NJR RECRUITMENT

Responsibility

• location
• posted on
• salary Posted on
  Show more +60
• this role is based out of our client’s great office location in Preston, with onsite parking available
• reference
• brighton
• handling general scheme correspondence
• " Handling general scheme correspondence
• you will work within the existing broking team working with a varied portfolio of clients within the SME commercial market
• managing an existing book of business and ensuring retention targets are met
• assessing the insurance needs of your clients and ensuring solutions are delivered to best suit them
• sales and sales analysis including merchandising principles
• handling all pension scheme investments/sales including standard investments, loans, commercial property and unquoted equity
• " Handling all pension scheme investments/sales including standard investments, loans, commercial property and unquoted equity
• creating opportunities for new business through professional networking methods
• processing retirements and arranging pension payroll
• " Processing retirements and arranging pension payroll
• providing a top quality service and tailored approach to each client at all times
• being responsible for handling new business, existing business and renewals
• ensuring timely contact with all clients and prospects is maintained to ensure good working relationships are established
• managing and maintaining relationships with clients, taking overall responsibility for the client broking service
• costings and Margin calculations
• developing, managing and maintaining excellent working relationships with clients, bearing responsibility for their insurance needs and the overall broking service
• managing a book of commercial business, ensuring a first in class service is delivered to clients at all times
• supporting Account Executives with managing relationships and in growing the book of business
• managing and growing a portfolio, handling new business, existing business and renewals
• ensuring an exceptional broking service is provided to clients at all times
• providing a first-class service at all times, dealing with queries and issues in a timely manner
• establishing client demands, needs and requirements through fact finding, to ensure the correct level of cover is provided
• understanding of cost build up and variables affecting margin – transport, packaging etc
• understanding of cost build up and variables affecting margin - transport, packaging etc
• carrying out calculations
• " Carrying out calculations
• acting on opportunities to develop the book through taking advantage of any new business prospects that present themselves
• completing administrative tasks accurately and ensuring tasks are completed in a timely and efficient manner
• learning how to negotiate with insurers to ensure the best terms are secured for clients which cover their insurance requirements
• using excellent negotiation skills to secure the best possible deal for clients, ensuring their insurance needs are met
• identifying and introducing products and services to meet client needs
• A great new opportunity has come to market for an Account Handler/Executive working for a leading and long established Commercial Insurance Broker who aim to provide innovative insurance solutions for all its clients' needs
• liaising with partner brokers, ensuring insurance placements are coordinated
• immersing yourself in new business development, to support with growing our client’s book of business
• negotiating skills
• handling death benefit payments
• " Handling death benefit payments
• liaising and building relationships with insurers and customers, both internally and externally
• developing your book of clients, immersing yourself in generating and delivering on new business opportunities
• showing excellent organisational ability, managing your workload and providing a top class service to clients
• providing an excellent service to maintain your book, whilst also seeking opportunities for growth through new business
• actively seeking cross-selling opportunities and opportunities for new business
• this is a fantastic position as it will combine both the duties of an Account Handler whilst providing you the opportunity to gain responsibilities as an Account Executive, taking care of your own book of commercial clients and business
• utilising your personality and relationship building skills to develop a professional rapport with key client decision makers
• handling pension sharing orders on divorce
• " Handling pension sharing orders on divorce
• ensuring a best in class service is provided to all clients at all times
• designing, planning and executing insurance programmes for clients, keeping these appropriate and up to date at all times
• ensuring all client information is kept up to date and recorded accurately
• visiting and meeting clients, utilising your interpersonal skills to develop strong relationships
• providing an excellent level of service to clients at all times, maintaining and developing good working relationships
• managing your own client portfolio, identifying and delivering on areas to grow and develop your book of business
• making pension scheme alterations
• " Making pension scheme alterations
• working toward and monitoring own income targets and performance
• developing a pipeline of sales and new business opportunities to ensure targets are met

