A Marketing Business Development Advisor is required to join a new Independent Financial Advisors based in Surrey (Banstead. Development Advisor Key Accountabilities Identify new prospects and client contacts. Develop a business development strategy and targets in conjunction with the company owner. To manage clients and develop long term relationships. To undertake introductory and exploratory calls to new and prospective clients. Provide a practical approach to identifying and supporting client requirements. To act as first point of contact for client enquiries and technical queries. To act as liaison between clients and sales office ensuring sales leads are actioned. To efficiently market the company to provide new business leads. Competencies Energy drive focus results oriented Personable Influence Persuasiveness Project Planning and Control Tenacity and resilience Experience Knowledge Experience of working in the financial services industry preferred. Understanding of the importance of business development and client management. Skills Ability to communicate clearly at all levels. Excellent numeracy skills. Ms Office skills must be capable of using Excel to a good level. Personal Attributes Highly motivated and passionate about achieving results. Ability to recognise and capitalise on commercial opportunities. Excellent attention to detail. KpiS Increase in volume of sales enquiries. Increased turnover in line with targets. Increased volume of sales. Repeat business. Opportunities To grow a business and share in the revenue of the business. On the job training. Basic salary. Uncapped bonus structure. Cvs required.
Pensions Administrator Â?22000 26000 Our client based in the Godalming area are looking for an experienced Pensions Administrator who hold a Cf1 or at least working towards this. Your duties will include Administrative support in the following areas Scheme Establishment Scheme Reviews Maintaining Database Records Investment Borrowing Transactions Inland Revenue Correspondence and Reportable Transactions Tax Matters Retirement Scheme Accounts Trustees Reports and Actuarial Reports Pensioner Trustee Responsibilities Advice to Brokers- To undertake such administrative work as delegated by the consultant. Your experience will need to be current to be considered for this role and you will have at least a years- 2 years experience.
Vocational Consultant Â?27297 to Â?40946 Dorking About Unum Unum is a leading income protection insurer helping to bring financial security to over 1.8 million people in the UK and insuring 47 of Ftse 100 companies. Our parent company in the Us provides benefits for 38 of Fortune 500 companies. About the role This is an excellent opportunity to launch a corporate career within an ever-growing organisation and play an integral part in our future success. We are committed to bringing Income Protection to the UK s workforce because everyone needs a Financial back up plan should they get ill or injured. Your task? To support the assessment of claims as well as assisting individuals back to work through case management. Working on a number of cases at any one time you ll be able to see each one through to conclusion knowing that you ve played a huge part of getting their lives back on track. One of your challenges will be to compare an individual claimants pre-disability jobs with their physical and or psychological restrictions and limitations as well as identifying those cases who would benefit from vocational rehabilitation intervention. About you You ll ideally have experience in a similar role at an insurance company or you might be an Occupational Therapist or Occupational Psychologist with experience or an interest in vocational rehabilitation. As this kind of job is common in Australia and New Zealand we welcome applications from those who are eligible to work in the UK. Whatever your background you ll need a qualification in one of the following Occupational Therapy Nursing Occupational Health Occupational Psychology and or Vocational Case Management. Cdmp is desirable. You ll also bring the ability to give and receive constructive behaviourally-based feedback with peers and partners. A confident mentor of others you can apply a range of vocational assessment tools and databases including vocational occupational analysis and transferrable skills analysis. Apply If you are looking to make a valuable contribution within our exciting organisation we d love to hear from you. For the full job description and to apply for this post please click the above link to apply online via our website.
A global Asset Manager has an excellent entry level opportunity for people looking for a career in the Investment Management industry. Applicants for this role Must have customer service experience preferably in the financial services. Experience of speaking to clients over the phone is also desirable. Excellent communication skills are essential for building relationships with clients and a pro-active and hardworking attitude as this is a fast paced role. Candidates also must be able to get to South London Surrey. Please visit our website w.masonblake.com
A global Asset Manager has an excellent entry level opportunity for people looking for a career in the Investment Management industry. Applicants for this role Must have customer service experience preferably in the financial services. Experience of speaking to clients over the phone is also desirable. Excellent communication skills are essential for building relationships with clients and a pro-active and hardworking attitude as this is a fast paced role. Candidates also must be able to get to South London Surrey. Please visit our website w.masonblake.com
Exciting new job opportunity for an experienced Account Handler to join a small and successful insurance brokerage based in Purley. Working in a small and friendly environment with the Director of the company you will be required to build and maintain existing relationships as well as proactively grow and bring in new accounts. We are currently using the accounts system Acturis so previous experience working with this system would be an advantage although full training will be given if you have solid experience working within the Insurance industry. You Must have had experience working in a similar role within the insurance industry. For the right person this offers progression and the opportunity to develop rapidly within the growing company. Initial salary 18000 22000 per annum If you are interested in the position please apply to this advert urgently as we are looking to recruit for this role Asap.
