Finance Manager - £55,000 / £70,000 - Wokingham - Hybrid Working About the ClientWade Macdonald are currently working with a well-established organisation operating across the UK and Ireland as part of a wider global network. The organisation has a medium-sized finance team and places strong emphasis on collaboration across departments, with regular interaction with a Shared Service Centre to ensure smooth financial operations and effective processes. Their culture is rooted in respect, integrity, and a commitment to excellence in everything they do, with teams working closely together to maintain high standards and deliver consistent results across the business. About the JobThis role leads the Accounts Receivable and Payables activities for the UK and Ireland operations, alongside oversight of local treasury processes. You will manage a team responsible for debtor management, payment processing and compliance, ensuring financial processes operate efficiently while maintaining strong stakeholder relationships internally and externally. The position also contributes to leadership discussions within the finance function and supports continuous improvement initiatives. Duties will include: Managing the Accounts Receivable function, overseeing a substantial debtor ledger and supporting healthy cash flow. Leading and developing a team responsible for credit control and receivables activities. Reducing financial risk by maintaining accurate customer data, monitoring credit exposure and strengthening customer relationships. Working closely with commercial, supply chain and customer service teams to resolve billing and payment queries. Reviewing credit-held orders and making recommendations regarding approvals or restrictions. Coordinating reporting and communication with credit insurers and brokers, including annual credit reviews and risk classifications. Overseeing payables processes to ensure documentation, authorisations and payments are handled accurately and in line with policy. Monitoring purchasing card and corporate card usage, ensuring spend aligns with internal guidelines. Acting as the key liaison with the Global Business Services team to ensure service levels and query resolution remain effective. Managing operational treasury activities such as short-term cash flow forecasting and reporting. Reviewing financial results related to receivables, payables and treasury, providing commentary and risk insights to senior stakeholders. Maintaining ownership of expenses policies and ensuring alignment with relevant tax and regulatory requirements. Coaching and supporting team members while ensuring continuity across key finance processes. About the Successful ApplicantThe ideal candidate will hold a professional accounting qualification (AAT, ACCA, CIMA, ACA or equivalent) and bring strong experience across accounts receivable, payables and treasury processes within a finance environment. You will be confident managing teams, working with ERP systems such as SAP, and collaborating with stakeholders across multiple departments. Strong communication skills, attention to detail and commercial awareness are essential. What You Will Receive in ReturnIn return, you will join a globally connected organisation offering a collaborative working environment and strong exposure to finance leadership. The role provides the opportunity to lead a key finance function, influence operational processes and contribute to wider business initiatives. Alongside a competitive package, the organisation offers hybrid working, a car allowance, bonus scheme, a supportive team culture and opportunities for professional development and career progression.
Mar 10, 2026
Full time
Finance Manager - £55,000 / £70,000 - Wokingham - Hybrid Working About the ClientWade Macdonald are currently working with a well-established organisation operating across the UK and Ireland as part of a wider global network. The organisation has a medium-sized finance team and places strong emphasis on collaboration across departments, with regular interaction with a Shared Service Centre to ensure smooth financial operations and effective processes. Their culture is rooted in respect, integrity, and a commitment to excellence in everything they do, with teams working closely together to maintain high standards and deliver consistent results across the business. About the JobThis role leads the Accounts Receivable and Payables activities for the UK and Ireland operations, alongside oversight of local treasury processes. You will manage a team responsible for debtor management, payment processing and compliance, ensuring financial processes operate efficiently while maintaining strong stakeholder relationships internally and externally. The position also contributes to leadership discussions within the finance function and supports continuous improvement initiatives. Duties will include: Managing the Accounts Receivable function, overseeing a substantial debtor ledger and supporting healthy cash flow. Leading and developing a team responsible for credit control and receivables activities. Reducing financial risk by maintaining accurate customer data, monitoring credit exposure and strengthening customer relationships. Working closely with commercial, supply chain and customer service teams to resolve billing and payment queries. Reviewing credit-held orders and making recommendations regarding approvals or restrictions. Coordinating reporting and communication with credit insurers and brokers, including annual credit reviews and risk classifications. Overseeing payables processes to ensure documentation, authorisations and payments are handled accurately and in line with policy. Monitoring purchasing card and corporate card usage, ensuring spend aligns with internal guidelines. Acting as the key liaison with the Global Business Services team to ensure service levels and query resolution remain effective. Managing operational treasury activities such as short-term cash flow forecasting and reporting. Reviewing financial results related to receivables, payables and treasury, providing commentary and risk insights to senior stakeholders. Maintaining ownership of expenses policies and ensuring alignment with relevant tax and regulatory requirements. Coaching and supporting team members while ensuring continuity across key finance processes. About the Successful ApplicantThe ideal candidate will hold a professional accounting qualification (AAT, ACCA, CIMA, ACA or equivalent) and bring strong experience across accounts receivable, payables and treasury processes within a finance environment. You will be confident managing teams, working with ERP systems such as SAP, and collaborating with stakeholders across multiple departments. Strong communication skills, attention to detail and commercial awareness are essential. What You Will Receive in ReturnIn return, you will join a globally connected organisation offering a collaborative working environment and strong exposure to finance leadership. The role provides the opportunity to lead a key finance function, influence operational processes and contribute to wider business initiatives. Alongside a competitive package, the organisation offers hybrid working, a car allowance, bonus scheme, a supportive team culture and opportunities for professional development and career progression.
Exclusive Role: Senior Underwriter - Professional Indemnity Facultative Reinsurer City of London I am currently partnered exclusively with a leading reinsurer who are seeking a Senior Underwriter to join their Casualty Facultative division. This role will be Underwriting Financial Lines on a Facultative basis, with involvement in Pricing and developing new cedant market opportunities. My client is looking for someone with a technical understanding of Financial Lines products including; PI, MedMal, FI & D&O from a commercial view, with a strong track record in growing a substantial portfolio. Key Responsibilities Building and expanding a profitable portfolio of Financial Lines Facultative business for cedents in the UK and Ireland, written on both a single-risk and bundled basis. Promoting and marketing of the Casualty Facultative product directly (non-brokered) to both prospective and existing cedent clients. Underwriting, pricing, structuring, and negotiating individual facultative risks, bundled reinsurance schemes, programmes, and delegated authority arrangements across Financial Lines and the broader Cas Fac product range. Serving as a central technical underwriting resource for Financial Lines within the London branch and across the wider International Cas Fac network. JBRP1_UKTJ
Mar 10, 2026
Full time
Exclusive Role: Senior Underwriter - Professional Indemnity Facultative Reinsurer City of London I am currently partnered exclusively with a leading reinsurer who are seeking a Senior Underwriter to join their Casualty Facultative division. This role will be Underwriting Financial Lines on a Facultative basis, with involvement in Pricing and developing new cedant market opportunities. My client is looking for someone with a technical understanding of Financial Lines products including; PI, MedMal, FI & D&O from a commercial view, with a strong track record in growing a substantial portfolio. Key Responsibilities Building and expanding a profitable portfolio of Financial Lines Facultative business for cedents in the UK and Ireland, written on both a single-risk and bundled basis. Promoting and marketing of the Casualty Facultative product directly (non-brokered) to both prospective and existing cedent clients. Underwriting, pricing, structuring, and negotiating individual facultative risks, bundled reinsurance schemes, programmes, and delegated authority arrangements across Financial Lines and the broader Cas Fac product range. Serving as a central technical underwriting resource for Financial Lines within the London branch and across the wider International Cas Fac network. JBRP1_UKTJ
Introduction At Pen, we dont just underwrite risk, we unlock possibility.Were a dynamic underwriting and distribution business backed by the strength of Gallagher and powered by a belief that every challenge has a solution. With entrepreneurial energy, niche expertise, and a bold growth mindset, were transforming what it means to be an MGA in todays insurance landscape.Whether youre shaping new products, solving complex problems, or collaborating across teams, your ideas and initiative will help deliver smarter solutions for our clientsand move the industry forward. Here, agility meets stability. Creativity meets execution. And your career meets real opportunity. At Pen, we champion innovation, value accountability, and thrive on building something better together. If youre looking to join a team thats rewriting the future of underwriting, wed love to hear from you. Overview Pen Underwriting is looking for an experienced Renewable Energy Underwriter to join the Hazardous Goods & Environmental team and help us grow our renewable energy insurance portfolio based in Leatherhead. This isa great opportunityto use your technicalexpertise, build strong broker relationships, and contribute to our success. Ifyourepassionate about underwriting and want to make a difference in the renewable energy sector,wedlove to hear from you. How you'll make an impact Provide technical underwriting?expertise?across all Renewable Energy lines, including?anaerobic digestion,?wind, solar, and other sustainable energy projects.? Work closely with brokers to build strong relationships and provide tailored solutions. Contribute to the innovation and?future-proofing?of Renewable Energy products, ensuring competitiveness and alignment with market trends.? Mentoring junior underwriters and staying ahead of market trendsandhelp shape the future of renewable energy insurance. Underwriting new and existing renewable energy business. Collaborate with the Head of Renewable Energy for process improvements and policy updates.? Supporting product innovation and pricing strategies. Ensure compliance with all relevant regulations and governance frameworks, including FCA requirements and renewable energy-specific standards.? Support Fair Value Assessments (FVA), Consumer Duty compliance, and other key conduct-related initiatives.? About You Experience in renewable energy underwriting. Experience managing a scheme or portfolio is a plus. Strong communicationand relationship-building skills. A proactive and collaborative approach to work. Knowledge of Microsoft Word, Excel, and PowerPoint. The right to work in the UK. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits youll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to buy extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, well cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and its embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Dont worry, were here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If youd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as protected characteristics) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. JBRP1_UKTJ
Mar 10, 2026
Full time
Introduction At Pen, we dont just underwrite risk, we unlock possibility.Were a dynamic underwriting and distribution business backed by the strength of Gallagher and powered by a belief that every challenge has a solution. With entrepreneurial energy, niche expertise, and a bold growth mindset, were transforming what it means to be an MGA in todays insurance landscape.Whether youre shaping new products, solving complex problems, or collaborating across teams, your ideas and initiative will help deliver smarter solutions for our clientsand move the industry forward. Here, agility meets stability. Creativity meets execution. And your career meets real opportunity. At Pen, we champion innovation, value accountability, and thrive on building something better together. If youre looking to join a team thats rewriting the future of underwriting, wed love to hear from you. Overview Pen Underwriting is looking for an experienced Renewable Energy Underwriter to join the Hazardous Goods & Environmental team and help us grow our renewable energy insurance portfolio based in Leatherhead. This isa great opportunityto use your technicalexpertise, build strong broker relationships, and contribute to our success. Ifyourepassionate about underwriting and want to make a difference in the renewable energy sector,wedlove to hear from you. How you'll make an impact Provide technical underwriting?expertise?across all Renewable Energy lines, including?anaerobic digestion,?wind, solar, and other sustainable energy projects.? Work closely with brokers to build strong relationships and provide tailored solutions. Contribute to the innovation and?future-proofing?of Renewable Energy products, ensuring competitiveness and alignment with market trends.? Mentoring junior underwriters and staying ahead of market trendsandhelp shape the future of renewable energy insurance. Underwriting new and existing renewable energy business. Collaborate with the Head of Renewable Energy for process improvements and policy updates.? Supporting product innovation and pricing strategies. Ensure compliance with all relevant regulations and governance frameworks, including FCA requirements and renewable energy-specific standards.? Support Fair Value Assessments (FVA), Consumer Duty compliance, and other key conduct-related initiatives.? About You Experience in renewable energy underwriting. Experience managing a scheme or portfolio is a plus. Strong communicationand relationship-building skills. A proactive and collaborative approach to work. Knowledge of Microsoft Word, Excel, and PowerPoint. The right to work in the UK. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits youll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to buy extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, well cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and its embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Dont worry, were here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If youd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as protected characteristics) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. JBRP1_UKTJ
Do you thrive in a fast-paced environment and are passionate about exceeding expectations? Are you a proven leader with a record of leading and building high-performing teams? If so, Diaspora Insurance seeks someone qualified to join our dynamic team as an Operations and Administration Manager! Destiny Finance Ltd t/a Diaspora Insurance is a consultancy firm based in Birmingham, United Kingdom, that specialises in the designing, marketing and distribution of insurance products & risk management solutions targeted at foreign nationals living and working in developed markets like the UK, EU, North America, Canada, Australia & New Zealand. You will be joining a dynamic and ambitious firm focused on making a huge impact on expatriate communities in terms of managing their insurable risks. About The Role The Operations & Admin Manager (OAM) reports to the Channels Director. This role is critical in ensuring that all processes are efficient, compliant, and aligned with the company's strategic goals. The Insurance Operations Manager will be responsible for managing teams, streamlining workflows, and ensuring customer satisfaction while adhering to industry regulations. They will oversee the daily operations of Diaspora Insurance, enforce company policies, ensure smooth functioning of administrative processes and efficient delivery of services to clients and all stakeholders. They are jointly responsible for managing budgets, implementing policies and procedures, and supervising staff. This role involves coordinating stakeholders, service providers, department heads and managers, conducting audits, and providing administrative support to company directors. Key Responsibilities of an Insurance Operations and Administration Manager: Overseeing daily operations: This includes ensuring all departments are running smoothly and efficiently. Client acquisition, that is, from pre-sale engagements, onboarding processes and systems to post-sale customer service, including claims management. Asset management, including all fixed assets and movable ones like cars (register, service tracking, insurance, car trackers, etc.), laptops, mobile phones, tablets, cameras, and merchandise, where stock control and tracking are critical. Diaspora Insurance House building management - contractors and service providers management, building systems (fire, security, insurance, etc.) management, supplies management, expenditure control Diaspora Insurance House building usage - optimal office space allocation, including office events approval, coordination and management Liaise and co-ordinate with line managers or heads of departments to review duties and understand business units' functions, align business processes, and enhance operational efficiency. Managing budgets and expenditures: Reviewing and monitoring financial performance, preparing operational plans, and ensuring adherence to budgetary allocations. Creating systems to discourage unplanned expenditure and accountability for money spent. Creating expenditure approval structure and levels Implementing policies and procedures: Developing and/or enforcing all approved company policies and procedures to ensure consistency and compliance. Assessing and recommending areas that need improvement and policing Supervising staff: Participate in hiring, training, and managing staff to ensure they are performing their duties effectively and adhering to company policies. Supporting human resources management and optimal deployment Overseeing HR systems, including staff rota and attendance in liaison with line managers Providing administrative support: Assisting with administrative tasks, such as coordinating with partners and stakeholders, performing file audits, and offering administrative support to company directors. Managing client relationships: Acting as a liaison between clients, service providers, stakeholders, and internal teams to ensure smooth operations and address client concerns. Ensuring compliance: Monitoring compliance with relevant regulations and policies in liaison with Compliance Department and making sure we have a system to log and track all key tasks in the Compliance Department. Client communication: Communicating with clients, brokers, and other stakeholders to address inquiries, resolve issues, and ensure client satisfaction. Ensuring we have a system to log and track all tasks within the system and HR infrastructure, as well as actual customer support in the Customer Care Department. Finance & Accounts Department: Making sure we have a system to log and track all tasks on the system and hr. infrastructure, and actual day-to-day work and submissions in the Finance & Accounts Dept. Liaising with the Finance Manager to make sure systems are in place to monitor and produce all relevant reports Specific tasks within the insurance industry: Claims management: Overseeing the claims process, including verifying coverage, processing claims, and ensuring compliance with policies and regulations. Policy management: Managing policy documents, tracking policy alterations, and preparing application and administrative records. Underwriting operations: Processing underwriting
