An exciting opportunity has arisen for an experienced Paraplanner to join a professional team of Independent Financial Advisers in Essex that specialise in pensions, mortgages, investments, healthcare, life assurance, long term care, offshore investments and Estate tax planning. Based in Brentwood, Essex, the successful Paraplanner will work full time, earning a salary of £25,000pa.
As a Paraplanner you will be dealing with the company’s new business clients, bespoke clients and existing clients. The successful Paraplanner’s core duties will include, but will not be limited to:
• Completing financial fact finds and calculations
• Preparing and writing reports – producing relevant client paperwork
• Producing suitability letters and reports
• Providing a high level of technical support – dealing with complex queries and scenarios
• General administration around IFA tasks
The successful Paraplanner will have demonstrable experience in a similar financial role (good technical knowledge is more important than qualifications) and should have knowledge of products for pensions, investments and protection. Knowledge of SIPPs and SSASs would be advantageous. In addition, the successful Paraplanner will also have the following skills/experience:
• Excellent report writing skills
• A good understanding of compliance processes and issues
• Ability to recommend appropriate solutions and products
• Excellent IT and analytical skills
• First class verbal and written communication skills
• Strong organisational skills and good time management
• Thorough attention to detail
If you have a proven history in Paraplanning and/or finance and are interested in this exciting Paraplanner vacancy in Brentwood, Essex, please apply by submitting your CV along with cover letter that explains why you believe you are suitable for the Paraplanner position.See full details.
Are you looking for a new challenge?
Do you have experience within Credit Control and Accounting?
We are currently working for an experienced Credit Controller / Accounts Technician to join a growing team within Purfleet, Essex on a permanent basis.
Overview of the Role: To ensure the smooth and efficient operation of the department.
Duties and Responsibilities:
• Generating a daily default report from each payment provider and dealing with accordingly.
• Running the in-house diary system, investigating any diaries to check the status of premium finance and taking necessary action depending on the outcome.
• Dealing with daily integration errors, referrals/requests that arise for finance houses with the client.
• Check and scan any credit agreements received on to clients file and forward to Insurers with deposit cheque if required.
• Carrying out a daily audit on our master sheet, looking at all entries from the same day a week ago.
• Checking every case on our third party payment site (sage) to ensure that our advisor has debit the payment advised.
• Checking every case that has selected ‘auto debits’ to ensure that the clients file on the system has been diarised correctly to ensure further payments are taken.
• Checking every case were premium finance was selected to make sure that the finance agreement has been set up with selected finance house.
• Attempting to debit any due ‘auto debit’ payments populated from our in-house diary system and handling any failed payment attempts accordingly.
• Dealing with all cancellation requests – requested by the proposer of the insured policy or enforced by the Insurer.
• Running the in-house diary system dealing with any other credit control specific diaries arising.
• Investigate and respond to any credit control e-mails/telephone calls. Making sure that our organisation is represented, at all times, in a professional and courteous manner.
• Ensure that all credit/debit notifications from Insurers are dealt with in a timely manner.
• Obtain the Premium Finance statements when generated, throughout the month, and reconcile items against our system.
• Reconcile Insurers and add-on provider’s monthly accounts, ensuring that all monies are settled correctly. Any query items raised are investigated both with the Insurers and in a timely fashion.
If you are interested within this role and would like to be considered, then please submit your CV for consideration.
Qube Recruitment does not discriminate on the grounds of age, race, gender, disability, creed or sexual orientation and complies with all relevant UK legislation. We are acting as a Recruitment Agency in relation to this role.
A superb opportunity exists within this leading, independent East Anglian broking organisation.
They seek an individual to initially become responsible for the office based servicing of a varied book of commercial clientele where you'll be responsible for all the usual account handling duties including renewal preparation, mid term adjustments, rebroking, client and insurer liaison etc.
It is expected that this role will quickly evolve into a full Commercial Account Executive role where you will take ownership of the book and become responsible for it's retention and growth as well as identifying and other new business opportunities.
