Portfolio are proud to exclusively represent our client in their search for a HR Sales Advisor. The company is a market leading, global brand who support business owners with HR and Employment Law guidance and advice, ensuring they are legal, compliant and doing the right thing for their employees. Supporting your colleagues in the Business Development team, you will be offering initial EL advice to the Buiness Development Managers and potential new clients, highlighting the service provided, resulting in a closed deal. We are looking for someone with sales experience and Employment Law / HR knowledge - this can come from people management experience if you have conducted HR Meetings etc. and have a solid undertanding of HR processes. A background in sales is useful in this role, good objection handling, ability to identify need and get the buy-in. This is a fast paced role, within a successful team, offering additional earning, whilst making a huge impact on the growth of the business! Job Purpose To provide HR and Employment Law advice and support to Business Development Managers (BDM) and new and prospective clients of Bright throughout different sectors, with the aim of showcasing our services so that prospects will sign up. The role requires you to work in a team providing legally compliant/commercial advice to BDMs before, during and following appointments in order to aid converting the deal. Advice is also to be provided to prospective clients and new clients by telephone and email in all aspects of HR and Employment Law in order to support the business needs of the individual clients whilst highlighting any options that are non-compliant and this risk this presents. Hours of work Monday - Saturday (40 hours shifts, Monday - Friday 8:45am - 5:30pm. 1 Saturday in 4, 10am - 2pm) Day-to-day responsibilities include but are not limited to the below: To ensure that personal knowledge of HR and Employment Law and best practice is continually updated. To achieve the standards set within the performance framework to support all BDMs generate deals by answering incoming enquiries showcasing the service with a commercial edge, without resolving the matter fully. To proactively review BDM diaries, complete TLA's and provide guidance and support in a succinct and commercially driven manner. To build relationships with BDMs in order to increase trust and use of the service. To critique prospective clients' documents to provide a report for BDMs to use as a sales tool. To actively own cases to resolution or where appropriate manage the transition and handover to an advisor, building rapport and relationships with clients on each interaction. To log all advice accurately onto the bespoke internal system, taking ownership and responsibility for ongoing cases. To provide clients with supporting information/documentation to assist them in the advice provided where applicable. To refer to Company internal training and legal updates to ensure that advice provided is compliant with our services. To record contacts with BDMs to aid reporting to Management. To follow internal protocols for managing and escalating cases where applicable. To convert new client accounts into the CANs ensuring the necessary updates on the Salesforce system are added. To attend the company sales and advice conference and any training when required. To offer the clients options regarding the take up of other products we provide and make such recommendations accordingly. To present internal training/buzz sessions and external webinars. To help to develop the New Business Support Team. To carry out other tasks that are deemed necessary by the Management Team. Required skills and experience Ability to build and maintain excellent relationships with the BDMs. A "can-do" attitude, a thirst for knowledge and the ability to communicate knowledge effectively within the team. Ability to work in a fast paced environment. Strong time management skills ability to manage own diary. A dynamic and flexible approach, as well as the ability to work under pressure. Commercial focused advice. Benefits Enhanced holidays - 25 days increasing to 27 after 2 years' service and 28 after 5 years' service Private health care cover after 5 years' service New business referral scheme Access to Health Shield Access to the EAP service Refer a friend scheme Paid birthday leave Pension scheme contribution increasing to 5% after 5 years' service and again to 7% after 7 years' service Group life insurance Eye care contribution Free fruit (office-based staff) Travel Season Ticket loan scheme Milestone recognition Discounted products - Manchester City centre parking (AO Arena) / First Bus Travel Club Membership / Microsoft Home User programme / Anglian Home Improvements Pace health Club (situated in the park Inn) discounted gym membership and spa treatments Park Inn 20% off food and drink New Century food and drink discount Revolution De Cuba food and drink discount Cycle 2 Work scheme after probationary period On site Gym Bright Exchange perks 50605LFR7 INDMANJ Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy.
Mar 18, 2026
Full time
Portfolio are proud to exclusively represent our client in their search for a HR Sales Advisor. The company is a market leading, global brand who support business owners with HR and Employment Law guidance and advice, ensuring they are legal, compliant and doing the right thing for their employees. Supporting your colleagues in the Business Development team, you will be offering initial EL advice to the Buiness Development Managers and potential new clients, highlighting the service provided, resulting in a closed deal. We are looking for someone with sales experience and Employment Law / HR knowledge - this can come from people management experience if you have conducted HR Meetings etc. and have a solid undertanding of HR processes. A background in sales is useful in this role, good objection handling, ability to identify need and get the buy-in. This is a fast paced role, within a successful team, offering additional earning, whilst making a huge impact on the growth of the business! Job Purpose To provide HR and Employment Law advice and support to Business Development Managers (BDM) and new and prospective clients of Bright throughout different sectors, with the aim of showcasing our services so that prospects will sign up. The role requires you to work in a team providing legally compliant/commercial advice to BDMs before, during and following appointments in order to aid converting the deal. Advice is also to be provided to prospective clients and new clients by telephone and email in all aspects of HR and Employment Law in order to support the business needs of the individual clients whilst highlighting any options that are non-compliant and this risk this presents. Hours of work Monday - Saturday (40 hours shifts, Monday - Friday 8:45am - 5:30pm. 1 Saturday in 4, 10am - 2pm) Day-to-day responsibilities include but are not limited to the below: To ensure that personal knowledge of HR and Employment Law and best practice is continually updated. To achieve the standards set within the performance framework to support all BDMs generate deals by answering incoming enquiries showcasing the service with a commercial edge, without resolving the matter fully. To proactively review BDM diaries, complete TLA's and provide guidance and support in a succinct and commercially driven manner. To build relationships with BDMs in order to increase trust and use of the service. To critique prospective clients' documents to provide a report for BDMs to use as a sales tool. To actively own cases to resolution or where appropriate manage the transition and handover to an advisor, building rapport and relationships with clients on each interaction. To log all advice accurately onto the bespoke internal system, taking ownership and responsibility for ongoing cases. To provide clients with supporting information/documentation to assist them in the advice provided where applicable. To refer to Company internal training and legal updates to ensure that advice provided is compliant with our services. To record contacts with BDMs to aid reporting to Management. To follow internal protocols for managing and escalating cases where applicable. To convert new client accounts into the CANs ensuring the necessary updates on the Salesforce system are added. To attend the company sales and advice conference and any training when required. To offer the clients options regarding the take up of other products we provide and make such recommendations accordingly. To present internal training/buzz sessions and external webinars. To help to develop the New Business Support Team. To carry out other tasks that are deemed necessary by the Management Team. Required skills and experience Ability to build and maintain excellent relationships with the BDMs. A "can-do" attitude, a thirst for knowledge and the ability to communicate knowledge effectively within the team. Ability to work in a fast paced environment. Strong time management skills ability to manage own diary. A dynamic and flexible approach, as well as the ability to work under pressure. Commercial focused advice. Benefits Enhanced holidays - 25 days increasing to 27 after 2 years' service and 28 after 5 years' service Private health care cover after 5 years' service New business referral scheme Access to Health Shield Access to the EAP service Refer a friend scheme Paid birthday leave Pension scheme contribution increasing to 5% after 5 years' service and again to 7% after 7 years' service Group life insurance Eye care contribution Free fruit (office-based staff) Travel Season Ticket loan scheme Milestone recognition Discounted products - Manchester City centre parking (AO Arena) / First Bus Travel Club Membership / Microsoft Home User programme / Anglian Home Improvements Pace health Club (situated in the park Inn) discounted gym membership and spa treatments Park Inn 20% off food and drink New Century food and drink discount Revolution De Cuba food and drink discount Cycle 2 Work scheme after probationary period On site Gym Bright Exchange perks 50605LFR7 INDMANJ Portfolio Payroll Ltd is acting as an Employment Agency in relation to this vacancy.
IFA Administrator Annual Salary: up to £30k Location: Bromsgrove, Warwick, Edgbaston Job Type: Full-time Join a large, dynamic Financial Advisory business that offers whole market advice across the UK. We are seeking an experienced IFA Administrator to join their team in Bromsgrove, Warwick or Edgbaston. This role offers great support, excellent benefits, and opportunities for career progression due to their growth plans. Day-to-day of the role: Work closely with office managers and financial planners to ensure efficient, high-quality, and compliant service delivery. Process new business applications and communicate effectively with clients and providers. Ensure all documentation is compliant with industry standards. Assist with research and the preparation of basic reports. Update and maintain accurate back-office information. Required Skills & Qualifications: Preferably 2 years' experience as an IFA Administrator. Strong understanding of financial services and compliance requirements. Excellent communication and interpersonal skills. Proficiency in using financial planning software and tools. Ability to work effectively in a team and independently. Benefits: Competitive salary range of up to £30,000, dependent on experience. 31 days annual leave, including bank holidays. Income protection from day one. Life insurance. Employee assistance program. Support for financial and personal well-being. Access to virtual GP appointments. Company sick pay. To apply for this IFA Administrator position, please apply below, or contact me directly at . Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Mar 18, 2026
Full time
IFA Administrator Annual Salary: up to £30k Location: Bromsgrove, Warwick, Edgbaston Job Type: Full-time Join a large, dynamic Financial Advisory business that offers whole market advice across the UK. We are seeking an experienced IFA Administrator to join their team in Bromsgrove, Warwick or Edgbaston. This role offers great support, excellent benefits, and opportunities for career progression due to their growth plans. Day-to-day of the role: Work closely with office managers and financial planners to ensure efficient, high-quality, and compliant service delivery. Process new business applications and communicate effectively with clients and providers. Ensure all documentation is compliant with industry standards. Assist with research and the preparation of basic reports. Update and maintain accurate back-office information. Required Skills & Qualifications: Preferably 2 years' experience as an IFA Administrator. Strong understanding of financial services and compliance requirements. Excellent communication and interpersonal skills. Proficiency in using financial planning software and tools. Ability to work effectively in a team and independently. Benefits: Competitive salary range of up to £30,000, dependent on experience. 31 days annual leave, including bank holidays. Income protection from day one. Life insurance. Employee assistance program. Support for financial and personal well-being. Access to virtual GP appointments. Company sick pay. To apply for this IFA Administrator position, please apply below, or contact me directly at . Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
An opportunity has arisen to join a leading UK wealth management and financial planning firm operating at the highest level of the market. This role sits within an established financial planning team supporting high-value, complex client relationships and experienced Financial Planners. The firm is recognised for its scale, reputation and long-term commitment to developing its people. This position would suit an experienced IFA Administrator seeking exposure to sophisticated planning work within a structured, professional environment. The Role As an IFA Client Administrator, you will provide comprehensive administrative support to aligned Financial Planners, ensuring the delivery of high-quality client outcomes while maintaining regulatory and operational standards. The role offers a hybrid working model, with an initial requirement to be office-based during probation before moving to a 2-3 day office arrangement. Key Responsibilities Provide end-to-end administrative support to Financial Planners Build and maintain strong professional relationships with clients Process new business across ISAs, GIAs, pensions, offshore bonds and trusts Prepare meeting packs, valuations and client documentation Maintain accurate client records and back-office systems Liaise with internal operational teams and third-party providers Manage pipelines, account set-up and AML documentation Identify, log and escalate risks or errors in line with internal procedures Support the use of client portals and digital tools Candidate Profile 2-5+ years' experience supporting Financial Advisors or Financial Planners Strong understanding of financial planning products and processes Experience of new business processing and ongoing client servicing Highly organised with the ability to manage competing priorities Professional communication skills, both written and verbal A client-focused approach with strong attention to detail What's on Offer Competitive salary Hybrid working model Private medical insurance Life assurance and pension contribution Generous holiday allowance with the option to purchase additional leave Strong opportunities for progression and professional development Support towards further qualifications This is a rare opportunity to join a top-tier financial planning organisation, offering long-term career development, exposure to high-quality work and the stability of a market-leading firm. To apply or for further information, please contact: Ellie Sedgwick Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Mar 18, 2026
Full time
An opportunity has arisen to join a leading UK wealth management and financial planning firm operating at the highest level of the market. This role sits within an established financial planning team supporting high-value, complex client relationships and experienced Financial Planners. The firm is recognised for its scale, reputation and long-term commitment to developing its people. This position would suit an experienced IFA Administrator seeking exposure to sophisticated planning work within a structured, professional environment. The Role As an IFA Client Administrator, you will provide comprehensive administrative support to aligned Financial Planners, ensuring the delivery of high-quality client outcomes while maintaining regulatory and operational standards. The role offers a hybrid working model, with an initial requirement to be office-based during probation before moving to a 2-3 day office arrangement. Key Responsibilities Provide end-to-end administrative support to Financial Planners Build and maintain strong professional relationships with clients Process new business across ISAs, GIAs, pensions, offshore bonds and trusts Prepare meeting packs, valuations and client documentation Maintain accurate client records and back-office systems Liaise with internal operational teams and third-party providers Manage pipelines, account set-up and AML documentation Identify, log and escalate risks or errors in line with internal procedures Support the use of client portals and digital tools Candidate Profile 2-5+ years' experience supporting Financial Advisors or Financial Planners Strong understanding of financial planning products and processes Experience of new business processing and ongoing client servicing Highly organised with the ability to manage competing priorities Professional communication skills, both written and verbal A client-focused approach with strong attention to detail What's on Offer Competitive salary Hybrid working model Private medical insurance Life assurance and pension contribution Generous holiday allowance with the option to purchase additional leave Strong opportunities for progression and professional development Support towards further qualifications This is a rare opportunity to join a top-tier financial planning organisation, offering long-term career development, exposure to high-quality work and the stability of a market-leading firm. To apply or for further information, please contact: Ellie Sedgwick Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Overview Location: Stockton-on-Tees, England, United Kingdom About us: We are one of the top three automotive retailers in the UK, representing 32 manufacturer brands and selling a wide range of new and used vehicles from over 150 dealerships across the UK and Ireland. We invest in rewards and benefits to support your career, wellbeing, and life outside of work. Contract Type: Maternity Cover - Temp, Full time Hours: 42 hours per week (Monday to Friday 8:00 - 18:00, with one early finish per week; Saturdays 8:00 - 14:00 on a rota basis) Salary: OTE