Warm, qualified new business enquiries Lucrative monthly bonus Established commercial insurance broker Professional development If you're an experienced Fleet Insurance Handler looking to work with warm, qualified enquiries rather than cold calling, this is an opportunity to join a respected commercial insurance broker with a strong reputation in the market. You'll manage new business opportunities from clients who have already received an initial presentation, allowing you to focus on providing expert advice and arranging the right insurance solutions. This role is ideal for someone who enjoys building relationships, placing business, and delivering an exceptional customer experience without the pressure of generating their own leads. You'll be supported by an experienced team and rewarded with a competitive salary, a lucrative monthly bonus scheme, and genuine opportunities to develop your career. Package & Benefits • Salary of £35,000 to £40,000 per annum . • Lucrative monthly bonus scheme. • Warm, qualified new business enquiries with no cold calling. • Ongoing professional development opportunities. • Access to competitive commercial insurance products. • Office-based role within a collaborative and supportive team. About the Company You'll be joining a well-established commercial insurance broker with extensive experience in the motor trade and fleet insurance sector. The business has built long-standing relationships with leading UK insurers and is committed to delivering expert advice, outstanding customer service, and tailored insurance solutions for every client. Key Responsibilities • Manage warm new business fleet insurance enquiries from clients who have already received an initial presentation. • Complete detailed fact-finding, underwriting, and risk assessments to recommend suitable fleet insurance solutions. • Arrange and place fleet insurance policies while liaising with insurers to secure the most appropriate cover. • Build strong, long-term relationships with clients by delivering a professional and efficient service throughout the customer journey. About You • Previous experience as a Fleet Insurance Handler , Commercial Insurance Handler, or within a fleet or commercial broking environment. • Experience handling new business enquiries and placing commercial or fleet insurance policies. • Good knowledge of fleet insurance products, underwriting principles, and FCA-regulated insurance practices. If you're looking for a Fleet Insurance Handler role where you'll work with warm, qualified enquiries and be part of a supportive, established brokerage, we'd love to hear from you. Even if your CV isn't completely up to date, get in touch. Contact Fintelligent for more information or a confidential discussion. AW_FIN
Aug 24, 2026
Full time
Warm, qualified new business enquiries Lucrative monthly bonus Established commercial insurance broker Professional development If you're an experienced Fleet Insurance Handler looking to work with warm, qualified enquiries rather than cold calling, this is an opportunity to join a respected commercial insurance broker with a strong reputation in the market. You'll manage new business opportunities from clients who have already received an initial presentation, allowing you to focus on providing expert advice and arranging the right insurance solutions. This role is ideal for someone who enjoys building relationships, placing business, and delivering an exceptional customer experience without the pressure of generating their own leads. You'll be supported by an experienced team and rewarded with a competitive salary, a lucrative monthly bonus scheme, and genuine opportunities to develop your career. Package & Benefits • Salary of £35,000 to £40,000 per annum . • Lucrative monthly bonus scheme. • Warm, qualified new business enquiries with no cold calling. • Ongoing professional development opportunities. • Access to competitive commercial insurance products. • Office-based role within a collaborative and supportive team. About the Company You'll be joining a well-established commercial insurance broker with extensive experience in the motor trade and fleet insurance sector. The business has built long-standing relationships with leading UK insurers and is committed to delivering expert advice, outstanding customer service, and tailored insurance solutions for every client. Key Responsibilities • Manage warm new business fleet insurance enquiries from clients who have already received an initial presentation. • Complete detailed fact-finding, underwriting, and risk assessments to recommend suitable fleet insurance solutions. • Arrange and place fleet insurance policies while liaising with insurers to secure the most appropriate cover. • Build strong, long-term relationships with clients by delivering a professional and efficient service throughout the customer journey. About You • Previous experience as a Fleet Insurance Handler , Commercial Insurance Handler, or within a fleet or commercial broking environment. • Experience handling new business enquiries and placing commercial or fleet insurance policies. • Good knowledge of fleet insurance products, underwriting principles, and FCA-regulated insurance practices. If you're looking for a Fleet Insurance Handler role where you'll work with warm, qualified enquiries and be part of a supportive, established brokerage, we'd love to hear from you. Even if your CV isn't completely up to date, get in touch. Contact Fintelligent for more information or a confidential discussion. AW_FIN
High-quality inbound enquiries No cold calling Clear career progression Strong benefits package If you enjoy building relationships and having meaningful client conversations, this Client Relationship Manager opportunity offers the chance to work with warm inbound enquiries and support people who are actively looking for financial guidance. You'll focus on understanding client needs and creating positive first experiences, without cold calling or purchased data. You'll join a growing financial services business with structured training, ongoing support, and clear progression pathways. The role offers the opportunity to build a long-term career while working in a professional environment focused on quality client outcomes. Package & Benefits • Salary £40,000 per annum. • OTE of £55,000+ per annum. • Private healthcare, profit share scheme, and 8% employer pension contribution. • Death in service cover and professional qualification support. About the Company You will be joining a growing financial services business focused on making financial advice more accessible. The business invests in client acquisition and provides a consistent flow of inbound enquiries, allowing the team to focus on delivering a strong client experience. Key Responsibilities • Speak with warm inbound enquiries from prospective clients looking for financial advice. • Build relationships, understand client circumstances, and qualify opportunities before adviser appointments. • Manage client interactions, CRM records, and lead pipelines to support a smooth client journey. • Work closely with advisers and internal teams to improve client outcomes and conversion. About You • Experience in customer service, client relationship management, account management, financial services, insurance, property, or a similar client-facing environment. • Experience working towards targets, KPIs, or service standards within a professional setting. • Experience using CRM systems and managing client information accurately. If you're interested in exploring thisClient Relationship Manageropportunity, please apply with your recent CV for consideration. JL_FIN
Aug 24, 2026
Full time
High-quality inbound enquiries No cold calling Clear career progression Strong benefits package If you enjoy building relationships and having meaningful client conversations, this Client Relationship Manager opportunity offers the chance to work with warm inbound enquiries and support people who are actively looking for financial guidance. You'll focus on understanding client needs and creating positive first experiences, without cold calling or purchased data. You'll join a growing financial services business with structured training, ongoing support, and clear progression pathways. The role offers the opportunity to build a long-term career while working in a professional environment focused on quality client outcomes. Package & Benefits • Salary £40,000 per annum. • OTE of £55,000+ per annum. • Private healthcare, profit share scheme, and 8% employer pension contribution. • Death in service cover and professional qualification support. About the Company You will be joining a growing financial services business focused on making financial advice more accessible. The business invests in client acquisition and provides a consistent flow of inbound enquiries, allowing the team to focus on delivering a strong client experience. Key Responsibilities • Speak with warm inbound enquiries from prospective clients looking for financial advice. • Build relationships, understand client circumstances, and qualify opportunities before adviser appointments. • Manage client interactions, CRM records, and lead pipelines to support a smooth client journey. • Work closely with advisers and internal teams to improve client outcomes and conversion. About You • Experience in customer service, client relationship management, account management, financial services, insurance, property, or a similar client-facing environment. • Experience working towards targets, KPIs, or service standards within a professional setting. • Experience using CRM systems and managing client information accurately. If you're interested in exploring thisClient Relationship Manageropportunity, please apply with your recent CV for consideration. JL_FIN
