The role of Director - Finance Centre of Excellence in the professional services industry involves leading a high-performing team, ensuring delivery of financial expertise and strategic support. This permanent position focuses on driving operational efficiency and offering innovative solutions in the accounting & finance department. Client Details This opportunity is with a large organisation within the professional services sector, known for its commitment to innovation and excellence in accounting and finance. The company provides a collaborative environment and offers opportunities for professional growth. Description The Role As a Director in the Finance CoE, you will play a senior leadership role in shaping, delivering, and growing our finance-focused deal advisory propositions. You will lead complex, high-pressure, multi-workstream engagements, working directly with CFOs and finance leadership teams on both the buy-side and sell-side to design, plan, and execute finance workstreams within transaction environments. You will be accountable for leading engagement teams, serving as a trusted advisor to clients, applying our methodology and best practices, and overseeing the deliverables, quality and commercial success of projects. You will also lead business development for key pursuits/ sectors/ accounts, proposition building, and the growth of our people and culture. Roles & Responsibilities Client Delivery & Leadership Lead end-to-end finance support across the deal lifecycle, often as part of a wider deal teams, shaping our support and ensuring delivery excellence. Serve as a key advisor to CFOs and senior finance stakeholders in different sectors, providing challenge, insight, and practical direction during high-pressure deal environments Collaborate with multi-workstream delivery teams often across multiple geographies, ensuring coordination, quality assurance, and value across finance workstreams. Lead and review separation/ integration planning, operating model design, and deal-driven finance change outcomes. Build strong relationships with clients across sectors, as well as other advisory firms involved in deals (e.g. legal, banking, technology). People Leadership Provide leadership, coaching, and development for senior managers and below team members, fostering a high-performing, collaborative and supportive team culture. Drive capability development within the Finance CoE, helping colleagues grow expertise across deal execution, finance operations, core processes and consulting skills Promote the values of inclusion, agility, and personal development reflected in the firm's 'Our Deal' and 'The Academy' commitments. Profile The Person Skills, Qualifications & Experience Essential Experience Substantial experience working in a leading consulting firm, Big 4, private equity or strategy / corporate development team with a focus on the finance function in industry The candidate must have previous experience in consulting as well as industry. The latter needing to be in an operational capacity as 'Line Management' Experience of leading mid-sized and large deal execution projects with a focus on CFO-relevant issues Strong academic track record Experience of managing or supporting high-value business development activities with C-level stakeholders Demonstrable ability to independently generate sales opportunities, commercialise relationships with senior executives and maintain strong client relationships Acting as the source of new business development initiatives and taking these from idea, through design and execution all the way to clients Strong numerical capabilities combined with sound commercial acumen Demonstrable ability to lead teams in high-pressure, ambiguous, and fast-paced deal environments. Evidence of strong problem-solving & analytical capabilities Structured thinking skills combined with creativity Ability to talk credibly with C-level clients on the key issues and value implications facing their business in a deal context Ability to evaluate complex challenges and deliver insightful recommendations that can be practically executed Finance in Deals Experience Proven track record leading complex/large-scale finance integrations, separations, carve-outs, joint venture setup projects Initiating marketing and sales efforts, proposals, scopes and pricing for mid-sized and large consulting assignments, preferably in the finance deals space Evidence of designing work plans, team structures and then managing these to (i) excellent client output and (ii) strong project economics o This should include an extensive coverage of recent M&A transactions, e.g. Integration/ separation planning and execution, transitional service agreements Deep understanding of issues and decisions in M&A deals which affect financial controls, governance and reporting on both buy-side and sell-side, from pre-deal to post deal and exit Deep understanding of leading practice in finance functions, operating model design, and the impact of digital/disruptive technologies on finance Deep understanding of core finance processes (Record to Report, Procure to Pay, Order to Cash), with strong understanding of finance function structures, controls, systems, and performance metrics. Preferred Qualifications Professional qualification (ACA, CIMA, MBA, or equivalent). Core Competencies Outstanding client relationship skills, executive presence, and communication capability (oral and written). Exceptional problem solving, analytical thinking, and structured report writing. Ability to inspire teams, manage competing priorities, and deliver confidently under pressure. Job Offer Competitive salary ranging from £130,000 to £150,000 per annum Annual cash car allowance of £6,500. Bonus scheme to reward performance. Comprehensive pension plan. Private medical insurance (single cover) and life assurance. This is an excellent opportunity to take on a leadership role in the professional services industry. If you are ready to make an impact as a Director - Finance Centre of Excellence, apply now to embark on this exciting career journey.
Mar 25, 2026
Full time
The role of Director - Finance Centre of Excellence in the professional services industry involves leading a high-performing team, ensuring delivery of financial expertise and strategic support. This permanent position focuses on driving operational efficiency and offering innovative solutions in the accounting & finance department. Client Details This opportunity is with a large organisation within the professional services sector, known for its commitment to innovation and excellence in accounting and finance. The company provides a collaborative environment and offers opportunities for professional growth. Description The Role As a Director in the Finance CoE, you will play a senior leadership role in shaping, delivering, and growing our finance-focused deal advisory propositions. You will lead complex, high-pressure, multi-workstream engagements, working directly with CFOs and finance leadership teams on both the buy-side and sell-side to design, plan, and execute finance workstreams within transaction environments. You will be accountable for leading engagement teams, serving as a trusted advisor to clients, applying our methodology and best practices, and overseeing the deliverables, quality and commercial success of projects. You will also lead business development for key pursuits/ sectors/ accounts, proposition building, and the growth of our people and culture. Roles & Responsibilities Client Delivery & Leadership Lead end-to-end finance support across the deal lifecycle, often as part of a wider deal teams, shaping our support and ensuring delivery excellence. Serve as a key advisor to CFOs and senior finance stakeholders in different sectors, providing challenge, insight, and practical direction during high-pressure deal environments Collaborate with multi-workstream delivery teams often across multiple geographies, ensuring coordination, quality assurance, and value across finance workstreams. Lead and review separation/ integration planning, operating model design, and deal-driven finance change outcomes. Build strong relationships with clients across sectors, as well as other advisory firms involved in deals (e.g. legal, banking, technology). People Leadership Provide leadership, coaching, and development for senior managers and below team members, fostering a high-performing, collaborative and supportive team culture. Drive capability development within the Finance CoE, helping colleagues grow expertise across deal execution, finance operations, core processes and consulting skills Promote the values of inclusion, agility, and personal development reflected in the firm's 'Our Deal' and 'The Academy' commitments. Profile The Person Skills, Qualifications & Experience Essential Experience Substantial experience working in a leading consulting firm, Big 4, private equity or strategy / corporate development team with a focus on the finance function in industry The candidate must have previous experience in consulting as well as industry. The latter needing to be in an operational capacity as 'Line Management' Experience of leading mid-sized and large deal execution projects with a focus on CFO-relevant issues Strong academic track record Experience of managing or supporting high-value business development activities with C-level stakeholders Demonstrable ability to independently generate sales opportunities, commercialise relationships with senior executives and maintain strong client relationships Acting as the source of new business development initiatives and taking these from idea, through design and execution all the way to clients Strong numerical capabilities combined with sound commercial acumen Demonstrable ability to lead teams in high-pressure, ambiguous, and fast-paced deal environments. Evidence of strong problem-solving & analytical capabilities Structured thinking skills combined with creativity Ability to talk credibly with C-level clients on the key issues and value implications facing their business in a deal context Ability to evaluate complex challenges and deliver insightful recommendations that can be practically executed Finance in Deals Experience Proven track record leading complex/large-scale finance integrations, separations, carve-outs, joint venture setup projects Initiating marketing and sales efforts, proposals, scopes and pricing for mid-sized and large consulting assignments, preferably in the finance deals space Evidence of designing work plans, team structures and then managing these to (i) excellent client output and (ii) strong project economics o This should include an extensive coverage of recent M&A transactions, e.g. Integration/ separation planning and execution, transitional service agreements Deep understanding of issues and decisions in M&A deals which affect financial controls, governance and reporting on both buy-side and sell-side, from pre-deal to post deal and exit Deep understanding of leading practice in finance functions, operating model design, and the impact of digital/disruptive technologies on finance Deep understanding of core finance processes (Record to Report, Procure to Pay, Order to Cash), with strong understanding of finance function structures, controls, systems, and performance metrics. Preferred Qualifications Professional qualification (ACA, CIMA, MBA, or equivalent). Core Competencies Outstanding client relationship skills, executive presence, and communication capability (oral and written). Exceptional problem solving, analytical thinking, and structured report writing. Ability to inspire teams, manage competing priorities, and deliver confidently under pressure. Job Offer Competitive salary ranging from £130,000 to £150,000 per annum Annual cash car allowance of £6,500. Bonus scheme to reward performance. Comprehensive pension plan. Private medical insurance (single cover) and life assurance. This is an excellent opportunity to take on a leadership role in the professional services industry. If you are ready to make an impact as a Director - Finance Centre of Excellence, apply now to embark on this exciting career journey.
