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.
An experienced IFA Administrator is now required to join their well established, and friendly team in Nottingham.
Our client, a well-established Firm of Financial Planners are an independent, whole of market firm providing advice on Pensions, Investments, Family and Business Protection & Inheritance Tax Planning.
With excellent staff retention and very little need to recruit, this is a rare & exciting opportunity.
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.
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.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
We are seeking a meticulous and dedicated Financial Administrative Specialist to join our client's dynamic team.
In this vital role, you will be instrumental in supporting their financial planners and paraplanners by managing various administrative tasks essential for delivering top-tier financial services to their clients.
NJR are excited to be yet again partnered with a well established Wealth Management practice who have being helping their clients grow, protect and pass on their wealth for over two decades.
They pride themselves on being open, approachable and down to earth.
Posted by Tamsin Wheatcroft Recruitment • £30K/yr to £40K/yr
Overall objective
To manage a book of business of existing clients and develop a pipeline of new business, whilst continually looking for opportunities for cross-selling and up-selling relevant products in relation to commercial and personal insurances, whilst ensuring full FCA compliance.
Duties and responsibilities
Key Performance Indicators.
General
To generate revenue for the business and ensure a quality service is provided to all clients in accordance with their needs and requirements.