INTRODUCTION Heat Real Estate is delighted to represent a leading commercial real estate firm with a strong presence both nationally and internationally. Renowned for its expertise in Commercial Real Estate, this firm has built a reputation for providing comprehensive advisory services to a diverse range of clients, including property developers, investment funds, REITs, corporate occupiers, and high-net-worth individuals. The firm's practice areas span across sectors such as Office, Retail, Industrial, Hospitality, and Mixed-Use Developments. As part of its ongoing growth strategy, there is an exciting opportunity for an experienced Partner to join the Commercial Real Estate practice in Glasgow. ROLE SUMMARY & REQUIRED BACKGROUND As a Partner in the Commercial Real Estate practice, your responsibilities will include: Leading and managing high-profile commercial real estate transactions, including acquisitions, dispositions, leasing, financing, and joint ventures. Providing strategic legal advice and guidance to clients, helping them navigate complex real estate matters and achieve their business objectives. Collaborating with other practice groups and Partners to drive business development efforts, including building and maintaining client relationships, and participating in industry events and networking opportunities. Mentoring and supporting the professional development of associates and junior team members within the practice. Contributing to the firm's thought leadership and market positioning. To thrive in this role, you should possess: A minimum of 10 years PQE with substantial experience in Commercial Real Estate. A proven track record of success in developing and managing client relationships, as well as growing a practice area. Exceptional legal expertise and problem-solving skills, with the ability to provide innovative solutions to complex real estate challenges. Strong leadership qualities and the ability to inspire and motivate a team. REWARD In return, our client offers a highly competitive reward model including profit-sharing incentives, and a comprehensive benefits package. The firm is dedicated to providing an unparalleled career development platform for its Partners, with opportunities for continued learning, leadership training, and participation in strategic decision-making at a Board level. NEXT STEPS To apply for this Partner role in Commercial Real Estate, please submit an updated version of your CV via the "Apply Now" link on this page. For a confidential discussion about this opportunity, or to explore other legal opportunities in Scotland, please contact Hugh Hardie or Dan Hazzard in our specialist legal recruitment division.
Dec 06, 2023
Full time
INTRODUCTION Heat Real Estate is delighted to represent a leading commercial real estate firm with a strong presence both nationally and internationally. Renowned for its expertise in Commercial Real Estate, this firm has built a reputation for providing comprehensive advisory services to a diverse range of clients, including property developers, investment funds, REITs, corporate occupiers, and high-net-worth individuals. The firm's practice areas span across sectors such as Office, Retail, Industrial, Hospitality, and Mixed-Use Developments. As part of its ongoing growth strategy, there is an exciting opportunity for an experienced Partner to join the Commercial Real Estate practice in Glasgow. ROLE SUMMARY & REQUIRED BACKGROUND As a Partner in the Commercial Real Estate practice, your responsibilities will include: Leading and managing high-profile commercial real estate transactions, including acquisitions, dispositions, leasing, financing, and joint ventures. Providing strategic legal advice and guidance to clients, helping them navigate complex real estate matters and achieve their business objectives. Collaborating with other practice groups and Partners to drive business development efforts, including building and maintaining client relationships, and participating in industry events and networking opportunities. Mentoring and supporting the professional development of associates and junior team members within the practice. Contributing to the firm's thought leadership and market positioning. To thrive in this role, you should possess: A minimum of 10 years PQE with substantial experience in Commercial Real Estate. A proven track record of success in developing and managing client relationships, as well as growing a practice area. Exceptional legal expertise and problem-solving skills, with the ability to provide innovative solutions to complex real estate challenges. Strong leadership qualities and the ability to inspire and motivate a team. REWARD In return, our client offers a highly competitive reward model including profit-sharing incentives, and a comprehensive benefits package. The firm is dedicated to providing an unparalleled career development platform for its Partners, with opportunities for continued learning, leadership training, and participation in strategic decision-making at a Board level. NEXT STEPS To apply for this Partner role in Commercial Real Estate, please submit an updated version of your CV via the "Apply Now" link on this page. For a confidential discussion about this opportunity, or to explore other legal opportunities in Scotland, please contact Hugh Hardie or Dan Hazzard in our specialist legal recruitment division.
We are working with a Chartered IFA in The City listed in the Top 10 Financial Advisers 2022 by FTAdviser, who is looking to recruit an Administrator to add to one of their top-performing adviser's pod.You will work directly with two Paraplanners and 1 Adviser who works with a large amount of high-net-worth clients. The team work very closely together and partake in lots of team and company wide socials, so team fit is key for this hire. Progression is available in the pod in the future when Paraplanners move up.They are looking for an experienced IFA / Financial Planning Administrator to step into the support role and be responsible for: Submitting new business internally and externally Monitoring 100% of client transactions Liaising with providers Meeting documentation prepration Supporting with client queries Creating management reports LOAs Using: Voyant/Cash Flow Planning/FE Analytics Benefits of the role include: Direct experience supporting a very successful Partner Competitive salary, will consider candidates between £30,000 - £40,000Hybrid working - once or twice a week in the officeTeam socialsPension Vitality HealthDiscretionary bonus If you are interested in this opportunity, please apply and one of our consultants will be in touch.