The Business: Our client is an independent insurance broker with the capability to deliver like a national one. They are an award winning business with a strong market reputation for excellence across client care, staff development, insurer relationships and community impact. Independence is central to their identity. Unlike many independent brokers, this is not a business that can or will ever be sold to a consolidator. Their long term strategy is clear, and their independence secured .it is one of the reasons people choose to build careers there. Overview: Most Account Executive roles talk about building a book, this one starts with one! We are looking for an experienced Motor Trade Account Executive to inherit and develop a significant, well established portfolio following the planned retirement of a highly respected Account Director. This is a rare opportunity to take over long standing relationships built over many years with motor trade clients who value expertise, advice and service. You will inherit a strong portfolio from day one while being supported to develop and grow it further over time. The Role: Taking over the management and development of a significant motor trade portfolio from a retiring Account Director. Building strong long term relationships with established clients across the motor trade sector. Leading renewal strategy, client advisory and programme development. Working closely with broking teams to negotiate competitive and appropriate cover with insurers. Identifying opportunities to strengthen programmes, improve cover and deepen client relationships. Supporting organic growth across the existing portfolio. Working with internal teams to ensure consistently high service standards for clients. Representing the business in the local market and strengthening relationships with key insurers and introducers. What You Will Bring: Strong experience as an Account Executive or Development Executive within commercial insurance Proven experience working with motor trade clients The ability to build trusted long term relationships with business owners and decision makers Strong insurer market knowledge within motor trade risks A commercial mindset and the confidence to lead client discussions and renewal strategy The ability to develop and grow an established portfolio over time CII qualifications are welcome but capability, credibility and relationship skills matter most What You Will Get The opportunity to inherit a significant and well established motor trade portfolio Long term succession planning from a retiring Account Director The backing of a respected independent broker with strong insurer relationships A business that values expertise, relationships and long term thinking Competitive bonus structure and long term incentive plan Excellent pension and benefits package The autonomy to build and grow your portfolio within a supportive environment If you are an experienced Motor Trade Account Executive looking for the rare opportunity to inherit a substantial book while still having room to grow it further, this is a role well worth exploring. If you would like to know more about the portfolio or the long term opportunity behind it, feel free to call for a confidential conversation. Contact: Stephen Mallaband Reference: SM/102106 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Mar 25, 2026
Full time
The Business: Our client is an independent insurance broker with the capability to deliver like a national one. They are an award winning business with a strong market reputation for excellence across client care, staff development, insurer relationships and community impact. Independence is central to their identity. Unlike many independent brokers, this is not a business that can or will ever be sold to a consolidator. Their long term strategy is clear, and their independence secured .it is one of the reasons people choose to build careers there. Overview: Most Account Executive roles talk about building a book, this one starts with one! We are looking for an experienced Motor Trade Account Executive to inherit and develop a significant, well established portfolio following the planned retirement of a highly respected Account Director. This is a rare opportunity to take over long standing relationships built over many years with motor trade clients who value expertise, advice and service. You will inherit a strong portfolio from day one while being supported to develop and grow it further over time. The Role: Taking over the management and development of a significant motor trade portfolio from a retiring Account Director. Building strong long term relationships with established clients across the motor trade sector. Leading renewal strategy, client advisory and programme development. Working closely with broking teams to negotiate competitive and appropriate cover with insurers. Identifying opportunities to strengthen programmes, improve cover and deepen client relationships. Supporting organic growth across the existing portfolio. Working with internal teams to ensure consistently high service standards for clients. Representing the business in the local market and strengthening relationships with key insurers and introducers. What You Will Bring: Strong experience as an Account Executive or Development Executive within commercial insurance Proven experience working with motor trade clients The ability to build trusted long term relationships with business owners and decision makers Strong insurer market knowledge within motor trade risks A commercial mindset and the confidence to lead client discussions and renewal strategy The ability to develop and grow an established portfolio over time CII qualifications are welcome but capability, credibility and relationship skills matter most What You Will Get The opportunity to inherit a significant and well established motor trade portfolio Long term succession planning from a retiring Account Director The backing of a respected independent broker with strong insurer relationships A business that values expertise, relationships and long term thinking Competitive bonus structure and long term incentive plan Excellent pension and benefits package The autonomy to build and grow your portfolio within a supportive environment If you are an experienced Motor Trade Account Executive looking for the rare opportunity to inherit a substantial book while still having room to grow it further, this is a role well worth exploring. If you would like to know more about the portfolio or the long term opportunity behind it, feel free to call for a confidential conversation. Contact: Stephen Mallaband Reference: SM/102106 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
London Works - Social Enterprise Recruitment Agency
Financial Crime Officer (Governance & Training) Location: City of London (Hybrid) Salary: £55,000 - £70,000 per annum + Benefits Job Type: Permanent, Full-time Sector: Insurance / Financial Services The Opportunity A leading global specialty insurer is seeking a Financial Crime Officer to join their expanding International Compliance team. Based in the heart of the City, this newly created role offers a unique opportunity to influence the financial crime framework of a prestigious international business. Reporting to the Senior Financial Crime Officer, you will be responsible for enhancing the group's Financial Crime Framework-covering Sanctions, AML, ABC, Fraud, and Market Abuse-across UK and European jurisdictions. Key Responsibilities Governance & Control: Support the delivery of a robust Financial Crime and Licensing control framework, identifying and implementing key enhancements. Risk Assessment: Assist in the annual risk assessment exercise, evaluating divisional exposure and managing remediation activities. Policy Management: Support the review and implementation of financial crime policies to ensure adherence to UK, EU, and US regulations. Reporting & MI: Deliver high-quality Management Information (MI) and Committee reports to provide senior leadership with visibility of key risks. Training & Advisory: Develop and deliver bespoke training modules and communications to ensure the business remains alert to emerging financial crime trends. The Ideal Candidate Experience: 4+ years of experience as a Financial Crime or Compliance Officer within the (re)insurance industry . Regulation: Strong understanding of UK, EU, US, and UN sanctions within the insurance sector. Technical Ability: Proven experience in financial crime risk assessments and managing registers (Gifts & Entertainment, Segregation of Duties). Communication: Excellent written skills, with the ability to convey complex regulatory messages clearly to diverse stakeholders. Location: Comfortable working from a City of London office on a hybrid basis.
Mar 25, 2026
Full time
Financial Crime Officer (Governance & Training) Location: City of London (Hybrid) Salary: £55,000 - £70,000 per annum + Benefits Job Type: Permanent, Full-time Sector: Insurance / Financial Services The Opportunity A leading global specialty insurer is seeking a Financial Crime Officer to join their expanding International Compliance team. Based in the heart of the City, this newly created role offers a unique opportunity to influence the financial crime framework of a prestigious international business. Reporting to the Senior Financial Crime Officer, you will be responsible for enhancing the group's Financial Crime Framework-covering Sanctions, AML, ABC, Fraud, and Market Abuse-across UK and European jurisdictions. Key Responsibilities Governance & Control: Support the delivery of a robust Financial Crime and Licensing control framework, identifying and implementing key enhancements. Risk Assessment: Assist in the annual risk assessment exercise, evaluating divisional exposure and managing remediation activities. Policy Management: Support the review and implementation of financial crime policies to ensure adherence to UK, EU, and US regulations. Reporting & MI: Deliver high-quality Management Information (MI) and Committee reports to provide senior leadership with visibility of key risks. Training & Advisory: Develop and deliver bespoke training modules and communications to ensure the business remains alert to emerging financial crime trends. The Ideal Candidate Experience: 4+ years of experience as a Financial Crime or Compliance Officer within the (re)insurance industry . Regulation: Strong understanding of UK, EU, US, and UN sanctions within the insurance sector. Technical Ability: Proven experience in financial crime risk assessments and managing registers (Gifts & Entertainment, Segregation of Duties). Communication: Excellent written skills, with the ability to convey complex regulatory messages clearly to diverse stakeholders. Location: Comfortable working from a City of London office on a hybrid basis.
Ernst & Young Advisory Services Sdn Bhd
Cambridge, Cambridgeshire
Overview Manager, Corporate Tax, Luton or Cambridge Location: Luton Other locations: Primary Location Only Requisition ID: Locations: Luton or Cambridge Our Global Compliance Reporting and Advisory professionals help businesses meet complex demands for tax reporting and compliance with the associated tax advisory, strategy and controversy. The Global Compliance Reporting and Advisory team continues to experience growth due to strong client demand. By integrating deep technical and industry knowledge with established methodologies and cutting edge tax technologies they work with a wide range of large and complex multinational companies, (predominantly FTSE and significant inbound businesses) to help them develop and implement effective, practical and sustainable tax strategies. The Opportunity This is an exciting opportunity for a motivated and ambitious individual to join EY's Corporate tax team based in either Luton or Cambridge. The successful candidate will have an opportunity to work with our excellent existing clients, providing a great opportunity to build and expand their network and be instrumental in winning new business. We are continuing to grow and build out our team and are keen to speak with experienced Tax Managers with a focus/background in Corporate Tax, who have a proven track record of building trusted relationships with clients and a passion for delivering exceptional client service. EY is investing significantly in the Private and Mid-market team and we are looking for the right individual to join our team and help contribute to our growth ambition at this exciting time. Your key responsibilities Build and maintain relationships with clients Proactive business development to help add value to existing clients and to develop opportunities to add value to new clients Management of the successful delivery of technically complex and demanding consulting projects for their clients, ensuring technical excellence and a practical / business driven approach taken Provision of development support to junior members of the team through effective supervision, coaching and mentoring Contribution to people initiatives, including retaining and training our team Skills and attributes for success Client driven and strategically and commercially aware Strong Corporate Tax technical skills Strong client relationship management skills with ability to develop quality outputs to clients Negotiation skills, able to sustain opinion and handle challenges Business development skills, able to identify and convert opportunities to sell work Effective time management, ability to remain calm when under pressure to meet deadlines Excellent communicator in a range of situations both written and oral Good knowledge of advising a range of companies including listed, PE backed, Family Owned and OMB. To qualify for the role you must have ACA / CA / CTA / Tax Inspectors with full Technical Training course / Law qualification / Tax specialist qualification / or breadth of knowledge equivalent to a Tax specialist qualification Strong tax technical skills Business development skills, able to identify and convert opportunities to generate new work Experience of coaching and developing more junior staff Ideally you'll also have Project management skills to plan and prioritise work, meet deadlines, and monitor own budgets Ability to solve problems creatively and pragmatically, recognising both the tax technical and commercial implications of advice given. What we look for Team player; ability to integrate with new teams quickly Outgoing with good relationship skills Willingness to join and integrate into a successful and social team The ability to deliver quality output in a timely and efficient manner Energy and focus with an interest in taking on new challenges and developing yourself What working at EY offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Support, coaching and feedback from colleagues who look to get the best out of each other, who want to help you progress and build your career and have some fun along the way. Opportunities to develop new skills and progress your career working with interesting, large and complex businesses. The freedom and flexibility to handle your role in a way that's right for you About EY As a global leader in assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now. Who we are EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance. Select how often (in days) to receive an alert: EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. Provider Description Enabled SAP as service provider "route" is used for session stickiness "careerSiteCompanyId" is used to send the request to the correct data center "JSESSIONID" is placed on the visitor's device during the session so the server can identify the visitor
