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<title>Jobs In Lancashire - IDEX Recruitment</title>
<link>http://www.idexrecruitment.com/rss/lancashirejobs.aspx</link>
<description>Get the latest IDEX Jobs In Lancashire, and apply direct online at www.idexrecruitment.com</description>
<language>en-us</language>
<ttl>60</ttl>
<copyright>Copyright 1999 - 2012 IDEX Recruitment Ltd, All Rights Reserved.</copyright>
<lastBuildDate>6/February/2012</lastBuildDate>
<item>
<title>Financial Services Administrator – Bury - £16,000 - £24,000</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J5126]]></link>
<description><![CDATA[Financial Services Administrator – Bury - £16,000 - £24,000

An experienced Financial Services Administrator is required to provide administrative support to the Partners and to act as a primary contact point, delivering a professional service to all clients

Job Role:

•Maintain service levels according to office procedure
•Provide information and documentation within agreed timescales
•Contribute towards fee-earners’ agreed business targets.
•Communicate effectively with clients and other members of the team.
•Develop working relationships with product providers.
•To type correspondence, complete forms and documents on behalf of Partners/Clients. 
•To ensure that all details required on the database are accurately completed in full and updated as and when appropriate. 
•To have a pro-active approach to all activities carried out.
•Filing of correspondence/scanning of documents in the appropriate file. 
•Dealing with telephone calls and accurately recording messages. 
•Checking partners’ diaries and making appointments when required. 
•Contacting clients upon instruction of the Partners and undertaking matters delegated to them. 

Skills and Experience Required:

•It is essential that you have Administration experience gained from within Financial Services
•You should have Certificate Financial Administration and Certificate Financial Planning (or equivalents) 
•Financial Service Insurance product knowledge and Financial Service Technical Knowledge
•A thorough understanding of Financial Services products and procedures
•You should have strong IT skills
•Excellent communication skills<br /><br /><b>Salary: &pound;24,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Graeme Hyland</author>
<pubDate>6/February/2012</pubDate>
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<title>Paraplanner/Technical Support – Bury – £24,000 - £30,000</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J5127]]></link>
<description><![CDATA[Paraplanner/Technical Support – Bury – £24,000 - £30,000


An experienced paraplanner/Technical Support is required to support office operation by providing administration support and some para-planning services. You will also support the technical supervisor and the administration team with their duties

Job Role:

•To deliver professional service to all clients and promote the team ethos
•Provide information and documentation within agreed timescales
•Contribute towards agreed fee-earners’ business targets
•To support the Technical Supervisor and the administration team with their duties.
•To provide high quality bespoke financial planning reports on all aspects of financial planning to Partners - production of reports/suitability letters from fact find information. 
•To have a pro-active approach to all activities carried out. 
•Draft letters of advice on behalf of Partners following client review meetings.
•Support of all administrative tasks:- Including the tracking of client and policy servicing, Review meetings, Recording of client information on to True Potential 
•Dealing with client calls, and ensuring that accurate information/details are logged on to True Potential 
•Communicate effectively with clients and other members of the team and liaise with product providers

Skills and Experience Required:

•It is essential that you have Certificate Financial Planning and ideally Diploma in Financial Planning (or actively working towards)
•You should have Financial Service Insurance product knowledge and Financial Service Technical Knowledge
•It is essential that you have experience within Financial Services in a similar role
•You should be IT literate and have excellent communication skills<br /><br /><b>Salary: &pound;30,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Graeme Hyland</author>
<pubDate>6/February/2012</pubDate>
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<title>Account Handler</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J5080]]></link>
<description><![CDATA[Account Handler
Circa £25,000
Lancashire

Due to growth within the business a leading Lancashire Broker has a new opportunity for an Account Handler.  They are looking to appoint an experienced Handler or Executive to help develop both existing and new clients.  This is an interesting varied role with excellent remuneration package.


The Company

This leading Broker has an established reputation of excellence maintained by their superior customer service.  They work with SME corporate clients and personal lines customers within the region.  They enjoy success through building effective working relationships with their clients and get a full understanding of market needs.  

The Role

This is a key role within the business working as part of the team, managing client’s accounts and expectations.  Premiums range from £1k - £50k with a wide variety of risks including property, liability, motor and home.  The role involves providing quotes to customers, managing MTA, renewals and generating new leads.  


