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.
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.
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.
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.
A Chartered Certified Accountants firm based in Farnham, Surrey providing accountancy, tax, and business development advice and services to individuals, start-up companies, small businesses, and companies and organisations of all sizes.
Their aim is to improve their clients' financial performance and save them money in the process.
A key client of ours whom we 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.
Initially you will be responsible for establishing meaningful relationships with these clients, via face-to-face meetings where possible.
Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
Their mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety.
They want everyone who works there to be proud, and to derive fulfilment and meaning from their work.
This firm is a Top 100 accountancy practice who provide expert solutions for entrepreneurial businesses and private individuals globally.
They invest in their teams of high-quality specialists who work with the best-in-breed technology to create value for our clients which exceeds expectation.