High Net Worth Advisor

5 days ago


Taunton, Somerset, United Kingdom Lloyd & Whyte Group Limited Full time

Join Lloyd & Whyte Group Limited as a Bilingual Insurance Representative and contribute to our award-winning team.

About the Role

We are looking for a motivated individual with a strong background in the insurance industry to provide on-hand support and coaching to the team.

Key Responsibilities
  • Support colleagues in their professional development, including qualification, product, and technical knowledge.
  • Motivate and encourage the team to maximize business opportunities and promote insurance reviews.
  • Review and evaluate processes, systems, and procedures for improvement.
Requirements
  • 4+ years of experience in the insurance industry.
  • GCSE Maths & English at Grade C/Level 4 (or equivalent).
  • Chartered Insurance Institute Certificate in Insurance.
What We Offer
  • A competitive salary estimated around £40,000 - £60,000 per annum.
  • Bonus scheme.
  • Company pension plan.
  • Enhanced maternity leave.
  • Free parking.
  • Health and wellbeing programme.
Our Company Culture

We pride ourselves on being a family of businesses that values professionalism and qualifications. Our social committee organizes regular events, and everyone gets involved in charity fundraising.



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