CLARK & JAMES Salary - Salary Report

financial services administrator

11 the last 327 days, recently 2023-08-23

Responsibility

clark James Recruitment are working with a leading Financial Services business in Essex
due to continued expansion our client are looking to recruit a Senior Administrator to the business on a full time basis
administration and maintenance of client files
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administration and maintenance of company records
to be proactive and able to multi-task whilst providing research, client valuations and processing new business
developing our use of our back office system
A high level of organisation skills required around general financial services administration
liaising with system provider
to compile basic suitability reports from structured templates. E.g. fund switches, OEIC to ISA, and client review letters
scanning documents
preparing research, agendas, and paperwork for client review meetings
fee and commission reconciliation
being responsible for following process and procedures
file audit
to act as a liaison point for clients and providers
to maintain and update client information, within Iress Xplan and AWS Morningstar
pursue personal development of skills and knowledge necessary for the effective performance of the role
to ensure new business is seen through to completion and is in line with standardised administrative and compliance procedures
to contribute to the success of the company overall and to adhere to all internal compliance standards, administration procedures, TCF and time-recording, where necessary. 3. Principal Accountabilities
ensure back offices systems are kept up to date including client and provider data
sometimes you may be asked to perform additional duties to assist and ensure the smooth running of the Department / Business. Such requests will not be unreasonable and will be discussed and agreed with you
printing and reconciling valuations on Intelliflo and updating the system as required
collate all the quantitative detailed information required to support any recommendations to be made
ensure all appropriate 'know your client’ information has been obtained and can be demonstrated within the relevant client file
keep client records updated
acting as the first point of contact for clients and resolving queries/problems in a timely manner
organising and maintaining effective filing and communication systems in the office including client database management on IO
responsible for managing process, tasks and complying with FCA guidelines
general office administration including opening, distributing and logging post
ensure existing processes are adhered to and develop new processes where necessary
to provide analysis, monitoring and reporting, as required, in respect of investment valuation reports, including SIPP drawdown analysis, existing policy analysis and portfolios, diary and MI

Requirements

investment
pensions
protection
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wealth Management
intelligent Office
problem solving abilities - part of the job involves adapting and amending our clients based back office system
able to interpret data and produce recommendations with supporting evidence
must have excellent technical knowledge of Pensions, Investment and Protection products for private clients, gained within an IFA environment
an excellent standard of verbal and written communications
excellent analytical skills
excellent written and verbal communication skills
excellent organisational skills, able to work on your own
highly organised, with a high level of accuracy
be professional and have a positive attitude
ability to work unsupervised, under pressure and to tight deadlines are essential
financial services experience is preferred however, not essential as full training is provided - a high degree of computer literacy/competence is essential
bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs. Report this job
professional qualifications: Part qualified in the Diploma in Regulated Financial Planning or equivalent
reference: 48844483

Earnings for position financial services administrator

financial services administrator - How much money do you make working at this position?
Average salary at company CLARK & JAMES is 1972£.
The national average salary is 2000£.

1100 £
Lowest

2200 £
Average

3300 £
Highest

Current offers for the position:

FINANCIAL SERVICES ADMINISTRATOR Ilford

Clark James Recruitment are working with a leading Financial Services business in Essex.Due to continued expansion our client are looking to recruit a Senior Administrator to the business on a full time basis.RoleThis is a hybrid working position, the successful applicant will work from home four days a week and one day a week in the office.To provide high quality administrative support and paraplanning to the Companies Financial Planners to enable them to provide an outstanding service to their clients.Joint responsibility with your Manager/Supervisor for your own ongoing continued professional development. You will also be required to achieve a minimum of 35 hours Continued Professional Development (CPD) during a specified 12 month period.As this role will require you to work remotely (in part) from the office you will need to ensure that all data and information relating to your role is kept secure and at all times remain confidential.At all times ensure the fair treatment of Customers is made the priority and, in respect of all business activities undertaken, that the principles of Treating Customers Fairly are actively considered and acted upon.Sometimes you may be asked to perform additional duties to assist and ensure the smooth running of the Department / Business. Such requests will not be unreasonable and will be discussed and agreed with youPrincipal AccountabilitiesClient meeting preparation including issuing letters of authority and collating information for Financial Planners.Preparing valuations and mailings.Assist in product research and information gathering.Obtaining illustrations from Assureweb and product providers.Processing new business applications, checking all compliance aspects and chasing them through to completion.Dealing with existing business queries.Producing client review packs for Financial Pl

Responsibility: clark James Recruitment are working with a leading Financial Services business in Essex, due to continued expansion our client are looking to recruit a Senior Administrator to the business on a full time basis, at all times ensure the fair treatment of Customers is made the priority and, in respect of all business activities undertaken, that the principles of Treating Customers Fairly are actively considered and acted upon, sometimes you may be asked to perform additional duties to assist and ensure the smooth running of the Department / Business. Such requests will not be unreasonable and will be discussed and agreed with you

full-time

Requirements: the ability to communicate in a concise, confident and controlled manner with both clients, insurers and colleagues both verbally and in writing, ability to work on own initiative, without supervision if necessary and work supportively and jointly with colleagues from own and other departments, requires a good understanding of the facts and can apply existing processes to produce output in the desired form

Salary: salary

Software: excel, word

Job position: financial services administrator

2023-08-23

FINANCIAL SERVICES ADMINISTRATOR / PARAPLANNER Uckfield

Clark James Recruitment are working with a highly professional Financial Services business who are based in the Uckfield area. Due to continued growth and, expansion, our client are looking to appoint a Financial Services Administrator / Paraplanner to...