Requirements

• substantial knowledge of the insurance industry is essential, with a proven background as an Account Executive
• outstanding technical knowledge of Property Insurance products
• qualified to ACII level or be working towards this
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• proven experience working as an Account Handler in a commercial insurance broking environment
• excellent relationship management skills are a must, with the ability to build trust with clients
• will have proven commercial insurance broking experience, working in an Account Executive capacity
• good technical knowledge across a range of commercial products
• strong commercial insurance broking experience in an Account Executive capacity, with a proven background of developing excellent client relationships
• outstanding communication and negotiation skills are required to deliver the best deals to meet client needs
• strong, proven experience in the corporate/commercial insurance industry, with an outstanding technical knowledge of a range of product lines
• professional approach, energetic and motivated with passion and hunger to deliver
• A proven background and good experience as Account Executive in Commercial or Corporate insurance, with excellent client facing experience
• good knowledge of general insurance products and services
• an expert working knowledge across a wide array of commercial insurance products and classes
• an excellent knowledge and extensive experience of Professional Indemnity insurance
• will be an excellent communicator with a passion for providing a high-quality service to all customers
• good technical insurance knowledge and experience of larger, corporate risks would be fantastic
• strong analytical skills to support online sales channels
• excellent communication skills and the ability to build and maintain strong working relationships with colleagues and clients
• proven experience working as an Account Executive for a broker
• be qualified to ACII level or be working towards
• excellent communication skills, with the ability to develop and maintain solid working relationships with an array of different people/clients
• acturis experience is advantageous
• the ability to develop, manage and maintain outstanding relationships with all clients and stakeholders
• excellent communication and relationship management skills, with the ability to develop and maintain fantastic working relationships
• proven track record in increasing sales turnover & revenue and growth both on and off-line

Benefits

• company car

Earnings for position account executive

Responsibility

• location
• senior Financial Services Administrator
• financial Services Administrator
  Show more +48
• salary Posted on
• wakefield
• altincham
• reference
• hale, Cheshire
• altrincham
• A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers
• mold
• this role includes communicating with clients and providers, managing Adviser diaries and general financial administration
• efficiently process all administration relating to new/existing business and servicing queries
• preparing client valuations and meeting packs
• preparing pre-meeting documentation for the Advisers
• liaising with providers and the wider business to request information, as necessary
• undertaking general office duties
• processing new business applications
• producing valuations and preparing client packs in advance of client meetings
• liaising with providers to obtain information relating to client policies
• " New business processing
• " Preparing pre-meeting documentation for the Adviser
• chasing Letters of Authority
• " Valuations
• preparing suitability letters
• writing suitability letters
• " Processing new business applications
• liaising with Clients, Providers & third parties
• analyse and action the results of reports
• inputting data onto client management system
• " Client servicing, e.g., switches, rebalance, withdrawals etc
• administration tasks such as filing/scanning etc
• we are delighted to be recruiting for a well established Financial Planning firm that, due to expansion, are looking for an experienced Wealth Administrator to support a number of Advisers on a day to day basis in their offices in Wakefield
• " Creating Client Valuations & Illustrations
• " Providing quotes using exchange and platforms
• respond to written and telephone enquiries from clients and providers
• process applications/new business accurately and record the required management information
• " Chasing Letters of Authority
• the successful candidate will be joining a company who have built up an excellent reputation within the industry for their high quality approach to their clients, and ongoing support and training for their staff
• maintain client records within the back-office system in an orderly and comprehensive manner
• progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
• " Dealing with policy enquiries
• up to 23,000 + 500 increase with each passed exam
• with three offices based throughout Greater Manchester, and forming part of one of the largest firms of Wealth Managers in the UK, our Client offers first class training and support and ongoing career development
• " Liaising with Product Providers & third parties
• " Telephone and reception duties as required
• ensuring all required documentation is always on file
• ensure that files are complete post-sale with all required client identification documentation and necessary application forms
• A new opportunity is now available for an Administrator to join their professional Bolton office. Providing direct support to a Financial Consultant, and working alongside a team of Administrators the successful Candidate will be responsible for
• " General Admin support including handling post and typing
• ensuring all meeting follow-up work is completed within agreed timescales