We're particularly keen to hear from commercially trained candidates from Colchester, Ipswich , Norwich and or Bury.
This is a rare and exciting opportunity that comes with tangible progression and with an employer that remains proudly independent and carries an outstanding reputation for excellence and super client service.
As our client are able to consider a spectrum of candidates for this role there is a wide salary range available.See full details.
An experienced Estimator / Contract Manager is required for our Essex based independent scaffolding contractor.
This role is ideal for a self-motivated individual with experience of the scaffolding sector, either gained directly from within the scaffolding industry OR through working in the construction industry. You will be working closely with the other management personnel within the company and, producing quotations in response to tenders and contracts of varied values.
Skills & Experience:
Proven Estimator / Contracts Manager experience within construction / scaffolding / or other relevant sectors.
Must be IT Literate to produce professional quotations using SMART Scaffolder software and retrieve relevant documents from a variety of media.
Good understanding of Health and Safety requirements.
Ability to work alone but also as part of team.
Generating new business from effective quoting on inbound enquiries.
Prepare detailed quotations using SMART Scaffolder with a realistic breakdown of cost budgets.
Price variations to existing contracts.
Report to management on enquiries, orders and estimates in a timely manner.
Follow up on quotations.
Agree accounts with Main Contractor and resolve any disputes in a timely manner.
The central point for estimating, including implementing best practice documentation, processes and procedures for efficient estimating.
This is an exciting long term career opportunity to join one of Essex most up and coming scaffolding firms in a management level role.
About the Candidate:
Able to help with the growth of the business.
Great communicator and strong with paperwork.
MUST have an in-depth knowledge of the scaffolding industry.
You MUST come from an estimating background.
You will be willing to work in a dual role.
Chadwell Heath, Barking and Dagenham, Greater London
11 hours ago
Driven by success and reward?
Start Date: ASAP
Basic Salary £20,000 to £25,000 per annum OTE £60,000 to £100,000 + Car
Location: Chadwell Heath
Hours: 5 days per week including a Saturday.
Benefits: Pension, Life Insurance, Private Health Care, Company Rewards and Incentives, Child Care Vouchers
Here at Douglas Allen we are looking for confident and driven Mortgage Advisor to join our very successful team in the Chadwell Heath office. The area is it is a fabulous place to work with the very busy first time buyer market you will never be short warm leads along with full administration support.
Duties will include:
•To “Out Passion” our customers at every opportunity.
•Seek the best financial and mortgage solutions for our customers.
•Identifying and initiating leads from other sources.
•Selling associated insurance products from Legal & General.
•Meeting and exceeding targets.
•Working closely with the Branch Manager.
•Training and coaching the team on Mortgage products.
We need you to be:
•Confident, resilient and enjoy healthy and fun competition.
•Professional, organised and have a great work ethic.
•Flexible and adaptable
•Hardworking with the desire and determination to achieve your targets.
•Great at building relationships with customers.
Douglas Allen is part of the Arun Estates Group who are market leaders in many areas across over 100 branches in the south east and we have a very successful and respected mortgage services team - Mortgage Matters Direct. You may already have experience within Estate Agency, a Mortgage Brokerage or a High Street Bank or Building Society, but now ready to move your career and earnings potential forward.
As a Mortgage advisor you will require full CEMAP or equivalent and a full driving license.See full details.
Urgently required for our client, a large Financial Services company based in Basildon, is looking to recruit Experienced Customer Service Advisors with excellent communication for:
*** Sociable hours
*** Full Time temp work
*** A position in modern, vibrant offices
*** Excellent career opportunities
*** A challenging, face paced environment
If you enjoy providing the highest levels of customer service and query resolution; if you always go the “extra mile” to help your customers and if you are seeking a genuine career opportunity within a company that recognises and rewards efforts and results, apply NOW!
All you need to secure one of these sought after roles is previous Customer Service experience gained within Banking, Insurance or Financial Services (essential); immediate availability and a positive, enthusiastic telephone manner.
