Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
We support all of our team in their own journey both professionally and on a more personal level.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
We support all of our team in their own journey both professionally and on a more personal level.
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.
Our client is a leading Independent Broker with a reputation of employing some of the most respected insurance professionals in the market they are now looking to add to their existing office an experienced Account Executive to Service and Existing Book of cross class Commercial Insurance Business
Commercial Insurance Account Executive - Book to take over
Our client is at the forefront of Commercial and Corporate Insurance broking
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve what they set out to.
We support all of our team in their own journey both professionally and on a more personal level.
Currently enjoying 20% year on year growth, and with plans to double in size over the next 5 years, this organisation is investing heavily in the growth of its broker distribution arm.
As a result of its strategic expansion, this newly-created role has arisen for an Account Director.
This is arguably the most exciting insurance company in the market right now.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Posted by IDEX Consulting Ltd • £30K/yr to £35K/yr
General
My client, a national, award-winning, financial planning and corporate advice provider is looking for an Senior Associate Client Servicing - DC Pensions based in their Edinburgh office.
Purpose of the job
To proactively help deliver administration services to a portfolio of clients.
To help the client deliver Client Services Proposition by providing a high-quality administration and support service to corporate pension clients and trustees and internal colleagues.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
This hybrid, IFA Administrator job near Reading is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead!
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.