due to continued growth and, expansion, our client are looking to appoint a Financial Services Administrator / Paraplanner to join the business on a full or, part time basis, excellent benefits

Responsibility: carry out technical research, keep client records updated, responsible for managing process, tasks and complying with FCA guidelines

Job position: financial services administrator

2023-05-25

FINANCIAL SERVICES ADMINISTRATOR Brighton

Clark James Recruitment are currently working with a highly regarded IFA business within the Brighton area.Due to ongoing business growth our client are looking to recruit a Financial Services Administrator to join their expanding team.RoleProviding administration support within all aspects of the business.Ongoing support to the Advisors, clients and business connections.Build and maintain good client relationships, delivering excellent and efficient service.Diary Management - book appointments - includes existing clients, new clients and introducers.Prepare appropriate client packs for meetings.Ensure existing processes are adhered to and develop new processes where necessary.Prioritise and take proactive responsibility for own workload in accordance with the published procedures.Ensure all databases are kept up-to-date.Ensure any work is compliant, complete, scanned and presented in the required format.Act as liaison.Working closely with Advisors to deliver teams goals, targets and agreed business plan.Routinely and consistently follow company procedures and compliance requirements.CandidatePrevious Financial Services administration experience essential (Mortgage or IFA expeience considered).Excellent communication skills.High level attention to detail and accuracy.Ability to work as part of a team and take responsibility for shared delivery.Must be a self-starter and be able to take initiative.Must be able to work with minimal supervision.Develop solutions and problem solve.Recommends appropriate solutions.Takes initiative.Takes responsibility for actions, manages time effectively and plans ahead.Numerate.Good IT skills.Commercial awareness and good overall product knowledge.Compliance awareness.Dem

full-time

Responsibility: providing administration support within all aspects of the business, diary Management - book appointments - includes existing clients, new clients and introducers, prepare appropriate client packs for meetings, ensure existing processes are adhered to and develop new processes where necessary

Requirements: prioritise and take proactive responsibility for own workload in accordance with the published procedures, demonstrate a can-do and committed attitude

Salary: salary

Job position: financial services administrator

2023-03-10

FINANCIAL SERVICES ADMINISTRATOR Brighton

Clark James Recruitment are currently working with a highly regarded IFA business within the Brighton area. Due to ongoing business growth our client are looking to recruit a Financial Services Administrator to join their expanding team. Role Providing...

due to ongoing business growth our client are looking to recruit a Financial Services Administrator to join their expanding team

Responsibility: providing administration support within all aspects of the business, diary Management - book appointments - includes existing clients, new clients andintroducers, prepare appropriate client packs for meetings, ensure existing processes are adhered to and develop new processes where necessary

Requirements: prioritise and take proactive responsibility for own workload in accordance with the published procedures, demonstrate a can-do and committed attitude

Job position: financial services administrator

2023-03-07

£23,000 - £27,000 per annum

FINANCIAL SERVICES ADMINISTRATOR Leicester

Clark James Recruitment are working with a highly professional Financial Services business that specialise in the management of pensions and investments, and mortgages and protection. Due to expansion our client are looking for an experienced Financial...

due to expansion our client are looking for an experienced Financial Services Administrator who will support the paraplanner and adviser, by providing successful delivery of operational and administrative support in the financial services industry

Responsibility: preparing client files for reviews, ensuring all client documentation is correctly recorded, acting as the first point of contact for clients and resolving queries/problems in a timely manner, provider management

Requirements: reference: 48844483, bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs. Report this job

Job position: financial services administrator

2022-11-09

£20,000 - £30,000 per annum

Salary in other companies in the position financial services administrator

HEAD HUNTER RESOURCING	7500 £	2500 £ 7500 £
SANDERSON	6000 £	2500 £ 7500 £
SANDERSON RECRUITMENT PLC	6000 £	2500 £ 7500 £
MANDEVILLE RECRUITMENT GROUP	3333 £	2500 £ 7500 £
BURGH RECRUITMENT	3055 £	2500 £ 7500 £
PERSONNEL UK	2916 £	2500 £ 7500 £
LINKPOINT RESOURCES	2833 £	2500 £ 7500 £
CAROUSEL CONSULTANCY	2666 £	2500 £ 7500 £
KG DIRECT HIRE	2560 £	2500 £ 7500 £
INSURANCE PERSONNEL SELECTION	2500 £	2500 £ 7500 £

paraplanner

4 the last 221 days, recently 2024-05-01

Responsibility

clark James Recruitment are working with a leading firm of Independent Financial Advisers
this is a great opportunity to join a friendly and long-established business
research, analysis and prepare for client meetings
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implement trades via our platforms and submit new business
implement trades/manage investment fund switches via our platforms
liaison with our pension and investment advisers pre and post client meetings
working alongside our experienced pension and investment advisers
drafting investment and pension recommendation reports
due to expansion within the business our client have an opportunity for an experienced Paraplanner to join the business on a full time basis
due to expansion within the business our client have an opportunity for a Trainee Paraplanner to join the business on a full time basis
prepare and drafting client reviews
knowledge of cash flow modelling beneficial
demonstrable knowledge to undertake Annual Allowance, Tapered Annual Allowance, carry forward, CGT, IHT calculations etc
fund/CIP/CRP research - help with Consumer Duty transitioning processes
cash flow modelling
able to demonstrate a stable work history
attendance at client meetings with Adviser if required
experience in client review writing and platform dealing preferred
fund/CIP/CRP research – help with Consumer Duty transitioning processes
regular liaison with product providers, account managers and clients

Requirements

CII Level 4 Diploma Qualified, CII Certificate in Paraplanning or equivalent
preferably studying towards CII or equivalent Level 4 Diploma
CII Certificate in Paraplanning or equivalent

low salary - 7% lower than the average in this position

Earnings for position paraplanner

paraplanner - How much money do you make working at this position?
Average salary at company CLARK & JAMES is 2500£.
The national average salary is 2700£.

