Insurance broker Work, Jobs in Buckhurst Hill, Ess (with Salaries)

Wealth & Financial Planning Administrator
Leagold Miller —London
- £30,000 - £40,000 a year
- Part-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
11d
Associate Underwriting Officer - Delegated Financial Lines
The Travelers Companies, Inc. —London
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Negotiation
- Health & wellbeing programme
Commercial Insurance Broker
Bionic Services Ltd —London
- £27,000 - £35,000 a year
- Full-time
- Sales
- Communication skills
- Negotiation
- Annual leave
- Employee assistance programme
Quick apply
Financial Lines Major Loss Adjuster (D&O)
AIG Europe S.A. (U.K. Branch) & American International Group UK Ltd —London
- Administrative experience
- Communication skills
- Negotiation
Quick apply
Broker BDM : Insurance Claims
Allpropertyclaims Ltd —London
- £50,000 - £67,500 a year
- Full-time
- CRM software
- Microsoft Excel
- Sales
Quick apply
Insurance Analyst Legal, Risk and Compliance London
Mileway —London
- Hybrid work
- Microsoft Powerpoint
- English
- Organisational skills
14d
Insurance Broker (Sales)
Clearview Mortgage Solutions —Chelmsford
- £40,000 - £90,000 a year
- Full-time
- Sales
- Customer service
- Analysis skills
Quick apply
7d
Assistant Underwriter, Marine Hull & Shipbuilding - SCOR Business Solutions (SBS)
SCOR —London
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
Multinational Case Handler
Intact Insurance UK Limited —Chelmsford
- Hybrid work
- Communication skills
- Annual leave
- Flexible schedule
Quick apply
Legal Assistant
Trade Nation —London
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Annual leave
- Life insurance
Quick apply
4d
Commercial Insurance Broker – Account Executive
Coversure —London
- From £35,000 a year
- Full-time
- Organisational skills
- Communication skills
Quick apply
Underwriting Assistant - Financial Institutions
Zurich Insurance —London
- Part-time
- Financial services
- Communication skills
- Flexible schedule
2h
(Senior) Insurance Advisor (m / f / x)
Strabag —London
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Professional Indemnity Claims Handler
Gallagher Bassett —London
- Remote
- Communication skills
- Negotiation
- Employee stock purchase plan
- Life insurance
Underwriting Assistant, Reinsurance
Westfield Insurance —London
- Full-time
- Administrative experience
- Analysis skills
- Presentation skills
Credit Controller - Open Market
AXIS Insurance —London
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- IT
- Annual leave
BYD Car Sales Advisor Waltham Abbey
Glyn Hopkin —Waltham Abbey
- £30,000 - £50,000 a year
- Weekend availability
- Sales
- Customer service
- English
- Life insurance
Junior Securities Lending Trader
Deutsche Börse —London
- Call to connect
- Hybrid work
- Microsoft Excel
- English
- SQL
- Free parking
- Flexible schedule
6d
Assistant Underwriter - Construction SBS (Scor Business Solutions)
SCOR —London
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
7d
Specialist Underwriting Assistant
AIG Europe S.A. (U.K. Service Branch) & American International Group UK Ltd —London
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
14d

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Wealth & Financial Planning Administrator

Leagold Miller
London

Quick apply

Job details

Permanent | Part-time | Full-time
£30,000 - £40,000 a year
11 days ago

Benefits

Company pension

Qualifications

Financial planning
Microsoft Excel
Customer service
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

About us

Leagold Miller is an established, and reputable firm of independent insurance brokers and wealth & financial planning professionals.

Leagold Miller has evolved naturally over the years to meet the needs of their valued clients who rely on them to provide a friendly personal service, whilst also delivering quality professional advice.

Our work environment includes:

Friendly & family feeling office setting
Modern approach to systems and processes
Client service focus
Continuing growth plans

We are looking for an experienced Business Support Administrator to join our busy Wealth & Financial Planning team. The successful candidate will have at least one year's experience working within a Wealth Management or Financial Planning environment and will play a key role in supporting our advisers and delivering an excellent client experience.

Key Responsibilities

Provide comprehensive administrative support to the Wealth & Financial Planning team.
Process new business efficiently across a range of investment, pension, and protection products.
Administer client platforms, including servicing requests, withdrawals, fund switches, and updates.
Prepare client review packs and supporting documentation.
Maintain accurate client records and update back-office systems.
Liaise with clients, providers and third parties to progress business and resolve queries.
Support advisers with client reviews, meeting preparation, and follow-up actions.
Ensure all work is completed accurately and in line with FCA and internal compliance requirements.
Manage a varied workload, prioritising tasks to meet deadlines whilst maintaining excellent attention to detail.
Contribute to the smooth day-to-day running of the team and support continuous improvement of administrative processes.

Essential Skills & Experience

A minimum of 1 year's experience working within a Wealth Management or Financial Planning team is essential.
Experience of platform administration and new business processing is essential.
Strong understanding of Wealth & Financial Planning administration processes.
Excellent organisational skills with exceptional attention to detail.
Confident communication skills with the ability to build professional relationships with clients and providers.
Ability to manage multiple priorities while maintaining a high level of accuracy.
Proficient in Microsoft Office and comfortable using back-office and platform systems.
A proactive, positive, and collaborative approach with a commitment to delivering excellent client service.

Personal Qualities

Able to manage changing priorities and work effectively in a busy environment.
Reliable, organised, and able to work on your own initiative.
Professional, approachable, and committed to providing excellent client service.
A positive team player with a strong work ethic and willingness to support colleagues.
Maintains confidentiality and always works with integrity.

IMPORTANT - Please note that for your application to be considered, all screening questions need to be answered in full.

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension

Ability to commute/relocate:

London E4 6AB: reliably commute or plan to relocate before starting work (required)

Application question(s):

What’s the best job you’ve ever had, and why?
What are the main reasons we should hire you?

Experience:

Wealth & Financial planning administration: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

insurance broker jobs in buckhurst hill, ess

Wealth & Financial Planning Administrator

Associate Underwriting Officer - Delegated Financial Lines

Commercial Insurance Broker

Financial Lines Major Loss Adjuster (D&O)

Broker BDM : Insurance Claims

Insurance Analyst Legal, Risk and Compliance London

Insurance Broker (Sales)

Assistant Underwriter, Marine Hull & Shipbuilding - SCOR Business Solutions (SBS)

Multinational Case Handler

Legal Assistant

Commercial Insurance Broker – Account Executive

Underwriting Assistant - Financial Institutions

(Senior) Insurance Advisor (m / f / x)

Professional Indemnity Claims Handler

Underwriting Assistant, Reinsurance

Credit Controller - Open Market

BYD Car Sales Advisor Waltham Abbey

Junior Securities Lending Trader

Assistant Underwriter - Construction SBS (Scor Business Solutions)

Specialist Underwriting Assistant

I want to receive the latest job alerts for insurance broker in buckhurst hill, ess

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