The Benefits

You will receive a basic salary circa £25,000 as well as an excellent range of benefits.


The Person

For your application to be considered, you must have experience within a Commercial Insurance Account Handling or Executive role and excellent Broking knowledge.  You will have experience of dealing with small to medium sized premiums and have experience of generating your own leads and managing these through to fruition.  Ideal candidates will have strong market knowledge and work experience within the local market.  Successful candidates will have a proven track record in account management and sales.  Knowledge of personal lines insurance is advantageous



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.<br /><br /><b>Salary: &pound;25,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Lucy Bourn</author>
<pubDate>26/January/2012</pubDate>
</item>
<item>
<title>Account Handler</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J5064]]></link>
<description><![CDATA[Account Handler
Circa £25,000
Lancashire

A new opportunity has been announced at a leading Lancashire Broker for an Account Handler to join their already successful team.  This is a great opportunity to embark on a new challenge.

The Company

Prominent in the Lancashire region they offer specialist boutique service to their clients providing a professional approach, quality customer service and insurance solutions.  They pride themselves on giving individual tailored resolutions and develop excellent working relations with their clients.


The Role

This is an internal role which involves managing a portfolio of existing commercial insurance clients in the SME market in a variety of risks.  The role involves high quality broking for new and existing business, with premiums ranging from £5,000 - £50,000.  The role involves managing mid-term adjustments, renewals and cross selling to existing clients.  


The Benefits

You will receive a basic salary circa £25,000 as well as an excellent range of benefits.


The Person

For your application to be considered, you must have experience within a Commercial Insurance Account Handling role.  You will need to have strong knowledge of Commercial Insurance and have dealt with similar size premiums.  Successful candidates will be highly driven and committed, be able to think outside the box and have a good command in leading negotiations.


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.<br /><br /><b>Salary: &pound;25,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Lucy Bourn</author>
<pubDate>20/January/2012</pubDate>
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<title>Insurance Claims Handler</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J5065]]></link>
<description><![CDATA[Insurance Claims Handler
Circa £20,000
Lancashire

An exciting new opportunity has been announced at a leading Broker in Lancashire for a Claims Handler.  The company places a high importance on customer care in order to maintain their professional image and reward talented staff.


The Company

Prominent in the Lancashire region this Broker offer commercial insurance solutions to key clients.  They have a unique approach by offering a specialist boutique service to their clients with a highly professional manner.  They pride themselves on their customer service and detailed knowledge of their clients requirements through building strong effective relations.


The Role

The role involves handling commercial claims in a range of industries and risks but specialising in the SME market.  The Claims Handler will manage the process from inception through to settlement.  The role involves full administrative and processing of claims and working with the Broking team.  Client records need to be maintained and up to date along with informing clients of any developments.  The role involves speaking to clients on the phone and managing general claim enquires.


The Benefits

You will receive a basic salary circa £20,000 as well as an excellent range of benefits.


The Person

For your application to be considered you will need experience in a similar claims handling role with experience in property, liability and motor claims.  Successful candidates will need excellent current market knowledge and have an understanding of insurance/claims procedures and FSA regulations.


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.<br /><br /><b>Salary: &pound;20,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Lucy Bourn</author>
<pubDate>20/January/2012</pubDate>
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<title>IFA - Chorley</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4993]]></link>
<description><![CDATA[My Client is currently looking for an experienced IFA to join their business in Chorley

Based in their Chorley office you will provide a full independent financial planning service to the practices HNW clients.

THE ROLE AND CANDIDATE

•	You will be an ambitious and experienced IFA with high earning potential. Your hands on approach, coupled with your ability to encourage and motivate others will underpin your drive to build new and existing business with clients, securing strong relationships at all levels.
•	Demonstrable record of high sales success 
•	Proven knowledge of FSA regulations and all codes relevant to the business to ensure compliance at all times 
•	Ability to identify and manage sales opportunities through an understanding of products, funds, markets and relevant financial instruments 
•	A commitment to professional development and the drive to work towards professional qualifications as required. 
•	Knowledge of and capability to proactively communicate with team and clients
•	Independent, forward thinking and influential individual that can demonstrate a hands on approach
•	Ability to generate business from new and existing clients and to develop and maintain strong relationships
•	SIPP and SSAS background desirable
•	Pension transfers, scheme servicing experience
•	Client generation through accountancy sources
•	Demonstrate extensive knowledge of advanced financial planning. 
•	Dealt extensively with private clients
•	Attend adviser conferences and team meetings to share and exchange views and drive forward best practice and innovation within our services portfolio 

Suitable candidates for this role will have a successful track record over a period of time with high levels of fee and commission income.