High-quality inbound enquiries No cold calling Clear career progression Strong benefits package If you enjoy building relationships and having meaningful conversations, this Client Relationship Manager opportunity offers the chance to join a growing financial services business where you'll work exclusively with warm, inbound enquiries. No cold calling, no purchased data, and no high-pressure sales environment. Instead, you'll speak with people who have actively requested advice and are looking to take the next step. This is an opportunity to build a long-term career in financial services while working with engaged prospective clients. You'll receive structured training, ongoing support, and clear progression pathways within a business that has a strong track record of promoting from within. Package & Benefits • Salary £40,000 per annum. • OTE £65,000+ per annum. • Private healthcare. • Profit share scheme. • 8% employer pension contribution. • Death in service cover. • Professional qualification support and structured career development. About the Company This growing financial services business was established to make financial advice more accessible and easier to understand. Significant investment in marketing and client acquisition generates a consistent flow of inbound enquiries, allowing the team to focus on building relationships and delivering a positive client experience from the first interaction. Key Responsibilities • Speak with warm, inbound leads who have requested to discuss their financial planning needs with an adviser. • Build rapport, understand client circumstances, and qualify opportunities before arranging adviser appointments. • Manage client interactions, CRM records, and lead pipelines to ensure an excellent customer journey. • Work closely with advisers and support teams to maximise conversion rates and client outcomes. About You • Experience within customer service, client relationship management, account management, financial services, insurance, property, or a similar client-facing environment. • Experience working towards targets, KPIs, or service standards within a professional setting. • Experience using CRM systems and managing client information accurately. If you're interested in learning more about this Client Relationship Manager opportunity, we'd be pleased to have a conversation, even if your CV isn't fully up to date. Contact Fintelligent for more information or a confidential discussion. AW_FIN
Aug 24, 2026
Full time
High-quality inbound enquiries No cold calling Clear career progression Strong benefits package If you enjoy building relationships and having meaningful conversations, this Client Relationship Manager opportunity offers the chance to join a growing financial services business where you'll work exclusively with warm, inbound enquiries. No cold calling, no purchased data, and no high-pressure sales environment. Instead, you'll speak with people who have actively requested advice and are looking to take the next step. This is an opportunity to build a long-term career in financial services while working with engaged prospective clients. You'll receive structured training, ongoing support, and clear progression pathways within a business that has a strong track record of promoting from within. Package & Benefits • Salary £40,000 per annum. • OTE £65,000+ per annum. • Private healthcare. • Profit share scheme. • 8% employer pension contribution. • Death in service cover. • Professional qualification support and structured career development. About the Company This growing financial services business was established to make financial advice more accessible and easier to understand. Significant investment in marketing and client acquisition generates a consistent flow of inbound enquiries, allowing the team to focus on building relationships and delivering a positive client experience from the first interaction. Key Responsibilities • Speak with warm, inbound leads who have requested to discuss their financial planning needs with an adviser. • Build rapport, understand client circumstances, and qualify opportunities before arranging adviser appointments. • Manage client interactions, CRM records, and lead pipelines to ensure an excellent customer journey. • Work closely with advisers and support teams to maximise conversion rates and client outcomes. About You • Experience within customer service, client relationship management, account management, financial services, insurance, property, or a similar client-facing environment. • Experience working towards targets, KPIs, or service standards within a professional setting. • Experience using CRM systems and managing client information accurately. If you're interested in learning more about this Client Relationship Manager opportunity, we'd be pleased to have a conversation, even if your CV isn't fully up to date. Contact Fintelligent for more information or a confidential discussion. AW_FIN
Established specialist lender High levels of autonomy Career development If you're a Senior Underwriter with a background in bridging or specialist property finance, this is an opportunity to join a respected specialist lender where your lending decisions genuinely influence business growth. You'll manage cases from application through to completion within a collaborative, high-performing underwriting team. Working closely with brokers, intermediaries and internal stakeholders, you'll assess a broad range of specialist property lending cases while developing your expertise within an established and growing lending business. Package & Benefits • Salary £70,000 to £80,000 per annum. • Ongoing professional and product development. • Clear opportunities for career progression. • Join an established and growing specialist property lender. About the Company This specialist property finance lender has built a strong reputation for delivering tailored short-term lending solutions. The business combines commercial decision-making with a relationship-led approach, providing underwriters with genuine ownership of their cases. Key Responsibilities • Assess and underwrite bridging loan applications in line with lending policy and risk appetite. • Manage your own pipeline from application through to completion while maintaining excellent service levels. • Review valuations, credit reports, KYC and supporting documentation to make robust lending decisions. • Build strong relationships with brokers, intermediaries and internal stakeholders throughout the lending process. About You • At least five years' experience underwriting bridging finance or within the specialist property lending sector. • Experience assessing complex lending applications and making credit decisions within an agreed lending policy. • Strong understanding of bridging finance, property security and regulatory requirements, including AML and KYC processes. If you're considering your next move, we'd be pleased to have a confidential conversation, even if your CV isn't fully up to date. Contact Charlotte Walker at Fintelligent for more information or a confidential discussion.
Aug 24, 2026
Full time
Established specialist lender High levels of autonomy Career development If you're a Senior Underwriter with a background in bridging or specialist property finance, this is an opportunity to join a respected specialist lender where your lending decisions genuinely influence business growth. You'll manage cases from application through to completion within a collaborative, high-performing underwriting team. Working closely with brokers, intermediaries and internal stakeholders, you'll assess a broad range of specialist property lending cases while developing your expertise within an established and growing lending business. Package & Benefits • Salary £70,000 to £80,000 per annum. • Ongoing professional and product development. • Clear opportunities for career progression. • Join an established and growing specialist property lender. About the Company This specialist property finance lender has built a strong reputation for delivering tailored short-term lending solutions. The business combines commercial decision-making with a relationship-led approach, providing underwriters with genuine ownership of their cases. Key Responsibilities • Assess and underwrite bridging loan applications in line with lending policy and risk appetite. • Manage your own pipeline from application through to completion while maintaining excellent service levels. • Review valuations, credit reports, KYC and supporting documentation to make robust lending decisions. • Build strong relationships with brokers, intermediaries and internal stakeholders throughout the lending process. About You • At least five years' experience underwriting bridging finance or within the specialist property lending sector. • Experience assessing complex lending applications and making credit decisions within an agreed lending policy. • Strong understanding of bridging finance, property security and regulatory requirements, including AML and KYC processes. If you're considering your next move, we'd be pleased to have a confidential conversation, even if your CV isn't fully up to date. Contact Charlotte Walker at Fintelligent for more information or a confidential discussion.
