Business Development Trainee Location: Chichester Salary: 25,000 per annum + comms Job Type: Full-Time, Permanent Working Pattern: Fully Office & Field Based About the Company We are a well-established and growing financial services firm based in Chichester, providing tailored financial planning and wealth management solutions to individuals and businesses. Due to continued growth, we are seeking a driven and professional Business Development Trainee to join our team. This is an excellent opportunity for someone looking to build a long-term career within financial services, with structured training, mentorship, and clear progression pathways. The Role As a Business Development Trainee, you will support senior advisers and business development managers in expanding our client base and strengthening professional partnerships. This is a fully office and field-based role, offering valuable exposure to client meetings, networking events, and relationship-building activities. Key Responsibilities Research and identify prospective clients and introducers Generate new business opportunities through outbound calls and follow-ups Attend client meetings and networking events alongside senior colleagues Build and maintain professional relationships with local businesses and partners Assist in preparing financial proposals and client documentation Maintain accurate CRM records and pipeline reporting Support marketing campaigns and local outreach initiatives About You Ambitious, professional, and career-driven Excellent communication and relationship-building skills Confident speaking with clients face-to-face and over the phone Strong organisational skills and attention to detail Resilient, proactive, and target-oriented A genuine interest in financial services and wealth management Degree educated (preferred but not essential) What We Offer 25,000 basic salary + comms Structured training and mentorship Clear progression into Business Development Manager or Financial Adviser roles Exposure to client meetings and industry networking Support with professional qualifications (where appropriate) A professional and supportive working environment This role is ideal for someone seeking hands-on experience in financial services and looking to develop a long-term career in business development.
Feb 27, 2026
Full time
Business Development Trainee Location: Chichester Salary: 25,000 per annum + comms Job Type: Full-Time, Permanent Working Pattern: Fully Office & Field Based About the Company We are a well-established and growing financial services firm based in Chichester, providing tailored financial planning and wealth management solutions to individuals and businesses. Due to continued growth, we are seeking a driven and professional Business Development Trainee to join our team. This is an excellent opportunity for someone looking to build a long-term career within financial services, with structured training, mentorship, and clear progression pathways. The Role As a Business Development Trainee, you will support senior advisers and business development managers in expanding our client base and strengthening professional partnerships. This is a fully office and field-based role, offering valuable exposure to client meetings, networking events, and relationship-building activities. Key Responsibilities Research and identify prospective clients and introducers Generate new business opportunities through outbound calls and follow-ups Attend client meetings and networking events alongside senior colleagues Build and maintain professional relationships with local businesses and partners Assist in preparing financial proposals and client documentation Maintain accurate CRM records and pipeline reporting Support marketing campaigns and local outreach initiatives About You Ambitious, professional, and career-driven Excellent communication and relationship-building skills Confident speaking with clients face-to-face and over the phone Strong organisational skills and attention to detail Resilient, proactive, and target-oriented A genuine interest in financial services and wealth management Degree educated (preferred but not essential) What We Offer 25,000 basic salary + comms Structured training and mentorship Clear progression into Business Development Manager or Financial Adviser roles Exposure to client meetings and industry networking Support with professional qualifications (where appropriate) A professional and supportive working environment This role is ideal for someone seeking hands-on experience in financial services and looking to develop a long-term career in business development.
