As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.
Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.
As Commercial Account Handler, you will be responsible for handling a wide range of cross-class commercial insurance risks, looking after an existing book of clients.
If so, a brand-new opportunity has become available for a Commercial Account Handler to join a successful long-standing and reputable insurance brokerage as part of their commercial team.
Are you an experienced Commercial Account Handler with strong technical knowledge across a range of products, seeking a new opportunity in the Bolton area?
As a fast growing MGA with multiple delegated authorities , we have a new opportunity available for a Senior Commercial Underwriter with previous UK based General Commercial Insurance experience in Commercial Combined , Package , Contractors , Tradesman's Liability and Property Owners.
As a Senior Commercial Underwriter, you will support the profitable development of a range of products through your own underwriting experience.
You will also be responsible for developing and maintaining good working relationships with a panel of brokers across the UK and identifying any new scheme or account expansion opportunities.
An award winning Independent Financial Advisers in Bury are seeking a new Client Services Executive to assist the team in providing administrative support to their advisers.
Their own Charitable Foundation helps support the community, and internally they provide training and support so that you can develop and progress within the business.
As a company they have just as much of a commitment to the community as they do their employees.
Are you looking to develop a long-term career within the insurance claims sector?
Our client is a leading name in the insurance industry, known for delivering exceptional service and building long-lasting relationships with their clients.
A fantastic new role has come to market for a Claims Handler working for an independent insurance brokerage in Bolton.