Clark James recruitment

Clark James Recruitment are working with a professional and highly regarded IFA business. Due to expansion, our client has a vacancy for an experienced IFA Administrator to join their dynamic team. The successful candidate will play a crucial role in supporting Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations. Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients. Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary. Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles. Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines. Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records. Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations. Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant. Candidate Qualifications : Level 4 Diploma qualified (or working towards Level 4 Diploma). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. Company Pension. Employee discount. Financial planning services. Life insurance. Support with continued professional development (including exam support). Flexible working arrangements. Opportunity for career progression within a growing IFA firm.

NW London. Do you have at least 5 years experience of the UK Commercial Insurance market and Acturis experience? Here is a new opportunity packing a mighty salary, benefits package and career path with a brilliant Commercial Insurance Broker office based 5 days 9-5. You must have experience dealing with a mixture of risks such as Commercial Combined, ,PI, D&O, Manufacturing, Property, Construction etc. Primarily you are responsible for providing a quality service, by handling client excellence. You'll work collaboratively with the expert Account Executives in the office to achieve common goals. True team cohesion for the ultimate outcome. You will be experienced within the Commercial insurance sector, knowledgeable about the local market and want to put your clients at the heart of your actions. Role and Responsibilities This excellent role will involve negotiating terms with insurers, producing client renewal reports, pre-renewal documentation, reviewing claims for renewal meetings with clients, producing presentation, adhering to compliance, mid year preparation, liaising with clients and insurers on mid term adjustments and other similar duties. The reward for someone with lots of relevant experience is a really socking salary for outside of the City, added benefits and genuine career opportunities to push to the next level. Apply today for an immediate interview if you have the relevant experience.

Hybrid new vacancy with a leading North Kent based Insurance brokers who have an unusually low staff turnover as they know how to look after their staff. If you have been working in Commercial Insurance for a number of years and have a stable career history we would love to hear from you. They have a role looking after an existing and varied book of Commercial Insurance clients with a range of small and medium companies and industries but no matter how small the client the service and customer ethos are always the same and this starts with a well trained and motivated team of brokers! The company are very much open to the modern way of working so you will works some days from home and some in the office but you will really need to get to the office certain days of the week. To apply for this role you really need to have current Insurance broking or underwriting experience and be looking to get your career to the next level! Clark James Insurance Recruitment genuinely care about our candidates and have your best interests at heart, our special relationship with the company means we can get your cv to the top of the pile!

Do you have at least 5 years experience of the UK Commercial Insurance market? Here is a new opportunity packing a great salary, benefits package and career path with a brilliant Corporate Insurance Broker part of a large group but with an independent spirit. You must have experience dealing with a mixture of risks such as Commercial Combined, Property, PI, D&O, Construction etc. Primarily you are responsible for providing a quality service, by handling client excellence. You'll work collaboratively with the expert Account Executives in the office to achieve common goals. True team cohesion for the ultimate outcome. You will be experienced within the Commercial insurance sector, knowledgeable about the local market and want to put your clients at the heart of your actions. Role and Responsibilities This excellent role will involve negotiating terms with insurers, producing client renewal reports, pre-renewal documentation, reviewing claims for renewal meetings with clients, producing presentation, adhering to compliance, mid year preparation, liaising with clients and insurers on mid term adjustments and other similar duties. The reward for someone with lots of relevant experience is a really socking salary for the Kent market, a massive suite of benefits and genuine career opportunities to push to the next level. Apply today for an immediate interview if you have the relevant experience.

Clark James Recruitment are working with a highly regarded Estate Agency Brand. Due to further growth within the business, our is client is looking to recruit a Pre Tenancy Administrator to join the Lettings team. Role We are seeking a highly organised and detail-oriented Lettings Pre-Tenancy Administrator to support our lettings team in managing the pre-tenancy process from offer acceptance through to move-in. This role is crucial in ensuring a smooth, compliant, and efficient onboarding experience for both landlords and tenants. Responsibilities Coordinate the pre-tenancy process from offer agreed to tenancy start date. Liaise with tenants, landlords, and third-party providers to progress applications. Arrange and monitor referencing, credit checks, and Right to Rent checks. Prepare tenancy agreements and ensure all documentation is accurate and compliant. Organise deposit registration and ensure funds are correctly processed. Schedule inventory reports and check-in appointments. Ensure all legal and compliance requirements are met prior to move-in. Maintain accurate records and update internal systems. Respond promptly to queries from tenants and landlords. Support the wider lettings team with administrative duties as required. Experience Previous experience in lettings, property administration, or a similar role preferred however, not essential, previous adminstration experience is essential. Strong organisational skills and attention to detail. Excellent communication and customer service abilities. Ability to manage multiple tasks and meet deadlines. Good working knowledge of Microsoft Office and property management systems. Understanding of lettings legislation and compliance (desirable but not essential). Proactive and able to work independently. Professional and approachable manner. Strong problem-solving skills. High level of accuracy and accountability. Package Basic salary to 30,000. Monday - Friday role (9.00am - 6.00pm). Please only apply for this position if your cv demonstrates previous administration experience