Mar 08, 2026
Full time
Do you thrive in a fast-paced environment and are passionate about exceeding expectations? Are you a proven leader with a record of leading and building high-performing teams? If so, Diaspora Insurance seeks someone qualified to join our dynamic team as an Operations and Administration Manager! Destiny Finance Ltd t/a Diaspora Insurance is a consultancy firm based in Birmingham, United Kingdom, that specialises in the designing, marketing and distribution of insurance products & risk management solutions targeted at foreign nationals living and working in developed markets like the UK, EU, North America, Canada, Australia & New Zealand. You will be joining a dynamic and ambitious firm focused on making a huge impact on expatriate communities in terms of managing their insurable risks. About The Role The Operations & Admin Manager (OAM) reports to the Channels Director. This role is critical in ensuring that all processes are efficient, compliant, and aligned with the company's strategic goals. The Insurance Operations Manager will be responsible for managing teams, streamlining workflows, and ensuring customer satisfaction while adhering to industry regulations. They will oversee the daily operations of Diaspora Insurance, enforce company policies, ensure smooth functioning of administrative processes and efficient delivery of services to clients and all stakeholders. They are jointly responsible for managing budgets, implementing policies and procedures, and supervising staff. This role involves coordinating stakeholders, service providers, department heads and managers, conducting audits, and providing administrative support to company directors. Key Responsibilities of an Insurance Operations and Administration Manager: Overseeing daily operations: This includes ensuring all departments are running smoothly and efficiently. Client acquisition, that is, from pre-sale engagements, onboarding processes and systems to post-sale customer service, including claims management. Asset management, including all fixed assets and movable ones like cars (register, service tracking, insurance, car trackers, etc.), laptops, mobile phones, tablets, cameras, and merchandise, where stock control and tracking are critical. Diaspora Insurance House building management - contractors and service providers management, building systems (fire, security, insurance, etc.) management, supplies management, expenditure control Diaspora Insurance House building usage - optimal office space allocation, including office events approval, coordination and management Liaise and co-ordinate with line managers or heads of departments to review duties and understand business units' functions, align business processes, and enhance operational efficiency. Managing budgets and expenditures: Reviewing and monitoring financial performance, preparing operational plans, and ensuring adherence to budgetary allocations. Creating systems to discourage unplanned expenditure and accountability for money spent. Creating expenditure approval structure and levels Implementing policies and procedures: Developing and/or enforcing all approved company policies and procedures to ensure consistency and compliance. Assessing and recommending areas that need improvement and policing Supervising staff: Participate in hiring, training, and managing staff to ensure they are performing their duties effectively and adhering to company policies. Supporting human resources management and optimal deployment Overseeing HR systems, including staff rota and attendance in liaison with line managers Providing administrative support: Assisting with administrative tasks, such as coordinating with partners and stakeholders, performing file audits, and offering administrative support to company directors. Managing client relationships: Acting as a liaison between clients, service providers, stakeholders, and internal teams to ensure smooth operations and address client concerns. Ensuring compliance: Monitoring compliance with relevant regulations and policies in liaison with Compliance Department and making sure we have a system to log and track all key tasks in the Compliance Department. Client communication: Communicating with clients, brokers, and other stakeholders to address inquiries, resolve issues, and ensure client satisfaction. Ensuring we have a system to log and track all tasks within the system and HR infrastructure, as well as actual customer support in the Customer Care Department. Finance & Accounts Department: Making sure we have a system to log and track all tasks on the system and hr. infrastructure, and actual day-to-day work and submissions in the Finance & Accounts Dept. Liaising with the Finance Manager to make sure systems are in place to monitor and produce all relevant reports Specific tasks within the insurance industry: Claims management: Overseeing the claims process, including verifying coverage, processing claims, and ensuring compliance with policies and regulations. Policy management: Managing policy documents, tracking policy alterations, and preparing application and administrative records. Underwriting operations: Processing underwriting
Position - Private Clients Account Manager (Insurance) Location - Orpington Salary - Negotiable plus benefits Overview We are currently looking for a Private Clients Account Manager to join the professional and welcoming insurance team in Orpington. At our Orpington office we offer high quality, specialist insurance products to Personal and Commercial clients throughout the UK. We have sustained one of the highest customer satisfaction and retention rates within the industry by focusing on the precise needs of our clients. In this position you will be offering and renewing insurance contracts for Private Clients that typically include clients with significant wealth and assets that need bespoke as well as standard covers. As an Executive you will manage an existing book of insurance business dealing with new enquiries to expand the company client base. Working alongside likeminded and experienced insurance brokers and managers this is a long term opportunity with a 'forever company' that will provide career progression and security. Responsibilities & Duties Proactively managing client insurance requirements across their portfolio's including renewals, additional quotations, mid term adjustments and associated pieces Ensure all client data is up to date and accurate on Acturis Negotiating with underwriters and ensuring all documentation is correct prior to issuing Working with colleagues on a collaborative basis to ensure all clients (including ones not in your portfolio) are provided with a high level of service. Undertaking due diligence checks on potential customers Assisting with credit control where required Building strong working relationships with stakeholders (both internally and externally) Assisting the directors with larger more complex cases as required Achieve New Business / Retention targets Attending face to face client meetings / attending surveys Will be responsible for taking over a book to HNW/UHNW - predominantly household / partial motor What's on offer A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.) Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation). Full support for your professional development (including fully funded qualifications) Your Experience Strong working knowledge of the Private Client Insurance landscape, which should include exposure to HNW Portfolio's, home, motor, fine art and jewellery/watches A proven track record of dealing with Ultra High Net Worth Clients You 'll have a rounded skill set that includes high level communication (both written and verbal), negotiation, administrative and IT skills coupled with working knowledge of MS Office products Exposure to Insurance broking platforms (Acturis) would be beneficial but not essential as full training will be provided A full driving licence would be required The candidate will also be CERT CII qualified, or part qualified with the desire to complete. Strong negotiation skills Ability to work alone and as part of a team High attention to detail Form and develop strong insurer and client relationships Time management and organisational skills
Mar 08, 2026
Full time
Position - Private Clients Account Manager (Insurance) Location - Orpington Salary - Negotiable plus benefits Overview We are currently looking for a Private Clients Account Manager to join the professional and welcoming insurance team in Orpington. At our Orpington office we offer high quality, specialist insurance products to Personal and Commercial clients throughout the UK. We have sustained one of the highest customer satisfaction and retention rates within the industry by focusing on the precise needs of our clients. In this position you will be offering and renewing insurance contracts for Private Clients that typically include clients with significant wealth and assets that need bespoke as well as standard covers. As an Executive you will manage an existing book of insurance business dealing with new enquiries to expand the company client base. Working alongside likeminded and experienced insurance brokers and managers this is a long term opportunity with a 'forever company' that will provide career progression and security. Responsibilities & Duties Proactively managing client insurance requirements across their portfolio's including renewals, additional quotations, mid term adjustments and associated pieces Ensure all client data is up to date and accurate on Acturis Negotiating with underwriters and ensuring all documentation is correct prior to issuing Working with colleagues on a collaborative basis to ensure all clients (including ones not in your portfolio) are provided with a high level of service. Undertaking due diligence checks on potential customers Assisting with credit control where required Building strong working relationships with stakeholders (both internally and externally) Assisting the directors with larger more complex cases as required Achieve New Business / Retention targets Attending face to face client meetings / attending surveys Will be responsible for taking over a book to HNW/UHNW - predominantly household / partial motor What's on offer A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.) Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation). Full support for your professional development (including fully funded qualifications) Your Experience Strong working knowledge of the Private Client Insurance landscape, which should include exposure to HNW Portfolio's, home, motor, fine art and jewellery/watches A proven track record of dealing with Ultra High Net Worth Clients You 'll have a rounded skill set that includes high level communication (both written and verbal), negotiation, administrative and IT skills coupled with working knowledge of MS Office products Exposure to Insurance broking platforms (Acturis) would be beneficial but not essential as full training will be provided A full driving licence would be required The candidate will also be CERT CII qualified, or part qualified with the desire to complete. Strong negotiation skills Ability to work alone and as part of a team High attention to detail Form and develop strong insurer and client relationships Time management and organisational skills
Commercial Underwriters Salary: £30,000 - £40,000 Location: Brierley Hill, Birmingham Hybrid: After initial 6-8 weeks training period About the Role Outsource UK are recruiting on behalf of a leading insurance agency that is experiencing significant growth. They are seeking talented Commercial Underwriters to join their thriving team. This is an excellent opportunity for experienced Underwriters or professionals with an insurance or broking background looking to develop a career in underwriting. The Role As a Commercial Underwriter, you'll play a key role in driving new business growth, managing renewals, and maintaining profitability. You will work closely with brokers, partners, and internal teams to deliver exceptional service, analyse risk, and make informed underwriting decisions. Key Responsibilities: Profitably underwrite new business, secure renewals, and manage Mid-Term Adjustments (MTAs). Build and maintain strong relationships with brokers, partners, and stakeholders. Analyse data and make informed decisions to manage risk effectively. Ensure all underwriting adheres to governance practices and maintain accurate records. Collaborate with sales, operations, and underwriting management to deliver the agency's proposition. Plan, prioritise, and manage your workload to meet customer and business needs. Skills and Experience: Commercial underwriting background / MGA experience, or a broker background with exposure to Delegated Authority. Cert CII qualified or working towards qualification (desirable). Strong communication and interpersonal skills. Exceptional attention to detail, organisation, and technical underwriting knowledge. Commercial awareness with a trading mindset. Ability to prioritise deadlines and manage workload effectively. Negotiation and customer service skills with a team-oriented attitude. Proficiency in Microsoft Word, Excel, and PowerPoint. Benefits: Flexible Workplace Pension Scheme up to 16%. Minimum 27 days holiday plus bank holidays. 1 Paid Volunteer Day per year. Hybrid working - balance of home and office-based work. Health Cash Plan & Virtual GP Services. Access to mental health support and Employee Assistance Programme. Professional development funding and support to achieve industry qualifications. Employee recognition awards and social events. Long service awards, free onsite parking, matched charity funding, and Death in Service benefit. Who We're Looking For If you are passionate, enthusiastic, and thrive in a collaborative environment, this could be the perfect opportunity for you. Whether you are an experienced Underwriter or have an insurance/broking background with Delegated Authority exposure, this role offers a supportive platform to grow your career. Apply today by submitting your CV and a covering letter to Outsource UK to join a team committed to excellence, innovation, and professional growth. Inclusion Statement: Outsource UK is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. You'll receive fair consideration for your application regardless of your race, religion or belief, gender, gender identity or expression, sex, sexual orientation, disability, marriage and civil partnership, pregnancy and maternity, or age. We're proud Corporate Members of the Hidden Disabilities Sunflower. If you need any adjustments at any stage - from application to interview or in your new role - please let us know. We're here to support you every step of the way. We believe diversity of thought and background makes us stronger, and we welcome applications from people of all backgrounds and life experiences. JBRP1_UKTJ
Mar 07, 2026
Full time
