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Oxfordshire
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If you or anyone that you know are interested in becoming a part of our growing community as our Client Services Executive get in touch and click ‘APPLY’ today or email us via . * Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business - This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do. * Relationship Management – Work with advisers to e
If you or anyone that you know are interested in becoming a part of our growing community as our Client Services Executive get in touch and click ‘APPLY’ today or email us via . * Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business - This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do. * Relationship Management – Work with advisers to e
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Mortgage Administrator / Financial Services Client Services Associate
Mortgage Administrator / Financial Services Client Services Associate
AWD Online
B2, Birmingham
From £25,000 to £35,000 per annum + Benefits
An excellent opportunity for an experienced Mortgage Administrator / Financial Services Client Services Associate to join a growing and award-winning financial services organisation, supporting brokers and ensuring clients receive an exceptional level of service throughout their mortgage journey. We have a fantastic new job opportunity for a Mortgage Administrator / Financial Services Client Services Associate who is motivated, detail-oriented and committed to delivering outstanding client service within the mortgage and finance industry. As a Mortgage Administrator / Financial Services Client Services Associate you will play a key role in managing mortgage applications from submission to completion, supporting advisers and maintaining a high standard of accuracy and client communication. The successful Mortgage Administrator / Financial ...
An excellent opportunity for an experienced Mortgage Administrator / Financial Services Client Services Associate to join a growing and award-winning financial services organisation, supporting brokers and ensuring clients receive an exceptional level of service throughout their mortgage journey. We have a fantastic new job opportunity for a Mortgage Administrator / Financial Services Client Services Associate who is motivated, detail-oriented and committed to delivering outstanding client service within the mortgage and finance industry. As a Mortgage Administrator / Financial Services Client Services Associate you will play a key role in managing mortgage applications from submission to completion, supporting advisers and maintaining a high standard of accuracy and client communication. The successful Mortgage Administrator / Financial ...
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Income Protection & Life Assurance / Subsidised Private Health Insurance * Knowledge or experience within Private Medical Insurance * Recommend suitable insurance products from top UK providers £35,000 + uncapped monthly commission (50k OTE in 1st year) Cheltenham * Are you motivated to succeed, and a cut above the rest in terms of sales achievements? * Do you want to join a company where hard work is rewarded with money, progression and a fantastic list of extra benefits * Were looking for the most talented salespeople in Cheltenham to join a brand-new office in Cheltenham for one of the UKs top financial services companies * £35,000 basic, full time permanent role, Monday to Friday * Monthly commission, uncapped with realistic earning potential of 50k in first year, 70k and beyond once established in role * Regular
Income Protection & Life Assurance / Subsidised Private Health Insurance * Knowledge or experience within Private Medical Insurance * Recommend suitable insurance products from top UK providers £35,000 + uncapped monthly commission (50k OTE in 1st year) Cheltenham * Are you motivated to succeed, and a cut above the rest in terms of sales achievements? * Do you want to join a company where hard work is rewarded with money, progression and a fantastic list of extra benefits * Were looking for the most talented salespeople in Cheltenham to join a brand-new office in Cheltenham for one of the UKs top financial services companies * £35,000 basic, full time permanent role, Monday to Friday * Monthly commission, uncapped with realistic earning potential of 50k in first year, 70k and beyond once established in role * Regular
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Paraplanner Location - Fully Remote - Are you an experienced Paraplanner looking for a varied and interesting role with a highly successful St. James's Place Partner Practice? As the Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team who ensure all business is accurately processed and systems are correctly updated. Paraplanner Requirements * You should be an experienced Paraplanner with great report writing skills - Salary - £46,000 - £50,000 pa - Hours - 9.00am-5.00pm - The Practice is very established and prides itself on offering a first-class servi
Paraplanner Location - Fully Remote - Are you an experienced Paraplanner looking for a varied and interesting role with a highly successful St. James's Place Partner Practice? As the Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team who ensure all business is accurately processed and systems are correctly updated. Paraplanner Requirements * You should be an experienced Paraplanner with great report writing skills - Salary - £46,000 - £50,000 pa - Hours - 9.00am-5.00pm - The Practice is very established and prides itself on offering a first-class servi
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As a Money Adviser, youll provide tailored, specialist money advice to clients. Were now looking for Money Advisers?to join our? Training to become a Money Adviser is challenging and also staying up to date with new legislation in this arena is important, therefore you need to be willing to manage your own development during and outside working hours. Please send us your CV and a short cover letter (max 500 words) outlining how you meet the criteria in the job description and why you would be a great Money Adviser. National Debtline is an award-winning free debt advice service run by the Money Advice Trust, an independent charity founded in 1991 to help people across the UK to tackle their debts and manage their money with confidence. At Money Advice Trust, were passionate about making a positive difference.