Dec 19, 2022
Full time
We are working with a Chartered IFA in The City listed in the Top 10 Financial Advisers 2022 by FTAdviser, who is looking to recruit an Administrator to add to one of their top-performing adviser's pod.You will work directly with two Paraplanners and 1 Adviser who works with a large amount of high-net-worth clients. The team work very closely together and partake in lots of team and company wide socials, so team fit is key for this hire. Progression is available in the pod in the future when Paraplanners move up.They are looking for an experienced IFA / Financial Planning Administrator to step into the support role and be responsible for: Submitting new business internally and externally Monitoring 100% of client transactions Liaising with providers Meeting documentation prepration Supporting with client queries Creating management reports LOAs Using: Voyant/Cash Flow Planning/FE Analytics Benefits of the role include: Direct experience supporting a very successful Partner Competitive salary, will consider candidates between £30,000 - £40,000Hybrid working - once or twice a week in the officeTeam socialsPension Vitality HealthDiscretionary bonus If you are interested in this opportunity, please apply and one of our consultants will be in touch.
The Client This is an exciting opportunity for a Senior IFA Administrator / Adviser Support to join a successful Financial Planning firm, based out of their state of the art Central London office.This firm focuses on ethical and sustainable advice, so the clients are varied and involves a lot of ESG investment work. You will work on a pod-basis with the Adviser and Paraplanner to ensure for a smooth client experience. The Opportunity During a period of key expansion, our client is looking for an Technical IFA Administrator / Adviser Support to provide a first-class compliant support service to the Chartered Financial Advisers of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. Working within a friendly, and close-knit, 'family style' team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team, helping them grow and develop.Study and exam support is strongly supported.Role Duties include: Provide daily administrative support to two established financial advisers and their paraplanners Help to maintain the client database, processing new business Implementing advice given to clients Be able to assist and contribute to the development of the financial planning proposition, new processes, and systems within the team. Basic report writing Liaising with product providers and clients General office duties where required, for example answering the office phone line Adhere to and maintain knowledge of all applicable legislation, including relevant parts of the FCA Handbook. What's needed to be considered? Several year's experience working in an IFA Administrator position Confident with technical work such as preparing meeting packs, interpreting research Strong knowledge of financial products, particularly Pensions and Investments Team player, eager to share knowledge previously obtained as well as learn on the job Benefits Package: Matched Pension contribution Private Healthcare Discretionary annual bonus Remote Working Flexible working hours Company events Exam Support What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Dec 19, 2022
Full time
The Client This is an exciting opportunity for a Senior IFA Administrator / Adviser Support to join a successful Financial Planning firm, based out of their state of the art Central London office.This firm focuses on ethical and sustainable advice, so the clients are varied and involves a lot of ESG investment work. You will work on a pod-basis with the Adviser and Paraplanner to ensure for a smooth client experience. The Opportunity During a period of key expansion, our client is looking for an Technical IFA Administrator / Adviser Support to provide a first-class compliant support service to the Chartered Financial Advisers of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. Working within a friendly, and close-knit, 'family style' team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team, helping them grow and develop.Study and exam support is strongly supported.Role Duties include: Provide daily administrative support to two established financial advisers and their paraplanners Help to maintain the client database, processing new business Implementing advice given to clients Be able to assist and contribute to the development of the financial planning proposition, new processes, and systems within the team. Basic report writing Liaising with product providers and clients General office duties where required, for example answering the office phone line Adhere to and maintain knowledge of all applicable legislation, including relevant parts of the FCA Handbook. What's needed to be considered? Several year's experience working in an IFA Administrator position Confident with technical work such as preparing meeting packs, interpreting research Strong knowledge of financial products, particularly Pensions and Investments Team player, eager to share knowledge previously obtained as well as learn on the job Benefits Package: Matched Pension contribution Private Healthcare Discretionary annual bonus Remote Working Flexible working hours Company events Exam Support What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
The Client: This is a great opportunity for a driven Trading Underwriter to join a well-established Broker with a great atmosphere and a close-knit team feel. This is a chance to join a very well-respected and stable Insurer who pride themselves on offering their clients a quality service whilst creating long lasting relationships. The Opportunity: Our client is looking to consider candidates from a variety of Commercial Insurance classes who are confident in their ability to be able to manage accounts, ensure a great customer journey and have the skills to generate new business. You will be rewarded with a stable role with a company that treat their staff extremely well and have ambitious plans to grow. The company are prepared to equip the successful candidate with the correct tools to get the most out of their working day. What's needed for me to be considered? To be considered for the role of Trading Underwriter, candidates need to have a can-do attitude, a proven track record of working in a targeted environment and the ability to be able to build relationships. You will have a background in Commercial Insurance already and have experience working on a variety of premium sizes. What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your cv to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in voucher if we assist them in securing a new career.