If this sounds like the perfect opportunity, please contact Kerry.See full details.
Lloyds broker based in City have an opening within their Corporate team for an Account Executive. You will have experience handling Corporate accounts and be responsible for dealing with renewals, new risks, quotations, client and underwriter liaison and handling full account manaqgement. Excellent opoportunity
MW Appointments is acting as an Employment Agency in relation to this vacancy.See full details.
Established Lloyds Broker in the City of London predominantly dealing with US business.
Support busy brokers as well as developing your knowledge and skills.
·Preparing MRC Slips
·Creation of endorsements
·Creating cover notes, credit notes and debit notes
·Creation and submission of LPANs
·Closings to Xchanging
·Use of the repository
·Preparing statistics and information pages
·Responding to broker and underwriter queries
Cross-class of US risks including Trucking, Financial Institutions and Professional Indemnity
You must have Lloyds Broker support duties as listed above to be successful in this role.
MW Appointments is acting as an Employment Agency in relation to this vacancy.See full details.
A prestigious and award winning Commercial broking organisation in Central Essex are recruiting - they don't often have roles so apply today for more info and a confidential conversation!
Clark James Insurance Recruitment are working closely with a leading mid Essex insurance broking organisation seeks an experienced UK commercial account handler to join their specialist team.
You will inherit a portfolio of key clients and will be working alongside the Account Executives and will be responsible for providing the highest possible levels of client service at all times.
Your wide and varied role will include but not be limited:
• Renewal preparation
• Rebroking where appropriate
• Handling mid term adjustments
• Client , Insurer and Interdepartmental liaison
Key skills required will be
• Over 2 years commercial insurance experience gained from within a leading insurance broking organisation
• Ideally Cert CII qualified
• Advanced communication, relationship management and negotiation skills
• A cross class knowledge of UK commercial insurance products to include Commercial Combined , Fleet and/or Motor Trade .
In return you can expect a highly rewarding office environment, a varied client portfolio and an excellent salary and benefits package.
Our leading client based in the Colchester area is seeking a Mortgage Helpline Advisor/Pre Screener to join their busy team. You will have strong customer service skills and have the ability to work under pressure. Due to the excellent service they provide they are open 7 days a week, so you will be required to work on average 3 out of 5 weekends on a rota basis from 10am-8pm.
Contact clients referred and provide personal and financial information in a professional efficient manner.
Qualify the house builder’s customers for government schemes and provide mortgage information such as lenders available, interest rates and fees.
Make appointments for the Mortgage and protection advisors.
Ensure that your clients and pipeline are dealt with in an efficient manner.
Follow all processes set out for the team and individuals.
Respond quickly and positively to any request and demonstrate flexibility in your approach to work.
Excellent telephone manner.
Provide excellent customer service to the introducers and their clients.
Ability to work effectively and well towards your own targets while contributing to the team.
Efficient and organised with an excellent attention to detail.
Target driven and highly motivated.
Client focussed and excellent communication skills both oral and written.
Strong IT skills.
20 days holiday plus bank holidays or lieu days.
Excellent chance for progression.
At Pyramid Recruitment we would love to provide feedback to every applicant that submits an application to our advert, however this is not always achievable due to the high volumes of applications we receive. We kindly ask that if you have not heard back from us within five days of submitting an application to note your application, on this occasion, has not been successful. Pyramid Recruitment Services ltd are acting as an employment agency for the advertised role. The Pyramid team of consultants are all experts in their field of recruitment, these include, but not exclusively, engineering, back office staff, management, sales and temporary staffing solutions. The Pyramid team has a number of years’ experience helping find the right positions for their candidates and the right people for their clients. The consultants are all passionate about delivering a professional and efficient service. With a centrally located office in Colchester we are well equipped to assist with staffing requirements (both temporary and permanent) throughout Essex and Suffolk, across a wide range of sectors.See full details.