Rewards, Roles & Responsibilities

The rewards that Wilsons offer its staff do vary from role to role but all our staff can expect a highly competitive salary; a contributory pension scheme; first class professional training with full financial support; discounts on insurance products; optional benefits including health and protection policies at excellent rates and superb career opportunities.

Below are just some of the insurance roles and a few of the responsibilities that go with the respective positions. If you would like to know more or think you are the right person for our organisation then click here to send us your CV we might have a vacancy especially for you.

Account Executive

To service, retain and develop existing clients, and to be their primary contact.
To obtain all the necessary underwriting information from clients and prospects.
To present proposals/agree terms with existing clients and new prospects.
To facilitate claims and liase with client and insurer.
Provide technical and quality review for designated accounts
To visit client's premises/sites when required.Financial Services Paraplanner

Financial Planning Consultant

To manage a portfolio of existing clients & the acquisition of new clients.
To identify, contact & develop relationships with potential new clients, to generate profitable New Business.
To develop strategic relationships with colleagues in General Insurance, third parties & local influences.
To be responsible for the organisation & running of certain marketing campaigns, including seminars & workshops in conjunction with the Chief Executive Officer & other consultants.

Account Manager

To carry out all aspects of internal underwriting administration for designated clients.
To visit clients as required.
To support the Account Directors/Execs as required
Dealing with renewals.
Acting on and replying to e-mails , faxes, post and telephone calls.
Assisting clients and providing them with advice and guidance.
To deal with new business enquiries and cross selling opportunities for clients.

Financial Services Paraplanner

Support consultants in their advisory work, to enable them to manage their portfolio of clients and the acquisition of new clients.
Analyse clients needs and provide suitable solutions.
Produce reports recommending suitable advice which is tax efficient.
Use relevant software for market research.
Provide and obtain technical information for consultants and clients.
Develop relationships with clients & new prospects to enhance the service offering.
Develop strategic internal relationships to support the Financial Services team.

Financial Services Administrator

Provide support to consultants to assist them in managing their portfolio of existing clients and with the acquisition of new clients.
Develop relationships with clients, providers & third parties.
Manage the advice process from initial enquiry to completion of advice.
Be responsible for updating & maintaining accurate client records.
Find solutions to client & adviser queries and take responsibility for all aspects of administration.
Deal with client & adviser queries and be responsible for all administration.
Be responsible for producing portfolio schedules & valuations.
Support marketing campaigns by assisting with any tasks which result in an enhanced service offering or the acquisition of new clients.
Ensure that all administrative work is undertaken efficiently & with commercial awareness.