Commercial Underwriters Salary: £30,000 - £40,000 Location: Brierley Hill, Birmingham Hybrid: After initial 6-8 weeks training period About the Role Outsource UK are recruiting on behalf of a leading insurance agency that is experiencing significant growth. They are seeking talented Commercial Underwriters to join their thriving team. This is an excellent opportunity for experienced Underwriters or professionals with an insurance or broking background looking to develop a career in underwriting. The Role As a Commercial Underwriter, you'll play a key role in driving new business growth, managing renewals, and maintaining profitability. You will work closely with brokers, partners, and internal teams to deliver exceptional service, analyse risk, and make informed underwriting decisions. Key Responsibilities: Profitably underwrite new business, secure renewals, and manage Mid-Term Adjustments (MTAs). Build and maintain strong relationships with brokers, partners, and stakeholders. Analyse data and make informed decisions to manage risk effectively. Ensure all underwriting adheres to governance practices and maintain accurate records. Collaborate with sales, operations, and underwriting management to deliver the agency's proposition. Plan, prioritise, and manage your workload to meet customer and business needs. Skills and Experience: Commercial underwriting background / MGA experience, or a broker background with exposure to Delegated Authority. Cert CII qualified or working towards qualification (desirable). Strong communication and interpersonal skills. Exceptional attention to detail, organisation, and technical underwriting knowledge. Commercial awareness with a trading mindset. Ability to prioritise deadlines and manage workload effectively. Negotiation and customer service skills with a team-oriented attitude. Proficiency in Microsoft Word, Excel, and PowerPoint. Benefits: Flexible Workplace Pension Scheme up to 16%. Minimum 27 days holiday plus bank holidays. 1 Paid Volunteer Day per year. Hybrid working - balance of home and office-based work. Health Cash Plan & Virtual GP Services. Access to mental health support and Employee Assistance Programme. Professional development funding and support to achieve industry qualifications. Employee recognition awards and social events. Long service awards, free onsite parking, matched charity funding, and Death in Service benefit. Who We're Looking For If you are passionate, enthusiastic, and thrive in a collaborative environment, this could be the perfect opportunity for you. Whether you are an experienced Underwriter or have an insurance/broking background with Delegated Authority exposure, this role offers a supportive platform to grow your career. Apply today by submitting your CV and a covering letter to Outsource UK to join a team committed to excellence, innovation, and professional growth. Inclusion Statement: Outsource UK is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. You'll receive fair consideration for your application regardless of your race, religion or belief, gender, gender identity or expression, sex, sexual orientation, disability, marriage and civil partnership, pregnancy and maternity, or age. We're proud Corporate Members of the Hidden Disabilities Sunflower. If you need any adjustments at any stage - from application to interview or in your new role - please let us know. We're here to support you every step of the way. We believe diversity of thought and background makes us stronger, and we welcome applications from people of all backgrounds and life experiences. JBRP1_UKTJ
Commercial Account Handler Gloucester £30,000 - £33,000 Take your insurance career to the next level with hands-on client experience and a clear path to becoming an Account Executive. You'll manage your own book of SME clients while also supporting an experienced Account Executive. This gives you the chance to learn from the best while developing your own client base and expertise. With structured training and support for your CII exams, you'll gain the qualifications and knowledge needed to advance quickly. Whether you're already Cert CII qualified or working towards it, you'll be backed every step of the way. Enjoy a stable, office-based setup in modern Gloucester premises, with plenty of parking and flexitime to help you manage your day. What you'll do You'll manage your own smaller commercial insurance and landlord clients, giving you real ownership and the chance to build long-term relationships. You'll also support an Account Executive, which will expose you to a wider range of clients and more complex accounts. This mix of responsibility will sharpen your organisational skills and give you a broader understanding of the commercial insurance market. What you'll need At least 1 year's commercial insurance broking experience Acturis experience 5 GCSEs at Grade 5 or above, including English and Maths Cert CII qualified or working towards it About the company An independent, owner-managed brokerage based in Gloucester, they focus on treating customers fairly and providing impartial advice. Their team of over 27 insurance brokers serve a wide range of sectors, including care homes, charities and landlords. They invest heavily in training and development, supporting staff to gain CII qualifications and progress their careers. With a clear pathway to promotion as an Account Executive and ongoing support, it's a great place to build your future in insurance. Click 'Apply' to get started. Don't worry if your CV isn't up to date; just send what you have, and we'll take it from there.
Mar 07, 2026
Full time
Commercial Account Handler Gloucester £30,000 - £33,000 Take your insurance career to the next level with hands-on client experience and a clear path to becoming an Account Executive. You'll manage your own book of SME clients while also supporting an experienced Account Executive. This gives you the chance to learn from the best while developing your own client base and expertise. With structured training and support for your CII exams, you'll gain the qualifications and knowledge needed to advance quickly. Whether you're already Cert CII qualified or working towards it, you'll be backed every step of the way. Enjoy a stable, office-based setup in modern Gloucester premises, with plenty of parking and flexitime to help you manage your day. What you'll do You'll manage your own smaller commercial insurance and landlord clients, giving you real ownership and the chance to build long-term relationships. You'll also support an Account Executive, which will expose you to a wider range of clients and more complex accounts. This mix of responsibility will sharpen your organisational skills and give you a broader understanding of the commercial insurance market. What you'll need At least 1 year's commercial insurance broking experience Acturis experience 5 GCSEs at Grade 5 or above, including English and Maths Cert CII qualified or working towards it About the company An independent, owner-managed brokerage based in Gloucester, they focus on treating customers fairly and providing impartial advice. Their team of over 27 insurance brokers serve a wide range of sectors, including care homes, charities and landlords. They invest heavily in training and development, supporting staff to gain CII qualifications and progress their careers. With a clear pathway to promotion as an Account Executive and ongoing support, it's a great place to build your future in insurance. Click 'Apply' to get started. Don't worry if your CV isn't up to date; just send what you have, and we'll take it from there.
An exceptional opportunity has arisen for you to step into a pivotal senior leadership position as Interim Head of Financial Planning within Local Government Authority based in the West Midlands. This role offers the chance to shape and influence the financial future of a major council, reporting directly to the Director of Finance and acting as a trusted advisor to Members, the Corporate Leadership Team, and Directorate Heads of Finance. What you'll do: As Interim Head of Financial Planning, you will play a central role in shaping how financial resources are managed across all areas of this large public sector organisation. Your day-to-day responsibilities will see you leading a talented team focused on providing insightful analysis, robust reporting, and strategic advice that supports both immediate operational needs and long-term ambitions. You will work closely with senior leaders to ensure that all financial planning activities, from budget setting to monitoring, are executed with precision and transparency. Your ability to foster collaboration between directorates will be essential in driving forward continuous improvement initiatives that enhance service delivery for residents. By developing forward-thinking financial strategies and maintaining strong governance frameworks, you will help secure sustainable funding streams while ensuring compliance with statutory requirements. Your expertise in stakeholder engagement will enable you to build productive relationships both internally and externally, empowering communities through coordinated service delivery. Ultimately, your success in this role will be measured by your capacity to deliver value for money solutions that underpin organisational resilience during periods of change. Lead a dedicated team responsible for delivering comprehensive financial planning, reporting, control, support, insight, and advice for stakeholders across the council. Oversee the development and implementation of the Medium-Term Financial Plan as well as annual budget setting processes and in-year budget monitoring activities. Provide expert support to the Section 151 Officer and Finance Leadership Team in achieving key financial objectives while maintaining commercial awareness on projects and partnerships. Shape strategic direction by contributing to the Corporate Plan and playing an integral role in delivering finance plans that align with organisational goals. Drive continuous service improvement by championing constructive scrutiny, promoting collaborative working practices across Finance teams and external stakeholders. Develop key financial strategies such as the Medium-Term Financial Strategy to ensure long-term sustainability and value for money. Maintain rigorous budgetary control systems that guarantee effective use of resources while supporting outcome-based commissioning initiatives. Promote good governance by ensuring integrity in financial systems through robust controls, accurate record-keeping, and timely reporting mechanisms. Engage proactively with senior stakeholders including partner organisations, government departments, suppliers, banks, brokers and represent the council on national or regional working groups. Lead complex negotiations on contracts and funding agreements under the direction of the Deputy Section 151 Officer while investigating innovative financing methodologies. What you bring: Demonstrated experience leading finance teams within large or complex organisations where advanced interpersonal skills have been used to inspire high performance levels among colleagues. Proven track record providing professional advice at a strategic level supporting decision-making processes through clear written and verbal communication. Extensive background in financial planning or strategy development including identifying funding sources, forecasting income streams, and managing budgets effectively. Ability to understand political processes alongside an appreciation for managing politically sensitive issues within local government environments. Experience translating strategic objectives into actionable operational targets while prioritising workloads under pressure in rapidly changing circumstances. Deep understanding of governance frameworks relevant to local government operations including laws, regulations, statutory reporting requirements and their practical application. Capability to lead change management initiatives aimed at enhancing departmental performance whilst promoting efficiency improvements across services. Commercial awareness applied to projects involving partner organisations; adept at negotiating complex agreements that secure funding or deliver value-added outcomes. Commitment to upholding equity, diversity, inclusion policies throughout all aspects of workforce planning and policy development activities. Possession of CCAB or equivalent professional financial accreditation demonstrating technical proficiency required for this senior post. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
Mar 06, 2026
Seasonal
An exceptional opportunity has arisen for you to step into a pivotal senior leadership position as Interim Head of Financial Planning within Local Government Authority based in the West Midlands. This role offers the chance to shape and influence the financial future of a major council, reporting directly to the Director of Finance and acting as a trusted advisor to Members, the Corporate Leadership Team, and Directorate Heads of Finance. What you'll do: As Interim Head of Financial Planning, you will play a central role in shaping how financial resources are managed across all areas of this large public sector organisation. Your day-to-day responsibilities will see you leading a talented team focused on providing insightful analysis, robust reporting, and strategic advice that supports both immediate operational needs and long-term ambitions. You will work closely with senior leaders to ensure that all financial planning activities, from budget setting to monitoring, are executed with precision and transparency. Your ability to foster collaboration between directorates will be essential in driving forward continuous improvement initiatives that enhance service delivery for residents. By developing forward-thinking financial strategies and maintaining strong governance frameworks, you will help secure sustainable funding streams while ensuring compliance with statutory requirements. Your expertise in stakeholder engagement will enable you to build productive relationships both internally and externally, empowering communities through coordinated service delivery. Ultimately, your success in this role will be measured by your capacity to deliver value for money solutions that underpin organisational resilience during periods of change. Lead a dedicated team responsible for delivering comprehensive financial planning, reporting, control, support, insight, and advice for stakeholders across the council. Oversee the development and implementation of the Medium-Term Financial Plan as well as annual budget setting processes and in-year budget monitoring activities. Provide expert support to the Section 151 Officer and Finance Leadership Team in achieving key financial objectives while maintaining commercial awareness on projects and partnerships. Shape strategic direction by contributing to the Corporate Plan and playing an integral role in delivering finance plans that align with organisational goals. Drive continuous service improvement by championing constructive scrutiny, promoting collaborative working practices across Finance teams and external stakeholders. Develop key financial strategies such as the Medium-Term Financial Strategy to ensure long-term sustainability and value for money. Maintain rigorous budgetary control systems that guarantee effective use of resources while supporting outcome-based commissioning initiatives. Promote good governance by ensuring integrity in financial systems through robust controls, accurate record-keeping, and timely reporting mechanisms. Engage proactively with senior stakeholders including partner organisations, government departments, suppliers, banks, brokers and represent the council on national or regional working groups. Lead complex negotiations on contracts and funding agreements under the direction of the Deputy Section 151 Officer while investigating innovative financing methodologies. What you bring: Demonstrated experience leading finance teams within large or complex organisations where advanced interpersonal skills have been used to inspire high performance levels among colleagues. Proven track record providing professional advice at a strategic level supporting decision-making processes through clear written and verbal communication. Extensive background in financial planning or strategy development including identifying funding sources, forecasting income streams, and managing budgets effectively. Ability to understand political processes alongside an appreciation for managing politically sensitive issues within local government environments. Experience translating strategic objectives into actionable operational targets while prioritising workloads under pressure in rapidly changing circumstances. Deep understanding of governance frameworks relevant to local government operations including laws, regulations, statutory reporting requirements and their practical application. Capability to lead change management initiatives aimed at enhancing departmental performance whilst promoting efficiency improvements across services. Commercial awareness applied to projects involving partner organisations; adept at negotiating complex agreements that secure funding or deliver value-added outcomes. Commitment to upholding equity, diversity, inclusion policies throughout all aspects of workforce planning and policy development activities. Possession of CCAB or equivalent professional financial accreditation demonstrating technical proficiency required for this senior post. Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
The underwriting team at IPS Group Birmingham are supporting a highly regarded global Insurer often mentioned as one of the most desirable Insurers to work for in the market. They are looking to appoint a Senior Construction Underwriter in this newly created position for the Birmingham Office.The role has been created to drive growth across the Birmingham and South West markets within a national Construction & Engineering underwriting team. This is a chance to step into a visible, autonomous position with the backing of a well?established national function.With most construction risks in the Midlands currently referred into other regional offices, this hire will establish a dedicated local presence and significantly strengthen market engagement across the region.You'll report into the Regional Manager and join a collaborative national team of 10, supported by senior underwriters across London and Manchester. Whilst you'll have expert support where needed, you'll also enjoy genuine empowerment to trade, build relationships and grow a high?quality local book.You'll be working across a varied and technically engaging mix of business including annual contractors policies and project specific construction risks. You will be a referral oversight for liability underwriters where construction elements require specialist input.The portfolio is split roughly 50/50 between annual and project work. Typical premiums start from £10k+ for annual risks and £25k+ for project business.Clients include contractors with turnovers from £100m up to £1 Billion, with exposure to large, complex risks. The division operates at the heavier end of the constructionmarket including bridges, tunnels and civil engineering projects with a more flexible, competency?led underwriting approach which sets them apart from many composites.To be considered you will need to have a good level of experience within construction underwriting ideally with exposure to both CAR and EAR. You will need to be confident in establishing, developing and managing broker relationships working alongside the distribution team. We are looking to speak to established Senior Construction Underwriters looking for a new exciting challenge as well as experienced Construction Underwriters looking to make the step up to Senior Underwriter level. This is a genuine opportunity to take ownership of a regional construction portfolio and shape its growth trajectory. You'll combine the freedom to trade locally with the strength, expertise and support of a national team. This is a perfect opportunity for an ambitious underwriter frustrated by the constraints of a composite Insurer whilst looking for autonomy, visibility and impact. You will be rewarded with a base salary up to £70,000 with a further bonus of 20% annually combined with one of the best benefits packages in the industry.
