This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
We are seeking a highly motivated and detail-oriented Insurance Compliance Executive to join our client's dynamic team, a leading independent insurance broker that has been one of the best in the business for over 40 years!
The ideal candidate will be responsible for ensuring that the company's best practices, procedures, and policies comply with relevant regulations and laws, mitigating risks, and supporting the overall compliance framework.
This role offers the flexibility to work full-time or part-time, supporting both local and national operations, you will be fully office-based in their beautiful and bustling Bristol offices.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
An exciting opportunity awaits at one of the world's largest insurance brokers, ho are looking for a Professional Indemnity (PI) Insurance specialist to join them as a PI Client Executive.
You will work alongside the corporate team following up on their new business leads which they will pass over to you to address their clients PI insurance needs who are typically UK domicile businesses outside the FTSE 100.
Reporting into the Edinburgh office, but working in either Glasgow, Manchester, Edinburgh, Birmingham, Bristol, London, or Leeds on a hybrid basis (3 days in the office).
One of the UK's leading independent insurance brokers and employee benefits consultants has an opportunity within its expanding Group Risk team.
Associated responsibilities include; preparation of statements of advice-from fact find to presentation, managing databases/files to ensure compliance with local standards, planning and delivering client marketing activities, and coaching Client Service staff on generation of leads.
Will have responsibility for their portfolio of large corporate client schemes, whilst being accountable for maximizing retention and growth of large corporate client base.
Whilst these Underwriters benefit from a robust infrastructure, market-leading systems and processes, they do enjoy retaining the autonomy of a 'hands on' Underwriter, taking each risk on its own merit within the binder parameters laid down by insurer partners.
As a niche Managing General Agent holding both Lloyd's Coverholder and Broker Status, this firm is recognised as a market-leader across its chosen disciplines, and is renowned for being able to offer innovative solutions and adapt quickly to changes in a fast-paced market.
It has a flat-management structure, headed by a highly respected leadership team and is well-known for employing some of the most talented Underwriters in the market.
Posted by Capio Recruitment Insurance • £40K/yr to £60K/yr
About the Company
Our client is a thriving, forward-thinking insurance broker based in Bristol, offering exceptional career growth opportunities and hands-on development in insurance broking.
If you're looking for an environment that prioritizes employee progression, this is the perfect place for you.
General
Join a company committed to your success, with annual salary reviews, a comprehensive benefits package, performance-based bonuses, and the option for hybrid working.
Our client, a well established and successful employee benefits consultancy are currently seeking to recruit an experienced Healthcare Insurance Account Manager to provide an effective service to a portfolio of clients.
You will manage the day to day needs and demands of a client portfolio whilst helping maintain relationships with clients, providers and colleagues.
Candidates will be responsible for providing a first class administration service to clients including executing the renewal process for healthcare / PMI client schemes.
Posted by Premier Jobs UK Limited • £50K/yr to £75K/yr
Are you an experienced Financial Advisor near Bristol, seeking an employed job, based from home with quality leads and existing clients provided?
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.