Do you have very recent UK Insurance data experience? Hybrid working part City of London based - This leading and exciting Insurer are seeking a detail-oriented and organised Motor Insurance Pricing/Data Practitioner to join their Pricing and Underwriting team. To apply for this role you MUST have multiple years of experience working within a personal lines business within motor and or home products They ve built the kind of pricing infrastructure every pricing professional aspires to work with: High-quality, accessible data A fast, flexible rating algorithm deploy changes in hours Machine Learning Operations (MLOps) that enable fast, transparent, and controlled model development An operating model that gives complete autonomy to pricing professionals to dream up an idea and get it live If you're passionate about using data, tech, and creativity to push the boundaries of insurance pricing, we d love to hear from you. Role Purpose This role focuses on end-to-end customer pricing, covering both risk and margin for the Insurer. It is a highly autonomous role within a specialized team. Key Responsibilities Optimization: Identify pricing opportunities across segments to maximize profitability and market competitiveness. Innovation: Develop new features, tools, and models for advanced pricing sophistication. Monitoring: Analyse claims performance to ensure accurate calibration, especially regarding inflation and trends. Automation: Build automated processes to improve operational efficiency Ideal Candidate Profile Extensive skills within Motor Insurance Pricing and Data Commercial Mindset: Motivated by driving tangible business value through data-driven decisions. Technical Proficiency: Skilled in data analysis and modelling techniques. Requires experience with analytical tools (e.g., Python, SQL, R) and a background in insurance pricing or data science. The company are offering an impressive salary and benefits package and this is an exciting time to join this highly progressive Insurer.

Hybrid working. We have a unique and rare opportunity in the South Kent area for a Commercial/Property Insurance underwriter looking to join a professional and friendly business who are extremely stable and successful and job security is a given. You MUST have Insurance experience. This business underwrite a variety of Commercial Covers including Scheme Business and a Binder schemes including Property, Commercial Package and other similar areas from a broad sector of different clients and premium levels, this is an interesting and varied opportunity. We are looking for a candidate who has dealt with Property or Household risks and has either prior Insurance Underwriting experience or has worked for a broker who run their own schemes so has had delegated underwriting authority in the past. The role would also suit someone with property broking experience looking to get into Underwriting. The main bias of the role will be underwriting renewal business as well responding to queries from brokers and clients and quoting for new business as well as the typical duties you would expect in this type of role, all in a very friendly and laid back environment where you will enjoy coming to work! The company will consider applications from candidates with a year or two of relevant experience as well as those with much deeper knowledge and the salary will reflect this. Attractive benefits, holiday entitlement and 9-5 Monday to Friday hours are also another bonus. All applications dealt with in confidence and we will fully support you with friendly advice, always having your best interests at heart.

Clark James Insurance Recruitment love working with this leading specialist Insurance broker in the Surrey area who have a rarely available opportunity on their Commercial Lines team due to expansion. The account handler will deal with risks which includes a number of different covers such as Property, Construction, Professional Indemnity (PI), Directors and Officers (D&O) and Cyber Liability so the company are happy to consider a solid Commercial Insurance background in broking or Underwriting. This is a cracking broker with excellent training and benefits and a great working culture putting staff first. The premium sizes will be anything from a few hundred pounds etrade policy to a more complex risk up to around 10k. Role and Responsibilities Managing Own Allocation of clients Pre renewal investigation and advice Renewal negotiations with Insurers where required, or offering renewal terms within the delegated authority limits Premium Collection and solving any related accounts queries that arise Dealing with any other policy / cover queries by Insurer or Client They are looking for a committed and career driven individual who must have some recent Commercial/Property Insurance experience. Apply today for a full job spec and immediate interview.

Hybrid working. We have a unique and rare opportunity in the South Kent area for a Commercial/Property Insurance underwriter looking to join a professional and friendly business who are extremely stable and successful and job security is a given. You MUST have Insurance experience. This business underwrite a variety of Commercial Covers including Scheme Business and a Binder schemes including Property, Commercial Package and other similar areas from a broad sector of different clients and premium levels, this is an interesting and varied opportunity. We are looking for a candidate who has dealt with Property or Household risks and has either prior Insurance Underwriting experience or has worked for a broker who run their own schemes so has had delegated underwriting authority in the past. The role would also suit someone with property broking experience looking to get into Underwriting. The main bias of the role will be underwriting renewal business as well responding to queries from brokers and clients and quoting for new business as well as the typical duties you would expect in this type of role, all in a very friendly and laid back environment where you will enjoy coming to work! The company will consider applications from candidates with a year or two of relevant experience as well as those with much deeper knowledge and the salary will reflect this. Attractive benefits, holiday entitlement and 9-5 Monday to Friday hours are also another bonus. All applications dealt with in confidence and we will fully support you with friendly advice, always having your best interests at heart.