Current Vacancies

Business Development Executive
Location: Home Based (South Wales)
Salary: £30,000 - £60,000 + Company car

An excellent opportunity has arisen for a dedicated New Business Executive to join one of Bristol top Corporate Insurance teams.. You be able to work under own initiative to secure business, have a proven track record of new business development. Target market is mid-corporate - clients paying fees in excess of £10k.

The successful candidate will be expected to service accounts.

Responsibilities:

Generate new business revenue for the group
Service accounts as Account Executive
Generate new customer contacts and clients
Create new business ideas
Operate in accordance with (FSA compliant) company agreed processes
Deliver new business revenue line
Reach and exceed new business targets
Maximise new business revenue stream from personal activities
Maintain and improve quality of personal prospect database
Generate and create new business ideas and techniques in a compliant framework

Skills:

Risk Management
Good knowledge of general insurance products
Good understanding of major insurer markets
Able to demonstrate good sales techniques
Self motivated
Excellent interpersonal skills
Proven sales experience
Track record of success
Experience in insurance sector
Communicating, influencing and relationship building

Commercial Insurance Executive
Location: Birmingham
Salary: £30,000 - £35,000 (Inc Bonus Circa £50,000) + Company Car, Laptop, Pension

An excellent opportunity has arisen within an Independent Brokerage for a Commercial Insurance professional to join a thriving office within a New Business position. You must be able to work under own initiative to secure Business (Assistance of Marketing). You will be working within a proactive environment where you will be encouraged to find your own leads within the market ranging from SME - Corporate, attending marketing, social, networking events.

The successful candidate will be expected to service accounts at renewals and eventually run their own book of business.

Responsibilities:

Generate new business revenue for the group
Service accounts as an Account Executive
Generate new customer contacts and clients
Create new business ideas
Operate in accordance with (FSA compliant) company agreed processes
Deliver new business revenue line
Maximise new business revenue stream from personal activities
Maintain and improve quality of personal prospect database
Generate and create new business ideas and techniques in a compliant framework

Skills:

Good knowledge of general insurance products
Good understanding of major insurer markets
Able to demonstrate good sales techniques
Self motivated
Excellent interpersonal skills
Experience in insurance sector
Communicating, influencing and relationship building

To reiterate this is a fantastic opportunity with great career development potential.

Job Description
Business Development Account Executive
Location: Bristol
Salary: £30,000 - £60,000 + Company Car, Laptop, Pension & Bonus

An excellent opportunity has arisen for a dedicated New Business Executive to join one of Birmingham's top Commercial Insurance teams. You must be able to work under own initiative to secure Business (Assistance of Marketing) and have a proven track record of new business development. You will be working within a proactive environment where you will be encouraged to find your own leads within the market ranging from SME - Corporate.

The successful candidate will be expected to service accounts at renewals and eventually run their own book of business.

Responsibilities:

Generate new business revenue for the group
Service accounts as an Account Executive
Generate new customer contacts and clients
Create new business ideas
Operate in accordance with (FSA compliant) company agreed processes
Deliver new business revenue line
Reach and exceed New Business targets
Maximise new business revenue stream from personal activities
Maintain and improve quality of personal prospect database
Generate and create new business ideas and techniques in a compliant framework

Skills:

Risk Management
Good knowledge of general insurance products
Good understanding of major insurer markets
Able to demonstrate good sales techniques
Self motivated
Excellent interpersonal skills
Proven sales experience
Track record of success
Experience in insurance sector
Communicating, influencing and relationship building

Duties & Responsibilities

New Business Producer - Commercial Insurance
Location: Cardiff
Salary: £20,000 - £30,000 + 20% bonus

A Commercial Brokerage requires a New Business Producer to join their organisation to contact potential clients and win business in the market. The successful candidate must have cold calling experience and Commercial Product knowledge. This is a fantastic role as you will be provided with full training, opportunity to develop your client facing skills, and manage and service the book of business you develop.