up to £35,000 (uncapped) with basic of £29,000 per annum Teesside Volkswagen is recruiting for an experienced and dedicated Service Advisor to join our Aftersales Team on site. This is an opportunity to develop your skills within a supportive team environment. Joining our friendly aftersales team, you will be a team player with exceptional communication skills to build rapport with colleagues and customers. You will report to our Aftersales Manager, who will help enhance your knowledge and experience alongside the team, enabling you to develop your skills and establish a strong career within the industry. As a Service Advisor, you will benefit from continuous training opportunities through our in-house brand development. This is a truly exciting opportunity with potential for progression. Responsibilities Booking MOTs, services and other repair work for customers Advising customers about warranty cover and upselling additional parts / accessories that benefit the customer Liaising with the full Aftersales department to organise and schedule appointments based on workload and call volumes Managing a high-volume of customers daily as well as telephone calls and online booking queries Informing customers of turnaround times and maintaining effective communication when a vehicle is in the workshop Maintaining accurate customer records and updating the systems when bookings are made As a Service Advisor you should have energy, a warm personality and a real passion for delivering a first-class customer experience. You will have excellent communication skills and the ability to explain technical information clearly. Prior experience using Kerridge / ADP is advantageous, as is knowledge of other essential dealer systems. You should be a great team player but also able to work independently. We are interested in candidates who have worked in a similar automotive role with a strong customer service and car enthusiasm. If your skills and experience match what we are looking for, please apply today and a member of the Talent Acquisition Team will be in touch. Core Benefits Competitive salaries with structured pay scales and progression as you grow within the business Generous annual leave that increases with length of service Enhanced family leave, including 6 months' full pay for maternity and adoption leave, and 2 weeks' full pay for paternity leave Access to Techscheme for discounted technology purchases with flexible payments Eyecare vouchers to help cover vision care needs Smart Health - 24/7 access to GP services to support wellbeing Dental insurance for everyday dental care and unexpected treatments Optional critical illness cover for peace of mind Financial Wellbeing MyView PayNow - access a portion of your pay as you earn with features to stream, save, and track money Free will writing services to help plan for the future Flexible life assurance options and partner life assurance for added protection Discounted gym memberships to support an active lifestyle Travel insurance to help you explore with confidence Access to home and technology vouchers bYond card and exclusive retail and lifestyle discounts We strongly believe in nurturing our people with specific manufacturer brand and management training to enhance career development opportunities. We have a great team and celebrate success at all levels. Lookers and Charles Hurst are equal opportunities employers. We are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. Equality, Diversity and Privacy We conduct relevant employment checks prior to commencement, including verification of recent employment, address, and criminal record where applicable. Driving roles may require a driving licence check. All offers of employment are subject to a probation period of 6 months. We take data protection seriously and will process your data in line with our Privacy Notice. Apply for this job To apply, please follow the employer's application process. If your application is successful, a member of the Talent Acquisition Team will be in touch.
Mar 18, 2026
Full time
Overview Location: Stockton-on-Tees, England, United Kingdom About us: We are one of the top three automotive retailers in the UK, representing 32 manufacturer brands and selling a wide range of new and used vehicles from over 150 dealerships across the UK and Ireland. We invest in rewards and benefits to support your career, wellbeing, and life outside of work. Contract Type: Maternity Cover - Temp, Full time Hours: 42 hours per week (Monday to Friday 8:00 - 18:00, with one early finish per week; Saturdays 8:00 - 14:00 on a rota basis) Salary: OTE up to £35,000 (uncapped) with basic of £29,000 per annum Teesside Volkswagen is recruiting for an experienced and dedicated Service Advisor to join our Aftersales Team on site. This is an opportunity to develop your skills within a supportive team environment. Joining our friendly aftersales team, you will be a team player with exceptional communication skills to build rapport with colleagues and customers. You will report to our Aftersales Manager, who will help enhance your knowledge and experience alongside the team, enabling you to develop your skills and establish a strong career within the industry. As a Service Advisor, you will benefit from continuous training opportunities through our in-house brand development. This is a truly exciting opportunity with potential for progression. Responsibilities Booking MOTs, services and other repair work for customers Advising customers about warranty cover and upselling additional parts / accessories that benefit the customer Liaising with the full Aftersales department to organise and schedule appointments based on workload and call volumes Managing a high-volume of customers daily as well as telephone calls and online booking queries Informing customers of turnaround times and maintaining effective communication when a vehicle is in the workshop Maintaining accurate customer records and updating the systems when bookings are made As a Service Advisor you should have energy, a warm personality and a real passion for delivering a first-class customer experience. You will have excellent communication skills and the ability to explain technical information clearly. Prior experience using Kerridge / ADP is advantageous, as is knowledge of other essential dealer systems. You should be a great team player but also able to work independently. We are interested in candidates who have worked in a similar automotive role with a strong customer service and car enthusiasm. If your skills and experience match what we are looking for, please apply today and a member of the Talent Acquisition Team will be in touch. Core Benefits Competitive salaries with structured pay scales and progression as you grow within the business Generous annual leave that increases with length of service Enhanced family leave, including 6 months' full pay for maternity and adoption leave, and 2 weeks' full pay for paternity leave Access to Techscheme for discounted technology purchases with flexible payments Eyecare vouchers to help cover vision care needs Smart Health - 24/7 access to GP services to support wellbeing Dental insurance for everyday dental care and unexpected treatments Optional critical illness cover for peace of mind Financial Wellbeing MyView PayNow - access a portion of your pay as you earn with features to stream, save, and track money Free will writing services to help plan for the future Flexible life assurance options and partner life assurance for added protection Discounted gym memberships to support an active lifestyle Travel insurance to help you explore with confidence Access to home and technology vouchers bYond card and exclusive retail and lifestyle discounts We strongly believe in nurturing our people with specific manufacturer brand and management training to enhance career development opportunities. We have a great team and celebrate success at all levels. Lookers and Charles Hurst are equal opportunities employers. We are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. Equality, Diversity and Privacy We conduct relevant employment checks prior to commencement, including verification of recent employment, address, and criminal record where applicable. Driving roles may require a driving licence check. All offers of employment are subject to a probation period of 6 months. We take data protection seriously and will process your data in line with our Privacy Notice. Apply for this job To apply, please follow the employer's application process. If your application is successful, a member of the Talent Acquisition Team will be in touch.
About the role Consultant Leadership Advisory London Odgers Executive Search and Leadership Advisory Our Leadership Advisory teams support the needs of clients who want to elevate the capability of their leaders and organisations to deliver sustainable performance and long term value for key stakeholders. We partner with Boards, executive teams, and organisations that recognise exceptional leadership as the defining factor in achieving strategic ambitions and securing enduring success. We provide custom, best in class solutions across leadership assessment, CEO and executive succession planning, leadership cohort development, executive and team coaching, new leader integration, and Board effectiveness. Our work enables organisations to make critical talent decisions with insight and confidence, ensuring they have the leadership strength required to navigate complexity and continuous change. We operate as an integrated team, drawing on the combined expertise of our partners, colleagues, and clients, and leveraging the most advanced tools, instruments, and advisory methodologies. Odgers' vision is clear: to help clients build exceptional leadership teams, and our Leadership Advisory Practice is central to delivering on this vision, supporting clients in assessing current leaders, identifying and developing high potential talent, building high performing teams and Boards, and coaching leaders to excel. About the role This is a standout opportunity to join a market leading team delivering some of the most high profile, senior, complex, and impactful work. The practice is in a period of significant growth, and as part of this momentum, we are seeking to appoint an additional team member to help us continue delivering outstanding leadership advisory solutions across succession, executive and team coaching, leadership assessment, Board engagement, and strategic alignment. Lead business development activity, forging and nurturing client relationships, defining suitable services, and executing client projects. Execute high-quality, creative work while providing guidance and support to other members of the team. Cultivate enduring relationships with clients, candidates, and internal stakeholders, establishing a robust personal brand known for delivering exceptional advice and services. Embrace a highly collaborative approach - actively introducing colleagues from different Practices to our teams' work, and vice versa. Gain comprehensive insights into client organisations to strategically broaden our service offerings while proactively reducing risks for their businesses. Play a vital role in a high-performing team, bringing fresh ideas and innovation to every aspect of your work while contributing to the achievement of our team goals. Mentor and develop team members, growing and retaining a diverse and talented team across the firm. Contribute to the strategy for the UK team and the global Leadership Advisory and Assessment offering. About you Proven capability to interact with senior stakeholders, including board members and executives, with a focus on building trusted advisory relationships with top leaders. Demonstrated excellence in client assignments, bringing insights and innovation to create business development opportunities. Strong consulting skills, capable of managing projects from conception to successful completion, with excellent timing, judgement, patience, and determination to overcome obstacles. An entrepreneurial mindset, with a high level of self starting energy and a strong ability to collaborate with colleagues. An ability to work autonomously, in a flat, non hierarchical company structure with a culture of unity and collaboration. Intellectually curious with a broad outlook, bringing creative thinking, common sense, and an open mind. Experience addressing and talent challenges, developing effective solutions, and successfully influencing others to support your initiatives. Strong interpersonal skills, with an ability to work with many different people, demonstrating your commitment to inclusion and diversity. An openness to question perspectives and share valuable insights, all while maintaining humility. About us Odgers is one of the world's leading Global Executive Search firms. Our reputation for excellence and integrity has been established over 60 years and we are a partnership-driven by the client, candidate, and employee experience. We function as trusted advisors to our clients and candidates and engage with a diverse range of leaders for the most influential roles across a wide variety of industries. The service we deliver is creative, insightful, and most importantly, in partnership; we pride ourselves on maintaining personal relationships. At Odgers, we are proud of our progressive, diverse, meritocratic, and collaborative culture where you will find support, training and career development working with colleagues striving for excellence in all they do. We are UK headquartered with colleagues across 58 Offices in 32 countries specialising in over 50 sectors and functions. Hybrid Working Our Hybrid working policy is based on the principles of empowerment, mutual trust and flexibility, recognising that we work best when we make choices about when, where and how we work. At the same time, we are reminded that time together is so important. We are a client-service business in which our relationships and our culture provide a significant advantage. Our offices remain critical to how we work; they are a place for collaboration, learning, and support and an anchor for the culture of which we are so proud. We operate a hybrid working model which would typically see you spending a minimum of 3 days working from the office and the rest remotely. Your work pattern will be reliant on business demands, and we would expect you to manage your time accordingly. At Odgers, we are committed to fostering a work environment that is safe and respectful of all individuals. We have and will always stand with and support the inclusion and equity of our colleagues, candidates and clients and are committed to improving diversity in all its forms within Odgers. Unlimited embodies this philosophy and our commitment to inclusion. We have several initiatives that ensure equity is practised at all levels of our organisation, including our Allies programme, an equitable recruitment process designed to ensure opportunity, our Next Generation council and a meritocratic promotion process. Sustainability Modern businesses have a duty to be environmentally responsible and operate sustainably. We believe this represents not only sound commercial sense but also recognises our ethical responsibility to minimise the impact of our activities on the environment and to leave a positive legacy for future generations. We have committed to, and set, science based decarbonisation targets, and have received verification of these goals from the Science Based Targets initiative (SBTi). These targets will hold us accountable to our sustainability strategy while enabling us to measure our progress. This is complemented by us continuing to provide sustainability insight to our clients and cultivating a track record within sustainable businesses and in placing sustainability leaders. Corporate Social Responsibility We take Charity seriously - but like to have fun too. Our CSR team are always thinking up new events and activities to get involved in and raise funds for our chosen charity British Heart Foundation. We also have a variety of social clubs and learning opportunities to suit everyone such as the Brunch and Learn Session, Odgers choir, the book club or one of the many sports clubs Whats on offer? A competitive base salary, supplemented by our benefits package and discretionary bonus 25 days Annual leave + 3 gift days for the Christmas closure + bank holidays Private Medical Insurance with Bupa and cash plan with Simply Health Group Company Pension Season Ticket Loan & Cycle to work scheme Give As You Earn Group Income Protection Group Life Assurance Employee Assistance Programme Charity Day Wellbeing Programmes, support and speakers On boarding, induction training and ongoing professional development Corporate member discounts and benefits available through Bupa and Simply Health including Gyms Discounts Applications We are committed to ensuring everyone can access our website and application processes. This includes people with sight loss, hearing, mobility and cognitive impairments. Should you require access to these documents in alternative formats, need to apply in a different format or need any reasonable adjustments made for any interview please contact our Talent Team at If you have any comments and/or suggestions about improving access to our application processes, please don't hesitate to contact us at Eligibility You must be eligible to live and work in the UK
Mar 18, 2026
Full time
