• Telephone prospecting to existing network to arrange business meetings

• Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
• Conducting in-depth reviews of clients' monetary circumstances, current provision and future aims
• Provide across a range of areas such as Financial Planning, Investments, Accounting and Tax, Estate Planning, Risk Management and Retirement Planning.
• Analysing information and preparing plans best suited to individual clients’ requirements
• Completing a client’s attitude to risk analysis
• Researching the marketplace and providing clients with information on new and existing products and services
• Designing strategies
• Assisting clients to make informed decisions
• Reviewing and responding to clients changing needs and  circumstances
• Communicating with other relevant professionals in relation a client’s circumstances
• Keeping up-to-date with legal, taxation and regulatory legislation
• Managing and updating client portfolios - and producing reports
• Liaising with clients in relation to changes to legislation that may affect their savings, investments or plans
• Meeting the regulatory aspects of the role

• Excellent communication, interpersonal and listening skills
• The capability to explain complex information simply and clearly in order to provide tailored and personalised services to meet each client’s goals and life situation
• The ability to network and establish relationships with clients
• Negotiation and influencing skills as well as determination and tenacity
• Self-motivated and totally dedicated to gaining the knowledge, skills and expertise required to deliver a world class financial advice and wealth management service to your clients
• Committed to continuous technical and professional development, through professional qualifications, ensuring that both your knowledge and the advice you give remain current
• Highly organised - maintaining client records, technical and compliance requirements
• A professional approach to work
• Be competent in undertaking prospecting activities
• Will have or be able to develop a group of clients, building long-lasting and trusting relationships with them.

• Telephone prospecting to existing network to arrange business meetings

• Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
• Conducting in-depth reviews of clients' monetary circumstances, current provision and future aims
• Provide across a range of areas such as Financial Planning, Investments, Accounting and Tax, Estate Planning, Risk Management and Retirement Planning.
• Analysing information and preparing plans best suited to individual clients’ requirements
• Completing a client’s attitude to risk analysis
• Researching the marketplace and providing clients with information on new and existing products and services
• Designing strategies
• Assisting clients to make informed decisions
• Reviewing and responding to clients changing needs and  circumstances
• Communicating with other relevant professionals in relation a client’s circumstances
• Keeping up-to-date with legal, taxation and regulatory legislation
• Managing and updating client portfolios - and producing reports
• Liaising with clients in relation to changes to legislation that may affect their savings, investments or plans
• Meeting the regulatory aspects of the role

• Excellent communication, interpersonal and listening skills
• The capability to explain complex information simply and clearly in order to provide tailored and personalised services to meet each client’s goals and life situation
• The ability to network and establish relationships with clients
• Negotiation and influencing skills as well as determination and tenacity
• Self-motivated and totally dedicated to gaining the knowledge, skills and expertise required to deliver a world class financial advice and wealth management service to your clients
• Committed to continuous technical and professional development, through professional qualifications, ensuring that both your knowledge and the advice you give remain current
• Highly organised - maintaining client records, technical and compliance requirements
• A professional approach to work
• Be competent in undertaking prospecting activities
• Will have or be able to develop a group of clients, building long-lasting and trusting relationships with them.

About Us

InspectRealEstate (IRE) is a global tech company that develops innovative software solutions, primarily for the property industry. We’re a solutions-focused organisation and our team members are obsessed about creating quality, customised solutions for our clients and consumers.
After a decade of rapid growth across Australia, New Zealand and the United Kingdom, IRE are looking for a Portfolio Consultant to join our busy UK team team to build strong relationships, onboard, train and support our portfolio of clients. We are passionate about what we do and committed to providing the best solutions to our industry.
Role Description

The Portfolio Consultant role is to, create, set up and execute implementation of all IRE products along with maintaining a portfolio of clients currently using IRE suite of products. This position will not only support our UK based clients but be an afterhours support to our clients based in Australia and NZ.  

Key Responsibilities

• Maintain and support a portfolio of clients in the UK, Australia and NZ using InspectRealEstate products
• Be responsible for the full set up and implementation of InspectRealEstate Products
• Be responsible for upskilling clients with current and new features of all InspectRealEstate Products
• To create and update client training guides & checklists
• Provide assistance to others in support team to deliver effective outcomes
• Understand & continuously learn IRE products
• Plan and conduct monthly webinars
• Actively attempt to upsell InspectRealEstate products and make clients aware of their features and benefits.
• Adhoc tasks as reasonably requested
• Compliance with the Information Security Management System, policies and Procedures

Skills, Experience and Knowledge 

• Property management experience will be highly regarded
• Previous experience in a technical support role
• Self-motivated and highly driven
• Attention to detail and accuracy in data entry
• Great organisational & problem-solving skills
• Ability to build and maintain strong internal and external relationships
• A willingness to learn and interest in their own professional development
• Strong interpersonal skills
• Exceptional written and verbal communication skills
• Familiarity with data analysis and reporting
• Positive and enthusiastic
• Passion to help others make a difference
• Excellent customer relationship & communication skills
• Strong time management skills

Next Steps

• Send your CV & prepare a personalised cover letter outlining why you want to work at IRE (max two pages) and send to hr@inspectrealestate.com.au
• Impress us - send us a 30 second video telling us why you want to work for InspectRealEstate to hr@inspectrealestate.com.au 

Who we are

American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security.