Dec 19, 2022
Full time
The Client: This is a great opportunity for a driven Trading Underwriter to join a well-established Broker with a great atmosphere and a close-knit team feel. This is a chance to join a very well-respected and stable Insurer who pride themselves on offering their clients a quality service whilst creating long lasting relationships. The Opportunity: Our client is looking to consider candidates from a variety of Commercial Insurance classes who are confident in their ability to be able to manage accounts, ensure a great customer journey and have the skills to generate new business. You will be rewarded with a stable role with a company that treat their staff extremely well and have ambitious plans to grow. The company are prepared to equip the successful candidate with the correct tools to get the most out of their working day. What's needed for me to be considered? To be considered for the role of Trading Underwriter, candidates need to have a can-do attitude, a proven track record of working in a targeted environment and the ability to be able to build relationships. You will have a background in Commercial Insurance already and have experience working on a variety of premium sizes. What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your cv to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in voucher if we assist them in securing a new career.
The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Newcastle which provides a highly personalised financial planning service. The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. Key Responsibilities Preparation of existing client valuations/files for review meetings Processing new business submission for investments, pensions and protection Obtaining illustrations and product information from providers Liaising with clients, prospective clients and product providers by phone, email and post What's on offer? PMI DIS pension scheme onsite parking What's next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Client Services Administrator, Sales Support, Client Support, IFA Admin, Business Support, Wealth Administrator, Financial Planning, Financial Services, IFA, wealth management, Financial Advice, Financial Advisor, Financial adviser
Dec 19, 2022
Full time
The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Newcastle which provides a highly personalised financial planning service. The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. Key Responsibilities Preparation of existing client valuations/files for review meetings Processing new business submission for investments, pensions and protection Obtaining illustrations and product information from providers Liaising with clients, prospective clients and product providers by phone, email and post What's on offer? PMI DIS pension scheme onsite parking What's next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Client Services Administrator, Sales Support, Client Support, IFA Admin, Business Support, Wealth Administrator, Financial Planning, Financial Services, IFA, wealth management, Financial Advice, Financial Advisor, Financial adviser
Senior Paraplanner - £40,000 - £60,000 - City of London My client is a medium-sized, well-respected Wealth Manager and DFM that seeks to build a long-term, trusting relationship with their clients. They provide tailored financial planning advice in all areas to private clients and pride themselves on their level of technical knowledge, expertise and ability to find the best solutions for their clients. They are looking for a Senior Paraplanner (or experienced Paraplanner looking to step up) to assist with the provision of a high-quality, relationship-based service to clients focusing on structuring, funding and drawing from portfolios. You will part of a technical team and be actively involved in the back office process as a key member of a back office team. Key Role Responsibilities are: New client onboarding Attending client meetings as required Preparation of suitability letters and recommendation reports Conduct research on behalf of the Adviser Drafting advice in portfolio structuring reports Funding and drawing from portfolios: Report writing documenting the review of existing investments, pensions, ISAs and other investment types Dealing with client queries Provide all advice within a strict ethical and compliance framework Update back office systems What's needed for me to be considered? Level 4 Diploma qualified via the CII, or close to qualified Experience working in a service oriented IFA / wealth management company Experience in Pensions Transfers/IHT Planning/Trusts is desirable Ability to commit to 100% office based What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Job Synonyms: Technical Consultant, Financial Planning Assistant, Trainee Financial Planner, Associate Adviser
Dec 19, 2022
Full time
Senior Paraplanner - £40,000 - £60,000 - City of London My client is a medium-sized, well-respected Wealth Manager and DFM that seeks to build a long-term, trusting relationship with their clients. They provide tailored financial planning advice in all areas to private clients and pride themselves on their level of technical knowledge, expertise and ability to find the best solutions for their clients. They are looking for a Senior Paraplanner (or experienced Paraplanner looking to step up) to assist with the provision of a high-quality, relationship-based service to clients focusing on structuring, funding and drawing from portfolios. You will part of a technical team and be actively involved in the back office process as a key member of a back office team. Key Role Responsibilities are: New client onboarding Attending client meetings as required Preparation of suitability letters and recommendation reports Conduct research on behalf of the Adviser Drafting advice in portfolio structuring reports Funding and drawing from portfolios: Report writing documenting the review of existing investments, pensions, ISAs and other investment types Dealing with client queries Provide all advice within a strict ethical and compliance framework Update back office systems What's needed for me to be considered? Level 4 Diploma qualified via the CII, or close to qualified Experience working in a service oriented IFA / wealth management company Experience in Pensions Transfers/IHT Planning/Trusts is desirable Ability to commit to 100% office based What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Job Synonyms: Technical Consultant, Financial Planning Assistant, Trainee Financial Planner, Associate Adviser
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service based in Northampton. The Opportunity During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person's specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. What's needed? Over 10 years experience of Paraplanning Chartered through CII or working towards Experience of working with High Net-worth clients Benefits: Salary paying up to £60k with OTE over £70k Free Parking Free Office Gym Training + support 1 day off a fortnight with new flexible working scheme What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service based in Northampton. The Opportunity During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person's specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. What's needed? Over 10 years experience of Paraplanning Chartered through CII or working towards Experience of working with High Net-worth clients Benefits: Salary paying up to £60k with OTE over £70k Free Parking Free Office Gym Training + support 1 day off a fortnight with new flexible working scheme What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Dec 19, 2022