1700 £
Lowest

3350 £
Average

5000 £
Highest

Current offers for the position:

PARAPLANNER Gravesend

Level 4 diploma qualified (or working towards). Develop and maintain knowledge and understanding of financial products and markets to meet regulatory…

annual leave entitlement + bank holidays, pay: £30,000.00-£50,000.00 per year

Responsibility: preparation of Recommendation Reports and supplementary documentation

Requirements: methodical, excellent attention to detail and high standards of accuracy

Job position: paraplanner

2024-05-01

£30,000 - £50,000 a year

PARAPLANNER Chester

Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs.

as a Chartered IFA, our client actively encourages and fully supports all colleagues in their professional development and will fund study material and examination costs to support CII Learning pathways, annual leave entitlement + bank holidays, annual pay review with performance linked pay increases, group Pension scheme

Responsibility: preparation of Recommendation Reports and supplementary documentation, regular liaison with product providers, account managers and clients

Requirements: chester: reliably commute or plan to relocate before starting work

Salary: salary

Software: excel, word

Job position: paraplanner

2023-12-07

Estimated: £30,000 - £35,000 a year

Paraplanner Gerrards Cross

Clark James Recruitment are working with a leading firm of Independent Financial Advisers.Due to expansion within the business our client have an opportunity for an experienced Paraplanner to join the business on a full time basis.This is a great opportunity to join a friendly and long-established business.AboutAs a Chartered IFA firm, we provide advice in most areas of financial, investment, and retirement planning.For this new role we are looking for a paraplanner with previous experience.You will be a naturally confident communicator, driven and self-motivated and able to demonstrate professionalism and the desire to continue to develop within the profession.The successful candidate will naturally progress to be involved at a senior management level and helping the business to develop and move forward to the next level.QualificationsCII Level 4 Diploma Qualified, CII Certificate in Paraplanning or equivalent.Skills set and responsibilitiesResearch, analysis and prepare for client meetings.Implement trades via our platforms and submit new business.Liaison with our pension and investment advisers pre and post client meetings.Drafting investment and pension recommendation reports.Prepare and drafting client reviews.Demonstrable knowledge to undertake Annual Allowance, Tapered Annual Allowance, carry forward, CGT, IHT calculations etc.Cash flow modelling.Attendance at client meetings with Adviser if required.Fund/CIP/CRP research – help with Consumer Duty transitioning processes.PackageBasic salary to £45,000 dependent on experience.Discretionary bonus.Auto-enrolment Pension.Healthcare.25 days holiday.Job Type: Full-timeSalary: £35,000.00-£45,000.00 per yearBenefits

Responsibility: clark James Recruitment are working with a leading firm of Independent Financial Advisers, due to expansion within the business our client have an opportunity for an experienced Paraplanner to join the business on a full time basis, this is a great opportunity to join a friendly and long-established business, research, analysis and prepare for client meetings

Requirements: you will be a naturally confident communicator, driven and self-motivated and able to demonstrate professionalism and the desire to continue to develop within the profession, CII Level 4 Diploma Qualified, CII Certificate in Paraplanning or equivalent, gerrards Cross: reliably commute or plan to relocate before starting work

full-time

We offer: bonus scheme

Salary: salary

Job position: paraplanner

2023-09-21

TRAINEE PARAPLANNER Gerrards Cross

Clark James Recruitment are working with a leading firm of Independent Financial Advisers.Due to expansion within the business our client have an opportunity for a Trainee Paraplanner to join the business on a full time basis.This is a great opportunity to join a friendly and long-established business.AboutAs a Chartered IFA firm, we provide advice in most areas of financial, investment, and retirement planning.For this new role we are looking for a paraplanner with previous experience.You will be a naturally confident communicator, driven and self-motivated and able to demonstrate professionalism and the desire to continue to develop within the profession.The successful candidate will naturally progress to be involved at a senior management level and helping the business to develop and move forward to the next level.QualificationsPreferably (not essential) studying towards CII or equivalent Level 4 Diploma.CII Certificate in Paraplanning or equivalent.Skills set and responsibilitiesResearch, analysis and prepare for client meetings.Implement trades/manage investment fund switches via our platforms.Working alongside our experienced pension and investment advisers.Prepare and drafting client reviews.Knowledge of cash flow modelling beneficial.Fund/CIP/CRP research - help with Consumer Duty transitioning processes.Able to demonstrate a stable work history.Experience in client review writing and platform dealing preferred.PackageBasic salary to £35,000 dependent on experience.Discretionary bonus.Auto-enrolment Pension.Healthcare.25 days holiday.Job Type: Full-timeSalary: £28,000.00-£35,000.00 per yearBenefits:Company pensionSupplemental

Responsibility: clark James Recruitment are working with a leading firm of Independent Financial Advisers, due to expansion within the business our client have an opportunity for a Trainee Paraplanner to join the business on a full time basis, this is a great opportunity to join a friendly and long-established business, research, analysis and prepare for client meetings

