They are currently looking to recruit a Senior Professional Indemnity Underwriter with a proven track record in underwriting PI risks (experience in dealing with IFA and Wealth Management risks ...
You'll be at least level 4 qualified and have file review experience (preferably in the IFA market).You will be able to build positive working relationships with your IFAs and have the personality ...
Our client is a prestigious IFA firm based in the heart of London and they're seeking a dedicated professional to join their team. What's in it for you? * Loyal and Committed Client Bank: Step into a ...
Support European efforts to secure positive coverage for major product launches including project management and working closely with HQ PR function for global events such as MWC & IFA. * Create and ...
They are currently looking to recruit a Professional Indemnity Underwriter with a proven track record in underwriting PI risks (experience in dealing with IFA and Wealth Management risks preferable ...
... IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to ...
Experience selling an investment solution to the IFA channel
They can also support you into becoming a full fledged IFA if that is what you are looking for. The Business This firm is a directly authorised network that allows you complete freedom to operate how ...
Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles
Ideally, within a Wealth Management / Financial Planning / IFA environment. * Exposure to Defined Contribution Consulting would be helpful. * Strong technical knowledge particularly around pensions ...
Record and file all relevant correspondence Experience and Qualifications: * 5+ years' experience in an IFA administration role * Sound technical knowledge covering pensions and investments, ISAs ...
... IFA. Key skills will include: Relevant industry knowledge and/or consulting knowledge. Good understanding of defined benefit pensions or a willingness to learn. Good knowledge of Aon's products ...