43 Temple Row , Birmingham , West Midlands , B2 5LS |
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Personal Lines Account Handler - Milton Keynes - to£19k + bonus |
| Salary/rate |
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£16000 - £19000/annum bonus |
| Location |
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Milton Keynes, Buckinghamshire |
| Job Number |
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101334991 |
| Posted |
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09/02/2012 (16:34) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
Description
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Personal Lines Account Handler - Milton Keynes
Salary: £16,000 - £19,000 + bonus
Due to positive growth a well renowned insurance broker is seeking a Personal Lines Account Handler to join their sizeable Milton Keynes broking team.
The Personal Lines Account Handler will be allocated a book of clients to service which will involve dealing with all renewals, MTAs and general queries, as well as new business. The successful individual will deal with a range of insurance products including Motor, Household, Travel, Classic Car and Small Liability in addition to add-on products. Will be set targets with regards to new business, retention and compliance, achievement of which contribute to earning bonus. The Hours of work are Monday to Friday and there are no Saturdays involved.
Candidates for this role must have previous experience within the insurance industry and ideally have knowledge of Motor and Household insurance along with a proven track record of working to targets. This role would suit individuals keen to progress their career in insurance within a large organisation who encourage professional progression, including full support with CII exams.
Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Contract |
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N/A |
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Senior Consultant – Defined Contribution Consulting -Birmingham |
| Location |
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Birmingham |
| Job Number |
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101334951 |
| Posted |
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09/02/2012 (14:17) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Senior Consultant - Defined Contribution Consulting - Birmingham
An exciting opportunity for a high-calibre Account Manager, who will be able to make an immediate contribution to developing new corporate business and servicing a portfolio of existing corporate clients within Defined Contribution Consultancy business.
Already an experienced and successful business developer, you will have an outstanding track record in developing, winning and delivering new Employee Benefits business within the Midlands region. Operating at a senior level, your prime objective will be to generate new business in this arena, building relationships with corporate clients and establishing successful partnerships with third party providers and introducers.
You will need to possess the necessary interpersonal and influencing skills to successfully develop new business and possess a strong existing network of professional connections within the defined contributions market, demonstrating a strong professional services ethos.
In addition to a proven track record of winning and delivering successful corporate business, gained within an IFA/Employee Benefits Consultancy, the ideal candidate will need to be able to demonstrate:
A broad knowledge of all areas of employee benefits including flexi-benefits to be able to provide advice and solutions to corporate clients and their employees.
Ideally part (or full) AFPC qualified, particularly including J04 and J05 pensions qualifications (or previously G60 or equivalent).
Proven experience in all areas of the new business lifecycle including formulating and writing proposals, preparing and delivering client pitches and subsequent client negotiations.
Be confident dealing at board room level and have a creative and forward-thinking approach.
Capable of generating potential income through consultative approach to situations and legislation issues.
Professional, flexible and pro-active manner - coupled with a desire to succeed.
Well-developed written and oral communication skills in handling both Employer and Employee queries.
Strong presentation skills - able to deliver a presentation in a group environment.
Proven experience in advising members at worksite surgeries on the current scheme, other retained benefits and transfer options.
Enrolment of members into schemes and associated regulated advice.
Based at a Birmingham office; individuals should possess the willingness to travel to other office locations.
Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Permanent |
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N/A |
| Start Date |
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| Job Title |
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Senior Consultant – Defined Contribution Consulting -Birmingham |
| Location |
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Birmingham |
| Job Number |
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101334949 |
| Posted |
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09/02/2012 (14:09) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Senior Consultant - Defined Contribution Consulting - Birmingham
An exciting opportunity for a high-calibre Account Manager, who will be able to make an immediate contribution to developing new corporate business and servicing a portfolio of existing corporate clients within Defined Contribution Consultancy business.
Already an experienced and successful business developer, you will have an outstanding track record in developing, winning and delivering new Employee Benefits business within the Midlands region. Operating at a senior level, your prime objective will be to generate new business in this arena, building relationships with corporate clients and establishing successful partnerships with third party providers and introducers.
You will need to possess the necessary interpersonal and influencing skills to successfully develop new business and possess a strong existing network of professional connections within the defined contributions market, demonstrating a strong professional services ethos.