Candidates will ideally be Diploma qualified or working towards this, and have the desire to achieve Chartered Financial Planner status. A transferable client bank is not essential for the successful candidate.

This is a fantastic opportunity with a great basic salary, commission structure and benefit package.

For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecruitment.com<br /><br /><b>Salary: &pound;50,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Graeme Hyland</author>
<pubDate>9/January/2012</pubDate>
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<title>Paraplanner - Southport</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4982]]></link>
<description><![CDATA[An exciting opportunity has arisen for an experienced Paraplanner to join a highly successful team in Southport.

THE ROLE

Providing technical, research and administrative support to advisers.

KEY RESPONSIBILIES

Providing technical, research and administrative support to an adviser.
Providing solutions for clients, to be presented to adviser.
Good knowledge across all advice areas.
Production of compliant and detailed client suitability reports and presentations
Help manage client relationship, including attendance at client meetings if requested, and taking/making calls in a polite and professional manner.
Operating and demonstrating systems to clients where required.
Liaising with advisers on a regular basis, to work on cases and provide updates.
Prioritising workload in order to meet all deadlines.
Able to work as part of a team.
Any other administration based duties that are considered appropriate to the role.

PERSON SPECIFICATION

Excellent interpersonal skills
Excellent communication skills
Excellent IT skills
IFA/Industry experience
HNW exposure
Diploma Qualified

Company offers a very competitive salary with excellent benefits.

For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecruitment.com<br /><br /><b>Salary: &pound;30,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Graeme Hyland</author>
<pubDate>5/January/2012</pubDate>
</item>
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<title>IFA Administrator - Southport</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4983]]></link>
<description><![CDATA[Our clients is an Ultra HNW IFA Practice and they are currently looking for a highly professional and experienced IFA Administrator to support their team in Southport

•	You will provide a consistently high level of support with minimal supervision
•	You will be liaising with internal and external contacts and attend client meeting when necessary.
•	You will be arranging appointments and any necessary travel arrangements.
•	The successful candidate must have experience from within an IFA practice.
•	CF/FPC is essential (or equivalent), 1st Software (Avelo) knowledge and experience of WRAP platforms and SIPP Administration
•	You should have excellent communication skills, articulate, and be a confident relationship builder.
•	You will display strong organisational skills and be able to plan and prioritise a busy work load.
•	As your work may include confidential information, discretion is a must.

For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecruitment.com<br /><br /><b>Salary: &pound;25,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Graeme Hyland</author>
<pubDate>5/January/2012</pubDate>
</item>
<item>
<title>Assistant Financial Advisor</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4984]]></link>
<description><![CDATA[My Client is currently looking for an Assistant Financial Advisor to join their team in Southport.

This role will appeal to a fully experienced Paraplanner or an existing Advisor, who intends to make advising their career. 
It will involve supporting the Partners with Paraplanning but mainly shadowing and following up after the lead advisers / partners and advising on financial propositions.

THE ROLE
•	To advise clients on financial propositions through utilising knowledge of tax and investment strategies, and full assessment of client’s assets, liabilities and overall financial objectives. 
•	To act as primary support to Senior Partners of the business 
•	To provide financial planning strategies to enable clients to achieve their financial goals and objectives.
•	Carry out research and investigation to determine whether they fit into the clients financial plans
•	Contribute towards agreed business targets.
•	Maintain service levels according to office procedure
•	Involvement/support in seminars and workshops on financial planning topics when required
•	Build and maintain client bases, keeping current plans up –to-date and secure new clients on an ongoing basis. 
•	Contact clients periodically to determine if there have been changes in their financial status.
•	Communicate effectively with clients and other members of the team.
•	Contribute to team development
•	Develop working relationship with product providers. 
•	Prepare and interpret for client information such as investment performance reports, financial document summaries and income projections

