Focus Search and Selection
Solihull, West Midlands
Underwriter Our client is a fortune 500 company and a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. They seek to deliver innovative products and responsive customer service so that they can be a market leader, and are committed to building strong, long-lasting relationships and value their ability to provide customers with local knowledge and a physical presence in their local regions What We're Looking For We are looking for an experienced underwriter, who will be responsible for underwriting new business cases within Financial Lines, building trading relationships and managing their own workflow. What You'll Be Doing Provide and maintain a good level of underwriting, demonstrate a detailed knowledge of company guidelines, products, and authority levels. Review broker generated submissions and quotes and encourage broker to place the business with Markel by highlighting our product benefits and negotiating terms. Maintain new and existing broker relationship through regular development meetings in conjunction with the Head of Broker Connect and Business Development Managers. Handle workflow from enquiry receipt to outcome through the Markel workflow platforms. Qualities You'll Possess Have previous experience underwriting or broking Professional Indemnity and Commercial Combined underwriting and/or underwriting portfolios and binders. Ability to prioritise and de-prioritise work based on broker relationship and product profitability. Good communication skills and past experience with dealing with clients by email and telephone. Have previous experience with proactively managing own workflow. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.
Dec 19, 2022
Full time
Underwriter Our client is a fortune 500 company and a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. They seek to deliver innovative products and responsive customer service so that they can be a market leader, and are committed to building strong, long-lasting relationships and value their ability to provide customers with local knowledge and a physical presence in their local regions What We're Looking For We are looking for an experienced underwriter, who will be responsible for underwriting new business cases within Financial Lines, building trading relationships and managing their own workflow. What You'll Be Doing Provide and maintain a good level of underwriting, demonstrate a detailed knowledge of company guidelines, products, and authority levels. Review broker generated submissions and quotes and encourage broker to place the business with Markel by highlighting our product benefits and negotiating terms. Maintain new and existing broker relationship through regular development meetings in conjunction with the Head of Broker Connect and Business Development Managers. Handle workflow from enquiry receipt to outcome through the Markel workflow platforms. Qualities You'll Possess Have previous experience underwriting or broking Professional Indemnity and Commercial Combined underwriting and/or underwriting portfolios and binders. Ability to prioritise and de-prioritise work based on broker relationship and product profitability. Good communication skills and past experience with dealing with clients by email and telephone. Have previous experience with proactively managing own workflow. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.
Underwriter Our client is a fortune 500 company and a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. They seek to deliver innovative products and responsive customer service so that they can be a market leader, and are committed to building strong, long-lasting relationships and value their ability to provide customers with local knowledge and a physical presence in their local regions What We're Looking For We are looking for an experienced underwriter, who will be responsible for underwriting new business cases within Financial Lines, building trading relationships and managing their own workflow. What You'll Be Doing Provide and maintain a good level of underwriting, demonstrate a detailed knowledge of company guidelines, products, and authority levels. Review broker generated submissions and quotes and encourage broker to place the business with Markel by highlighting our product benefits and negotiating terms. Maintain new and existing broker relationship through regular development meetings in conjunction with the Head of Broker Connect and Business Development Managers. Handle workflow from enquiry receipt to outcome through the Markel workflow platforms. Qualities You'll Possess Have previous experience underwriting or broking Professional Indemnity and Commercial Combined underwriting and/or underwriting portfolios and binders. Ability to prioritise and de-prioritise work based on broker relationship and product profitability. Good communication skills and past experience with dealing with clients by email and telephone. Have previous experience with proactively managing own workflow. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.
Dec 19, 2022
Full time
Underwriter Our client is a fortune 500 company and a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. They seek to deliver innovative products and responsive customer service so that they can be a market leader, and are committed to building strong, long-lasting relationships and value their ability to provide customers with local knowledge and a physical presence in their local regions What We're Looking For We are looking for an experienced underwriter, who will be responsible for underwriting new business cases within Financial Lines, building trading relationships and managing their own workflow. What You'll Be Doing Provide and maintain a good level of underwriting, demonstrate a detailed knowledge of company guidelines, products, and authority levels. Review broker generated submissions and quotes and encourage broker to place the business with Markel by highlighting our product benefits and negotiating terms. Maintain new and existing broker relationship through regular development meetings in conjunction with the Head of Broker Connect and Business Development Managers. Handle workflow from enquiry receipt to outcome through the Markel workflow platforms. Qualities You'll Possess Have previous experience underwriting or broking Professional Indemnity and Commercial Combined underwriting and/or underwriting portfolios and binders. Ability to prioritise and de-prioritise work based on broker relationship and product profitability. Good communication skills and past experience with dealing with clients by email and telephone. Have previous experience with proactively managing own workflow. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.
Underwriter Our client is a fortune 500 company and a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. They seek to deliver innovative products and responsive customer service so that they can be a market leader, and are committed to building strong, long-lasting relationships and value their ability to provide customers with local knowledge and a physical presence in their local regions What We're Looking For We are looking for an experienced underwriter, who will be responsible for underwriting new business cases within Financial Lines, building trading relationships and managing their own workflow. What You'll Be Doing Provide and maintain a good level of underwriting, demonstrate a detailed knowledge of company guidelines, products, and authority levels. Review broker generated submissions and quotes and encourage broker to place the business with Markel by highlighting our product benefits and negotiating terms. Maintain new and existing broker relationship through regular development meetings in conjunction with the Head of Broker Connect and Business Development Managers. Handle workflow from enquiry receipt to outcome through the Markel workflow platforms. Qualities You'll Possess Have previous experience underwriting or broking Professional Indemnity and Commercial Combined underwriting and/or underwriting portfolios and binders. Ability to prioritise and de-prioritise work based on broker relationship and product profitability. Good communication skills and past experience with dealing with clients by email and telephone. Have previous experience with proactively managing own workflow. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.
Dec 19, 2022
Full time
Underwriter Our client is a fortune 500 company and a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. They seek to deliver innovative products and responsive customer service so that they can be a market leader, and are committed to building strong, long-lasting relationships and value their ability to provide customers with local knowledge and a physical presence in their local regions What We're Looking For We are looking for an experienced underwriter, who will be responsible for underwriting new business cases within Financial Lines, building trading relationships and managing their own workflow. What You'll Be Doing Provide and maintain a good level of underwriting, demonstrate a detailed knowledge of company guidelines, products, and authority levels. Review broker generated submissions and quotes and encourage broker to place the business with Markel by highlighting our product benefits and negotiating terms. Maintain new and existing broker relationship through regular development meetings in conjunction with the Head of Broker Connect and Business Development Managers. Handle workflow from enquiry receipt to outcome through the Markel workflow platforms. Qualities You'll Possess Have previous experience underwriting or broking Professional Indemnity and Commercial Combined underwriting and/or underwriting portfolios and binders. Ability to prioritise and de-prioritise work based on broker relationship and product profitability. Good communication skills and past experience with dealing with clients by email and telephone. Have previous experience with proactively managing own workflow. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.
Focus Search and Selection
Tamworth, Staffordshire
Underwriter Our client is a fortune 500 company and a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. They seek to deliver innovative products and responsive customer service so that they can be a market leader, and are committed to building strong, long-lasting relationships and value their ability to provide customers with local knowledge and a physical presence in their local regions What We're Looking For We are looking for an experienced underwriter, who will be responsible for underwriting new business cases within Financial Lines, building trading relationships and managing their own workflow. What You'll Be Doing Provide and maintain a good level of underwriting, demonstrate a detailed knowledge of company guidelines, products, and authority levels. Review broker generated submissions and quotes and encourage broker to place the business with Markel by highlighting our product benefits and negotiating terms. Maintain new and existing broker relationship through regular development meetings in conjunction with the Head of Broker Connect and Business Development Managers. Handle workflow from enquiry receipt to outcome through the Markel workflow platforms. Qualities You'll Possess Have previous experience underwriting or broking Professional Indemnity and Commercial Combined underwriting and/or underwriting portfolios and binders. Ability to prioritise and de-prioritise work based on broker relationship and product profitability. Good communication skills and past experience with dealing with clients by email and telephone. Have previous experience with proactively managing own workflow. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.
Dec 19, 2022
Full time
Underwriter Our client is a fortune 500 company and a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. They seek to deliver innovative products and responsive customer service so that they can be a market leader, and are committed to building strong, long-lasting relationships and value their ability to provide customers with local knowledge and a physical presence in their local regions What We're Looking For We are looking for an experienced underwriter, who will be responsible for underwriting new business cases within Financial Lines, building trading relationships and managing their own workflow. What You'll Be Doing Provide and maintain a good level of underwriting, demonstrate a detailed knowledge of company guidelines, products, and authority levels. Review broker generated submissions and quotes and encourage broker to place the business with Markel by highlighting our product benefits and negotiating terms. Maintain new and existing broker relationship through regular development meetings in conjunction with the Head of Broker Connect and Business Development Managers. Handle workflow from enquiry receipt to outcome through the Markel workflow platforms. Qualities You'll Possess Have previous experience underwriting or broking Professional Indemnity and Commercial Combined underwriting and/or underwriting portfolios and binders. Ability to prioritise and de-prioritise work based on broker relationship and product profitability. Good communication skills and past experience with dealing with clients by email and telephone. Have previous experience with proactively managing own workflow. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.