In addition to a proven track record of winning and delivering successful corporate business, gained within an IFA/Employee Benefits Consultancy, the ideal candidate will need to be able to demonstrate:
A broad knowledge of all areas of employee benefits including flexi-benefits to be able to provide advice and solutions to corporate clients and their employees.
Ideally part (or full) AFPC qualified, particularly including J04 and J05 pensions qualifications (or previously G60 or equivalent).
Proven experience in all areas of the new business lifecycle including formulating and writing proposals, preparing and delivering client pitches and subsequent client negotiations.
Be confident dealing at board room level and have a creative and forward-thinking approach.
Capable of generating potential income through consultative approach to situations and legislation issues.
Professional, flexible and pro-active manner - coupled with a desire to succeed.
Well-developed written and oral communication skills in handling both Employer and Employee queries.
Strong presentation skills - able to deliver a presentation in a group environment.
Proven experience in advising members at worksite surgeries on the current scheme, other retained benefits and transfer options.
Enrolment of members into schemes and associated regulated advice.
Based at a Birmingham office; individuals should possess the willingness to travel to other office locations.
Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Permanent |
| Contract Length |
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N/A |
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Senior Financial Planning Manager |
| Salary/rate |
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£50000 - £70000/annum |
| Location |
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Reading, Berkshire |
| Job Number |
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101334943 |
| Posted |
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09/02/2012 (13:55) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Senior Financial Planning Manager - Reading
A market leading Actuarial and Pensions Consulting firm is in search for a Chartered Financial Planner with the main responsibility to implement the marketing plan developed by the Regional head to generate new Business. Joining their financial planning team in Reading you will have the change to extend your career in a national growing professional practice.
Main Responsibilities
*Delivering specific marketing projects as directed by the Regional Head of Financial Planning
*Delivering seamless Services to Client
*Lead by example in the winning of target clients and building strong relationships to ensure repeat business
*Oversee the delivery of service to an identified portfolio of "higher value clients".
*Promote the Investment Proposition to effectively win target market clients
*Actively promote the TDF initiative at all times
*Manage the risk and delegate compliance aspects of the work winning process
*Demonstrate an in-depth knowledge of risk management processes and drive a risk management culture, including ensuring the quality control of written outputs
*Ensure you're fully compliant with T&C and compliance requirements
*Develop solutions to increasingly complex technical issues
*Attend training to develop technical and personal skills
*Meet financial targets that will be agreed with the Regional Head
*Adhere to the procedures set down by the national practice and ensure the team follows these practices
*Delegate work accordingly to team members, based on their skill sets to ensure a first class service to Clients
Applicants
*Diploma qualified (or equivalent)
*Be a certified financial planner
*Experience within an accountancy firm would be an advantage alongside a Degree (or equivalent).
For further information about the role or a free consultation please contact Estee Venter.
08453 701 007Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Permanent |
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N/A |
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Insurance Advisor – Basingstoke - to £25,000 |
| Salary/rate |
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£18000 - £25000/annum |
| Location |
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Basingstoke, Hampshire |
| Job Number |
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101334862 |
| Posted |
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09/02/2012 (10:23) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Insurance Advisor - Basingstoke
Salary: £18,000 - £25,000
A well established insurance organisation is seeking an Advisor in their Basingstoke office.
The Insurance Advisor will be expected to deal with a high volume of calls from customers and assist with a range of insurance queries. This may involve assisting with quotations for new policies, renewals, mid-term adjustments and claims queries etc. For the right person this role could offer potential to progress into a management role in time.
Our client is keen to see candidates who have an excellent telephone manner, who are highly polite and personable, with efficient organisation skills. Insurance experience in a similar role would be a huge advantage, though is not essential. This is a great opportunity to become part of a respected company, well known for providing excellent training and professional development.
Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Permanent |
| Contract Length |
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N/A |
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| Job Title |
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Paraplanner - Guildford - £31,000 - Fixed Term Contract |
| Salary/rate |
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£28000 - £31000/annum |
| Location |
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Guildford, Surrey |
| Job Number |
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101334855 |
| Posted |
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09/02/2012 (09:54) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Paraplanner - Guildford - £31,000
Fixed term contract, Maternity Cover
Our Client is looking for an experienced Paraplanner to provide cover for an existing team member during maternity leave absence. Joining their Private Client team in Guildford, you will be expected to make an immediate contribution in supporting the consultant.