Full time
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service based in Northampton. The Opportunity During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person's specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. What's needed? Over 10 years experience of Paraplanning Chartered through CII or working towards Experience of working with High Net-worth clients Benefits: Salary paying up to £60k with OTE over £70k Free Parking Free Office Gym Training + support 1 day off a fortnight with new flexible working scheme What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service based in Northampton. The Opportunity During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person's specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. What's needed? Over 10 years experience of Paraplanning Chartered through CII or working towards Experience of working with High Net-worth clients Benefits: Salary paying up to £60k with OTE over £70k Free Parking Free Office Gym Training + support 1 day off a fortnight with new flexible working scheme What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Job Title: Senior Commercial Account Handler Salary: up to £35,000 Location: West Malling, Kent The Opportunity If you enjoy utilising your Commercial Insurance experience to help others this is a great role for you. We are currently working with a national insurance business who are actively seeking an experienced, dedicated and results driven Senior Commercial Account Handler to join their team. Focused on mentoring less experienced colleagues, sharing expertise in order to achieve, whilst ultimately putting the customer first. Provide a quality service, acquire optimal retention numbers and push for growth where appropriate. What's needed for me to be considered? Technical knowledge of Property, Casualty, Motor, Cyber, D&O and Professional Indemnity. Acturis experience Cert CII or working towards What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Job Synonyms: Commercial Insurance, Account Handler, Account Executive, Cert CII
Dec 19, 2022
Full time
Job Title: Senior Commercial Account Handler Salary: up to £35,000 Location: West Malling, Kent The Opportunity If you enjoy utilising your Commercial Insurance experience to help others this is a great role for you. We are currently working with a national insurance business who are actively seeking an experienced, dedicated and results driven Senior Commercial Account Handler to join their team. Focused on mentoring less experienced colleagues, sharing expertise in order to achieve, whilst ultimately putting the customer first. Provide a quality service, acquire optimal retention numbers and push for growth where appropriate. What's needed for me to be considered? Technical knowledge of Property, Casualty, Motor, Cyber, D&O and Professional Indemnity. Acturis experience Cert CII or working towards What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Job Synonyms: Commercial Insurance, Account Handler, Account Executive, Cert CII
Role: Financial Planning AdministratorLocation: City of LondonSalary: Up to £33,000 This is an award-winning financial planning and investment company that has an excellent reputation within the industry. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The Opportunity Due to growth, this company have an exciting opportunity for an experienced financial services administrator (IFA Administrator) to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. You will benefit from working with a highly experienced team in an environment that provides industry-leading training & development and exam support towards chartered status. This firm places a strong focus on diversity and inclusion. What's on offer? Discretionary Annual Bonus10% Employer Pension ContributionPrivate Medical InsuranceLife AssuranceAnnual Leave - minimum of 25 daysAdditional days off at ChristmasDiscounted gym membership What's needed for me to be considered? Previous experience within financial services - IFA, provider or bank, for exampleUnderstanding of the full financial planning & corporate advice processStrong communication skills What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.Synonyms: IFA Administrator, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory
Dec 19, 2022
Full time
Role: Financial Planning AdministratorLocation: City of LondonSalary: Up to £33,000 This is an award-winning financial planning and investment company that has an excellent reputation within the industry. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The Opportunity Due to growth, this company have an exciting opportunity for an experienced financial services administrator (IFA Administrator) to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. You will benefit from working with a highly experienced team in an environment that provides industry-leading training & development and exam support towards chartered status. This firm places a strong focus on diversity and inclusion. What's on offer? Discretionary Annual Bonus10% Employer Pension ContributionPrivate Medical InsuranceLife AssuranceAnnual Leave - minimum of 25 daysAdditional days off at ChristmasDiscounted gym membership What's needed for me to be considered? Previous experience within financial services - IFA, provider or bank, for exampleUnderstanding of the full financial planning & corporate advice processStrong communication skills What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.Synonyms: IFA Administrator, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory
Role: IFA AdministratorLocation: City of LondonSalary: Up to £33,000 This is an award-winning financial planning and investment company that has an excellent reputation within the industry. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The Opportunity Due to growth, this company have an exciting opportunity for an experienced financial services administrator (IFA Administrator) to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. You will benefit from working with a highly experienced team in an environment that provides industry-leading training & development and exam support towards chartered status. This firm places a strong focus on diversity and inclusion. What's on offer? Discretionary Annual Bonus10% Employer Pension ContributionPrivate Medical InsuranceLife AssuranceAnnual Leave - minimum of 25 daysAdditional days off at ChristmasDiscounted gym membership What's needed for me to be considered? Previous experience within financial services - IFA, provider or bank, for exampleUnderstanding of the full financial planning & corporate advice processStrong communication skills What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory
Dec 19, 2022
Full time