About the role Consultant Leadership Advisory London Odgers Executive Search and Leadership Advisory Our Leadership Advisory teams support the needs of clients who want to elevate the capability of their leaders and organisations to deliver sustainable performance and long term value for key stakeholders. We partner with Boards, executive teams, and organisations that recognise exceptional leadership as the defining factor in achieving strategic ambitions and securing enduring success. We provide custom, best in class solutions across leadership assessment, CEO and executive succession planning, leadership cohort development, executive and team coaching, new leader integration, and Board effectiveness. Our work enables organisations to make critical talent decisions with insight and confidence, ensuring they have the leadership strength required to navigate complexity and continuous change. We operate as an integrated team, drawing on the combined expertise of our partners, colleagues, and clients, and leveraging the most advanced tools, instruments, and advisory methodologies. Odgers' vision is clear: to help clients build exceptional leadership teams, and our Leadership Advisory Practice is central to delivering on this vision, supporting clients in assessing current leaders, identifying and developing high potential talent, building high performing teams and Boards, and coaching leaders to excel. About the role This is a standout opportunity to join a market leading team delivering some of the most high profile, senior, complex, and impactful work. The practice is in a period of significant growth, and as part of this momentum, we are seeking to appoint an additional team member to help us continue delivering outstanding leadership advisory solutions across succession, executive and team coaching, leadership assessment, Board engagement, and strategic alignment. Lead business development activity, forging and nurturing client relationships, defining suitable services, and executing client projects. Execute high-quality, creative work while providing guidance and support to other members of the team. Cultivate enduring relationships with clients, candidates, and internal stakeholders, establishing a robust personal brand known for delivering exceptional advice and services. Embrace a highly collaborative approach - actively introducing colleagues from different Practices to our teams' work, and vice versa. Gain comprehensive insights into client organisations to strategically broaden our service offerings while proactively reducing risks for their businesses. Play a vital role in a high-performing team, bringing fresh ideas and innovation to every aspect of your work while contributing to the achievement of our team goals. Mentor and develop team members, growing and retaining a diverse and talented team across the firm. Contribute to the strategy for the UK team and the global Leadership Advisory and Assessment offering. About you Proven capability to interact with senior stakeholders, including board members and executives, with a focus on building trusted advisory relationships with top leaders. Demonstrated excellence in client assignments, bringing insights and innovation to create business development opportunities. Strong consulting skills, capable of managing projects from conception to successful completion, with excellent timing, judgement, patience, and determination to overcome obstacles. An entrepreneurial mindset, with a high level of self starting energy and a strong ability to collaborate with colleagues. An ability to work autonomously, in a flat, non hierarchical company structure with a culture of unity and collaboration. Intellectually curious with a broad outlook, bringing creative thinking, common sense, and an open mind. Experience addressing and talent challenges, developing effective solutions, and successfully influencing others to support your initiatives. Strong interpersonal skills, with an ability to work with many different people, demonstrating your commitment to inclusion and diversity. An openness to question perspectives and share valuable insights, all while maintaining humility. About us Odgers is one of the world's leading Global Executive Search firms. Our reputation for excellence and integrity has been established over 60 years and we are a partnership-driven by the client, candidate, and employee experience. We function as trusted advisors to our clients and candidates and engage with a diverse range of leaders for the most influential roles across a wide variety of industries. The service we deliver is creative, insightful, and most importantly, in partnership; we pride ourselves on maintaining personal relationships. At Odgers, we are proud of our progressive, diverse, meritocratic, and collaborative culture where you will find support, training and career development working with colleagues striving for excellence in all they do. We are UK headquartered with colleagues across 58 Offices in 32 countries specialising in over 50 sectors and functions. Hybrid Working Our Hybrid working policy is based on the principles of empowerment, mutual trust and flexibility, recognising that we work best when we make choices about when, where and how we work. At the same time, we are reminded that time together is so important. We are a client-service business in which our relationships and our culture provide a significant advantage. Our offices remain critical to how we work; they are a place for collaboration, learning, and support and an anchor for the culture of which we are so proud. We operate a hybrid working model which would typically see you spending a minimum of 3 days working from the office and the rest remotely. Your work pattern will be reliant on business demands, and we would expect you to manage your time accordingly. At Odgers, we are committed to fostering a work environment that is safe and respectful of all individuals. We have and will always stand with and support the inclusion and equity of our colleagues, candidates and clients and are committed to improving diversity in all its forms within Odgers. Unlimited embodies this philosophy and our commitment to inclusion. We have several initiatives that ensure equity is practised at all levels of our organisation, including our Allies programme, an equitable recruitment process designed to ensure opportunity, our Next Generation council and a meritocratic promotion process. Sustainability Modern businesses have a duty to be environmentally responsible and operate sustainably. We believe this represents not only sound commercial sense but also recognises our ethical responsibility to minimise the impact of our activities on the environment and to leave a positive legacy for future generations. We have committed to, and set, science based decarbonisation targets, and have received verification of these goals from the Science Based Targets initiative (SBTi). These targets will hold us accountable to our sustainability strategy while enabling us to measure our progress. This is complemented by us continuing to provide sustainability insight to our clients and cultivating a track record within sustainable businesses and in placing sustainability leaders. Corporate Social Responsibility We take Charity seriously - but like to have fun too. Our CSR team are always thinking up new events and activities to get involved in and raise funds for our chosen charity British Heart Foundation. We also have a variety of social clubs and learning opportunities to suit everyone such as the Brunch and Learn Session, Odgers choir, the book club or one of the many sports clubs Whats on offer? A competitive base salary, supplemented by our benefits package and discretionary bonus 25 days Annual leave + 3 gift days for the Christmas closure + bank holidays Private Medical Insurance with Bupa and cash plan with Simply Health Group Company Pension Season Ticket Loan & Cycle to work scheme Give As You Earn Group Income Protection Group Life Assurance Employee Assistance Programme Charity Day Wellbeing Programmes, support and speakers On boarding, induction training and ongoing professional development Corporate member discounts and benefits available through Bupa and Simply Health including Gyms Discounts Applications We are committed to ensuring everyone can access our website and application processes. This includes people with sight loss, hearing, mobility and cognitive impairments. Should you require access to these documents in alternative formats, need to apply in a different format or need any reasonable adjustments made for any interview please contact our Talent Team at If you have any comments and/or suggestions about improving access to our application processes, please don't hesitate to contact us at Eligibility You must be eligible to live and work in the UK
IFA Administrator Glasgow (Hybrid working)£27,000 - £32,000 + benefits Support a respected financial advisory firm in delivering high-quality client service and efficient operations. This is a hands-on role where your admin expertise will directly contribute to the success of the advice team - and where your attention to detail and client-first mindset will be genuinely valued. You'll be joining a professional, well-structured business with strong compliance standards and a collaborative team culture. Whether you're looking to deepen your industry knowledge or work towards professional qualifications, this role offers a solid platform for growth. What you'll do You'll provide pre- and post-sales support to financial advisers, helping manage client documentation, provider communications, and internal systems. Key responsibilities include: Preparing client meeting packs, illustrations, and application forms Handling letters of authority and updating client policy records Processing new business applications across pensions, investments, and protection Responding to client and provider enquiries via phone, email, and post Maintaining accurate records on Intelligent Office and managing diary tasks Producing valuation schedules and supporting encashment/withdrawal requests What you'll need Experience in financial planning, wealth management, or financial services admin Strong organisational skills and attention to detail Willingness to study towards financial services qualifications (desirable) About the company This independent advisory firm is FCA-regulated and committed to delivering tailored financial strategies with integrity and professionalism. With a nationwide presence and a strong operational framework, they offer a stable and supportive environment where you can build your career. You'll also benefit from a competitive package including pension contributions, insurance cover, and flexible working options to support your work-life balance. Please click 'Apply now' . Don't worry if your CV isn't up to date, just send what you have and we'll take it from there. IFA Administrator, Financial Planning Administrator, Wealth Administrator
Mar 18, 2026
Full time
IFA Administrator Glasgow (Hybrid working)£27,000 - £32,000 + benefits Support a respected financial advisory firm in delivering high-quality client service and efficient operations. This is a hands-on role where your admin expertise will directly contribute to the success of the advice team - and where your attention to detail and client-first mindset will be genuinely valued. You'll be joining a professional, well-structured business with strong compliance standards and a collaborative team culture. Whether you're looking to deepen your industry knowledge or work towards professional qualifications, this role offers a solid platform for growth. What you'll do You'll provide pre- and post-sales support to financial advisers, helping manage client documentation, provider communications, and internal systems. Key responsibilities include: Preparing client meeting packs, illustrations, and application forms Handling letters of authority and updating client policy records Processing new business applications across pensions, investments, and protection Responding to client and provider enquiries via phone, email, and post Maintaining accurate records on Intelligent Office and managing diary tasks Producing valuation schedules and supporting encashment/withdrawal requests What you'll need Experience in financial planning, wealth management, or financial services admin Strong organisational skills and attention to detail Willingness to study towards financial services qualifications (desirable) About the company This independent advisory firm is FCA-regulated and committed to delivering tailored financial strategies with integrity and professionalism. With a nationwide presence and a strong operational framework, they offer a stable and supportive environment where you can build your career. You'll also benefit from a competitive package including pension contributions, insurance cover, and flexible working options to support your work-life balance. Please click 'Apply now' . Don't worry if your CV isn't up to date, just send what you have and we'll take it from there. IFA Administrator, Financial Planning Administrator, Wealth Administrator
Financial Planner Bristol (Hybrid) £50,000 - £75,000 + Excellent Benefits An established and award-winning Independent wealth management firm is seeking an experienced Financial Planner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The Role The successful candidate will work closely with an established team of financial planners, providing holistic financial planning advice tailored to individual circumstances and long-term objectives. There is a unique opportunity here to take on existing book of clients to work with and build upon, alongside the firm continuing to generate lots of new enquiries through referrals and their brand. The ideal person would work with the clients on offer and look to develop these relationships and this book further over time. There is an experienced paraplanning and admin team to support you with the back office side of things. Key Duties Provide holistic financial planning and regulated advice across pensions, investments, protection and IHT Conduct detailed fact-finding, cashflow planning and suitability assessments Create and deliver tailored financial plans aligned to client goals and risk profiles Maintain long-term client relationships through regular reviews and proactive communication Ensure advice meets regulatory standards and internal quality requirements Collaborate with paraplanners to produce accurate research and suitability reports Stay up to date with legislation, market changes and best practice Benefits Non-contributory pension scheme Annual profit-share Death in service cover at 6 salary 25-30 days holiday plus bank holidays Full support for CII exams and ongoing professional development Private medical insurance About You Level 4 Diploma in Financial Planning and a desire to continue developing professionally. Proven experience advising clients and managing long-term relationships A track record of developing relationships. Collaborative, ethical and client-focused approach Experience presenting or attending in-person meetings would be advantageous
Mar 18, 2026
Full time
Financial Planner Bristol (Hybrid) £50,000 - £75,000 + Excellent Benefits An established and award-winning Independent wealth management firm is seeking an experienced Financial Planner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The Role The successful candidate will work closely with an established team of financial planners, providing holistic financial planning advice tailored to individual circumstances and long-term objectives. There is a unique opportunity here to take on existing book of clients to work with and build upon, alongside the firm continuing to generate lots of new enquiries through referrals and their brand. The ideal person would work with the clients on offer and look to develop these relationships and this book further over time. There is an experienced paraplanning and admin team to support you with the back office side of things. Key Duties Provide holistic financial planning and regulated advice across pensions, investments, protection and IHT Conduct detailed fact-finding, cashflow planning and suitability assessments Create and deliver tailored financial plans aligned to client goals and risk profiles Maintain long-term client relationships through regular reviews and proactive communication Ensure advice meets regulatory standards and internal quality requirements Collaborate with paraplanners to produce accurate research and suitability reports Stay up to date with legislation, market changes and best practice Benefits Non-contributory pension scheme Annual profit-share Death in service cover at 6 salary 25-30 days holiday plus bank holidays Full support for CII exams and ongoing professional development Private medical insurance About You Level 4 Diploma in Financial Planning and a desire to continue developing professionally. Proven experience advising clients and managing long-term relationships A track record of developing relationships. Collaborative, ethical and client-focused approach Experience presenting or attending in-person meetings would be advantageous
Financial Planner Financial Planning Division Investment Management Organisation Location: Newcastle area Salary: Up to £70,000 plus excellent benefits and car allowance The Opportunity An exciting opportunity has arisen for a Financial Planner to join the Financial Planning division of a well-established investment management organisation, supporting clients across the Newcastle region. This role sits within a highly respected, relationship-led environment focused on delivering long-term financial advice to high-net-worth individuals, families, and high-earning professionals. Typical clients include business owners, entrepreneurs, and senior professionals such as Partners within legal and accountancy practices. Financial Planners work exclusively with existing clients of the organisation, conducting most meetings within local offices alongside Private Bankers and Investment Managers. This position offers the opportunity to inherit an existing client book while also developing new planning opportunities organically through collaboration with internal colleagues rather than external marketing or business development activity. The Role You will provide holistic financial planning advice aligned with the organisation's client-first philosophy. Success in the role comes from building trusted relationships and delivering high quality advice rather than sales targets or incentives. Key responsibilities include: Delivering comprehensive financial planning advice to high-net-worth clients Managing and developing an existing portfolio of clients Working closely with Private Bankers and Investment Managers to identify financial planning opportunities within the existing client base Educating colleagues to recognise client needs and cross-referral opportunities Conducting client meetings primarily within local offices Maintaining exceptional compliance and suitability standards Providing advice that prioritises client outcomes, including recommending no action where appropriate Paraplanning and administrative support are provided, allowing you to focus on client relationships and advice delivery. Candidate Profile The organisation is seeking an individual at an early stage of their advisory career who is looking to build a long-term future within a professional wealth management environment. Ideal candidates will have: 1 to 3 years' experience as a Financial Planner or Adviser Minimum Level 4 Diploma qualification (essential) Experience working with affluent or high-net-worth clients Strong interpersonal and relationship management skills A client-first mindset aligned with high ethical standards Applications are also welcomed from exceptional Paraplanners who have gained client-facing experience and are ready to step into an advisory role. Experience within banking, private banking, or investment management environments is advantageous but not essential. Reward and Benefits This role offers stability, professional development, and a genuinely client-centric culture rather than a sales-driven environment. Package includes: Salary up to £70,000 Generous pension contribution Private medical insurance Death in service benefits Car allowance Comprehensive benefits package Long-term career development within a respected investment management organisation Importantly, the organisation does not operate bonus incentives, reflecting its commitment to delivering advice that is always in the best interests of clients.