As a Money Adviser, youll provide tailored, specialist money advice to clients. Were now looking for Money Advisers?to join our? Training to become a Money Adviser is challenging and also staying up to date with new legislation in this arena is important, therefore you need to be willing to manage your own development during and outside working hours. Please send us your CV and a short cover letter (max 500 words) outlining how you meet the criteria in the job description and why you would be a great Money Adviser. National Debtline is an award-winning free debt advice service run by the Money Advice Trust, an independent charity founded in 1991 to help people across the UK to tackle their debts and manage their money with confidence. At Money Advice Trust, were passionate about making a positive difference.
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Insurance Administrator
Insurance Administrator
i2i Independent Recruitment Consultancy Ltd
Marle Hill, GL50 3SH
Up to £35,000 per annum
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Insurance Support Assistant - Must haves to be an Insurance Support Assistant - Nice to haves to be an Insurance Support Assistant - Previous Insurance experience specifically within Household would be hugely beneficial - Strong knowledge of insurance operations, products, and the industry - Cheltenham £30,000 - £35,000 - Flexible hours and hybrid working - Annual discretionary bonus scheme - Pension employer pension contributions of 9% Life Assurance 6 x salary - Health Cash Plan up to family level cover - Group Income Protection scheme - Claim back up to £1,000 per year per employee for health screen - 25 days holiday per year - 3 days paid Christmas Leave per year - You must be someone with an aptitude for learning and happy to manage a large workload, efficiently and effectively -
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Legal Contracts & Accounts Administrator
Legal Contracts & Accounts Administrator
Oakley Recruitment
Bromsgrove, Worcestershire
£26,000 per annum
This is an excellent opportunity to join the team as a Legal Contracts Administrator on a full-time permanent basis. * Reviewing legal contracts for accuracy, fairness, and clarity * Previous experience in a contracts, legal, finance, or operations role is advantageous * Writing policies and internal contracts * Supporting simple contract negotiations with guidance from the senior team * Updating internal systems with contract status, terms, and relevant deadlines * Tracking deadlines, payment dates, and contract details accurately * Ability to manage multiple contracts and deadlines effectively - Oakley Recruitment is working in partnership with an expanding organisation based in the Bromsgrove area.
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Billing, Collections and Retention Specialist
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SF Recruitment (Birmingham)
West Midlands
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Billing, Collections & Retention Specialist We're hiring on behalf of a dynamic, growing UK business that's looking for a Billing, Collections & Retention Specialist to join its Finance Operations team. This is a hands-on role covering billing, collections, renewals, and customer service. You'll play a key part in ensuring customers are billed correctly, payments are collected on time, and relationships are maintained positively throughout the customer lifecycle. * Act as a main point of contact for billing and renewals queries. * Support customer retention through proactive renewals and dispute resolution. * Create and issue invoices and credit notes accurately and promptly. * Manage overdue payments and maintain strong cashflow through effective credit control. * Complete account reconciliations and assist with financial reporting. * Previous experience in billing,
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IFA Client Services Executive
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Bromsgrove, Worcestershire
From £30,000 to £36,000 per annum
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This is an excellent opportunity to join the team as a Client Services Executive on a full-time permanent basis - They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Youll be someone who takes real pride in delivering an exceptional service experience, building strong relationships, and ensuring clients always feel valued and supported. * Delivering excellent customer service and maintaining strong relationships with advisers, clients, and support teams * Experience within a Financial Services IFA support role - Our client fosters a dynamic and professional culture that is both welcoming and
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Are you an experienced Mortgage Advisor looking to take your career to the next level with a reputable firm? * Proven experience as a Mortgage Advisor, ideally with whole-of-market or multi-lender exposure. We're looking for a driven and customer-focused individual to join our clients mortgage team in Birmingham, offering a fantastic opportunity to earn uncapped commission with a realistic OTE of £75,000+. * Provide expert mortgage and protection advice tailored to individual client needs. * Guide clients through the full mortgage process, from initial consultation to completion. * Maintain up-to-date knowledge of the mortgage market, lenders, and compliance regulations. * Strong understanding of mortgage products and current industry regulations. Up