You will be working closely with the Private Client Consultants and be assisted by Support Staff; your key responsibilities include:
*Review and comment on the suitability of existing pension, investment and protection arrangements.
*Prepare letters and technical reports for consultants, from a brief and/or client file information.
*Commercial awareness so as to produce reports in a sales format.
*Research products and funds to enable suitable providers to be selected for inclusion in a benefit / investment strategy.
*Handle client correspondence of a technical nature on behalf of the consultants (which may include provision of specific information to clients).
*Proactively collate information required for reports.
*Ensure that consultants are kept up to date/notified re any difficulties or non-standard matters, as appropriate.
*Ensure timely & accurate implementation of any advice as required and ensure continuous communication with Consultants/Clients as appropriate.
*Act as technical interface between consultant and client.
You must show in depth knowledge of Pensions, Investments and Protection related products as strong technical knowledge will be essential in supporting the consultants. Previous Experience in a Paraplanning role would be an advantage but not essential. Knowledge of writing reports on IHT, Investments, Pension Transfers, and knowledge of how a discretionary mandate is different from advisory is vital.
Applicants must be FPC qualified (or equivalent) and should be making progress towards the DipFa qualification.
Please note that this position is likely to be offered on an initial 6 month fixed term contract basis, commencing at the end of February 2012, but may have the option to extend depending on the maternity leave of the current post holder.
Our Client is offering a salary of up to £31,000 depending on experience.
Please Contact Estee Venter for further details.
08453 701 007Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Contract |
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N/A |
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| Job Title |
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Senior Marketing Executive |
| Location |
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West Midlands |
| Job Number |
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101334778 |
| Posted |
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08/02/2012 (15:51) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Senior Marketing Executive
West Midlands
Competitive Salary
A leading insurance broker seek a Senior Marketing Executive to work in their brand new team to execute the group marketing strategy.
The Role
You will join a new marketing team to develop the marketing strategy for the company. You will focus marketing strategies to attract new business as well as working on campaigns aimed at existing clients to maintain customer loyalty. Throughout all projects, you will be responsible for managing agency relationships from concept analysis through to delivery to ensure that all activities are delivered on time and to budget. Once a campaign has been launched, you will evaluate the process, outcome and feedback in order to improve future marketing activities. You will also work on internal marketing material to inform staff of key information such as product launches and industry updates.
This role will be based in the West Midlands 3 days a week and at offices across the UK for the remaining 2 days. You will need to be prepared to travel throughout the UK as and when required.
The Company
Our client are an international, independent insurance group who provide a professional service to all their clients. Their high level of service has gained them an excellent reputation within the market. The company rewards their employees highly and in relation each individual's contribution. They provide assistance with studying for professional qualifications and a generous benefits package including an annual bonus, pension plan and private health care scheme.
The Benefits
Competitive salary plus excellent company benefits, including flexible employee benefits scheme.
The Person
For your application to be considered you will have a strong background in marketing roles, preferably within an insurance environment. As this is a new role within a new team, you will be very creative and be confident in developing marketing strategies from scratch. You will be an assertive communicator with excellent negotiation skills in order to be able to achieve the desired marketing outcome. As a minimum, you must have attained your CIM/IDM Diploma.
Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Permanent |
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N/A |
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| Job Title |
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Commercial Account Handler |
| Salary/rate |
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£25000 - £30000/annum |
| Location |
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West Midlands, UK |
| Job Number |
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101334705 |
| Posted |
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08/02/2012 (12:12) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Commercial Account Handler
Birmingham
Up to £30,000
A highly respected, independent Birmingham based broker are looking for an experience Commercial Account Handler / Broker to join their team handling a range of medium sized commercial risks.
The Role
Due to this recent growth and success, they are now looking to recruit a Commercial Account Handler/Broker to service a portfolio of commercial business through renewals, adjustments, queries and any other issues that may arise on the accounts. In addition to this, you will be actively involved in the broking of new business to market - liaising with insurers and negotiating the best possible terms.
