Join our team

Trainee Financial Adviser

A new opportunity has arisen within our Financial Planning Department; and we are looking for someone ambitious and hungry to join our expanding team. We will consider full time or part time applications.

We will consider an experienced, qualified Financial Adviser, or a trainee role with full on the job training; however, previous office experience in some form is preferred. This job description relates to the Trainee position.

Job Duties

• Assist Financial Adviser(s);
• Help with client Fact Finding;
• Perform market research for clients;
• Help maintain information on panel of providers to ensure kept up to date;
• Private Medical Insurance – quotes and renewals;
• Report Writing;
• Policy Applications and queries;
• Liaise with providers and clients to assist Financial Advisers with client meetings and applications;
• Contact clients for reviews;
• General administration and maintenance for client files and records (eg due diligence gathering, risk rating and profiling, keeping details up to date on system); and
• Keep up to date with providers and products available to clients – including meetings with relationship managers.

Your Skills

• Commitment to work towards an acceptable Level 4 Qualification (for example Chartered Insurance Institute Diploma in Regulated Financial Planning);
• Excellent interpersonal skills - both on the telephone and face to face;
• Able to work on your own initiative;
• Excellent presentation and communication skills;
• Good administration skills;
• Good organisational skills - ensuring company processes and procedures are put in place;
• Results focussed;
• Customer Service oriented;
• Proactive and positive; and
• Flexible and able to work as part of a team.

Whats In It For You

Salary is negotiable depending on experience and there is a defined career path with responsibility being given at an early stage and fast track up the ladder for the right individual.

The role benefits from a decent basic salary, team discretionary bonus, death in service cover, healthcare benefit, holiday entitlement that increases with service, travel benefit and all other general insurances at cost.

Email rebecca.goater@network.gg to apply for this role or more information.

Commercial Broker

A new opportunity has arisen within our Commercial Department; and we are looking for someone ambitious and hungry to join our expanding team. We will consider full time or part time applications.

We will consider an experience individual, or a trainee role with full on the job training; however, previous office experience in some form is preferred.

Job Duties

• Taking responsibility for a number of renewals each month.

• Obtaining up to date information from clients.

• The creation of risk presentations to Insurers and the negotiation of terms in line with client requirements.

• Servicing & assisting clients with mid-term adjustments, issuing documentation & setting up policies.

• The candidate will be responsible for their own diary management and should be able to work on their own, as well as within a team.

• Confident and presentable, making the right impression with clients in or out of the office;

• Ensure all instructions and requirements are handled promptly and accurately, and maintain communication and understanding through accurate reports and summaries. This includes making file notes.

Your Skills

• Ideally Cert CII or above but full on the job training will be given for the trainee position;

• Excellent interpersonal skills - both on the telephone and face to face;

• Able to work on your own initiative;

• Excellent presentation and communication skills;

• Good administration and organisation skills;

• Customer Service oriented;

• Proactive and positive;

• Flexible and able to work as part of a team.

Whats In It For You

Salary is negotiable depending on experience and there is a defined career path with responsibility being given at an early stage for the right individual! The role benefits from a decent basic salary, death in service cover, healthcare benefit, good holiday entitlement, travel benefit and all other general insurances at cost.

Email rebecca.goater@network.gg to apply for this role or more information.

Personal Lines Broker

We are seeking to expand our team and thus employ a new personal lines broker to join our existing team.  We will consider full time or part time applications.

This is an all round role, requiring the candidate to handle all personal lines enquiries (motor, household, marine, travel, equine.) and they will be involved in all aspects from new business quoting and processing through to handling mid term adjustments and renewals. The role is mostly office based but the successful candidate may also be required to attend client meetings away from the office.

Job Duties

Main duties will include:

• Taking responsibility for a number of renewals each month;

• Obtaining up to date information from clients;

• The creation of risk presentations to Insurers and the negotiation of terms in line with client requirements;

• Servicing & assisting clients with issuing documentation & setting up policies;

• The candidate will be responsible for their own diary management and should be able to work on their own, as well as within a team;

• Ensure all instructions and requirements are handled promptly and accurately, and maintain communication and understanding through accurate reports and summaries. This includes making file notes.

Client satisfaction is a key priority in this role, and we are looking for a strong relationship builder, whose technical abilities consistently aid the retention of clients to Network.

A full learning and development program will be provided including support towards CII qualifications.

We are interested in proactive, customer focused people who can spot opportunities and act in the moment.

Your Skills

• Ideally Cert CII or above but full on the job training will be given for the trainee position;

• Excellent interpersonal skills - both on the telephone and face to face;

• Able to work on your own initiative;

• Excellent presentation and communication skills;

• Good administration and organisational skills;

• Customer Service oriented;

• Proactive and positive; and

• Flexible and able to work as part of a team.

Whats In It For You

Salary is negotiable depending on experience and there is a defined career path with responsibility being given at an early stage and fast track up the ladder for the right individual. The role benefits from a decent basic salary, team discretionary bonus, death in service cover, healthcare benefit, holiday entitlemen, travel benefit and all other general insurances at cost.

Email rebecca.goater@network.gg to apply for this role or more information.