Mar 25, 2026
Full time
Overview Manager, Corporate Tax, Luton or Cambridge Location: Luton Other locations: Primary Location Only Requisition ID: Locations: Luton or Cambridge Our Global Compliance Reporting and Advisory professionals help businesses meet complex demands for tax reporting and compliance with the associated tax advisory, strategy and controversy. The Global Compliance Reporting and Advisory team continues to experience growth due to strong client demand. By integrating deep technical and industry knowledge with established methodologies and cutting edge tax technologies they work with a wide range of large and complex multinational companies, (predominantly FTSE and significant inbound businesses) to help them develop and implement effective, practical and sustainable tax strategies. The Opportunity This is an exciting opportunity for a motivated and ambitious individual to join EY's Corporate tax team based in either Luton or Cambridge. The successful candidate will have an opportunity to work with our excellent existing clients, providing a great opportunity to build and expand their network and be instrumental in winning new business. We are continuing to grow and build out our team and are keen to speak with experienced Tax Managers with a focus/background in Corporate Tax, who have a proven track record of building trusted relationships with clients and a passion for delivering exceptional client service. EY is investing significantly in the Private and Mid-market team and we are looking for the right individual to join our team and help contribute to our growth ambition at this exciting time. Your key responsibilities Build and maintain relationships with clients Proactive business development to help add value to existing clients and to develop opportunities to add value to new clients Management of the successful delivery of technically complex and demanding consulting projects for their clients, ensuring technical excellence and a practical / business driven approach taken Provision of development support to junior members of the team through effective supervision, coaching and mentoring Contribution to people initiatives, including retaining and training our team Skills and attributes for success Client driven and strategically and commercially aware Strong Corporate Tax technical skills Strong client relationship management skills with ability to develop quality outputs to clients Negotiation skills, able to sustain opinion and handle challenges Business development skills, able to identify and convert opportunities to sell work Effective time management, ability to remain calm when under pressure to meet deadlines Excellent communicator in a range of situations both written and oral Good knowledge of advising a range of companies including listed, PE backed, Family Owned and OMB. To qualify for the role you must have ACA / CA / CTA / Tax Inspectors with full Technical Training course / Law qualification / Tax specialist qualification / or breadth of knowledge equivalent to a Tax specialist qualification Strong tax technical skills Business development skills, able to identify and convert opportunities to generate new work Experience of coaching and developing more junior staff Ideally you'll also have Project management skills to plan and prioritise work, meet deadlines, and monitor own budgets Ability to solve problems creatively and pragmatically, recognising both the tax technical and commercial implications of advice given. What we look for Team player; ability to integrate with new teams quickly Outgoing with good relationship skills Willingness to join and integrate into a successful and social team The ability to deliver quality output in a timely and efficient manner Energy and focus with an interest in taking on new challenges and developing yourself What working at EY offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Support, coaching and feedback from colleagues who look to get the best out of each other, who want to help you progress and build your career and have some fun along the way. Opportunities to develop new skills and progress your career working with interesting, large and complex businesses. The freedom and flexibility to handle your role in a way that's right for you About EY As a global leader in assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now. Who we are EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance. Select how often (in days) to receive an alert: EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. Provider Description Enabled SAP as service provider "route" is used for session stickiness "careerSiteCompanyId" is used to send the request to the correct data center "JSESSIONID" is placed on the visitor's device during the session so the server can identify the visitor
Senior Consultant, Process & Controls (Internal Audit, Internal Controls, SOX) Belfast or Derry Location: Belfast Other locations: Primary Location Only Date: 28 Feb 2026 Requisition ID: At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. General Information Location:Belfast or Derry, Londonderry Available for Visa Sponsorship:No Business Area: Risk Consulting Contract Type: Full-Time - Permanent The Team and the opportunity We are seeking a risk professional to join our Risk Consulting practice, within the Process and Controls team. Risk Consulting is an integral part of our Consulting Services business, focused on providing high value, independent and trusted advice to clients. Working in our Process and Controls team, you will have the opportunity to work with a variety of global and local clients to provide practical risk management, internal controls and process improvement solutions, gaining valuable experience. You will work within different sized, multi-disciplinary teams and play a key role in ensuring high quality outputs and service to our clients. The role involves developing knowledge and implementing new solutions to meet the ever-changing needs of our clients. We have ambitious plans to continue strengthening and growing our offering within Risk Consulting and are looking for a dynamic individual to help us support this area of the practice, to form part of our existing team and to help us deliver our ambitious growth targets in this area. Your key responsibilities As a Senior Consultant in our Risk Consulting practice, you will be responsible for delivering to a broad portfolio of clients and engagements simultaneously, collaborating with a sizeable team and supporting the growth of our business. You will be a key member of the Process and Controls Team reporting directly to the Engagement Managers. You will have responsibility for. • Supporting a portfolio of engagements with our clients. • Collaborating with clients to agree, scope and plan the delivery phase of engagements. • Delivering the fieldwork phase of engagement and drafting reportable findings for management review. • Working as part of a team to deliver projects, with the ability to lead teams and manage more junior members of staff. • Support management on the presentation of our reports and findings to Audit Committees. • Contributing to developing the market for Internal Audit and Internal Controls services. • Supporting the development of our junior team members and acting as mentor and coach. Skills and attributes for success To qualify for the role, you must have: A strong track record in the delivery of Internal Audit, Internal Controls / SOX Services Demonstrated experience in the areas above. You will be a motivated self-starter, with the ambition to drive a team and support continued growth. You will have experience in supporting business development activities. You will be experienced in presenting to Engagement Management teams and have demonstrable business acumen and risk and controls knowledge. Excellence in oral and written communication and reporting writing are essential. We would expect candidates to have knowledge and experience in: Internal audit, in both financial and operational processes. Internal Controls / SOX Utilising core risk and controls skills in a broad range of projects both in traditional internal audit and in advisory projects aimed at assisting in the implementation of controls / improvements. Project Management. Ideally, you will also have Background in professional services environment where you have gained extensive experience in practice management. Ideally you will hold a relevant professional qualification e.g. qualified Accountant or Internal Auditor (ACA, CIMA, ACCA or IIA). We are particularly interested in people with experience in Government and Public Sector, Transport, TMT, Life Sciences, Consumer Products, Advanced Manufacturing and Power & Utilities Sectors. What we look for Highly motivated, good communicators and able to establish personal credibility with clients. You will need to convey technical content in business language with client management. You will also need to be a team player who is not only looking to enhance their own career but recognises the value in developing others and strengthening the team. What working at EY offers We offer a competitive remuneration package. Our comprehensive benefits package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs: covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support and coaching from some of the most engaging colleagues around. Opportunities to develop new skills and progress your career. The freedom and flexibility to handle your role in a way that's right for you. All our employees are given a benefits package which they can tailor to suit their individual preferences. Our range of benefits include: Hybrid Working Pension/Discounted Health Insurance Web Doctor Purchase of Additional Annual Leave Free Gym Membership Travel Pass Maternity & Paternity Leave Bike to Work Scheme Referral Bonuses & Recognition Awards Tech MBA paid by EY EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance. When you join EY, you will be supported to ensure that you are enhancing your skills from day one. Continuous learning, where you can develop the mindset and skills to navigate whatever comes next. As you grow and develop here, you'll discover opportunities to help customise your career journey, so that it's as unique as you are - success is defined by you, we will provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership, we will give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture, you will be embraced for who you are and empowered to use your voice to help others find theirs. We have embraced Hybrid working at EY adding greater flexibility and autonomy to the roles of our employees. About EY As a global leader in assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. Inclusion & Diversity We hold a collective commitment to foster an environment where all differences are valued and respected, practices are equitable and everyone experiences a sense of belonging: Inclusion, diversity, and equity are part of who we are at EY. We believe that the highest-performing teams maximize the power of different perspectives and backgrounds. These teams are both diverse and inclusive and are willing to invite and learn from other perspectives. Our ability to include various viewpoints into our mindsets, behaviours and operations is fundamental to driving innovation, building strong relationships, and delivering the best solutions for our clients. We recognise the strength that comes from having a diverse workforce and building a culture where we support all our people to achieve their potential. You'll be embraced for who you are and empowered to use your voice to help others find theirs. As an equal opportunities' employer, we welcome applications from people of all backgrounds. Reasonable accommodations are offered at every stage of our recruitment process. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world.That's Why, EY. Apply now. IMPORTANT: Where Agency assistance is required, our Talent Team will engage directly with suppliers. CVs / Profiles should not be shared directly with Hiring Managers. Unsolicited CVs / Profiles supplied to EY by Recruitment Agencies will not be accepted for this role. EY Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance . click apply for full job details
Mar 25, 2026
Full time
