LIFT-FINANCIAL GROUP is looking for employees for positions:
account handler
Requirements
excellent technical knowledge of personal and commercial lines products gained in a broking role
certified by the Chartered Insurance Institute
minimum 2-3 years of previous experience in the commercial insurance industry
excellent administration and communication skills
A competitive salary
ability to build and maintain productive relationships with clients, insurers, and colleagues
birthday day off
intermediate skills in the use of the Acturis Insurance platform
Responsibility
to undertake reasonable additional duties at the request of your Line Manager as may be required from time to time
to provide dedicated, accurate and efficient support for the LIFT-Insurance Account Executives for both their private and commercial clients
provide post-meeting administration support to the Account Executives ensuring that all work is completed within agreed timescales
mortgage administrator
Working hours
full-time
Responsibility
LIFT-Mortgages is an appointed representative of LIFT-Financial, part of the LIFT-Financial Group Limited
as a Mortgage Administrator at LIFT-Mortgages, you will be responsible for providing a dedicated and efficient administrative support for the Mortgage Case Handlers and Consultants
ensure all information is entered onto Intelligent Office maintaining up-to-date records of client's personal details, plans, contact history and task history ensuring that all compliance requirements are met
ensure that all rate switches are keyed to the lender on the same day that the paperwork is received
open, sort and distribute the incoming post for the Mortgage team and provide cover on a rota basis for the outgoing evening post
to undertake reasonable additional duties at the request of your Line Manager as may be required from time to time
complete ad-hoc projects and tasks as required by the Head of Mortgages, Mortgage Consultants, or the Mortgage Team Manager
Salary
salary
Education
GCSE or equivalent
Requirements
excellent oral and written communication skills
must be proficient in MS Office applications
willingness to study towards CII Mortgage qualification
GCSE qualifications or equivalent
flexible team player with the ability to build relationships with consultants
intermediate Intelligent Office skills
flexible Team player with the ability to build relationships with consultants
outgoing, positive, can-do attitude
paraplanner
Requirements
qualified to Diploma level qualification in Financial Planning
desire to achieve Chartered status
qualified to or studying towards Diploma level qualification in Financial Planning
excellent understanding of the Financial Planning process
A competitive salary
able to work within defined business processes, as part of a team and individually on own initiative
ability to achieve agreed outcomes without supervision, prioritising and planning own workload
birthday day off
Responsibility
manage own workflow position and provide updates to the Director of Risk
ensure Intelligent Office is kept up to date with clients and portfolio details as necessary and required
complete portfolio reviews and rebalancing requests