Business Development Manager - Commercial Bridging Finance £60,000 - £65,000 + Commission If you're energised by building strong relationships, identifying new opportunities and turning conversations into commercial results, this could be the role for you. Our client is a fast-growing specialist lender looking for a driven Business Development Manager to join its team. This is a desk-based BDM role specialising in commercial bridging finance, focused on developing intermediary relationships, generating new business and supporting the delivery of commercially sound lending solutions. The package for the BDM: £60,000 - £65,000 salary, depending on experience 28 days' holiday, including 3 days between Christmas and New Year, plus bank holidays Discretionary annual bonus Pension contribution Local bar and restaurant discounts Opportunity to join a growing specialist lender with a strong focus on relationships and commercial performance The Role as Business Development Manager, you'll be a trusted and knowledgeable point of contact for brokers and borrowers, playing a key role in growing intermediary partnerships and generating quality deal flow. You'll combine relationship management with a strong commercial mindset, delivering a high level of service while identifying opportunities and supporting the structuring of deals that align with both customer objectives and the lender's credit appetite. Key Responsibilities for the BDM: Identify, develop and onboard new intermediary partners across target regions and sectors Build and maintain strong relationships with existing brokers to generate repeat and new business Manage inbound enquiries professionally, providing clear guidance and a consistently high level of service Proactively undertake outbound business development activity to drive engagement and sales performance Represent the business with credibility, professionalism and personality at every touchpoint Develop a strong understanding of broker and borrower requirements to identify suitable lending opportunities Support the structuring of complex bridging facilities in line with customer objectives and credit appetite Work closely with internal teams to ensure a smooth and efficient journey from enquiry through to completion Experience for the BDM: Proven business development experience within specialist bridging finance; experience in commercial bridging would be a significant advantage Strong commercial awareness with the ability to identify and convert new opportunities A track record of developing and maintaining successful intermediary relationships Excellent interpersonal, influencing and negotiation skills Confidence handling objections and finding creative solutions to challenges Strong organisational skills and the ability to manage multiple opportunities in a fast-paced environment A proactive, target-driven approach with a genuine focus on delivering results Interested?If you're an experienced Business Development Manager with a background in bridging or specialist lending and are looking for your next opportunity, we'd love to hear from you. Click Apply and submit your most recent CV for consideration. JL_FIN
Aug 24, 2026
Full time
Business Development Manager - Commercial Bridging Finance £60,000 - £65,000 + Commission If you're energised by building strong relationships, identifying new opportunities and turning conversations into commercial results, this could be the role for you. Our client is a fast-growing specialist lender looking for a driven Business Development Manager to join its team. This is a desk-based BDM role specialising in commercial bridging finance, focused on developing intermediary relationships, generating new business and supporting the delivery of commercially sound lending solutions. The package for the BDM: £60,000 - £65,000 salary, depending on experience 28 days' holiday, including 3 days between Christmas and New Year, plus bank holidays Discretionary annual bonus Pension contribution Local bar and restaurant discounts Opportunity to join a growing specialist lender with a strong focus on relationships and commercial performance The Role as Business Development Manager, you'll be a trusted and knowledgeable point of contact for brokers and borrowers, playing a key role in growing intermediary partnerships and generating quality deal flow. You'll combine relationship management with a strong commercial mindset, delivering a high level of service while identifying opportunities and supporting the structuring of deals that align with both customer objectives and the lender's credit appetite. Key Responsibilities for the BDM: Identify, develop and onboard new intermediary partners across target regions and sectors Build and maintain strong relationships with existing brokers to generate repeat and new business Manage inbound enquiries professionally, providing clear guidance and a consistently high level of service Proactively undertake outbound business development activity to drive engagement and sales performance Represent the business with credibility, professionalism and personality at every touchpoint Develop a strong understanding of broker and borrower requirements to identify suitable lending opportunities Support the structuring of complex bridging facilities in line with customer objectives and credit appetite Work closely with internal teams to ensure a smooth and efficient journey from enquiry through to completion Experience for the BDM: Proven business development experience within specialist bridging finance; experience in commercial bridging would be a significant advantage Strong commercial awareness with the ability to identify and convert new opportunities A track record of developing and maintaining successful intermediary relationships Excellent interpersonal, influencing and negotiation skills Confidence handling objections and finding creative solutions to challenges Strong organisational skills and the ability to manage multiple opportunities in a fast-paced environment A proactive, target-driven approach with a genuine focus on delivering results Interested?If you're an experienced Business Development Manager with a background in bridging or specialist lending and are looking for your next opportunity, we'd love to hear from you. Click Apply and submit your most recent CV for consideration. JL_FIN
Established specialist lender High levels of autonomy Career development If you're a SeniorUnderwriter with a background in bridging orspecialistproperty finance, this is an opportunity to join a respected specialist lender where your lending decisions genuinely influence business growth. You'll manage cases from application through to completion within a collaborative, high-performing underwriting team. Working closely with brokers, intermediaries and internal stakeholders, you'll assess a broad range of specialist property lending cases while developing your expertise within an established and growing lending business. Package & Benefits • Salary £70,000 to £80,000 per annum. • Ongoing professional and product development. • Clear opportunities for career progression. • Join an established and growing specialist property lender. About the Company This specialist property finance lender has built a strong reputation for delivering tailored short-term lending solutions. The business combines commercial decision-making with a relationship-led approach, providing underwriters with genuine ownership of their cases. Key Responsibilities • Assess and underwrite bridging loan applications in line with lending policy and risk appetite. • Manage your own pipeline from application through to completion while maintaining excellent service levels. • Review valuations, credit reports, KYC and supporting documentation to make robust lending decisions. • Build strong relationships with brokers, intermediaries and internal stakeholders throughout the lending process. About You • At leastfive years' experience underwriting bridging finance or within thespecialistproperty lending sector. • Experience assessing complex lending applications and making credit decisions within an agreed lending policy. • Strong understanding of bridging finance, property security and regulatory requirements, including AML and KYC processes. If you're considering your next move, we'd be pleased to have a confidential conversation, even if your CV isn't fully up to date. Contact Charlotte Walker at Fintelligent for more information or a confidential discussion.