Mar 06, 2026
Full time
The underwriting team at IPS Group Birmingham are supporting a highly regarded global Insurer often mentioned as one of the most desirable Insurers to work for in the market. They are looking to appoint a Senior Construction Underwriter in this newly created position for the Birmingham Office.The role has been created to drive growth across the Birmingham and South West markets within a national Construction & Engineering underwriting team. This is a chance to step into a visible, autonomous position with the backing of a well?established national function.With most construction risks in the Midlands currently referred into other regional offices, this hire will establish a dedicated local presence and significantly strengthen market engagement across the region.You'll report into the Regional Manager and join a collaborative national team of 10, supported by senior underwriters across London and Manchester. Whilst you'll have expert support where needed, you'll also enjoy genuine empowerment to trade, build relationships and grow a high?quality local book.You'll be working across a varied and technically engaging mix of business including annual contractors policies and project specific construction risks. You will be a referral oversight for liability underwriters where construction elements require specialist input.The portfolio is split roughly 50/50 between annual and project work. Typical premiums start from £10k+ for annual risks and £25k+ for project business.Clients include contractors with turnovers from £100m up to £1 Billion, with exposure to large, complex risks. The division operates at the heavier end of the constructionmarket including bridges, tunnels and civil engineering projects with a more flexible, competency?led underwriting approach which sets them apart from many composites.To be considered you will need to have a good level of experience within construction underwriting ideally with exposure to both CAR and EAR. You will need to be confident in establishing, developing and managing broker relationships working alongside the distribution team. We are looking to speak to established Senior Construction Underwriters looking for a new exciting challenge as well as experienced Construction Underwriters looking to make the step up to Senior Underwriter level. This is a genuine opportunity to take ownership of a regional construction portfolio and shape its growth trajectory. You'll combine the freedom to trade locally with the strength, expertise and support of a national team. This is a perfect opportunity for an ambitious underwriter frustrated by the constraints of a composite Insurer whilst looking for autonomy, visibility and impact. You will be rewarded with a base salary up to £70,000 with a further bonus of 20% annually combined with one of the best benefits packages in the industry.
A highly regarded Global Insurer have a key new opening to join them as a Senior Development Underwriter focusing on mid market property and casualty risks. This role will focus on a panel of Brokers across the Midlands with strong relationships already in place. You will own and develop relationships with Brokers managing new business quotations and submissions whilst achieving quote targets and
Mar 06, 2026
Full time
A highly regarded Global Insurer have a key new opening to join them as a Senior Development Underwriter focusing on mid market property and casualty risks. This role will focus on a panel of Brokers across the Midlands with strong relationships already in place. You will own and develop relationships with Brokers managing new business quotations and submissions whilst achieving quote targets and
Public Sector Underwriter - Specialist MGA Location: Redhill (hybrid preferred) Remote options: Manchester, Birmingham, Scotland Salary: £45,000-£60,000 Pavilion Recruitment is seeking an experienced Public Sector Underwriter to join a fast-growing team managing a £60m+ GWP book. This is a unique opportunity to work across a diverse public sector portfolio and contribute to a specialist underwriting offering. Key Responsibilities: Underwrite Property, Casualty & Fleet risks for Local Authorities, Police, Fire & Rescue, Education, Housing - handling average premiums of £250,000 GWP, albeit can reach £1m+ Manage and develop relationships with brokers and insurers Lead on case-by-case renewals and tender underwriting, applying technical knowledge and judgement Attend industry networking events and support business growth initiatives Mentor colleagues and contribute to product development Candidate Requirements: Experience in Public Sector or Commercial Corporate risk underwriting (Property, Casualty, Fleet). Confident in networking and building strong broker relationships Proactive and motivated to support the team in growing the Public Sector offering
Mar 06, 2026
Full time
Public Sector Underwriter - Specialist MGA Location: Redhill (hybrid preferred) Remote options: Manchester, Birmingham, Scotland Salary: £45,000-£60,000 Pavilion Recruitment is seeking an experienced Public Sector Underwriter to join a fast-growing team managing a £60m+ GWP book. This is a unique opportunity to work across a diverse public sector portfolio and contribute to a specialist underwriting offering. Key Responsibilities: Underwrite Property, Casualty & Fleet risks for Local Authorities, Police, Fire & Rescue, Education, Housing - handling average premiums of £250,000 GWP, albeit can reach £1m+ Manage and develop relationships with brokers and insurers Lead on case-by-case renewals and tender underwriting, applying technical knowledge and judgement Attend industry networking events and support business growth initiatives Mentor colleagues and contribute to product development Candidate Requirements: Experience in Public Sector or Commercial Corporate risk underwriting (Property, Casualty, Fleet). Confident in networking and building strong broker relationships Proactive and motivated to support the team in growing the Public Sector offering
Co-Founder & Partner / New Law Firm / Conveyancing Solicitor Launch & Lead a New Law Firm with Guaranteed Workflow As the Conveyancing Solicitor Co-Founder & Partner you will build and lead a new conveyancing firm with guaranteed workflow, platform firm compliance from day one, and a clear route to ABS authorisation and ownership. Ideal for an experienced conveyancer ready to step out of fee earning-only roles and into true partnership. Location: Exeter Structure: Equity / Partnership Opportunity Legal Experience: Conveyancing Income: Year 1: £80,000, Year 2: £120,000, Year 3: £200,000 The Opportunity Conveyancing Solicitor Co-Founder & Partner We are seeking an experienced Conveyancing Solicitor or Licensed Conveyancer who is ready to step into a founding partner role and help launch a new practice. This is a rare opportunity to build and lead your own firm, with an established partner , without the usual early-stage risks around regulation, infrastructure, or lead generation. The Background Conveyancing Solicitor Co-Founder & Partner A fellow founder of the business has an established finance brokerage with a consistent, high quality lead flow across residential and specialist lending. We already have: A guaranteed pipeline of conveyancing, Estate planning and Will Writing work A formal agreement with an established platform legal firm , allowing us to trade compliantly from day one A defined plan to launch our own regulated law firm via an ABS application with the SRA For the first 12 months , the firm will trade under the platform firm's regulatory umbrella while the ABS application progresses. The successful candidate will be central to shaping the firm's culture, processes, pricing, and future direction. The Role As Founding Legal Partner , you will: Act as the senior legal lead for the practice Oversee and deliver residential conveyancing matters, Estate Planning and Will Writing (initially with direct case involvement) Help design and implement workflows, standards, and client experience Work alongside the other founders to build out the team, systems, and commercial strategy Play a key role in the ABS application process and transition to full independent regulation Ultimately become a partner/director in the newly authorised firm This role is ideal for someone who enjoys building , not just processing. Who This Is For This opportunity will particularly appeal to someone who: Has PQE in conveyancing (solicitor or licensed conveyancer) Is currently a senior associate, salaried partner, or frustrated fee earner Wants equity, influence, and autonomy, not just a caseload Has the ambition to own and grow a firm, not simply work within one Prior partnership experience is not essential - mindset and capability matter more than title What Makes This Different Guaranteed workflow from day one (no cold start) No need to personally fund premises, marketing, or initial infrastructure Regulatory risk mitigated through platform firm trading model A genuine opportunity to co found a law firm , not join a committee Long term equity and profit participation Remuneration & Structure Equity / partnership stake in the new firm Profit participation Terms to be agreed collaboratively with the right candidate Next Steps This is a confidential conversation, not a traditional recruitment process. The company is keen to speak with individuals who are curious about what building something of their own could look like, even if they haven't actively been "job hunting". HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV's of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14464 Full-Time, Permanent Legal Jobs, Careers and Vacancies. Find a new job and work in Exeter, Devon, South West England. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. awd online
Mar 06, 2026
Full time
Co-Founder & Partner / New Law Firm / Conveyancing Solicitor Launch & Lead a New Law Firm with Guaranteed Workflow As the Conveyancing Solicitor Co-Founder & Partner you will build and lead a new conveyancing firm with guaranteed workflow, platform firm compliance from day one, and a clear route to ABS authorisation and ownership. Ideal for an experienced conveyancer ready to step out of fee earning-only roles and into true partnership. Location: Exeter Structure: Equity / Partnership Opportunity Legal Experience: Conveyancing Income: Year 1: £80,000, Year 2: £120,000, Year 3: £200,000 The Opportunity Conveyancing Solicitor Co-Founder & Partner We are seeking an experienced Conveyancing Solicitor or Licensed Conveyancer who is ready to step into a founding partner role and help launch a new practice. This is a rare opportunity to build and lead your own firm, with an established partner , without the usual early-stage risks around regulation, infrastructure, or lead generation. The Background Conveyancing Solicitor Co-Founder & Partner A fellow founder of the business has an established finance brokerage with a consistent, high quality lead flow across residential and specialist lending. We already have: A guaranteed pipeline of conveyancing, Estate planning and Will Writing work A formal agreement with an established platform legal firm , allowing us to trade compliantly from day one A defined plan to launch our own regulated law firm via an ABS application with the SRA For the first 12 months , the firm will trade under the platform firm's regulatory umbrella while the ABS application progresses. The successful candidate will be central to shaping the firm's culture, processes, pricing, and future direction. The Role As Founding Legal Partner , you will: Act as the senior legal lead for the practice Oversee and deliver residential conveyancing matters, Estate Planning and Will Writing (initially with direct case involvement) Help design and implement workflows, standards, and client experience Work alongside the other founders to build out the team, systems, and commercial strategy Play a key role in the ABS application process and transition to full independent regulation Ultimately become a partner/director in the newly authorised firm This role is ideal for someone who enjoys building , not just processing. Who This Is For This opportunity will particularly appeal to someone who: Has PQE in conveyancing (solicitor or licensed conveyancer) Is currently a senior associate, salaried partner, or frustrated fee earner Wants equity, influence, and autonomy, not just a caseload Has the ambition to own and grow a firm, not simply work within one Prior partnership experience is not essential - mindset and capability matter more than title What Makes This Different Guaranteed workflow from day one (no cold start) No need to personally fund premises, marketing, or initial infrastructure Regulatory risk mitigated through platform firm trading model A genuine opportunity to co found a law firm , not join a committee Long term equity and profit participation Remuneration & Structure Equity / partnership stake in the new firm Profit participation Terms to be agreed collaboratively with the right candidate Next Steps This is a confidential conversation, not a traditional recruitment process. The company is keen to speak with individuals who are curious about what building something of their own could look like, even if they haven't actively been "job hunting". HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV's of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14464 Full-Time, Permanent Legal Jobs, Careers and Vacancies. Find a new job and work in Exeter, Devon, South West England. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. awd online
If you are an experienced Account Director in the Midlands who enjoys managing complex corporate insurance programmes but feels boxed in by internal politics or unnecessary red tape, this will be worth a conversation. This is a senior Account Director role handling a significant portfolio of large corporate clients across the Midlands. The book is established, well serviced and commercially important. You will not be firefighting broken accounts. You will be developing relationships, retaining business and shaping long term insurance strategy for sophisticated buyers. The business is a major name in the UK insurance market, but this hire is confidential. What matters is that they invest properly in their people, back their Account Directors in front of clients and do not suffocate them with process. You will be trusted to operate like a true Account Director in the Midlands. Largely home based, with client visits across the Midlands as required, you will have the autonomy that experienced insurance professionals value. What you will be doing: Taking full ownership of a portfolio of large corporate insurance clients Acting as the senior contact for board level and risk management stakeholders Designing and overseeing complex insurance programmes across multiple classes Leading renewals strategy and insurer negotiations Identifying cross sell and growth opportunities within existing accounts Working closely with placement, claims and technical teams to deliver properly joined up service This is not a new business chasing role dressed up as an Account Director position. It is about stewardship, credibility and commercial judgement within the insurance space. What you will bring: A strong track record as an Account Director, Client Director or Senior Account Executive in the corporate insurance market Experience handling large, multi class commercial insurance programmes Confidence dealing with senior decision makers Technical breadth across core commercial insurance lines A steady, relationship led approach rather than a transactional mindset The right Account Director will likely have built their career carefully within the Midlands insurance market. You may have been with your current broker for years. You are probably well regarded and well looked after. That is exactly the profile that succeeds here. What is on offer: Salary between £60,000 and £85,000 depending on experience Car allowance and strong bonus structure Comprehensive benefits package Genuine flexibility with mainly home based working in the Midlands Long term career prospects within a respected insurance business This Account Director opportunity in the Midlands offers scale, autonomy and stability. It is suited to an insurance professional who values long term client relationships and wants to operate at a high level without unnecessary noise. If you are an Account Director in the Midlands who would quietly explore something better, I am happy to have a discreet conversation.