Mar 18, 2026
Full time
Financial Planner Financial Planning Division Investment Management Organisation Location: Newcastle area Salary: Up to £70,000 plus excellent benefits and car allowance The Opportunity An exciting opportunity has arisen for a Financial Planner to join the Financial Planning division of a well-established investment management organisation, supporting clients across the Newcastle region. This role sits within a highly respected, relationship-led environment focused on delivering long-term financial advice to high-net-worth individuals, families, and high-earning professionals. Typical clients include business owners, entrepreneurs, and senior professionals such as Partners within legal and accountancy practices. Financial Planners work exclusively with existing clients of the organisation, conducting most meetings within local offices alongside Private Bankers and Investment Managers. This position offers the opportunity to inherit an existing client book while also developing new planning opportunities organically through collaboration with internal colleagues rather than external marketing or business development activity. The Role You will provide holistic financial planning advice aligned with the organisation's client-first philosophy. Success in the role comes from building trusted relationships and delivering high quality advice rather than sales targets or incentives. Key responsibilities include: Delivering comprehensive financial planning advice to high-net-worth clients Managing and developing an existing portfolio of clients Working closely with Private Bankers and Investment Managers to identify financial planning opportunities within the existing client base Educating colleagues to recognise client needs and cross-referral opportunities Conducting client meetings primarily within local offices Maintaining exceptional compliance and suitability standards Providing advice that prioritises client outcomes, including recommending no action where appropriate Paraplanning and administrative support are provided, allowing you to focus on client relationships and advice delivery. Candidate Profile The organisation is seeking an individual at an early stage of their advisory career who is looking to build a long-term future within a professional wealth management environment. Ideal candidates will have: 1 to 3 years' experience as a Financial Planner or Adviser Minimum Level 4 Diploma qualification (essential) Experience working with affluent or high-net-worth clients Strong interpersonal and relationship management skills A client-first mindset aligned with high ethical standards Applications are also welcomed from exceptional Paraplanners who have gained client-facing experience and are ready to step into an advisory role. Experience within banking, private banking, or investment management environments is advantageous but not essential. Reward and Benefits This role offers stability, professional development, and a genuinely client-centric culture rather than a sales-driven environment. Package includes: Salary up to £70,000 Generous pension contribution Private medical insurance Death in service benefits Car allowance Comprehensive benefits package Long-term career development within a respected investment management organisation Importantly, the organisation does not operate bonus incentives, reflecting its commitment to delivering advice that is always in the best interests of clients.
Financial Planner Financial Planning Division Investment Management Organisation Location: Birmingham area Salary: Up to £70,000 plus excellent benefits and car allowance The Opportunity An exciting opportunity has arisen for a Financial Planner to join the Financial Planning division of a well-established investment management organisation, supporting clients across the Birmingham region. This role sits within a highly respected, relationship-led environment focused on delivering long-term financial advice to high-net-worth individuals, families, and high-earning professionals. Typical clients include business owners, entrepreneurs, and senior professionals such as Partners within legal and accountancy practices. Financial Planners work exclusively with existing clients of the organisation, conducting most meetings within local offices alongside Private Bankers and Investment Managers. This position offers the opportunity to inherit an existing client book while also developing new planning opportunities organically through collaboration with internal colleagues rather than external marketing or business development activity. The Role You will provide holistic financial planning advice aligned with the organisation's client-first philosophy. Success in the role comes from building trusted relationships and delivering high quality advice rather than sales targets or incentives. Key responsibilities include: Delivering comprehensive financial planning advice to high-net-worth clients Managing and developing an existing portfolio of clients Working closely with Private Bankers and Investment Managers to identify financial planning opportunities within the existing client base Educating colleagues to recognise client needs and cross-referral opportunities Conducting client meetings primarily within local offices Maintaining exceptional compliance and suitability standards Providing advice that prioritises client outcomes, including recommending no action where appropriate Paraplanning and administrative support are provided, allowing you to focus on client relationships and advice delivery. Candidate Profile The organisation is seeking an individual at an early stage of their advisory career who is looking to build a long-term future within a professional wealth management environment. Ideal candidates will have: 1 to 3 years' experience as a Financial Planner or Adviser Minimum Level 4 Diploma qualification (essential) Experience working with affluent or high-net-worth clients Strong interpersonal and relationship management skills A client-first mindset aligned with high ethical standards Applications are also welcomed from exceptional Paraplanners who have gained client-facing experience and are ready to step into an advisory role. Experience within banking, private banking, or investment management environments is advantageous but not essential. Reward and Benefits This role offers stability, professional development, and a genuinely client-centric culture rather than a sales-driven environment. Package includes: Salary up to £70,000 Generous pension contribution Private medical insurance Death in service benefits Car allowance Comprehensive benefits package Long-term career development within a respected investment management organisation Importantly, the organisation does not operate bonus incentives, reflecting its commitment to delivering advice that is always in the best interests of clients.
Mar 18, 2026
Full time
Financial Planner Financial Planning Division Investment Management Organisation Location: Birmingham area Salary: Up to £70,000 plus excellent benefits and car allowance The Opportunity An exciting opportunity has arisen for a Financial Planner to join the Financial Planning division of a well-established investment management organisation, supporting clients across the Birmingham region. This role sits within a highly respected, relationship-led environment focused on delivering long-term financial advice to high-net-worth individuals, families, and high-earning professionals. Typical clients include business owners, entrepreneurs, and senior professionals such as Partners within legal and accountancy practices. Financial Planners work exclusively with existing clients of the organisation, conducting most meetings within local offices alongside Private Bankers and Investment Managers. This position offers the opportunity to inherit an existing client book while also developing new planning opportunities organically through collaboration with internal colleagues rather than external marketing or business development activity. The Role You will provide holistic financial planning advice aligned with the organisation's client-first philosophy. Success in the role comes from building trusted relationships and delivering high quality advice rather than sales targets or incentives. Key responsibilities include: Delivering comprehensive financial planning advice to high-net-worth clients Managing and developing an existing portfolio of clients Working closely with Private Bankers and Investment Managers to identify financial planning opportunities within the existing client base Educating colleagues to recognise client needs and cross-referral opportunities Conducting client meetings primarily within local offices Maintaining exceptional compliance and suitability standards Providing advice that prioritises client outcomes, including recommending no action where appropriate Paraplanning and administrative support are provided, allowing you to focus on client relationships and advice delivery. Candidate Profile The organisation is seeking an individual at an early stage of their advisory career who is looking to build a long-term future within a professional wealth management environment. Ideal candidates will have: 1 to 3 years' experience as a Financial Planner or Adviser Minimum Level 4 Diploma qualification (essential) Experience working with affluent or high-net-worth clients Strong interpersonal and relationship management skills A client-first mindset aligned with high ethical standards Applications are also welcomed from exceptional Paraplanners who have gained client-facing experience and are ready to step into an advisory role. Experience within banking, private banking, or investment management environments is advantageous but not essential. Reward and Benefits This role offers stability, professional development, and a genuinely client-centric culture rather than a sales-driven environment. Package includes: Salary up to £70,000 Generous pension contribution Private medical insurance Death in service benefits Car allowance Comprehensive benefits package Long-term career development within a respected investment management organisation Importantly, the organisation does not operate bonus incentives, reflecting its commitment to delivering advice that is always in the best interests of clients.