Aug 14, 2026
Full time
Established specialist lender High levels of autonomy Career development If you're a SeniorUnderwriter with a background in bridging orspecialistproperty finance, this is an opportunity to join a respected specialist lender where your lending decisions genuinely influence business growth. You'll manage cases from application through to completion within a collaborative, high-performing underwriting team. Working closely with brokers, intermediaries and internal stakeholders, you'll assess a broad range of specialist property lending cases while developing your expertise within an established and growing lending business. Package & Benefits • Salary £70,000 to £80,000 per annum. • Ongoing professional and product development. • Clear opportunities for career progression. • Join an established and growing specialist property lender. About the Company This specialist property finance lender has built a strong reputation for delivering tailored short-term lending solutions. The business combines commercial decision-making with a relationship-led approach, providing underwriters with genuine ownership of their cases. Key Responsibilities • Assess and underwrite bridging loan applications in line with lending policy and risk appetite. • Manage your own pipeline from application through to completion while maintaining excellent service levels. • Review valuations, credit reports, KYC and supporting documentation to make robust lending decisions. • Build strong relationships with brokers, intermediaries and internal stakeholders throughout the lending process. About You • At leastfive years' experience underwriting bridging finance or within thespecialistproperty lending sector. • Experience assessing complex lending applications and making credit decisions within an agreed lending policy. • Strong understanding of bridging finance, property security and regulatory requirements, including AML and KYC processes. If you're considering your next move, we'd be pleased to have a confidential conversation, even if your CV isn't fully up to date. Contact Charlotte Walker at Fintelligent for more information or a confidential discussion.
Fintelligent, a respected specialist property lender, seeks a Senior Underwriter with bridging or specialist property finance experience. You will manage cases from application through to completion within a collaborative underwriting team, making lending decisions that influence business growth. You will work with brokers and internal stakeholders, assess a broad range of specialist lending cases, and develop your expertise within an established and growing lender.
Aug 14, 2026
Full time
Fintelligent, a respected specialist property lender, seeks a Senior Underwriter with bridging or specialist property finance experience. You will manage cases from application through to completion within a collaborative underwriting team, making lending decisions that influence business growth. You will work with brokers and internal stakeholders, assess a broad range of specialist lending cases, and develop your expertise within an established and growing lender.
Structured, quality-led environment No weekend working Clear progression and training Hybrid working after probation If you are experienced in Customer Service Advisor and are seeking a new challenge this could be the opportunity you are looking for. This role involves being first point of contact working in regulated environment where customer outcomes come first. You'll be trusted to manage queries properly, resolve issues thoroughly, and provide a consistently high standard of service. This is a well-structured role with clear processes, ongoing training, and realistic expectations. You'll join a supportive team focused on long-term development, giving you the opportunity to build capability and progress within a stable, regulated business. Package & Benefits for the Customer Service Advisor: • Salary £30,000 per annum. • Monday to Friday office hours with no weekend requirement and hybrid working after probation. • Annual salary reviews. • 23 days holiday plus 8 bank holidays. Plus a rising holiday entitlement. • Annual company bonus. • Study support. • Ongoing training and internal progression opportunities. • Team-based incentives and social events. About the Company This organisation operates within a regulated environment where customer service, compliance, and consistency are central to how the business operates. They invest heavily in employee development, structured processes, and creating a stable, supportive working culture. Key Responsibilities for the Customer Service Advisor: • Handle inbound customer queries, providing clear, accurate, and compliant guidance. • Manage complaints through to resolution, ensuring fair customer outcomes and accurate documentation. • Maintain consistent communication across phone, email, and written correspondence. • Work within defined regulatory and operational processes at all times. About You • Experience within a inbound customer service environment with KPIs. • Proven experience managing customer queries or complaints through to resolution. • Experience working within regulated or process-driven environments. If you're looking for a customer service and meet the criteria, click apply with your most recent CV. JL_FIN
May 28, 2026
Full time
Structured, quality-led environment No weekend working Clear progression and training Hybrid working after probation If you are experienced in Customer Service Advisor and are seeking a new challenge this could be the opportunity you are looking for. This role involves being first point of contact working in regulated environment where customer outcomes come first. You'll be trusted to manage queries properly, resolve issues thoroughly, and provide a consistently high standard of service. This is a well-structured role with clear processes, ongoing training, and realistic expectations. You'll join a supportive team focused on long-term development, giving you the opportunity to build capability and progress within a stable, regulated business. Package & Benefits for the Customer Service Advisor: • Salary £30,000 per annum. • Monday to Friday office hours with no weekend requirement and hybrid working after probation. • Annual salary reviews. • 23 days holiday plus 8 bank holidays. Plus a rising holiday entitlement. • Annual company bonus. • Study support. • Ongoing training and internal progression opportunities. • Team-based incentives and social events. About the Company This organisation operates within a regulated environment where customer service, compliance, and consistency are central to how the business operates. They invest heavily in employee development, structured processes, and creating a stable, supportive working culture. Key Responsibilities for the Customer Service Advisor: • Handle inbound customer queries, providing clear, accurate, and compliant guidance. • Manage complaints through to resolution, ensuring fair customer outcomes and accurate documentation. • Maintain consistent communication across phone, email, and written correspondence. • Work within defined regulatory and operational processes at all times. About You • Experience within a inbound customer service environment with KPIs. • Proven experience managing customer queries or complaints through to resolution. • Experience working within regulated or process-driven environments. If you're looking for a customer service and meet the criteria, click apply with your most recent CV. JL_FIN
Clear route into mortgage advice Strong earning potential with full support Manchester City Centre location Financial services sales career progression If you have experience in sales and want to build a long-term career in financial services, this Trainee Mortgage Advisor opportunity offers the chance to develop into a fully qualified advisor within a supportive, high-performing environment. You'll work with warm leads, develop regulated sales expertise, and play a meaningful role in helping customers access tailored lending solutions. This is an ideal opportunity for someone with advised sales experience who wants structured progression into mortgage advice. You'll be supported with training, development, and ongoing coaching while working in a fast-paced environment focused on customer outcomes and responsible lending. Package & Benefits for the Trainee Mortgage Advisor: • Salary £28,000-£35,000 per annum depending on experience and CeMAP qualification. • OTE potential of £50,000 with realistic earnings around £41,000. • Up to 25 days' annual leave plus bank holidays and your birthday off. • Healthcare cash plan and contributory pension scheme matched up to 5%. • Long service awards, Cycle to Work scheme, and Life Assurance. • CeMAP training support available where required. About the Company You will be joining a growing financial services business focused on providing tailored lending solutions to UK homeowners. The company operates within a regulated environment where customer outcomes, responsible lending, and long-term development are prioritised. Key Responsibilities for the Trainee Mortgage Advisor: • Managing inbound and outbound leads through multiple channels to support customer engagement and conversion. • Delivering a high standard of customer service by understanding customer needs and recommending suitable solutions. • Working within regulatory standards, company policies, and responsible lending frameworks at all times. • Meeting agreed service levels and performance targets within a structured sales environment. About You • At least 12 months' experience within an advised sales or target-driven sales environment. • CeMAP qualified, part-qualified, or willing to study towards the qualification with employer support. • Experience working in roles such as Sales Executive, Mortgage Qualifier, Account Manager, or financial services sales.If you would like to apply for this role please click apply with your most recent CV.JL_FIN
May 28, 2026
Full time