Requirements

• " Dynamic, confident, and determined
• " Committed to putting the Client first
• " Highly organised, methodical, and disciplined
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• " Previous experience working within an IFA practice
• " Able to work to tight deadlines
• providing efficient administrative support to a number of IFA's
• " Providing efficient administrative support to a number of IFA's
• " Organised & methodical with excellent attention to detail
• " Updating and reprioritising your to-do list daily
• preparation of correspondence including letters and emails
• " Preparation of correspondence including letters and emails
• " Ability to prioritise and meet targets and deadlines
• being the main point of contact for IFA's, clients, life offices and members of the business
• " Being the main point of contact for IFA's, clients, life offices and members of the business
• " Effective communication skills
• " Able to follow instructions and work within defined business processes
• maintenance of all administration systems
• " Maintenance of all administration systems
• " Able to use back-office systems, ideally Intelligent Office, Selecta Pension, FE Analytics and Iress
• ensuring daily workflow is completed
• " Ensuring daily workflow is completed

Earnings for position financial services administrator

Responsibility

• location
• salary Posted on
• reference
  Show more +71
• to provide efficient administrative support to a number of IFA's
• to support the hybrid advisers in the corporate team to provide a high-class administration service for corporate/wealth clients and scheme members
• manchester
• derby
• processing daily orders and managing fulfillment of orders via various internal and external warehouses
• leicester
• warwick
• " Produce Suitability reports for Group Risk, Life and PMI
• york
• sale
• ensure compliance of Policies and Procedures
• dealing with submissions for broker and preparing these to be quoted by one of the Underwriters
• preparation of correspondence including letters and emails
• all areas of Stock forecasting, demand planning, supply planning and stock ordering across a portfolio of suppliers
• " Produce Pension Governance reports and supporting scheme information
• manage and resolve all incoming calls from internal customers
• efficiently process all administration relating to new/existing business and servicing queries
• processing sales orders, monitoring orders to highlight any potential issues, arranging bookings and deliveries
• build a rapport with the advisers within the firm to ensure that good relationships are maintained
• maintenance of all administration systems, ensuring all client data is accurate and up to date
• undertaking all necessary pre-underwriting checks, ensuring risk information fits the criteria
• general office admin tasks including scanning and filing
• to maintain and develop relationships and contacts with corporate/wealth clients/providers to ensure a professional service at all times
• raise account invoices and credit notes in a timely and accurate manner
• " Analyse clients' circumstances, needs and objectives
• " To prepare and process all new business applications
• to create and manage all product activities through the end-to-end product lifecycle process
• arranging pro forma invoices and chasing payments to assist the accounts department
• to monitor new vendor set up forms with regard to vetting of potential vendors, anticipated annual spend and identify anomalies
• sourcing information from external sources
• liaising with providers and the wider business to request information, as necessary
• contribute into the design and implementation of quality standards
• assist with the management of the IFA's portfolio of existing business
• maintaining system parameters to maximise forecast accuracy and ordering efficiency
• creating meeting packs
• answering the telephones in a professional manner, conforming to Company standards
• complete actions to enable the creation of account invoices in a timely and accurate manner
• " Provide research and discussion documents
• " Responsible for ensuring that all procedures and compliance requires are adhered to, whilst meeting agreed service and business standards
• producing valuations and preparing client packs in advance of client meetings
• liaising with the warehouse to brief in order requirements and any additional reprocessing needed
• liaising with product providers, Financial Advisers and colleagues
• assist with the preparation and production of sustainability reports as required
• uploading all information into the database and keeping this up to date
• dealing with the incoming and outgoing post
• " To carry out compliance documents checks in accordance with FCA guidelines and internal business standards
• prepare new business and review packs for IFA client meetings
• to liaise with corporate/wealth clients by telephone, in person and in writing
• communicate clearly with Warehouse customer services team to ensure a smooth transition from Warehouse to customer
• " Obtain quotations, key features, applications, and other relevant paperwork to advisers for their client meetings
• maintain the sales order book and review availability with Supply Chain Planners highlighting availability & overstock risks to the Account Manager
• preparing suitability letters
• completing new line forms, web and packaging forms for customers to assist the sales department
• producing and chasing letters of authority
• obtain research when requested for Protection and Annuity products
• support with information gathering for tender submissions, creation of internal and external resources and other sustainability related requirements
• diary Management for the Financial Advisers
• to liaise with product providers and any third parties as appropriate
• maintain and develop existing and new customers through individual account support
• " Process renewals of Employee Benefit Schemes including the checking and issuing of annual accounts
• create daily/weekly and monthly reports ready for our customers to be shared by the Account Managers
• analyse and action the results of reports
• creating and maintaining clients records in the CRM system
• manage availability of sustainability resources, such as leaflets and fact sheets through an internal self-serve SharePoint
• adding and updating client details on the system
• monitoring MOJ and allocating anything on MOJ portal
• " To prepare correspondence for the Advisers as and when required
• provide mortgage research for IFA's using online systems
• to prepare new business applications in accordance with the Company's standard procedures and compliance guidelines
• creating supporting order documentation to ensure compliance with applicable rules and regulations
• " Draft employee/scheme member communications

