Financial Services Executive

6 hours ago


Crewe, Cheshire East, United Kingdom Howard James Recruitment Consultancy Ltd Full time
Job Description

We are seeking a skilled Financial Services Executive to join our team and take on the challenge of assessing and meeting the financial insurance needs of both new and existing clients.

  1. Proactively manage a portfolio of commercial accounts and develop tailored solutions to meet each client's unique needs.
  2. Conduct market and product research, presenting recommendations and writing comprehensive reports to support your clients.
  3. Stay informed on industry regulations, ensuring all dealings are compliant and up-to-date with data protection.
  4. Build networks with professional bodies, ensuring visibility and awareness of industry trends.
  5. Partner closely with Directors and Account Handlers to ensure smooth and effective client service.

The ideal candidate will have experience in client-facing, corporate environments within commercial insurance, with strong analytical, numerical, and problem-solving skills. The estimated salary for this position is $60,000 - $80,000 per annum, including a benefits package.



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