To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up
but expanding and national short-term insurance brokerage is seeking to recruit a Personal Lines Underwriter
but expanding and national short-term insurance brokerage is seeking to recruit a Personal Lines Underwriter
Full support structure including admin support, paraplanners, office amenities, and specialist resources Full support structure including admin support, paraplanners, office amenities, and specialist resources