The Enterprise Architect will be responsible for leading the development, evolution, and governance of technology architecture and AI initiatives, ensuring alignment with strategic objectives and regulatory obligations. This role guides the integration and optimisation of SaaS platforms, cloud services, and emerging technologies, with a strong emphasis on cost efficiency, operational effectiveness, and future proofing. Client Details My client is a specialist and one of the fastest growing mortgage lenders in the UK. Description Design, maintain, and evolve enterprise-wide architecture in alignment with business strategy, regulatory requirements, and security standards. Define and maintain architectural frameworks, principles, and reference models that guide decision making across the organisation. Conduct regular architectural and AI solution reviews to ensure robustness, scalability, and adaptability. Lead the evaluation, selection, and implementation of SaaS platforms, cloud solutions, AI tools, and emerging technologies. Lead a team that may include Data Architects, Solution/IT Architects, and other specialist roles. Contribute to IT budgeting and cost planning. Manage relationships with external vendors, service providers, and partners supporting technology and SaaS platforms. Oversee systems and tools required to deliver architectural responsibilities. Provide best-practice guidance for integrating and optimising SaaS and AI solutions, balancing innovation with risk reduction and cost control. Oversee lifecycle management of cloud and SaaS platforms, including vendor assessments, contract oversight, and roadmap development. Partner with business leaders and technical teams to understand requirements and translate them into architectural solutions. Facilitate workshops, design reviews, and technical forums to encourage alignment and knowledge sharing. Act as a trusted advisor to senior stakeholders on technology strategy, AI adoption, and transformation programmes. Develop and maintain architectural standards, governance models, and best practices. Contribute to policies and procedures related to IT, cloud services, security, and AI ethics. Identify and mitigate technology and AI related risks across the portfolio. Govern SaaS and AI utilisation, monitoring consumption, licensing, and ethical considerations. Perform regular SaaS contract and usage reviews to optimise spend and eliminate waste. Work with Finance and Procurement to negotiate contracts and identify opportunities for cost savings. Implement centralised controls for SaaS and AI onboarding/offboarding to ensure compliance and security. Define and track KPIs for SaaS and AI adoption, delivering insight into cost effectiveness and operational performance. Promote automation and analytics to improve visibility of usage, costs, and business value. Provide authentic, values driven leadership to technical teams. Attract, develop, and mentor talent within architecture and related disciplines. Create and sustain a high performing, collaborative, agile team culture. Manage performance, behaviours, and capability development Foster a strong risk aware culture across the team and wider function. Ensure appropriate controls, governance processes, and reporting mechanisms are in place and maintained. Monitor technology trends and evaluate their relevance to organisational goals. Promote AI enabled and innovative solutions that enhance operational efficiency and competitiveness. Lead proofs of concept and pilot projects to validate and assess new technologies. Support wider organisational initiatives such as sustainability, diversity, equity & inclusion, and wellbeing programmes. Profile A successful Enterprise Architect should have: Deep understanding of enterprise architecture frameworks (e.g., TOGAF, Zachman). Strong knowledge of business process modelling and the ability to translate requirements into technology solutions. Expertise in integrating complex environments including IaaS, PaaS, and SaaS. Solid understanding of IT governance, compliance, and risk management. Awareness of current and emerging trends in cloud, SaaS, data, security, and AI. Demonstrable experience designing and implementing enterprise-level technology solutions. Evidence of continued professional development and strategic IT leadership. Significant experience in an enterprise architecture role within a complex organisation. Strong analytical and strategic thinking abilities. Excellent stakeholder management and influencing skills at senior levels. Clear and effective communication skills across technical and non technical audiences. Ability to lead cross-functional teams and drive alignment across the organisation. Proficiency in developing architectural documentation and roadmaps. Sound judgement in evaluating risks, dependencies, and trade offs. Bachelor's or master's degree in IT, Computer Science, Engineering, or a similar field. Professional certifications in enterprise architecture (e.g., TOGAF, ArchiMate) Job Offer Competitive salary ranging from £100,000 to £130,000 per annum. 25 days of annual holiday leave. Access to a comprehensive pension scheme. Life assurance coverage. Private medical insurance for your health and well-being.
Mar 18, 2026
Full time
The Enterprise Architect will be responsible for leading the development, evolution, and governance of technology architecture and AI initiatives, ensuring alignment with strategic objectives and regulatory obligations. This role guides the integration and optimisation of SaaS platforms, cloud services, and emerging technologies, with a strong emphasis on cost efficiency, operational effectiveness, and future proofing. Client Details My client is a specialist and one of the fastest growing mortgage lenders in the UK. Description Design, maintain, and evolve enterprise-wide architecture in alignment with business strategy, regulatory requirements, and security standards. Define and maintain architectural frameworks, principles, and reference models that guide decision making across the organisation. Conduct regular architectural and AI solution reviews to ensure robustness, scalability, and adaptability. Lead the evaluation, selection, and implementation of SaaS platforms, cloud solutions, AI tools, and emerging technologies. Lead a team that may include Data Architects, Solution/IT Architects, and other specialist roles. Contribute to IT budgeting and cost planning. Manage relationships with external vendors, service providers, and partners supporting technology and SaaS platforms. Oversee systems and tools required to deliver architectural responsibilities. Provide best-practice guidance for integrating and optimising SaaS and AI solutions, balancing innovation with risk reduction and cost control. Oversee lifecycle management of cloud and SaaS platforms, including vendor assessments, contract oversight, and roadmap development. Partner with business leaders and technical teams to understand requirements and translate them into architectural solutions. Facilitate workshops, design reviews, and technical forums to encourage alignment and knowledge sharing. Act as a trusted advisor to senior stakeholders on technology strategy, AI adoption, and transformation programmes. Develop and maintain architectural standards, governance models, and best practices. Contribute to policies and procedures related to IT, cloud services, security, and AI ethics. Identify and mitigate technology and AI related risks across the portfolio. Govern SaaS and AI utilisation, monitoring consumption, licensing, and ethical considerations. Perform regular SaaS contract and usage reviews to optimise spend and eliminate waste. Work with Finance and Procurement to negotiate contracts and identify opportunities for cost savings. Implement centralised controls for SaaS and AI onboarding/offboarding to ensure compliance and security. Define and track KPIs for SaaS and AI adoption, delivering insight into cost effectiveness and operational performance. Promote automation and analytics to improve visibility of usage, costs, and business value. Provide authentic, values driven leadership to technical teams. Attract, develop, and mentor talent within architecture and related disciplines. Create and sustain a high performing, collaborative, agile team culture. Manage performance, behaviours, and capability development Foster a strong risk aware culture across the team and wider function. Ensure appropriate controls, governance processes, and reporting mechanisms are in place and maintained. Monitor technology trends and evaluate their relevance to organisational goals. Promote AI enabled and innovative solutions that enhance operational efficiency and competitiveness. Lead proofs of concept and pilot projects to validate and assess new technologies. Support wider organisational initiatives such as sustainability, diversity, equity & inclusion, and wellbeing programmes. Profile A successful Enterprise Architect should have: Deep understanding of enterprise architecture frameworks (e.g., TOGAF, Zachman). Strong knowledge of business process modelling and the ability to translate requirements into technology solutions. Expertise in integrating complex environments including IaaS, PaaS, and SaaS. Solid understanding of IT governance, compliance, and risk management. Awareness of current and emerging trends in cloud, SaaS, data, security, and AI. Demonstrable experience designing and implementing enterprise-level technology solutions. Evidence of continued professional development and strategic IT leadership. Significant experience in an enterprise architecture role within a complex organisation. Strong analytical and strategic thinking abilities. Excellent stakeholder management and influencing skills at senior levels. Clear and effective communication skills across technical and non technical audiences. Ability to lead cross-functional teams and drive alignment across the organisation. Proficiency in developing architectural documentation and roadmaps. Sound judgement in evaluating risks, dependencies, and trade offs. Bachelor's or master's degree in IT, Computer Science, Engineering, or a similar field. Professional certifications in enterprise architecture (e.g., TOGAF, ArchiMate) Job Offer Competitive salary ranging from £100,000 to £130,000 per annum. 25 days of annual holiday leave. Access to a comprehensive pension scheme. Life assurance coverage. Private medical insurance for your health and well-being.
Experienced Financial Adviser Central London, hybrid working Up to £90,000 + bonus This role is best suited to financial advisers with experience working closely with private clients and helping them achieve their personal financial goals. The firm is looking for a chartered financial advisor to join them in a period of growth. If you enjoy building long-term relationships and are confident in bringing on new clients, this could be the right opportunity for you. You will be joining a well-established and supportive firm that offers a competitive salary, career development, and the tools to grow both your experience and earnings. The Business Our client is a directly authorised, independent financial advisory firm that has been providing trusted advice for over 30 years. Chartered and highly respected, they specialise in pensions, investments, and protection for individual clients. With a strong existing client base, they are now looking to grow their team by hiring an adviser who can help deepen relationships and bring new individuals and families into the firm. The Role You will be responsible for looking after an existing portfolio of private clients, providing holistic financial advice across pensions, investments, and protection. At the same time, you will play a key role in developing new client relationships, with the support of the firm's excellent reputation, marketing resources, and experienced team. This is an opportunity to deliver truly independent advice and build long-term trusted relationships with individuals and families. The Benefits Salary up to £90k - negotiable Bonus scheme 26 days holiday, rising to 31 after 5 years, plus bank holidays Generous employer pension contribution Death in Service cover Income Protection cover Private Medical Insurance and Health Cash plan Full support towards professional qualifications Requirements Experience as a financial advisor for at least three years Ideally chartered through the CII, or partway through the exams Apply If this sounds like the right move for you, apply today with your CV and contact details - the process is quick and straightforward. Synonyms: Financial Adviser, Financial Planner, IFA, Independent Financial Adviser, Wealth Adviser
Mar 17, 2026
Full time
Experienced Financial Adviser Central London, hybrid working Up to £90,000 + bonus This role is best suited to financial advisers with experience working closely with private clients and helping them achieve their personal financial goals. The firm is looking for a chartered financial advisor to join them in a period of growth. If you enjoy building long-term relationships and are confident in bringing on new clients, this could be the right opportunity for you. You will be joining a well-established and supportive firm that offers a competitive salary, career development, and the tools to grow both your experience and earnings. The Business Our client is a directly authorised, independent financial advisory firm that has been providing trusted advice for over 30 years. Chartered and highly respected, they specialise in pensions, investments, and protection for individual clients. With a strong existing client base, they are now looking to grow their team by hiring an adviser who can help deepen relationships and bring new individuals and families into the firm. The Role You will be responsible for looking after an existing portfolio of private clients, providing holistic financial advice across pensions, investments, and protection. At the same time, you will play a key role in developing new client relationships, with the support of the firm's excellent reputation, marketing resources, and experienced team. This is an opportunity to deliver truly independent advice and build long-term trusted relationships with individuals and families. The Benefits Salary up to £90k - negotiable Bonus scheme 26 days holiday, rising to 31 after 5 years, plus bank holidays Generous employer pension contribution Death in Service cover Income Protection cover Private Medical Insurance and Health Cash plan Full support towards professional qualifications Requirements Experience as a financial advisor for at least three years Ideally chartered through the CII, or partway through the exams Apply If this sounds like the right move for you, apply today with your CV and contact details - the process is quick and straightforward. Synonyms: Financial Adviser, Financial Planner, IFA, Independent Financial Adviser, Wealth Adviser
Pricing Transformation Lead page is loaded Pricing Transformation Leadlocations: London - UKtime type: fulltimeposted on: Gisteren geplaatstjob requisition id: RA senior leadership role embedded within the Pricing Transformation function, responsible for driving strategic and technical change across pricing, underwriting, and model development. This is not a traditional actuarial or consulting role - it combines deep technical expertise with transformation delivery, stakeholder engagement, and team enablement. You will shape the future of pricing in General Insurance through innovation and transformation, solve complex problems with high-impact, low-effort solutions that directly influence underwriting and portfolio performance and act as a senior decision-maker, partnering with leadership to define and deliver change. The role will work across disciplines - actuarial, underwriting, and development to embed best practice and accelerate delivery. We're all about people We win together We strive for better We enjoy the everyday We think further Who we are: Business Unit overview: The International Portfolio Analytics (IPA) team at Markel is a dynamic, multi-functional group that operates with creativity, autonomy, and empowerment. Embedded within the underwriting business and represented in senior leadership forums, the team supports all divisions of Markel International. Its core focus lies in the key areas essential to driving profitability and performance for a specialty lines insurer: Portfolio Management, Pricing Transformation, Advanced Analytics, and Catastrophe & Exposure Management.Part of Markel Group (NYSE - MKL) a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory, and investment operations around the world. What you'll be doing: Lead the design and delivery of pricing transformation initiatives, including innovation of models in Excel and Python, and underwriting engagement Own and drive technical pricing development, including recalibration, rate adequacy, and feature expansion Collaborate with underwriting teams to build credibility and deliver impactful change Identify operational and technical bottlenecks, and design solutions that scale Mentor junior analysts and developers, embedding best practice and accelerating capability Represent the Pricing Transformation function in cross-functional forums and leadership discussions Key Skills: Strong technical pricing, ideally with an actuarial background and experience with insurance pricing development Consulting mindset - able to diagnose, design, and deliver change across functions Deep understanding of underwriting workflows and how pricing impacts decision-making Proven ability to lead transformation initiatives in complex environments Comfortable working with developers, actuaries, and analysts to translate strategy into delivery Excellent communication and stakeholder engagement skills - able to build trust and influence across levels Experience in mentoring and developing junior talent Strategic thinker with a bias for action and practical delivery A great starting salary plus annual bonus & strong benefits package Up to 16% company pension scheme, Private medical and dental cover, Menopause plan, emergency care benefit (children/Pets/dependants) Income protection, Life assurance, electric car scheme, travel insurance 25 days paid holiday plus Bank Holidays, with the opportunity to buy/sell extra leave As well as other great benefits on offer there are countless opportunities to learn new skills and develop in your career!If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward, reach their full potential and seize opportunities. You'll find your fit amongst our diverse global community of optimists and problem-solvers. We're always pushing each other to think further because we believe that when we strive for better and realise our potential, we can help others reach theirs. Join us and play your part in something special! Choose 'Apply Now' to fill out our short application, so that we can find out more about you.At Markel we are all about the people , celebrating the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also happy to consider candidates who are looking for flexible working patterns.We will ensure that individuals are provided with any reasonable accommodations to be able to participate in the job application or interview process and to perform essential job functions if successful. Please contact us via email at or call us at to request any accommodations or adjustments that may be needed, including alternative formats of documents or information on how to apply offline.