Requirements: you will be a naturally confident communicator, driven and self-motivated and able to demonstrate professionalism and the desire to continue to develop within the profession, preferably studying towards CII or equivalent Level 4 Diploma, CII Certificate in Paraplanning or equivalent, gerrards Cross: reliably commute or plan to relocate before starting work

full-time

We offer: bonus scheme

Salary: salary

Job position: paraplanner

2023-09-21

PARAPLANNER Ashford

Clark James Recruitment are working with a highly professional Financial Services business based in Ashford, Kent.Due to expansion our client are looking for an experienced Paraplanner to join the business, providing technical research services, and ensuring the preparation of client advice is of the highest quality and delivered efficiently while mitigating any risks to the business and assisting the business to achieve its goals.RoleAccurately prepare suitability reports and letters to target deadlines.Ensure all client work is compliant and supported with relevant paperwork.Undertake comparative research in preparation of client recommendations.Complete technical research as part of the existing arrangement review process.Understand clients overall financial position from IFA fact find.Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks.Ensure all client queries are appropriately investigated and accurate responses givenConduct annual reviews in line with SLA’s.CandidateLevel 4 diploma or, close to the full qualifcation.Strong understanding of financial products and services.Ability to assess suitability in line with client’s goals.Strong analytical skills, specifically analysing financial records and providing detailed technical commentary.Strong organisation skills with the ability to manage multiple caseloads at any one time.PackageBasic salary to £45,000It is essential for the applicant to have previous Paraplanning experience, please do not apply if you are not able to demonstrate previous experience.Job Type: Full-timeSalary: £40,000.00-£45,000.00 per yearBenefits:Company carSchedule:

Responsibility: accurately prepare suitability reports and letters to target deadlines, ensure all client work is compliant and supported with relevant paperwork, undertake comparative research in preparation of client recommendations, complete technical research as part of the existing arrangement review process

Requirements: job Type: Full-time

full-time

Salary: salary

Benefits: company car

Job position: paraplanner

2022-12-06

Salary in other companies in the position paraplanner

PIP LEGAL	12375 £	3750 £ 12375 £
TRUESTAR TALENT	5000 £	3750 £ 12375 £
MB FITZGERALD	4447 £	3750 £ 12375 £
PROGENY	4166 £	3750 £ 12375 £
DAVIES RESOURCING	4111 £	3750 £ 12375 £
CANDIDATE SOURCE	3750 £	3750 £ 12375 £
KENNEDY PEARCE CONSULTING	3750 £	3750 £ 12375 £
RESOURCE SOLUTIONS	3750 £	3750 £ 12375 £
ADVANCE SEARCH AND SELECTION	3750 £	3750 £ 12375 £
OAK PRIVATE WEALTH	3750 £	3750 £ 12375 £

mortgage advisor

12 the last 361 days, recently 2023-10-15

Responsibility

clark James Recruitment are working with a highly regarded Financial Services business
our client are looking to recruit professional and forward thinking CeMAP qualified professionals to join the team as Mortgage Advisors
working within a modern, bright and team orientated location this is an excellent place to work
Show more +8
provide a Mortgage advice service to new and existing clients
you will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone
you will need to gather information about clients financial circumstances to enable appropriate advice to be given
maintain client relationships and be customer focused
be proactive and enthusiastic in your approach
adhere to working practice of a compliant environment
servicing new and existing clients
to support and guide clients through the property mortgage process, through to completion

Requirements

ceMAP or equivalent
excellent timekeeping/ability to meet deadlines
forward thinking
Show more +4
customer focused
team player
good communicator
able to remain calm under pressure and work to tight deadlines

Benefits

company car

Trade

sales
Sales

low salary - 7% lower than the average in this position

Earnings for position mortgage advisor

mortgage advisor - How much money do you make working at this position?
Average salary at company CLARK & JAMES is 2500£.
The national average salary is 2600£.

1500 £
Lowest

3150 £
Average

4800 £
Highest

Current offers for the position:

MORTGAGE ADVISOR - EMPLOYED - LEADS PROVIDED - Brighton, East Sussex - £30,000 - £40,000 per annum Brighton

The purpose of the role is to provide Mortgage advice and services to new and existing clients, leads are qualified and provided to the Advisors however the…

Responsibility: provide a Mortgage advice service to new and existing clients, you will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone, you will need to gather information about clients financial circumstances to enable appropriate advice to be given, maintain client relationships and be customer focused

sales

Job position: mortgage advisor

2023-10-15

£30,000 - £40,000 a year

MORTGAGE ADVISOR Maidstone

Clark James Recruitment are working with a highly regarded Financial Services business.Our client are looking to recruit professional and forward thinking CeMAP qualified professionals to join the team as Mortgage Advisors.Working within a modern, bright and team orientated location this is an excellent place to work.RoleTo pro-actively generate new business.To support and guide clients through the property mortgage process, through to completion.Liaising with mortgage lenders, solicitors, and valuers.To encourage long term relationships with clients that encourage additional lending or re-mortgaging opportunities.All leads provided, our client have high levels of quality leads that can be provided to the successful applicant.CandidateCeMAP qualification or equivalent essential.Previous Mortgage experience an advantage however, not essential as training provided.Ambition, forward thinking and driven.Excellent client relationship skills.PackageAttractive basic salary + realistic levels of commission.Excellent benefits and incentives.Liability and DisclaimerThe information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.At Clark James Recruitment we are committed to Diversity, Equality and Inclusion within our teams, our clients and our candidates.Job Type: Full-timeSala