Role: IFA AdministratorLocation: City of LondonSalary: Up to £33,000 This is an award-winning financial planning and investment company that has an excellent reputation within the industry. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The Opportunity Due to growth, this company have an exciting opportunity for an experienced financial services administrator (IFA Administrator) to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. You will benefit from working with a highly experienced team in an environment that provides industry-leading training & development and exam support towards chartered status. This firm places a strong focus on diversity and inclusion. What's on offer? Discretionary Annual Bonus10% Employer Pension ContributionPrivate Medical InsuranceLife AssuranceAnnual Leave - minimum of 25 daysAdditional days off at ChristmasDiscounted gym membership What's needed for me to be considered? Previous experience within financial services - IFA, provider or bank, for exampleUnderstanding of the full financial planning & corporate advice processStrong communication skills What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory
A national broker is looking for an Underwriter to join their rural insurance team working within a Delegated Authority. The opportunity This is opportunity is for an Underwriter to join a specialist team. You may or may not already be familiar with rural insurance, however, an interest is essential. You will be working on a scheme and will be responsible for underwriting and placing new business for the sales team. You will be given any training needed on products, as well as supported progression and development throughout your career. This role is hybrid with 2 days from home and 3 days a week in the office, and free parking on site. What's needed for me to be considered? Insurance experience, ideally commercial or HNW Strong relationship management skills Cert CII or above would be beneficial but not essential Positive, can do attitude What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career! Job Synonyms: Client Technician, Account Handler, Broker, Commercial Broker, Client Adviser, Client Advisor, Sales, Insurance Sales, Customer Service
Dec 19, 2022
Full time
A national broker is looking for an Underwriter to join their rural insurance team working within a Delegated Authority. The opportunity This is opportunity is for an Underwriter to join a specialist team. You may or may not already be familiar with rural insurance, however, an interest is essential. You will be working on a scheme and will be responsible for underwriting and placing new business for the sales team. You will be given any training needed on products, as well as supported progression and development throughout your career. This role is hybrid with 2 days from home and 3 days a week in the office, and free parking on site. What's needed for me to be considered? Insurance experience, ideally commercial or HNW Strong relationship management skills Cert CII or above would be beneficial but not essential Positive, can do attitude What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career! Job Synonyms: Client Technician, Account Handler, Broker, Commercial Broker, Client Adviser, Client Advisor, Sales, Insurance Sales, Customer Service
We are working with a successful Insurance Broker in Cheltenham who are looking to add a Claims Manager to their successful business. Role The Claims manager is responsible for supporting customers through the end to end claims process. This will envolve dealing directly with insurers and customers both online and face to face. Some key accountabilities within this role will include: Handle claims on both a delegated and nondelegated basis Ensure an exceptional claim service is delivered to each and every customer. Provide a high standard of communications between all parties and operate to agreed deadlines and timeframes. Review and if necessary, challenge insurer decisions on liability and quantum. Build relationships with insurers, customers and colleagues. Ensure that the commercial manager is fully aware of all issues or complaints. Ensure that full compliance of our standards is maintained at all times. Customer records and claims files kept up to date and accurate. Claims resolved, paid and closed within reasonable timescales. What is needed for me to be considered for the role of a Claims Manager? Experience in providing specialist advice relating to commercial insurance claims. Must be qualified to a minimum of Cert CII. Accuracy and attention to detail. Ability to process work quickly and efficiently. Ability to prioritise work and meet deadlines. Excellent customer service skills. Excellent oral and written communication skills. Ability to gather and analyse information from the customer. Ability to identify and respond appropriately to both customers and insurers. What next? Apply today to be considered for this opportunity as a Claims Manager. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Job Synonyms: Insurance, Broker, Senior Claims, Claims Manager, Claims Executive
Dec 15, 2022
Full time
We are working with a successful Insurance Broker in Cheltenham who are looking to add a Claims Manager to their successful business. Role The Claims manager is responsible for supporting customers through the end to end claims process. This will envolve dealing directly with insurers and customers both online and face to face. Some key accountabilities within this role will include: Handle claims on both a delegated and nondelegated basis Ensure an exceptional claim service is delivered to each and every customer. Provide a high standard of communications between all parties and operate to agreed deadlines and timeframes. Review and if necessary, challenge insurer decisions on liability and quantum. Build relationships with insurers, customers and colleagues. Ensure that the commercial manager is fully aware of all issues or complaints. Ensure that full compliance of our standards is maintained at all times. Customer records and claims files kept up to date and accurate. Claims resolved, paid and closed within reasonable timescales. What is needed for me to be considered for the role of a Claims Manager? Experience in providing specialist advice relating to commercial insurance claims. Must be qualified to a minimum of Cert CII. Accuracy and attention to detail. Ability to process work quickly and efficiently. Ability to prioritise work and meet deadlines. Excellent customer service skills. Excellent oral and written communication skills. Ability to gather and analyse information from the customer. Ability to identify and respond appropriately to both customers and insurers. What next? Apply today to be considered for this opportunity as a Claims Manager. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Job Synonyms: Insurance, Broker, Senior Claims, Claims Manager, Claims Executive
A specialist insurance broker is looking for a Sales Advisor to join their growing team. The opportunity This is an opportunity for someone who prides themselves in customer service, to join a fast-paced team where you will be tasked in closing sales for specialist insurance policies. This role will be dealing with inbound calls of customers who have already registered with the company, so no cold calling is required. You will be trained on the specialist insurance products in order to give you the best chance to earn maximum commission on top of your basic salary. What's needed for me to be considered? Strong customer focus Confident individual Strong telephone manner Hard working Willing to learn What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!
