In this role, you will play a critical role in assessing and managing claims related to poor financial management within the financial advice sector.
Job Overview: We are seeking a highly organised and detail-oriented individual to join our team as a Claims Handler for a market leading Claims Management Company.
This role involves investigating claims made by consumers who believe they have been subjected to unfair ongoing management by their financial adviser.
MBF Recruitment are working with a prestigious National Wealth Management Organisation, dedicated to providing exceptional financial planning and wealth management services.
Their team in Knutsford is expanding, and we are seeking a diligent and versatile Financial Services Administrator to join them.
This role offers a fantastic opportunity to grow within a supportive and dynamic environment.
This is a dynamic role within our Health & Benefits line of business.
As an SME Employee Benefit Consultant, you will be part of our client management team, dealing with prospects and clients and managing their employees' risk and healthcare benefit policies.
The Role
Conduct monthly pre-renewal, renewal, and mid-term calls with existing clients regarding the insurance contracts managed by Willis Towers Watson (Wincham) Health & Benefits to secure contract renewals.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards.
General
My client is currently looking for an experienced IFA Administrator to join their team in Knutsford.
A fantastic opportunity for a candidate within the Contact Centre Team has arisen to work in Wealth, Health and Careers, to book New Business appointments for consultants.
They also provide a crucial role in cross selling to existing clients.
The Contact Centre Team nurture sales leads for Sales Associates to generate new business revenue.
Company Overview: Our client is a leading claims management company dedicated to providing exceptional support and guidance to individuals navigating various claims.
Our mission is to assist clients in efficiently and effectively managing their claims, ensuring they receive fair compensation and timely resolution.
They are committed to delivering unparalleled customer service and fostering trust and satisfaction among their clients.