Get to know the business

General Insurance is a leading provider of insurance products and services for commercial
and personal insurance customers. It includes one of the world’s most far-reaching property casualty networks. General Insurance offers a broad range of products to customers through
a diversified, multichannel distribution network.

The role involves supporting key Solvency II regulatory reporting activities and assists in capital modelling projects for AIG UK and AIG Europe. More specifically, this involves:

Technical Provisions

• Assist in the quarterly production of Solvency II reserves and help in producing relevant results packs and management information for key stakeholders

• Work closely with Finance to ensure Solvency II data standards are met and continue to help improve the quality of the data feeding into the technical provision process

• Assist in production of Quarterly Regulatory Templates Actuarial need to populate on a Quarterly basis

Capital Model Calibration

• Assist in maintaining and developing a key set of templates which will be used as part of the calibration process

• Assist in driving consistency in the budget loss ratio process across AIG UK & AIG Europe’s businesses and support the team with any ad hoc analyses

• Assist in driving consistency in calibration assumptions and support the team with any ad hoc analyses

• Assist in the review process for calibration results including production of results packs and communications to relevant stakeholders

• Ensure that the AIG UK and AIG Europe calibration process meets Solvency II requirements for an Internal Model firm

Actuarial Function Reporting

• Assist in the underwriting opinion and reinsurance opinion as part of the Actuarial Function reporting requirements to the AIG UK and AIG Europe Board

• Ensure that the appropriate information is sent and queries answered for the Technical Provisions Opinion

Other

• Assist in preparing response to ad-hoc queries/requests  from the regulators and rating agencies

Technical Skills and Expertise

The Ideal Candidate Should Have:

• Bachelor’s degree or equivalent

• Student member of an Actuarial Institute well progressed through exams

• Proven proficiency in actuarial concepts/methodologies

• Advanced knowledge in Excel and VBA, knowledge of SQL, ResQ and Igloo would be advantageous

• Ability to forge relationships with other areas of the business

• Ability to work under own initiative, be proactive and show flexibility to meet business needs

• Ability to meet tight deadlines and prioritise own work

• Professional behaviour with high level of integrity and honesty

A look at our benefits

At AIG, we have a 100-year legacy of working to make the world a better place.  And that begins with our employees. We’re proud to offer a range of employee benefits and resources that help you protect what matters most – your health care, savings, financial protection, and wellbeing. We provide a variety of leaves for personal, health, family, and military needs. For example, the “Giving Back” program allows you to take up to 16 hours a year to volunteer in your community.

We also believe in fostering our employees’ development and offer a range of learning opportunities for employees to hone their professional skills to position themselves for the next steps of their careers. AIG also has a tuition reimbursement program for eligible employees to enhance their education, skills, and knowledge in areas that relate to their current position or future positions to which they may transfer or progress.

We are an Equal Opportunity Employer

It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At AIG, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.

At AIG, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: https://www.aig.com/about-us/diversity-equity-and-inclusion

Functional Area:

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

AIG Europe S.A. (U.K. Service Branch) & American International Group UK Ltd

• Tech-friendly workplace
• Private medical and life insurance
• Employee discounts
• Central London location (2 minutes walk from the tube station)

• Assist the yearly business plan process
• Support weekly and monthly review for the management team
• Prepare budget and forecast, variance and trend analysis
• Interpret financial and commercial information to non-finance stakeholders
• Provide financial suggestion to management for decision making and future improvement
• Ad hoc project assignment

• 1-2 years of financial planning & analysis experience, recent graduates with relevant internship / placement experience will also be considered
• Advanced Excel skills (Pivot tables, VLookup), experienced with PowerBI is a plus
• Quick learner, eager to learn and highly coachable

Role Overview

To support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.

Key Responsibilities

General

• Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.

• Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.

• Undertake research to identify suitable solutions to meet the client’s needs.

• Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.

• Consider current and future allocation of assets for investment strategy with regard to client risk profile.

• Check all compliance paperwork and internal sign off documents are present.

• Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.

