Protection Insurance Adviser Job at Social Value Portal Ltd (Nationwide)

Compliance Auditor

We are looking for a Compliance Auditor to join our team at CDL where you will a...

Location

United Kingdom , Stockport

Salary:

30000.00 - 40000.00 GBP / Year

CDL Software

Expiration Date

Until further notice

Requirements

Educated to A Level or Degree standard
Relevant domain qualifications desirable e.g. ISO auditor/implementer, GDPR
Insurance/financial data sector experience would be an advantage
Experience of working within relevant regulations and standards (e.g. PCI-DSS, ISO, SOC 2, Data Protection legislation)
Experience of FCA Regulations relating to insurance, consumer legislation and codes of practice, anti-bribery legislation, etc. would be an advantage
Computer literacy – particularly Word, Excel, etc.
Demonstrable ability to communicate across disciplines at all levels, with external bodies and with senior management

Job Responsibility

Policy Development - assist in the development and implementation of written policies and procedures supporting the management systems required to achieve ISO and other standards certifications within CDL
Management System Audit - assist in the monitoring and audits of company policies, procedures and obligations for third party certifications, e.g. PCI-DSS, ISO standards, client contractual obligations
Certification audit support – Engage with certification audit suppliers to organise and facilitate their audit process (i.e. ISO, SOC etc.)
Reporting - deliver reports on compliance processes and status
Continual Improvement – identify potential improvements in policies and procedures
Breach Response - respond promptly and advise corrective action to any emerging breaches in compliance
Advice and Support – assist response to internal and external requests for statements and audits of CDL processes and compliance

What we offer

Hybrid Working (2 Days a Week in the office)
Flexible working
25 days holiday to start, increasing by 1 day per 1 year of service up to 30 days
Excellent training and development platform
Opportunities for career progression
Health and Wellbeing Programme
Virtual activities, lunch and learns, coffee mornings and meetups
Life and health assurance
Electric Vehicle Scheme
Established Recognition Award System

Fulltime

Commercial Lending & Finance Attorney

Our client, a successful full-service law firm, is seeking a Commercial Lending ...

Location

United States , Providence

Salary:

185000.00 - 250000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

10+ years of continuous, substantive, and verifiable experience in commercial lending, commercial real estate finance, and secured transactions
Extensive experience representing financial institutions, lenders, borrowers, and investors in sophisticated commercial real estate financing transactions
Demonstrated expertise in structuring, negotiating, documenting, and closing complex credit facilities and real estate-secured lending transactions
In-depth knowledge of commercial real estate finance, secured lending, title matters, collateral perfection, and real estate due diligence
Strong understanding of loan workouts, restructurings, distressed asset transactions, and creditor rights issues
Experience with commercial real estate acquisitions, dispositions, development projects, corporate transactions, and mergers and acquisitions is highly desirable
Excellent drafting, negotiation, analytical, and problem-solving skills, with the ability to develop practical and business-oriented legal solutions
Exceptional oral and written communication skills with the ability to effectively advise sophisticated clients and transaction participants
Comprehensive knowledge of applicable federal and state laws, regulations, filing requirements, and legal procedures affecting commercial lending and real estate transactions

Job Responsibility

Represent banks, institutional lenders, private lenders, and borrowers in complex commercial lending and finance transactions, including first- and second-lien commercial real estate financings
Structure, negotiate, document, and close commercial real estate credit facilities secured by mortgages, deeds of trust, and other collateral arrangements
Advise clients on all aspects of commercial real estate finance transactions, including acquisition, development, construction, refinancing, and permanent financing matters
Draft, review, and negotiate loan agreements, promissory notes, guaranties, security agreements, intercreditor agreements, and other financing-related documentation
Conduct and oversee due diligence reviews related to financing transactions, including title, survey, zoning, environmental, organizational, and collateral matters
Review title insurance commitments and policies, identify title-related risks, prepare title objection and clearance correspondence, and coordinate resolution of title issues
Structure and perfect security interests in real property, personal property, fixtures, equipment, tenant improvements, accounts, and other collateral
Advise clients regarding commercial leases, easements, deeds, deeds of trust, and other real estate-related agreements and instruments
Represent lenders and borrowers in loan modifications, workouts, restructurings, foreclosures, and other distressed asset matters
Provide strategic guidance on risk management, collateral protection, and regulatory compliance throughout the lending process