Are you an experienced Mortgage Advisor looking to take your career to the next level with a reputable firm? * Proven experience as a Mortgage Advisor, ideally with whole-of-market or multi-lender exposure. We're looking for a driven and customer-focused individual to join our clients mortgage team in Birmingham, offering a fantastic opportunity to earn uncapped commission with a realistic OTE of £75,000+. * Provide expert mortgage and protection advice tailored to individual client needs. * Guide clients through the full mortgage process, from initial consultation to completion. * Maintain up-to-date knowledge of the mortgage market, lenders, and compliance regulations. * Strong understanding of mortgage products and current industry regulations. Up
Customer Service Representative
Customer Service Representative
WALLACE HIND SELECTION LIMITED
Twyford, WR11
Basic Salary to £26k + 22 Days Holiday + Pension + Annual Performance
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JOB DESCRIPTION: Sales Administrator, Customer Service Administrator, Customer Service Representative - Industrial supplies, industrial consumables - Reporting to our Customer Service Team Leader, and joining our team of 10 Customer Service Representatives, you'll play a crucial role in keeping our sales office running smoothly and providing a seamless Customer Experience that our customers have grown accustomed too. PERSON SPECIFICATION: Sales Administrator, Customer Service Administrator, Customer Service Representative - Industrial supplies, industrial consumables - We're expanding rapidly and looking for a motivated, detail-driven Customer Service Representative t
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Mortgage Advisor
Mortgage Advisor
Fintelligent Search
B72, Sutton Coldfield, B72 1UD
£35000 - £45000 per annum, Benefits hybrid, monthly & quarterly bonus,
If you're interested in roles such as Mortgage Consultant, Financial Adviser, Loan Officer, Mortgage Broker, or Financial Consultant, this Mortgage Advisor position could be the perfect fit for you. Are you a Mortgage Advisor looking for an exciting opportunity with a leading finance distributor? Key Responsibilities as a Mortgage Advisor Package and Benefits as a Mortgage Advisor Ready to take the next step in your career as a Mortgage Advisor? * At least 2 years of experience as a regulated mortgage adviser. Our client, a specialist in mortgage and finance solutions, is seeking a talented individual to join their team in Birmingham. Enjoy the benefits of hybrid working, allowing you to balance office and home life,
If you're interested in roles such as Mortgage Consultant, Financial Adviser, Loan Officer, Mortgage Broker, or Financial Consultant, this Mortgage Advisor position could be the perfect fit for you. Are you a Mortgage Advisor looking for an exciting opportunity with a leading finance distributor? Key Responsibilities as a Mortgage Advisor Package and Benefits as a Mortgage Advisor Ready to take the next step in your career as a Mortgage Advisor? * At least 2 years of experience as a regulated mortgage adviser. Our client, a specialist in mortgage and finance solutions, is seeking a talented individual to join their team in Birmingham. Enjoy the benefits of hybrid working, allowing you to balance office and home life,
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JoinMarleyWhereYourCareerCanTrulyTakeShape! Location:Cheltenham|Role:ClaimsSpecialist| Areyoureadytobepartofafriendly,forward-thinkingteamthatsreshapingthefutureofclaimshandlingintheUKhousingsector? AtMarley,werenotjustanotherinsurancecompany,wereagrowingbusinessatthecuttingedgeofStructuralWarrantyInsurance,helpinghomeownersandinsurersnavigatethecomplexitiesofpropertydefectswithconfidenceandcare. AbouttheRole - AsournewClaimsSpecialist,youllbethereassuringvoiceandexpertguideforhomeownersmakingclaimsontheirnew-buildwarranties. BasedinourCheltenhamoffice,youllmanageclaimsfromstarttofinishwhetheritsasinglehomeowneroramanagingagentrepresentingawholeblockofflats. Thesearentyourtypicalfireorfloodclaimstheyremorenuanced,alwaysinteresting,andrequireabitofbuildingknow-how(dontworry,wellhelpyoubuildthatknowledge!). Whatmattersmostisyourcommitmenttoexceptionalcustomerserviceandy
JoinMarleyWhereYourCareerCanTrulyTakeShape! Location:Cheltenham|Role:ClaimsSpecialist| Areyoureadytobepartofafriendly,forward-thinkingteamthatsreshapingthefutureofclaimshandlingintheUKhousingsector? AtMarley,werenotjustanotherinsurancecompany,wereagrowingbusinessatthecuttingedgeofStructuralWarrantyInsurance,helpinghomeownersandinsurersnavigatethecomplexitiesofpropertydefectswithconfidenceandcare. AbouttheRole - AsournewClaimsSpecialist,youllbethereassuringvoiceandexpertguideforhomeownersmakingclaimsontheirnew-buildwarranties. BasedinourCheltenhamoffice,youllmanageclaimsfromstarttofinishwhetheritsasinglehomeowneroramanagingagentrepresentingawholeblockofflats. Thesearentyourtypicalfireorfloodclaimstheyremorenuanced,alwaysinteresting,andrequireabitofbuildingknow-how(dontworry,wellhelpyoubuildthatknowledge!). Whatmattersmostisyourcommitmenttoexceptionalcustomerserviceandy
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Client Relationship Manager (Financial Services)
Client Relationship Manager (Financial Services)
Ernest Gordon Recruitment
B1, Birmingham
£35000.00 - £40000.00 per annum + Bonus + 34 Days Holiday