Dec 15, 2022
Full time
A specialist insurance broker is looking for a Sales Advisor to join their growing team. The opportunity This is an opportunity for someone who prides themselves in customer service, to join a fast-paced team where you will be tasked in closing sales for specialist insurance policies. This role will be dealing with inbound calls of customers who have already registered with the company, so no cold calling is required. You will be trained on the specialist insurance products in order to give you the best chance to earn maximum commission on top of your basic salary. What's needed for me to be considered? Strong customer focus Confident individual Strong telephone manner Hard working Willing to learn What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!
A national broker is looking for a Claims Handler to join their rural insurance team.The opportunityThis is opportunity is for a Claims Handler to join a specialist team. You may or may not already be familiar with rural insurance, however, an interest is essential. You will have your own caseload of clients which you will handle their claims from cradle to grave, liaising with necessary third parties.You will be given any training needed on products, as well as supported progression and development throughout your career. This role is hybrid with 2 days from home and 3 days a week in the office, and free parking on site.What's needed for me to be considered? Claims experience, ideally farming, commercial or HNW Strong relationship management skills Cert CII or above would be beneficial but not essential Positive, can do attitude What next?Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!Job Synonyms: Client Technician, Account Handler, Broker, Commercial Broker, Client Adviser, Client Advisor, Sales, Insurance Sales, Customer Service
Dec 15, 2022
Full time
A national broker is looking for a Claims Handler to join their rural insurance team.The opportunityThis is opportunity is for a Claims Handler to join a specialist team. You may or may not already be familiar with rural insurance, however, an interest is essential. You will have your own caseload of clients which you will handle their claims from cradle to grave, liaising with necessary third parties.You will be given any training needed on products, as well as supported progression and development throughout your career. This role is hybrid with 2 days from home and 3 days a week in the office, and free parking on site.What's needed for me to be considered? Claims experience, ideally farming, commercial or HNW Strong relationship management skills Cert CII or above would be beneficial but not essential Positive, can do attitude What next?Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!Job Synonyms: Client Technician, Account Handler, Broker, Commercial Broker, Client Adviser, Client Advisor, Sales, Insurance Sales, Customer Service
Position: Senior Claims Broker - Property & Casualty Location: London (fully remote if preferred) Salary: £45,000 - £65,000 We have partnered with a leading Global Lloyds Broker who are looking for a dynamic individual that wants development opportunities in their career and to utilise their experience in a Senior Claims Broker position. The position fits within the Property and Casualty team and working across a range of global territories. The Opportunity You will join a forward-thinking company who pride themselves on delivering exceptional client service and results. The team is well established and offer an excellent collaborative environment. Progression is available for high performers. You will be Client/Market facing and must demonstrate the skillset required to excel in this function. What I need to be considered? Experienced dealing with Property and Casualty claims across a range of territories Experience using ECF, CLASS and Global Ability to undertake training and development courses as required Proven track record dealing with claims with the London Market What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career! Job Synonyms: Claims Broker, Senior Claims Broker, Claims Advocate, Claims Executive, Claims Manager, Claims Handler
Dec 13, 2022
Full time
Position: Senior Claims Broker - Property & Casualty Location: London (fully remote if preferred) Salary: £45,000 - £65,000 We have partnered with a leading Global Lloyds Broker who are looking for a dynamic individual that wants development opportunities in their career and to utilise their experience in a Senior Claims Broker position. The position fits within the Property and Casualty team and working across a range of global territories. The Opportunity You will join a forward-thinking company who pride themselves on delivering exceptional client service and results. The team is well established and offer an excellent collaborative environment. Progression is available for high performers. You will be Client/Market facing and must demonstrate the skillset required to excel in this function. What I need to be considered? Experienced dealing with Property and Casualty claims across a range of territories Experience using ECF, CLASS and Global Ability to undertake training and development courses as required Proven track record dealing with claims with the London Market What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career! Job Synonyms: Claims Broker, Senior Claims Broker, Claims Advocate, Claims Executive, Claims Manager, Claims Handler
Candidates will be responsible for the processing of new business, proactive ongoing client management, servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. This must be done in such a way as to ensure that the firm's client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, and operational effectiveness. Key responsibilities and accountabilities: • Responsible for administration within the IFA Client Services Team and providing support to the Paraplanners within the team. • Receiving and acting on instructions from advisers ad paraplanners following client meetings. • Maintaining actuate records using our internal back office system. • Creating and producing letters, reports and invoices. • Carrying out all tasks consistently, including processing new business in line with compliance procedures. • Obtaining illustrations and product information from providers • Liaising with clients and product providers on outstanding documents and queries. • Preparation of existing client valuations/files ready for review. • Process of new business. • Ensuring all client files are compliant on an ongoing basis. Relevant Skills and Experience • At least 3 years experience working in a Business Support role, for a financial planning organisation. • Experience in using computer-based management systems including Wrap/Platforms. • Computer literate, conscientious and excellent attention to detail. • Clear understanding of the financial planning process. • Excellent communication skills, both written and verbal • Able to work within defined business processes. • Ability to achieve agreed outcomes without supervision. • Prioritise your own workload and the workload of the Business Support team. • Ability to multi-task and prioritise effectively and assist in ad-hoc projects when required. • A good working knowledge of protection, pensions and investment products. • Proficient in using MS Excel, Outlook, Word and Intelligent office. Qualifications: • Ideally working towards a Level 4 Diploma qualified in financial planning • Good level of Investment and Pension knowledge. Personality: • Self-driven, results-oriented with a positive outlook. • A natural forward planner who critically assesses own performance. • Good understanding of compliance issues. • Reliable, tolerant, and determined. • Keen for new experience, responsibility and accountability. • Able to get on with others and be a team player. Salary/Benefits: • Competitive salary based on experience and qualifications. • 23 days of holiday • 4 x Death in Service Benefit • Employer Pension Contributions • Flexible working • Financial support to encourage study for further advancement within the business.