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Fulltime

New

Compensation & Benefits Senior Specialist

Location

Singapore , Singapore

Salary:

Not provided

EDP

Expiration Date

July 18, 2026

Requirements

Degree in Business Administration, Human Resources, Economics, or equivalent discipline
Minimum 8 years of HR experience in a fast-paced environment, of which some would be specialized in Total Rewards
Technical knowledge of Asia Pacific country specific employment law
Strong project management skills with ability to advise / influence multiple key stakeholders
High level of proficiency in Microsoft Office suite, advanced Excel and data analytics skills with a keen eye for details
Excellent written and oral communication skills
Self-starter and highly change orientated
Ability to work independently and collaboratively as an integral part of the HR Team
Demonstrate abilities to exercise sound judgment, present well formulated points of view and to justify ideas with good data
Value alignment: stewardship, collaboration, innovation and with a spirit of excellence

Job Responsibility

Provide subject matter expertise to stakeholders on sophisticated Total Rewards concepts and principles to lift stakeholder capabilities building
Monitor and assess legislative developments and government initiatives, provide consultative support on employment terms and best practices in APAC markets
Understand the competitive landscape in APAC markets, translate up-to-date market data into proactive developmental actions
Design best-fit Total Rewards programs that are relevant to address business and talent needs
Develop salary management principles to enable Compensation as an effective tool to reward high performance
Identify gaps of existing benefits structure and recommend enhancement opportunities to improve the competitiveness and cost effectiveness of the Company’s benefits provisions
Monitor the effectiveness of existing policies, guidelines, and procedures, ensure comprehensive Total Rewards policies are in place to guide operational decision making
Conduct organizational effectiveness analysis (span of control, organizational layers, structures, etc.)
Create and implement structures, processes, and solutions to optimize performance, adapt to changing environment, and support long-term sustainable growth
Lead annual workforce planning activity to forecast future talent demand – right number of talents, with right skills in the right position

What we offer

Professional experience in a leading global company in the renewables industry with flexible work conditions
Recognition through remuneration compatible with the role and other additional benefits
Opportunities for personal and professional development, e.g. cross-cutting projects, mobilities and volunteering

Fulltime

Senior Premier Banker

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer Banking...

Location

United States , The Villages

Salary:

Not provided

Wells Fargo

Expiration Date

July 10, 2026

Requirements

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY
State Insurance license(s) are required for this role and must be completed within a specified period
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
This position requires SAFE registration at the time of employment

Job Responsibility

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit
analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially

Fulltime

Protection Advisor

An established and growing financial services business with a strong mortgage di...

Location

United Kingdom , Aylsham

Salary:

Not provided

Placing Faces

Expiration Date

Until further notice

Requirements

CAS status is essential
Previous experience providing protection advice
Strong knowledge of life insurance, critical illness cover, income protection and related products
Excellent communication and relationship-building skills.

Job Responsibility

Providing whole-of-market protection advice to clients
Conducting fact-finds and identifying suitable insurance solutions
Managing appointments generated through internal mortgage adviser referrals
Maintaining compliant records and delivering excellent customer outcomes
Building and maintaining strong relationships with clients throughout the advice process
Converting warm, pre-qualified leads into completed business.

What we offer

Warm, pre-qualified leads provided
Whole-of-market proposition
Hybrid working flexibility
Competitive commission split structure
Strong internal referral network from mortgage advisers
Training and support available for advisers moving from a restricted advice background
Self-employed role with autonomy and flexibility.

Fulltime

Protection Advisor

Contact and advise clients on suitable protection products. Conduct fact-finds a...

Location

United Kingdom , Grays

Salary:

25000.00 - 30000.00 GBP / Year

Placing Faces

Expiration Date

Until further notice

Requirements

Previous experience as a protection advisor dealing with life insurance, critical illness and mortgage insurance
Strong communication and relationship-building skills
A customer-focused approach with the ability to identify client needs
Self-motivated and target-driven mindset
Ability to manage a pipeline and work efficiently to achieve results

Job Responsibility

Contact and advise clients on suitable protection products
Conduct fact-finds and assess customers' protection needs
Recommend appropriate life insurance, critical illness cover, income protection, and related products
Manage client relationships throughout the advice and application process
Maintain accurate records and ensure compliance with industry regulations
Convert warm leads provided from existing mortgage clients into protection business
Deliver exceptional customer service and positive client outcomes

What we offer

Basic salary of £25,000 – £30,000
Realistic On-Target Earnings of £60,000
Employed position offering stability and support
Warm leads provided from existing mortgage clients
Opportunity to develop within a growing business
Uncapped earning potential through commission incentives
Supportive and professional working environment

Fulltime

Vp/Director Of Finance

We are looking for a strategic finance leader to oversee financial planning, rep...