• Request and obtain application forms and other associated paperwork.

• Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.

• Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.

• On-going servicing of clients, for example withdrawals or fund switches.

• Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives.

Regulatory Responsibilities (Compliance/T&C)

• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

• Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

As an approved person you must accept responsibility and demonstrate an understanding for the regulatory aspects and framework of the FCA controlled function that you perform, and ensure you meet and abide by the rules of the FCA’s fit and proper test, and comply with the FCA’s Statements of Principle and the Code of Practice. Additionally you must ensure your compliance with all internal policies, procedures and standards.

We are looking for an Agency and Financial Planning manager to assist in developing and implementation of strategy for the newly formed Arch Managing Agency ltd.
The position will manage the Arch Insurance Group planning process and assist with the ongoing improvement of this process.

The role reports to the Managing Director of the Managing Agency however the individual will work closely with the CFO and Chief Actuary of Arch Insurance. It provides an opportunity for the individual to grow their business knowledge within the Lloyd’s and the insurance sector.

The individual will work with the Arch Executive Management team on a regular basis and should be confident in communication at this level.
Agency
• Help to define and implement the Agency 3-5 year strategy
• Owning and managing agency projects stemming from the strategy
• Owning and managing the Syndicate Business Forecast planning process coordinating with Finance, Actuarial, Reinsurance and Underwriting to ensure that submission is accurate, logical and realistic
• Attendance of monthly Syndicate Monitoring Committee meetings and preparation of meeting packs, including collating information from various stakeholders and presentation of that information on occasion
• Preparation of the performance management framework presented at the SMC for Syndicates under management
• Attendance of meetings with Lloyd’s and preparation in any communications with Lloyd’s where appropriate
• Review and challenge of all submissions to Lloyd’s

Arch UK
• Managing the group-wide planning process
• Assist with group wide planning model and process development

IT skills
Excellent Excel skills
Experience of Anaplan or other products that involve coding preferred or an ability to learn these.
Power BI experience would be useful but not required

Technical knowledge
Understanding of all aspects of insurance data including pricing, rate monitoring, policy and claims
Good understanding of accounting, profit and loss, balance sheet, reserving and capital concepts so as to review Lloyd’s submissions such as the QMA (balances sheet), QMB (quarterly profit & Loss), Syndicate Business Forecast and other Lloyd’s submissions.

Operationally astute.
Confident communicator for presentation of information at meetings with wide audiences
Self-motivated, Proactive, organised, methodical.
Good at liaising and forming relationships across the business including underwriters, actuaries and finance professionals.

• Qualified Actuary or Accountant desirable

• Degree qualification

Arch Insurance is a global insurer offering our clients superior coverage and service. We embody the Arch guiding principle of focusing on retaining experienced and talented employees to differentiate us from the rest of the pack. Our group operates from offices in the US, Canada, Bermuda, UK, Australia and South Africa, providing specialty risk solutions to clients worldwide across a wide range of industries. With over ten years of operating history and strong financial ratings, our track record remains solid.

Arch Insurance employs a disciplined underwriting approach and prudent risk selection across all types of business. Our mission is to provide our insureds with superb coverage and claims handling through careful and diligent underwriting of risks and business-friendly solutions. Across our global operations, Arch Insurance employees are ready to meet your needs with professionalism and excellence.

• Extraction of stock data from NAV ERP and various WHM systems onto excel for purpose of system to system stock reconciliations.
• Identifying potential timing issues with comparisons and manually amending to ensure accurate reconciliation.
• Investigation of discrepancies by audit of historical stock movements, identifying and correcting transaction errors.
• Working with our 3rd party logistic partners to identify and correct product code errors ensuring description, case size, vintage and duty accuracy.
• Validation of Stock being transferred between our 3rd party Logistic locations.
• NAV System reconciliations to ensure accuracy on duty and case sizes to ensure maximum stock availability with minimum despatch failures.
• Monitoring of physical warehouse shortages and creations and processing relevant claim.
• Proactively challenge and seek best practice, best service and best value.

The successful candidate will have experience working within a similar role such as stock analysis, audit or reconciliations. You will have an understanding of logistics and supply chain and will have worked in partnership with 3PL's or suppliers. Attention to detail, excellent numerical skills and processing accuracy is essential for the role as is an analytical approach with strong problem solving skills. Candidates with previous experience working with NAV or Vision are encouraged to apply but MRP's will still be considered. Candidates who have worked within the FMCG sector would also be at an advantage but again not essential This is an interim role and is expected to last for between 3 and 6 months. Candidate must be available to start immediately.

You will receive a competitive rate of pay.

Page Personnel Logistics are currently looking to recruit a Stock Analyst for our client in West London.