You will be responsible for dealing with a wide range of classes of commercial business including Property, Liability, Combined, Package, Fleet and Trade amongst others. These clients will generally be larger SME to corporate businesses. You will work closely with Account Executives and regularly visit clients in order to develop strong and lasting relationships.
The Person
You should be self-motivated with a proven background as a Commercial Account Handler/Broker and be looking to join a progressive business that will help you to achieve your career goals. Insurance qualifications are preferred and in return, you will receive a very competitive salary / benefits package designed to reward performance and attract the best.
The Company
This first class, highly respected independent Insurance Broker prides itself on providing industry leading customer service and the best range of products available in the market. They have grown rapidly recently due to a focus on client service and by recruiting the best people in the market.
They pride themselves in promoting from within and providing staff with excellent career progression.
For more information, please contact Richard Martin on 08453701007 or
Foot note:
If your application is successful we will contact you to discuss the opportunity in more detail within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Permanent |
| Contract Length |
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N/A |
| Start Date |
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| Contact Details |
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| Job Title |
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Account Executive |
| Salary/rate |
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£20000 - £25000/annum |
| Location |
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West Midlands |
| Job Number |
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101334703 |
| Posted |
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08/02/2012 (12:05) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Commercial Sales Executive - Commercial Insurance
North Birmingham
c £25,000
A well established broker is looking to grow their Commercial Insurance department with the addition of a proven insurance sales executive to help generate profitable new business income within their SME team.
The Role
You will be responsible for identifying, contacting and developing relationships with potential new clients by ensuring that excellent service is given. Keeping accurate records; you will manage and maintain your prospect database in order to create pipeline reports to show business growth. You will also cross-sell other Commercial Insurance products in order to maximise potential income. Leads are provided via a large database and a number of incoming enquiries.
The Benefits
You will receive a basic salary of c£25,000 as well as excellent company benefits, such as a competitive uncapped bonus and pension.
The Person
You will have previous experience within a Commercial Insurance sales/telesales role and have a strong track record of achieving/exceeding sales targets. You will have a good understand of the SME market and have thorough knowledge of FSA regulations. CII qualification (or progress towards) would be advantageous.
The Company
Our client are a highly respected national business who pride themselves on providing the highest levels of customer service while also providing competitive quotes to a wide range of commercial clients. They understand that their staff make their business and therefore continually offer excellent training and development programmes and provide career progression.
For more information please contact Richard on 08453701007 or
Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Permanent |
| Contract Length |
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N/A |
| Start Date |
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| Job Title |
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Commercial Account Handler |
| Salary/rate |
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£15000 - £25000/annum |
| Location |
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West Midlands |
| Job Number |
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101334701 |
| Posted |
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08/02/2012 (12:02) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Commercial Account Handler
Black Country
Up to £25,000
A highly respected, broker are looking for an experienced Commercial Account Handler / Broker to join their team handling a range of small to medium sized commercial risks.
The Role
Due to this recent growth and success, they are now looking to recruit a Commercial Account Handler/Broker to service a portfolio of commercial business through renewals, adjustments, queries and any other issues that may arise on the accounts. In addition to this, you will be actively involved in the broking of new business to market - liaising with insurers and negotiating the best possible terms.
You will be responsible for dealing with a wide range of classes of commercial business including Property, Liability, Combined, Package, Fleet and Trade amongst others. These clients will generally be SME businesses but there will also be exposure to larger commercial risks when required.
The Person
You should be self-motivated with a proven background as a Commercial Account Handler/Broker and be looking to join a progressive business that will help you to achieve your career goals. Insurance qualifications are preferred and in return, you will receive a very competitive salary / benefits package designed to reward performance and attract the best.
The Company
This first class, highly respected Insurance Broker prides itself on providing industry leading customer service and the best range of products available in the market. They have grown rapidly recently due to a number of significant business wins and they pride themselves in promoting from within and providing staff with excellent career progression.
For more information please contact Richard Martin on 08453701007 or
Foot note:
If your application is successful we will contact you to discuss the opportunity in more detail within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Permanent |
| Contract Length |
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N/A |
| Start Date |
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| Job Title |
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Servicing Account Executive |
| Salary/rate |
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£35000 - £45000/annum |
| Location |
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Warwickshire |
| Job Number |
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101334699 |
| Posted |
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08/02/2012 (11:55) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Account Executive
Warwickshire
to £50,000 plus benefits etc.