Location

United States , Chatsworth

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in a senior finance leadership role such as VP of Finance, Finance Director, or a comparable position
Strong command of budgeting, forecasting, month-end close, and financial reporting within a complex business environment
Demonstrated ability to improve profitability, manage cash flow forecasts, and support working capital performance
Solid understanding of accounting compliance, tax requirements, internal controls, and audit coordination
Experience creating KPIs, dashboards, and management reporting that drive informed business decisions
Background overseeing banking relationships, financing activities, and credit or collections processes
Ability to assess, implement, or enhance financial and accounting systems to improve accuracy, efficiency, and control
Effective leadership skills with a track record of building accountable, high-performing finance teams

Job Responsibility

Shape the company's financial direction by aligning long-range planning with broader business objectives and advising leadership on key decisions
Produce meaningful financial analysis, performance updates, and practical recommendations that support growth, margin improvement, and disciplined spending
Direct the budgeting cycle and forecasting activities, building reliable tools and processes that improve visibility into business performance
Oversee the preparation of monthly, quarterly, and annual financial statements and management reports with a strong focus on accuracy and timeliness
Establish performance metrics, dashboards, and other reporting tools that help leaders track results and identify opportunities for improvement
Ensure smooth and accurate period-end close activities while maintaining adherence to accounting standards, tax obligations, and statutory requirements
Partner with external auditors, financial institutions, and other third parties to support audits, financing matters, and ongoing financial operations
Manage cash flow, working capital, credit activity, and collections to preserve liquidity and support operational needs
Strengthen internal controls, evaluate financial risk exposure, and oversee insurance-related matters to protect the organization and maintain compliance
Lead and develop the finance and administrative team while advancing financial systems, streamlining processes, and increasing operational efficiency

Technical Advisor - Travel Canada

The role of Technical Advisor directly supports the company’s mission to develop...

Location

Canada

Salary:

45.00 - 50.00 CAD / Hour

Nordex Group

Expiration Date

Until further notice

Requirements

High school diploma preferred OR an equivalent combination of experience, technical training, and safety certifications
Experience in quality management and quality control processes
Wind Turbine Assembly experience preferred
Minimum of 3 years of supervisory experience in mechanical, electrical, or construction fields
Wind Farm mechanical construction experience preferred
WTG on-site assembly experience required
Excellent technical knowledge, communication skills, and the ability to build positive relationships with customers and subcontractors
Knowledge of Microsoft Office Suite required
English & French Proficiency is required
Other languages are a plus (German & Spanish)

Job Responsibility

Proactively ensure HSE compliance throughout the WTG installation and finishing process, reporting any deviations
Advise the customer's BOP contractor to meet Nordex quality standards for a smooth handover to the Commissioning, Customer, and Service Department
Leverage strong technical knowledge to provide general support on all mechanical and electrical activities of the customer's BOP contractor and Nordex's contractors
Document and report any quality or time deviations noticed during the WTG/WF installation, finishing, and commissioning works using the UPVISE system
Ensure all mechanical works are executed according to installation instructions and tooling maintenance requirements, advising on any deviations
Oversee the reception, use, and handover of Nordex tooling, ensuring proper use and readiness throughout the project
Conduct various inspections and quality control checks such as Incoming goods, Quality gate and Customer Walkdown to ensure compliance with project standards and specifications
Assist in managing necessary documentation for handover to the customer and BOP contractor
Build and maintain a positive relationship with the customer's BOP contractor to facilitate smooth project execution
Actively manage UPVISE Daily Progress Reports, providing live updates on supervised activities

What we offer

Basic Life and AD&D
Dependent Life
Optional Life & Spousal Optional Life
Optional AD&D
Weekly Indemnity
Long Term Disability
Extended Health Care
Dental Care
RRSP Match - up to $5k based upon what you contribute
Up to 5% bonus

Fulltime

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Protection Insurance Adviser

Job Description

Job Responsibility

Requirements

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