Are you a Financial Services professional with experience in wealth management looking to join a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications, excellent bonus schemes and 34 days holiday? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. Your role will involve managing the account of 30-40 clients offering them updates and being a first point of contact. * Managing 30-40 clients Key words: Paraplanner, finance, consultant, dentists, clients, planning. £35,000 - £40,000 + Hybrid (2 Days at Home) + Pension + 34 Days Holida
Are you a Financial Services professional with experience in wealth management looking to join a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications, excellent bonus schemes and 34 days holiday? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. Your role will involve managing the account of 30-40 clients offering them updates and being a first point of contact. * Managing 30-40 clients Key words: Paraplanner, finance, consultant, dentists, clients, planning. £35,000 - £40,000 + Hybrid (2 Days at Home) + Pension + 34 Days Holida
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Second Charge Mortgage Advisor
Second Charge Mortgage Advisor
CCP Recruitment Limited
UK
From £35,154 to £50,000 per annum £35154 basic +comms
Title: Second Charge Mortgage Advisor Following continued internal progression and a sustained period of growth - driven by a steady stream of high-quality inbound leads - they are now looking to expand their team with experienced Second Charge Mortgage Advisors. Handling warm, pre-qualified leads across multiple channelsProviding tailored mortgage advice that aligns with each customers unique needsMaintaining compliance with regulatory standards (SMCR)Working within internal lending policies with integrity and transparencyAchieving performance targets while delivering an exceptional customer experience - If youre ready to take the next step in your mortgage advisory career, apply online today. Location: Fully Remote (UK Based) Salary: £35,154 basic - OTE £41,000 £50,000+ Start Date: ASAP Start - Qual
Title: Second Charge Mortgage Advisor Following continued internal progression and a sustained period of growth - driven by a steady stream of high-quality inbound leads - they are now looking to expand their team with experienced Second Charge Mortgage Advisors. Handling warm, pre-qualified leads across multiple channelsProviding tailored mortgage advice that aligns with each customers unique needsMaintaining compliance with regulatory standards (SMCR)Working within internal lending policies with integrity and transparencyAchieving performance targets while delivering an exceptional customer experience - If youre ready to take the next step in your mortgage advisory career, apply online today. Location: Fully Remote (UK Based) Salary: £35,154 basic - OTE £41,000 £50,000+ Start Date: ASAP Start - Qual
Oakley Recruitment is working in partnership with an expanding organisation based in Edgbaston. This is an excellent opportunity to join the team supporting Financial Advisors on a full-time permanent basis. Culture and Environment - Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships. Often going out as a team socially. The environment is a corporate office space with a modern feel. Personality - The team all work exceptionally well together, its a friendly, warm and supportive team member that will thrive in this role. This person will be knowledgeable in financial services and be adaptable to change as the business is evolving and growing all of the time. The ability to work to a vision and have a dynamic approach. Reward * 23 days holiday including bank holidays, increasing in length of ser
Oakley Recruitment is working in partnership with an expanding organisation based in Edgbaston. This is an excellent opportunity to join the team supporting Financial Advisors on a full-time permanent basis. Culture and Environment - Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships. Often going out as a team socially. The environment is a corporate office space with a modern feel. Personality - The team all work exceptionally well together, its a friendly, warm and supportive team member that will thrive in this role. This person will be knowledgeable in financial services and be adaptable to change as the business is evolving and growing all of the time. The ability to work to a vision and have a dynamic approach. Reward * 23 days holiday including bank holidays, increasing in length of ser
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Financial Services Administrator , Wealth Planning , Birmingham
Financial Services Administrator , Wealth Planning , Birmingham
JJ Search Ltd
B2, Birmingham
From £25,000 to £30,000 per annum 25-30K (plus bonus and benefits)
OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation-witharegionalofficebasedin Birmingham - ThisisafantasticopportunityforanindividualwhohassomeofficeAdministrationorClientServicesAdministrationexperiencewhoiskeentopursueaclientadministrativerolewithintheFinancialServicessector-aWealthManagementcompany. TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinTeamAdministration,(thiscanbefromAssetManagement,PrivateWealth,InvestmentBanking,ProfessionalServices,Insurance). Someexperienceworkingwithclientsystemswouldbeuseful. TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning. TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvit
OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation-witharegionalofficebasedin Birmingham - ThisisafantasticopportunityforanindividualwhohassomeofficeAdministrationorClientServicesAdministrationexperiencewhoiskeentopursueaclientadministrativerolewithintheFinancialServicessector-aWealthManagementcompany. TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinTeamAdministration,(thiscanbefromAssetManagement,PrivateWealth,InvestmentBanking,ProfessionalServices,Insurance). Someexperienceworkingwithclientsystemswouldbeuseful. TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning. TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvit
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Technical Claims Handler Technical Claims Handler About the role Technical Claims Handler Key duties Technical Claims Handler Key requirements - Job Market Insurance Claims You'll be carrying out the adjustment of High Net Worth, Major Loss and other complex Property claims Handle claims in line with company requirements and particularly the demanding service standards of HNW clients - Ensure technical accuracy of the highest standard and produce reports of highest quality - Proven track record of property claims Minimum of 2 years experience in property claims manage
Technical Claims Handler Technical Claims Handler About the role Technical Claims Handler Key duties Technical Claims Handler Key requirements - Job Market Insurance Claims You'll be carrying out the adjustment of High Net Worth, Major Loss and other complex Property claims Handle claims in line with company requirements and particularly the demanding service standards of HNW clients - Ensure technical accuracy of the highest standard and produce reports of highest quality - Proven track record of property claims Minimum of 2 years experience in property claims manage
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Total Loss Claims Advisors
Total Loss Claims Advisors
Solus Accident Repair Centres
Cheshire
GBP £24,570.00/Yr. - GBP £29,000.00/Yr.
Overview - Are you seeking a role where you can utilise your customer service, claims knowledge and decision-making skills? * Manage a portfolio of Aviva policyholder's total loss claims through to settlement - Do you aspire to enhance the customer experience by providing exemplary service and problem-solving solutions? We are excited to announce a hybrid working opportunity for a dynamic individual to join our team! Responsibilities * Look after Indemnity spend by correctly validating and settling files and reporting concerns and errors. * Collaborate with customers to identify tailored solutions, aligning with Aviva's values and principles, during the vehicle valuation process following the total loss of their vehicle. * Exercise discernment and employ multiple tools to determine the fair and consistent value of the vehicle to enabl
Overview - Are you seeking a role where you can utilise your customer service, claims knowledge and decision-making skills? * Manage a portfolio of Aviva policyholder's total loss claims through to settlement - Do you aspire to enhance the customer experience by providing exemplary service and problem-solving solutions? We are excited to announce a hybrid working opportunity for a dynamic individual to join our team! Responsibilities * Look after Indemnity spend by correctly validating and settling files and reporting concerns and errors. * Collaborate with customers to identify tailored solutions, aligning with Aviva's values and principles, during the vehicle valuation process following the total loss of their vehicle. * Exercise discernment and employ multiple tools to determine the fair and consistent value of the vehicle to enabl
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Credit Controller
Credit Controller
SF Recruitment (Birmingham)
Birmingham, West Midlands
£28k - 32k per year + Hybrid Working
As a Credit Controller, you'll play a key role in managing the company's credit and collections process, ensuring timely payments, minimising risk, and maintaining great customer relationships. Are you a confident Credit Controller who thrives on building strong relationships and keeping the cash flow moving? Having recently secured major investment, they're scaling up fast, and now need a talented Credit Controller to join their finance team. This is a hands-on position where you'll own the credit control function, working closely with internal teams to develop smarter processes and support automation projects as the business scales. Assessing creditworthiness and setting appropriate credit limits - Supporting the rollout of automated payment and credit control systems - Providing insights and recommendations on credit risk and collections performance
As a Credit Controller, you'll play a key role in managing the company's credit and collections process, ensuring timely payments, minimising risk, and maintaining great customer relationships. Are you a confident Credit Controller who thrives on building strong relationships and keeping the cash flow moving? Having recently secured major investment, they're scaling up fast, and now need a talented Credit Controller to join their finance team. This is a hands-on position where you'll own the credit control function, working closely with internal teams to develop smarter processes and support automation projects as the business scales. Assessing creditworthiness and setting appropriate credit limits - Supporting the rollout of automated payment and credit control systems - Providing insights and recommendations on credit risk and collections performance
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Financial Advisor
Financial Advisor
Premier Jobs UK Limited
DY8, Stourbridge
From £50,000 to £50,000 per annum OTE of c.£70,000