Our client is a well established and highly regarded regional broker. Due to a number of positive changes within the organisation they are looking to recruit a proven Account Executive to manage and develop an existing portfolio of commercial clients paying between £5,000 and £50,000 GWP on average.
The Role
You will be dealing with all major commercial risks, including property, liability, combined, package, fleet, FL etc with clients ranging from sole traders to national businesses. The account (£250,000 fee income) is made up of a number of key accounts so it is vital that you have a proven track record in managing all aspects of such an account.
In addition to servicing the portfolio, you will be responsible for proactively developing a small amount of new business through leads, referrals and recommendations from the existing account.
The Company
This respected independent Insurance Broker provide the highest level of customer service and a wide range of insurance solutions to all clients from tradesmen to multinational businesses. They pride themselves in forging long-standing relationships with a wide range of clients and specialise in handling a broad spectrum of commercial risks including Property, Liability, Fleet, Combined, Business Interruption and Specialist risks to name a few.
For more information, or a confidential discussion about the role, please contact Richard Martin on 07791 871 122 or
Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Permanent |
| Contract Length |
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N/A |
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Internal Model Manager – Birmingham – Up to £68,000 |
| Salary/rate |
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£60000 - £68000/annum |
| Location |
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Birmingham |
| Job Number |
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101334691 |
| Posted |
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08/02/2012 (11:34) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Internal Model Manager - Birmingham - Up to £68,000
An exciting opportunity to join a large Financial Services organisation based in Birmingham City Centre. The role is to lead the design, development, testing, validation and documentation of the Internal Model (IM) as directed by the Head of Risk. You will manage the Service Level Agreement (SLA) between the Risk function and the Capital Management Department within the Actuarial function; Monitor, and contribute to, the development and implementation of the IM including IM Governance strategies and policies.
Job Role:
*Ongoing review, challenge and approval of the accuracy, completeness and appropriateness of the design and development of the IM and associated outputs;
*Monitor the activity of the Capital Management Department within the scope of the SLA including the monitoring of relevant KRI/KPI/KCI, MI and SLA output reports;
*In conjunction with the relevant key risk type owners lead the implementation of the IM processes within the Integrated Risk Management framework
*Identify and report on errors in the IM design and development process
*Identify, manage, report, put action plan in place and escalate, where necessary, IM risks
*Conduct the internal validation processes and support the independent validation processes including writing the IM test plans and ensuring that the validation processes/results are documented;
*Prepare clear and concise validation schedules outlining the observed existence of processes, controls and information to support the independent validation process;
*Assess the performance of the IM as a risk management tool, in relation to the SCR calculations, and in respect of the quantification and allocation of risk and capital to confirm the solvency position;
*Review the Risk Appetite framework and proposals for integration of capital measures, with particular focus on risk appetite, concentration risk measurement and the link to Stress and Scenario testing;
*Produce MI, assessments and reports in relation to the IM for the Board, Executive Risk and Governance Committee and other key stakeholders. Prepare papers and attend meetings to present papers and answer any queries raised and contribute to the Validation Report and Validation Summary quarterly, as well as collate the Independent Validation Report annually;
Skills and Experiences Required:
*Up-to-date knowledge of actuarial and statistical techniques;
*Excellent written and verbal communication skills and ability to present information to the Executive/Risk Committee;
*Ability to challenge judgements in a professional manner;
*Ability to work on own initiative;
*Ability to network internally to get results;
*Ability to co-ordinate the work of others (internal and external);
*Experience of working in a UK life office environment
*Experience of asset liability modelling using stochastic techniques;
*Experience of working with an actuarial modelling system - e.g. Prophet;
*Knowledge of option pricing theory;
*Experience of Solvency II internal models
*Qualified Actuary - Fellow of the Institute of Actuaries or equivalentPlease view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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| Job Type |
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Permanent |
| Contract Length |
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N/A |
| Start Date |
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| Contact Details |
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| Job Title |
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Internal Model Manager – Birmingham – Up to £68,000 |
| Salary/rate |
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£68000/annum |
| Location |
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Birmingham |
| Job Number |
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101334689 |
| Posted |
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08/02/2012 (11:31) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Internal Model Manager - Birmingham - Up to £68,000
An exciting opportunity to join a large Financial Services organisation based in Birmingham City Centre. The role is to lead the design, development, testing, validation and documentation of the Internal Model (IM) as directed by the Head of Risk. You will manage the Service Level Agreement (SLA) between the Risk function and the Capital Management Department within the Actuarial function; Monitor, and contribute to, the development and implementation of the IM including IM Governance strategies and policies.
