly-expanding Compliance team.
Your proven experience across Financial Lines will allow you to ensure professional and efficient management of all claims from first notification to settlement, and presenting claims MI.
We have an exciting opportunity for an experienced Commercial Insurance Claims Handler to join our Financial Lines Specialty Team based in Liverpool.
This role is very customer focussed, requiring you to provide an excellent claims service to our clients.
Due to progression require an addition Senior Wealth Planning Administrator to join a team of 12 Financial Advisors and approx.
Our clients are a highly regarding firm of Wealth Planners based in modern offices who work across the Northwest and beyond, providing clear, bespoke and impartial financial planning.
15 other back-office personnel which consist of Paraplanners and support personnel to support you.
A well established financial services company who are about to go through a highly profitable phase are looking for a Finance Director to develop and lead finance through this period.
The business will be looking to go through a sale in the future and this is an exceptional opportunity to lead the growth of the business and leading the business into a sale.