Your exciting role will revolve around handling claims for high-net-worth/ultra-high-net-worth individuals (including business-owners and celebrities), ensuring a smooth and efficient process from start to finish.
Are you an outstanding, dynamic and experienced claims handler looking for a rewarding new challenge that will allow you to fully unleash your drive and passion for providing exceptional client service?
Then don't miss this one-of-a-kind opportunity for a talented, client-focused, proactive and highly organised claims handler to join a leading Surrey-based international broker.
My client is a wealth planning firm in Leatherhead who I have met and placed staff with.
They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
Some of their clients have been with the business for over 10 years and they have built genuine relationships which go beyond just managing their financial affairs.
Our clients Private Client team assists high net worth individuals, non UK domiciles, professional footballers, sportspersons and entertainers with international and domestic tax planning and compliance.
International Private Client / Personal Tax: (Guildford)
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
Senior Financial Adviser - £75k - £90k basic salary plus bonus and benefits package - manage existing clients - Surrey based Chartered IFA
The company has been operating for over 30 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
My client is a wealth planning firm in Leatherhead/Dorking who I have met and placed staff with.
They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
Investment Administrator - £25k - £30k bonus, Full study support - Leatherhead/Dorking
You would be joining a growing team working with a range of clients including high net worth clients.
An award winning and Legal 500 Ranked Law firm is currently looking for a Senior Associate to join their well established Private Wealth Disputes team.
The team specialises in dealing with a range of trust, estate and family disputes.
An outstanding opportunity has arisen for an experienced Senior Sales Negotiator who has the flair, ability and skill to handle the premium value properties in and around the Cheam and Sutton areas.
The perfect candidate will be one who is ambitious; with charisma and gravitas and who wants to help grow and develop an already successful premium brand.
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.