Responsibility: clark James Recruitment are working with a highly regarded Financial Services business, our client are looking to recruit professional and forward thinking CeMAP qualified professionals to join the team as Mortgage Advisors, working within a modern, bright and team orientated location this is an excellent place to work, to support and guide clients through the property mortgage process, through to completion

full-time

Salary: salary

Benefits: company car

Job position: mortgage advisor

2023-10-09

MORTGAGE ADVISOR Herne Bay

Clark James Recruitment are working with a highly regarded Financial Services business.Our client are looking to recruit professional and forward thinking CeMAP qualified professionals to join the team as Mortgage Advisors.Working within a modern, bright and team orientated location this is an excellent place to work.RoleTo pro-actively generate new business.To support and guide clients through the property mortgage process, through to completion.Liaising with mortgage lenders, solicitors, and valuers.To encourage long term relationships with clients that encourage additional lending or re-mortgaging opportunities.All leads provided, our client have high levels of quality leads that can be provided to the successful applicant.CandidateCeMAP qualification or equivalent essential.Previous Mortgage experience an advantage however, not essential as training provided.Ambition, forward thinking and driven.Excellent client relationship skills.PackageAttractive basic salary + realistic levels of commission.Excellent benefits and incentives.Liability and DisclaimerThe information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.At Clark James Recruitment we are committed to Diversity, Equality and Inclusion within our teams, our clients and our candidates.Job Type: Full-timeSala

Responsibility: clark James Recruitment are working with a highly regarded Financial Services business, our client are looking to recruit professional and forward thinking CeMAP qualified professionals to join the team as Mortgage Advisors, working within a modern, bright and team orientated location this is an excellent place to work, to support and guide clients through the property mortgage process, through to completion

full-time

We offer: bonus scheme

Salary: salary

Benefits: company car

Job position: mortgage advisor

2023-08-02

MORTGAGE ADVISOR - EMPLOYED Sidcup

Clark James Recruitment are working with a leading Mortgage Brokerages in the North Kent area.Due to expansion our client are looking to expand their team of Mortgage Advisers due to increased levels of business.RoleWe have an excellent opportunity for an experienced Mortgage Broker to work out of a very busy office.The office has a proven track record of delivering business.The role is full time, home and office working can be considered.Full admin support will be provided.Skills requiredCeMAP or equivalent (essential).Excellent timekeeping/ability to meet deadlines.Customer focused.Team player.Good communicator.Able to remain calm under pressure and work to tight deadlines.IT literate - Word, Excel, Outlook.PackageEmployed or, self-employed packages available.Employed - Attractive basic salary.Realistic OTE and attractive earnings.Job Type: Full-timePay: £30,000.00-£65,000.00 per yearSchedule:8 hour shiftMonday to FridaySupplemental pay types:Bonus schemeAbility to commute/relocate: Sidcup: reliably commute or plan to relocate before starting work (required)Work Location: One locationReference ID: JPCJ1015

Requirements: ceMAP or equivalent, excellent timekeeping/ability to meet deadlines, customer focused, team player

full-time

We offer: bonus scheme

Software: excel, word

Job position: mortgage advisor

2023-03-01

MORTGAGE ADVISOR - EMPLOYED Sidcup

Clark James Recruitment are working with a leading Mortgage Brokerages in the North Kent area.Due to expansion our client are looking to expand their team of Mortgage Advisers due to increased levels of business.RoleWe have an excellent opportunity for an experienced Mortgage Broker to work out of a very busy office.The office has a proven track record of delivering business.The role is full time, home and office working can be considered.Full admin support will be provided.Skills requiredCeMAP or equivalent (essential).Excellent timekeeping/ability to meet deadlines.Customer focused.Team player.Good communicator.Able to remain calm under pressure and work to tight deadlines.IT literate - Word, Excel, Outlook.PackageEmployed or, self-employed packages available.Employed - Attractive basic salary.Realistic OTE and attractive earnings.Job Type: Full-timeSalary: £30,000.00-£65,000.00 per yearSchedule:8 hour shiftMonday to FridaySupplemental pay types:Bonus schemeAbility to commute/relocate: Sidcup: reliably commute or plan to relocate before starting work (required)Work Location: One locationReference ID: JPCJ1015

Responsibility: full admin support will be provided

Requirements: ceMAP or equivalent, excellent timekeeping/ability to meet deadlines, customer focused, team player

We offer: bonus scheme

full-time

Salary: salary

Software: excel, word

Job position: mortgage advisor

2023-03-01

Salary in other companies in the position mortgage advisor

COMMAND RECRUITMENT	6041 £	4166 £ 6041 £
GCB AGENCY RECRUITMENT	5417 £	4166 £ 6041 £
HAWK PERSONNEL	5000 £	4166 £ 6041 £
COUNTRYWIDE	5000 £	4166 £ 6041 £
CAREERSTONE	5000 £	4166 £ 6041 £
RECRUIT UK	4800 £	4166 £ 6041 £
STELLAR SELECT	4792 £	4166 £ 6041 £
DEVERELL SMITH HOLDINGS	4305 £	4166 £ 6041 £
KNIGHT TEMPLE RECRUITMENT	4201 £	4166 £ 6041 £
YOUR MORTGAGE DECISIONS	4166 £	4166 £ 6041 £

account handler

20 the last 244 days, recently 2023-05-17

Responsibility

new business, renewals and MTA’s
dealing with Mid to HNW clients
quotations using IT platforms
Show more +18
to cross-sell insurance and approved products according to the demands and needs of the existing clients
credit Control for clients
claims administration
acquire new personal lines business through leads generated by the company, by themselves and through wholesale business
cross selling other insurance products in respect of the clients demands and needs
client and insurer facing as well as telephone
managing day to day compliance procedures for FCA compliance
calculating / negotiating and delivering renewal / MTA terms
managing own diary effectively
communicating with clients and insurers both over the phone and via email
maintaining a training log throughout the year
identifying cross-selling and up-selling opportunities from their own account and cross sales within the team
client visits
maintaining high levels of existing business retention
networking
working towards achieving full product knowledge and obtaining Cert CII qualifications
building strong, long-term relationships with clients, colleagues and underwriters
to be responsible and accountable for the renewal retention, maintenance, negotiating premiums with underwriters, processing adjustments, preparing documentation and growth of a portfolio of clients for their personal insurance needs