About the Role Do you enjoy helping people? Are you a compassionate and people-focused person? Do you want to make a real difference to the lives of people who are in problem debt and help them find a way forward? The Debt Advice Caseworker will provide an in-person high-quality debt advice and casework service to the organisation s clients. The Debt Advice Caseworker will provide mentoring and support to their co-workers, which will help develop their skills and expertise in debt and money management service, ensuring they deliver our clients with the best possible service. A demanding role, whereby the Debt Advice Caseworker will have the ability to understand and deal with complex information. They will work collaboratively with their team, management and external organisations. Flexibility is a key characteristic of all our posts, and the post-holder may be asked to carry out other tasks consistent with the grade from time to time. Requirements To be appointed as a Debt Advice Caseworker, you will need to have: 1. Knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions. OR To be appointed as a Trainee Money Advice Caseworker, you will need to have knowledge of advice areas and money advice issues and have experience of giving advice. We re not looking for the finished article, if you have the right attitude then we can help to develop your skills. 2. Experience of achieving performance and quality targets/KPIs. 3. Ability and willingness to undertake training and development to comply with Money and Pensions Service and Citizens Advice quality standards. 4. Effective oral/written communication skills and be numerate to the level required by the tasks. 5. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment. 6. An ordered approach to casework and an ability and willingness to follow and develop agreed procedures. 7. IT literacy with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials. 8. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively. 9. Ability and willingness to work as part of a team. 10. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy 11. Ability to work across different sites within Liverpool. 12. Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent. Equality and Diversity: All staff members are expected to demonstrate a commitment to equality and diversity. We recognize and celebrate the positive value of diversity, promote equality and challenge discrimination. Responsibilities: Provide a casework service covering the full range of debt and money management advice, including debt relief orders, bankruptcy, and debt management plans. Deliver our service by a range of methods required, including telephone/digital channels, drop-in sessions, appointments, outreach work, and home visits. Act for clients where necessary; this includes drafting letters, budgets, financial statements, and negotiating with third parties. Ensure income maximisation through the take up of appropriate welfare benefits. Prepare and present cases to statutory bodies, tribunals, and courts when required. Assist clients with issues, where they may be an integral part of a case, and refer them to the appropriate agencies and advisers. Maintain standards of service delivery and ensure that casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the Money and Pensions Service Advice Quality Framework. Comply with systems for monitoring and reporting purposes. Work collaboratively with colleagues to ensure that the service area meets key performance indicators and targets. Assist in the smooth running of the organisation and provide emergency cover for other parts of the service when necessary. Analyse and interpret complex information, communicating this effectively in writing with particular emphasis on negotiation and representation. About us Citizens Advice Liverpool is a charity that provides free, confidential and impartial advice to people who live and work in the city. We depend on a workforce of paid staff and over 120 trained volunteers. We give people the knowledge and the confidence they need to find their way forward whoever they are, and whatever their problem. We are the leading provider of advice and advocacy services in Liverpool and have helped clients with over 106,000 issues in 2022/2023. CAL have achieved accreditation with the Workplace Wellbeing Charter, showing we are committed to improving the health and wellbeing of our workforce. We've also gained an award for outstanding contribution by an employer to workplace health and wellbeing 2022 by Merseycare NHS Foundation Trust. We've gained awards from Citizens Advice National recognising our Advising Margainalised Communities Team for championing equity, diversity and inclusion in both 2021 and 2021. We were also named volunteer team of the year in 2022.
Feb 26, 2026
Full time
About the Role Do you enjoy helping people? Are you a compassionate and people-focused person? Do you want to make a real difference to the lives of people who are in problem debt and help them find a way forward? The Debt Advice Caseworker will provide an in-person high-quality debt advice and casework service to the organisation s clients. The Debt Advice Caseworker will provide mentoring and support to their co-workers, which will help develop their skills and expertise in debt and money management service, ensuring they deliver our clients with the best possible service. A demanding role, whereby the Debt Advice Caseworker will have the ability to understand and deal with complex information. They will work collaboratively with their team, management and external organisations. Flexibility is a key characteristic of all our posts, and the post-holder may be asked to carry out other tasks consistent with the grade from time to time. Requirements To be appointed as a Debt Advice Caseworker, you will need to have: 1. Knowledge and experience of complex debt casework, covering priority and non-priority debt advice, options and insolvency solutions. OR To be appointed as a Trainee Money Advice Caseworker, you will need to have knowledge of advice areas and money advice issues and have experience of giving advice. We re not looking for the finished article, if you have the right attitude then we can help to develop your skills. 2. Experience of achieving performance and quality targets/KPIs. 3. Ability and willingness to undertake training and development to comply with Money and Pensions Service and Citizens Advice quality standards. 