Underwriter Our client is a fortune 500 company and a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. They seek to deliver innovative products and responsive customer service so that they can be a market leader, and are committed to building strong, long-lasting relationships and value their ability to provide customers with local knowledge and a physical presence in their local regions What We're Looking For We are looking for an experienced underwriter, who will be responsible for underwriting new business cases within Financial Lines, building trading relationships and managing their own workflow. What You'll Be Doing Provide and maintain a good level of underwriting, demonstrate a detailed knowledge of company guidelines, products, and authority levels. Review broker generated submissions and quotes and encourage broker to place the business with Markel by highlighting our product benefits and negotiating terms. Maintain new and existing broker relationship through regular development meetings in conjunction with the Head of Broker Connect and Business Development Managers. Handle workflow from enquiry receipt to outcome through the Markel workflow platforms. Qualities You'll Possess Have previous experience underwriting or broking Professional Indemnity and Commercial Combined underwriting and/or underwriting portfolios and binders. Ability to prioritise and de-prioritise work based on broker relationship and product profitability. Good communication skills and past experience with dealing with clients by email and telephone. Have previous experience with proactively managing own workflow. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.
Dec 19, 2022
Full time
Underwriter Our client is a fortune 500 company and a holding company for insurance, reinsurance, specialist advisory and investment operations around the world. They seek to deliver innovative products and responsive customer service so that they can be a market leader, and are committed to building strong, long-lasting relationships and value their ability to provide customers with local knowledge and a physical presence in their local regions What We're Looking For We are looking for an experienced underwriter, who will be responsible for underwriting new business cases within Financial Lines, building trading relationships and managing their own workflow. What You'll Be Doing Provide and maintain a good level of underwriting, demonstrate a detailed knowledge of company guidelines, products, and authority levels. Review broker generated submissions and quotes and encourage broker to place the business with Markel by highlighting our product benefits and negotiating terms. Maintain new and existing broker relationship through regular development meetings in conjunction with the Head of Broker Connect and Business Development Managers. Handle workflow from enquiry receipt to outcome through the Markel workflow platforms. Qualities You'll Possess Have previous experience underwriting or broking Professional Indemnity and Commercial Combined underwriting and/or underwriting portfolios and binders. Ability to prioritise and de-prioritise work based on broker relationship and product profitability. Good communication skills and past experience with dealing with clients by email and telephone. Have previous experience with proactively managing own workflow. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.
Your role as a Buy to Let Officer is to work with blended portfolios comprising of both performing and non-performing Buy To Let loans. Your day to day tasks would range from checking that newly originated loans have been loaded on to the system correctly, primary servicing throughout the lifetime of the loans, and where necessary, proactively managing Buy to Let mortgage accounts that are in arrears by ensuring collection and litigation activities are carried out in accordance with regulations. The role will also entail undertaking redemptions for borrowers, on both single loans and also cross collateralised portfolios. On a day to day basis you will communicate with customers primarily by receiving incoming and making outgoing calls to understand each borrower's individual circumstances and discuss options to find the best outcome for the customer. You will analyse customer documentation to ascertain potential solutions for the customer and respond appropriately. Within your role, you would manage your own portfolio of loans from end of end, some of which are performing and some of which are not. With the performing loans, your main focus is on customer retention and relationship management. With the non-performing loans, your goal is to either bring the loan back to a performing status, or to establish the most suitable enforcement strategy for both the customer and the client. Treating customers fairly is at the forefront of all customer contact and regular assessment and monitoring is completed to ensure the customer is treated in line with these principles and that any arrangement plans that are set up are appropriate and affordable. Accountabilities and main responsibilities • Ensure the Teams Service Levels are met and be a contributor to that achievement • Ensure all standards are achieved in line with client expectations of quality, productivity and performance • Contribute to identification of improvement opportunities be influential in the finding continuous improvement possibilities to enhance our service to our customers and clients • Assist with projects as defined by the Team Leader by meeting agreed deadlines and achieving specific objectives. • Report any breaches to the Line Manager Qualifications and skills Essential: • Excellent communicator at all levels- both verbal and written • Ability to work as an effective team member - be co-operative, support others and deliver what you promise • Comfortable working to tight deadlines, be adaptable and flexible within the role • A desire to learn and take on new systems and concepts quickly as well as critically evaluating where appropriate • Reasoning and Mathematical skills - in order to calculate affordability and assess circumstances • Attention to Detail - Recording of information must be accurate, factual and professional Personal attributes: • Negotiator and Influencer - to be able to encourage open dialogue with the customer to gain trust and understanding of what a good resolution • Empathetic manner - be able to confidently deal with difficult conversations whilst showing empathy and dealing sensitively, but appropriately • Comfortable working within an FCA regulated environment working to the applicable rules and regulation. We offer progression in line with performance, enabling you to grow as the business grows as well. If you have been looking to move in property finance administration or want to work for a truly cohesive and friendly team then we welcome your application. Our people are our greatest asset and we'd very much welcome the opportunity to speak with you. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Dec 13, 2022
Full time
Your role as a Buy to Let Officer is to work with blended portfolios comprising of both performing and non-performing Buy To Let loans. Your day to day tasks would range from checking that newly originated loans have been loaded on to the system correctly, primary servicing throughout the lifetime of the loans, and where necessary, proactively managing Buy to Let mortgage accounts that are in arrears by ensuring collection and litigation activities are carried out in accordance with regulations. The role will also entail undertaking redemptions for borrowers, on both single loans and also cross collateralised portfolios. On a day to day basis you will communicate with customers primarily by receiving incoming and making outgoing calls to understand each borrower's individual circumstances and discuss options to find the best outcome for the customer. You will analyse customer documentation to ascertain potential solutions for the customer and respond appropriately. Within your role, you would manage your own portfolio of loans from end of end, some of which are performing and some of which are not. With the performing loans, your main focus is on customer retention and relationship management. With the non-performing loans, your goal is to either bring the loan back to a performing status, or to establish the most suitable enforcement strategy for both the customer and the client. Treating customers fairly is at the forefront of all customer contact and regular assessment and monitoring is completed to ensure the customer is treated in line with these principles and that any arrangement plans that are set up are appropriate and affordable. Accountabilities and main responsibilities • Ensure the Teams Service Levels are met and be a contributor to that achievement • Ensure all standards are achieved in line with client expectations of quality, productivity and performance • Contribute to identification of improvement opportunities be influential in the finding continuous improvement possibilities to enhance our service to our customers and clients • Assist with projects as defined by the Team Leader by meeting agreed deadlines and achieving specific objectives. • Report any breaches to the Line Manager Qualifications and skills Essential: • Excellent communicator at all levels- both verbal and written • Ability to work as an effective team member - be co-operative, support others and deliver what you promise • Comfortable working to tight deadlines, be adaptable and flexible within the role • A desire to learn and take on new systems and concepts quickly as well as critically evaluating where appropriate • Reasoning and Mathematical skills - in order to calculate affordability and assess circumstances • Attention to Detail - Recording of information must be accurate, factual and professional Personal attributes: • Negotiator and Influencer - to be able to encourage open dialogue with the customer to gain trust and understanding of what a good resolution • Empathetic manner - be able to confidently deal with difficult conversations whilst showing empathy and dealing sensitively, but appropriately • Comfortable working within an FCA regulated environment working to the applicable rules and regulation. We offer progression in line with performance, enabling you to grow as the business grows as well. If you have been looking to move in property finance administration or want to work for a truly cohesive and friendly team then we welcome your application. Our people are our greatest asset and we'd very much welcome the opportunity to speak with you. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Your role as a Buy to Let Officer is to work with blended portfolios comprising of both performing and non-performing Buy To Let loans. Your day to day tasks would range from checking that newly originated loans have been loaded on to the system correctly, primary servicing throughout the lifetime of the loans, and where necessary, proactively managing Buy to Let mortgage accounts that are in arrears by ensuring collection and litigation activities are carried out in accordance with regulations. The role will also entail undertaking redemptions for borrowers, on both single loans and also cross collateralised portfolios. On a day to day basis you will communicate with customers primarily by receiving incoming and making outgoing calls to understand each borrower's individual circumstances and discuss options to find the best outcome for the customer. You will analyse customer documentation to ascertain potential solutions for the customer and respond appropriately. Within your role, you would manage your own portfolio of loans from end of end, some of which are performing and some of which are not. With the performing loans, your main focus is on customer retention and relationship management. With the non-performing loans, your goal is to either bring the loan back to a performing status, or to establish the most suitable enforcement strategy for both the customer and the client. Treating customers fairly is at the forefront of all customer contact and regular assessment and monitoring is completed to ensure the customer is treated in line with these principles and that any arrangement plans that are set up are appropriate and affordable. Accountabilities and main responsibilities • Ensure the Teams Service Levels are met and be a contributor to that achievement • Ensure all standards are achieved in line with client expectations of quality, productivity and performance • Contribute to identification of improvement opportunities be influential in the finding continuous improvement possibilities to enhance our service to our customers and clients • Assist with projects as defined by the Team Leader by meeting agreed deadlines and achieving specific objectives. • Report any breaches to the Line Manager Qualifications and skills Essential: • Excellent communicator at all levels- both verbal and written • Ability to work as an effective team member - be co-operative, support others and deliver what you promise • Comfortable working to tight deadlines, be adaptable and flexible within the role • A desire to learn and take on new systems and concepts quickly as well as critically evaluating where appropriate • Reasoning and Mathematical skills - in order to calculate affordability and assess circumstances • Attention to Detail - Recording of information must be accurate, factual and professional Personal attributes: • Negotiator and Influencer - to be able to encourage open dialogue with the customer to gain trust and understanding of what a good resolution • Empathetic manner - be able to confidently deal with difficult conversations whilst showing empathy and dealing sensitively, but appropriately • Comfortable working within an FCA regulated environment working to the applicable rules and regulation. We offer progression in line with performance, enabling you to grow as the business grows as well. If you have been looking to move in property finance administration or want to work for a truly cohesive and friendly team then we welcome your application. Our people are our greatest asset and we'd very much welcome the opportunity to speak with you. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Dec 12, 2022
Full time
Your role as a Buy to Let Officer is to work with blended portfolios comprising of both performing and non-performing Buy To Let loans. Your day to day tasks would range from checking that newly originated loans have been loaded on to the system correctly, primary servicing throughout the lifetime of the loans, and where necessary, proactively managing Buy to Let mortgage accounts that are in arrears by ensuring collection and litigation activities are carried out in accordance with regulations. The role will also entail undertaking redemptions for borrowers, on both single loans and also cross collateralised portfolios. On a day to day basis you will communicate with customers primarily by receiving incoming and making outgoing calls to understand each borrower's individual circumstances and discuss options to find the best outcome for the customer. You will analyse customer documentation to ascertain potential solutions for the customer and respond appropriately. Within your role, you would manage your own portfolio of loans from end of end, some of which are performing and some of which are not. With the performing loans, your main focus is on customer retention and relationship management. With the non-performing loans, your goal is to either bring the loan back to a performing status, or to establish the most suitable enforcement strategy for both the customer and the client. Treating customers fairly is at the forefront of all customer contact and regular assessment and monitoring is completed to ensure the customer is treated in line with these principles and that any arrangement plans that are set up are appropriate and affordable. Accountabilities and main responsibilities • Ensure the Teams Service Levels are met and be a contributor to that achievement • Ensure all standards are achieved in line with client expectations of quality, productivity and performance • Contribute to identification of improvement opportunities be influential in the finding continuous improvement possibilities to enhance our service to our customers and clients • Assist with projects as defined by the Team Leader by meeting agreed deadlines and achieving specific objectives. • Report any breaches to the Line Manager Qualifications and skills Essential: • Excellent communicator at all levels- both verbal and written • Ability to work as an effective team member - be co-operative, support others and deliver what you promise • Comfortable working to tight deadlines, be adaptable and flexible within the role • A desire to learn and take on new systems and concepts quickly as well as critically evaluating where appropriate • Reasoning and Mathematical skills - in order to calculate affordability and assess circumstances • Attention to Detail - Recording of information must be accurate, factual and professional Personal attributes: • Negotiator and Influencer - to be able to encourage open dialogue with the customer to gain trust and understanding of what a good resolution • Empathetic manner - be able to confidently deal with difficult conversations whilst showing empathy and dealing sensitively, but appropriately • Comfortable working within an FCA regulated environment working to the applicable rules and regulation. We offer progression in line with performance, enabling you to grow as the business grows as well. If you have been looking to move in property finance administration or want to work for a truly cohesive and friendly team then we welcome your application. Our people are our greatest asset and we'd very much welcome the opportunity to speak with you. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Your role as a Buy to Let Officer is to work with blended portfolios comprising of both performing and non-performing Buy To Let loans. Your day to day tasks would range from checking that newly originated loans have been loaded on to the system correctly, primary servicing throughout the lifetime of the loans, and where necessary, proactively managing Buy to Let mortgage accounts that are in arrears by ensuring collection and litigation activities are carried out in accordance with regulations. The role will also entail undertaking redemptions for borrowers, on both single loans and also cross collateralised portfolios. On a day to day basis you will communicate with customers primarily by receiving incoming and making outgoing calls to understand each borrower's individual circumstances and discuss options to find the best outcome for the customer. You will analyse customer documentation to ascertain potential solutions for the customer and respond appropriately. Within your role, you would manage your own portfolio of loans from end of end, some of which are performing and some of which are not. With the performing loans, your main focus is on customer retention and relationship management. With the non-performing loans, your goal is to either bring the loan back to a performing status, or to establish the most suitable enforcement strategy for both the customer and the client. Treating customers fairly is at the forefront of all customer contact and regular assessment and monitoring is completed to ensure the customer is treated in line with these principles and that any arrangement plans that are set up are appropriate and affordable. Accountabilities and main responsibilities • Ensure the Teams Service Levels are met and be a contributor to that achievement • Ensure all standards are achieved in line with client expectations of quality, productivity and performance • Contribute to identification of improvement opportunities be influential in the finding continuous improvement possibilities to enhance our service to our customers and clients • Assist with projects as defined by the Team Leader by meeting agreed deadlines and achieving specific objectives. • Report any breaches to the Line Manager Qualifications and skills Essential: • Excellent communicator at all levels- both verbal and written • Ability to work as an effective team member - be co-operative, support others and deliver what you promise • Comfortable working to tight deadlines, be adaptable and flexible within the role • A desire to learn and take on new systems and concepts quickly as well as critically evaluating where appropriate • Reasoning and Mathematical skills - in order to calculate affordability and assess circumstances • Attention to Detail - Recording of information must be accurate, factual and professional Personal attributes: • Negotiator and Influencer - to be able to encourage open dialogue with the customer to gain trust and understanding of what a good resolution • Empathetic manner - be able to confidently deal with difficult conversations whilst showing empathy and dealing sensitively, but appropriately • Comfortable working within an FCA regulated environment working to the applicable rules and regulation. We offer progression in line with performance, enabling you to grow as the business grows as well. If you have been looking to move in property finance administration or want to work for a truly cohesive and friendly team then we welcome your application. Our people are our greatest asset and we'd very much welcome the opportunity to speak with you. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Dec 12, 2022
Full time
Your role as a Buy to Let Officer is to work with blended portfolios comprising of both performing and non-performing Buy To Let loans. Your day to day tasks would range from checking that newly originated loans have been loaded on to the system correctly, primary servicing throughout the lifetime of the loans, and where necessary, proactively managing Buy to Let mortgage accounts that are in arrears by ensuring collection and litigation activities are carried out in accordance with regulations. The role will also entail undertaking redemptions for borrowers, on both single loans and also cross collateralised portfolios. On a day to day basis you will communicate with customers primarily by receiving incoming and making outgoing calls to understand each borrower's individual circumstances and discuss options to find the best outcome for the customer. You will analyse customer documentation to ascertain potential solutions for the customer and respond appropriately. Within your role, you would manage your own portfolio of loans from end of end, some of which are performing and some of which are not. With the performing loans, your main focus is on customer retention and relationship management. With the non-performing loans, your goal is to either bring the loan back to a performing status, or to establish the most suitable enforcement strategy for both the customer and the client. Treating customers fairly is at the forefront of all customer contact and regular assessment and monitoring is completed to ensure the customer is treated in line with these principles and that any arrangement plans that are set up are appropriate and affordable. Accountabilities and main responsibilities • Ensure the Teams Service Levels are met and be a contributor to that achievement • Ensure all standards are achieved in line with client expectations of quality, productivity and performance • Contribute to identification of improvement opportunities be influential in the finding continuous improvement possibilities to enhance our service to our customers and clients • Assist with projects as defined by the Team Leader by meeting agreed deadlines and achieving specific objectives. • Report any breaches to the Line Manager Qualifications and skills Essential: • Excellent communicator at all levels- both verbal and written • Ability to work as an effective team member - be co-operative, support others and deliver what you promise • Comfortable working to tight deadlines, be adaptable and flexible within the role • A desire to learn and take on new systems and concepts quickly as well as critically evaluating where appropriate • Reasoning and Mathematical skills - in order to calculate affordability and assess circumstances • Attention to Detail - Recording of information must be accurate, factual and professional Personal attributes: • Negotiator and Influencer - to be able to encourage open dialogue with the customer to gain trust and understanding of what a good resolution • Empathetic manner - be able to confidently deal with difficult conversations whilst showing empathy and dealing sensitively, but appropriately • Comfortable working within an FCA regulated environment working to the applicable rules and regulation. We offer progression in line with performance, enabling you to grow as the business grows as well. If you have been looking to move in property finance administration or want to work for a truly cohesive and friendly team then we welcome your application. Our people are our greatest asset and we'd very much welcome the opportunity to speak with you. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Focus Search and Selection