Requirements

insurance
1 year at least experience in Insurance broking or underwriting
1 year at least experience in Insurance broking, claims or underwriting
Show more +6
enthusiastic and willing to work as part of a team
great sales acumen and target driven
A good level of literacy
good level of numeracy and spelling
competent business letter-writing skills
at least 1-2 years experience in an account-handling role within a general broker or in an Insurance Company Environment or similar industry/role

low salary - 8% lower than the average in this position

Earnings for position account handler

account handler - How much money do you make working at this position?
Average salary at company CLARK & JAMES is 2096£.
The national average salary is 2300£.

1500 £
Lowest

2500 £
Average

3500 £
Highest

Current offers for the position:

INSURANCE ACCOUNT HANDLER Broadstairs

Clark James Insurance Recruitment are working with an exciting and energetic specialist Insurance broker with a very friendly office in the Thanet area. They are experiencing excellent growth and demand from a loyal and rapidly growing client base which...

excellent opportunities for training and career development as the company firmly believe in promoting staff internally and rewarding commitment and hard work

Requirements: insurance

Job position: account handler

2023-05-17

£22,000 - £26,000 per annum, negotiable

INSURANCE ACCOUNT HANDLER Bromley

Clark James Insurance Recruitment are working with a really popular insurance broker who rarely recruit as they just don’t lose staff who genuinely enjoy coming to work each day This friendly Bromley area based broker have an opening due to expansion on...

the role is very much Monday to Friday, no shift work or weekend work, internal and external training

Requirements: 1 year at least experience in Insurance broking or underwriting, enthusiastic and willing to work as part of a team, A good level of literacy, insurance

Responsibility: new business, renewals and MTA’s, quotations using IT platforms, claims administration, client and insurer facing as well as telephone

Job position: account handler

2023-05-17

£25,000 - £40,000 per annum, negotiable

INSURANCE ACCOUNT HANDLER Chingford

Brand new role- (hybrid working after training) with a leading East London (Chingford area) based Insurance brokers who have an unusually low staff turnover as they know how to look after their staff. If you have been working in Insurance broking or underwriting...

chingford , London

Requirements: insurance

Job position: account handler

2023-05-10

£30,000 - £36,000 per annum, negotiable

INSURANCE ACCOUNT HANDLER East Grinstead

Working in Insurance and looking to get into Commercial broking? Clark James Insurance Recruitment are working with a brilliant Insurance Broker with a brand new opening has been released to us in their Commercial Insurance broking team. This role is ideal...

please apply today in strict confidence if you have the relevant experience, we will give you plenty of useful advice and tips if selected for interview and guide you through the entire process

Requirements: insurance

Job position: account handler

2023-05-01

£23,000 - £28,000 per annum, negotiable

INSURANCE ACCOUNT HANDLER Kingston upon Thames

Working in Insurance and looking for your next long term move? Clark James Insurance Recruitment are working with a brilliant Insurance Broker with a brand new opening has been released to us based in either their Personal Lines or Commercial broking teams...

please apply today in strict confidence if you have the relevant experience, we will give you plenty of useful advice and tips if selected for interview and guide you through the entire process

Requirements: insurance

Job position: account handler

2023-04-24

£25,000 - £40,000 per annum, negotiable

Salary in other companies in the position account handler

ASTRAL RECRUITMENT	5833 £	3333 £ 5833 £
MCNALLY ASSOCIATES	5208 £	3333 £ 5833 £
MCS GROUP	4166 £	3333 £ 5833 £
ALEXANDER LLOYD	3541 £	3333 £ 5833 £
MILLER INSURANCE SERVICES LLP	3483 £	3333 £ 5833 £
MILLER INSURANCE SERVICES LLP	3483 £	3333 £ 5833 £
RS FINANCIAL & PROFESSIONAL SERVICES	3458 £	3333 £ 5833 £
INSIGHT SELECT	3416 £	3333 £ 5833 £
DREAMSEARCH	3333 £	3333 £ 5833 £
COLLINS STIRLING & ASSOCIATES	3333 £	3333 £ 5833 £

mortgage advisor

12 the last 346 days, recently 2023-10-09

Responsibility

clark James Recruitment are working with a highly regarded Financial Services business
our client are looking to recruit professional and forward thinking CeMAP qualified professionals to join the team as Mortgage Advisors
working within a modern, bright and team orientated location this is an excellent place to work
Show more +1
to support and guide clients through the property mortgage process, through to completion

Requirements

ceMAP or equivalent
excellent timekeeping/ability to meet deadlines
forward thinking
Show more +5
tenacious approach to leads
customer focused
team player
good communicator
able to remain calm under pressure and work to tight deadlines

Benefits

company car

low salary - 8% lower than the average in this position

Earnings for position mortgage advisor

mortgage advisor - How much money do you make working at this position?
Average salary at company CLARK & JAMES is 2500£.
The national average salary is 2600£.