Job Description Plan Insurance are currently seeking 3 New Business Sales Advisors. The successful applicants will be responsible for handling inbound new telesales enquiries and negotiating new business sales terms within Plan Insurances lively new business teams. Enquiries are to be pursued to ensure the highest possible conversion rate. All work is to comply within Fsa Regulations. No cold calling is necessary as sufficient leads will be provided. Salary is negotiable depending on experience. Bonuses are paid in addition to basic salary and are based on achieving realistic team sales targets. Desired Skills Experience The successful candidate will have a proven track record of exceeding sales targets and will have been a top performer on a consistent basis. They will be tenacious driven dynamic and determined to achieve desired goals. Although previous insurance experience is preferable a proven track record of delivering in new business sales is essential. A strong organisational ability is required along with excellent relationship building and communication skills. The Company subscribes to an online system giving fully approved in house product and compliance training. Sponsorship is also available for willing staff members to take recognised insurance qualifications. Company Description Plan Insurance Services is a trading name of The Plan Group Ltd. The Plan Group Ltd has been in operation since 2001 and offers an extensive range of insurance products via specialist departments Commercial Plan Insurance Chauffeur Plan Insurance and Trade Plan Insurance. Plan Insurance is a lively target focused work environment with a great atmosphere where staff are expected to deliver service value and expertise with energy. The company currently handles over Â?13000000 Gwp and it is growing rapidly. Specialist divisions within the company arrange Motor Trade Chauffeur and Commercial Insurance lines. All are thriving despite the difficult economic conditions. Career advancement opportunities within a forward thinking company await the successful candidate. Additional Information Posted May 23 2011 Type Full-time Experience Associate Functions Sales Industries Insurance Compensation Â?15000 Â?18000 Basic Bonus up to 30 Sales Target Bonus
Job Description Plan Insurance are currently seeking 3 New Business Sales Advisors. The successful applicants will be responsible for handling inbound new telesales enquiries and negotiating new business sales terms within Plan Insurances lively new business teams. Enquiries are to be pursued to ensure the highest possible conversion rate. All work is to comply within Fsa Regulations. No cold calling is necessary as sufficient leads will be provided. Salary is negotiable depending on experience. Bonuses are paid in addition to basic salary and are based on achieving realistic team sales targets. Desired Skills Experience The successful candidate will have a proven track record of exceeding sales targets and will have been a top performer on a consistent basis. They will be tenacious driven dynamic and determined to achieve desired goals. Although previous insurance experience is preferable a proven track record of delivering in new business sales is essential. A strong organisational ability is required along with excellent relationship building and communication skills. The Company subscribes to an online system giving fully approved in house product and compliance training. Sponsorship is also available for willing staff members to take recognised insurance qualifications. Company Description Plan Insurance Services is a trading name of The Plan Group Ltd. The Plan Group Ltd has been in operation since 2001 and offers an extensive range of insurance products via specialist departments Commercial Plan Insurance Chauffeur Plan Insurance and Trade Plan Insurance. Plan Insurance is a lively target focused work environment with a great atmosphere where staff are expected to deliver service value and expertise with energy. The company currently handles over Â?13000000 Gwp and it is growing rapidly. Specialist divisions within the company arrange Motor Trade Chauffeur and Commercial Insurance lines. All are thriving despite the difficult economic conditions. Career advancement opportunities within a forward thinking company await the successful candidate. Additional Information Posted May 23 2011 Type Full-time Experience Associate Functions Sales Industries Insurance Compensation Â?15000 Â?18000 Basic Bonus up to 30 Sales Target Bonus
Location Surrey Salary up to Â?25000 Contract Permanent Hours Full-Time Reference Bm133 Date Posted 16th April 2011 Barker Munro is working with a leading specialist insurer in the are of after the event insurance. You will work within an established underwriting team being responsible for underwriting converting and administering individual risks and delegated authority schemes within specified underwriting levels. You will assess non-standard risks and take the appropriate course of action as well as building and maintaining effective relationships with solicitors and intermediaries to ensure a continuing flow of good quality enquiries and to contribute to the development of the account. To be considered you will have come from a personal injury claims background a legal background or a legal expenses underwriting background. All candidates from a legal background will possess sound knowledge of the Law and may have practised as a solicitor.
Location Surrey Salary up to Â?25000 Contract Permanent Hours Full-Time Reference Bm133 Date Posted 16th April 2011 Barker Munro is working with a leading specialist insurer in the are of after the event insurance. You will work within an established underwriting team being responsible for underwriting converting and administering individual risks and delegated authority schemes within specified underwriting levels. You will assess non-standard risks and take the appropriate course of action as well as building and maintaining effective relationships with solicitors and intermediaries to ensure a continuing flow of good quality enquiries and to contribute to the development of the account. To be considered you will have come from a personal injury claims background a legal background or a legal expenses underwriting background. All candidates from a legal background will possess sound knowledge of the Law and may have practised as a solicitor.