You should have 1+ years experience as a Financial Advisor (ideally with CAS status) Our client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who can be at the early stages of their Adviser career who enjoys building strong relationships and provide excellent service to their clients. Successful Financial Planners in their team obtain growth through their high level of financial plan
You should have 1+ years experience as a Financial Advisor (ideally with CAS status) Our client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who can be at the early stages of their Adviser career who enjoys building strong relationships and provide excellent service to their clients. Successful Financial Planners in their team obtain growth through their high level of financial plan
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Assist with client governance meetings and support client inquiries. * Maintain up-to-date technical pensions knowledge to support clients. * Support pension implementations alongside senior management and client owners. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. In this dynamic and rewarding role, youll play a key part in supporting our Associate Consultants, Consultants, and Management in delivering outstanding solutions to our corporate clients. Were looking for someone who is passionate about providing a professional service to clients, colleagues, and third parties. Youll work with clients and our administration team to
Assist with client governance meetings and support client inquiries. * Maintain up-to-date technical pensions knowledge to support clients. * Support pension implementations alongside senior management and client owners. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. In this dynamic and rewarding role, youll play a key part in supporting our Associate Consultants, Consultants, and Management in delivering outstanding solutions to our corporate clients. Were looking for someone who is passionate about providing a professional service to clients, colleagues, and third parties. Youll work with clients and our administration team to
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New Business Executive – Commercial Insurance
New Business Executive – Commercial Insurance
Cavendish Maine
Fairview, GL50
From £34,000 to £40,000 per annum
A leading Commercial Insurance Broker is looking for a driven, sales focused Client Executive to join their Public Sector New Business team. This is your chance to work with a forward-thinking insurance brokerage thats reshaping how clients experience commercial insurance one conversation at a time. Your days will be varied and rewarding from uncovering new leads and presenting bespoke insurance solutions, to meeting clients face-to-face and celebrating the wins that come from true partnership. * Prospect, pitch, and close new business opportunities with confidence. * Build lasting relationships with new and existing clients. * Previous experience in
A leading Commercial Insurance Broker is looking for a driven, sales focused Client Executive to join their Public Sector New Business team. This is your chance to work with a forward-thinking insurance brokerage thats reshaping how clients experience commercial insurance one conversation at a time. Your days will be varied and rewarding from uncovering new leads and presenting bespoke insurance solutions, to meeting clients face-to-face and celebrating the wins that come from true partnership. * Prospect, pitch, and close new business opportunities with confidence. * Build lasting relationships with new and existing clients. * Previous experience in
Mortgage & Protection Advisor
Mortgage & Protection Advisor
Premier Jobs UK Limited
Millwall, E14
Self-employed role with uncapped earnings
Advisors in their team enjoy the supportive team culture and the fulfilment from helping families receive personal advice on products such as life insurance, income protection, critical illness cover (and mortgages, investments and pensions once you are qualified to do so). * You must have desire to enter financial services industry and develop your career as a Mortgage & Protection Advisor Training and ongoing professional development is a key pillar of the business, often with their team starting as Insurance Advisors offering life assurance, IP, CIC, before progressing onto mortgage advice and more recently investment and pensions, plus route into team leadership roles is available. If you hold full CeMAP, you will be able to join as a Mortgage & Protection Advisor The business has a national footprint with Advisors licensed across insurance, mortgages and wealth a
Advisors in their team enjoy the supportive team culture and the fulfilment from helping families receive personal advice on products such as life insurance, income protection, critical illness cover (and mortgages, investments and pensions once you are qualified to do so). * You must have desire to enter financial services industry and develop your career as a Mortgage & Protection Advisor Training and ongoing professional development is a key pillar of the business, often with their team starting as Insurance Advisors offering life assurance, IP, CIC, before progressing onto mortgage advice and more recently investment and pensions, plus route into team leadership roles is available. If you hold full CeMAP, you will be able to join as a Mortgage & Protection Advisor The business has a national footprint with Advisors licensed across insurance, mortgages and wealth a