13/05/2024 | Fulltime | | United Kingdom | CV-Library | €23,000 - €26,000 / Year Ability to process individual policyholder/trustee Extranet registrations - Produce in force illustrations when required and chargeable event calculations - Fully support and participate in any campaigns including generation of leads The ideal candidate for the role of Customer Service Administrator
Save for later13/05/2024 | Fulltime | | United Kingdom | CV-Library | €25,000 - €28,000 / Year Office function, and provides the perfect environment for learning and development. Description As IFA Administrator, you will be responsible for Preparing portfolio valuations, producing illustrations and processing of new business Arranging meetings with clients for the advisers Handling client's
Save for later13/05/2024 | Fulltime | | United Kingdom | CV-Library | €25,000 - €36,000 / Year Client documentation. Assist in the preparation of client reviews, preparing illustrations and valuations, obtaining quotes, and processing new business. Liaise with clients, product providers, and other relevant parties to facilitate the smooth processing of transactions and requests. Maintain accurate
Save for later09/05/2024 | Fulltime | | United Kingdom | CV-Library | €18,000 - €26,000 / Year And providers, dealing with surrender requests and other client queries and preparing valuations and illustrations. We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment. You will have good knowledge of Pensions, Investments, Taxation
Save for later01/05/2024 | Fulltime | | United Kingdom | CV-Library | €45,000 - €55,000 / Year In order to produce compliant responses, graphics, illustrations, and proposals. - Undertaking and completing PQQ submissions and technical /compliance information to accompany tender bids and responses to expressions of interest to deadlines. - Ensuring all bids are accurately completed and represent
Save for later29/04/2024 | Fulltime | | United Kingdom | CV-Library | €25,000 - €30,000 / Year Client Portfolio reviews. - Fund/Plan Performance analysis. - Trades/Switches (processing through to sign off). - Sourcing/generating provider Illustrations. - Income Modelling/Cashflow Planning (depending on experience). - Gathering tax information/ Tax calculations. - Pension calculations (depending
Save for later25/04/2024 | Fulltime | | United Kingdom | CV-Library | €26,000 / Year Activity complete. - To obtain and analyse valuations and information for clients existing policies and investments and quotations and illustrations and supporting documentation and literature in preparation for initial and ongoing client meetings. - To review and administer business pipeline to ensure
Save for later23/04/2024 | Fulltime | | United Kingdom | CV-Library | €28,000 - €32,000 / Year Someone located along the M4 Corridor Duties and Responsibilities to include but not limited to - Manage the CRM system to ensure the delivery of ongoing service requirements, maintaining accurate data and client records. - To obtain valuations, quotations and illustrations and supporting documentation
Save for later23/04/2024 | Fulltime | | United Kingdom | CV-Library | €24,000 - €30,000 / Year But not essential but experience, technical knowledge and a good work ethic are a must This is an full time office based role, located in the Harborne area of South West Birmingham. Duties and Responsibilities to include but not limited to - To obtain valuations, quotations and illustrations and supporting
Save for later