Senior Consultant, Process & Controls (Internal Audit, Internal Controls, SOX) Belfast or Derry Location: Belfast Other locations: Primary Location Only Date: 28 Feb 2026 Requisition ID: At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. General Information Location:Belfast or Derry, Londonderry Available for Visa Sponsorship:No Business Area: Risk Consulting Contract Type: Full-Time - Permanent The Team and the opportunity We are seeking a risk professional to join our Risk Consulting practice, within the Process and Controls team. Risk Consulting is an integral part of our Consulting Services business, focused on providing high value, independent and trusted advice to clients. Working in our Process and Controls team, you will have the opportunity to work with a variety of global and local clients to provide practical risk management, internal controls and process improvement solutions, gaining valuable experience. You will work within different sized, multi-disciplinary teams and play a key role in ensuring high quality outputs and service to our clients. The role involves developing knowledge and implementing new solutions to meet the ever-changing needs of our clients. We have ambitious plans to continue strengthening and growing our offering within Risk Consulting and are looking for a dynamic individual to help us support this area of the practice, to form part of our existing team and to help us deliver our ambitious growth targets in this area. Your key responsibilities As a Senior Consultant in our Risk Consulting practice, you will be responsible for delivering to a broad portfolio of clients and engagements simultaneously, collaborating with a sizeable team and supporting the growth of our business. You will be a key member of the Process and Controls Team reporting directly to the Engagement Managers. You will have responsibility for. • Supporting a portfolio of engagements with our clients. • Collaborating with clients to agree, scope and plan the delivery phase of engagements. • Delivering the fieldwork phase of engagement and drafting reportable findings for management review. • Working as part of a team to deliver projects, with the ability to lead teams and manage more junior members of staff. • Support management on the presentation of our reports and findings to Audit Committees. • Contributing to developing the market for Internal Audit and Internal Controls services. • Supporting the development of our junior team members and acting as mentor and coach. Skills and attributes for success To qualify for the role, you must have: A strong track record in the delivery of Internal Audit, Internal Controls / SOX Services Demonstrated experience in the areas above. You will be a motivated self-starter, with the ambition to drive a team and support continued growth. You will have experience in supporting business development activities. You will be experienced in presenting to Engagement Management teams and have demonstrable business acumen and risk and controls knowledge. Excellence in oral and written communication and reporting writing are essential. We would expect candidates to have knowledge and experience in: Internal audit, in both financial and operational processes. Internal Controls / SOX Utilising core risk and controls skills in a broad range of projects both in traditional internal audit and in advisory projects aimed at assisting in the implementation of controls / improvements. Project Management. Ideally, you will also have Background in professional services environment where you have gained extensive experience in practice management. Ideally you will hold a relevant professional qualification e.g. qualified Accountant or Internal Auditor (ACA, CIMA, ACCA or IIA). We are particularly interested in people with experience in Government and Public Sector, Transport, TMT, Life Sciences, Consumer Products, Advanced Manufacturing and Power & Utilities Sectors. What we look for Highly motivated, good communicators and able to establish personal credibility with clients. You will need to convey technical content in business language with client management. You will also need to be a team player who is not only looking to enhance their own career but recognises the value in developing others and strengthening the team. What working at EY offers We offer a competitive remuneration package. Our comprehensive benefits package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs: covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Support and coaching from some of the most engaging colleagues around. Opportunities to develop new skills and progress your career. The freedom and flexibility to handle your role in a way that's right for you. All our employees are given a benefits package which they can tailor to suit their individual preferences. Our range of benefits include: Hybrid Working Pension/Discounted Health Insurance Web Doctor Purchase of Additional Annual Leave Free Gym Membership Travel Pass Maternity & Paternity Leave Bike to Work Scheme Referral Bonuses & Recognition Awards Tech MBA paid by EY EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance. When you join EY, you will be supported to ensure that you are enhancing your skills from day one. Continuous learning, where you can develop the mindset and skills to navigate whatever comes next. As you grow and develop here, you'll discover opportunities to help customise your career journey, so that it's as unique as you are - success is defined by you, we will provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership, we will give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture, you will be embraced for who you are and empowered to use your voice to help others find theirs. We have embraced Hybrid working at EY adding greater flexibility and autonomy to the roles of our employees. About EY As a global leader in assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. Inclusion & Diversity We hold a collective commitment to foster an environment where all differences are valued and respected, practices are equitable and everyone experiences a sense of belonging: Inclusion, diversity, and equity are part of who we are at EY. We believe that the highest-performing teams maximize the power of different perspectives and backgrounds. These teams are both diverse and inclusive and are willing to invite and learn from other perspectives. Our ability to include various viewpoints into our mindsets, behaviours and operations is fundamental to driving innovation, building strong relationships, and delivering the best solutions for our clients. We recognise the strength that comes from having a diverse workforce and building a culture where we support all our people to achieve their potential. You'll be embraced for who you are and empowered to use your voice to help others find theirs. As an equal opportunities' employer, we welcome applications from people of all backgrounds. Reasonable accommodations are offered at every stage of our recruitment process. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world.That's Why, EY. Apply now. IMPORTANT: Where Agency assistance is required, our Talent Team will engage directly with suppliers. CVs / Profiles should not be shared directly with Hiring Managers. Unsolicited CVs / Profiles supplied to EY by Recruitment Agencies will not be accepted for this role. EY Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance . click apply for full job details
Position: Senior Commercial Insurance Advisor Location: Devizes Salary: Negotiable + benefits Overview We are currently looking for a Senior Commercial Insurance Advisor/Handler to join the friendly and welcoming team at our Devizes office. The Senior Commercial Insurance Advisor is a key position dealing with primarily small & medium commercial insurance risks from various business types. Your purpose will be to achieve the required renewals and new business results and contribute towards team/individual targets, whilst offering a bespoke high level service, adhering to company procedures and regulatory requirements. This is a long term progressive opportunity that will provide stability, enjoyment and satisfaction at a leading & reputable regional insurance broking hub. The day to day: Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI's Ensure you carry out thorough pre renewal reviews with your clients annually, identify customer needs, highlight any shortfalls in cover and advise your client accordingly Conduct a full insurer/market review for your client and then recommend the most suitable policy which protects the customers needs. Invite all policies within regulatory guidelines and ensure policies are renewed, on or before the renewal date. Review client documentation and ensure its accuracy and that it meets the client's needs. Ensure documents are issued within contract certain timelines. Identify and discuss with your clients any recommended and relevant additional covers Debt Management to ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt. What's on offer: Negotiable basic salary + bonuses Wide range of additional addon benefits and discounts (Pension, DIS, Holiday etc) CII Membership and CII Studies / exams paid Your experience: Broking insurance from a number of sectors such as liability, property to financial lines Handling new business quotation enquiries, renewals and mid-term adjustments Experience of commerce and industry and familiarity with markets and economic trends Ability to develop and maintain business contacts and goodwill Excellent interpersonal, written and verbal communication skills Ability to prepare and present reports Pro-active and self-motivated Strong planning and organisation skills to meet deadlines Attention to detail Co-operative and supportive team player
Mar 25, 2026
Full time
Position: Senior Commercial Insurance Advisor Location: Devizes Salary: Negotiable + benefits Overview We are currently looking for a Senior Commercial Insurance Advisor/Handler to join the friendly and welcoming team at our Devizes office. The Senior Commercial Insurance Advisor is a key position dealing with primarily small & medium commercial insurance risks from various business types. Your purpose will be to achieve the required renewals and new business results and contribute towards team/individual targets, whilst offering a bespoke high level service, adhering to company procedures and regulatory requirements. This is a long term progressive opportunity that will provide stability, enjoyment and satisfaction at a leading & reputable regional insurance broking hub. The day to day: Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI's Ensure you carry out thorough pre renewal reviews with your clients annually, identify customer needs, highlight any shortfalls in cover and advise your client accordingly Conduct a full insurer/market review for your client and then recommend the most suitable policy which protects the customers needs. Invite all policies within regulatory guidelines and ensure policies are renewed, on or before the renewal date. Review client documentation and ensure its accuracy and that it meets the client's needs. Ensure documents are issued within contract certain timelines. Identify and discuss with your clients any recommended and relevant additional covers Debt Management to ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt. What's on offer: Negotiable basic salary + bonuses Wide range of additional addon benefits and discounts (Pension, DIS, Holiday etc) CII Membership and CII Studies / exams paid Your experience: Broking insurance from a number of sectors such as liability, property to financial lines Handling new business quotation enquiries, renewals and mid-term adjustments Experience of commerce and industry and familiarity with markets and economic trends Ability to develop and maintain business contacts and goodwill Excellent interpersonal, written and verbal communication skills Ability to prepare and present reports Pro-active and self-motivated Strong planning and organisation skills to meet deadlines Attention to detail Co-operative and supportive team player
Wallace Hind Selection
Northampton, Northamptonshire
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
Mar 25, 2026
Full time
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
Mar 25, 2026
Full time
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
Wallace Hind Selection
Milton Keynes, Buckinghamshire
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
Mar 25, 2026
Full time
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
Compliance Manager - Risk & Compliance Part of LSL Property Services plc, PRIMIS Mortgage Network are the largest Mortgage and Protection Network in the UK with some 1000 firms as business partners and circa 3000 advisors working alongside us. The FS division also includes TMA and Linear Financial Solutions. We are keen to recruit a Compliance Manager (reporting to our Head of Compliance) to join our large and highly experienced Compliance and Risk team supporting LSL's Financial Services Division. This role presents an exciting opportunity for a highly experienced Compliance professional to contribute to the success of our Financial Services Division The successful candidate will support the management of regulatory risk within the FS Division Risk & Compliance team, to deliver against key risk and regulatory objectives that ensure the Division meets compliance within regulatory and legal requirements. The role will be based partly out of our HQ site on the Birmingham Business Park in Solihull and partly Home Working (hybrid) We estimate no more than 1 - 2 days per week in the office. Main accountabilities: Horizon scanning and regulatory awareness - oversee horizon scanning activities to identify and escalate new and emerging regulatory and legal requirements applicable to the FS Division, ensuring the business remains informed and compliant Stakeholder communication - communicate regulatory changes, their implications, and recommended actions clearly and effectively to key business stakeholders Business Partnering and stakeholder support - Partner with business functions to embed compliance into their operations, fostering a culture of accountability and collaboration across the business. Regulatory expertise and interpretation - act as the Subject Matter Expert (SME) on FCA regulatory and legal requirements, providing practical and understandable guidance to ensure compliance and alignment with business objectives Strategic advice and challenge - provide advice, guidance and constructive challenge on complex regulatory changes, business initiatives, and internal projects to drive informed decision-making Regulatory and committee engagement - Support the Head of and Chief Risk Officer (CRO) in timely and accurate interactions with regulators. Prepare and deliver committee reporting, ensuring accuracy and relevance and represent the 2nd Line at committee meetings when required. Regulatory reporting oversight - manage the completion and submission of all regulatory reporting, ensuring accuracy and compliance with deadlines. SM&CR Governance - oversee the Senior Managers and Certification Regime (SM&CR) application processes, providing expert advice and guidance on associated governance and compliance requirements. Support for Appointed Representatives - oversee and ensure the delivery of exceptional support to appointed representatives via the compliance inbox and inbound calls, contributing to the business's vision. Hygiene Factors - accountable for the development, implementation and compliance of critical business areas including conflict of interest, anti-bribery and corruption, whistleblowing, and where applicable fraud and AML risk assessments Knowledge & Expertise: Strong technical knowledge of the FCA Handbook and the regulatory framework governing mortgage, protection, and insurance market. In particular, the Appointed Representative Regime, Approved Persons, Consumer Duty and SM&CR. A good understanding of other industry rules relevant to the Network model, for example, GDPR Excellent communication skills (verbal and written). Be able to speak as a SME on all regulatory topics to the first line on regulatory matters Ability to apply professional judgement and experience to interpretation of complex regulation while being conscientious to applicable business models and objectives Strong analytical and problem-solving skills, with a pragmatic approach to risk and regulatory interpretation Be able to engage with confidence and exert strong influence at all levels of the business Ability to build strong relationships, overcome objections, negotiate, liaise, and gain agreement at all levels of the business Knowledge and understanding of the risks inherent in a Network business model - desirable Has achieved an industry recognised professional compliance qualification, for example, ICA Diploma in Governance, Risk & Compliance is preferable. 5+ years Financial Services experience, ideally in second line roles Experience of interpretation and providing advice and challenge to first line business stakeholders Ideally achieved the Certificate in Mortgage Advice and Practice (CeMAP) or alternative industry recognised qualification. Salary - £60,000 - £65,000 DOE plus plc linked benefits Based on the Birmingham Business Park in Solihull B37 although we do offer hybrid being a split of remote working / office. Internal LSL group candidates must discuss with their immediate line manager in the first instance. If you are interested in applying for this position, please forward your CV with covering letter in confidence to James McNee of the in house recruitment function here at PRIMIS / LSL We are an equal opportunity and Disability Confident employer, dedicated to building a diverse and inclusive workplace. We welcome applications from people of all abilities and backgrounds, and we do not discriminate based on disability or individual needs. If you require any reasonable adjustments during the recruitment process, please let us know. LSL are dedicated to protecting your data - our Recruitment Privacy Notice can be viewed on the LSL Careers website