Dec 12, 2022
Full time
Candidates will be responsible for the processing of new business, proactive ongoing client management, servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. This must be done in such a way as to ensure that the firm's client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, and operational effectiveness. Key responsibilities and accountabilities: • Responsible for administration within the IFA Client Services Team and providing support to the Paraplanners within the team. • Receiving and acting on instructions from advisers ad paraplanners following client meetings. • Maintaining actuate records using our internal back office system. • Creating and producing letters, reports and invoices. • Carrying out all tasks consistently, including processing new business in line with compliance procedures. • Obtaining illustrations and product information from providers • Liaising with clients and product providers on outstanding documents and queries. • Preparation of existing client valuations/files ready for review. • Process of new business. • Ensuring all client files are compliant on an ongoing basis. Relevant Skills and Experience • At least 3 years experience working in a Business Support role, for a financial planning organisation. • Experience in using computer-based management systems including Wrap/Platforms. • Computer literate, conscientious and excellent attention to detail. • Clear understanding of the financial planning process. • Excellent communication skills, both written and verbal • Able to work within defined business processes. • Ability to achieve agreed outcomes without supervision. • Prioritise your own workload and the workload of the Business Support team. • Ability to multi-task and prioritise effectively and assist in ad-hoc projects when required. • A good working knowledge of protection, pensions and investment products. • Proficient in using MS Excel, Outlook, Word and Intelligent office. Qualifications: • Ideally working towards a Level 4 Diploma qualified in financial planning • Good level of Investment and Pension knowledge. Personality: • Self-driven, results-oriented with a positive outlook. • A natural forward planner who critically assesses own performance. • Good understanding of compliance issues. • Reliable, tolerant, and determined. • Keen for new experience, responsibility and accountability. • Able to get on with others and be a team player. Salary/Benefits: • Competitive salary based on experience and qualifications. • 23 days of holiday • 4 x Death in Service Benefit • Employer Pension Contributions • Flexible working • Financial support to encourage study for further advancement within the business.
A leading Insurance Broker who has seen continued growth is recruiting for an Claims Executive / Senior Claims Handler to help strength their claims service and manage their clients. You will aid clients through the claims process and ensure a high level of service is given. The brokerage has seen continued growth and development through their high level of service and technical expertise. They have gained a reputation from this and want to ensure they are bringing in technically qualified professionals to maintain this reputation. The job role includes but is not limited to the following; Managing the claims process from intimation to settlement or closure Communicating with Farmers, Loss Adjustors and Insurers Assisting in fair settlement of claims for all parties Monitoring the MI for the claims Diarizing and chasing claims where required Aptitude to understand basic insurance policies What we are looking for; Some experience in insurance and an interest in Agriculture or Horticulture Excellent attention to detail Good Organisation Strong work ethic An ability to work independently Computer literate What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career! Job Synonyms: Claims Handler, Claims Executive, Claims Broker, Commercial Claims Handler, Claims Advisor, Commercial Insurance
Dec 07, 2022
Full time
A leading Insurance Broker who has seen continued growth is recruiting for an Claims Executive / Senior Claims Handler to help strength their claims service and manage their clients. You will aid clients through the claims process and ensure a high level of service is given. The brokerage has seen continued growth and development through their high level of service and technical expertise. They have gained a reputation from this and want to ensure they are bringing in technically qualified professionals to maintain this reputation. The job role includes but is not limited to the following; Managing the claims process from intimation to settlement or closure Communicating with Farmers, Loss Adjustors and Insurers Assisting in fair settlement of claims for all parties Monitoring the MI for the claims Diarizing and chasing claims where required Aptitude to understand basic insurance policies What we are looking for; Some experience in insurance and an interest in Agriculture or Horticulture Excellent attention to detail Good Organisation Strong work ethic An ability to work independently Computer literate What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career! Job Synonyms: Claims Handler, Claims Executive, Claims Broker, Commercial Claims Handler, Claims Advisor, Commercial Insurance
Our client, an award-winning name within the financial sector, are seeking experienced Pensions Administrators to join their growing team.Applications are welcome from those with a minimum of 12 months pensions administration experience, within DC/ DB/ SIPPs, or from candidates with 2+ years admin experience gained within other areas of the financial services sector.You will be responsible for carrying out technical administration with regard to clients' pensions, many of whom are HNW. You will be speaking regularly to clients and third parties, such as IFAs and pension providers, and must be able to deliver an excellent service at all times. Applicants must be good team players, with excellent IT and communication skills.Hours of work are 37.5 hours per week, Mon-Fri 9am-5.30pm. The role is 100% office based.In return, our client are offering a competitive salary in line with experience and excellent opportunities to progress your career. In addition, you would receive a competitive benefits package including 25 days' holiday, life cover, private healthcare and a company pension.
