commercial/operational environment.
validate and assess insurance policy applications to manage risk and ensure effective and efficient new business completed by double-checking updated workflow records, recorded decisions, and saved forms in the client folder underwriting decisions and forms to the client record on the Owls system. Respond to and resolve underwriting within a specified turnaround time. Notify your manager of any priority issues, escalation queries, or daily workflow Inbox tasks and stat records for workflow management. Identify additional training needs
validate and assess insurance policy applications to manage risk and ensure effective and efficient new business completed by double-checking updated workflow records, recorded decisions, and saved forms in the client folder underwriting decisions and forms to the client record on the Owls system. Respond to and resolve underwriting within a specified turnaround time. Notify your manager of any priority issues, escalation queries, or daily workflow Inbox tasks and stat records for workflow management. Identify additional training needs
returns, monthly returns and reporting. Monthly management accounts. Monthly payroll processing, bi-annual accounting practices such as VAT, IRP5, EasyFile and management accounts is vital. Knowledge on or exposure to MS Excel, Word, Outlook Clear criminal and ITC record
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial constructing asset allocation reports to drafting records of advice documents, your work will directly contribute trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial constructing asset allocation reports to drafting records of advice documents, your work will directly contribute trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
credit notes to accurately reflect in accounting records. Prompt investigation into queries both internally
credit notes to accurately reflect in accounting records. Prompt investigation into queries both internally
credit notes to accurately reflect in accounting records. Prompt investigation into queries both internally
efficiency and growth. You have a proven track record in mitigating risks and driving performance. You align with the organisation's strategy. You'll manage financial affairs, optimise investment initiatives Ideally we'd like someone with a Master's Degree in Management Sciences or a related field but we'll also consider accountability governance. You possess strong financial management skills, including budget preparation and adherence succession planning. You are skilled in conflict management, business acumen, and providing expert advice