Mar 25, 2026
Full time
Compliance Manager - Risk & Compliance Part of LSL Property Services plc, PRIMIS Mortgage Network are the largest Mortgage and Protection Network in the UK with some 1000 firms as business partners and circa 3000 advisors working alongside us. The FS division also includes TMA and Linear Financial Solutions. We are keen to recruit a Compliance Manager (reporting to our Head of Compliance) to join our large and highly experienced Compliance and Risk team supporting LSL's Financial Services Division. This role presents an exciting opportunity for a highly experienced Compliance professional to contribute to the success of our Financial Services Division The successful candidate will support the management of regulatory risk within the FS Division Risk & Compliance team, to deliver against key risk and regulatory objectives that ensure the Division meets compliance within regulatory and legal requirements. The role will be based partly out of our HQ site on the Birmingham Business Park in Solihull and partly Home Working (hybrid) We estimate no more than 1 - 2 days per week in the office. Main accountabilities: Horizon scanning and regulatory awareness - oversee horizon scanning activities to identify and escalate new and emerging regulatory and legal requirements applicable to the FS Division, ensuring the business remains informed and compliant Stakeholder communication - communicate regulatory changes, their implications, and recommended actions clearly and effectively to key business stakeholders Business Partnering and stakeholder support - Partner with business functions to embed compliance into their operations, fostering a culture of accountability and collaboration across the business. Regulatory expertise and interpretation - act as the Subject Matter Expert (SME) on FCA regulatory and legal requirements, providing practical and understandable guidance to ensure compliance and alignment with business objectives Strategic advice and challenge - provide advice, guidance and constructive challenge on complex regulatory changes, business initiatives, and internal projects to drive informed decision-making Regulatory and committee engagement - Support the Head of and Chief Risk Officer (CRO) in timely and accurate interactions with regulators. Prepare and deliver committee reporting, ensuring accuracy and relevance and represent the 2nd Line at committee meetings when required. Regulatory reporting oversight - manage the completion and submission of all regulatory reporting, ensuring accuracy and compliance with deadlines. SM&CR Governance - oversee the Senior Managers and Certification Regime (SM&CR) application processes, providing expert advice and guidance on associated governance and compliance requirements. Support for Appointed Representatives - oversee and ensure the delivery of exceptional support to appointed representatives via the compliance inbox and inbound calls, contributing to the business's vision. Hygiene Factors - accountable for the development, implementation and compliance of critical business areas including conflict of interest, anti-bribery and corruption, whistleblowing, and where applicable fraud and AML risk assessments Knowledge & Expertise: Strong technical knowledge of the FCA Handbook and the regulatory framework governing mortgage, protection, and insurance market. In particular, the Appointed Representative Regime, Approved Persons, Consumer Duty and SM&CR. A good understanding of other industry rules relevant to the Network model, for example, GDPR Excellent communication skills (verbal and written). Be able to speak as a SME on all regulatory topics to the first line on regulatory matters Ability to apply professional judgement and experience to interpretation of complex regulation while being conscientious to applicable business models and objectives Strong analytical and problem-solving skills, with a pragmatic approach to risk and regulatory interpretation Be able to engage with confidence and exert strong influence at all levels of the business Ability to build strong relationships, overcome objections, negotiate, liaise, and gain agreement at all levels of the business Knowledge and understanding of the risks inherent in a Network business model - desirable Has achieved an industry recognised professional compliance qualification, for example, ICA Diploma in Governance, Risk & Compliance is preferable. 5+ years Financial Services experience, ideally in second line roles Experience of interpretation and providing advice and challenge to first line business stakeholders Ideally achieved the Certificate in Mortgage Advice and Practice (CeMAP) or alternative industry recognised qualification. Salary - £60,000 - £65,000 DOE plus plc linked benefits Based on the Birmingham Business Park in Solihull B37 although we do offer hybrid being a split of remote working / office. Internal LSL group candidates must discuss with their immediate line manager in the first instance. If you are interested in applying for this position, please forward your CV with covering letter in confidence to James McNee of the in house recruitment function here at PRIMIS / LSL We are an equal opportunity and Disability Confident employer, dedicated to building a diverse and inclusive workplace. We welcome applications from people of all abilities and backgrounds, and we do not discriminate based on disability or individual needs. If you require any reasonable adjustments during the recruitment process, please let us know. LSL are dedicated to protecting your data - our Recruitment Privacy Notice can be viewed on the LSL Careers website
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
Mar 25, 2026
Full time
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
An opportunity has arisen for a Commercial Insurance Account Executive to join a well-established insurance broker offering tailored cover for both personal and commercial clients. As a Commercial Insurance Account Executive, you will manage renewals, generate new business, and support clients with tailored commercial insurance solutions. This role offers a salary range of £28,000 - £40,000 (DOE) and benefits. You will be responsible for: Managing commercial renewals to maximise client retention and identify growth opportunities Preparing and delivering quotations for new and existing business Developing warm leads into new business opportunities Building and maintaining strong client relationships through ongoing support and advice Visiting clients and prospects to strengthen partnerships and secure new business Promoting services through creative and effective business development activities Handling mid-term adjustments in line with client requirements Ensuring all activities comply with FCA regulations and internal procedures What we are looking for: Previously worked as a Commercial Insurance Account Executive, Commercial Account Executive, Insurance Broker, Commercial Insurance Sales Executive, Insurance Sales Executive, Insurance Consultant, Insurance Executive, Insurance Advisor or in a similar role. Have 2 years of prior experience in insurance industry. Experience within commercial insurance (commercial lines), including renewals, new business and mid-term adjustments Working knowledge of Acturis software is preferred Proven ability to generate and convert sales opportunities Strong client relationship management skills What's on offer: Competitive salary KPI-driven bonus structure 25 days holiday allowance plus bank holidays Structured working hours with a defined lunch break Salary review following successful completion of probation This is a great opportunity for an Insurance Sales Executive to join a growing organisation where you can make a real impact. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Mar 25, 2026
Full time
An opportunity has arisen for a Commercial Insurance Account Executive to join a well-established insurance broker offering tailored cover for both personal and commercial clients. As a Commercial Insurance Account Executive, you will manage renewals, generate new business, and support clients with tailored commercial insurance solutions. This role offers a salary range of £28,000 - £40,000 (DOE) and benefits. You will be responsible for: Managing commercial renewals to maximise client retention and identify growth opportunities Preparing and delivering quotations for new and existing business Developing warm leads into new business opportunities Building and maintaining strong client relationships through ongoing support and advice Visiting clients and prospects to strengthen partnerships and secure new business Promoting services through creative and effective business development activities Handling mid-term adjustments in line with client requirements Ensuring all activities comply with FCA regulations and internal procedures What we are looking for: Previously worked as a Commercial Insurance Account Executive, Commercial Account Executive, Insurance Broker, Commercial Insurance Sales Executive, Insurance Sales Executive, Insurance Consultant, Insurance Executive, Insurance Advisor or in a similar role. Have 2 years of prior experience in insurance industry. Experience within commercial insurance (commercial lines), including renewals, new business and mid-term adjustments Working knowledge of Acturis software is preferred Proven ability to generate and convert sales opportunities Strong client relationship management skills What's on offer: Competitive salary KPI-driven bonus structure 25 days holiday allowance plus bank holidays Structured working hours with a defined lunch break Salary review following successful completion of probation This is a great opportunity for an Insurance Sales Executive to join a growing organisation where you can make a real impact. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
Mar 25, 2026
Full time
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
Wallace Hind Selection
Towcester, Northamptonshire
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
Mar 25, 2026
Full time
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
An exciting opportunity has arisen for an experienced Senior Employee Benefits Consultant to join a highly regarded financial advisory team within a leading professional services firm. This role sits within a specialist Employee Benefits function, providing strategic advice to a diverse corporate client base, including SMEs, larger organisations, and specialist sectors such as education. The team delivers holistic support across pensions, risk, healthcare and wider benefits strategy. You will take ownership of a portfolio of clients, providing expert guidance while also playing a key role in developing new business and strengthening client relationships. The Role This is a client-facing, commercially focused role combining advisory, relationship management and business development. Key responsibilities include: Acting as lead consultant for a portfolio of corporate clients Providing strategic advice on: Workplace pensions Group life assurance Income protection Private medical insurance Wider employee benefits and wellbeing solutions Managing incoming client enquiries and delivering high-quality, timely responses Leading client meetings, including in-person presentations and reviews Driving client retention, renewals and governance processes Identifying and converting new business opportunities Supporting proposals, tenders and pitches Building long-term, trusted client relationships The role requires someone confident in both day-to-day client servicing and winning new business. About You To be successful in this role, you will bring: Strong experience in corporate employee benefits consulting Proven expertise across pensions and group risk/healthcare products Experience advising corporate clients and senior stakeholders A track record of generating new business and growing client accounts Excellent communication and presentation skills The ability to manage multiple clients and priorities effectively Strong technical knowledge of benefits legislation and market trends Qualifications such as CII Level 4 (or equivalent) and current SPS are highly desirable. Working Environment Hybrid working: typically 2 days per week in the office Client travel as required (presentations typically in person, some meetings virtual) Collaborative, high-performing advisory team environment Strong focus on professional development and progression What's on Offer Salary up to £85,000 Performance-related bonus Comprehensive benefits package including: Private medical insurance Income protection Life assurance Pension Flexible benefits and wellbeing support Generous holiday allowance and additional perks This is a fantastic opportunity to join a respected advisory business where you can take ownership of client relationships, influence strategy, and play a key role in the growth of a successful employee benefits offering.