4. Effective oral/written communication skills and be numerate to the level required by the tasks. 5. Ability to prioritise own work, meet deadlines, manage workload and targets in a pressured environment. 6. An ordered approach to casework and an ability and willingness to follow and develop agreed procedures. 7. IT literacy with an ability to use software packages including Microsoft Office products in the provision of advice and preparation of formal written materials. 8. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively. 9. Ability and willingness to work as part of a team. 10. Understanding of and commitment to the aims and principles of the Citizens Advice service and its equalities and diversity policy 11. Ability to work across different sites within Liverpool. 12. Institute of Money Advisers Certificate in Money Advice Practice or MaPS Caseworker accreditation equivalent. Equality and Diversity: All staff members are expected to demonstrate a commitment to equality and diversity. We recognize and celebrate the positive value of diversity, promote equality and challenge discrimination. Responsibilities: Provide a casework service covering the full range of debt and money management advice, including debt relief orders, bankruptcy, and debt management plans. Deliver our service by a range of methods required, including telephone/digital channels, drop-in sessions, appointments, outreach work, and home visits. Act for clients where necessary; this includes drafting letters, budgets, financial statements, and negotiating with third parties. Ensure income maximisation through the take up of appropriate welfare benefits. Prepare and present cases to statutory bodies, tribunals, and courts when required. Assist clients with issues, where they may be an integral part of a case, and refer them to the appropriate agencies and advisers. Maintain standards of service delivery and ensure that casework conforms to the Citizens Advice membership requirements, the Advice Quality Standard, and the Money and Pensions Service Advice Quality Framework. Comply with systems for monitoring and reporting purposes. Work collaboratively with colleagues to ensure that the service area meets key performance indicators and targets. Assist in the smooth running of the organisation and provide emergency cover for other parts of the service when necessary. Analyse and interpret complex information, communicating this effectively in writing with particular emphasis on negotiation and representation. About us Citizens Advice Liverpool is a charity that provides free, confidential and impartial advice to people who live and work in the city. We depend on a workforce of paid staff and over 120 trained volunteers. We give people the knowledge and the confidence they need to find their way forward whoever they are, and whatever their problem. We are the leading provider of advice and advocacy services in Liverpool and have helped clients with over 106,000 issues in 2022/2023. CAL have achieved accreditation with the Workplace Wellbeing Charter, showing we are committed to improving the health and wellbeing of our workforce. We've also gained an award for outstanding contribution by an employer to workplace health and wellbeing 2022 by Merseycare NHS Foundation Trust. We've gained awards from Citizens Advice National recognising our Advising Margainalised Communities Team for championing equity, diversity and inclusion in both 2021 and 2021. We were also named volunteer team of the year in 2022.
Business Development - Regional Head We're growing and want you to be a part of our journey. Reporting into the Head of Distribution, the Business Development Regional Head will be responsible for driving the growth of Isio's investment management (DFM) solutions within their region by building and maintaining strong relationships with UK financial advisers, identifying new business opportunities, and delivering tailored investment solutions to meet the adviser's needs. This role will focus on achieving business growth targets while ensuring exceptional client service and compliance with regulatory standards. Role and Responsibilities Business Development Identify and develop new opportunities to distribute investment management services, primarily to UK financial advisers. Build and maintain a robust pipeline of prospective client firms through networking and strategic outreach. Client Relationship Management Build and nurture long term relationships with intermediary firms, supporting them in the delivery of their investment proposition for clients. Sales & Marketing Strategy Execution Develop and implement sales strategies to meet revenue targets and business objectives. Use data driven insights to tailor sales approaches and solutions. To contribute to and help implement the marketing strategy plan To raise the profile of the firm and be an ambassador in all channels including networking events, investment seminars, CPD training events, sponsorships, conferences, LinkedIn etc. Work with internal teams (e.g. Private Wealth, pensions consulting etc.) to cross sell services where possible. Market Expertise Stay up to date with market trends, macro events, regulatory changes, and competitor activity. Provide insights into client needs and market demands to inform proposition development and service offerings. Compliance and Risk Management Ensure all activities comply with relevant regulations, including FCA standards. Maintain accurate records of adviser relationships including adviser due diligence Key Performance Indicators (KPI's) Achievement of individual and team sales targets. Growth in client base and assets under management (AUM). Compliance with regulatory requirements. Contribution to wider firm initiatives Key Skills & Experience Sales and Negotiation Skills: Proven ability to close deals and meet or exceed sales targets. Client-Centric Approach: Strong interpersonal skills with the ability to build trust and long term relationships. The candidate will need to be proactive, a self starter, highly motivated, articulate and confident in presenting Market Knowledge: Deep understanding of wealth management products, investment options, and financial planning. Commercial Acumen: Ability to identify and capitalise on profitable opportunities. Regulatory Awareness: Familiarity with UK financial regulations, including