Mar 17, 2026
Full time
Pricing Transformation Lead page is loaded Pricing Transformation Leadlocations: London - UKtime type: fulltimeposted on: Gisteren geplaatstjob requisition id: RA senior leadership role embedded within the Pricing Transformation function, responsible for driving strategic and technical change across pricing, underwriting, and model development. This is not a traditional actuarial or consulting role - it combines deep technical expertise with transformation delivery, stakeholder engagement, and team enablement. You will shape the future of pricing in General Insurance through innovation and transformation, solve complex problems with high-impact, low-effort solutions that directly influence underwriting and portfolio performance and act as a senior decision-maker, partnering with leadership to define and deliver change. The role will work across disciplines - actuarial, underwriting, and development to embed best practice and accelerate delivery. We're all about people We win together We strive for better We enjoy the everyday We think further Who we are: Business Unit overview: The International Portfolio Analytics (IPA) team at Markel is a dynamic, multi-functional group that operates with creativity, autonomy, and empowerment. Embedded within the underwriting business and represented in senior leadership forums, the team supports all divisions of Markel International. Its core focus lies in the key areas essential to driving profitability and performance for a specialty lines insurer: Portfolio Management, Pricing Transformation, Advanced Analytics, and Catastrophe & Exposure Management.Part of Markel Group (NYSE - MKL) a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory, and investment operations around the world. What you'll be doing: Lead the design and delivery of pricing transformation initiatives, including innovation of models in Excel and Python, and underwriting engagement Own and drive technical pricing development, including recalibration, rate adequacy, and feature expansion Collaborate with underwriting teams to build credibility and deliver impactful change Identify operational and technical bottlenecks, and design solutions that scale Mentor junior analysts and developers, embedding best practice and accelerating capability Represent the Pricing Transformation function in cross-functional forums and leadership discussions Key Skills: Strong technical pricing, ideally with an actuarial background and experience with insurance pricing development Consulting mindset - able to diagnose, design, and deliver change across functions Deep understanding of underwriting workflows and how pricing impacts decision-making Proven ability to lead transformation initiatives in complex environments Comfortable working with developers, actuaries, and analysts to translate strategy into delivery Excellent communication and stakeholder engagement skills - able to build trust and influence across levels Experience in mentoring and developing junior talent Strategic thinker with a bias for action and practical delivery A great starting salary plus annual bonus & strong benefits package Up to 16% company pension scheme, Private medical and dental cover, Menopause plan, emergency care benefit (children/Pets/dependants) Income protection, Life assurance, electric car scheme, travel insurance 25 days paid holiday plus Bank Holidays, with the opportunity to buy/sell extra leave As well as other great benefits on offer there are countless opportunities to learn new skills and develop in your career!If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward, reach their full potential and seize opportunities. You'll find your fit amongst our diverse global community of optimists and problem-solvers. We're always pushing each other to think further because we believe that when we strive for better and realise our potential, we can help others reach theirs. Join us and play your part in something special! Choose 'Apply Now' to fill out our short application, so that we can find out more about you.At Markel we are all about the people , celebrating the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also happy to consider candidates who are looking for flexible working patterns.We will ensure that individuals are provided with any reasonable accommodations to be able to participate in the job application or interview process and to perform essential job functions if successful. Please contact us via email at or call us at to request any accommodations or adjustments that may be needed, including alternative formats of documents or information on how to apply offline.
Senior Loss Adjuster - Technical and Special Risk page is loaded Senior Loss Adjuster - Technical and Special Risklocations: UK Home Workerposted on: Posted Todayjob requisition id: R70041By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there's no limit to what you can achieve.Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top CompaniesCertified as a Great Place to WorkFortune Best Workplaces in Financial Services & InsuranceSenior Loss Adjuster - Technical and Special Risk# Be the authority businesses rely on when complex and high stakes risks demand expert leadership. Job Location: Any of our UK offices Job Type: Permanent Remuneration: Competitive salary commensurate with seniority, skills, experience, and qualifications# We have an outstanding opportunity for a Senior Technical & Special Risks Loss Adjuster in the United Kingdom As a Senior Loss Adjuster specialising in Technical and Special Risks , you will take ownership of complex, high value, and technically demanding claims across a diverse portfolio. These may include major property and engineering losses, complex business interruption, cyber related incidents, energy and infrastructure risks, and other specialist or non standard exposures.Operating with a high degree of autonomy, you will lead investigations from first notification through to settlement, providing strategic direction, technical authority, and sound judgement throughout the lifecycle of each claim. You will work closely with insurers, brokers, insureds, legal advisers, engineers, and forensic specialists, ensuring outcomes are fair, commercially balanced, and fully defensible.This role places you at the forefront of critical situations where claims are financially significant, reputationally sensitive, or operationally complex. You will act as a trusted advisor, translating highly technical findings into clear, credible guidance while maintaining robust control of coverage, quantum, and liability considerations.Whether working flexibly from home, from one of our UK offices, or attending site and stakeholder meetings, you will be supported by a senior technical network and a culture that recognises expertise. We invest heavily in specialist capability, professional development, and industry leadership to ensure you remain at the cutting edge of technical adjusting.This is a role for experienced professionals who thrive in complexity, influence outcomes with confidence, and want to further their career within a market leading Technical & Special Risks practice.# The experience and skills you will bring Extensive loss adjusting expertise: Significant experience handling complex, high value, or specialist claims within technical, engineering, property, energy, cyber, or emerging risk classes. Technical authority: Strong policy interpretation skills and the ability to assess complex causation, liability, and quantum with confidence. Qualified: Chartered or nearing chartered status in a relevant field - be that ACII, ACILA, AICLA, MRICS, ICE / CEng or ACA Stakeholder influence: Proven ability to engage at senior level with insurers, brokers, legal counsel, engineers, and insureds, often in challenging or contentious environments. Leadership through expertise: Comfortable providing direction, challenge, and insight to drive claims to timely and defensible resolution. Organisation and resilience: Ability to manage a demanding caseload involving critical timelines, sensitive matters, and high financial exposure.# Professional development and progression Advanced technical learning: Continued development within technical and special risk disciplines through structured training, expert collaboration, and complex claim exposure. Professional recognition: Full support towards Chartered status with the Chartered Institute of Loss Adjusters (CILA), where applicable, and ongoing CPD.# What we'll give you for this role Remuneration & more Competitive senior level salary Self Invested Personal Pension Scheme (SIPP) Annual holiday allowance of 25 days plus bank holidays Flexible, hybrid working arrangements Health & support Private healthcare plan (including pre existing conditions) Life assurance Group Income Protection Employee assistance programme for wellbeing support Other benefits Voluntary benefits including green car scheme, dental cover, cycle to work scheme, season ticket loans, wellbeing tools, and digital GP services Discounts on a wide range of products and services# This isn't just a senior role - it's a platform for influence At Sedgwick, senior technical professionals shape how complex claims are managed across the market. Through Sedgwick University , you will have access to the most comprehensive learning and development ecosystem in the industry, with advanced role specific training, leadership pathways, and opportunities for continued professional education.You'll join a community of subject matter experts who lead by knowledge, integrity, and impact - protecting businesses, reputations, and livelihoods.# Next steps for you If you're ready to apply your expertise at a senior level and influence the outcome of some of the market's most complex claims, apply now .If you meet most - but not all - of the criteria, we still encourage you to apply. We value depth of experience, professional judgement, and potential as much as formal qualifications.We are proud to operate a zero tolerance policy towards discrimination of any kind, regardless of age, disability, gender identity, marital or family status, race, religion, sex, or sexual orientation.Following the closing date, applications will be reviewed and shortlisted candidates may be invited to interview (virtually or in person). is an Equal Opportunity Employer.The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Sedgwick retains the discretion to add or to change the duties of the position at any time. Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see
Mar 17, 2026
Full time
Senior Loss Adjuster - Technical and Special Risk page is loaded Senior Loss Adjuster - Technical and Special Risklocations: UK Home Workerposted on: Posted Todayjob requisition id: R70041By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there's no limit to what you can achieve.Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top CompaniesCertified as a Great Place to WorkFortune Best Workplaces in Financial Services & InsuranceSenior Loss Adjuster - Technical and Special Risk# Be the authority businesses rely on when complex and high stakes risks demand expert leadership. Job Location: Any of our UK offices Job Type: Permanent Remuneration: Competitive salary commensurate with seniority, skills, experience, and qualifications# We have an outstanding opportunity for a Senior Technical & Special Risks Loss Adjuster in the United Kingdom As a Senior Loss Adjuster specialising in Technical and Special Risks , you will take ownership of complex, high value, and technically demanding claims across a diverse portfolio. These may include major property and engineering losses, complex business interruption, cyber related incidents, energy and infrastructure risks, and other specialist or non standard exposures.Operating with a high degree of autonomy, you will lead investigations from first notification through to settlement, providing strategic direction, technical authority, and sound judgement throughout the lifecycle of each claim. You will work closely with insurers, brokers, insureds, legal advisers, engineers, and forensic specialists, ensuring outcomes are fair, commercially balanced, and fully defensible.This role places you at the forefront of critical situations where claims are financially significant, reputationally sensitive, or operationally complex. You will act as a trusted advisor, translating highly technical findings into clear, credible guidance while maintaining robust control of coverage, quantum, and liability considerations.Whether working flexibly from home, from one of our UK offices, or attending site and stakeholder meetings, you will be supported by a senior technical network and a culture that recognises expertise. We invest heavily in specialist capability, professional development, and industry leadership to ensure you remain at the cutting edge of technical adjusting.This is a role for experienced professionals who thrive in complexity, influence outcomes with confidence, and want to further their career within a market leading Technical & Special Risks practice.# The experience and skills you will bring Extensive loss adjusting expertise: Significant experience handling complex, high value, or specialist claims within technical, engineering, property, energy, cyber, or emerging risk classes. Technical authority: Strong policy interpretation skills and the ability to assess complex causation, liability, and quantum with confidence. Qualified: Chartered or nearing chartered status in a relevant field - be that ACII, ACILA, AICLA, MRICS, ICE / CEng or ACA Stakeholder influence: Proven ability to engage at senior level with insurers, brokers, legal counsel, engineers, and insureds, often in challenging or contentious environments. Leadership through expertise: Comfortable providing direction, challenge, and insight to drive claims to timely and defensible resolution. Organisation and resilience: Ability to manage a demanding caseload involving critical timelines, sensitive matters, and high financial exposure.# Professional development and progression Advanced technical learning: Continued development within technical and special risk disciplines through structured training, expert collaboration, and complex claim exposure. Professional recognition: Full support towards Chartered status with the Chartered Institute of Loss Adjusters (CILA), where applicable, and ongoing CPD.# What we'll give you for this role Remuneration & more Competitive senior level salary Self Invested Personal Pension Scheme (SIPP) Annual holiday allowance of 25 days plus bank holidays Flexible, hybrid working arrangements Health & support Private healthcare plan (including pre existing conditions) Life assurance Group Income Protection Employee assistance programme for wellbeing support Other benefits Voluntary benefits including green car scheme, dental cover, cycle to work scheme, season ticket loans, wellbeing tools, and digital GP services Discounts on a wide range of products and services# This isn't just a senior role - it's a platform for influence At Sedgwick, senior technical professionals shape how complex claims are managed across the market. Through Sedgwick University , you will have access to the most comprehensive learning and development ecosystem in the industry, with advanced role specific training, leadership pathways, and opportunities for continued professional education.You'll join a community of subject matter experts who lead by knowledge, integrity, and impact - protecting businesses, reputations, and livelihoods.# Next steps for you If you're ready to apply your expertise at a senior level and influence the outcome of some of the market's most complex claims, apply now .If you meet most - but not all - of the criteria, we still encourage you to apply. We value depth of experience, professional judgement, and potential as much as formal qualifications.We are proud to operate a zero tolerance policy towards discrimination of any kind, regardless of age, disability, gender identity, marital or family status, race, religion, sex, or sexual orientation.Following the closing date, applications will be reviewed and shortlisted candidates may be invited to interview (virtually or in person). is an Equal Opportunity Employer.The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Sedgwick retains the discretion to add or to change the duties of the position at any time. Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see
We are working on behalf an Insurance Broker who is looking for a Personal Lines Insurance Advisor. You will be primarily focused on Motor, Household, VIP Motor and Household and associated fringe covers based in the Nottingham office. The role of the Personal Lines Insurance Advisor: Assisting customers with their renewals, mid term alterations and new business enquiries. Negotiating with Underwriters where necessary. Arranging cover. Producing company approved documentation for customers. Liaising with the Nottingham Clients on the phone, by email and post. Building and maintaining long-term relationships. Identifying new customer opportunities as and when they arise. Skills required for the Personal Lines Insurance Advisor: Previous experience of dealing with Motor and/or Household Insurance and/or High Net Worth/VIP Personal Lines. Strong IT, communication and time management skills Ability to work within a team and individually. Be based in or around Nottingham/Nottinghamshire. Please apply to: Call or text Rachel Goodman on Email
Mar 17, 2026
Full time
