Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
Join my client as a Portfolio Management Specialist and play a pivotal role in helping to drive their underwriting strategy, aligning it with business goals and risk appetite.
You'll bridge the gap between underwriting and actuarial teams, ensuring the portfolio thrives in both the short and long term.
Key Responsibilities
Portfolio Management: Implement and maintain a suite of portfolio management tools (WTW Radar, Power BI) to visualise and monitor performance, identifying risks and opportunities.
Posted by Lawes Consulting Group • £40K/yr to £50K/yr
Purpose of role
To design insurance programmes for the protection of the material assets and liabilities of clients and oversee their effective operation.To develop strong relationships with new and existing clients.Provision of high level professional advice to clients.To seek and secure new accounts and generate new business revenue.To identify cross selling and referral opportunities.
Successfully convert New business leads from initial client contact to close of sale.
Key responsibilities
To take ownership of client accounts, resolving queries and problems in a timely and efficient manner to avoid credit control, bad debt and insurer reconciliation issues.
PORT Enterprise solution helps our clients make quicker and more informed decisions by empowering them with the tools to define appropriate investment universes with benchmarks, successfully implement optimal investment portfolio strategies, easily and accurately measure portfolio risk and return, and streamline their overall investment management workflow.
The Implementation team is responsible for the full implementation of customers that will use Bloomberg's Portfolio and Risk solution (PORT) as well as Bloomberg's new ETF Primary Market solution (BSKT).
What's the role
PORT Enterprise implementations require detailed project plan creation, regular partner meetings and in-person client training.