Dec 06, 2022
Full time
Our client, an award-winning name within the financial sector, are seeking experienced Pensions Administrators to join their growing team.Applications are welcome from those with a minimum of 12 months pensions administration experience, within DC/ DB/ SIPPs, or from candidates with 2+ years admin experience gained within other areas of the financial services sector.You will be responsible for carrying out technical administration with regard to clients' pensions, many of whom are HNW. You will be speaking regularly to clients and third parties, such as IFAs and pension providers, and must be able to deliver an excellent service at all times. Applicants must be good team players, with excellent IT and communication skills.Hours of work are 37.5 hours per week, Mon-Fri 9am-5.30pm. The role is 100% office based.In return, our client are offering a competitive salary in line with experience and excellent opportunities to progress your career. In addition, you would receive a competitive benefits package including 25 days' holiday, life cover, private healthcare and a company pension.
This is a chance to join an established insurance provider with beautiful office space in central London. The culture is close knit and friendly, but professional and hardworking. They have a real focus on delivering a fantastic service for their clients. You will be joining a global brand that is well-known and will open doors that otherwise may be closed to you. The Opportunity: We are looking for a highly driven Financial Lines Underwriter to help bolster the existing team. Your role will make use of both your trading and technical skills and would be a great fit for those who are confident in their ability to be able to manage accounts, ensure a great customer journey and have the skills to generate new business. You will be rewarded with a stable role with a company that treat their staff extremely well and have ambitious plans to grow. The company are prepared to equip the successful candidate with the correct tools to get the most out of their working day. What's needed for me to be considered? Strong Financial Lines Underwriting experience including Professional Indemnity and D&O Knowledge of London Market Good organisational, customer service and negotiation skills The ability to work in a fast-paced environment What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Job Synonyms: Professional Indemnity, Financial Lines, Underwriting, Underwriter, PI
Dec 01, 2022
Full time
This is a chance to join an established insurance provider with beautiful office space in central London. The culture is close knit and friendly, but professional and hardworking. They have a real focus on delivering a fantastic service for their clients. You will be joining a global brand that is well-known and will open doors that otherwise may be closed to you. The Opportunity: We are looking for a highly driven Financial Lines Underwriter to help bolster the existing team. Your role will make use of both your trading and technical skills and would be a great fit for those who are confident in their ability to be able to manage accounts, ensure a great customer journey and have the skills to generate new business. You will be rewarded with a stable role with a company that treat their staff extremely well and have ambitious plans to grow. The company are prepared to equip the successful candidate with the correct tools to get the most out of their working day. What's needed for me to be considered? Strong Financial Lines Underwriting experience including Professional Indemnity and D&O Knowledge of London Market Good organisational, customer service and negotiation skills The ability to work in a fast-paced environment What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Job Synonyms: Professional Indemnity, Financial Lines, Underwriting, Underwriter, PI
The Client: This is a great chance to join a well-known brand with roots tracing back almost 100 years. This Property Consultancy has been responsible for large projects across the country including many in Bristol where the role is located. The Opportunity: The role of Property Administrator has the potential to be the first step in what could be a long-lasting career as this company is keen to expand their workforce and bring in new staff to help facilitate this. Due to the size of this company you will have a secure and stable role. This client is offering a competitive remuneration package and the opportunity to have a long and interesting career. What's needed for me to be considered? In order to be considered for this exciting opportunity, our client is looking for a candidate who has a strong background in commercial property management support. You will have a skillset comprising of strong administration with good communication and the ability to tackle any tasks given. You will have a good understanding of IT and be proficient with the latest versions of Microsoft Office. What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your cv to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in voucher if we assist them in securing a new career. Job Synonyms: Admin, Administration, Administrator, Office Manager, Office Assistant, commercial property management support, Residential Property
Dec 01, 2022
Full time
The Client: This is a great chance to join a well-known brand with roots tracing back almost 100 years. This Property Consultancy has been responsible for large projects across the country including many in Bristol where the role is located. The Opportunity: The role of Property Administrator has the potential to be the first step in what could be a long-lasting career as this company is keen to expand their workforce and bring in new staff to help facilitate this. Due to the size of this company you will have a secure and stable role. This client is offering a competitive remuneration package and the opportunity to have a long and interesting career. What's needed for me to be considered? In order to be considered for this exciting opportunity, our client is looking for a candidate who has a strong background in commercial property management support. You will have a skillset comprising of strong administration with good communication and the ability to tackle any tasks given. You will have a good understanding of IT and be proficient with the latest versions of Microsoft Office. What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your cv to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in voucher if we assist them in securing a new career. Job Synonyms: Admin, Administration, Administrator, Office Manager, Office Assistant, commercial property management support, Residential Property