Clear route into mortgage advice Strong earning potential with full support Manchester City Centre location Financial services sales career progression If you have experience in sales and want to build a long-term career in financial services, this Trainee Mortgage Advisor opportunity offers the chance to develop into a fully qualified advisor within a supportive, high-performing environment. You'll work with warm leads, develop regulated sales expertise, and play a meaningful role in helping customers access tailored lending solutions. This is an ideal opportunity for someone with advised sales experience who wants structured progression into mortgage advice. You'll be supported with training, development, and ongoing coaching while working in a fast-paced environment focused on customer outcomes and responsible lending. Package & Benefits for the Trainee Mortgage Advisor: • Salary £28,000-£35,000 per annum depending on experience and CeMAP qualification. • OTE potential of £50,000 with realistic earnings around £41,000. • Up to 25 days' annual leave plus bank holidays and your birthday off. • Healthcare cash plan and contributory pension scheme matched up to 5%. • Long service awards, Cycle to Work scheme, and Life Assurance. • CeMAP training support available where required. About the Company You will be joining a growing financial services business focused on providing tailored lending solutions to UK homeowners. The company operates within a regulated environment where customer outcomes, responsible lending, and long-term development are prioritised. Key Responsibilities for the Trainee Mortgage Advisor: • Managing inbound and outbound leads through multiple channels to support customer engagement and conversion. • Delivering a high standard of customer service by understanding customer needs and recommending suitable solutions. • Working within regulatory standards, company policies, and responsible lending frameworks at all times. • Meeting agreed service levels and performance targets within a structured sales environment. About You • At least 12 months' experience within an advised sales or target-driven sales environment. • CeMAP qualified, part-qualified, or willing to study towards the qualification with employer support. • Experience working in roles such as Sales Executive, Mortgage Qualifier, Account Manager, or financial services sales.If you would like to apply for this role please click apply with your most recent CV.JL_FIN
Clear path into B2B financial services sales Desk-based Business Development role - Bridging Finance Excellent Location in City Centre If you're looking to build a long-term career in financial services sales, this Business Development Manager opportunity offers the chance to develop intermediary relationships, grow a lending portfolio, and learn from experienced senior BDMs within a structured and supportive environment. This is a desk-based BDM role focused on relationship management, outbound business development, and supporting broker growth across a specialist lending market. You'll have the autonomy to identify opportunities while benefiting from close collaboration with an established sales team and accessible leadership. Package & Benefits for the Business Development Manager: Salary £45,000-£50,000 (flexible to pay more DOE) uncapped commission - OTE £70k+ Hours: 8:30am-5:00pm Monday to Thursday, 8:30am-4:00pm Friday (1-hour lunch, with an early finish to start the weekend a little sooner) 28 days annual leave plus bank holidays (including Christmas closure - 3 days allocated from leave) Salary dependent on experience Optional company pension contribution Modern workspace with stylish interiors and welcoming atmosphere About the Company: You will be joining an established specialist lender with a strong reputation for relationship-led lending and consistent growth. The business is known for its collaborative culture, long-term approach to intermediary partnerships, and commitment to supporting employee development at all levels. Key Responsibilities for the Business Development Manager: Managing and developing relationships with a panel of financial intermediaries to increase deal flow and support lending growth targets. Working closely with senior Business Development Managers to deliver regional growth objectives and broker engagement strategies. Generating new business opportunities through proactive outbound activity and relationship-led sales conversations. Maintaining strong product and criteria knowledge to position lending solutions effectively with brokers and intermediaries. About You Experience within a sales, account management, or broker-facing role in financial services within Bridging and Secured Lending Exposure to lending, specialist finance, property finance, or intermediary-led markets. Proven experience working towards targets and contributing to commercial growth. If you'd like to explore this Business Development opportunity, please apply with your most recent CV. Contact Fintelligent for more information or a confidential discussion. JL_FIN
May 28, 2026
Full time
Clear path into B2B financial services sales Desk-based Business Development role - Bridging Finance Excellent Location in City Centre If you're looking to build a long-term career in financial services sales, this Business Development Manager opportunity offers the chance to develop intermediary relationships, grow a lending portfolio, and learn from experienced senior BDMs within a structured and supportive environment. This is a desk-based BDM role focused on relationship management, outbound business development, and supporting broker growth across a specialist lending market. You'll have the autonomy to identify opportunities while benefiting from close collaboration with an established sales team and accessible leadership. Package & Benefits for the Business Development Manager: Salary £45,000-£50,000 (flexible to pay more DOE) uncapped commission - OTE £70k+ Hours: 8:30am-5:00pm Monday to Thursday, 8:30am-4:00pm Friday (1-hour lunch, with an early finish to start the weekend a little sooner) 28 days annual leave plus bank holidays (including Christmas closure - 3 days allocated from leave) Salary dependent on experience Optional company pension contribution Modern workspace with stylish interiors and welcoming atmosphere About the Company: You will be joining an established specialist lender with a strong reputation for relationship-led lending and consistent growth. The business is known for its collaborative culture, long-term approach to intermediary partnerships, and commitment to supporting employee development at all levels. Key Responsibilities for the Business Development Manager: Managing and developing relationships with a panel of financial intermediaries to increase deal flow and support lending growth targets. Working closely with senior Business Development Managers to deliver regional growth objectives and broker engagement strategies. Generating new business opportunities through proactive outbound activity and relationship-led sales conversations. Maintaining strong product and criteria knowledge to position lending solutions effectively with brokers and intermediaries. About You Experience within a sales, account management, or broker-facing role in financial services within Bridging and Secured Lending Exposure to lending, specialist finance, property finance, or intermediary-led markets. Proven experience working towards targets and contributing to commercial growth. If you'd like to explore this Business Development opportunity, please apply with your most recent CV. Contact Fintelligent for more information or a confidential discussion. JL_FIN
Complex case ownership Flexible hybrid working Specialist lending environment High-impact recoveries work If you're experienced in arrears, recoveries, or litigation within financial services, this Litigation and Recoveries Specialist opportunity offers the chance to manage complex cases where your judgement and commercial decision-making genuinely matter. You'll take ownership of high-risk accounts while working closely with senior stakeholders in a specialist lending environment. This is a role for someone who enjoys solving complex problems, balancing commercial outcomes with customer considerations, and working autonomously within a collaborative team. You'll be trusted to make informed recommendations, contribute to process improvements, and play a visible role within a growing recoveries function. Package & Benefits • Salary up to £50,000 per annum, depending on experience. • Flexible hybrid working with 2-3 days working from home. • Opportunity to work within a growing specialist lender with an established market presence. About the Company You'll be joining an established specialist lender with a strong reputation within the UK property finance market. The business is known for its collaborative culture, long-term approach, and commitment to delivering high standards across both customer service and operational performance. Key Responsibilities • Manage a portfolio of complex arrears and litigation cases, recommending suitable recovery and exit strategies. • Liaise with borrowers, legal representatives, receivers, and internal stakeholders to progress cases effectively. • Review borrower affordability, asset positions, and supporting documentation to minimise losses and optimise outcomes. • Support ongoing improvements to recoveries processes, reporting, and early identification of potential bad debts. About You • Experience within litigation, recoveries, arrears, or collections in financial services or specialist lending. • Ability to manage complex borrower cases involving financial difficulty and legal escalation. • Experience working with legal processes, external partners, and recovery strategies within a regulated environment. If you'd like to explore this opportunity, even if your CV isn't fully up to date, we'd love to speak with you. Contact Fintelligent for more information or a confidential discussion.