Mar 25, 2026
Full time
An exciting opportunity has arisen for an experienced Senior Employee Benefits Consultant to join a highly regarded financial advisory team within a leading professional services firm. This role sits within a specialist Employee Benefits function, providing strategic advice to a diverse corporate client base, including SMEs, larger organisations, and specialist sectors such as education. The team delivers holistic support across pensions, risk, healthcare and wider benefits strategy. You will take ownership of a portfolio of clients, providing expert guidance while also playing a key role in developing new business and strengthening client relationships. The Role This is a client-facing, commercially focused role combining advisory, relationship management and business development. Key responsibilities include: Acting as lead consultant for a portfolio of corporate clients Providing strategic advice on: Workplace pensions Group life assurance Income protection Private medical insurance Wider employee benefits and wellbeing solutions Managing incoming client enquiries and delivering high-quality, timely responses Leading client meetings, including in-person presentations and reviews Driving client retention, renewals and governance processes Identifying and converting new business opportunities Supporting proposals, tenders and pitches Building long-term, trusted client relationships The role requires someone confident in both day-to-day client servicing and winning new business. About You To be successful in this role, you will bring: Strong experience in corporate employee benefits consulting Proven expertise across pensions and group risk/healthcare products Experience advising corporate clients and senior stakeholders A track record of generating new business and growing client accounts Excellent communication and presentation skills The ability to manage multiple clients and priorities effectively Strong technical knowledge of benefits legislation and market trends Qualifications such as CII Level 4 (or equivalent) and current SPS are highly desirable. Working Environment Hybrid working: typically 2 days per week in the office Client travel as required (presentations typically in person, some meetings virtual) Collaborative, high-performing advisory team environment Strong focus on professional development and progression What's on Offer Salary up to £85,000 Performance-related bonus Comprehensive benefits package including: Private medical insurance Income protection Life assurance Pension Flexible benefits and wellbeing support Generous holiday allowance and additional perks This is a fantastic opportunity to join a respected advisory business where you can take ownership of client relationships, influence strategy, and play a key role in the growth of a successful employee benefits offering.
Job Description Role: Technology Strategy Consultant Location: London, Manchester, Newcastle Industry Experience: Energy, Chemical, Natural Resources experience required. Accenture is a leading global professional services company, providing a broad range of services in strategy and consulting, interactive, technology and operations, with digital capabilities across all of these services. With our thought leadership and culture of innovation, we apply industry expertise, diverse skills and next generation technology to each business challenge. We believe in inclusion and diversity and supporting the whole person. Our core values comprise of Stewardship, Best People, Client Value Creation, One Global Network, Respect for the Individual and Integrity. Year after year, Accenture is recognized worldwide not just for business performance but for inclusion and diversity too. "Across the globe, one thing is universally true of the people of Accenture: We care deeply about what we do and the impact we have with our clients and with the communities in which we work and live. It is personal to all of us." - Julie Sweet, Accenture CEO As a team Are you known for your ability to identify and solve the most challenging client problems through combining deep industry value chain knowledge and technology expertise? Can you describe the value of the exploitation of technology? If you show a flair for innovation, approach challenges with curiosity and are outcome driven in shaping and transforming client businesses, then we want to hear from you. Accenture Technology Strategy solves complex challenges at the intersection of business and technology. We take a specialist led, value based approach to identifying the right technology strategies for our clients. Technology Strategy is a critical, fast growing component of our overall Strategy and Consulting practice. We develop company wide strategies that exploit disruptive technologies, as well as advise our clients on how to reimagine their technology operations, architectures, and ways of working. With your impressive knowledge of the evolving digital landscape, disruptive technologies, and trends in technology strategy, you will work in high performance teams to address priority C suite issues with precision and speed. Our teams are changing businesses every day using deep industry insights and innovative ideas. Positioned at the crucial intersection of business and technology, we devise creative strategies for addressing our clients' most pressing challenges and opportunities, based on trends, insights and data. With an eye for competitive advantage, digital disruption, operating models, and the future workforce, we take on the challenge of designing and implementing transformative business solutions, using the newest technology. Our research based advice and situational analyses enable our clients to act with speed and confidence. Whether we're investigating complex issues or identifying new opportunities, our work always comes down to one thing: unlocking value and creating real, tangible impacts. Responsibilities Manage single projects or major workstreams, driving overall team deliverables while supervising and mentoring team members Build strong relationships with senior clients that extend beyond individual projects, including beginning to develop C suite relationships Drive collaboration and teaming with the client, while serving as a trusted advisor to define strategy at the intersection of technology and business Articulate a compelling technology vision, informed by industry / functional expertise Shape the role of technology in business strategies to capture market share Identify and prioritise value creation opportunities based on detailed assessment and analysis of current technology footprint Shape strategic opportunities which incorporate innovative technology solutions into broader business transformations Develop value and business cases leveraging disruptive technologies to support executive decision making for investment in proposed transformation roadmaps, aligned with client's strategic planning cycles Lead the creation of well articulated thought leadership assets that present innovative insight, knowledge, guidance, and recommendations on a specific market relevant technology strategy Identity and advance ideas for new business opportunities Support business development and build understanding of how to architect and position proposals and SoWs Facilitate to drive results and gain consensus for action - be able to address difficult client conversations and engage senior client stakeholders to drive meaningful outcomes Have a strong understanding of Resources industry trends, technology advancements to inform and enhance client solutions, specifically in Energy, Chemicals and Natural Resources. Qualifications Have experience across our key Resource Groups: Energy, Chemicals & Natural Resources This includes Oil & Gas, Energy, Sustainability, Mining, Metals, Nuclear and Forest Products. Work within or across one of the architectural domains; Business, Application, Data and Technology Strong desire to work in technology driven business transformation and curiosity around opportunities and threats posed by innovation and industry convergence Knowledge of, and passion for, key technology advancements, trends and disciplines including cloud, AI/ML, IoT, blockchain, AR/VR and sustainable IT, based on previous experience and interest in the latest innovations Relevant experience with large scale digital and/or technology transformations Specialist knowledge of industry operations, dynamics, and trends in one or more of the following industries oil & gas, Chemicals Intellectual capacity to develop creative and breakthrough solutions Strong analytical skills, understanding of complex issues, the ability to quickly absorb information, conceptual and creative problem solving excellence. Equally comfortable in the role of business or technology strategist; able to rapidly assess the technology implications of business strategy and the business implications of technology strategy First class written and verbal communication skills; the ability to articulate complex problems and solutions in a simple, logical, and impactful manner Strong presentation skills with the ability to synthesise information and bring a message forward Proven success in leading and contributing to a team oriented environment Leadership qualities: the ability to easily establish trust based relationships and gain valuable insights through collaboration and communication Drive: enjoys a challenge, proven ability to adapt and remove obstacles to achieve results, determination and optimism Bachelor's degree (or equivalent experience) What's in it for you At Accenture, in addition to a competitive basic salary, you will also have an extensive benefits package which includes 30 days' vacation per year, private medical insurance and 3 extra days leave per year for charitable work of your choice. Flexibility and mobility are required to deliver this role as there will be requirements to spend time onsite with our clients and partners to enable delivery of the first class services we are known for. Equal Employment Opportunity Statement Accenture is an equal opportunities employer and welcomes applications from all sections of society and does not discriminate on grounds of race, religion or belief, ethnic or national origin, disability, age, citizenship, marital, domestic or civil partnership status, sexual orientation, or gender identity, or any other basis as protected by applicable law. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Accenture is committed to providing veteran employment opportunities to our service men and women. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process. Application Deadline Ongoing Accenture reserves the right to close the role, if a suitable candidate is found. Locations London Manchester Newcastle
Mar 25, 2026
Full time
Job Description Role: Technology Strategy Consultant Location: London, Manchester, Newcastle Industry Experience: Energy, Chemical, Natural Resources experience required. Accenture is a leading global professional services company, providing a broad range of services in strategy and consulting, interactive, technology and operations, with digital capabilities across all of these services. With our thought leadership and culture of innovation, we apply industry expertise, diverse skills and next generation technology to each business challenge. We believe in inclusion and diversity and supporting the whole person. Our core values comprise of Stewardship, Best People, Client Value Creation, One Global Network, Respect for the Individual and Integrity. Year after year, Accenture is recognized worldwide not just for business performance but for inclusion and diversity too. "Across the globe, one thing is universally true of the people of Accenture: We care deeply about what we do and the impact we have with our clients and with the communities in which we work and live. It is personal to all of us." - Julie Sweet, Accenture CEO As a team Are you known for your ability to identify and solve the most challenging client problems through combining deep industry value chain knowledge and technology expertise? Can you describe the value of the exploitation of technology? If you show a flair for innovation, approach challenges with curiosity and are outcome driven in shaping and transforming client businesses, then we want to hear from you. Accenture Technology Strategy solves complex challenges at the intersection of business and technology. We take a specialist led, value based approach to identifying the right technology strategies for our clients. Technology Strategy is a critical, fast growing component of our overall Strategy and Consulting practice. We develop company wide strategies that exploit disruptive technologies, as well as advise our clients on how to reimagine