Mar 06, 2026
Full time
If you are an experienced Account Director in the Midlands who enjoys managing complex corporate insurance programmes but feels boxed in by internal politics or unnecessary red tape, this will be worth a conversation. This is a senior Account Director role handling a significant portfolio of large corporate clients across the Midlands. The book is established, well serviced and commercially important. You will not be firefighting broken accounts. You will be developing relationships, retaining business and shaping long term insurance strategy for sophisticated buyers. The business is a major name in the UK insurance market, but this hire is confidential. What matters is that they invest properly in their people, back their Account Directors in front of clients and do not suffocate them with process. You will be trusted to operate like a true Account Director in the Midlands. Largely home based, with client visits across the Midlands as required, you will have the autonomy that experienced insurance professionals value. What you will be doing: Taking full ownership of a portfolio of large corporate insurance clients Acting as the senior contact for board level and risk management stakeholders Designing and overseeing complex insurance programmes across multiple classes Leading renewals strategy and insurer negotiations Identifying cross sell and growth opportunities within existing accounts Working closely with placement, claims and technical teams to deliver properly joined up service This is not a new business chasing role dressed up as an Account Director position. It is about stewardship, credibility and commercial judgement within the insurance space. What you will bring: A strong track record as an Account Director, Client Director or Senior Account Executive in the corporate insurance market Experience handling large, multi class commercial insurance programmes Confidence dealing with senior decision makers Technical breadth across core commercial insurance lines A steady, relationship led approach rather than a transactional mindset The right Account Director will likely have built their career carefully within the Midlands insurance market. You may have been with your current broker for years. You are probably well regarded and well looked after. That is exactly the profile that succeeds here. What is on offer: Salary between £60,000 and £85,000 depending on experience Car allowance and strong bonus structure Comprehensive benefits package Genuine flexibility with mainly home based working in the Midlands Long term career prospects within a respected insurance business This Account Director opportunity in the Midlands offers scale, autonomy and stability. It is suited to an insurance professional who values long term client relationships and wants to operate at a high level without unnecessary noise. If you are an Account Director in the Midlands who would quietly explore something better, I am happy to have a discreet conversation.
Were exclusively partnering with a growing, forward-thinking insurance brokerage that is looking for an experienced Senior Claims Manager to take full control of their claims function. If youre ready to step into a role where your decisions genuinely matter keep reading. Why This Role Stands Out Full ownership of the claims function Leadership responsibility across Commercial, Agricultural & Personal
Mar 05, 2026
Full time
Were exclusively partnering with a growing, forward-thinking insurance brokerage that is looking for an experienced Senior Claims Manager to take full control of their claims function. If youre ready to step into a role where your decisions genuinely matter keep reading. Why This Role Stands Out Full ownership of the claims function Leadership responsibility across Commercial, Agricultural & Personal
Are you an experienced Conveyancer looking for something more than just another caseload? This is your opportunity to step into a senior role within one of the UK's fastest growing law firms - where you'll deliver high-quality work, mentor others, and play a meaningful part in shaping the future of a dynamic and expanding property team. The Role at a Glance: Senior Conveyancer Lincoln HQ or Remote Working Competitive Market Salary Plus Benefits Including Life Assurance, Enhanced Employer Pension Contribution, 24/7 Medical Advice and Mental Health Support Access and More Culture: Working Together, Supporting Each Other, Inspiring Each Other, Motivating Each Other Values: Be True, People Matter, Be Passionate, Focus on Success Company: One of the UK's Fastest Growing Law Firms Full-Service Law, Property & Financial Management Group Leading 500 Recognised Firm Your Skills: Experienced in residential conveyancing, managing the full transaction including title checks and enquiries across freehold, leasehold, shared ownership, new build, transfer of equity and remortgaging - with the confidence to mentor others and embrace technology-driven ways of working. About Us: We are one of the fastest growing law firms in the UK, recognised for its modern approach and commitment to excellence. The Group brings together Law, Property and Financial Management, offering clients a fully integrated service across Scotland and England. Our busy and dynamic Residential Conveyancing team in Lincoln delivers high-quality service to clients across England and Wales, combining local expertise with the backing of a nationally recognised legal group. Our vision is to be the best by using insightful and imaginative thinking, continually challenging convention, and forging genuine connections - with our clients and with each other. The Senior Conveyancer Opportunity: We are looking for outstanding residential conveyancers who want more than just a caseload - we're looking for future leaders. This is an opportunity to play a key role in the next chapter of growth. You'll help deliver exceptional client service, embrace smarter and more efficient ways of working, and contribute to a culture where expertise, collaboration and ambition thrive. We are an enthusiastic, supportive team that values each other's knowledge and opinions. We pride ourselves on offering an inclusive, motivating environment where career development is encouraged and leadership potential is recognised. The Role: You'll take full ownership of residential property transactions, delivering a seamless, high-quality service at every stage. Managing freehold and leasehold sales and purchases, new builds, shared ownership matters, remortgages and transfers of equity, you'll confidently handle title checks, enquiries, mortgage offers, searches and reporting. You'll communicate with clients daily, keeping matters moving while building trusted relationships with solicitors, brokers, estate agents and referrers. As a senior conveyancer, you'll combine technical excellence with commercial awareness, always prioritising quality. Beyond managing your own caseload, you'll support and mentor junior colleagues, sharing knowledge and helping to elevate standards across the team. We're looking for someone tech-savvy and confident using case management systems and digital tools to drive efficiency and smarter working practices. You'll ensure compliance with internal processes and regulatory requirements while contributing positively to a collaborative culture. For the right individual, this role offers a clear pathway into team leadership as we continue our national expansion. About You: • Proven experience managing a residential conveyancing caseload from instruction to post-completion • Strong technical knowledge across freehold, leasehold, new build, shared ownership, remortgages and transfers of equity • Tech-savvy, confident using case management systems and digital communication tools • A proactive, solutions-focused mindset with strong organisational skills • Excellent communication skills - comfortable engaging with clients, colleagues and stakeholders via phone, email and IM • A collaborative approach with a genuine desire to mentor and develop junior team members • Leadership potential and an ambition to progress within a growing national firm • High attention to detail and ability to manage priorities in a fast-moving, quality-driven environment Benefits: • Competitive salary with annual review and performance-based bonus • Clear leadership progression opportunities within a fast-growing national firm • 25 days holiday plus 8 Bank Holidays, increasing after 4 years' service • Birthday off • 4 x Death in Service Benefit • Enhanced employer contribution to your workplace pension • Eye test vouchers • Enhanced Maternity/Paternity pay • Company sick pay • Wellbeing initiatives and access to an online Health Provider If you're passionate about delivering an exceptional client experience , motivated by progress and excited by the opportunity to influence how conveyancing is delivered within a growing, ambitious and modern law firm - we want to hear from you . We're growing fast, investing in our people and building something special. This is your opportunity to grow with us and help lead the way. Are we a good fit? Apply here for a fast-track path to our HR Team. Application notice We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details. If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.
Mar 05, 2026
Full time
Are you an experienced Conveyancer looking for something more than just another caseload? This is your opportunity to step into a senior role within one of the UK's fastest growing law firms - where you'll deliver high-quality work, mentor others, and play a meaningful part in shaping the future of a dynamic and expanding property team. The Role at a Glance: Senior Conveyancer Lincoln HQ or Remote Working Competitive Market Salary Plus Benefits Including Life Assurance, Enhanced Employer Pension Contribution, 24/7 Medical Advice and Mental Health Support Access and More Culture: Working Together, Supporting Each Other, Inspiring Each Other, Motivating Each Other Values: Be True, People Matter, Be Passionate, Focus on Success Company: One of the UK's Fastest Growing Law Firms Full-Service Law, Property & Financial Management Group Leading 500 Recognised Firm Your Skills: Experienced in residential conveyancing, managing the full transaction including title checks and enquiries across freehold, leasehold, shared ownership, new build, transfer of equity and remortgaging - with the confidence to mentor others and embrace technology-driven ways of working. About Us: We are one of the fastest growing law firms in the UK, recognised for its modern approach and commitment to excellence. The Group brings together Law, Property and Financial Management, offering clients a fully integrated service across Scotland and England. Our busy and dynamic Residential Conveyancing team in Lincoln delivers high-quality service to clients across England and Wales, combining local expertise with the backing of a nationally recognised legal group. Our vision is to be the best by using insightful and imaginative thinking, continually challenging convention, and forging genuine connections - with our clients and with each other. The Senior Conveyancer Opportunity: We are looking for outstanding residential conveyancers who want more than just a caseload - we're looking for future leaders. This is an opportunity to play a key role in the next chapter of growth. You'll help deliver exceptional client service, embrace smarter and more efficient ways of working, and contribute to a culture where expertise, collaboration and ambition thrive. We are an enthusiastic, supportive team that values each other's knowledge and opinions. We pride ourselves on offering an inclusive, motivating environment where career development is encouraged and leadership potential is recognised. The Role: You'll take full ownership of residential property transactions, delivering a seamless, high-quality service at every stage. Managing freehold and leasehold sales and purchases, new builds, shared ownership matters, remortgages and transfers of equity, you'll confidently handle title checks, enquiries, mortgage offers, searches and reporting. You'll communicate with clients daily, keeping matters moving while building trusted relationships with solicitors, brokers, estate agents and referrers. As a senior conveyancer, you'll combine technical excellence with commercial awareness, always prioritising quality. Beyond managing your own caseload, you'll support and mentor junior colleagues, sharing knowledge and helping to elevate standards across the team. We're looking for someone tech-savvy and confident using case management systems and digital tools to drive efficiency and smarter working practices. You'll ensure compliance with internal processes and regulatory requirements while contributing positively to a collaborative culture. For the right individual, this role offers a clear pathway into team leadership as we continue our national expansion. About You: • Proven experience managing a residential conveyancing caseload from instruction to post-completion • Strong technical knowledge across freehold, leasehold, new build, shared ownership, remortgages and transfers of equity • Tech-savvy, confident using case management systems and digital communication tools • A proactive, solutions-focused mindset with strong organisational skills • Excellent communication skills - comfortable engaging with clients, colleagues and stakeholders via phone, email and IM • A collaborative approach with a genuine desire to mentor and develop junior team members • Leadership potential and an ambition to progress within a growing national firm • High attention to detail and ability to manage priorities in a fast-moving, quality-driven environment Benefits: • Competitive salary with annual review and performance-based bonus • Clear leadership progression opportunities within a fast-growing national firm • 25 days holiday plus 8 Bank Holidays, increasing after 4 years' service • Birthday off • 4 x Death in Service Benefit • Enhanced employer contribution to your workplace pension • Eye test vouchers • Enhanced Maternity/Paternity pay • Company sick pay • Wellbeing initiatives and access to an online Health Provider If you're passionate about delivering an exceptional client experience , motivated by progress and excited by the opportunity to influence how conveyancing is delivered within a growing, ambitious and modern law firm - we want to hear from you . We're growing fast, investing in our people and building something special. This is your opportunity to grow with us and help lead the way. Are we a good fit? Apply here for a fast-track path to our HR Team. Application notice We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect you may be contacted by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details. If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.