May 21, 2026
Full time
Complex case ownership Flexible hybrid working Specialist lending environment High-impact recoveries work If you're experienced in arrears, recoveries, or litigation within financial services, this Litigation and Recoveries Specialist opportunity offers the chance to manage complex cases where your judgement and commercial decision-making genuinely matter. You'll take ownership of high-risk accounts while working closely with senior stakeholders in a specialist lending environment. This is a role for someone who enjoys solving complex problems, balancing commercial outcomes with customer considerations, and working autonomously within a collaborative team. You'll be trusted to make informed recommendations, contribute to process improvements, and play a visible role within a growing recoveries function. Package & Benefits • Salary up to £50,000 per annum, depending on experience. • Flexible hybrid working with 2-3 days working from home. • Opportunity to work within a growing specialist lender with an established market presence. About the Company You'll be joining an established specialist lender with a strong reputation within the UK property finance market. The business is known for its collaborative culture, long-term approach, and commitment to delivering high standards across both customer service and operational performance. Key Responsibilities • Manage a portfolio of complex arrears and litigation cases, recommending suitable recovery and exit strategies. • Liaise with borrowers, legal representatives, receivers, and internal stakeholders to progress cases effectively. • Review borrower affordability, asset positions, and supporting documentation to minimise losses and optimise outcomes. • Support ongoing improvements to recoveries processes, reporting, and early identification of potential bad debts. About You • Experience within litigation, recoveries, arrears, or collections in financial services or specialist lending. • Ability to manage complex borrower cases involving financial difficulty and legal escalation. • Experience working with legal processes, external partners, and recovery strategies within a regulated environment. If you'd like to explore this opportunity, even if your CV isn't fully up to date, we'd love to speak with you. Contact Fintelligent for more information or a confidential discussion.
Fast-paced transactional environment Exposure to complex legal documentation Early Friday finish Collaborative lending team If you have experience managing legal documentation within property or lending transactions and want a role where your attention to detail genuinely matters, this Legal Administrator opportunity offers the chance to take ownership of transactions from instruction through to completion. You'll play a key role in ensuring deals progress efficiently while working closely with solicitors, brokers, borrowers, and internal stakeholders. This is a varied position suited to someone who enjoys working in a structured, deadline-driven environment where accuracy and organisation are valued. You'll be trusted to manage documentation processes, maintain oversight across multiple live matters, and support smooth transaction delivery within a collaborative team. Package & Benefits • £28,000 - £32,000 (DOE) • Full-time hours with an early finish on Fridays. • 28 days annual leave plus bank holidays, including Christmas closure allocation. • Optional company pension scheme. About the Company You'll be joining an established finance business operating within the property lending sector. The team environment is professional, collaborative, and focused on delivering an efficient, service-led experience for brokers and borrowers. Key Responsibilities • Prepare and manage facility agreements, security documentation, and legal paperwork for new and existing lending transactions. • Liaise with solicitors, brokers, borrowers, and lenders to progress transactions through to completion. • Oversee post-completion administration including charge registrations, retention releases, and document follow-up. • Maintain accurate records and monitor live transactions to ensure deadlines and compliance requirements are met. About You • Experience preparing facility agreements and associated legal or security documentation within a lending, legal, or property environment. • Ability to manage legal documentation and due diligence processes from instruction through to completion. • Experience liaising with solicitors and reviewing legal documentation relating to property and secured lending transactions. If you'd like to explore this opportunity, please apply with your most recent CV as we'd love to speak with you. Contact Fintelligent for more information or a confidential discussion. JL_FIN
May 14, 2026
Full time
Fast-paced transactional environment Exposure to complex legal documentation Early Friday finish Collaborative lending team If you have experience managing legal documentation within property or lending transactions and want a role where your attention to detail genuinely matters, this Legal Administrator opportunity offers the chance to take ownership of transactions from instruction through to completion. You'll play a key role in ensuring deals progress efficiently while working closely with solicitors, brokers, borrowers, and internal stakeholders. This is a varied position suited to someone who enjoys working in a structured, deadline-driven environment where accuracy and organisation are valued. You'll be trusted to manage documentation processes, maintain oversight across multiple live matters, and support smooth transaction delivery within a collaborative team. Package & Benefits • £28,000 - £32,000 (DOE) • Full-time hours with an early finish on Fridays. • 28 days annual leave plus bank holidays, including Christmas closure allocation. • Optional company pension scheme. About the Company You'll be joining an established finance business operating within the property lending sector. The team environment is professional, collaborative, and focused on delivering an efficient, service-led experience for brokers and borrowers. Key Responsibilities • Prepare and manage facility agreements, security documentation, and legal paperwork for new and existing lending transactions. • Liaise with solicitors, brokers, borrowers, and lenders to progress transactions through to completion. • Oversee post-completion administration including charge registrations, retention releases, and document follow-up. • Maintain accurate records and monitor live transactions to ensure deadlines and compliance requirements are met. About You • Experience preparing facility agreements and associated legal or security documentation within a lending, legal, or property environment. • Ability to manage legal documentation and due diligence processes from instruction through to completion. • Experience liaising with solicitors and reviewing legal documentation relating to property and secured lending transactions. If you'd like to explore this opportunity, please apply with your most recent CV as we'd love to speak with you. Contact Fintelligent for more information or a confidential discussion. JL_FIN
High earning potential Established bridging lender Broker-led growth strategy Strong autonomy and market visibility If you're an experienced Senior Business Development Manager in bridging finance and want the freedom to leverage your network properly, this opportunity offers the platform, support, and earning potential to do exactly that. You'll play a key role in growing intermediary relationships and originating bridging finance opportunities across the UK market. This is a high-visibility role within a specialist lender that values relationships, speed, and commercial thinking. You'll have the autonomy to develop your introducer base, represent the business at industry events, and help shape continued growth within the bridging finance sector. The firm provides flexible short-term lending solutions across residential, semi-commercial, and commercial property transactions. Package & Benefits • Salary £80,000-£90,000 per annum. • 0.1% commission paid per completed deal on a quarterly basis. • Opportunity to represent a growing specialist lender within the UK bridging market. About the Company You'll be joining a specialist property finance lender focused on delivering flexible and streamlined bridging and refurbishment finance solutions. The business has built a strong reputation for responsive decision-making, relationship-led service, and supporting both borrowers and introducers across the UK property market. Key Responsibilities • Originate and manage intermediary relationships across the UK bridging finance market. • Use your existing broker and introducer network to source new bridging lending opportunities. • Represent the business at industry events, networking opportunities, and market-facing meetings. • Manage deals through the lending lifecycle whilst maintaining strong introducer relationships. About You • Proven experience as a Senior Business Development Manager within bridging finance or specialist property lending. • Established intermediary and broker network within the UK bridging market. • Track record of originating and converting bridging finance opportunities. If you're open to exploring a role where your market relationships and deal-making ability will be genuinely valued, we'd love to have a confidential conversation. Contact Fintelligent for more information or a confidential discussion.