Bury St. Edmunds, Suffolk
Senior Consultant Reports to: R&D Tax Director Role Responsibilities Claims To manage a varied portfolio of claims which includes: Forecasting and maximising submissions CRM management Delegation of work Timely communication with the Tax Manager for resource management. To review claims prepared by colleagues and to draft claims where necessary. To draft/review smaller claims to the stage where they require minimal to no changes from technical review. To support other Technical Associates and Assistant Managers to balance workloads. Meetings To manage and lead meetings of Tier 3 and below. Management To mentor Tax Trainees and raise their successes and development points to their line managers. To develop people management skills through the mentor role. Examples include (but are not limited to): Development: Target setting and working with your mentee to develop their skills e.g. by evaluating review comments to identify strengths and development areas. Communication : Actively listening to and clearly explaining plans. Adaptability: Understanding how your mentee prefers to work and modifying your style. Trust : Working out how to minimise micro-management. Problem solving: Proactively addressing any performance concerns. Motivation: Learning how to explain the reasoning behind tasks to encourage your mentee. Positivity: Acting as a team player and leading by example. Accountability: For your work and your mentee's development. Operations To ensure processes are adhered to per the Operations Manual. To ensure KPIs are met. To participate in the wider administration of the department and office including answering the telephone within the prescribed time laid down by the company. To provide admin and technical support to sales, marketing and the wider franchisee network. Any other requirements as specified by your line manager or the company. Requirements ATT qualified, or equivalent experience at director discretion. A minimum of two years of corporate tax experience. Good business English - written and verbal. Good client communication skills. Good Excel capability. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Dec 03, 2022
Full time
Senior Consultant Reports to: R&D Tax Director Role Responsibilities Claims To manage a varied portfolio of claims which includes: Forecasting and maximising submissions CRM management Delegation of work Timely communication with the Tax Manager for resource management. To review claims prepared by colleagues and to draft claims where necessary. To draft/review smaller claims to the stage where they require minimal to no changes from technical review. To support other Technical Associates and Assistant Managers to balance workloads. Meetings To manage and lead meetings of Tier 3 and below. Management To mentor Tax Trainees and raise their successes and development points to their line managers. To develop people management skills through the mentor role. Examples include (but are not limited to): Development: Target setting and working with your mentee to develop their skills e.g. by evaluating review comments to identify strengths and development areas. Communication : Actively listening to and clearly explaining plans. Adaptability: Understanding how your mentee prefers to work and modifying your style. Trust : Working out how to minimise micro-management. Problem solving: Proactively addressing any performance concerns. Motivation: Learning how to explain the reasoning behind tasks to encourage your mentee. Positivity: Acting as a team player and leading by example. Accountability: For your work and your mentee's development. Operations To ensure processes are adhered to per the Operations Manual. To ensure KPIs are met. To participate in the wider administration of the department and office including answering the telephone within the prescribed time laid down by the company. To provide admin and technical support to sales, marketing and the wider franchisee network. Any other requirements as specified by your line manager or the company. Requirements ATT qualified, or equivalent experience at director discretion. A minimum of two years of corporate tax experience. Good business English - written and verbal. Good client communication skills. Good Excel capability. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
R&D Assistant Manager Reports to: R&D Senior Tax Manager Role Responsibilities Claims To manage a portfolio of complex claims, which includes: Forecasting CRM management Delegation of work To maximise efficiency of submissions Timely communication with the Tax Manager for resource management. To review claims prepared by colleagues and to draft claims where necessary. To draft/review larger claims to the stage where they require minimal to no changes from technical review. To support other Technical Associates and Assistant Managers to balance workloads. To sign off simple claims (based on fee Meetings To manage and lead technical meetings of Tier 4 and below. To liaise with HMRC on technical matters and assist with HMRC enquiries. Management To ensure processes are adhered to per the Operations Manual. To mentor Tax Consultants and Senior Consultants and raise successes and development points to Tax Manager. To further develop people management skills through mentor role. Operations To ensure processes and KPIs are adhered to per the Operations Manual. To support the business with the recruitment process. To identify areas for efficiency and operational improvements. To proactively maintain awareness of relevant legislative changes. To deputise for the Tax Manager/Tax Director where needed. To provide technical support to the wider company, franchisees, referrers, professional referrers, clients and their advisors. Any other requirements as specified by your line manager or the company. Requirements CTA qualified, or equivalent experience at director discretion. A minimum of four years corporate tax experience. Proven competency at reviewing small R&D claims with minimal to no changes required from technical review. Excellent business English - written and verbal. Excellent diplomatic client communication skills. Strong Excel capability including manipulating large and complex datasets. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Dec 02, 2022
Full time
R&D Assistant Manager Reports to: R&D Senior Tax Manager Role Responsibilities Claims To manage a portfolio of complex claims, which includes: Forecasting CRM management Delegation of work To maximise efficiency of submissions Timely communication with the Tax Manager for resource management. To review claims prepared by colleagues and to draft claims where necessary. To draft/review larger claims to the stage where they require minimal to no changes from technical review. To support other Technical Associates and Assistant Managers to balance workloads. To sign off simple claims (based on fee Meetings To manage and lead technical meetings of Tier 4 and below. To liaise with HMRC on technical matters and assist with HMRC enquiries. Management To ensure processes are adhered to per the Operations Manual. To mentor Tax Consultants and Senior Consultants and raise successes and development points to Tax Manager. To further develop people management skills through mentor role. Operations To ensure processes and KPIs are adhered to per the Operations Manual. To support the business with the recruitment process. To identify areas for efficiency and operational improvements. To proactively maintain awareness of relevant legislative changes. To deputise for the Tax Manager/Tax Director where needed. To provide technical support to the wider company, franchisees, referrers, professional referrers, clients and their advisors. Any other requirements as specified by your line manager or the company. Requirements CTA qualified, or equivalent experience at director discretion. A minimum of four years corporate tax experience. Proven competency at reviewing small R&D claims with minimal to no changes required from technical review. Excellent business English - written and verbal. Excellent diplomatic client communication skills. Strong Excel capability including manipulating large and complex datasets. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
R&D Tax Consultant Our client is a market leading & focused expert providing integrated insurance, tax and law services that deliver exceptional results when it matters most. About the role The aim of the Consultant role is to provide two key functions, the first is to manage and develop a portfolio of accountants, working with them to identify and act upon areas of opportunity for our products. The second part of the role involves working with the businesses identified to help them make a claim for the relevant tax relief. Duties and accountabilities Reporting to a Tax Manager, the role will involve: Managing a wide and varied UK based client and accountancy practice portfolio. Actively developing new relationships with UK-wide accountancy firms and maintaining existing relationships. Identifying relevant clients from accountants who may benefit from our services. Presenting to accountants, clients and other suitable audiences. Attending client meetings and documenting the R&D undertaken in the relevant financial period. Documenting and analysing client R&D expenditure. Technical skills / Knowledge / Experience You are a finanacial expert and have strong experience within accountancy, tax and R&D products and/or landscape. The role involves face-to-face meetings with both accountants and clients so the applicant should have client facing experience and the ability to discuss potentially complex tax matters in a simple way. The successful candidate will have a willingness to work across the country covering different areas - it is not expected that the role will involve just one particular region or area (eg'thenorth' or Wales). Due to the role involving the preparation of detailed technical reports, outstanding written English skills and strong numerical competence are essential. Examples of prior report writing experience essential. The successful candidate will: Demonstrate commitment to the organisation, team and role Maintain a high standard of professionalism at all times Build and maintain relationships with colleagues Focus on personal development and maintaining levels of knowledge and expertise Be an efficient and effective team member and participate fully to achieve team goals Be able to network internally and externally to acquire and implement knowledge Continuously seek improvement to achieve higher levels of efficiency, customer service and effectiveness. Think laterally. Recognise the importance of order and clarity in the workplace and the presentation of work Possess the initiative to work independently and have the confidence to take responsibility for decisions If you feel that you would be a good fit for the position with the relevant experience then do apply. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Dec 02, 2022
Full time