THE CANDIDATE
•	IT Literate
•	Financial Service Insurance product knowledge
•	Financial Service Technical Knowledge
•	Understanding of Financial Services products and procedures
•	Competent with all internal office systems
•	Keeps abreast of market trends
•	Diploma in Financial Planning
•	CAS Status

For more Information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexrecruitment.com<br /><br /><b>Salary: &pound;30,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Graeme Hyland</author>
<pubDate>5/January/2012</pubDate>
</item>
<item>
<title>Assistant Financial Advisor</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4985]]></link>
<description><![CDATA[My Client is currently looking for an Assistant Financial Advisor to join their team in Bury

This role will appeal to a fully experienced Paraplanner or an existing Advisor, who intends to make advising their career. 
It will involve supporting the Partners with Paraplanning but mainly shadowing and following up after the lead advisers / partners and advising on financial propositions.

THE ROLE
•	To advise clients on financial propositions through utilising knowledge of tax and investment strategies, and full assessment of client’s assets, liabilities and overall financial objectives. 
•	To act as primary support to Senior Partners of the business 
•	To provide financial planning strategies to enable clients to achieve their financial goals and objectives.
•	Carry out research and investigation to determine whether they fit into the clients financial plans
•	Contribute towards agreed business targets.
•	Maintain service levels according to office procedure
•	Involvement/support in seminars and workshops on financial planning topics when required
•	Build and maintain client bases, keeping current plans up –to-date and secure new clients on an ongoing basis. 
•	Contact clients periodically to determine if there have been changes in their financial status.
•	Communicate effectively with clients and other members of the team.
•	Contribute to team development
•	Develop working relationship with product providers. 
•	Prepare and interpret for client information such as investment performance reports, financial document summaries and income projections

THE CANDIDATE
•	IT Literate
•	Financial Service Insurance product knowledge
•	Financial Service Technical Knowledge
•	Understanding of Financial Services products and procedures
•	Competent with all internal office systems
•	Keeps abreast of market trends
•	Diploma in Financial Planning
•	CAS Status

For more Information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexrecruitment.com<br /><br /><b>Salary: &pound;30,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Graeme Hyland</author>
<pubDate>5/January/2012</pubDate>
</item>
<item>
<title>Account Executive / Business Developer</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4517]]></link>
<description><![CDATA[Corporate Account Executive
Preston, Lancashire
Up to £60,000

A leading insurance broker are recruiting for a Corporate Account Executive to develop and service corporate business.


The Company

This well established regional broker has an excellent reputation for providing corporate clients with independent advice on all their insurance related issues. They pride themselves on providing the highest possible level of service to their customers while also utilising their strengths to source the best terms.


The Role

They are currently looking for a Senior Account Executive to develop and service a portfolio of corporate business. You will be responsible for working with the brokers to service all aspects of this portfolio and ensure the clients are well looked after, thereby maximising retention levels.
Another key aspect of the role will be the development of new business via referrals, leads, networking and marketing.


The Candidate

You should have a proven background servicing and developing corporate business and be comfortable sourcing and winning new business.  This is an excellent opportunity to progress your career with a fantastic company.


For more information, please contact Richard Martin in confidence on 07805 674 925 or lucy.bourn@idexrecruitment.com




Footnote 

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.<br /><br /><b>Salary: &pound;60,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Lucy Bourn</author>
<pubDate>16/August/2011</pubDate>
</item>
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<title>Broker Manager – Blackpool – Up to £60,000</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4610]]></link>
<description><![CDATA[Broker Manager – Blackpool – Up to £60,000

A new exciting opportunity has arisen to join a major claims organisation.

As the Broker Manager you will be required to manage the development and the performance of the Broker Outsourcing Team, ensuring that both individual and team performance is maintained along with maintaining customer and client expectations. You will also oversee the management of all motor trade claims and you will act as a referral point for claims handlers who seek technical advice.

Proven experience in a manager or team leader role is essential along with previous experience of motor claims and the claims process. 


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.<br /><br /><b>Salary: &pound;60,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Dave Baker</author>
<pubDate>14/September/2011</pubDate>
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<title>Sales Executive - Rochdale - OTE £21,000</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J3457]]></link>
<description><![CDATA[Sales Executive - Rochdale - OTE £21,000
 
An exciting opportunity has become available for a Sales Executive to join a leading Insurance Organisation.  They are looking for ambitious and creative sales people who are able to sell products based on their features and benefits.