A leading international bank is seeking an experienced Operational Tax Manager to join their London-based team, supporting a wide range of business lines and clients within the UK Corporate & Institutional Banking division. This is a unique opportunity for you to play a pivotal role in shaping operational tax processes, collaborating with global teams, and ensuring compliance with complex regulatory regimes. Operational Tax Manager Salary: Competitive and based on experience Location: London A leading international bank is seeking an experienced Operational Tax Manager to join their London-based team, supporting a wide range of business lines and clients within the UK Corporate & Institutional Banking division. This is a unique opportunity for you to play a pivotal role in shaping operational tax processes, collaborating with global teams, and ensuring compliance with complex regulatory regimes. The organisation is renowned for its commitment to sustainability, positive social impact, and the ongoing development of its people. You will benefit from award-winning flexible working arrangements, generous holiday allowances, and one of the most comprehensive wellbeing packages in the industry. If you are passionate about operational taxes and eager to make a meaningful contribution within a supportive and inclusive environment, this role offers the perfect platform for your next career move. Enjoy flexible working opportunities including hybrid and agile options, designed to support your work/life balance and personal wellbeing. Access an extensive suite of benefits such as a generous holiday allowance (at least 26 days plus bank holidays), a 12% non-contributory pension scheme invested sustainably, private medical cover, dental insurance, mental health support, subsidised gym memberships, onsite health services, emergency back-up care for dependants, green car leasing, season ticket loans, and more. Join an organisation that is deeply committed to sustainability and positive impact-offering four volunteering days per year, comprehensive training programmes for professional growth, and active participation in diversity and inclusion networks. What you'll do As an Operational Tax Manager, you will be at the heart of ensuring robust operational tax compliance across multiple business lines within the UK Corporate & Institutional Banking sector. Your day-to-day activities will involve close collaboration with both local and global teams to manage complex US Tax (QI/QDD) processes for International Prime Brokerage clients. You will coordinate annual reporting cycles, oversee certification programmes, and provide expert guidance on FATCA/AEOI/QI regimes. Your responsibilities will also include monitoring evolving tax regulations such as FTT and SDRT, supporting client communications on regulatory changes, tracking documentation requirements for tax reliefs, reviewing standard operating procedures for continuous improvement, overseeing mandatory disclosure rules reporting where necessary, and contributing your expertise to various operational tax projects. Success in this role will require you to build strong relationships with key stakeholders across the organisation while maintaining meticulous attention to detail in all aspects of your work. Take responsibility for all processes required to provide operational tax support across UK Corporate & Institutional Banking business lines and clients. Control and document US Tax (QI/QDD) processes for International Prime Brokerage by working closely with both global operational teams and tax specialists. Manage the annual QI/QDD reporting cycle while coordinating certification programmes with relevant stakeholders and senior management. Provide oversight and support for all processes impacting FATCA/AEOI/QI regimes, participating in internal working groups and external tax committees. Monitor Financial Transaction Tax (FTT) and UK Stamp Duty Reserve Tax (SDRT) regimes while offering technical guidance to operations teams. Support client regulatory communications regarding tax updates and documentation requirements to ensure compliance across all business areas. Track tax relief requirements and documentation needs while communicating effectively with Operations stakeholders. Review and update standard operating procedures regularly, making recommendations for improvements based on best practices. Oversee mandatory disclosure rules (MDR) and UK BBSI reporting obligations as required by regulation. Offer ongoing or ad hoc support for operational tax-related projects across the Corporate & Institutional Banking division. What you bring Your proven experience as an Operational Tax Manager or similar role within investment banking or custody environments will be instrumental in delivering excellence in this position. You bring not only deep technical expertise in withholding tax regimes-including US QI/QDD processes-but also a thorough understanding of FATCA/AEOI requirements. Your background includes hands on involvement with financial transaction taxes such as FTT or SDRT as well as familiarity with central depositories' functions. Your interpersonal strengths shine through your ability to nurture dependable relationships with colleagues at all levels; you are known for your empathy when supporting others through regulatory change or process improvement initiatives. Your analytical mindset allows you to identify risks early while your communication style makes even the most complex topics accessible. Above all else, your commitment to accuracy ensures that every aspect of operational tax management meets the highest standards expected by a leading international institution. Professional qualification with formal experience in operational taxes gained within investment banking or custody environments is essential for success in this position. Expert knowledge of withholding tax regimes in major markets alongside familiarity with policies, procedures, regulations, and legislation relevant to operational taxes is required. Strong understanding of US Tax (QI/QDD) withholding and reporting procedures is vital for managing international prime brokerage processes effectively. Detailed knowledge of FATCA/AEOI reporting regimes ensures you can provide accurate oversight and support across all impacted areas. Awareness of jurisdictional Financial Transaction Tax (FTT) and UK Stamp Duty Reserve Tax (SDRT) regimes enables you to offer technical guidance as needed. Understanding the roles of Central Depositories, Global Custodians, and Agent Banks supports effective collaboration with network management teams globally. Excellent quantitative skills combined with risk awareness allow you to maintain robust control frameworks throughout all operational tax activities. Proven ability to manage stakeholder relationships through negotiation, supportiveness, influence building skills, and proactive problem solving approaches is highly valued. Exceptional written and oral English communication skills enable you to articulate complex technical issues clearly across diverse audiences within the business. A strong personal focus on accuracy and attention to detail ensures high quality outcomes when reviewing or improving collaborative work processes. What sets this company apart This organisation stands out as one of Europe's most respected financial institutions due to its unwavering commitment to responsible banking practices that prioritise ethical standards alongside commercial success. Employees enjoy access to some of the most flexible working arrangements available-including hybrid models tailored around individual needs-alongside generous holiday entitlements that promote genuine work/life balance. The benefits package is truly exceptional: from a 12% non-contributory pension invested sustainably through life assurance schemes; from advanced private medical coverage (including digital GP services for employees' families) through dental plans; from subsidised gym memberships through onsite physiotherapy; from emergency back-up care for dependants through green car leasing options-the list goes on. Wellbeing is at the core of everything they do: mental health first aiders are always available onsite; menopause friendly accreditation ensures everyone feels supported; neurodiversity assessments help create an inclusive workplace where everyone can thrive. The company's dedication extends beyond benefits: it empowers staff through four volunteering days each year-making tangible impacts locally-and invests heavily in professional development via training programmes, mentoring schemes, talent pipelines, career days, internal mobility opportunities (with nearly half of positions filled internally last year), plus vibrant employee networks championing diversity across gender equality initiatives like MixCity or Women in IT. Feedback consistently highlights how their collaborative culture sets them apart from industry peers-a place where everyone feels welcome regardless of background or identity. What's next If you are ready to take your expertise in operational taxes to new heights within a supportive environment that values your growth and wellbeing-this is your moment! Apply today Apply today by clicking on the link provided-your next rewarding career step awaits. . click apply for full job details
Mar 04, 2026
Full time
A leading international bank is seeking an experienced Operational Tax Manager to join their London-based team, supporting a wide range of business lines and clients within the UK Corporate & Institutional Banking division. This is a unique opportunity for you to play a pivotal role in shaping operational tax processes, collaborating with global teams, and ensuring compliance with complex regulatory regimes. Operational Tax Manager Salary: Competitive and based on experience Location: London A leading international bank is seeking an experienced Operational Tax Manager to join their London-based team, supporting a wide range of business lines and clients within the UK Corporate & Institutional Banking division. This is a unique opportunity for you to play a pivotal role in shaping operational tax processes, collaborating with global teams, and ensuring compliance with complex regulatory regimes. The organisation is renowned for its commitment to sustainability, positive social impact, and the ongoing development of its people. You will benefit from award-winning flexible working arrangements, generous holiday allowances, and one of the most comprehensive wellbeing packages in the industry. If you are passionate about operational taxes and eager to make a meaningful contribution within a supportive and inclusive environment, this role offers the perfect platform for your next career move. Enjoy flexible working opportunities including hybrid and agile options, designed to support your work/life balance and personal wellbeing. Access an extensive suite of benefits such as a generous holiday allowance (at least 26 days plus bank holidays), a 12% non-contributory pension scheme invested sustainably, private medical cover, dental insurance, mental health support, subsidised gym memberships, onsite health services, emergency back-up care for dependants, green car leasing, season ticket loans, and more. Join an organisation that is deeply committed to sustainability and positive impact-offering four volunteering days per year, comprehensive training programmes for professional growth, and active participation in diversity and inclusion networks. What you'll do As an Operational Tax Manager, you will be at the heart of ensuring robust operational tax compliance across multiple business lines within the UK Corporate & Institutional Banking sector. Your day-to-day activities will involve close collaboration with both local and global teams to manage complex US Tax (QI/QDD) processes for International Prime Brokerage clients. You will coordinate annual reporting cycles, oversee certification programmes, and provide expert guidance on FATCA/AEOI/QI regimes. Your responsibilities will also include monitoring evolving tax regulations such as FTT and SDRT, supporting client communications on regulatory changes, tracking documentation requirements for tax reliefs, reviewing standard operating procedures for continuous improvement, overseeing mandatory disclosure rules reporting where necessary, and contributing your expertise to various operational tax projects. Success in this role will require you to build strong relationships with key stakeholders across the organisation while maintaining meticulous attention to detail in all aspects of your work. Take responsibility for all processes required to provide operational tax support across UK Corporate & Institutional Banking business lines and clients. Control and document US Tax (QI/QDD) processes for International Prime Brokerage by working closely with both global operational teams and tax specialists. Manage the annual QI/QDD reporting cycle while coordinating certification programmes with relevant stakeholders and senior management. Provide oversight and support for all processes impacting FATCA/AEOI/QI regimes, participating in internal working groups and external tax committees. Monitor Financial Transaction Tax (FTT) and UK Stamp Duty Reserve Tax (SDRT) regimes while offering technical guidance to operations teams. Support client regulatory communications regarding tax updates and documentation requirements to ensure compliance across all business areas. Track tax relief requirements and documentation needs while communicating effectively with Operations stakeholders. Review and update standard operating procedures regularly, making recommendations for improvements based on best practices. Oversee mandatory disclosure rules (MDR) and UK BBSI reporting obligations as required by regulation. Offer ongoing or ad hoc support for operational tax-related projects across the Corporate & Institutional Banking division. What you bring Your proven experience as an Operational Tax Manager or similar role within investment banking or custody environments will be instrumental in delivering excellence in this position. You bring not only deep technical expertise in withholding tax regimes-including US QI/QDD processes-but also a thorough understanding of FATCA/AEOI requirements. Your background includes hands on involvement with financial transaction taxes such as FTT or SDRT as well as familiarity with central depositories' functions. Your interpersonal strengths shine through your ability to nurture dependable relationships with colleagues at all levels; you are known for your empathy when supporting others through regulatory change or process improvement initiatives. Your analytical mindset allows you to identify risks early while your communication style makes even the most complex topics accessible. Above all else, your commitment to accuracy ensures that every aspect of operational tax management meets the highest standards expected by a leading international institution. Professional qualification with formal experience in operational taxes gained within investment banking or custody environments is essential for success in this position. Expert knowledge of withholding tax regimes in major markets alongside familiarity with policies, procedures, regulations, and legislation relevant to operational taxes is required. Strong understanding of US Tax (QI/QDD) withholding and reporting procedures is vital for managing international prime brokerage processes effectively. Detailed knowledge of FATCA/AEOI reporting regimes ensures you can provide accurate oversight and support across all impacted areas. Awareness of jurisdictional Financial Transaction Tax (FTT) and UK Stamp Duty Reserve Tax (SDRT) regimes enables you to offer technical guidance as needed. Understanding the roles of Central Depositories, Global Custodians, and Agent Banks supports effective collaboration with network management teams globally. Excellent quantitative skills combined with risk awareness allow you to maintain robust control frameworks throughout all operational tax activities. Proven ability to manage stakeholder relationships through negotiation, supportiveness, influence building skills, and proactive problem solving approaches is highly valued. Exceptional written and oral English communication skills enable you to articulate complex technical issues clearly across diverse audiences within the business. A strong personal focus on accuracy and attention to detail ensures high quality outcomes when reviewing or improving collaborative work processes. What sets this company apart This organisation stands out as one of Europe's most respected financial institutions due to its unwavering commitment to responsible banking practices that prioritise ethical standards alongside commercial success. Employees enjoy access to some of the most flexible working arrangements available-including hybrid models tailored around individual needs-alongside generous holiday entitlements that promote genuine work/life balance. The benefits package is truly exceptional: from a 12% non-contributory pension invested sustainably through life assurance schemes; from advanced private medical coverage (including digital GP services for employees' families) through dental plans; from subsidised gym memberships through onsite physiotherapy; from emergency back-up care for dependants through green car leasing options-the list goes on. Wellbeing is at the core of everything they do: mental health first aiders are always available onsite; menopause friendly accreditation ensures everyone feels supported; neurodiversity assessments help create an inclusive workplace where everyone can thrive. The company's dedication extends beyond benefits: it empowers staff through four volunteering days each year-making tangible impacts locally-and invests heavily in professional development via training programmes, mentoring schemes, talent pipelines, career days, internal mobility opportunities (with nearly half of positions filled internally last year), plus vibrant employee networks championing diversity across gender equality initiatives like MixCity or Women in IT. Feedback consistently highlights how their collaborative culture sets them apart from industry peers-a place where everyone feels welcome regardless of background or identity. What's next If you are ready to take your expertise in operational taxes to new heights within a supportive environment that values your growth and wellbeing-this is your moment! Apply today Apply today by clicking on the link provided-your next rewarding career step awaits. . click apply for full job details