FCA requirements. Team Collaboration: Ability to work effectively with cross functional teams to deliver client solutions. Professional qualifications (e.g., CISI Wealth Management, CII Diploma in Financial Planning, or equivalent) preferred. Proven track record in DFM, fund management or platform sales, or in a relevant wealth management role Strong IT skills, including CRM systems and financial planning tools. Demonstrated Commitment to our Core Purpose Power in Partnership: We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First: We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice. What we offer you Isio is a people business, and we're committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that'll be available to you will enable you to do this. You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits. About Isio Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience. Isio is built by challengers, innovators and forward thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us - valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email
Feb 26, 2026
Full time
Business Development - Regional Head We're growing and want you to be a part of our journey. Reporting into the Head of Distribution, the Business Development Regional Head will be responsible for driving the growth of Isio's investment management (DFM) solutions within their region by building and maintaining strong relationships with UK financial advisers, identifying new business opportunities, and delivering tailored investment solutions to meet the adviser's needs. This role will focus on achieving business growth targets while ensuring exceptional client service and compliance with regulatory standards. Role and Responsibilities Business Development Identify and develop new opportunities to distribute investment management services, primarily to UK financial advisers. Build and maintain a robust pipeline of prospective client firms through networking and strategic outreach. Client Relationship Management Build and nurture long term relationships with intermediary firms, supporting them in the delivery of their investment proposition for clients. Sales & Marketing Strategy Execution Develop and implement sales strategies to meet revenue targets and business objectives. Use data driven insights to tailor sales approaches and solutions. To contribute to and help implement the marketing strategy plan To raise the profile of the firm and be an ambassador in all channels including networking events, investment seminars, CPD training events, sponsorships, conferences, LinkedIn etc. Work with internal teams (e.g. Private Wealth, pensions consulting etc.) to cross sell services where possible. Market Expertise Stay up to date with market trends, macro events, regulatory changes, and competitor activity. Provide insights into client needs and market demands to inform proposition development and service offerings. Compliance and Risk Management Ensure all activities comply with relevant regulations, including FCA standards. Maintain accurate records of adviser relationships including adviser due diligence Key Performance Indicators (KPI's) Achievement of individual and team sales targets. Growth in client base and assets under management (AUM). Compliance with regulatory requirements. Contribution to wider firm initiatives Key Skills & Experience Sales and Negotiation Skills: Proven ability to close deals and meet or exceed sales targets. Client-Centric Approach: Strong interpersonal skills with the ability to build trust and long term relationships. The candidate will need to be proactive, a self starter, highly motivated, articulate and confident in presenting Market Knowledge: Deep understanding of wealth management products, investment options, and financial planning. Commercial Acumen: Ability to identify and capitalise on profitable opportunities. Regulatory Awareness: Familiarity with UK financial regulations, including FCA requirements. Team Collaboration: Ability to work effectively with cross functional teams to deliver client solutions. Professional qualifications (e.g., CISI Wealth Management, CII Diploma in Financial Planning, or equivalent) preferred. Proven track record in DFM, fund management or platform sales, or in a relevant wealth management role Strong IT skills, including CRM systems and financial planning tools. Demonstrated Commitment to our Core Purpose Power in Partnership: We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First: We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice. What we offer you Isio is a people business, and we're committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that'll be available to you will enable you to do this. You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits. About Isio Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience. Isio is built by challengers, innovators and forward thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us - valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email
Since 1899, Birmingham Settlement has been working to create opportunity and choice connecting and empowering people through action, activities, and shared learning to build and sustain wellbeing for all. Debt & Welfare Benefits Adviser Salary: £30,000 pa 35 hours per week, 25 days A/L + contributory pension scheme Birmingham Settlement has an opportunity to join our Money Advice Team as an experienced Debt & Welfare Benefits Adviser. As an experienced Debt & Welfare Benefits Adviser you will already have a background in providing effective, high-quality debt and welfare benefits advice to a wide range of clients in differing circumstance. Based at our Newtown office with outreach work in other areas of the city, you will be adaptable with excellent communication skills, flexibility, and the ability to manage your own workload. You will be joining a long established and professional Money Advice Team providing specialist advice with a holistic approach that covers all areas of debt and welfare benefit along with training to build and continually improve money management and financial capability. This is a great opportunity to join a progressive charity making a real difference to people s lives see our website. For an informal discussion about the roles call Theresa Gniadkowski, Birmingham Settlement Sports & Community Centre, For an application pack visit our website, email us or write to Human Resources, Birmingham Settlement Sports & Community Centre, 600 Kingstanding Road, Kingstanding, Birmingham, B44 9SH Closing date for applications: Thursday 26th March 2026 at 5pm Interviews: Wednesday 1st April 2026 Birmingham Settlement is committed to Equality of Opportunity and welcomes applications from all sections of the community. Registered charity number 517303