We are working on behalf an Insurance Broker who is looking for a Personal Lines Insurance Advisor. You will be primarily focused on Motor, Household, VIP Motor and Household and associated fringe covers based in the Nottingham office. The role of the Personal Lines Insurance Advisor: Assisting customers with their renewals, mid term alterations and new business enquiries. Negotiating with Underwriters where necessary. Arranging cover. Producing company approved documentation for customers. Liaising with the Nottingham Clients on the phone, by email and post. Building and maintaining long-term relationships. Identifying new customer opportunities as and when they arise. Skills required for the Personal Lines Insurance Advisor: Previous experience of dealing with Motor and/or Household Insurance and/or High Net Worth/VIP Personal Lines. Strong IT, communication and time management skills Ability to work within a team and individually. Be based in or around Nottingham/Nottinghamshire. Please apply to: Call or text Rachel Goodman on Email
With a no limits approach, we can rise to any challenge. Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer. Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities. From pro bono work to insuring COVID-19 vaccine development to de-risking the carbon market, we're using our skills, knowledge, and networks to make a difference and speed positive change in the world around us.We are actively looking for a Commercial Account Executive to join our Howden Consumer & Local Commercial team. Our local Commercial team have grown rapidly over the last 14 years', and we now have over 200 people within the team across the UK. In this role you will be responsible for building rapport with new and existing clients, who could range from sole traders, through to the MD/CEO of a large organisation, and working closely with the Branch Manager to achieve objectives. About you: You will have experience winning new business and building long lasting relationships with B2B clients. You must have a passion for developing business through marketing, community engagement, networking, client meetings, just to name a few - the stronger our presence in the market, the more successful you will be. You will be tenacious and have a business curiosity, as this will allow you to identify and explore new business opportunities to drive the best possible outcome for our clients You are willing to learn, as every day will be different. This is a great opportunity to progress your career as a Commercial Account Executive and become further your professional qualifications. You are consultative, have the ability to question effectively and will be an active listener, you will take the time to fully understand client requirements and be able to advise on products and solutions - always identifying opportunities, but more importantly, looking for a 'path to yes' Rewards: We believe that great work and dedication should be rewarded, that's why we offer: 22 days holiday (plus bank holidays), increasing through length of service A set of core benefits, designed with your health and financial protection in mind: Life Assurance up to 4x salary, protecting your loved ones in case the worst should happen Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury Contributory pension scheme - 5% employer contribution and 5% employee contribution Access to a Healthcare Cashplan, which gives you access to a variety of health related benefits Access to a host of lifestyle and financial benefits that you can choose from: Discounts on gym membership across the UK Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase Access to a range of insurance polices through Howden at discounted rates Access to hundreds of high-street retailer discounts
Mar 17, 2026
Full time
With a no limits approach, we can rise to any challenge. Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer. Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities. From pro bono work to insuring COVID-19 vaccine development to de-risking the carbon market, we're using our skills, knowledge, and networks to make a difference and speed positive change in the world around us.We are actively looking for a Commercial Account Executive to join our Howden Consumer & Local Commercial team. Our local Commercial team have grown rapidly over the last 14 years', and we now have over 200 people within the team across the UK. In this role you will be responsible for building rapport with new and existing clients, who could range from sole traders, through to the MD/CEO of a large organisation, and working closely with the Branch Manager to achieve objectives. About you: You will have experience winning new business and building long lasting relationships with B2B clients. You must have a passion for developing business through marketing, community engagement, networking, client meetings, just to name a few - the stronger our presence in the market, the more successful you will be. You will be tenacious and have a business curiosity, as this will allow you to identify and explore new business opportunities to drive the best possible outcome for our clients You are willing to learn, as every day will be different. This is a great opportunity to progress your career as a Commercial Account Executive and become further your professional qualifications. You are consultative, have the ability to question effectively and will be an active listener, you will take the time to fully understand client requirements and be able to advise on products and solutions - always identifying opportunities, but more importantly, looking for a 'path to yes' Rewards: We believe that great work and dedication should be rewarded, that's why we offer: 22 days holiday (plus bank holidays), increasing through length of service A set of core benefits, designed with your health and financial protection in mind: Life Assurance up to 4x salary, protecting your loved ones in case the worst should happen Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury Contributory pension scheme - 5% employer contribution and 5% employee contribution Access to a Healthcare Cashplan, which gives you access to a variety of health related benefits Access to a host of lifestyle and financial benefits that you can choose from: Discounts on gym membership across the UK Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase Access to a range of insurance polices through Howden at discounted rates Access to hundreds of high-street retailer discounts
Insurance Advisor Growing Local Employer Hybrid Working Are you a confident communicator with a passion for building relationships and helping people make informed decisions? Do you thrive in a consultative sales environment where your efforts directly impact your success? If so, we have an exciting opportunity for you! We're working with a highly respected, locally rooted firm that has built a strong reputation for excellence, integrity, and community involvement. With decades of experience and a loyal client base, they're now looking to expand their team with a dynamic Insurance Adviser who can drive business development and deliver outstanding client service. Job Title: Insurance Advisor Location: Taunton, Somerset (Hybrid role) HYBRID WORKING - Please note that during probation you will need to work full time in the Taunton office, once probation has been passed you will be required to work in the office 2/3 days per week. Salary: Up to £30,000 PA DOE, with OTE of circa £35,000 PA Hours: 35 hours per week, Monday to Friday Benefits: 28 days annual leave plus Bank Holidays, additional day off for your birthday, Group Personal Pension, Bonus Scheme, an array of health and wellbeing benefits, enhanced sick pay and parental leave, support and funding toward study and professional qualification, paid time off for volunteering. What You'll Be Doing: Engaging with new and existing clients to understand their insurance needs Providing tailored advice and solutions across a range of personal and commercial insurance products Building long-term relationships through trust, expertise, and proactive communication Identifying opportunities to grow the client base through networking, referrals, and outreach Working closely with a supportive team of professionals in a collaborative environment What We're Looking For: Ideally, insurance experience, however, if you have experience in a similar regulatory sector then this may also be considered. A natural relationship builder with excellent interpersonal and communication skills Self-motivated, target-driven, and comfortable working independently Ideally Cert CII qualified or willing to work towards it (support provided) A genuine interest in helping people protect what matters most to them Why Join? Be part of a well-established and reputable local employer known for investing in its people Enjoy a positive, team-oriented culture with strong leadership and clear values Access to professional development, training, and career progression opportunities This is more than just a job - it's a chance to grow your career with a company that values your contribution and supports your success. How to apply: Please apply online or send your CV to . To discuss the opportunity prior to application please call Vicky on or email . Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Mar 17, 2026
Full time
Insurance Advisor Growing Local Employer Hybrid Working Are you a confident communicator with a passion for building relationships and helping people make informed decisions? Do you thrive in a consultative sales environment where your efforts directly impact your success? If so, we have an exciting opportunity for you! We're working with a highly respected, locally rooted firm that has built a strong reputation for excellence, integrity, and community involvement. With decades of experience and a loyal client base, they're now looking to expand their team with a dynamic Insurance Adviser who can drive business development and deliver outstanding client service. Job Title: Insurance Advisor Location: Taunton, Somerset (Hybrid role) HYBRID WORKING - Please note that during probation you will need to work full time in the Taunton office, once probation has been passed you will be required to work in the office 2/3 days per week. Salary: Up to £30,000 PA DOE, with OTE of circa £35,000 PA Hours: 35 hours per week, Monday to Friday Benefits: 28 days annual leave plus Bank Holidays, additional day off for your birthday, Group Personal Pension, Bonus Scheme, an array of health and wellbeing benefits, enhanced sick pay and parental leave, support and funding toward study and professional qualification, paid time off for volunteering. What You'll Be Doing: Engaging with new and existing clients to understand their insurance needs Providing tailored advice and solutions across a range of personal and commercial insurance products Building long-term relationships through trust, expertise, and proactive communication Identifying opportunities to grow the client base through networking, referrals, and outreach Working closely with a supportive team of professionals in a collaborative environment What We're Looking For: Ideally, insurance experience, however, if you have experience in a similar regulatory sector then this may also be considered. A natural relationship builder with excellent interpersonal and communication skills Self-motivated, target-driven, and comfortable working independently Ideally Cert CII qualified or willing to work towards it (support provided) A genuine interest in helping people protect what matters most to them Why Join? Be part of a well-established and reputable local employer known for investing in its people Enjoy a positive, team-oriented culture with strong leadership and clear values Access to professional development, training, and career progression opportunities This is more than just a job - it's a chance to grow your career with a company that values your contribution and supports your success. How to apply: Please apply online or send your CV to . To discuss the opportunity prior to application please call Vicky on or email . Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
My client is a very well established, thriving, directly authorised, independent Mortgage and Protection Brokerage. The company's main aim is to provide the best, most impartial and tailored advice available to its clientele.The company are currently keen to recruit an additional employed Mortgage and Protection Administrator to join their established team based within Stanmore, Middlesex. Within this position you will primarily handle Residential and BTL mortgage cases, plus associated protection business. However, you will also have the opportunity to progress your knowledge into the Commercial Mortgage, Bridging Finance and Development Finance sectors. This role is based within a Stanmore, Middlesex office with great public transport links, whilst there is also free car parking available on-site. The working hours within this role are Monday to Friday from 8:30am to 5pm (including a 1 hour lunch break each day). In addition to the large existing base of established clients that the company have, they also gain numerous new client referrals/recommendations and enquiries each week. In addition to this, the company regularly gain additional new business from third party client introducer businesses and also as a result of their marketing campaigns. Several of the businesses client leads are of a HNW nature. Within this employed position, key role features include; You will liaise between the companies Mortgage and Protection Advisor's, Mortgage Lenders, Protection Providers, Solicitors and the company's clients to assist with progressing mortgage and protection cases through from application stage to completion. You will provide excellent levels of service to clients. You will use your strong administrative skills to ensure that records are thorough and up to date. You will use various lenders online platforms/portals to submit Residential & BTL mortgage cases suitably. You will use various protection providers online platforms/portals to submit insurance cases suitably. You will write suitability letters. Gathering original documents from clients, as required by the lenders. Ensuring all work meets the required FCA compliance standards. You will work within a dynamic, growing business, which has a professional environment, and you will join a successful, friendly and helpful team. The company will support you with further career development opportunities in the future including training to additionally administer Commercial Mortgage, Bridging Finance and Development Finance cases and the possibility of becoming a Team Leader/Team Manager there. Key candidate attributes: Strong Mortgage Administration experience. Great organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary, likely to range between £28,000 and £35,000 (dependent upon your level of experience). Employee benefits include a pension and private medical insurance. If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
Mar 17, 2026
Full time
My client is a very well established, thriving, directly authorised, independent Mortgage and Protection Brokerage. The company's main aim is to provide the best, most impartial and tailored advice available to its clientele.The company are currently keen to recruit an additional employed Mortgage and Protection Administrator to join their established team based within Stanmore, Middlesex. Within this position you will primarily handle Residential and BTL mortgage cases, plus associated protection business. However, you will also have the opportunity to progress your knowledge into the Commercial Mortgage, Bridging Finance and Development Finance sectors. This role is based within a Stanmore, Middlesex office with great public transport links, whilst there is also free car parking available on-site. The working hours within this role are Monday to Friday from 8:30am to 5pm (including a 1 hour lunch break each day). In addition to the large existing base of established clients that the company have, they also gain numerous new client referrals/recommendations and enquiries each week. In addition to this, the company regularly gain additional new business from third party client introducer businesses and also as a result of their marketing campaigns. Several of the businesses client leads are of a HNW nature. Within this employed position, key role features include; You will liaise between the companies Mortgage and Protection Advisor's, Mortgage Lenders, Protection Providers, Solicitors and the company's clients to assist with progressing mortgage and protection cases through from application stage to completion. You will provide excellent levels of service to clients. You will use your strong administrative skills to ensure that records are thorough and up to date. You will use various lenders online platforms/portals to submit Residential & BTL mortgage cases suitably. You will use various protection providers online platforms/portals to submit insurance cases suitably. You will write suitability letters. Gathering original documents from clients, as required by the lenders. Ensuring all work meets the required FCA compliance standards. You will work within a dynamic, growing business, which has a professional environment, and you will join a successful, friendly and helpful team. The company will support you with further career development opportunities in the future including training to additionally administer Commercial Mortgage, Bridging Finance and Development Finance cases and the possibility of becoming a Team Leader/Team Manager there. Key candidate attributes: Strong Mortgage Administration experience. Great organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary, likely to range between £28,000 and £35,000 (dependent upon your level of experience). Employee benefits include a pension and private medical insurance. If you are interested within this vacancy and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