Responsibilities:

Develop New Business in the Commercial market dealing with premiums above £2,500
Cold calling clients from renewal lists; selling the full service over the telephone and face to face
Designing and presenting risk presentations to potential clients
Attend networking events and gain new contacts (potential customers)
Liaise effectively with Internal and External contacts (Insurers and Clients
Build up a pipeline of potential clients

Skills:

Knowledge of Commercial Insurance Products
Ability to Build Rapport quickly
Ability to spot when to close a sale
Develop long term careers
Computer literate

New Business Producer
Location: Bristol
Salary Indicator: £Negotiable

We are looking for 3 sales professionals to join a well established Commercial Insurance Broker working within the Lloyds Market that is setting up a new office in the Bristol area. The successful candidates will be joining a reputable organisation with strong links and ties in the South West. Working within a team of 3 you will be going after large SME and Corporate clients with back office support to service the business, allowing the sales team to concentrate on producing.

This is a fantastic opportunity to join an expanding organisation at the early stages of growth; my client is looking for people with General Insurance background in Personal Lines and Commercial who demonstrate a hunger for Insurance sales. Product training will be provided.

In return for your efforts you will be provided with a Car Allowance, excellent basic and commission. Salaries will be based on what your targets are set at and what you believe you can realistically achieve.

Responsibilities:

Build strong lasting relationships within the market
Develop a pipeline of strong clients
Accurately obtain information to enable the office to prepare quotations, market and place new within the relevant regulations and office procedures
Maximise new business revenue stream from personal activities
Maintain and improve quality of personal prospect database
Generate and create new business ideas and techniques in a compliant framework

Skills:

Experience of Personal Lines or Commercial Insurance
Ability to present to Senior Management and Directors
Excellent communication, interpersonal and relationship building skills with good client facing experience
Proven sales and / or business development ability
Excellent communication, interpersonal and relationship building skills with good client facing experience

Aviation Broker
Location: London
Salary: £40-75,000
Reference: RD-2283

This established Aviation specialist are looking for a New Business Producer / Broker to join their expanding team based in London to work with clients on a pan-European basis

Duties and Responsibilities:

Develop profitable new business relationships with prospective clients generated from leads
Develop and maintain a portfolio of business clients
Participate in onsite risk surveys to ensure clients are ware of all products
Develop the brand, upholding the reputation that our client has within the Insurance Market
Build a close working relationship with agreed clients through a detailed understanding of their business issues
Attend regular client meetings to implement the agreed Client Services strategy
Attend industry events, shows and seminars

Skill:

Ability to identify and develop prospect Clients
Experience of working within Aviation Insurance Broking / Sales
A solid understanding of Aviation insurance including Fixed and Rotary Wing and Operators Insurance with a good level of technical knowledge
Excellent communication, relationship building and organisation skills
Negotiation, Presentation skills and the ability to influence up to board level

Paraplanner
Location: Yeovil
Salary Indicator: £23,000 - £28,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

FPC or Certificate in Financial Planning
Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Paraplanner
Location: Melksham
Salary Indicator: £23,000 - £28,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Paraplanner
Location: Shepton Mallet
Salary Indicator: £25,000 - £30,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Investment Paraplanner
Location: Staverton
Salary: £26,000 - £30,000

This is an excellent opportunity to join the Finance Planning Department of a top 40 Accounting Practice. The role will entail offering investment advice support to the Consultant and Partner

Duties and Responsibilities:

Preparing recommendations and writing financial planning reports.
Creating monthly valuations.
Meeting with a range of clients including elderly and High Net Worth
Liaising with product providers and professional connections.
Excellent Product knowledge whilst continuously researching investments
Continuing Professional Development through examinations

Skills & Qualifications:

Attention to detail is essential.
Articulate - able to communicate effectively in verbal and written form
A team player who can work alongside the Financial Administration Team.
Highly organised, methodical, analytical and disciplined.
Proven knowledge and experience of investments advice and planning is preferable,
Experience of dealing with elderly and / or High Net Worth Clients would be desirable
At least CF 1-5 or equvalent and continuing Professional Development towards Chartered / Diploma Status.