Job Role:
*Ongoing review, challenge and approval of the accuracy, completeness and appropriateness of the design and development of the IM and associated outputs;
*Monitor the activity of the Capital Management Department within the scope of the SLA including the monitoring of relevant KRI/KPI/KCI, MI and SLA output reports;
*In conjunction with the relevant key risk type owners lead the implementation of the IM processes within the Integrated Risk Management framework
*Identify and report on errors in the IM design and development process
*Identify, manage, report, put action plan in place and escalate, where necessary, IM risks
*Conduct the internal validation processes and support the independent validation processes including writing the IM test plans and ensuring that the validation processes/results are documented;
*Prepare clear and concise validation schedules outlining the observed existence of processes, controls and information to support the independent validation process;
*Assess the performance of the IM as a risk management tool, in relation to the SCR calculations, and in respect of the quantification and allocation of risk and capital to confirm the solvency position;
*Review the Risk Appetite framework and proposals for integration of capital measures, with particular focus on risk appetite, concentration risk measurement and the link to Stress and Scenario testing;
*Produce MI, assessments and reports in relation to the IM for the Board, Executive Risk and Governance Committee and other key stakeholders. Prepare papers and attend meetings to present papers and answer any queries raised and contribute to the Validation Report and Validation Summary quarterly, as well as collate the Independent Validation Report annually;
Skills and Experiences Required:
*Up-to-date knowledge of actuarial and statistical techniques;
*Excellent written and verbal communication skills and ability to present information to the Executive/Risk Committee;
*Ability to challenge judgements in a professional manner;
*Ability to work on own initiative;
*Ability to network internally to get results;
*Ability to co-ordinate the work of others (internal and external);
*Experience of working in a UK life office environment
*Experience of asset liability modelling using stochastic techniques;
*Experience of working with an actuarial modelling system - e.g. Prophet;
*Knowledge of option pricing theory;
*Experience of Solvency II internal models
*Qualified Actuary - Fellow of the Institute of Actuaries or equivalentPlease view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Permanent |
| Contract Length |
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N/A |
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Sales Manager - Agricultural - Hampshire - OTE £33k |
| Salary/rate |
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£30000 - £33000/annum negotiable |
| Location |
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Hampshire |
| Job Number |
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101334688 |
| Posted |
|
08/02/2012 (11:27) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Sales Manager - Agricultural - Hampshire
Salary: OTE c£33,000
Due to successful growth, a well respected national organisation is keen to appoint a Manager to assist in the running of one of their Hampshire branches. This is an exciting role for an ambitious and motivated individual.
The jobholder will join one existing Manager and share responsibility for managing a team of 9, whilst maintaining a portfolio of key clients. Will also aim to develop new business opportunities, targeting a range of agricultural/farming clients in the local area. As the Manager, will have involvement in FSA compliance, health and safety and sales and marketing plans. The successful candidate will also motivate the team to reach their potential and achieve office targets.
Our client is seeking candidates with a strong sales background combined with excellent managerial skills. An interest in farming/agriculture would be highly beneficial.
Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Permanent |
| Contract Length |
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N/A |
| Start Date |
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Commercial Broking Manager - Berkshire - to £30,000 |
| Salary/rate |
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£25000 - £30000/annum benefits |
| Location |
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Berkshire |
| Job Number |
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101334673 |
| Posted |
|
08/02/2012 (10:34) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Commercial Broking Manager - Berkshire
Salary: £25,000 - £30,000
An excellent opportunity to join a highly respected national broker as the Manager of their SME sales team in Berkshire.
The Broking Manager will be responsible for managing a team of 8 individuals; motivating and developing them to maximise performance and achieve targets. This will involve implementing sales and retention strategies, performance management as well as conducting one to ones and appraisals. Will also be responsible for managing a small case load of clients including lead generation and cross-selling to existing clients.