R&D Tax Consultant Our client is a market leading & focused expert providing integrated insurance, tax and law services that deliver exceptional results when it matters most. About the role The aim of the Consultant role is to provide two key functions, the first is to manage and develop a portfolio of accountants, working with them to identify and act upon areas of opportunity for our products. The second part of the role involves working with the businesses identified to help them make a claim for the relevant tax relief. Duties and accountabilities Reporting to a Tax Manager, the role will involve: Managing a wide and varied UK based client and accountancy practice portfolio. Actively developing new relationships with UK-wide accountancy firms and maintaining existing relationships. Identifying relevant clients from accountants who may benefit from our services. Presenting to accountants, clients and other suitable audiences. Attending client meetings and documenting the R&D undertaken in the relevant financial period. Documenting and analysing client R&D expenditure. Technical skills / Knowledge / Experience You are a finanacial expert and have strong experience within accountancy, tax and R&D products and/or landscape. The role involves face-to-face meetings with both accountants and clients so the applicant should have client facing experience and the ability to discuss potentially complex tax matters in a simple way. The successful candidate will have a willingness to work across the country covering different areas - it is not expected that the role will involve just one particular region or area (eg'thenorth' or Wales). Due to the role involving the preparation of detailed technical reports, outstanding written English skills and strong numerical competence are essential. Examples of prior report writing experience essential. The successful candidate will: Demonstrate commitment to the organisation, team and role Maintain a high standard of professionalism at all times Build and maintain relationships with colleagues Focus on personal development and maintaining levels of knowledge and expertise Be an efficient and effective team member and participate fully to achieve team goals Be able to network internally and externally to acquire and implement knowledge Continuously seek improvement to achieve higher levels of efficiency, customer service and effectiveness. Think laterally. Recognise the importance of order and clarity in the workplace and the presentation of work Possess the initiative to work independently and have the confidence to take responsibility for decisions If you feel that you would be a good fit for the position with the relevant experience then do apply. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
R&D Tax Manager Reports to: R&D Senior Tax Manager Role Responsibilities Claims To project manage large or complex claims where necessary. To review all sizes of R&D claims and to draft claims where necessary. To sign off small, medium and large claims. To work with Senior Managers and Technical Directors to review extremely large or complex claims. Meetings To manage and attend technical meetings of Tier 4 and below. To project manage HMRC enquiries. Management To be responsible for the overall line management of the Tax Trainees. To supplement the mentor relationship between the Technical Associates/Assistant Managers and the Tax Trainees. To effectively communicate with the Technical Associates to understand resource requirements. To manage the allocation of work and capacity of Tax Trainees. Operations To ensure processes are adhered to per the Operations Manual. To support the running of the AML review process. To assist the Senior Tax Manager in preparation and delivery of training to technical staff, the wider company, franchisees, referrers, professional referrers etc. To support the management of WIP, invoicing process and debtors. To identify areas for efficiency and operational improvements and support the Senior Tax Manager to implement changes. To proactively maintain awareness of relevant legislative changes, evaluate the impact on R&D claims and support the Senior Tax Manager to implement changes. To deputise for Senior Tax Manager. To support the running of the Employee Forum. To support the business with the recruitment process. To provide admin and technical support to sales, marketing and the wider franchisee network. To support the sales and marketing efforts of the business, including assisting with writing articles and presenting at events. To support the company with new business opportunities including leading V1 calls. Any other requirements as specified by your line manager or the company. Requirements CTA qualified or equivalent chartered qualification. A minimum of two years post qualification corporate tax experience Proven competency at reviewing medium sized R&D claims. Proven ability to read and interpret existing and new tax statute. Proven ability to manage people. Excellent diplomatic client relationship management skills. Excellent business English - written and verbal. Strong Excel capability including manipulating large and complex datasets. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Dec 02, 2022
Full time
R&D Tax Manager Reports to: R&D Senior Tax Manager Role Responsibilities Claims To project manage large or complex claims where necessary. To review all sizes of R&D claims and to draft claims where necessary. To sign off small, medium and large claims. To work with Senior Managers and Technical Directors to review extremely large or complex claims. Meetings To manage and attend technical meetings of Tier 4 and below. To project manage HMRC enquiries. Management To be responsible for the overall line management of the Tax Trainees. To supplement the mentor relationship between the Technical Associates/Assistant Managers and the Tax Trainees. To effectively communicate with the Technical Associates to understand resource requirements. To manage the allocation of work and capacity of Tax Trainees. Operations To ensure processes are adhered to per the Operations Manual. To support the running of the AML review process. To assist the Senior Tax Manager in preparation and delivery of training to technical staff, the wider company, franchisees, referrers, professional referrers etc. To support the management of WIP, invoicing process and debtors. To identify areas for efficiency and operational improvements and support the Senior Tax Manager to implement changes. To proactively maintain awareness of relevant legislative changes, evaluate the impact on R&D claims and support the Senior Tax Manager to implement changes. To deputise for Senior Tax Manager. To support the running of the Employee Forum. To support the business with the recruitment process. To provide admin and technical support to sales, marketing and the wider franchisee network. To support the sales and marketing efforts of the business, including assisting with writing articles and presenting at events. To support the company with new business opportunities including leading V1 calls. Any other requirements as specified by your line manager or the company. Requirements CTA qualified or equivalent chartered qualification. A minimum of two years post qualification corporate tax experience Proven competency at reviewing medium sized R&D claims. Proven ability to read and interpret existing and new tax statute. Proven ability to manage people. Excellent diplomatic client relationship management skills. Excellent business English - written and verbal. Strong Excel capability including manipulating large and complex datasets. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
R&D Tax Manager Reports to: R&D Senior Tax Manager Role Responsibilities Claims To project manage large or complex claims where necessary. To review all sizes of R&D claims and to draft claims where necessary. To sign off small, medium and large claims. To work with Senior Managers and Technical Directors to review extremely large or complex claims. Meetings To manage and attend technical meetings of Tier 4 and below. To project manage HMRC enquiries. Management To be responsible for the overall line management of the Tax Trainees. To supplement the mentor relationship between the Technical Associates/Assistant Managers and the Tax Trainees. To effectively communicate with the Technical Associates to understand resource requirements. To manage the allocation of work and capacity of Tax Trainees. Operations To ensure processes are adhered to per the Operations Manual. To support the running of the AML review process. To assist the Senior Tax Manager in preparation and delivery of training to technical staff, the wider company, franchisees, referrers, professional referrers etc. To support the management of WIP, invoicing process and debtors. To identify areas for efficiency and operational improvements and support the Senior Tax Manager to implement changes. To proactively maintain awareness of relevant legislative changes, evaluate the impact on R&D claims and support the Senior Tax Manager to implement changes. To deputise for Senior Tax Manager. To support the running of the Employee Forum. To support the business with the recruitment process. To provide admin and technical support to sales, marketing and the wider franchisee network. To support the sales and marketing efforts of the business, including assisting with writing articles and presenting at events. To support the company with new business opportunities including leading V1 calls. Any other requirements as specified by your line manager or the company. Requirements CTA qualified or equivalent chartered qualification. A minimum of two years post qualification corporate tax experience Proven competency at reviewing medium sized R&D claims. Proven ability to read and interpret existing and new tax statute. Proven ability to manage people. Excellent diplomatic client relationship management skills. Excellent business English - written and verbal. Strong Excel capability including manipulating large and complex datasets. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Dec 02, 2022
Full time
R&D Tax Manager Reports to: R&D Senior Tax Manager Role Responsibilities Claims To project manage large or complex claims where necessary. To review all sizes of R&D claims and to draft claims where necessary. To sign off small, medium and large claims. To work with Senior Managers and Technical Directors to review extremely large or complex claims. Meetings To manage and attend technical meetings of Tier 4 and below. To project manage HMRC enquiries. Management To be responsible for the overall line management of the Tax Trainees. To supplement the mentor relationship between the Technical Associates/Assistant Managers and the Tax Trainees. To effectively communicate with the Technical Associates to understand resource requirements. To manage the allocation of work and capacity of Tax Trainees. Operations To ensure processes are adhered to per the Operations Manual. To support the running of the AML review process. To assist the Senior Tax Manager in preparation and delivery of training to technical staff, the wider company, franchisees, referrers, professional referrers etc. To support the management of WIP, invoicing process and debtors. To identify areas for efficiency and operational improvements and support the Senior Tax Manager to implement changes. To proactively maintain awareness of relevant legislative changes, evaluate the impact on R&D claims and support the Senior Tax Manager to implement changes. To deputise for Senior Tax Manager. To support the running of the Employee Forum. To support the business with the recruitment process. To provide admin and technical support to sales, marketing and the wider franchisee network. To support the sales and marketing efforts of the business, including assisting with writing articles and presenting at events. To support the company with new business opportunities including leading V1 calls. Any other requirements as specified by your line manager or the company. Requirements CTA qualified or equivalent chartered qualification. A minimum of two years post qualification corporate tax experience Proven competency at reviewing medium sized R&D claims. Proven ability to read and interpret existing and new tax statute. Proven ability to manage people. Excellent diplomatic client relationship management skills. Excellent business English - written and verbal. Strong Excel capability including manipulating large and complex datasets. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Associate R&D Consultant About us Our Client is a global insurance provider and tax consultancy. Following the rebranding of the team they are expanding and looking for highly motivated individuals with outstanding interpersonal skills who are able to convey complicated tax advice to their clients. About the role The aim of the Associate R&D Consultant role is to provide support and assistance to a team of consultants and managers. The role involves meeting the client or intermediary (along with another member of the team) and obtaining relevant information in order to help with the preparation of the tax relief claim. Duties and accountabilities Reporting to a Senior Tax Manager the role will involve assisting all members of the team to enable a successful claim to be made, this work will include: Attending face-to-face meetings or telephone conference calls with intermediaries and/or clients in order to obtain relevant information. Documenting and analysing client R&D expenditure. Maintaining contact with clients throughout and beyond the claim process. Updating internal reporting systems as to the progress of individual claims. Assisting in the drafting of technical and financial reports of client activity for onward submission to HMRC. Assisting in the preparation of draft corporation tax computations. Highlighting to consultants where further information is required in respect of the reports or computations. Technical skills / Knowledge / Experience The role involves attending face-to-face meetings with both accountants and clients so the ideal applicant should have client facing experience and have the ability to discuss potentially complex tax matters in a simple way. The successful candidate will have a willingness to work across the country covering different areas - it is not expected that the role will involve just one particular region or area (eg 'the north' or Wales). Due to the role involving the preparation of detailed technical reports, outstanding written English skills and strong numerical competence are essential. It is expected that the successful candidate will complete a relevant tax or accountancy qualification with relevant study leave and financial support being offered. If you feel that you have the right experience and background, please do apply. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Dec 02, 2022
Full time
Associate R&D Consultant About us Our Client is a global insurance provider and tax consultancy. Following the rebranding of the team they are expanding and looking for highly motivated individuals with outstanding interpersonal skills who are able to convey complicated tax advice to their clients. About the role The aim of the Associate R&D Consultant role is to provide support and assistance to a team of consultants and managers. The role involves meeting the client or intermediary (along with another member of the team) and obtaining relevant information in order to help with the preparation of the tax relief claim. Duties and accountabilities Reporting to a Senior Tax Manager the role will involve assisting all members of the team to enable a successful claim to be made, this work will include: Attending face-to-face meetings or telephone conference calls with intermediaries and/or clients in order to obtain relevant information. Documenting and analysing client R&D expenditure. Maintaining contact with clients throughout and beyond the claim process. Updating internal reporting systems as to the progress of individual claims. Assisting in the drafting of technical and financial reports of client activity for onward submission to HMRC. Assisting in the preparation of draft corporation tax computations. Highlighting to consultants where further information is required in respect of the reports or computations. Technical skills / Knowledge / Experience The role involves attending face-to-face meetings with both accountants and clients so the ideal applicant should have client facing experience and have the ability to discuss potentially complex tax matters in a simple way. The successful candidate will have a willingness to work across the country covering different areas - it is not expected that the role will involve just one particular region or area (eg 'the north' or Wales). Due to the role involving the preparation of detailed technical reports, outstanding written English skills and strong numerical competence are essential. It is expected that the successful candidate will complete a relevant tax or accountancy qualification with relevant study leave and financial support being offered. If you feel that you have the right experience and background, please do apply. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Focus Search and Selection
Chesterfield, Derbyshire
Associate R&D Consultant About us Our Client is a global insurance provider and tax consultancy. Following the rebranding of the team they are expanding and looking for highly motivated individuals with outstanding interpersonal skills who are able to convey complicated tax advice to their clients. About the role The aim of the Associate R&D Consultant role is to provide support and assistance to a team of consultants and managers. The role involves meeting the client or intermediary (along with another member of the team) and obtaining relevant information in order to help with the preparation of the tax relief claim. Duties and accountabilities Reporting to a Senior Tax Manager the role will involve assisting all members of the team to enable a successful claim to be made, this work will include: Attending face-to-face meetings or telephone conference calls with intermediaries and/or clients in order to obtain relevant information. Documenting and analysing client R&D expenditure. Maintaining contact with clients throughout and beyond the claim process. Updating internal reporting systems as to the progress of individual claims. Assisting in the drafting of technical and financial reports of client activity for onward submission to HMRC. Assisting in the preparation of draft corporation tax computations. Highlighting to consultants where further information is required in respect of the reports or computations. Technical skills / Knowledge / Experience The role involves attending face-to-face meetings with both accountants and clients so the ideal applicant should have client facing experience and have the ability to discuss potentially complex tax matters in a simple way. The successful candidate will have a willingness to work across the country covering different areas - it is not expected that the role will involve just one particular region or area (eg 'the north' or Wales). Due to the role involving the preparation of detailed technical reports, outstanding written English skills and strong numerical competence are essential. It is expected that the successful candidate will complete a relevant tax or accountancy qualification with relevant study leave and financial support being offered. If you feel that you have the right experience and background, please do apply. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Dec 01, 2022
Full time
Associate R&D Consultant About us Our Client is a global insurance provider and tax consultancy. Following the rebranding of the team they are expanding and looking for highly motivated individuals with outstanding interpersonal skills who are able to convey complicated tax advice to their clients. About the role The aim of the Associate R&D Consultant role is to provide support and assistance to a team of consultants and managers. The role involves meeting the client or intermediary (along with another member of the team) and obtaining relevant information in order to help with the preparation of the tax relief claim. Duties and accountabilities Reporting to a Senior Tax Manager the role will involve assisting all members of the team to enable a successful claim to be made, this work will include: Attending face-to-face meetings or telephone conference calls with intermediaries and/or clients in order to obtain relevant information. Documenting and analysing client R&D expenditure. Maintaining contact with clients throughout and beyond the claim process. Updating internal reporting systems as to the progress of individual claims. Assisting in the drafting of technical and financial reports of client activity for onward submission to HMRC. Assisting in the preparation of draft corporation tax computations. Highlighting to consultants where further information is required in respect of the reports or computations. Technical skills / Knowledge / Experience The role involves attending face-to-face meetings with both accountants and clients so the ideal applicant should have client facing experience and have the ability to discuss potentially complex tax matters in a simple way. The successful candidate will have a willingness to work across the country covering different areas - it is not expected that the role will involve just one particular region or area (eg 'the north' or Wales). Due to the role involving the preparation of detailed technical reports, outstanding written English skills and strong numerical competence are essential. It is expected that the successful candidate will complete a relevant tax or accountancy qualification with relevant study leave and financial support being offered. If you feel that you have the right experience and background, please do apply. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
R&D Tax Consultant Our client is a market leading & focused expert providing integrated insurance, tax and law services that deliver exceptional results when it matters most. About the role The aim of the Consultant role is to provide two key functions, the first is to manage and develop a portfolio of accountants, working with them to identify and act upon areas of opportunity for our products. The second part of the role involves working with the businesses identified to help them make a claim for the relevant tax relief. Duties and accountabilities Reporting to a Tax Manager, the role will involve: Managing a wide and varied UK based client and accountancy practice portfolio. Actively developing new relationships with UK-wide accountancy firms and maintaining existing relationships. Identifying relevant clients from accountants who may benefit from our services. Presenting to accountants, clients and other suitable audiences. Attending client meetings and documenting the R&D undertaken in the relevant financial period. Documenting and analysing client R&D expenditure. Technical skills / Knowledge / Experience You are a finanacial expert and have strong experience within accountancy, tax and R&D products and/or landscape. The role involves face-to-face meetings with both accountants and clients so the applicant should have client facing experience and the ability to discuss potentially complex tax matters in a simple way. The successful candidate will have a willingness to work across the country covering different areas - it is not expected that the role will involve just one particular region or area (eg 'the north' or Wales). Due to the role involving the preparation of detailed technical reports, outstanding written English skills and strong numerical competence are essential. Examples of prior report writing experience essential. The successful candidate will: Demonstrate commitment to the organisation, team and role Maintain a high standard of professionalism at all times Build and maintain relationships with colleagues Focus on personal development and maintaining levels of knowledge and expertise Be an efficient and effective team member and participate fully to achieve team goals Be able to network internally and externally to acquire and implement knowledge Continuously seek improvement to achieve higher levels of efficiency, customer service and effectiveness. Think laterally. Recognise the importance of order and clarity in the workplace and the presentation of work Possess the initiative to work independently and have the confidence to take responsibility for decisions If you feel that you would be a good fit for the position with the relevant experience then do apply. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Dec 01, 2022
Full time