their technology operations, architectures, and ways of working. With your impressive knowledge of the evolving digital landscape, disruptive technologies, and trends in technology strategy, you will work in high performance teams to address priority C suite issues with precision and speed. Our teams are changing businesses every day using deep industry insights and innovative ideas. Positioned at the crucial intersection of business and technology, we devise creative strategies for addressing our clients' most pressing challenges and opportunities, based on trends, insights and data. With an eye for competitive advantage, digital disruption, operating models, and the future workforce, we take on the challenge of designing and implementing transformative business solutions, using the newest technology. Our research based advice and situational analyses enable our clients to act with speed and confidence. Whether we're investigating complex issues or identifying new opportunities, our work always comes down to one thing: unlocking value and creating real, tangible impacts. Responsibilities Manage single projects or major workstreams, driving overall team deliverables while supervising and mentoring team members Build strong relationships with senior clients that extend beyond individual projects, including beginning to develop C suite relationships Drive collaboration and teaming with the client, while serving as a trusted advisor to define strategy at the intersection of technology and business Articulate a compelling technology vision, informed by industry / functional expertise Shape the role of technology in business strategies to capture market share Identify and prioritise value creation opportunities based on detailed assessment and analysis of current technology footprint Shape strategic opportunities which incorporate innovative technology solutions into broader business transformations Develop value and business cases leveraging disruptive technologies to support executive decision making for investment in proposed transformation roadmaps, aligned with client's strategic planning cycles Lead the creation of well articulated thought leadership assets that present innovative insight, knowledge, guidance, and recommendations on a specific market relevant technology strategy Identity and advance ideas for new business opportunities Support business development and build understanding of how to architect and position proposals and SoWs Facilitate to drive results and gain consensus for action - be able to address difficult client conversations and engage senior client stakeholders to drive meaningful outcomes Have a strong understanding of Resources industry trends, technology advancements to inform and enhance client solutions, specifically in Energy, Chemicals and Natural Resources. Qualifications Have experience across our key Resource Groups: Energy, Chemicals & Natural Resources This includes Oil & Gas, Energy, Sustainability, Mining, Metals, Nuclear and Forest Products. Work within or across one of the architectural domains; Business, Application, Data and Technology Strong desire to work in technology driven business transformation and curiosity around opportunities and threats posed by innovation and industry convergence Knowledge of, and passion for, key technology advancements, trends and disciplines including cloud, AI/ML, IoT, blockchain, AR/VR and sustainable IT, based on previous experience and interest in the latest innovations Relevant experience with large scale digital and/or technology transformations Specialist knowledge of industry operations, dynamics, and trends in one or more of the following industries oil & gas, Chemicals Intellectual capacity to develop creative and breakthrough solutions Strong analytical skills, understanding of complex issues, the ability to quickly absorb information, conceptual and creative problem solving excellence. Equally comfortable in the role of business or technology strategist; able to rapidly assess the technology implications of business strategy and the business implications of technology strategy First class written and verbal communication skills; the ability to articulate complex problems and solutions in a simple, logical, and impactful manner Strong presentation skills with the ability to synthesise information and bring a message forward Proven success in leading and contributing to a team oriented environment Leadership qualities: the ability to easily establish trust based relationships and gain valuable insights through collaboration and communication Drive: enjoys a challenge, proven ability to adapt and remove obstacles to achieve results, determination and optimism Bachelor's degree (or equivalent experience) What's in it for you At Accenture, in addition to a competitive basic salary, you will also have an extensive benefits package which includes 30 days' vacation per year, private medical insurance and 3 extra days leave per year for charitable work of your choice. Flexibility and mobility are required to deliver this role as there will be requirements to spend time onsite with our clients and partners to enable delivery of the first class services we are known for. Equal Employment Opportunity Statement Accenture is an equal opportunities employer and welcomes applications from all sections of society and does not discriminate on grounds of race, religion or belief, ethnic or national origin, disability, age, citizenship, marital, domestic or civil partnership status, sexual orientation, or gender identity, or any other basis as protected by applicable law. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Accenture is committed to providing veteran employment opportunities to our service men and women. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process. Application Deadline Ongoing Accenture reserves the right to close the role, if a suitable candidate is found. Locations London Manchester Newcastle
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
Mar 25, 2026
Full time
We're an established and growing (organic and by acquisition) independent insurance broker and have recently moved to new offices near Milton Keynes to facilitate our growth. We're now looking for a Commercial Lines Account Handler to maintain and enhance the management of client relationships. This isn't a pressurised sales environment; our client base is led by referrals, and we are fully regulated. BASIC SALARY: Up to £40,000 BENEFITS: 25 days holiday Pension contribution Financial assistance with insurance qualifications Free parking LOCATION: This is an office based role, based on the outskirts of Milton Keynes (Old Stratford) COMMUTABLE LOCATIONS: Milton Keynes, Bedford, Luton, Northampton, Towcester, Bicester, Leighton Buzzard, Bletchley, Flitwick, Toddington, Buckingham, Brackley, Old Stratford, Ampthill, Houghton Regis, Dunstable, Hitchin JOB DESCRIPTION: Commercial Lines Account Handler - Insurance Our business is built on long-standing relationships, repeat clients, and word-of-mouth referrals. You'll be managing and nurturing a loyal portfolio of clients, ensuring excellent service and smooth policy administration. We're a small, close-knit team growing steadily year on year, and our spacious new office reflects our ambition for continued, sustainable growth. KEY RESPONSIBILITIES: Commercial Lines Account Handler - Insurance As our Commercial Lines Account Handler, you'll be responsible for: Dealing with policy renewals, midterm adjustments and ongoing policy administration. Provision of client service advice to all clients - including risk management advice, market intelligence and broking, marketing findings. Marketing, broking and any subsequent management and administration of new business enquiries, including administration. Administration of claims. PERSON SPECIFICATION: Commercial Lines Account Handler - Insurance To be our Commercial Lines Account Handler, you will be confident in your approach to communicating across all mediums, you'll have meticulous attention to detail, and: You'll have experience of working within Insurance previously (SME Commercial Lines) and understand the FCA guidelines. Ideally, you'll have passed IF1, FIT or equivalent. However, we'll meet any reasonable costs for this to be completed within the probationary period if this isn't the case. Experience of working within a regulated environment or compliance experience. THE COMPANY: We're an independent insurance broker, specialising in bespoke insurance solutions for both commercial and private clients across the UK. Our referrals are all client led, and we pride ourselves on delivering a service and support that's second to none. As a result, we have grown impressively by acquisition 13 times in the last 16 years. It is highly likely you will have worked in any of the following roles and/or markets, and worked with the following products and/or services: Account Handler, Insurance Broker, Independent Financial Advisor, Account Manager, Insurance Aggregate, Internal Sales Executive, Account Executive, Insurance Sales - Insurance, Commercial Lines, Personal Lines, Car Insurance, Home Insurance, Underwriting. INTERESTED? Please click apply. You will receive an acknowledgement of your application. Wallace Hind Selection, alongside our client embrace diversity, champion equality, and foster inclusion to create a work environment where everyone belongs and thrives. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: SM18430, Wallace Hind Selection
Finance Advisor - East Bristol Salary: Basic salary of £30,000+ depending on experience. Realistic OTE £50,000-£60,000+ (based on individual commission). Working Hours: Monday to Friday - 8:45am-6:00pm Saturday - 9:00am-4:00pm (Working hours may vary to accommodate evening or home appointments.) We are seeking a qualified and experienced Finance Advisor to support two offices in Bristol. This full-time role focuses on building strong relationships with branch teams and developing a consistent pipeline of client referrals.Working closely with colleagues across the offices you support, you will provide mortgage and protection advice to referred clients while delivering a professional and compliant service throughout the home-buying process.Key Responsibilities Advising clients on and arranging mortgages in a timely and compliant manner Arranging appropriate life insurance and protection policies Securing mortgage offers to support both immediate and future property purchases Managing and nurturing client relationships from initial enquiry through to completion Working closely with branch teams to maximise referral opportunities About YouYou'll be an experienced financial services professional who enjoys building relationships and delivering excellent outcomes.You will need to: Hold relevant financial services qualifications Deliver outstanding customer service consistently Demonstrate strong time management and organisational skills Communicate confidently by phone, in writing and face-to-face Be personable, approachable and professional Hold a full UK driving licence and have access to your own vehicle Lead SourceTwo primary offices in Bristol with potential for further opportunities across the wider office network.The Longer-Term OpportunityThis role offers more than just a position - it's a career pathway.The business is actively looking to grow a multi-adviser financial services operation across: 10 sales and lettings offices Land & New Homes Coverage across Bristol, North Somerset and South Gloucestershire You will work closely with the directors and, for the right individual, there is clear scope for career progression, increased responsibility, and performance-based rewards as the business grows.What We Offer Basic salary of £30,000+ depending on experience Realistic OTE £50,000-£60,000+ Own car required with mileage paid 25 days annual leave plus bank holidays (increasing after 3 and 6 years of service) Vibrant team culture with regular paid-for social events Opportunity to grow your career within a successful and expanding team LocationBristol (supporting two offices)The role will be primarily office-based across the locations you support to ensure strong relationships with the sales teams you work alongside. Start Date: ASAP (flexible for the right candidate)We are looking for someone who wants to make a real impact - a confident, capable professional with the skills and drive to help grow the financial services network in East Bristol. If you are a natural relationship-builder, a strong communicator, and committed to delivering excellent client service, we would be very interested to hear from you.We are committed to creating a diverse and inclusive working environment. All discussions will be handled discreetly and in complete confidence.