Feb 26, 2026
Full time
Since 1899, Birmingham Settlement has been working to create opportunity and choice connecting and empowering people through action, activities, and shared learning to build and sustain wellbeing for all. Debt & Welfare Benefits Adviser Salary: £30,000 pa 35 hours per week, 25 days A/L + contributory pension scheme Birmingham Settlement has an opportunity to join our Money Advice Team as an experienced Debt & Welfare Benefits Adviser. As an experienced Debt & Welfare Benefits Adviser you will already have a background in providing effective, high-quality debt and welfare benefits advice to a wide range of clients in differing circumstance. Based at our Newtown office with outreach work in other areas of the city, you will be adaptable with excellent communication skills, flexibility, and the ability to manage your own workload. You will be joining a long established and professional Money Advice Team providing specialist advice with a holistic approach that covers all areas of debt and welfare benefit along with training to build and continually improve money management and financial capability. This is a great opportunity to join a progressive charity making a real difference to people s lives see our website. For an informal discussion about the roles call Theresa Gniadkowski, Birmingham Settlement Sports & Community Centre, For an application pack visit our website, email us or write to Human Resources, Birmingham Settlement Sports & Community Centre, 600 Kingstanding Road, Kingstanding, Birmingham, B44 9SH Closing date for applications: Thursday 26th March 2026 at 5pm Interviews: Wednesday 1st April 2026 Birmingham Settlement is committed to Equality of Opportunity and welcomes applications from all sections of the community. Registered charity number 517303
Insurance Advisor Growing Local Employer Hybrid Working Are you a confident communicator with a passion for building relationships and helping people make informed decisions? Do you thrive in a consultative sales environment where your efforts directly impact your success? If so, we have an exciting opportunity for you! We're working with a highly respected, locally rooted firm that has built a strong reputation for excellence, integrity, and community involvement. With decades of experience and a loyal client base, they're now looking to expand their team with a dynamic Insurance Adviser who can drive business development and deliver outstanding client service. Job Title: Insurance Advisor Location: Taunton, Somerset (Hybrid role) HYBRID WORKING - Please note that during probation you will need to work full time in the Taunton office, once probation has been passed you will be required to work in the office 2/3 days per week. Salary: Up to 30,000 PA DOE, with OTE of circa 35,000 PA Hours: 35 hours per week, Monday to Friday Benefits: 28 days annual leave plus Bank Holidays, additional day off for your birthday, Group Personal Pension, Bonus Scheme, an array of health and wellbeing benefits, enhanced sick pay and parental leave, support and funding toward study and professional qualification, paid time off for volunteering. What You'll Be Doing: Engaging with new and existing clients to understand their insurance needs Providing tailored advice and solutions across a range of personal and commercial insurance products Building long-term relationships through trust, expertise, and proactive communication Identifying opportunities to grow the client base through networking, referrals, and outreach Working closely with a supportive team of professionals in a collaborative environment What We're Looking For: Ideally, insurance experience, however, if you have experience in a similar regulatory sector then this may also be considered. A natural relationship builder with excellent interpersonal and communication skills Self-motivated, target-driven, and comfortable working independently Ideally Cert CII qualified or willing to work towards it (support provided) A genuine interest in helping people protect what matters most to them Why Join? Be part of a well-established and reputable local employer known for investing in its people Enjoy a positive, team-oriented culture with strong leadership and clear values Access to professional development, training, and career progression opportunities This is more than just a job - it's a chance to grow your career with a company that values your contribution and supports your success. How to apply: Please apply online or send your CV to (url removed). To discuss the opportunity prior to application please call Vicky on (phone number removed) or email (url removed). Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Feb 23, 2026
Full time
Insurance Advisor Growing Local Employer Hybrid Working Are you a confident communicator with a passion for building relationships and helping people make informed decisions? Do you thrive in a consultative sales environment where your efforts directly impact your success? If so, we have an exciting opportunity for you! We're working with a highly respected, locally rooted firm that has built a strong reputation for excellence, integrity, and community involvement. With decades of experience and a loyal client base, they're now looking to expand their team with a dynamic Insurance Adviser who can drive business development and deliver outstanding client service. Job Title: Insurance Advisor Location: Taunton, Somerset (Hybrid role) HYBRID WORKING - Please note that during probation you will need to work full time in the Taunton office, once probation has been passed you will be required to work in the office 2/3 days per week. Salary: Up to 30,000 PA DOE, with OTE of circa 35,000 PA Hours: 35 hours per week, Monday to Friday Benefits: 28 days annual leave plus Bank Holidays, additional day off for your birthday, Group Personal Pension, Bonus Scheme, an array of health and wellbeing benefits, enhanced sick pay and parental leave, support and funding toward study and professional