Programme Director for Clean Energy and Growth BASE LOCATION: Swindon with travel to other locations SALARY: £94,931 CONTRACT TYPE: Open Ended (Permanent) HOURS: Full or Part Time (Min 0.8 FTE) CLOSING DATE: 29 March 2026 (We reserve the right to close this vacancy early if we receive a high volume of applications) ABOUT UKRI UK Research and Innovation (UKRI) invests £8bn a year in research and innovation as an independent public body. It brings together nine partners-the seven Research Councils, Innovate UK and Research England-to maintain the UK's global leadership in research and innovation. UKRI also gives the Secretary of State for Science, Innovation and Technology strategic advice on how funding should be balanced across research disciplines. ABOUT THE ROLE As Programme Director, Clean Energy and Growth, your systems perspective will shape UKRI's role in delivering the Government's Clean Energy Sector Plan and wider net zero ambitions. You will provide clear, authoritative insight into a complex and competitive field, enabling informed research and innovation investments that attract industry leverage and maximise economic and societal benefit. Reporting to the Senior Responsible Owner, you will provide strategic leadership across UKRI to ensure coherent, high impact investments aligned with national priorities; work closely with other Programme Directors across Industrial Strategy sectors to shape crosscutting initiatives where environmental and engineering sciences intersect with digital technologies, advanced manufacturing, financial services and national security; and build trusted relationships across government, academia and industry, navigating diverse perspectives to deliver authoritative, evidence based decisions. ABOUT YOU You are an accomplished senior leader with credibility across research, innovation and the public sector, bringing substantial experience delivering major multidisciplinary programmes with clear accountability at Programme Director level. You are confident shaping programme strategy and securing approval from senior governance, with a strong record of designing delivery approaches for complex, interdependent, system wide programmes. You have hands on programme management experience, covering delivery model design, risk management, benefits realisation and governance, ensuring objectives, outputs and outcomes are achieved to time and cost. You excel at building relationships and working collaboratively with senior stakeholders across academia, government and industry, navigating conflicting views and securing inclusive, effective partnerships. You have a proven record of leading high performing teams, including matrixed and cross organisational groups, with an inclusive, transparent leadership style that unites colleagues around shared purpose and delivers robust outcomes at pace and scale. KEY RESPONSIBILITIES Lead development and delivery of the Clean Energy and Growth Programme strategy with the SRO. Establish the Programme operating model and governance, including risk and benefits management. Be accountable for delivering agreed scope, outcomes and benefits. Lead external engagement and build partnerships across government, experts and industry in the net zero R&I landscape. Manage the £202m budget for 26/27-29/30, ensuring full compliance with UKRI processes. Maintain effective relationships with UKRI Councils, Executive Committee and Board. Broker collaboration across UKRI and external partners to strengthen the UK environmental science and engineering ecosystem and accelerate societal and economic impact. ASSESSMENT CRITERIA Extensive leadership of large, multifaceted and cross organisational programmes, with a strong track record of driving coherence, alignment and impact. High credibility in the R&I community, supported by a PhD or equivalent experience and recognised expertise that secures senior stakeholder confidence. Strategic thinker able to turn long-term net zero priorities into rapid, systemwide plans that deliver measurable national outcomes. Proven ability to design and run effective governance, assurance and performance frameworks, including evaluation, risk management and stewardship of major public budgets. Strong senior level stakeholder networks and influence across complex environments, including government and industry. Deep understanding of the environmental and engineering innovation pipeline, from scientific and technological challenges to commercialisation and real-world impact INCENTIVES UKRI can offer the successful candidate: - Flexible Working - 30 days annual leave + Public Holidays - Access to Civil Service Pension Scheme - Various everyday discounts through our dedicated provider Visit our dedicated benefits webpage for more info: Benefits of working at UK Research and Innovation (UKRI)
Mar 04, 2026
Full time
Programme Director for Clean Energy and Growth BASE LOCATION: Swindon with travel to other locations SALARY: £94,931 CONTRACT TYPE: Open Ended (Permanent) HOURS: Full or Part Time (Min 0.8 FTE) CLOSING DATE: 29 March 2026 (We reserve the right to close this vacancy early if we receive a high volume of applications) ABOUT UKRI UK Research and Innovation (UKRI) invests £8bn a year in research and innovation as an independent public body. It brings together nine partners-the seven Research Councils, Innovate UK and Research England-to maintain the UK's global leadership in research and innovation. UKRI also gives the Secretary of State for Science, Innovation and Technology strategic advice on how funding should be balanced across research disciplines. ABOUT THE ROLE As Programme Director, Clean Energy and Growth, your systems perspective will shape UKRI's role in delivering the Government's Clean Energy Sector Plan and wider net zero ambitions. You will provide clear, authoritative insight into a complex and competitive field, enabling informed research and innovation investments that attract industry leverage and maximise economic and societal benefit. Reporting to the Senior Responsible Owner, you will provide strategic leadership across UKRI to ensure coherent, high impact investments aligned with national priorities; work closely with other Programme Directors across Industrial Strategy sectors to shape crosscutting initiatives where environmental and engineering sciences intersect with digital technologies, advanced manufacturing, financial services and national security; and build trusted relationships across government, academia and industry, navigating diverse perspectives to deliver authoritative, evidence based decisions. ABOUT YOU You are an accomplished senior leader with credibility across research, innovation and the public sector, bringing substantial experience delivering major multidisciplinary programmes with clear accountability at Programme Director level. You are confident shaping programme strategy and securing approval from senior governance, with a strong record of designing delivery approaches for complex, interdependent, system wide programmes. You have hands on programme management experience, covering delivery model design, risk management, benefits realisation and governance, ensuring objectives, outputs and outcomes are achieved to time and cost. You excel at building relationships and working collaboratively with senior stakeholders across academia, government and industry, navigating conflicting views and securing inclusive, effective partnerships. You have a proven record of leading high performing teams, including matrixed and cross organisational groups, with an inclusive, transparent leadership style that unites colleagues around shared purpose and delivers robust outcomes at pace and scale. KEY RESPONSIBILITIES Lead development and delivery of the Clean Energy and Growth Programme strategy with the SRO. Establish the Programme operating model and governance, including risk and benefits management. Be accountable for delivering agreed scope, outcomes and benefits. Lead external engagement and build partnerships across government, experts and industry in the net zero R&I landscape. Manage the £202m budget for 26/27-29/30, ensuring full compliance with UKRI processes. Maintain effective relationships with UKRI Councils, Executive Committee and Board. Broker collaboration across UKRI and external partners to strengthen the UK environmental science and engineering ecosystem and accelerate societal and economic impact. ASSESSMENT CRITERIA Extensive leadership of large, multifaceted and cross organisational programmes, with a strong track record of driving coherence, alignment and impact. High credibility in the R&I community, supported by a PhD or equivalent experience and recognised expertise that secures senior stakeholder confidence. Strategic thinker able to turn long-term net zero priorities into rapid, systemwide plans that deliver measurable national outcomes. Proven ability to design and run effective governance, assurance and performance frameworks, including evaluation, risk management and stewardship of major public budgets. Strong senior level stakeholder networks and influence across complex environments, including government and industry. Deep understanding of the environmental and engineering innovation pipeline, from scientific and technological challenges to commercialisation and real-world impact INCENTIVES UKRI can offer the successful candidate: - Flexible Working - 30 days annual leave + Public Holidays - Access to Civil Service Pension Scheme - Various everyday discounts through our dedicated provider Visit our dedicated benefits webpage for more info: Benefits of working at UK Research and Innovation (UKRI)
Ever wanted to work somewhere that feels like the sweet spot between corporate stability and actually knowing your colleagues' names? Our client, a highly respected insurance broker, is growing fast and looking for a talented Corporate Account Handler to join their commercial division - with a real focus on carving out your expertise in the real estate sector. This isn't just another account handler role. You'll be managing a portfolio of commercial and personal policies, but here's where it gets interesting - you'll have genuine autonomy to build your specialism in real estate insurance, becoming the expert your clients turn to for property-related risks. Think landlords, property investors, commercial premises, and everything in between. It's the perfect environment to develop deep sector knowledge whilst working for a company that's big enough to offer proper career progression, but small enough that your contributions actually get noticed. What you'll be doing day-to-day: You'll be the trusted advisor for clients with property portfolios and real estate interests, managing everything from policy amendments and renewal reviews to new business quotations. This means building long-term relationships (not just ticking boxes), ensuring customers receive first-class service, and continuously expanding the local business within the real estate sector. You'll handle the detail-heavy stuff - because let's face it, accuracy matters when you're dealing with property risks - whilst also spotting opportunities to grow accounts and exceed expectations. What we're looking for: You'll need at least two years under your belt in commercial insurance account management, with a genuine understanding of how the commercial insurance world works. If you've already got experience or interest in real estate insurance, even better - but mostly we're looking for someone eager to specialise and become a real authority in this area. You're naturally organised, deadline-driven, and have that rare ability to manage multiple priorities without breaking a sweat. More importantly, you're someone who genuinely enjoys building rapport with clients - you don't just process policies, you become their trusted partner. We're also looking for someone committed to developing their professional credentials (working towards or holding CII qualifications), because this role offers real scope to specialise in real estate and progress internally. You'll need to be comfortable with industry software and adaptable enough to learn new systems as the business evolves. Why this opportunity stands out: Aside from a highly competitive salary, you'll benefit from uncapped commission (yes, actually uncapped) and genuine opportunities to develop as a real estate insurance specialist with clear internal progression. This is a mid-sized corporate with the resources to invest in your development and the agility to actually let you grow into a niche expert. If you're ambitious, detail-oriented, and ready to build your career around a genuine area of specialism, this could be exactly what you're looking for.
Mar 04, 2026
Full time
Ever wanted to work somewhere that feels like the sweet spot between corporate stability and actually knowing your colleagues' names? Our client, a highly respected insurance broker, is growing fast and looking for a talented Corporate Account Handler to join their commercial division - with a real focus on carving out your expertise in the real estate sector. This isn't just another account handler role. You'll be managing a portfolio of commercial and personal policies, but here's where it gets interesting - you'll have genuine autonomy to build your specialism in real estate insurance, becoming the expert your clients turn to for property-related risks. Think landlords, property investors, commercial premises, and everything in between. It's the perfect environment to develop deep sector knowledge whilst working for a company that's big enough to offer proper career progression, but small enough that your contributions actually get noticed. What you'll be doing day-to-day: You'll be the trusted advisor for clients with property portfolios and real estate interests, managing everything from policy amendments and renewal reviews to new business quotations. This means building long-term relationships (not just ticking boxes), ensuring customers receive first-class service, and continuously expanding the local business within the real estate sector. You'll handle the detail-heavy stuff - because let's face it, accuracy matters when you're dealing with property risks - whilst also spotting opportunities to grow accounts and exceed expectations. What we're looking for: You'll need at least two years under your belt in commercial insurance account management, with a genuine understanding of how the commercial insurance world works. If you've already got experience or interest in real estate insurance, even better - but mostly we're looking for someone eager to specialise and become a real authority in this area. You're naturally organised, deadline-driven, and have that rare ability to manage multiple priorities without breaking a sweat. More importantly, you're someone who genuinely enjoys building rapport with clients - you don't just process policies, you become their trusted partner. We're also looking for someone committed to developing their professional credentials (working towards or holding CII qualifications), because this role offers real scope to specialise in real estate and progress internally. You'll need to be comfortable with industry software and adaptable enough to learn new systems as the business evolves. Why this opportunity stands out: Aside from a highly competitive salary, you'll benefit from uncapped commission (yes, actually uncapped) and genuine opportunities to develop as a real estate insurance specialist with clear internal progression. This is a mid-sized corporate with the resources to invest in your development and the agility to actually let you grow into a niche expert. If you're ambitious, detail-oriented, and ready to build your career around a genuine area of specialism, this could be exactly what you're looking for.