May 12, 2026
Full time
High earning potential Established bridging lender Broker-led growth strategy Strong autonomy and market visibility If you're an experienced Senior Business Development Manager in bridging finance and want the freedom to leverage your network properly, this opportunity offers the platform, support, and earning potential to do exactly that. You'll play a key role in growing intermediary relationships and originating bridging finance opportunities across the UK market. This is a high-visibility role within a specialist lender that values relationships, speed, and commercial thinking. You'll have the autonomy to develop your introducer base, represent the business at industry events, and help shape continued growth within the bridging finance sector. The firm provides flexible short-term lending solutions across residential, semi-commercial, and commercial property transactions. Package & Benefits • Salary £80,000-£90,000 per annum. • 0.1% commission paid per completed deal on a quarterly basis. • Opportunity to represent a growing specialist lender within the UK bridging market. About the Company You'll be joining a specialist property finance lender focused on delivering flexible and streamlined bridging and refurbishment finance solutions. The business has built a strong reputation for responsive decision-making, relationship-led service, and supporting both borrowers and introducers across the UK property market. Key Responsibilities • Originate and manage intermediary relationships across the UK bridging finance market. • Use your existing broker and introducer network to source new bridging lending opportunities. • Represent the business at industry events, networking opportunities, and market-facing meetings. • Manage deals through the lending lifecycle whilst maintaining strong introducer relationships. About You • Proven experience as a Senior Business Development Manager within bridging finance or specialist property lending. • Established intermediary and broker network within the UK bridging market. • Track record of originating and converting bridging finance opportunities. If you're open to exploring a role where your market relationships and deal-making ability will be genuinely valued, we'd love to have a confidential conversation. Contact Fintelligent for more information or a confidential discussion.
Complex lending transactions End-to-end deal exposure Early Friday finish Structured and supportive team If you have experience managing legal documentation within lending or property transactions and want a role where accuracy and organisation genuinely matter, this Loan Administrator opportunity offers the chance to oversee transactions from instruction through to completion. You'll play a key role in helping deals progress efficiently while working closely with solicitors, brokers, borrowers, and internal stakeholders. This is a varied position within a collaborative lending team where your attention to detail will be trusted and valued. You'll gain exposure to complex secured lending transactions while working in a structured, deadline-driven environment that supports high standards and professional development. Package & Benefits • Salary £28,000 - £32,000 per annum, depending on experience. • Full-time hours with an early finish on Fridays. • 28 days annual leave plus bank holidays, including Christmas closure allocation. • Optional company pension scheme. About the Company You'll be joining an established finance business operating within the property lending sector. The environment is professional, collaborative, and focused on delivering an efficient, service-led experience for brokers, borrowers, and lending partners. Key Responsibilities for Loan Administrator: • Prepare and manage facility agreements, security documentation, and legal paperwork across new and existing lending transactions. • Liaise with solicitors, brokers, borrowers, and lenders to progress transactions through to completion. • Oversee post-completion administration including charge registrations, retention releases, and outstanding documentation. • Maintain accurate records across live transactions to ensure deadlines and compliance requirements are met. About You • Experience preparing facility agreements and associated legal or security documentation within a lending, legal, or property environment. • Ability to manage lending documentation and due diligence processes from instruction through to completion. • Experience liaising with solicitors and reviewing legal documentation relating to property or secured lending transactions.If you'd like to explore this opportunity, please apply for this Loan Administrator role, click apply with your most recent CV as we'd love to speak with you. Contact Fintelligent for more information or a confidential discussion. JL_FIN
May 11, 2026
Full time
Complex lending transactions End-to-end deal exposure Early Friday finish Structured and supportive team If you have experience managing legal documentation within lending or property transactions and want a role where accuracy and organisation genuinely matter, this Loan Administrator opportunity offers the chance to oversee transactions from instruction through to completion. You'll play a key role in helping deals progress efficiently while working closely with solicitors, brokers, borrowers, and internal stakeholders. This is a varied position within a collaborative lending team where your attention to detail will be trusted and valued. You'll gain exposure to complex secured lending transactions while working in a structured, deadline-driven environment that supports high standards and professional development. Package & Benefits • Salary £28,000 - £32,000 per annum, depending on experience. • Full-time hours with an early finish on Fridays. • 28 days annual leave plus bank holidays, including Christmas closure allocation. • Optional company pension scheme. About the Company You'll be joining an established finance business operating within the property lending sector. The environment is professional, collaborative, and focused on delivering an efficient, service-led experience for brokers, borrowers, and lending partners. Key Responsibilities for Loan Administrator: • Prepare and manage facility agreements, security documentation, and legal paperwork across new and existing lending transactions. • Liaise with solicitors, brokers, borrowers, and lenders to progress transactions through to completion. • Oversee post-completion administration including charge registrations, retention releases, and outstanding documentation. • Maintain accurate records across live transactions to ensure deadlines and compliance requirements are met. About You • Experience preparing facility agreements and associated legal or security documentation within a lending, legal, or property environment. • Ability to manage lending documentation and due diligence processes from instruction through to completion. • Experience liaising with solicitors and reviewing legal documentation relating to property or secured lending transactions.If you'd like to explore this opportunity, please apply for this Loan Administrator role, click apply with your most recent CV as we'd love to speak with you. Contact Fintelligent for more information or a confidential discussion. JL_FIN