R&D Tax Consultant Our client is a market leading & focused expert providing integrated insurance, tax and law services that deliver exceptional results when it matters most. About the role The aim of the Consultant role is to provide two key functions, the first is to manage and develop a portfolio of accountants, working with them to identify and act upon areas of opportunity for our products. The second part of the role involves working with the businesses identified to help them make a claim for the relevant tax relief. Duties and accountabilities Reporting to a Tax Manager, the role will involve: Managing a wide and varied UK based client and accountancy practice portfolio. Actively developing new relationships with UK-wide accountancy firms and maintaining existing relationships. Identifying relevant clients from accountants who may benefit from our services. Presenting to accountants, clients and other suitable audiences. Attending client meetings and documenting the R&D undertaken in the relevant financial period. Documenting and analysing client R&D expenditure. Technical skills / Knowledge / Experience You are a finanacial expert and have strong experience within accountancy, tax and R&D products and/or landscape. The role involves face-to-face meetings with both accountants and clients so the applicant should have client facing experience and the ability to discuss potentially complex tax matters in a simple way. The successful candidate will have a willingness to work across the country covering different areas - it is not expected that the role will involve just one particular region or area (eg 'the north' or Wales). Due to the role involving the preparation of detailed technical reports, outstanding written English skills and strong numerical competence are essential. Examples of prior report writing experience essential. The successful candidate will: Demonstrate commitment to the organisation, team and role Maintain a high standard of professionalism at all times Build and maintain relationships with colleagues Focus on personal development and maintaining levels of knowledge and expertise Be an efficient and effective team member and participate fully to achieve team goals Be able to network internally and externally to acquire and implement knowledge Continuously seek improvement to achieve higher levels of efficiency, customer service and effectiveness. Think laterally. Recognise the importance of order and clarity in the workplace and the presentation of work Possess the initiative to work independently and have the confidence to take responsibility for decisions If you feel that you would be a good fit for the position with the relevant experience then do apply. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Associate R&D Consultant About us Our Client is a global insurance provider and tax consultancy. Following the rebranding of the team they are expanding and looking for highly motivated individuals with outstanding interpersonal skills who are able to convey complicated tax advice to their clients. About the role The aim of the Associate R&D Consultant role is to provide support and assistance to a team of consultants and managers. The role involves meeting the client or intermediary (along with another member of the team) and obtaining relevant information in order to help with the preparation of the tax relief claim. Duties and accountabilities Reporting to a Senior Tax Manager the role will involve assisting all members of the team to enable a successful claim to be made, this work will include: Attending face-to-face meetings or telephone conference calls with intermediaries and/or clients in order to obtain relevant information. Documenting and analysing client R&D expenditure. Maintaining contact with clients throughout and beyond the claim process. Updating internal reporting systems as to the progress of individual claims. Assisting in the drafting of technical and financial reports of client activity for onward submission to HMRC. Assisting in the preparation of draft corporation tax computations. Highlighting to consultants where further information is required in respect of the reports or computations. Technical skills / Knowledge / Experience The role involves attending face-to-face meetings with both accountants and clients so the ideal applicant should have client facing experience and have the ability to discuss potentially complex tax matters in a simple way. The successful candidate will have a willingness to work across the country covering different areas - it is not expected that the role will involve just one particular region or area (eg 'the north' or Wales). Due to the role involving the preparation of detailed technical reports, outstanding written English skills and strong numerical competence are essential. It is expected that the successful candidate will complete a relevant tax or accountancy qualification with relevant study leave and financial support being offered. If you feel that you have the right experience and background, please do apply. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Dec 01, 2022
Full time
Associate R&D Consultant About us Our Client is a global insurance provider and tax consultancy. Following the rebranding of the team they are expanding and looking for highly motivated individuals with outstanding interpersonal skills who are able to convey complicated tax advice to their clients. About the role The aim of the Associate R&D Consultant role is to provide support and assistance to a team of consultants and managers. The role involves meeting the client or intermediary (along with another member of the team) and obtaining relevant information in order to help with the preparation of the tax relief claim. Duties and accountabilities Reporting to a Senior Tax Manager the role will involve assisting all members of the team to enable a successful claim to be made, this work will include: Attending face-to-face meetings or telephone conference calls with intermediaries and/or clients in order to obtain relevant information. Documenting and analysing client R&D expenditure. Maintaining contact with clients throughout and beyond the claim process. Updating internal reporting systems as to the progress of individual claims. Assisting in the drafting of technical and financial reports of client activity for onward submission to HMRC. Assisting in the preparation of draft corporation tax computations. Highlighting to consultants where further information is required in respect of the reports or computations. Technical skills / Knowledge / Experience The role involves attending face-to-face meetings with both accountants and clients so the ideal applicant should have client facing experience and have the ability to discuss potentially complex tax matters in a simple way. The successful candidate will have a willingness to work across the country covering different areas - it is not expected that the role will involve just one particular region or area (eg 'the north' or Wales). Due to the role involving the preparation of detailed technical reports, outstanding written English skills and strong numerical competence are essential. It is expected that the successful candidate will complete a relevant tax or accountancy qualification with relevant study leave and financial support being offered. If you feel that you have the right experience and background, please do apply. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Focus Search and Selection
Chesterfield, Derbyshire
R&D Tax Consultant Our client is a market leading & focused expert providing integrated insurance, tax and law services that deliver exceptional results when it matters most. About the role The aim of the Consultant role is to provide two key functions, the first is to manage and develop a portfolio of accountants, working with them to identify and act upon areas of opportunity for our products. The second part of the role involves working with the businesses identified to help them make a claim for the relevant tax relief. Duties and accountabilities Reporting to a Tax Manager, the role will involve: Managing a wide and varied UK based client and accountancy practice portfolio. Actively developing new relationships with UK-wide accountancy firms and maintaining existing relationships. Identifying relevant clients from accountants who may benefit from our services. Presenting to accountants, clients and other suitable audiences. Attending client meetings and documenting the R&D undertaken in the relevant financial period. Documenting and analysing client R&D expenditure. Technical skills / Knowledge / Experience You are a finanacial expert and have strong experience within accountancy, tax and R&D products and/or landscape. The role involves face-to-face meetings with both accountants and clients so the applicant should have client facing experience and the ability to discuss potentially complex tax matters in a simple way. The successful candidate will have a willingness to work across the country covering different areas - it is not expected that the role will involve just one particular region or area (eg 'the north' or Wales). Due to the role involving the preparation of detailed technical reports, outstanding written English skills and strong numerical competence are essential. Examples of prior report writing experience essential. The successful candidate will: Demonstrate commitment to the organisation, team and role Maintain a high standard of professionalism at all times Build and maintain relationships with colleagues Focus on personal development and maintaining levels of knowledge and expertise Be an efficient and effective team member and participate fully to achieve team goals Be able to network internally and externally to acquire and implement knowledge Continuously seek improvement to achieve higher levels of efficiency, customer service and effectiveness. Think laterally. Recognise the importance of order and clarity in the workplace and the presentation of work Possess the initiative to work independently and have the confidence to take responsibility for decisions If you feel that you would be a good fit for the position with the relevant experience then do apply. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Dec 01, 2022
Full time
R&D Tax Consultant Our client is a market leading & focused expert providing integrated insurance, tax and law services that deliver exceptional results when it matters most. About the role The aim of the Consultant role is to provide two key functions, the first is to manage and develop a portfolio of accountants, working with them to identify and act upon areas of opportunity for our products. The second part of the role involves working with the businesses identified to help them make a claim for the relevant tax relief. Duties and accountabilities Reporting to a Tax Manager, the role will involve: Managing a wide and varied UK based client and accountancy practice portfolio. Actively developing new relationships with UK-wide accountancy firms and maintaining existing relationships. Identifying relevant clients from accountants who may benefit from our services. Presenting to accountants, clients and other suitable audiences. Attending client meetings and documenting the R&D undertaken in the relevant financial period. Documenting and analysing client R&D expenditure. Technical skills / Knowledge / Experience You are a finanacial expert and have strong experience within accountancy, tax and R&D products and/or landscape. The role involves face-to-face meetings with both accountants and clients so the applicant should have client facing experience and the ability to discuss potentially complex tax matters in a simple way. The successful candidate will have a willingness to work across the country covering different areas - it is not expected that the role will involve just one particular region or area (eg 'the north' or Wales). Due to the role involving the preparation of detailed technical reports, outstanding written English skills and strong numerical competence are essential. Examples of prior report writing experience essential. The successful candidate will: Demonstrate commitment to the organisation, team and role Maintain a high standard of professionalism at all times Build and maintain relationships with colleagues Focus on personal development and maintaining levels of knowledge and expertise Be an efficient and effective team member and participate fully to achieve team goals Be able to network internally and externally to acquire and implement knowledge Continuously seek improvement to achieve higher levels of efficiency, customer service and effectiveness. Think laterally. Recognise the importance of order and clarity in the workplace and the presentation of work Possess the initiative to work independently and have the confidence to take responsibility for decisions If you feel that you would be a good fit for the position with the relevant experience then do apply. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