Requirements

• financial Planning
• investments
• pensions
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• administrative experience is critical, ideally within a specific technical and/or compliance field
• experience in a procurement administrator / assistant or similar role
• " Good communication skills, both oral and written
• understanding of and experience working within the Property Management sector preferred but not essential
• " Excellent planning and organisational skills
• excellent data management skills with the ability to identify inconsistencies
• excellent Verbal and Written Communication skills with strong analytical skills
• " Demonstrate varied experience in an Financial Services Administration role
• " Accurate keyboard skills
• you will be a highly organised individual and able to work calmly within a fast-paced environment
• ability to communicate effectively and clearly at all levels
• " Excellent accuracy skills and attention to detail
• knowledge of FCA rules would also be great, although not essential

Earnings for position administrator

Responsibility

• location
• trainee Paraplanner
• trainee Paraplanner / Report Writer
  Show more +79
• salary Posted on
• wakefield - Hybrid Working
• reference
• NJR Recruitment is delighted to be once again recruiting for an outstanding wealth management firm in the Wakefield area
• to prepare suitability reports and the associated research/ documentations ensuring that clients files are compliant
• manchester
• preston
• who are now looking for an ambitious Paraplanner to join their team based in Grimsby
• bury
• warwick
• lytham St Annes
• kidderminster
• sandbach
• nottingham
• telford
• bolton
• hale, Cheshire
• knutsford, Cheshire
• leeds
• worcester
• " Accurately and efficiently support the Managing Director
• wakefield
• our Client is a fast-growing Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK
• birmingham
• doncaster
• provide technical research support to the financial planners
• checking all compliance paperwork is present
• " Prepare information and comparisons for analysis
• they are now looking for an ambitious Trainee Paraplanner to join their team based in Wakefield with Hybrid working available
• closely liaise with clients
• confirm client risk profile is determined correctly
• prepare suitability reports
• analysing data and using research tools to provide solutions to meet client needs
• managing the research & analysis of financial products to meet client's requirements
• liaising with advisers as appropriate
• identify and obtain information necessary to compile financial cash flow forecast
• " Receiving instructions during debriefings from advisers following client meetings
• " Review and analyse clients' existing portfolios and research to meet any new client requirements
• prepare full suitability reports
• discuss and document client circumstances and objectives
• gathering information from Providers
• researching products to support recommendations
• collating and gathering client's financial records
• making sure clients receive relevant documentation and reports in a timely manner
• compiling suitability reports
• " Interpreting data obtained by advisers during client meetings
• " Prepare files
• prepare summary of recommendations for administrators to prepare the client pack
• identify and obtain the information necessary to compile financial cash flow analysis
• create research reports on behalf of the adviser to compare product providers
• confirm that the information meets compliance requirements
• great basic salary
• " To prepare suitability reports and the associated research/ documentations ensuring that clients files are compliant
• " Develop and maintain effective relationships with clients and colleagues
• " You will record your client communications including client related communications with third parties
• " Provide high quality support to our Consultants
• you will record your client communications including client related communications with third parties
• compiling financial planning reports
• to provide efficient administrative support to a number of IFA's
• liaising with third party providers
• prepare recommendations
• " Preparation of complex Suitability Reports
• review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers
• responsible for providing support to the Paraplanners within the team
• develop and maintain effective relationships with clients and colleagues
• " Ensure all client work is compliant and support with relevant paperwork
• liaise with clients, providers and other third parties
• produce client suitability reports confirming new recommendations in accordance with the Company's internal standards and compliance procedures
• " Analysing data and using research tools to provide solutions to meet client needs and objectives
• assist in preparing recommendations
• create product illustrations as required
• " Prepare suitability reports appropriate to level of experience and under relevant supervision
• " Draft Technical suitability report 's in accordance with compliance guidelines
• preparation of correspondence including letters and emails
• identify and discuss areas for planning with the adviser
• " Liaising with product provider to collate pension and investment information for replacement contracts
• undertake the necessary research and analysis of Funds and products
• " Prepare suitability reports within agreed timescales
• analysing data and using research tools to provide solutions to meet client needs and objectives