1500 £
Lowest

3150 £
Average

4800 £
Highest

Current offers for the position:

MORTGAGE ADVISOR - EMPLOYED - LEADS PROVIDED - Brighton, East Sussex - £30,000 - £40,000 per annum Brighton

The purpose of the role is to provide Mortgage advice and services to new and existing clients, leads are qualified and provided to the Advisors however the…

Responsibility: provide a Mortgage advice service to new and existing clients, you will be responsible for conducting initial meetings with prospective clients both face to face and via the telephone, you will need to gather information about clients financial circumstances to enable appropriate advice to be given, maintain client relationships and be customer focused

sales

Job position: mortgage advisor

2023-10-15

£30,000 - £40,000 a year

MORTGAGE ADVISOR Maidstone

Clark James Recruitment are working with a highly regarded Financial Services business.Our client are looking to recruit professional and forward thinking CeMAP qualified professionals to join the team as Mortgage Advisors.Working within a modern, bright and team orientated location this is an excellent place to work.RoleTo pro-actively generate new business.To support and guide clients through the property mortgage process, through to completion.Liaising with mortgage lenders, solicitors, and valuers.To encourage long term relationships with clients that encourage additional lending or re-mortgaging opportunities.All leads provided, our client have high levels of quality leads that can be provided to the successful applicant.CandidateCeMAP qualification or equivalent essential.Previous Mortgage experience an advantage however, not essential as training provided.Ambition, forward thinking and driven.Excellent client relationship skills.PackageAttractive basic salary + realistic levels of commission.Excellent benefits and incentives.Liability and DisclaimerThe information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.At Clark James Recruitment we are committed to Diversity, Equality and Inclusion within our teams, our clients and our candidates.Job Type: Full-timeSala

Responsibility: clark James Recruitment are working with a highly regarded Financial Services business, our client are looking to recruit professional and forward thinking CeMAP qualified professionals to join the team as Mortgage Advisors, working within a modern, bright and team orientated location this is an excellent place to work, to support and guide clients through the property mortgage process, through to completion

full-time

Salary: salary

Benefits: company car

Job position: mortgage advisor

2023-10-09

MORTGAGE ADVISOR Herne Bay

Clark James Recruitment are working with a highly regarded Financial Services business.Our client are looking to recruit professional and forward thinking CeMAP qualified professionals to join the team as Mortgage Advisors.Working within a modern, bright and team orientated location this is an excellent place to work.RoleTo pro-actively generate new business.To support and guide clients through the property mortgage process, through to completion.Liaising with mortgage lenders, solicitors, and valuers.To encourage long term relationships with clients that encourage additional lending or re-mortgaging opportunities.All leads provided, our client have high levels of quality leads that can be provided to the successful applicant.CandidateCeMAP qualification or equivalent essential.Previous Mortgage experience an advantage however, not essential as training provided.Ambition, forward thinking and driven.Excellent client relationship skills.PackageAttractive basic salary + realistic levels of commission.Excellent benefits and incentives.Liability and DisclaimerThe information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.At Clark James Recruitment we are committed to Diversity, Equality and Inclusion within our teams, our clients and our candidates.Job Type: Full-timeSala

Responsibility: clark James Recruitment are working with a highly regarded Financial Services business, our client are looking to recruit professional and forward thinking CeMAP qualified professionals to join the team as Mortgage Advisors, working within a modern, bright and team orientated location this is an excellent place to work, to support and guide clients through the property mortgage process, through to completion

full-time

We offer: bonus scheme

Salary: salary

Benefits: company car

Job position: mortgage advisor

2023-08-02

MORTGAGE ADVISOR - EMPLOYED Sidcup

Clark James Recruitment are working with a leading Mortgage Brokerages in the North Kent area.Due to expansion our client are looking to expand their team of Mortgage Advisers due to increased levels of business.RoleWe have an excellent opportunity for an experienced Mortgage Broker to work out of a very busy office.The office has a proven track record of delivering business.The role is full time, home and office working can be considered.Full admin support will be provided.Skills requiredCeMAP or equivalent (essential).Excellent timekeeping/ability to meet deadlines.Customer focused.Team player.Good communicator.Able to remain calm under pressure and work to tight deadlines.IT literate - Word, Excel, Outlook.PackageEmployed or, self-employed packages available.Employed - Attractive basic salary.Realistic OTE and attractive earnings.Job Type: Full-timePay: £30,000.00-£65,000.00 per yearSchedule:8 hour shiftMonday to FridaySupplemental pay types:Bonus schemeAbility to commute/relocate: Sidcup: reliably commute or plan to relocate before starting work (required)Work Location: One locationReference ID: JPCJ1015

Requirements: ceMAP or equivalent, excellent timekeeping/ability to meet deadlines, customer focused, team player

full-time

We offer: bonus scheme

Software: excel, word

Job position: mortgage advisor

2023-03-01

MORTGAGE ADVISOR - EMPLOYED Sidcup

Clark James Recruitment are working with a leading Mortgage Brokerages in the North Kent area.Due to expansion our client are looking to expand their team of Mortgage Advisers due to increased levels of business.RoleWe have an excellent opportunity for an experienced Mortgage Broker to work out of a very busy office.The office has a proven track record of delivering business.The role is full time, home and office working can be considered.Full admin support will be provided.Skills requiredCeMAP or equivalent (essential).Excellent timekeeping/ability to meet deadlines.Customer focused.Team player.Good communicator.Able to remain calm under pressure and work to tight deadlines.IT literate - Word, Excel, Outlook.PackageEmployed or, self-employed packages available.Employed - Attractive basic salary.Realistic OTE and attractive earnings.Job Type: Full-timeSalary: £30,000.00-£65,000.00 per yearSchedule:8 hour shiftMonday to FridaySupplemental pay types:Bonus schemeAbility to commute/relocate: Sidcup: reliably commute or plan to relocate before starting work (required)Work Location: One locationReference ID: JPCJ1015