Candidates for this role must have a background in commercial insurance in addition to strong management and sales skills. This is an ideal opportunity for a driven and ambitious individual to play a pivotal role in enhancing growth within a corporate organisation.
Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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| Job Type |
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Permanent |
| Contract Length |
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N/A |
| Start Date |
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| Job Title |
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Regional Underwriting Manager |
| Salary/rate |
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£65000 - £80000/annum benefits |
| Location |
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West Midlands |
| Job Number |
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101334580 |
| Posted |
|
07/02/2012 (15:28) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Regional Underwriting Manager
West Midlands
Up to £80,000
A leading insurer are recruiting for an experienced commercial insurance Underwriting Manager to develop business within the West Midlands region.
The Role
You will maximise profitability within your region by creating and implementing strategies to develop new and retain existing business. You will pursue and convert new business opportunities with brokers across the region; maintaining a high level of service at all times in order to build strong business relationships.
You will also be accountable for the loss ratio of the region and ensure that budget is achieved. In order to accomplish this, you will be a technical referral point for more complex risks and will coach, train and develop a team of Underwriters in order to maximise their output.
The Company
A leading specialist insurer who deal with both personal lines and commercial insurance business. They have offices both in the UK and worldwide and offer exceptional service to their clients by offering expert advice in their specialist fields. They invest in their people in order to be in a position to offer the best insurance solutions and service to their clients. They are currently going through a period of growth so this is a great time to join.
The Benefits
Basic salary of up to £80,000; however for the right candidate this may be negotiable. The company also have an extensive range of benefits including bonus, pension and insurance schemes.
The Person
For your application to be considered, you must have previous experience within a senior commercial insurance underwriting position. You will have excellent technical knowledge of commercial insurance risks and have obtained (or be close to obtaining) your ACII qualification. You will have strong knowledge of the local market and have the drive and ability to generate new business opportunities.
To apply for this position, please send your CV for the attention of Bal
Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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Permanent |
| Contract Length |
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N/A |
| Start Date |
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Actuarial Consultant - Pensions |
| Salary/rate |
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£30000 - £50000/annum |
| Location |
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Solihull, West Midlands |
| Job Number |
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101334568 |
| Posted |
|
07/02/2012 (14:59) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Actuarial Consultant - Pensions
Solihull, West Midlands (Region)
£30,000 - £50,000 per annum, negotiable
A pensions consultancy in the West Midlands is looking for a part-qualified student actuary to assist with their busy workload. They will consider candidates from junior students with a years hands on experience, right up to nearly qualified actuaries.
This small, dynamic and extremely successful consultancy represents an ideal opportunity for a pensions professional to get involved in a wide range of trustee and corporate consulting work.
Job Description
Large variety of work
Carrying out data and benefit audits as part of scheme take on and PPF/FAS cases
Deriving bases and undertaking/checking valuation calculations (eg transfer values, Scheme Specific Funding, s179, solvency, FRS17)Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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| Job Type |
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Permanent |
| Contract Length |
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N/A |
| Start Date |
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| Contact Details |
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| Job Title |
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Client Services Senior Administrator – Bath - £18,000 - £22,000 |
| Salary/rate |
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£18000 - £22000/annum |
| Location |
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Somerset |
| Job Number |
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101334543 |
| Posted |
|
07/02/2012 (13:17) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Client Services Senior Administrator - Bath - £18,000 - £22,000
Our client is seeking an experienced Financial Services Administrator to join the Client Services team to assist with Broker Administration, Customer Relations, New Investments and Policy Administration. The role holder will operate as part of a team and as a role model demonstrating a depth of knowledge in addition to deputising when required for the Service Delivery Manager to maximise team performance to deliver outstanding service in line with agreed Key performance indicators.
Job Role
*Overall responsibility and assisting the Service Delivery Manager and other members of the team with the day-to-day administration.
*The efficient delivery of a professional and customer focused service to Clients
*Undertake monthly root cause analysis of feedback provided by the QA Manager to identify potential areas of customer detriment and produce action plans.
*Work with the QA Manager on the continuous review of processes and procedures to ensure that they are compliant with FSA, TCF and all other relevant industry legislation.