qualification, paid time off for volunteering. What You'll Be Doing: Engaging with new and existing clients to understand their insurance needs Providing tailored advice and solutions across a range of personal and commercial insurance products Building long-term relationships through trust, expertise, and proactive communication Identifying opportunities to grow the client base through networking, referrals, and outreach Working closely with a supportive team of professionals in a collaborative environment What We're Looking For: Ideally, insurance experience, however, if you have experience in a similar regulatory sector then this may also be considered. A natural relationship builder with excellent interpersonal and communication skills Self-motivated, target-driven, and comfortable working independently Ideally Cert CII qualified or willing to work towards it (support provided) A genuine interest in helping people protect what matters most to them Why Join? Be part of a well-established and reputable local employer known for investing in its people Enjoy a positive, team-oriented culture with strong leadership and clear values Access to professional development, training, and career progression opportunities This is more than just a job - it's a chance to grow your career with a company that values your contribution and supports your success. How to apply: Please apply online or send your CV to (url removed). To discuss the opportunity prior to application please call Vicky on (phone number removed) or email (url removed). Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
The Woodland Trust is seeking two Outreach Advisers to develop partnerships with landowners and organisations to provide practical conservation advice and support across Northern Ireland. The Role: • Provide expert technical advice to landowners and farmers on woodland creation, ancient woodland restoration, and sustainable management, ensuring all work aligns with the UK Forestry Standard and Woodland Trust principles. • Lead site-level assessments and surveys to design diverse projects, ranging from small-scale planting and innovative agroforestry to large, landscape-scale conservation schemes. • Guide landowners through funding mechanisms, identifying appropriate grants and support offers to increase confidence and uptake in nature-positive interventions. • Manage the full project lifecycle, including planning, budgeting, contractor oversight, and reporting to ensure delivery is on time and cost-effective. • Build and maintain strong relationships with internal teams and external partners to secure funding and share best practices in wooded habitat innovation. • Utilize GIS and CRM systems to maintain accurate records of site assessments, client contacts, and project progress. • Collaborate across the Trust (Outreach, Estate, Policy, and Comms) to develop new engagement strategies and maximize publicity for conservation successes. • Champion best practices in woodland management, identifying opportunities to demonstrate innovation and communicate these wins to a wider audience. The Candidate: • Experience of working in the land management sector, preferably in woodland conservation, and a working knowledge of land management funding streams including grants. • You have an enthusiasm for the environment and share our core values-Grow Together, Explore, Focus and Make it Count. • Proven ability to successfully manage and deliver landscape-scale projects, including ensuring targets are met on time and within budget. • Experience of overseeing a complex and diverse programme of activity and working as part of a team to ensure it is delivered effectively. • You ll have extensive experience in delivering woodland creation both practically on the ground, and through advising others. You ll also have experience working on landscape scale projects ideally where this engages with individual farmers and landowner, organisations, businesses or councils. • You ll have a collaborative approach, with the ability to work with multiple teams, building relationships with both internal and external stakeholders effectively. • Experience of partnership working, and excellent skills in networking and relationship development and management. • Track record of building and maintaining positive relationships with landowners, partner organisations, contractors and local communities. • The role is based in Northern Ireland and will require travel to sites and offices. A driving licence will be required. Our Organisational Nature enables us to better understand what it means to be part of the Woodland Trust, empowering us to make an impact, every day. We want you to be able to role model our values; Grow Together , Focus , Explore and Make it Count to ensure each of us plays our part in helping to protect, restore and create our woods and trees. Benefits & Wellbeing: Joining our team means you'll be a big part of tackling environmental and climate issues. We take good care of our staff, offering support and training opportunities. We also offer: • Enhanced Employer Pension • Life Assurance • Flexible & Hybrid Working Options • Generous Annual Leave • Enhanced Parental Pay • Employee Assistance Programme Commitment to Diversity & Inclusion: The Woodland Trust embraces diversity and inclusion. We want our team to reflect the UK's diverse community. We support people from all backgrounds to apply, especially those who are under-represented. Application Advice: For fairness we keep our candidates personal details hidden from the hiring managers, we do not ask for your CV at application stage OR so they do not see your CV until shortlisting is completed. Make sure that your Personal Statement clearly shows how your skills and knowledge link to the specifications in the job description and you share with us your passion for the role. Acceptable Use Policy - Artificial Intelligence (AI) We understand that candidates may choose to use AI tools to support their job applications-for example, to help structure or edit written responses. We welcome the use of AI in this way, particularly where it helps improve accessibility, such as for neurodivergent applicants. However, we ask that any information submitted reflects your own experience, skills and understanding. During interviews, candidates are expected to respond independently without the use of AI tools. Interviews will be held via Microsoft Teams.
