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.
Provide frontline support services to all servicing teams within the Customer Services Division regarding the processing of illustrations, applications, policy alterations and general enquiries from Customers and Advisers, analysing and vetting information provided to ensure it complies with legislation, internal policies and procedures, identifying outstanding requirements, obtaining and applying funds and liaising with Advisers.
Business Function
Our technology platforms and solutions are used by 70% of the FTSE 100, Government and other large corporates, particularly in banking, insurance and other financial services.
Equiniti is a leading provider of technology and solutions for complex administration and payments.
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.
Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
Our client is a modern, highly ethical and rewarding employer to work for.