Responsibility: full admin support will be provided

Requirements: ceMAP or equivalent, excellent timekeeping/ability to meet deadlines, customer focused, team player

We offer: bonus scheme

full-time

Salary: salary

Software: excel, word

Job position: mortgage advisor

2023-03-01

Salary in other companies in the position mortgage advisor

COMMAND RECRUITMENT	6041 £	4166 £ 6041 £
GCB AGENCY RECRUITMENT	5417 £	4166 £ 6041 £
HAWK PERSONNEL	5000 £	4166 £ 6041 £
COUNTRYWIDE	5000 £	4166 £ 6041 £
CAREERSTONE	5000 £	4166 £ 6041 £
RECRUIT UK	4800 £	4166 £ 6041 £
STELLAR SELECT	4792 £	4166 £ 6041 £
DEVERELL SMITH HOLDINGS	4305 £	4166 £ 6041 £
KNIGHT TEMPLE RECRUITMENT	4201 £	4166 £ 6041 £
YOUR MORTGAGE DECISIONS	4166 £	4166 £ 6041 £

Job title	National average salary	Average salary in this position	Average salary in this company	Average salary in this position in the country
mortgage advisor	2950 £	2562 £	2279 £	3077 £
account executive	2950 £	2791 £	2279 £	2862 £
account handler	2950 £	2095 £	2279 £	2402 £
accounts manager	2950 £	2666 £	2279 £	3381 £
area manager	2950 £	4166 £	2279 £	3474 £
claims handler	2950 £	1975 £	2279 £	2019 £
commercial account handler	2950 £	2305 £	2279 £	2498 £
commercial manager	2950 £	4166 £	2279 £	4891 £
compliance manager	2950 £	2083 £	2279 £	4477 £
financial adviser	2950 £	2000 £	2279 £	3775 £
financial services administrator	2950 £	1971 £	2279 £	2034 £
insurance advisor	2950 £	2083 £	2279 £	1919 £
insurance broker	2950 £	2459 £	2279 £	2670 £
insurance claims handler	2950 £	1947 £	2279 £	1925 £
insurance underwriter	2950 £	2500 £	2279 £	2893 £
manager	2950 £	2500 £	2279 £	3877 £
mortgage adviser	2950 £	2500 £	2279 £	3222 £
paraplanner	2950 £	2500 £	2279 £	2858 £
sales executive	2950 £	2395 £	2279 £	2352 £
senior paraplanner	2950 £	3333 £	2279 £	3598 £
team leader	2950 £	2500 £	2279 £	2576 £
technical lead	2950 £	3333 £	2279 £	6816 £
trainee estate agent	2950 £	1354 £	2279 £	1879 £
underwriter	2950 £	2916 £	2279 £	3556 £

Salary at CLARK & JAMES

Earnings on positions in CLARK & JAMES

CLARK & JAMES is looking for employees for positions:

financial services administrator

Responsibility

Requirements

Earnings for position financial services administrator

Current offers for the position:

FINANCIAL SERVICES ADMINISTRATOR Ilford

FINANCIAL SERVICES ADMINISTRATOR / PARAPLANNER Uckfield

FINANCIAL SERVICES ADMINISTRATOR Brighton

FINANCIAL SERVICES ADMINISTRATOR Brighton

FINANCIAL SERVICES ADMINISTRATOR Leicester

Salary in other companies in the position financial services administrator

paraplanner

Responsibility

Requirements

Earnings for position paraplanner

Current offers for the position:

PARAPLANNER Gravesend

PARAPLANNER Chester

Paraplanner Gerrards Cross

TRAINEE PARAPLANNER Gerrards Cross

PARAPLANNER Ashford

Salary in other companies in the position paraplanner

mortgage advisor

Responsibility

Requirements

Benefits

Trade

Earnings for position mortgage advisor

Current offers for the position:

MORTGAGE ADVISOR - EMPLOYED - LEADS PROVIDED - Brighton, East Sussex - £30,000 - £40,000 per annum Brighton

MORTGAGE ADVISOR Maidstone

MORTGAGE ADVISOR Herne Bay

MORTGAGE ADVISOR - EMPLOYED Sidcup

MORTGAGE ADVISOR - EMPLOYED Sidcup

Salary in other companies in the position mortgage advisor

account handler

Responsibility

Requirements

Earnings for position account handler

Current offers for the position:

INSURANCE ACCOUNT HANDLER Broadstairs

INSURANCE ACCOUNT HANDLER Bromley

INSURANCE ACCOUNT HANDLER Chingford

INSURANCE ACCOUNT HANDLER East Grinstead

INSURANCE ACCOUNT HANDLER Kingston upon Thames

Salary in other companies in the position account handler

mortgage advisor

Responsibility

Requirements

Benefits

Earnings for position mortgage advisor

Current offers for the position:

MORTGAGE ADVISOR - EMPLOYED - LEADS PROVIDED - Brighton, East Sussex - £30,000 - £40,000 per annum Brighton

MORTGAGE ADVISOR Maidstone

MORTGAGE ADVISOR Herne Bay

MORTGAGE ADVISOR - EMPLOYED Sidcup

MORTGAGE ADVISOR - EMPLOYED Sidcup

Salary in other companies in the position mortgage advisor