Focus Search and Selection
Peterborough, Cambridgeshire
The Client and their aim: "To be recognised by our clients across the UK as their trusted payment solutions provider for foreign exchange within a business contect. We pride ourselves on consistently delivering outstanding levels of customer service and with a strong, reliable product we aim to deliver the right product, first time, every time. We are incredibly stable, people-centric and inclusive. Our people are our greatest asset and their success is paramount to us." We are a FinTech provider who's focussed on 4 key areas: Foreign Exchange, Security, Service & Platform sales. Providing a platform (SaaS) wherby clients can organise their payments in a timely, cost effective and safe manner. Role Overview The UK Business Development Executive role is focussed on identifying & prospecting new clients from within the UK SME arena with a view to then nurturing & maintaining these new clients alongside existing clients across the product portfolio. This role is the beginning of the sales cycle role from pipeline planning, research and prospecting within your client base. You will work strategically and closely with your dedicated account manager and also with the Leadership Team. The role will involve phone and email communication with prospective clients alongside face to face meetings over video platforms such as Teams/Zoom and when possible moving to be in person. Location: Peterborough Salary range: 23-26k OTE: 30- 35k(1st year) but uncapped/paid monthly Key Responsibilities Researching potential clients based on suitability to us and our product/s Making introductory calls and emails to new clients Strategise and work closely with your designated account manager Continue to learn the sector and be supported by the Leadership Team to do so Completeing all details on CRM New business and building relationships experience is required but it does not need to be within the IT sector, as long as you have sales experience which is both quantitive and strong then is could be the perfect opportunity! Key Skills & Attributes Punctual and time efficent Able to communcate at all levels and have a true ability to build relationships both internally and externally A passion for new business, both finding and nurturing it Lively, outgoing personality, with a creative flair IT literate 1+ years sales experience in a similar capacity
Dec 08, 2021
Full time
The Client and their aim: "To be recognised by our clients across the UK as their trusted payment solutions provider for foreign exchange within a business contect. We pride ourselves on consistently delivering outstanding levels of customer service and with a strong, reliable product we aim to deliver the right product, first time, every time. We are incredibly stable, people-centric and inclusive. Our people are our greatest asset and their success is paramount to us." We are a FinTech provider who's focussed on 4 key areas: Foreign Exchange, Security, Service & Platform sales. Providing a platform (SaaS) wherby clients can organise their payments in a timely, cost effective and safe manner. Role Overview The UK Business Development Executive role is focussed on identifying & prospecting new clients from within the UK SME arena with a view to then nurturing & maintaining these new clients alongside existing clients across the product portfolio. This role is the beginning of the sales cycle role from pipeline planning, research and prospecting within your client base. You will work strategically and closely with your dedicated account manager and also with the Leadership Team. The role will involve phone and email communication with prospective clients alongside face to face meetings over video platforms such as Teams/Zoom and when possible moving to be in person. Location: Peterborough Salary range: 23-26k OTE: 30- 35k(1st year) but uncapped/paid monthly Key Responsibilities Researching potential clients based on suitability to us and our product/s Making introductory calls and emails to new clients Strategise and work closely with your designated account manager Continue to learn the sector and be supported by the Leadership Team to do so Completeing all details on CRM New business and building relationships experience is required but it does not need to be within the IT sector, as long as you have sales experience which is both quantitive and strong then is could be the perfect opportunity! Key Skills & Attributes Punctual and time efficent Able to communcate at all levels and have a true ability to build relationships both internally and externally A passion for new business, both finding and nurturing it Lively, outgoing personality, with a creative flair IT literate 1+ years sales experience in a similar capacity
My client is an established Property Finance Brokerage specialising in Bridging, Buy to Let, Commercial Term and Development finance. They are building an amazing team and looking for ambitious and driven Business Development Managers to join the team in both the North and South regional offices. As a specialist Business Development Manager, you will be a 'go to' point of reference for external enquiries for bridging, commercial and development loans and an increasing range of structured funding solutions designed to broaden the Company's market opportunity, whilst also providing an enhanced service for our established existing relationships. You will work with existing brokers and introducers to deliver the right lending solution for their client's needs and generating new contacts, whilst exceeding personal income targets and contributing to the Company surpassing its business targets. You will be a highly motivated, commercially astute self-starter, who is diligent, with an eye for detail and with excellent communication skills that enable you to quickly identify sales opportunities. You will be a first-class business developer, consistently show great energy and enthusiasm for the pursuit of new business and someone who enjoys exceeding personal income targets whilst maintaining Company standards. With an uncapped bonus structure, the income you generate will only be limited to your desire and willingness to put in the work Strong operational support will be provided by a dedicated specialist underwriting team who will manage the administrative tasks, preparing credit reports, instructing valuations and liaising with the relevant parties to ensure timely, reliable completions and an outstanding experience for the borrower/broker. Based in Gerrards Cross/Manchester City Centre following up on enquiries and generating new appointments you will be office based for 2 days and out finding and generating new business 3 days of the week. Job Responsibilities Identifying, establishing contact and building both new and existing relationships with prospective brokers in order to create new business opportunities. Managing and strengthening relationships with existing clients Work with autonomy to structure your day so that performance is optimised. Networking and building relationships within target prospects, to understand brokers needs and how you can then help them deliver complex financial solutions to their clients. Converting new leads into sales and identifying additional opportunities Being aware and up to date with market trends and competitors. Communicating new product developments to prospective clients. Updating the internal CRM system. Researching organisations and individuals to identify potential new intermediaries. Developing your own knowledge, to demonstrate complete understanding of the products you are presenting to your brokers. The Ideal Candidate Will Have: Strong communication skills, both verbal and written. Strong business development skills The ability to work under pressure High levels of personal and professional integrity. A flexible approach to working. An attitude where you are determined to succeed, with high energy levels and a good team player A very strong work ethic and a focus on delivery Previously completed a field-based role A full clean driving licence What You'll Recieve: Company mobile and laptop Car allowance
Dec 06, 2021
Full time
My client is an established Property Finance Brokerage specialising in Bridging, Buy to Let, Commercial Term and Development finance. They are building an amazing team and looking for ambitious and driven Business Development Managers to join the team in both the North and South regional offices. As a specialist Business Development Manager, you will be a 'go to' point of reference for external enquiries for bridging, commercial and development loans and an increasing range of structured funding solutions designed to broaden the Company's market opportunity, whilst also providing an enhanced service for our established existing relationships. You will work with existing brokers and introducers to deliver the right lending solution for their client's needs and generating new contacts, whilst exceeding personal income targets and contributing to the Company surpassing its business targets. You will be a highly motivated, commercially astute self-starter, who is diligent, with an eye for detail and with excellent communication skills that enable you to quickly identify sales opportunities. You will be a first-class business developer, consistently show great energy and enthusiasm for the pursuit of new business and someone who enjoys exceeding personal income targets whilst maintaining Company standards. With an uncapped bonus structure, the income you generate will only be limited to your desire and willingness to put in the work Strong operational support will be provided by a dedicated specialist underwriting team who will manage the administrative tasks, preparing credit reports, instructing valuations and liaising with the relevant parties to ensure timely, reliable completions and an outstanding experience for the borrower/broker. Based in Gerrards Cross/Manchester City Centre following up on enquiries and generating new appointments you will be office based for 2 days and out finding and generating new business 3 days of the week. Job Responsibilities Identifying, establishing contact and building both new and existing relationships with prospective brokers in order to create new business opportunities. Managing and strengthening relationships with existing clients Work with autonomy to structure your day so that performance is optimised. Networking and building relationships within target prospects, to understand brokers needs and how you can then help them deliver complex financial solutions to their clients. Converting new leads into sales and identifying additional opportunities Being aware and up to date with market trends and competitors. Communicating new product developments to prospective clients. Updating the internal CRM system. Researching organisations and individuals to identify potential new intermediaries. Developing your own knowledge, to demonstrate complete understanding of the products you are presenting to your brokers. The Ideal Candidate Will Have: Strong communication skills, both verbal and written. Strong business development skills The ability to work under pressure High levels of personal and professional integrity. A flexible approach to working. An attitude where you are determined to succeed, with high energy levels and a good team player A very strong work ethic and a focus on delivery Previously completed a field-based role A full clean driving licence What You'll Recieve: Company mobile and laptop Car allowance