Clear path into B2B financial services sales Hybrid working model Strong internal support from senior BDMs Relationship-led culture If you're building your career in financial services sales, this Business Development Executive role offers a clear route to develop broker relationships, grow a lending book, and work closely with experienced Business Development Managers in a structured, supportive environment. You'll play a key role in driving growth through outbound activity and partner engagement, with the autonomy to identify opportunities while being supported by an established team. The culture is relationship-led, with a genuine focus on collaboration, development, and doing business the right way. Package & Benefits • Salary £35,000-£40,000 per annum. • Hybrid working model. • Private healthcare. • Opportunities for professional growth and development. • Employee-led committees across social, environmental and D&I initiatives. About the Company You will be joining an established specialist lender with a strong reputation for relationship-led lending and consistent growth. The business prioritises quality, integrity, and long-term partnerships, with a culture shaped by collaboration, employee engagement, and accessible leadership. Key Responsibilities • Manage and develop relationships with a panel of financial intermediaries to increase deal flow and achieve KPIs. • Support senior Business Development Managers to deliver regional growth objectives. • Proactively identify and generate new business opportunities through outbound activity. • Maintain strong product and criteria knowledge to effectively position lending solutions to intermediaries. About You • Experience working in a sales, account management, or broker-facing role within financial services. • Exposure to lending, property finance, or working with financial intermediaries. • Proven ability to work towards targets and contribute to business growth. If you'd like to explore this opportunity, click apply wit your most recent CV for consideration. JL_FIN
May 03, 2026
Full time
Clear path into B2B financial services sales Hybrid working model Strong internal support from senior BDMs Relationship-led culture If you're building your career in financial services sales, this Business Development Executive role offers a clear route to develop broker relationships, grow a lending book, and work closely with experienced Business Development Managers in a structured, supportive environment. You'll play a key role in driving growth through outbound activity and partner engagement, with the autonomy to identify opportunities while being supported by an established team. The culture is relationship-led, with a genuine focus on collaboration, development, and doing business the right way. Package & Benefits • Salary £35,000-£40,000 per annum. • Hybrid working model. • Private healthcare. • Opportunities for professional growth and development. • Employee-led committees across social, environmental and D&I initiatives. About the Company You will be joining an established specialist lender with a strong reputation for relationship-led lending and consistent growth. The business prioritises quality, integrity, and long-term partnerships, with a culture shaped by collaboration, employee engagement, and accessible leadership. Key Responsibilities • Manage and develop relationships with a panel of financial intermediaries to increase deal flow and achieve KPIs. • Support senior Business Development Managers to deliver regional growth objectives. • Proactively identify and generate new business opportunities through outbound activity. • Maintain strong product and criteria knowledge to effectively position lending solutions to intermediaries. About You • Experience working in a sales, account management, or broker-facing role within financial services. • Exposure to lending, property finance, or working with financial intermediaries. • Proven ability to work towards targets and contribute to business growth. If you'd like to explore this opportunity, click apply wit your most recent CV for consideration. JL_FIN
Client ownership & autonomy Advisory exposure across diverse client portfolio Lead and develop a growing practice team Flexible hybrid working model If you're an experienced practice professional ready to take the next step, this Client Manager - Accounting & Advisory Practice role offers the chance to take full ownership of a varied client portfolio, lead meaningful relationships, and be trusted with both compliance delivery and advisory input. You'll work across accounts, tax, and business advisory in a role that genuinely blends technical depth with client influence.This is a Client Manager position where you'll have real autonomy over your work, alongside the support of senior leadership. You'll be encouraged to shape client outcomes, contribute to advisory growth, and develop your leadership capability by mentoring and guiding junior team members within a modern, flexible practice environment. Package & Benefits • Salary £40,000-£45,000 per annum depending on experience.• 25 days' holiday including Christmas closure plus birthday off.• Additional leave entitlement increasing up to 30 days with service.• Private medical insurance after 2 years' service.• Hybrid working with flexible hours (7-3, 8-4, 9-5, 10-6).• Dress-down Fridays and smart business casual environment.• Regular team socials and collaborative culture.• Incentive scheme for introducing new business opportunities. About the Company You'll be joining a forward-thinking accountancy practice that supports a broad range of clients with a mix of compliance, outsourcing, and advisory services. The environment is collaborative, modern, and focused on developing both people and client relationships, with a strong emphasis on practical support and long-term growth. Key Responsibilities • Manage a portfolio of clients across accounts, tax, VAT, and advisory services.• Review year-end accounts, tax computations, and management information prior to sign-off.• Deliver advisory support including tax planning, forecasting, cashflow, and funding support.• Lead and support junior team members while overseeing workflow and client delivery. About You • 5+ years' experience in UK accountancy practice within a Client Manager or similar role.• AAT / ACCA qualified, part-qualified, or qualified by experience.• Strong working knowledge of Xero, TaxCalc, and cloud-based accounting systems.If you're looking for a Client Manager role with genuine ownership, advisory exposure, and the chance to develop your leadership experience, this could be the right next step. Contact Fintelligent for more information or a confidential discussion.AW_FIN
Apr 30, 2026
Full time
Client ownership & autonomy Advisory exposure across diverse client portfolio Lead and develop a growing practice team Flexible hybrid working model If you're an experienced practice professional ready to take the next step, this Client Manager - Accounting & Advisory Practice role offers the chance to take full ownership of a varied client portfolio, lead meaningful relationships, and be trusted with both compliance delivery and advisory input. You'll work across accounts, tax, and business advisory in a role that genuinely blends technical depth with client influence.This is a Client Manager position where you'll have real autonomy over your work, alongside the support of senior leadership. You'll be encouraged to shape client outcomes, contribute to advisory growth, and develop your leadership capability by mentoring and guiding junior team members within a modern, flexible practice environment. Package & Benefits • Salary £40,000-£45,000 per annum depending on experience.• 25 days' holiday including Christmas closure plus birthday off.• Additional leave entitlement increasing up to 30 days with service.• Private medical insurance after 2 years' service.• Hybrid working with flexible hours (7-3, 8-4, 9-5, 10-6).• Dress-down Fridays and smart business casual environment.• Regular team socials and collaborative culture.• Incentive scheme for introducing new business opportunities. About the Company You'll be joining a forward-thinking accountancy practice that supports a broad range of clients with a mix of compliance, outsourcing, and advisory services. The environment is collaborative, modern, and focused on developing both people and client relationships, with a strong emphasis on practical support and long-term growth. Key Responsibilities • Manage a portfolio of clients across accounts, tax, VAT, and advisory services.• Review year-end accounts, tax computations, and management information prior to sign-off.• Deliver advisory support including tax planning, forecasting, cashflow, and funding support.• Lead and support junior team members while overseeing workflow and client delivery. About You • 5+ years' experience in UK accountancy practice within a Client Manager or similar role.• AAT / ACCA qualified, part-qualified, or qualified by experience.• Strong working knowledge of Xero, TaxCalc, and cloud-based accounting systems.If you're looking for a Client Manager role with genuine ownership, advisory exposure, and the chance to develop your leadership experience, this could be the right next step. Contact Fintelligent for more information or a confidential discussion.AW_FIN
