Insurance account representative Work, Jobs in Newcastle Upon Tyne, Twr (with Salaries)

Senior Associate Client Administration
Evelyn Partners —Newcastle upon Tyne
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Financial services
Quick apply
External Communications Manager
HM Revenue and Customs —Newcastle upon Tyne
- £45,544 - £55,157 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Travel
- Work from home
10d
Technical Sales Representative - Renewables
Integrated Power Services —Newcastle upon Tyne
- Full-time
- CRM software
- Microsoft Excel
- Sales
4d
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Gateshead
- £3,800 a month
- Full-time
- Sales
- Driving
Quick apply
Junior Commercial Advisor
Verisure Services (UK) Limited —Gateshead
- £3,800 a month
- Full-time
Quick apply
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Newcastle upon Tyne
- £3,800 a month
- Full-time
- Sales
Quick apply
Technical Sales Representative
Integrated Power Services —Newcastle upon Tyne
- Full-time
- CRM software
- Microsoft Excel
- Sales
Quick apply
9d
Digital Experience Coordinator
DAC Beachcroft —Newcastle upon Tyne
- Hybrid work
- Microsoft Excel
- Analysis skills
- Organisational skills
Quick apply
SALES EXECUTIVE
Verisure Services (UK) Limited —Newcastle upon Tyne
- £3,800 - £6,000 a month
- Full-time
- Sales
Quick apply
Business Development Manager - Field Sales
Tritility Limited —Jarrow
- Up to £65,000 a year
- Full-time
- Remote
- Data analysis skills
- Microsoft Office
- Business development
- Annual leave
- Employee assistance programme
Quick apply
Corporate Tax Assistant Manager
SW Group —Newcastle upon Tyne
- Full-time
- Hybrid work
- Business development
- Tax experience
Quick apply
Project Director - Rail
Amey Ltd —Newcastle upon Tyne
- Full-time
- Master's degree
- Project management
- Bachelor's degree
- Annual leave
Quick apply
Practice Manager
ASDA —Sunderland
- Part-time
- In-person
- Store discount
- Annual leave

More jobs to discover

Find similar jobs that you might be interested in.

External Communications Manager
HM Revenue and Customs —Newcastle upon Tyne
Where the role allows it, and where the home environment is suitable, colleagues can work from home for up to 2 days a week, averaged over a calendar month (or…
£45,544 - £55,157 a year
10d
Senior Internal Communications and Campaigns Manager
Infected Blood Compensation Authority —Newcastle upon Tyne
You will lead and own the internal communications strategy for IBCA, taking responsibility for shaping the organisation's internal voice and driving it forward…
£47,258 a year
10d

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Senior Associate Client Administration

Evelyn Partners -
Newcastle upon Tyne

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Organisational skills
Financial services
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Job Purpose

To provide full administrative support to our Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team.

Key Responsibilities

To work closely with the aligned Investment Managers to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact
Maintain back-office systems and client records in line with the company policies
Request policy information from third party policy providers if applicable
Liaise with operational teams where support is provided on activities e.g., scripts, transfers, corporate actions, static data changes where applicable
Assist investment managers in the preparation of new business pitches and presentations
Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients
Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required
Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
To encourage client, use of portal and other digital tools, provide guidance where required.
To collaborate and share best practice with colleagues
Provide training and coaching to new and existing administrators as required
Provide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue

Qualifications

Skills, Experience & Qualifications

Proven experience working in the financial services industry, specifically Investment Management
Good understanding of Financial Planning services.
A strong ethic of client service Required
Ability to work under pressure and to prioritise work
Excellent communication skills, influencing and organisational skills
Ability to use judgement and reasoning to propose solutions to problems
Ability to coach and mentor team members

Professional Qualifications and Education

Excellent standard of education, ideally degree qualified but not essential

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

insurance account representative jobs in newcastle upon tyne, twr

Senior Associate Client Administration

External Communications Manager

Technical Sales Representative - Renewables

JUNIOR SALES CONSULTANT

Junior Commercial Advisor

JUNIOR SALES ADVISOR

Technical Sales Representative

Digital Experience Coordinator

SALES EXECUTIVE

Business Development Manager - Field Sales

Corporate Tax Assistant Manager

Project Director - Rail

Practice Manager

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