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Green Barks Search
Edinburgh
Job Description Purpose To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined within this role. The list however is not exhaustive. The role holder will be expect
Job Source: Green Barks SearchGreen Barks Search
Edinburgh, Scotland, United Kingdom
Purpose To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined within this role. The list however is not exhaustive. The role holder will be expected to undertake add
Job Source: Green Barks SearchSearch
Edinburgh
Private Client Solicitor Hybrid Working Up to £65k The successful candidate will be approximately three to six years qualified. They will: - * have experience of dealing with private client cases, particularly wills, powers of attorney and executries. * have a strong working knowledge of the relevant law. * experience in a client facing role. * ha
Job Source: SearchPAS Capital Ltd
Edinburgh
We have an exciting opportunity for an experienced paralegal to join the Personal and Family practice area in Edinburgh with our client. As a key member of the team, you will be responsible for your own caseload which will involve a broad range of private client work as detailed below. The Personal team is one of Scotland’s largest teams of privat
Job Source: PAS Capital LtdPertemps Glasgow
Edinburgh
Role: Paralegal - Private Client Location: Edinburgh Salary: £25,000-£40,000 DOE Pertemps are recruiting a Private Client Paralegal to work with our Edinburgh based client. Responsibilities: Assist in managing a caseload of private client matters, including wills, probate, and estate planning Conduct legal research and analysis related to privat
Job Source: Pertemps GlasgowPertemps Scotland
Edinburgh
Role : Paralegal - Private Client Location : Edinburgh Salary : £25,000-£40,000 DOEPertemps are recruiting a Private Client Paralegal to work with our Edinburgh based client. Responsibilities : Assist in managing a caseload of private client matters, including wills, probate, and estate planning Conduct legal research and analysis related to priv
Job Source: Pertemps ScotlandPage Personnel Finance
Edinburgh
We are seeking a talented Private Client Solicitor for our client - providing exceptional legal advice and services to their clients NQ to 4 years plus! Client Details Our client is a reputable player in the professional services sector. With a sizeable team of legal experts, they are known for providing top-tier, comprehensive legal services acros
Job Source: Page Personnel FinancePertemps Scotland
Edinburgh
Role : Solicitor - Private Client Location : Edinburgh Salary : £36,000-£70,000 DOEPertemps are recruiting a Private Client Solicitor to work with our Edinburgh based client. Responsibilities : Manage a diverse caseload of private client matters, including wills, estate planning, and power of attorney. Provide expert legal advice to clients, ensu
Job Source: Pertemps ScotlandEdinburgh
Purpose
To provide a service to clients for personal lines insurance, which involves insurance broking, undertaking computer, telephone and administration tasks. The following responsibilities and tasks are highlighted as the key areas determined within this role. The list however is not exhaustive. The role holder will be expected to undertake additional appropriate tasks, as required from time to time, to fulfil the role as required.
Key Accountabilities
Financials & Reporting
Ensure that premiums are collected from clients in a reasonable timeframe by using diary systems and liaising with Account Executives where required.
Manage debtors. To aim to reduce debt over 90 days to minimal amounts working with team leaders and office managers to do this.
People
* Work with colleagues across all departments; Commercial, PCD both Personal Line and High Net Worth (HNW) and Credit
* Embrace the Group Client ethos and ensure that you are realistic about what you commit to; deliver on commitments and proactively update on progress
* Work collectively to the benefits of our Clients
* Offering best quotation provided by insurers
* Calculating and sending out renewals
* Setting up, issuing and sending out new policies
* Offering more flexible cover if needed by the client
* Processing mid-term alterations for clients when required
* Answering clients’ queries promptly
Processes
* Ensure computer records reflect ...
Private Client Broker - High Net Worth jobs in Edinburgh
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