Mar 25, 2026
Full time
Finance Advisor - East Bristol Salary: Basic salary of £30,000+ depending on experience. Realistic OTE £50,000-£60,000+ (based on individual commission). Working Hours: Monday to Friday - 8:45am-6:00pm Saturday - 9:00am-4:00pm (Working hours may vary to accommodate evening or home appointments.) We are seeking a qualified and experienced Finance Advisor to support two offices in Bristol. This full-time role focuses on building strong relationships with branch teams and developing a consistent pipeline of client referrals.Working closely with colleagues across the offices you support, you will provide mortgage and protection advice to referred clients while delivering a professional and compliant service throughout the home-buying process.Key Responsibilities Advising clients on and arranging mortgages in a timely and compliant manner Arranging appropriate life insurance and protection policies Securing mortgage offers to support both immediate and future property purchases Managing and nurturing client relationships from initial enquiry through to completion Working closely with branch teams to maximise referral opportunities About YouYou'll be an experienced financial services professional who enjoys building relationships and delivering excellent outcomes.You will need to: Hold relevant financial services qualifications Deliver outstanding customer service consistently Demonstrate strong time management and organisational skills Communicate confidently by phone, in writing and face-to-face Be personable, approachable and professional Hold a full UK driving licence and have access to your own vehicle Lead SourceTwo primary offices in Bristol with potential for further opportunities across the wider office network.The Longer-Term OpportunityThis role offers more than just a position - it's a career pathway.The business is actively looking to grow a multi-adviser financial services operation across: 10 sales and lettings offices Land & New Homes Coverage across Bristol, North Somerset and South Gloucestershire You will work closely with the directors and, for the right individual, there is clear scope for career progression, increased responsibility, and performance-based rewards as the business grows.What We Offer Basic salary of £30,000+ depending on experience Realistic OTE £50,000-£60,000+ Own car required with mileage paid 25 days annual leave plus bank holidays (increasing after 3 and 6 years of service) Vibrant team culture with regular paid-for social events Opportunity to grow your career within a successful and expanding team LocationBristol (supporting two offices)The role will be primarily office-based across the locations you support to ensure strong relationships with the sales teams you work alongside. Start Date: ASAP (flexible for the right candidate)We are looking for someone who wants to make a real impact - a confident, capable professional with the skills and drive to help grow the financial services network in East Bristol. If you are a natural relationship-builder, a strong communicator, and committed to delivering excellent client service, we would be very interested to hear from you.We are committed to creating a diverse and inclusive working environment. All discussions will be handled discreetly and in complete confidence.
Job Title: Account Executive - Corporate Insurance Location: Redhill (Hybrid - 50/50 split) Salary: up to £65,000 Benefits: Competitive pension, client exclusivity, career progression, internal mobility About the Company: A market-leading commercial insurance broker with strong heritage and deep client relationships across corporate and mid-market portfolios. Known for its structured internal promotion model, this firm operates with agility despite its scale and works with some of the UK's best-known retail and tech brands. Role Summary: The role blends client servicing with growth, supported by a dedicated business development team. No anchor days, with client visits counting as office time. Key Responsibilities: • Manage a portfolio of corporate accounts: Build trusted relationships across all classes of insurance • Lead client servicing and renewals: Supported by a team of experienced handlers • Support business growth: Identify upsell and cross-sell opportunities in an organically growing book • Act as strategic advisor: Represent the firm with high-end clients across the South of England • Contribute to a collaborative team environment: Work from a growing Redhill office Requirements: • Strong commercial or corporate insurance background • Experience managing medium-to-large clients (mid-market to global) • Able to lead client relationships confidently and independently • Exposure to all classes of insurance across commercial risks If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: Corporate Account Executive, Senior Client Manager, Commercial Account Manager, Corporate Insurance Consultant, Client Relationship Lead
Mar 25, 2026
Full time
Job Title: Account Executive - Corporate Insurance Location: Redhill (Hybrid - 50/50 split) Salary: up to £65,000 Benefits: Competitive pension, client exclusivity, career progression, internal mobility About the Company: A market-leading commercial insurance broker with strong heritage and deep client relationships across corporate and mid-market portfolios. Known for its structured internal promotion model, this firm operates with agility despite its scale and works with some of the UK's best-known retail and tech brands. Role Summary: The role blends client servicing with growth, supported by a dedicated business development team. No anchor days, with client visits counting as office time. Key Responsibilities: • Manage a portfolio of corporate accounts: Build trusted relationships across all classes of insurance • Lead client servicing and renewals: Supported by a team of experienced handlers • Support business growth: Identify upsell and cross-sell opportunities in an organically growing book • Act as strategic advisor: Represent the firm with high-end clients across the South of England • Contribute to a collaborative team environment: Work from a growing Redhill office Requirements: • Strong commercial or corporate insurance background • Experience managing medium-to-large clients (mid-market to global) • Able to lead client relationships confidently and independently • Exposure to all classes of insurance across commercial risks If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: Corporate Account Executive, Senior Client Manager, Commercial Account Manager, Corporate Insurance Consultant, Client Relationship Lead
We are seeking a Senior Financial Advisor to join WTW's Financial Planning Group. In this role, you will provide guidance and regulated advice to individuals who are direct clients of WTW or members of some of our largest pension scheme clients. Our guidance and advice services focus on retirement planning, requiring a extensive understanding of the UK pensions landscape, investment, and broader financial planning knowledge. This is a great opportunity for someone with solid experience in the UK financial advice market to grow their career. Join a financial planning team that is focused on strong committment to ethical practices and doing the right thing for our clients. Providing guidance and advice to employees and members of large workplace pension plans and corporates. No requirement to have existing clients. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. The Role You will be involved in delivering guidance and advice in the following areas: Preparing for retirement for people who are over the age of 55 Retirement income strategy, including advising on annuities, drawdown, UFPLS, or blended solutions as appropriate Advice in retirement: maintaining income and adapting to changing needs and circumstances Pension switching and consolidation Investment advice and subsequent portfolio reviews Detailed Annual Allowance planning Estate planning Workplace financial education Performance Objectives: Clients: Apply specialist knowledge to provide high-quality, cost-effective guidance and advice tailored to clients' needs and objectives. Display extensive knowledge of financial planning topics, providing written and verbal advice to clients, prospects, and colleagues. Build credibility with clients and prospects, taking on additional individual client or account responsibilities. Deliver face-to-face elements of workplace structured financial education projects. Monitor and promote client satisfaction, managing expectations on budgets and timescales. Cultivate relationships beyond initial client appointments to broaden or deepen services provided. Promote marketing efforts for individual client opportunities. Collaborate with the wider WTW business to promote and expand workplace financial guidance services. Excellence: Demonstrate excellent written and verbal communication skills. Share ideas and provide constructive feedback while fostering collaborative problem-solving by analysing complex technical and regulatory issues. Ensure compliance with the WTW Excellence framework. Maintain Statement of Professional Standing status, meet WTW CPD requirements, and comply with WTW standards for advice relating to regulated new business. People: Positively mentor and develop junior associates through formal processes and informal day-to-day interactions. Clearly specify task requirements to Paraplanners/administrators to ensure efficient and budget-compliant work delivery. Develop meaningful professional relationships and network of contacts within WTW and with providers. Financial: Work collaboratively and manage tasks effectively where appropriate, with accurate time recording. What you'll bring Suitable professional qualifications to Level 4 with the ability to provide retail investment advice. Proven track record of providing guidance and advice to large corporates and CXO level Clients. Excellent knowledge of the UK pensions market, including DB, DC and Cash Balance, and wider investment product knowledge is essential, as is an ability to provide guidance and advice on retirement income options Extensive understanding of the UK pensions tax regime, including Annual Allowance (AA), and the ability to provide guidance and advice on these for affected individuals, including higher earners affected by the Tapered AA and individuals with all types of LTA protection. Excellent written and oral communication skills, with the ability to learn quickly, use initiative, and organise workload effectively. Good working knowledge of Excel, Word, and PowerPoint, with experience in financial planning tools such as Morningstar Adviser Workstation, FE Analytics, Intelliflo, and Voyant being advantageous. 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. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate helpdesk at wtwco com
Mar 25, 2026
Full time
We are seeking a Senior Financial Advisor to join WTW's Financial Planning Group. In this role, you will provide guidance and regulated advice to individuals who are direct clients of WTW or members of some of our largest pension scheme clients. Our guidance and advice services focus on retirement planning, requiring a extensive understanding of the UK pensions landscape, investment, and broader financial planning knowledge. This is a great opportunity for someone with solid experience in the UK financial advice market to grow their career. Join a financial planning team that is focused on strong committment to ethical practices and doing the right thing for our clients. Providing guidance and advice to employees and members of large workplace pension plans and corporates. No requirement to have existing clients. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. The Role You will be involved in delivering guidance and advice in the following areas: Preparing for retirement for people who are over the age of 55 Retirement income strategy, including advising on annuities, drawdown, UFPLS, or blended solutions as appropriate Advice in retirement: maintaining income and adapting to changing needs and circumstances Pension switching and consolidation Investment advice and subsequent portfolio reviews Detailed Annual Allowance planning Estate planning Workplace financial education Performance Objectives: Clients: Apply specialist knowledge to provide high-quality, cost-effective guidance and advice tailored to clients' needs and objectives. Display extensive knowledge of financial planning topics, providing written and verbal advice to clients, prospects, and colleagues. Build credibility with clients and prospects, taking on additional individual client or account responsibilities. Deliver face-to-face elements of workplace structured financial education projects. Monitor and promote client satisfaction, managing expectations on budgets and timescales. Cultivate relationships beyond initial client appointments to broaden or deepen services provided. Promote marketing efforts for individual client opportunities. Collaborate with the wider WTW business to promote and expand workplace financial guidance services. Excellence: Demonstrate excellent written and verbal communication skills. Share ideas and provide constructive feedback while fostering collaborative problem-solving by analysing complex technical and regulatory issues. Ensure compliance with the WTW Excellence framework. Maintain Statement of Professional Standing status, meet WTW CPD requirements, and comply with WTW standards for advice relating to regulated new business. People: Positively mentor and develop junior associates through formal processes and informal day-to-day interactions. Clearly specify task requirements to Paraplanners/administrators to ensure efficient and budget-compliant work delivery. Develop meaningful professional relationships and network of contacts within WTW and with providers. Financial: Work collaboratively and manage tasks effectively where appropriate, with accurate time recording. What you'll bring Suitable professional qualifications to Level 4 with the ability to provide retail investment advice. Proven track record of providing guidance and advice to large corporates and CXO level Clients. Excellent knowledge of the UK pensions market, including DB, DC and Cash Balance, and wider investment product knowledge is essential, as is an ability to provide guidance and advice on retirement income options Extensive understanding of the UK pensions tax regime, including Annual Allowance (AA), and the ability to provide guidance and advice on these for affected individuals, including higher earners affected by the Tapered AA and individuals with all types of LTA protection. Excellent written and oral communication skills, with the ability to learn quickly, use initiative, and organise workload effectively. Good working knowledge of Excel, Word, and PowerPoint, with experience in financial planning tools such as Morningstar Adviser Workstation, FE Analytics, Intelliflo, and Voyant being advantageous. 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. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate helpdesk at wtwco com