The Job/Duties 
You will join a team of experienced Advisors who sell a whole range of insurance products by providing friendly, informative advice from a wide choice of insurers.  In addition to receiving full product and sales training, you’ll also be given continued support and development.
You must achieve all agreed sales for personal lines insurance products and ensure systems and procedures are properly maintained. 
You must be able to maintain an excellent standard of customer service by explaining choices and providing recommendations ensuring customer and business needs are met.
You must ensure all sales are undertaken in accordance with the Company’s compliant processes. 
Prioritise your workload by planning and focusing your tasks. 
You may be required to manage activities in the absence of the Manager.

The Benefits 
A flexible working week of 37&#189; hours, including Saturdays on a rota basis and extended trading hours, when applicable 
Salary will be dependent upon experience and employees will receive a standard benefits package as well as the opportunity to choose extra benefits. 
A choice from a range of corporate wear. 
20 days holiday (or part time equivalent). 
Life Assurance (2x pensionable salary). 
Permanent Health Insurance. 
Company Sick Pay. 
Discounted insurance products.

The Company 
This is a leading organisation in the field of Insurance where you will have the opportunity to develop, progress and learn.

The Person 
You must have the confidence to learn and develop through continuous training and good communication skills both over the telephone and face to face. 
Ideally you will have previous experience in either an insurance or financial sales background.
A flexible approach. 
Confidence to present complex information in clear, simple terms and the ability to work on your own initiative and be a real team player. 
You will need above average numeracy and literacy, along with good keyboard skills. 
You must have a smart appearance. 
The highest standard of integrity and honesty.<br /><br /><b>Salary: &pound;21,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Debbie Ahern</author>
<pubDate>2/December/2010</pubDate>
</item>
<item>
<title>IFA Administrator</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J3097]]></link>
<description><![CDATA[My Client is currently looking for an Financial Services Administrator to join their team in Bury.

Duties will include:

Obtain information and quotations required by Financial Advisers to enable them to research the client’s needs prior to recommendations, as and when required. 
Assist the IFA Administrators
Process new business from submission to completion
Deal with client queries
Liaise with Financial Advisers and colleagues working with them closely to understand clients, work loads etc
Prepare valuations and reports and assist Adviser Support staff where required
Keep Financial Advisers up to date with relevant information relating to client issues
Scanning, filing and photcopying any any other adhoc duties as required.

Part CF/FPC qualification is essential.

My client will  consider part time and full time hours.

For more information please contact Graeme Hyland on 07896 933 622 or email Graeme.hyland@idexrecruitment.com<br /><br /><b>Salary: &pound;19,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Graeme Hyland</author>
<pubDate>16/September/2010</pubDate>
</item>
<item>
<title>Annuities Adviser</title>
<link><![CDATA[http://www.idexrecruitment.com/jobdetail.aspx?JobID=J4602]]></link>
<description><![CDATA[Our client is currently looking for an Annuities Adviser to join their team in Chorley.

This is a brand new and exciting role to join a leading and expanding financial business.

You will be ensuring that new Applications are processed in an effective/professional manner and with regard to current FSA regulation which will promote customer satisfaction and delivery of our client&#39;s service promise. 

Your key accountabilities
•	Effectively handle all progress and information enquiries by telephone. 
•	Take a proactive approach to solving problems and reviewing processes as necessary, to ensure that any service problems encountered are brought to the attention of your line manager and that they do not re-occur.
•	Operate as an effective team member
•	Proactively seek opportunities for relevant personal development

The successful candidate will have financial services experience in customer service administration, preferably with a pensions/annuities would be preferable and posses strong organisational skills and have the ability to prioritise workloads.

Company offers a competitive salary of between £19,000 and £22,000 depending on experience with a full benefits package

Candidates must be FPC/CF qualified and ideally level 4 qualfied.

For more information please contact Graeme Hyland on 07896 933622 or email Graeme.hyland@idexrecruitment.com<br /><br /><b>Salary: &pound;22,000</b><br /><br /><b>Area: Lancashire</b>]]></description>
<author>Graeme Hyland</author>
<pubDate>16/April/2010</pubDate>
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