Are you ready to take your litigation skills to the next level? Join our team as a Specialist Intermediate Track File Handler and make an impact in a challenging, rewarding role. As a Specialist Handler you will handle litigated delegated and non-delegated motor instructions on behalf of key insurer clients as well as the MIB, valued from £25,000 to £100,000. The successful candidate will work in a small team dedicated to dealing with cases involving indemnity issues, on behalf of the MIB and other UK's largest insurers and will report directly to the Team Leader in respect of day-to-day tasks. The team handle cases valued from £0-£150,000 in value. It will be necessary for the candidate to be able to demonstrate an ability to impress the client with the extent of their legal knowledge as well as their understanding of the litigation process and provide clear unambiguous advice on the strategy for bringing a claim to its resolution. A clear view on both relevant case law and appropriate evidence will be necessary. The successful candidate should therefore be able to recognise cases with a technical bias, e.g. whether the MIB is the correct party to pursue (having an understanding of the Uninsured Drivers and Untraced Drivers Agreement) or whether an Insurer is a contractual Insurer, RTA Insurer, or Article 75 Insurer, and what actions are required if the policyholder is a Claimant and there is a counterclaim be pursued. They should also be able to handle claims valued in excess of £25,000 and be familiar with the Part 7 litigation process, and capable of identifying large loss triggers. Key Responsibilities Reviewing files, noting and abiding by Client Guidelines Knowledge of Part 7 litigation, the CPR Rules and Court procedures Formulating initial and ongoing Strategy, efficiently and effectively, having in mind the appropriate fee structure Comply with SLA requirement and critical dates Draft reports confirming Strategy and agreeing the most suitable approach with the client Draft legal documents and comply with Court orders/deadlines, including cost budgeting, instruction of own experts etc Throughout the lifetime of a case, being aware of the overall spend on a claim, whether fixed fee or hourly rate Undertaking negotiations with Third Party Solicitors Liaising with Insured and Insurers and Brokers where necessary Ensuring 'actions' are carried out as per Action Lists in Case Management System Undertaking Court Hearings Attend Conferences with Counsel & experts/clients Ensuring relevant tasks are delegated to the paralegals Accurately recording time and management information Accurately processing bills in accordance with Client Guidelines Ensuring files are kept within ISO 9001 guidelines To ensure compliance with the SRA Standards & Regulations Skills, Knowledge and Expertise Minimum of 24 months experience of handling litigated claims, including Part 7 claims Minimum of 12 months experience of handling cases valued in excess of £25,000 Sound and practical experience of handling Intermediate/Multi Track RTA litigated files is essential, with evidence of managing own case load and reporting skills Have an understanding of indemnity and/or the MIB would be beneficial Reporting to, liaising with and meeting clients with a high level of professionalism Drafting of legal documents, including defences, applications, witness statements, Part 35 Questions, Part 18 Questions Preparing instructions to counsel and experts and attending and advising in conference Conducting research and keeping up to date with legal and industry practices A high level of accuracy and attention to detail The ability to meet deadlines and work efficiently by managing time in a fast-paced environment A Professional manner with the ability to build relationship internally and externally Recognise when sensitivity and tact are required Identify key facts/issues and make early investigations and decisions to bring a case to a conclusion Follow work processes and keep to Strategy Ability to make decisions Assertive and confident to managing expectations Strong written and verbal communication skills Experience of managing fixed fees whilst delivering quality Good telephone negotiation skills Good IT skills including Word, Outlook, and experience of a Case Management System, and preference for working paperless Working Hours 35 hours per week. Monday - Friday 9am - 5pm with 1 unpaid hour for lunch. The team currently enjoys hybrid working, being in the office 1 day per week. Primary location for this role is Bolton, Parklands Office. Benefits Davies Incentive Plan 25 days holiday per year which increases with level of service (opportunity to buy & sell 3 days) Family Cover Private Medical Insurance (Bupa) - will automatically be at single cover level but can opt into family option within first month of joining. Simply Health Care Cash Plan WeCare - 24/7 online GP, mental health support and virtual wellbeing covering a whole host of topics to do with health, mental health, wellbeing & healthy living and financial & legal wellbeing Death in Service Critical Illness Cover PHI/Income Protection (Private health insurance) Pension Contribution based 5% Employee / 3% Employer Employee Resource Groups Employee Volunteering Programme Cycle to Work Scheme Tech Scheme Season Ticket Loan Gym Flex Access to Online Discount Sites Discounted Gourmet Society Membership Discounted Tickets for Merlin Attractions nationwide Discounts at local retail outlets after successfully completing probation
Mar 04, 2026
Full time
Are you ready to take your litigation skills to the next level? Join our team as a Specialist Intermediate Track File Handler and make an impact in a challenging, rewarding role. As a Specialist Handler you will handle litigated delegated and non-delegated motor instructions on behalf of key insurer clients as well as the MIB, valued from £25,000 to £100,000. The successful candidate will work in a small team dedicated to dealing with cases involving indemnity issues, on behalf of the MIB and other UK's largest insurers and will report directly to the Team Leader in respect of day-to-day tasks. The team handle cases valued from £0-£150,000 in value. It will be necessary for the candidate to be able to demonstrate an ability to impress the client with the extent of their legal knowledge as well as their understanding of the litigation process and provide clear unambiguous advice on the strategy for bringing a claim to its resolution. A clear view on both relevant case law and appropriate evidence will be necessary. The successful candidate should therefore be able to recognise cases with a technical bias, e.g. whether the MIB is the correct party to pursue (having an understanding of the Uninsured Drivers and Untraced Drivers Agreement) or whether an Insurer is a contractual Insurer, RTA Insurer, or Article 75 Insurer, and what actions are required if the policyholder is a Claimant and there is a counterclaim be pursued. They should also be able to handle claims valued in excess of £25,000 and be familiar with the Part 7 litigation process, and capable of identifying large loss triggers. Key Responsibilities Reviewing files, noting and abiding by Client Guidelines Knowledge of Part 7 litigation, the CPR Rules and Court procedures Formulating initial and ongoing Strategy, efficiently and effectively, having in mind the appropriate fee structure Comply with SLA requirement and critical dates Draft reports confirming Strategy and agreeing the most suitable approach with the client Draft legal documents and comply with Court orders/deadlines, including cost budgeting, instruction of own experts etc Throughout the lifetime of a case, being aware of the overall spend on a claim, whether fixed fee or hourly rate Undertaking negotiations with Third Party Solicitors Liaising with Insured and Insurers and Brokers where necessary Ensuring 'actions' are carried out as per Action Lists in Case Management System Undertaking Court Hearings Attend Conferences with Counsel & experts/clients Ensuring relevant tasks are delegated to the paralegals Accurately recording time and management information Accurately processing bills in accordance with Client Guidelines Ensuring files are kept within ISO 9001 guidelines To ensure compliance with the SRA Standards & Regulations Skills, Knowledge and Expertise Minimum of 24 months experience of handling litigated claims, including Part 7 claims Minimum of 12 months experience of handling cases valued in excess of £25,000 Sound and practical experience of handling Intermediate/Multi Track RTA litigated files is essential, with evidence of managing own case load and reporting skills Have an understanding of indemnity and/or the MIB would be beneficial Reporting to, liaising with and meeting clients with a high level of professionalism Drafting of legal documents, including defences, applications, witness statements, Part 35 Questions, Part 18 Questions Preparing instructions to counsel and experts and attending and advising in conference Conducting research and keeping up to date with legal and industry practices A high level of accuracy and attention to detail The ability to meet deadlines and work efficiently by managing time in a fast-paced environment A Professional manner with the ability to build relationship internally and externally Recognise when sensitivity and tact are required Identify key facts/issues and make early investigations and decisions to bring a case to a conclusion Follow work processes and keep to Strategy Ability to make decisions Assertive and confident to managing expectations Strong written and verbal communication skills Experience of managing fixed fees whilst delivering quality Good telephone negotiation skills Good IT skills including Word, Outlook, and experience of a Case Management System, and preference for working paperless Working Hours 35 hours per week. Monday - Friday 9am - 5pm with 1 unpaid hour for lunch. The team currently enjoys hybrid working, being in the office 1 day per week. Primary location for this role is Bolton, Parklands Office. Benefits Davies Incentive Plan 25 days holiday per year which increases with level of service (opportunity to buy & sell 3 days) Family Cover Private Medical Insurance (Bupa) - will automatically be at single cover level but can opt into family option within first month of joining. Simply Health Care Cash Plan WeCare - 24/7 online GP, mental health support and virtual wellbeing covering a whole host of topics to do with health, mental health, wellbeing & healthy living and financial & legal wellbeing Death in Service Critical Illness Cover PHI/Income Protection (Private health insurance) Pension Contribution based 5% Employee / 3% Employer Employee Resource Groups Employee Volunteering Programme Cycle to Work Scheme Tech Scheme Season Ticket Loan Gym Flex Access to Online Discount Sites Discounted Gourmet Society Membership Discounted Tickets for Merlin Attractions nationwide Discounts at local retail outlets after successfully completing probation
Great opportunity to join us as a Health & Benefits Healthcare Consultant working out of our London office on a hybrid basis The Health and Benefits GB practice is a specialist centre of excellence in all aspects of health, wellbeing, and protection consulting for corporate clients. With more than 200 consultants and support staff (including 20 qualified medical clinicians) this team supports the design, financing and management of integrated health solutions that are tailored to meet clients' needs. The Role As a Healthcare Consultant, you will provide healthcare consulting advice and support to a portfolio of corporate clients, consisting of both community and experience rated private medical insurance schemes, as well as other health related benefits. You will also work in conjunction with senior consultants supporting on project work as well as delivery of services to our larger and more complex clients. Provide consultative advice to clients around the financing, design, delivery and ongoing management of their health-related benefit programmes. Interact effectively with carriers, clients and other stakeholders both internally and externally Forming part of account teams, ensuring quality standards and deadlines are met at all times Deliver on projects to meet or exceed client expectations Increase efficiency within client teams by identifying ways to improve processes Analysis of data to draw conclusions and identify trends in a logical, systematic way Conduct benchmarking studies and other research; provide value added analyses and summaries Analyse and compare carrier products, services and contracts Collate and prepare client deliverables Build strong relationships internally and collaborate effectively Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels Ability to ask the right questions and seek help where appropriate Meet chargeable hours targets Contribute to sales and marketing efforts The Requirements Technical knowledge regarding health-related benefit programmes, including private medical insurance as well as other areas such as dental, travel, health cash plans, personal accident and Employee Assistance Programmes An understanding and appreciation of broader employee health, risk and wellbeing issues, ideally gained at a brokerage firm or insurance company A consultative style Well organised and detail oriented (being able to both plan and communicate efficiently). Strong written and verbal communication skills Presentation skills Flexibility and proven ability to diagnose and resolve issues, strong client service orientation Ability to work both independently and on client teams and enjoy a fast-paced environment Sense of accountability and ownership in delivering to clients Self-starter and willingness to adapt to change Interest and ability to think beyond the task at hand and understand how work fits into the broader landscape Excellent Microsoft Office skills, particularly in Word, PowerPoint and Excel What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.
Mar 03, 2026
Full time
Great opportunity to join us as a Health & Benefits Healthcare Consultant working out of our London office on a hybrid basis The Health and Benefits GB practice is a specialist centre of excellence in all aspects of health, wellbeing, and protection consulting for corporate clients. With more than 200 consultants and support staff (including 20 qualified medical clinicians) this team supports the design, financing and management of integrated health solutions that are tailored to meet clients' needs. The Role As a Healthcare Consultant, you will provide healthcare consulting advice and support to a portfolio of corporate clients, consisting of both community and experience rated private medical insurance schemes, as well as other health related benefits. You will also work in conjunction with senior consultants supporting on project work as well as delivery of services to our larger and more complex clients. Provide consultative advice to clients around the financing, design, delivery and ongoing management of their health-related benefit programmes. Interact effectively with carriers, clients and other stakeholders both internally and externally Forming part of account teams, ensuring quality standards and deadlines are met at all times Deliver on projects to meet or exceed client expectations Increase efficiency within client teams by identifying ways to improve processes Analysis of data to draw conclusions and identify trends in a logical, systematic way Conduct benchmarking studies and other research; provide value added analyses and summaries Analyse and compare carrier products, services and contracts Collate and prepare client deliverables Build strong relationships internally and collaborate effectively Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels Ability to ask the right questions and seek help where appropriate Meet chargeable hours targets Contribute to sales and marketing efforts The Requirements Technical knowledge regarding health-related benefit programmes, including private medical insurance as well as other areas such as dental, travel, health cash plans, personal accident and Employee Assistance Programmes An understanding and appreciation of broader employee health, risk and wellbeing issues, ideally gained at a brokerage firm or insurance company A consultative style Well organised and detail oriented (being able to both plan and communicate efficiently). Strong written and verbal communication skills Presentation skills Flexibility and proven ability to diagnose and resolve issues, strong client service orientation Ability to work both independently and on client teams and enjoy a fast-paced environment Sense of accountability and ownership in delivering to clients Self-starter and willingness to adapt to change Interest and ability to think beyond the task at hand and understand how work fits into the broader landscape Excellent Microsoft Office skills, particularly in Word, PowerPoint and Excel What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you.