Feb 03, 2026
Full time
The Woodland Trust is seeking two Outreach Advisers to develop partnerships with landowners and organisations to provide practical conservation advice and support across Northern Ireland. The Role: • Provide expert technical advice to landowners and farmers on woodland creation, ancient woodland restoration, and sustainable management, ensuring all work aligns with the UK Forestry Standard and Woodland Trust principles. • Lead site-level assessments and surveys to design diverse projects, ranging from small-scale planting and innovative agroforestry to large, landscape-scale conservation schemes. • Guide landowners through funding mechanisms, identifying appropriate grants and support offers to increase confidence and uptake in nature-positive interventions. • Manage the full project lifecycle, including planning, budgeting, contractor oversight, and reporting to ensure delivery is on time and cost-effective. • Build and maintain strong relationships with internal teams and external partners to secure funding and share best practices in wooded habitat innovation. • Utilize GIS and CRM systems to maintain accurate records of site assessments, client contacts, and project progress. • Collaborate across the Trust (Outreach, Estate, Policy, and Comms) to develop new engagement strategies and maximize publicity for conservation successes. • Champion best practices in woodland management, identifying opportunities to demonstrate innovation and communicate these wins to a wider audience. The Candidate: • Experience of working in the land management sector, preferably in woodland conservation, and a working knowledge of land management funding streams including grants. • You have an enthusiasm for the environment and share our core values-Grow Together, Explore, Focus and Make it Count. • Proven ability to successfully manage and deliver landscape-scale projects, including ensuring targets are met on time and within budget. • Experience of overseeing a complex and diverse programme of activity and working as part of a team to ensure it is delivered effectively. • You ll have extensive experience in delivering woodland creation both practically on the ground, and through advising others. You ll also have experience working on landscape scale projects ideally where this engages with individual farmers and landowner, organisations, businesses or councils. • You ll have a collaborative approach, with the ability to work with multiple teams, building relationships with both internal and external stakeholders effectively. • Experience of partnership working, and excellent skills in networking and relationship development and management. • Track record of building and maintaining positive relationships with landowners, partner organisations, contractors and local communities. • The role is based in Northern Ireland and will require travel to sites and offices. A driving licence will be required. Our Organisational Nature enables us to better understand what it means to be part of the Woodland Trust, empowering us to make an impact, every day. We want you to be able to role model our values; Grow Together , Focus , Explore and Make it Count to ensure each of us plays our part in helping to protect, restore and create our woods and trees. Benefits & Wellbeing: Joining our team means you'll be a big part of tackling environmental and climate issues. We take good care of our staff, offering support and training opportunities. We also offer: • Enhanced Employer Pension • Life Assurance • Flexible & Hybrid Working Options • Generous Annual Leave • Enhanced Parental Pay • Employee Assistance Programme Commitment to Diversity & Inclusion: The Woodland Trust embraces diversity and inclusion. We want our team to reflect the UK's diverse community. We support people from all backgrounds to apply, especially those who are under-represented. Application Advice: For fairness we keep our candidates personal details hidden from the hiring managers, we do not ask for your CV at application stage OR so they do not see your CV until shortlisting is completed. Make sure that your Personal Statement clearly shows how your skills and knowledge link to the specifications in the job description and you share with us your passion for the role. Acceptable Use Policy - Artificial Intelligence (AI) We understand that candidates may choose to use AI tools to support their job applications-for example, to help structure or edit written responses. We welcome the use of AI in this way, particularly where it helps improve accessibility, such as for neurodivergent applicants. However, we ask that any information submitted reflects your own experience, skills and understanding. During interviews, candidates are expected to respond independently without the use of AI tools. Interviews will be held via Microsoft Teams.
