LIFT-FINANCIAL GROUP

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

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
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• 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
• excellent interpersonal skills
• hybrid working – 3 days in the office/2 days WFH
• ability to produce detailed and accurate work consistently to a high standard
• 5% employer pension contribution
• excellent understanding of the main financial products and the data required by Paraplanners and Advisers to analyse their ongoing suitability for clients
• why work for LIFT?
• 23 days holidays, increasing to 24 days when you reach 3 years of service, and 25 days when you reach 5 years of service. Plus opportunity to buy up to an additional 5 days each year
• annual discretionary bonus scheme
• quarterly staff recognition awards

Earnings for position paraplanner

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
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• 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

Requirements

• excellent oral and written communication skills
• must be proficient in MS Office applications
• willingness to study towards CII Mortgage qualification
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• 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
• outgoing, Positive, Can-Do Attitude
• A competitive salary - circa £17,000
• discretionary annual performance bonus
• birthday day off
• hybrid working – 3 days in the office/2 days WFH
• flexible working hours
• why work for LIFT?
• 23 days holidays, increasing to 24 days when you reach 3 years of service, and 25 days when you reach 5 years of service. Plus opportunity to buy up to an additional 5 days each year

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

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
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• 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
• hybrid working – 3 days in the office/2 days WFH
• permanent Health Insurance
• 4 x Death in Service
• 5% employer pension contribution
• why work for LIFT?
• 23 days holidays, increasing to 24 days when you reach 3 years of service and 25 days when you reach 5 years of service. Plus the opportunity to buy up to an additional 5 days each year
• annual discretionary bonus scheme
• exam and study support
• quarterly staff recognition awards