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Telephone Based Consultant Bristol Circa £19,000 + Commission Our Client is seeking a Telephone Based Broker Consultant to sell Protection products and services over the phone to a panel of IFAs. The successful candidate will be required to develop relationships with customers by understanding their needs and helping them develop their business. Additional responsibilities will include: Developing, agreeing and implementing a personal business plan for designated accounts, consistent with area objectives, in order to deliver agreed..

A rare opportunity to join this highly successful team in an exciting entry level position. The role will be to provide an efficient day to day backup service to the broking team, maintaining high levels of customer service to existing clients within a wide variety of fascinating industries. About the Role: To assist a team of Account Executives and Handlers by providing an efficient administrative support function Offer clients competitive new business & renewal terms completing all relevant documentation in line with FSA..

Paraplanner - Bristol £25,000 Our client is a fee-based practice and they work very closely with accountants, legal advisers etc to provide the client with a completely holistic financial planning service. Reporting into the Operations Director and working closely with the Financial Planning team you will provide an all-important paraplanning function. Duties will include: Research, preparing reason why letters and reports Managing all of the administrative processes Writing suitability letters to a high standard and being able to be relied..

This is an outstanding opportunity for a sales focused individual with previous insurance experience to drive their career forward with a leading organisation. Our client, an established insurance brokerage with an excellent reputation, is seeking a positive and professional individual to help further grow their commercial insurance book of business. The successful applicant will be rewarded with a competitive salary of up-to £26,000 plus bonus (OTE £30k plus in year 1), a Company Car and a leading benefits package. About the role Develop and..

An exciting opportunity for a professional and customer focused insurance individual to join a leading organisation and further develop their career within the insurance sector. The successful applicant will have previous insurance broking or underwriting experience and benefit from a competitive salary and friendly working environment. Key tasks of the role Dealing with existing customers in a friendly and professional manner. Explain choices and provide recommendations ensuring that customer needs are met. Promoting a favorable image of the..

Commercial Account Handler- South Birmingham - Up to £26,000 An excellent opportunity has become available for a Commercial Account Handler to join a reputable Insurance Brokerage with over 20 years experience based south of Birmingham. The Job/Duties You will be required to arrange and secure new business and complete all relevant documentation in line with the FSA guidelines. You will be required to work closely with account executives to secure competitive quotations for renewals and new business. You will provide assistance in the..

Our client are an accountancy based IFA practice that provide fee based financial advice to its clients in the region. With a highly professional approach and a focus on best advice, our client were voted as one of the best companies to work for in a recent pole. They currently seek an individual to join their practice that holds Full FPC or equivalent and is studying towards some form of further qualifications, to work alongside the financial advisors in producing high level reports and conducting research. The reports will be of a technical..

Paraplanner - Birmingham Town Centre Our client are a leading firm of accountants managing key client portfolios up to £5million. This market leader provide complex financial advice in investments, private equity, Hedge Funds and complex wrappers, pensions and IHT planning. As a technical interface between consultant and client, you will provide dedicated paraplanning support. This will require you to research products and funds to enable providers to be recommended, compile client fact-finds and suitability letters in line with the ethos of the..

SIPPs Administrator ?????? Leicester ?????? up to £20,000 An excellent opportunity to join a large reputable Pensions Consultancy. Our client is a leader in providing specialist advice on Pensions. Due to expansion they are seeking experienced Pensions Administrators who have experience with SIPPs and SSASS. Job / Duties: Check pension application forms for completeness. Using a variety of computer software you will be responsible for updating systems with new pension applications. Ensure all documentation has been received from clients and..

Our client are a leading IFA practice specialising in financial advice to HNW clients up and down the country. With a sales force of over 40 financial advisors, the support staff are an integral part of the business and service that they offer. Our client are financially strong and cash rich, and as such are able to expand their workforce. They currently seek a qualified administrator to join their business and provide pre and post sales administrative support to the sales force. To apply for the role, you will require Fpc 1 & 2 or equivalent,..