About Columbia Threadneedle Investments Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Job Description We are hiring a Relationship and Sales Director on a 12 month fixed term contract. In this role you will manage a book of pooled and segregated UK Institutional clients through proactive maintenance and development of relationships with both clients and their consultants. You will participate in field consultant activity within Sales team ensuring a consistent and considered approach is applied and monitored. Responsibility to ensure approach is joined up with the Consultant Relationship team, monetising buy ratings and working in tandem when defence is required. Target independent trustee market with intention to become a trusted advisor. Partner with Investment and Marketing to generate relevant content to open doors. This role is primarily focused on building strong relationships, driving cross-sales activity, including lead generation, strategic account planning, pipeline development, cross selling and managing business at risk. Prioritisation is essential with such a broad universe. How you'll spend your time Develop relationships across our channel with a proactive approach to account planning, introducing senior CTI Executives into existing and potential strategic relationships where appropriate with a view to better understand the medium to long term strategic plans. Work collaboratively across the sales team to evolve, refine and adapt our approach to relationship management and business development in a dynamic market environment. Maintain up-to-date knowledge of market trends, regulatory changes, and competitor activity to provide insights and maintain competitive positioning. Lead with insights in client and prospect engagement. Leverage business wide marketing content, understand and maintain up-to-date knowledge of the market trends, be familiar with economic environment our clients/prospects are operating in and know their requirements. Work with Sales Support to understand your client book, navigate the broader market to enrich the opportunity sets, generate compelling marketing materials and ensure Salesforce accurately reflects all client/prospect details, contact activity and pipeline. Ensure a joined up approach when engaging with field consultants operating with transparency and in collaboration with the consultant relationship team. Retention of at risk assets. Adopt a proactive approach to retention with a documented business at risk strategy where required with key mandates. Work with client management delegating day to day client queries where possible to ensure timely response. Communicate investment strategy ideas and market intelligence in a pro active manner. Leverage the time and resources of the investment teams effectively. Work with marketing to evolve the articulation of key strategies. Accountable for ensuring CMBOR reflects client portfolio parameters. Achieve all applicable regulatory and risk management standards through on going training To be successful in this role you will have Institutional client relationship management experience, including experience of Fiduciary, LDI, Segregated and Institutional Pooled mandates. Confident and effective presentation skills, with the ability to engage clients, communicate ideas clearly, and present comfortably to Institutional clients and consultants Proactive business development mindset, with the ability to identify new opportunities, deepen existing relationships, and contribute to revenue growth across institutional channels. Experience engaging consultant, influencing gatekeepers, positioning propositions effectively, and supporting the sales process Strong investment management experience including thorough understanding of fund management, financial instruments, administration processes, performance analysis and reporting. Must be a structured individual with strong workflow management and project management skills. Collaborative working style, with the ability to partner effectively both within the team and across the wider business to reach well considered solutions and decisions. Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business. Good self organisational and time management skills; ability to work under pressure to short deadlines. Drive and enthusiasm demonstrated through strive to achieve a first class service management function. Sound judgement and clear decision making, with proven problem solving skills-particularly in relation to data, processes, and operational challenges. Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance based culture where everyone can belong, grow, contribute and realise their potential. We appreciate that work life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter. Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.
Mar 17, 2026
Full time
About Columbia Threadneedle Investments Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Job Description We are hiring a Relationship and Sales Director on a 12 month fixed term contract. In this role you will manage a book of pooled and segregated UK Institutional clients through proactive maintenance and development of relationships with both clients and their consultants. You will participate in field consultant activity within Sales team ensuring a consistent and considered approach is applied and monitored. Responsibility to ensure approach is joined up with the Consultant Relationship team, monetising buy ratings and working in tandem when defence is required. Target independent trustee market with intention to become a trusted advisor. Partner with Investment and Marketing to generate relevant content to open doors. This role is primarily focused on building strong relationships, driving cross-sales activity, including lead generation, strategic account planning, pipeline development, cross selling and managing business at risk. Prioritisation is essential with such a broad universe. How you'll spend your time Develop relationships across our channel with a proactive approach to account planning, introducing senior CTI Executives into existing and potential strategic relationships where appropriate with a view to better understand the medium to long term strategic plans. Work collaboratively across the sales team to evolve, refine and adapt our approach to relationship management and business development in a dynamic market environment. Maintain up-to-date knowledge of market trends, regulatory changes, and competitor activity to provide insights and maintain competitive positioning. Lead with insights in client and prospect engagement. Leverage business wide marketing content, understand and maintain up-to-date knowledge of the market trends, be familiar with economic environment our clients/prospects are operating in and know their requirements. Work with Sales Support to understand your client book, navigate the broader market to enrich the opportunity sets, generate compelling marketing materials and ensure Salesforce accurately reflects all client/prospect details, contact activity and pipeline. Ensure a joined up approach when engaging with field consultants operating with transparency and in collaboration with the consultant relationship team. Retention of at risk assets. Adopt a proactive approach to retention with a documented business at risk strategy where required with key mandates. Work with client management delegating day to day client queries where possible to ensure timely response. Communicate investment strategy ideas and market intelligence in a pro active manner. Leverage the time and resources of the investment teams effectively. Work with marketing to evolve the articulation of key strategies. Accountable for ensuring CMBOR reflects client portfolio parameters. Achieve all applicable regulatory and risk management standards through on going training To be successful in this role you will have Institutional client relationship management experience, including experience of Fiduciary, LDI, Segregated and Institutional Pooled mandates. Confident and effective presentation skills, with the ability to engage clients, communicate ideas clearly, and present comfortably to Institutional clients and consultants Proactive business development mindset, with the ability to identify new opportunities, deepen existing relationships, and contribute to revenue growth across institutional channels. Experience engaging consultant, influencing gatekeepers, positioning propositions effectively, and supporting the sales process Strong investment management experience including thorough understanding of fund management, financial instruments, administration processes, performance analysis and reporting. Must be a structured individual with strong workflow management and project management skills. Collaborative working style, with the ability to partner effectively both within the team and across the wider business to reach well considered solutions and decisions. Excellent listening skills and assertive, empathetic approach to dealing with stakeholders within the business. Good self organisational and time management skills; ability to work under pressure to short deadlines. Drive and enthusiasm demonstrated through strive to achieve a first class service management function. Sound judgement and clear decision making, with proven problem solving skills-particularly in relation to data, processes, and operational challenges. Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance based culture where everyone can belong, grow, contribute and realise their potential. We appreciate that work life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter. Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.
Job Title: Insurance Account Executive Location: Harrogate Salary: £30,000 - £50,000 per annum + Bonus Hours: Monday to Friday 09:00am - 17:00pm Our Client - Our client is an independent insurance brokerage known for practical advice, personal service and strong market access. Their team works closely with clients to shape effective insurance solutions and maintain consistent, reliable support. About the role - As Insurance Account Executive you'll manage a portfolio of commercial clients, act as their go to adviser and keep their cover running smoothly. From day to day support to renewal management, you'll make sure clients feel informed and looked after. You'll also help grow the portfolio by developing new business opportunities and strengthening long term relationships. Key Responsibilities: Build and maintain strong, long term client relationships as a trusted advisor Provide expert guidance on coverage options, risk solutions and market developments Grow your portfolio by identifying and securing new business opportunities Spot opportunities to enhance client value and strengthen retention Manage renewals, prepare clear proposals and negotiate competitive terms with insurers Identify cross-sell opportunities and ensure all activity meets regulatory and internal compliance standards Skills & Experience: Proven experience as an Insurance Account Executive Confident negotiating terms with insurers and navigating market options A proactive, client focused mindset committed to delivering exceptional service Strong communication and interpersonal skills with a confident, solutions focused approach Sharp attention to detail, ensuring thorough policy reviews and precise documentation Ability to manage multiple priorities and deadlines with accuracy and professionalism As Insurance Account Executive you'll receive a competitive salary of £30,000 - £50,000 per annum + Bonus, depending on experience along with other benefits. You'll be joining a supportive and collaborative team where your expertise are valued and there are excellent opportunities to grow and develop within the role. If you're eager to work in a forward thinking business that promotes a positive and engaging workplace culture where you'll be truly appreciated, then APPLY TODAY! Our Guarantee Thank you for your initial expression of interest in our available vacancy. If we have not contacted you within 5 working days of your application, please understand that the CV received, and the information provided does not meet the requirements of the current vacancy. However, we will consider all applications for any available opportunity, present or future, and proactively contact you should we deem there to be a suitable match. Here at Impression, we are committed to supporting the principles of equal opportunities and prohibit discrimination/ harassment of any kind based on race, colour, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy or any other protected characteristic.
Mar 17, 2026
Full time
Job Title: Insurance Account Executive Location: Harrogate Salary: £30,000 - £50,000 per annum + Bonus Hours: Monday to Friday 09:00am - 17:00pm Our Client - Our client is an independent insurance brokerage known for practical advice, personal service and strong market access. Their team works closely with clients to shape effective insurance solutions and maintain consistent, reliable support. About the role - As Insurance Account Executive you'll manage a portfolio of commercial clients, act as their go to adviser and keep their cover running smoothly. From day to day support to renewal management, you'll make sure clients feel informed and looked after. You'll also help grow the portfolio by developing new business opportunities and strengthening long term relationships. Key Responsibilities: Build and maintain strong, long term client relationships as a trusted advisor Provide expert guidance on coverage options, risk solutions and market developments Grow your portfolio by identifying and securing new business opportunities Spot opportunities to enhance client value and strengthen retention Manage renewals, prepare clear proposals and negotiate competitive terms with insurers Identify cross-sell opportunities and ensure all activity meets regulatory and internal compliance standards Skills & Experience: Proven experience as an Insurance Account Executive Confident negotiating terms with insurers and navigating market options A proactive, client focused mindset committed to delivering exceptional service Strong communication and interpersonal skills with a confident, solutions focused approach Sharp attention to detail, ensuring thorough policy reviews and precise documentation Ability to manage multiple priorities and deadlines with accuracy and professionalism As Insurance Account Executive you'll receive a competitive salary of £30,000 - £50,000 per annum + Bonus, depending on experience along with other benefits. You'll be joining a supportive and collaborative team where your expertise are valued and there are excellent opportunities to grow and develop within the role. If you're eager to work in a forward thinking business that promotes a positive and engaging workplace culture where you'll be truly appreciated, then APPLY TODAY! Our Guarantee Thank you for your initial expression of interest in our available vacancy. If we have not contacted you within 5 working days of your application, please understand that the CV received, and the information provided does not meet the requirements of the current vacancy. However, we will consider all applications for any available opportunity, present or future, and proactively contact you should we deem there to be a suitable match. Here at Impression, we are committed to supporting the principles of equal opportunities and prohibit discrimination/ harassment of any kind based on race, colour, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy or any other protected characteristic.
Position: Commercial Insurance Advisor Location: Somerton, Somerset Salary: Negotiable Overview We are currently looking for a Commercial Insurance Advisor to join the successful and welcoming broking team based out of the Somerton office. The Commercial Insurance Advisor is a key position within the team dealing with primarily small & medium commercial insurance risks for various businesses. With access to a wide number of market wordings and online underwriting systems providing a strong position when working with client's needs and demands. Your purpose in this position 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 and progressive opportunity with a stable and reputable broker. You will need commercial insurance knowledge from a broking environment and enjoy the challenge of being part of a central team. 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 commercial insurances 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 17, 2026
Full time
Position: Commercial Insurance Advisor Location: Somerton, Somerset Salary: Negotiable Overview We are currently looking for a Commercial Insurance Advisor to join the successful and welcoming broking team based out of the Somerton office. The Commercial Insurance Advisor is a key position within the team dealing with primarily small & medium commercial insurance risks for various businesses. With access to a wide number of market wordings and online underwriting systems providing a strong position when working with client's needs and demands. Your purpose in this position 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 and progressive opportunity with a stable and reputable broker. You will need commercial insurance knowledge from a broking environment and enjoy the challenge of being part of a central team. 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 commercial insurances 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
