To handle liability claims in own right, within the scope of authority given.
General
To support and develop relationship with insurer, corporate and broker clients and their policyholders.
To add value by proactively managing liability claims for both injury (predominantly) and damage to T/P property, including investigation, negotiation and settlement, as licensed and in compliance with prevailing client requirements and service standards.
Are you an experienced Financial Adviser with a knack for providing tailored advice to individuals impacted by IR35 legislation changes?
Our client, a leading Independent Financial Adviser (IFA), is seeking a proactive and client-focused individual to join their team in Chorley, Lancashire.
Benefits
Employee owner share scheme (after 6 months) providing an additional tax-free £3,000 annually on average.
My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Key Tasks
Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.
Working across multiple European entities you will be involved in working with a variety of reporting channels, adding tighter controls with the international reporting and audit compliance.
Job Responsibilities for the Financial Controller (Reporting):
We are working exclusively with a large international organisation who need some urgent support with their Group Financial Reporting by recruiting a technically astute Financial Controller.
To provide a high?-?quality equity release advice service to existing and prospective clients and to promote Age Partnership as the premier provider of quality advice, within the parameters of the Financial Services Authority's rules and regulations.
£30,000 and £5,500 car allowance plus bonus scheme (up to 50% of salary).
Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Job Description
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.