Financial Adviser jobs in Warminster
- Reynolds Porter Chamberlain3.3Hybrid work in Bristol
- The team handles a wide variety of claims against various professionals including solicitors, insurance brokers, accountants and financial advisers.
View similar jobs with this employerCranleigh PersonnelSherborne- They also offer pay rises for each exam passed and full financial support with these too.
- Our client is a well established Wealth Management Practice, and is…
- Andrews Property Group3.1Keynsham
- Ensure all customers are fully aware of the process they are entering into, including the costs and financial implication.
- Pension and Death in Service Benefit.
View similar jobs with this employerEvelyn PartnersHybrid work in Bristol BS1Typically responds within 1 day·- Proven experience working in the financial services industry.
- We’re seeking an ambitious individual to join our Financial Planning team in Bristol, you will be…
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View similar jobs with this employerEvelyn Partners PSSalisbury SP1 1BGTypically responds within 1 day·- You will be working in a client-facing, dynamic team, developing the knowledge and skills needed to be a trusted business adviser.
- Research England (RE)Bristol·
- Provide project management and co-ordination of the internal networks to deliver Research England’s financial sustainability work programme.
- L&C MortgagesBath·
- From ’ colleag nominations – recognising those who go aboveand beyond, in depth employee assistance and support programmes, comprehensive benefits hub via…
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- WealthtimeHybrid work in Bath·
- Understanding of financial promotion principles and processes desirable.
- Experience of working in the investment/adviser industry beneficial.
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- WealthtimeHybrid work in Bath·
- Oversee and monitor adviser activity and take proactive steps to reduce inbound contact in a way that works for both us and our advisers.
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- ParmenionHybrid work in Bristol BS1 6BXTypically responds within 3 days·
- Engaging with financial advisers and third parties to address queries and ensure seamless client service.
- This role presents an excellent opportunity for an…
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- WealthtimeHybrid work in Bath·
- A good understanding of the UK financial services regulatory environment preferred.
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- Integrity365Chippenham SN14 8EY·
- This role would involve directly supporting an IFA with all areas of business processing, financial administration and client liaison.
- RSM UKBristol BS1 6DGTypically responds within 1 day·
- Lifestyle, health, and wellbeing including financial wellbeing benefits such as financial tools, electric car scheme and access to a virtual GP.
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- Clarke WillmottBristol·
- Reviewing care funding position and completing financial assessments, making funding applications as/when required.
- Complete monthly cabinet check exercise.
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- WealthtimeHybrid work in Bath·
- Previous telephony experience within the financial services industry.
- Demonstrate a strong and supportive customer centric culture, focused on the delivery of…
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Job Post Details
Professional & Financial Risks Senior Associate - job post
Job details
Job type
- Full-time
Location
Full job description
Role overview
The team
Our Professional & Financial Risks team ("PFR") is part of the firm's insurance group and has a well-established client base, acting for the vast majority of Professional Indemnity Insurers in the market and their insureds.
The team handles a wide variety of claims against various professionals including solicitors, insurance brokers, accountants and financial advisers. The role largely involves defending liability claims both pre and post litigation, but the team also provide advice/ representation on associated matters such as regulatory issues, risk management and Ombudsman complaints. The team is also frequently asked to advise insurers on policy coverage aspect of claims.
As well as acting for all the major Professional Indemnity Insurers, the team also acts directly for a number of large professional services firms.
The teams is top ranked for professional negligence in both Chambers & Partners and Legal 500.
The role
We have an opportunity for a Senior Associate (ideally 5 years PQE +) to join our vibrant and growing PFR team. The ideal candidate will have experience of professional indemnity litigation as well as a good knowledge of legal procedures.
This role will give you the opportunity to work with a number of partners and lawyers where the work will be varied, interesting and challenging and you will be given autonomy. There will be the opportunity to work on matters involving a range of professions with values ranging from tens of thousands of pounds to multi millions.
You will also have the opportunity to get involved with business development and client initiatives as well as:
- Managing a caseload of Professional Indemnity claims, including coverage issues.
- Delivering high quality and timely outputs to clients, ensuring high levels of client service and alignment with agreed working practices and client service level agreements.
- Contributing to the development and improvement of the teams service, support, processes and procedures.
- Working to develop an environment of constant improvement: enthusiastically sharing with and helping other; and taking responsibility for aspects of team development.
- Capturing and collating required Management Information in accordance with agreed practice for clients.
Knowledge, skills and experience
- 5 years + of PQE or equivalent relevant expertise.
- Expertise in professional indemnity litigation. Experience of insurance is desirable but not essential.
- Able to deliver legal and commercial solutions, working collaboratively with clients and colleagues to provide an outstanding client experience.
- Take responsibility for managing and developing strong relationships with clients based on an understanding of their business objectives.
- Committed to business development to further grow the practice with an ability to identify and shape commercial opportunities encouraging others to participate.
- Able to work efficiently and commercially and understands the importance of financial hygiene, sharing their understanding with the team.
- Adopts a commercial mindset when pricing, resourcing and using technology to manage matters and understands the impact of this on profitability.
- A collaborative leader within a team who coaches and develops junior team members to achieve their full potential.
- Committed to being part of a supportive, inclusive and collaborative firm culture.
- Good knowledge of Microsoft Office.
Diversity, equity, inclusion and belonging
We are problem solvers. Whether in front of clients or behind the scenes. To solve problems creatively for clients, we need diverse collaborative thinking; drawing on different experiences, backgrounds and perspectives. That means that everyone who either applies to, or works for, the firm is treated equitably. Webelieve in removing barriers to equal access not least because our people define us and define what we do. If you need support and adjustments to do your best work, whether that's during the recruitment process or throughout your time at RPC, we're here to help.
Flexible working that supports your commitments outside of work is an important part of our culture and, where possible, we will support this across all roles. Please get in touch with our recruitment team if you have any questions about our hybrid working approach or flexible working policy.