*Coach and energise fellow team members to ensure the needs and requirements of customers and the business are met at all times, whilst acting as a role model in every area of the business.
*Work with the team to create and maintain detailed process and training guides for all staff
*Assisting the team with more complex and technical administration.
*Maintain an up to date knowledge of all relevant client products and processes, ensuring documented procedures are accurate and approved.
*Handle escalated enquiries and complaints, liaising with the colleagues to achieve resolution, ensuring that the customer has been treated fairly throughout the process.
Skills and Experience Required
*The holder of the post will be expected to be progressing if not already holding a relevant professional qualification.
*4 GCSE's Grade C or above to include Maths and English and/or NVQ Level 1 (or equivalent)
*Previous financial services, back-office experience, competent understanding and experience of T&C, customer service experience - encompassing Treating Customers Fairly
*Demonstrate Team leadership qualities
*Excellent communication and interpersonal skills
*Ability to work well under pressure individually and as part of a team
*Ability to work to tight deadlines with excellent attention to detail
*PC literate, in particular MS Office Products (Word, Excel, Outlook)
Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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| Job Type |
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Permanent |
| Contract Length |
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N/A |
| Start Date |
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| Contact Details |
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Servicing Advisor – Bristol – up to £75,000 |
| Salary/rate |
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£0 - £75000/annum |
| Location |
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Bristol, South West |
| Job Number |
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101334542 |
| Posted |
|
07/02/2012 (13:17) |
| Agency/Employer |
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IDEX Professional Recruitment Ltd |
| Description
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Servicing Advisor - Bristol - up to £75,000
To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs.
Job Role
*To deliver fee income against agreed plan.
*To demonstrate and ensure all compliance file checks are neatly and comprehensively completed within the Company's Training and Competence Scheme.
*Minimal number of complaints to ensure client relationship is not impaired.
*Manage billing work in progress to create efficiency and service to clients.
*Ensure all activities are timely, compliant and conducted in a manner that will meet the business standards.
*Maintain an effective client bank management system to provide excellence in customer service and quality holistic advice.
*Manage with clients the level and different type of fee income to find the best solution in the interests of the client.
*Ensure that all client portfolios are reviewed in line with clients' changing strategic requirements to risk is managed effectively.
*Build and maintain centres of influence to initiate and nurture close relationships with professional advisers (lawyers, accountants etc.).
*To act in a professional capacity with external and internal customers to deliver the Company's culture and ethos to build a respected and valuable business.
Skills and Qualifications
*Proven ability to deal with new and existing clients on a fee basis
*Understanding wealth management practices and processes and communicating them clearly and effectively
*Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
*Diploma Personal Finance Society (Dip PFS) or equivalent
*Experience with HNW or UHNW clients
*Specialist skills such as PI, Medical Negligence, Divorce is also advantageous but not essential
*Experience with working with professional partnerships and/or professional introducers.
Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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| Job Type |
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Permanent |
| Contract Length |
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N/A |
| Start Date |
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| Contact Details |
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| Job Title |
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Paraplanner |
| Salary/rate |
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£28000 - £30000/annum |
| Location |
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Birmingham |
| Job Number |
|
101334525 |
| Posted |
|
07/02/2012 (11:07) |
| Agency/Employer |
|
IDEX Professional Recruitment Ltd |
| Description
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|
Job Title: Paraplanner
My client, a progressive and entrepreneurial professional services firm is looking to recruit a Paraplanner due to growth.
Responsibilities
prosperous
Product research, pre and post sale information & processing
Dealings with clients - answering client queries independently, reaching conclusions as to their needs and arrange necessary paperwork to facilitate requirements
Prepare Suitability Reports.
Liaising with insurance companies/discretionary managers regarding clients
SSAS administration
Life administration
Valuations - client reviews
SIPP queries, income calculations
Technical support to Advisor
Attend client meetings.
Gather client Fact Finding Information and ensure this is recorded.
Liaison between Departments for Group Pensions, and Compliance etc.
Ensure compliance audits are responded to timeously.
The successful candidate will hold full financial planning certificate and be working towards diploma status.Please view (url removed) for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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| Job Type |
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Permanent |
| Contract Length |
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N/A |
| Start Date |
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| Contact Details |
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