My client has an open mind and will not only consider those from a commercial broker background, but also candidates who currently work at an insurer.
A leading independent insurance brokerage based in the Leamington Spa area are looking to hire a Commercial Account Handler to join their established and friendly team.
Ideally you will have cross commercial lines experience - property, casualty, liability.
Posted by THE OPENWORK PARTNERSHIP • £32K/yr to £35K/yr
Job Description
In this role, you'll work closely with our Senior Partner and Practice Administrator, providing high-quality technical support and enhancing our Wealth business processes.
We are committed to delivering outstanding service to our clients and providers, so professionalism and effective communication are paramount.
Join our esteemed family-run business and seize an exceptional opportunity to develop your career in a supportive and nurturing environment.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
Posted by Lawes Consulting Group • £35K/yr to £42K/yr
Purpose of role
As a High Net Worth Account Manager your role will involve managing a portfolio of high net worth and ultra-high net worth clients and providing them with tailored insurance solutions and top-notch service.
Our client seeks to hire an experienced Account Manager to join their specialist High Net Worth team.
This team is known for its dynamic, supportive, and experienced members who prioritise delivering excellent client service.
The Role: The company are seeking a Financial Planning Administrator to provide crucial support to their Advisers, ensuring efficient processing and management of client documentation.
About Us: Our client is a respected independent financial advice firm dedicated to helping clients make informed decisions across savings, investments, retirement planning, and mortgage and protection services.
Part of a National Financial Services group, the team in Leamington Spa are a close-knit team comprising 5 Financial Advisers, 2 Mortgage Advisers, and 13 support staff, committed to delivering a high level of service to our clients.