Requirements

• financial Planning
• investments
• pensions
  Show more +2
• " Level 4 Diploma qualified in financial planning
• " High level of Investment and Pension knowledge

Trade

• banking & Finance
• Banking & Finance

Earnings for position paraplanner

Responsibility

• location
• IFA ADMINISTRATOR - Pensions & Investments
• salary Posted on
  Show more +50
• reference
• liaising with Corporate Clients on the phone and via email to deal with queries regarding their employee benefits policies
• leeds
• sale
• formby
• glasgow
• NJR Recruitment is working in Partnership with unique and modern firm of HNW Wealth Planners
• bury
• stockport
• manchester
• leicester
• aberdeen
• deliver superior analytical and consulting support to consulting teams and clients in a timely manner
• " Processing & diarising Letters of Authority
• an exciting opportunity is available for an ambitious and talented candidate to join their expanding team
• " Process new drawdown and transfer out requests
• " Create illustrations as required
• provide technical support to clients and colleagues
• " Have timely communication with the advisers and members to notify them of any issues with the member's request
• " Process new business 'EBS' applications
• " Liaising with Corporate Clients on the phone and via email to deal with queries regarding their employee benefits policies
• take ownership of delivery of tasks, proactively manage own workload and manage client relationships to support retention & growth
• " Deliver superior analytical and consulting support to consulting teams and clients in a timely manner
• " Ensure all requests are tracked till completion
• " Process all protection online applications
• this is an extremely busy role working in a vibrant team where your duties will include
• partner with internal/external stakeholders to achieve best service for client
• " Perform necessary technical calculations
• " Monitor and compile sign up packs for all business & chase adviser for completion
• processing of new business
• ensure quality of own work through right first time approach
• " Provide technical support to clients and colleagues
• " Process investment withdrawals for one off and regular payments on time for payments to the members on time
• " Identify non 'origo options' cases and obtain discharge forms at onset
• client management
• location: Knutsford
• develop and maintain appropriate technical and market knowledge
• " Process member benefit payroll and use Sage Payroll to calculate tax
• " Liaise with ceding schemes to obtain information
• " Take ownership of delivery of tasks, proactively manage own workload and manage client relationships to support retention & growth
• having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is commitment to providing high levels of professionalism to clients and employees alike
• servicing existing business
• " Partner with internal/external stakeholders to achieve best service for client
• deal with client and member queries , with support as appropriate in line with service level agreements to ensure timely client delivery
• attend client meetings as required
• " Use HMRC online services to process income tax
• " Generate CYC's for non-complex cases & liaise with the Technical Support Team regarding the output
• " Ensure quality of own work through right first time approach
• platform based work
• " Send weekly emails to advisers with a summary of case updates, including timescales

Requirements

• at least 3 years Group Risk/Employee Benefits experience from either an employer, Broker or Insurer environment
• excellent written and oral communication skills
• " Assisting senior consultant with preparing information for annual client meetings, reviewing file, obtaining investment values, drafting report
  Show more +11
• assisting senior consultant with preparing information for annual client meetings, reviewing file, obtaining investment values, drafting report
• strong time management and planning/organisational skills, ability to work to deadlines
• " Preparing and checking documents to establish new SSAS schemes and takeover of existing SSAS schemes
• preparing and checking documents to establish new SSAS schemes and takeover of existing SSAS schemes
• " Dealing with all stages involved with property purchases and loans, liaising with the client and the lawyers, reviewing legal documents
• dealing with all stages involved with property purchases and loans, liaising with the client and the lawyers, reviewing legal documents
• previous DB or DC pension administration experience
• " Previous DB or DC pension administration experience
• previous experience within pensions/financial services industry Excellent organisational and prioritisation skills
• " Preparing and processing investment paperwork
• preparing and processing investment paperwork

Benefits

• company car

Earnings for position pensions administrator