Headway Recruitment

Account Executive Insurance Sales We are recruiting on behalf of our client in LS3 for an Account Executive with a focus on Insurance Sales . This role involves generating revenue, managing client portfolios, developing new business opportunities, and ensuring full FCA compliance across personal and commercial insurance lines. The successful candidate will provide high-quality, tailored service to clients while actively driving insurance sales growth. Key Responsibilities: Generate new business through insurance sales , manage renewals, and cross-sell products to meet KPIs while maintaining FCA compliance. Deliver accurate, efficient, and professional service to clients and insurers, supporting high-quality insurance sales interactions. Monitor sales performance, manage client portfolios effectively, and maximise insurance sales opportunities. Ensure profitability for both the brokerage and underwriters, including scheduling client visits and promoting insurance sales initiatives. Comply with FCA regulations and company policies, including Conduct Policies and Guides to Best Practice. Handle client complaints in line with regulatory and company standards. Participate in training, learning, and assessment programmes; identify areas for development in insurance sales skills. Provide exceptional customer service and maintain high standards of client care. Build and maintain professional relationships with clients, providing expert advice and guidance to support ongoing insurance sales growth. Actively secure new business and renewals through marketing, re-broking, and other insurance sales strategies. Support management and colleagues as required. Attend supervision sessions, team meetings, and internal/external training. Develop and maintain relationships with insurers and underwriters. Ensure compliance with insurer administration requirements. Prioritise client communications and respond promptly. Maintain computer and paper files to company and FCA standards. Undertake other reasonable duties as directed by the line manager. Salary and Hours: Salary: Circa £35,000 + uncapped commission Hours: Monday Friday, 9:00am 5:30pm (1-hour unpaid lunch) For more information about this role apply now or contact Sally at Headway Recruitment.

Accounting Manager -Leeds Based/Hybrid. About the role: Our client, a successful and growing Chartered Accountants and Business Advisory Service, are looking to recruit an experienced Accounting Manager (Client Services) to join their team based in Leeds. They deliver first-class service to their clients and contribute to the sector as a whole while undertaking a variety of work types for their clients including; accounts preparation, auditing services, taxation compliance, outsourcing solutions, book-keeping, payroll and consultancy & general advice. Accounting Manager - Key Responsibilities: The role of Accounting Manager (Client Services) will have varied disciplines for a number of their key clients, including reviewing and preparing annual accounts and supervising and mentoring the team members in order to meet the client's needs. The role will also entail involvement with practice and workflow management for the wider team. We anticipate the role to be split 80% productive (working on key client portfolios) and 20% internal (managing workflow of whole team of 3-4 people, managing billing and work in progress and developing the team). The ideal candidate will have an exploratory approach to working in order to identify and solve problems efficiently and be passionate about developing and supporting their people. You will be required to report to and work with a director of the service line. About you: ACCA or ACA fully qualified Have a solid accounting experience obtained within practice Knowledge of accounts preparation for incorporated and unincorporated clients Experience working with IRIS, Xero and Sage would be preferential, but not essential Have strong management, communication and organisational skills Have experience of managing and controlling workflows in a practice environment Be able to confidently work alone but also be a team player Have excellent time management Have the ability to work under pressure, to deadlines and respond promptly to requests Be proficient in Outlook and Word Experience in Microsoft Excel to an advanced level Accounting Manager - Main duties: Managing a portfolio of clients comprising incorporated businesses, although experience of unincorporated businesses and individuals would be advantageous Responsibility for all compliance matters for clients - annual accounts and corporation tax returns Personal tax planning for individuals Responsibility for maintaining WIP and managing team KPI's Reviewing work performed by other team members and assisting with staff training Being the main relationship contact for clients Promotion of the Accounts & Outsourcing team internally and externally - with clients, professional contacts and potential clients Planning and organising workflow within the department Identifying cross servicing opportunities and business development This is a Full time, permanent role, 37.5 Hours p/w, Mon - Fri - 9am- 5pm. Based Leeds - Hybrid Salary: c£50,000

Account Handler Insurance Our client, one of the UK's leading specialist insurance brokers, is recruiting an Insurance Account Handler to join their Leeds office. As the Insurance Account Handler, you'll support the development and retention of clients by providing a comprehensive commercial insurance service. This includes technical insurance and risk management advice, as well as handling personal insurance requirements connected to commercial clients. Key responsibilities Work closely with Account Executives to support client management and contribute to company objectives. Build strong working relationships with Account Executives to ensure client needs are understood and met. Review the insurance requirements of existing and prospective clients, preparing detailed reports and registers. Negotiate with Underwriters on placements, renewals, and amendments of client policies. Ensure all policy documentation and financial instructions are accurate and completed within required timescales. Provide advice on risk management and prevention for Commercial Motor and Non-Motor risks in conjunction with Underwriters. Maintain professional standards and contribute to client satisfaction. Assist with credit control activity where required. Manage policy renewals and mid-term adjustments. Knowledge of Acturis is desirable. As an Insurance Account Handler , you will work with integrity and professionalism, following FCA regulations and company procedures. You'll manage risk, maintain accurate records, and provide high-quality service to clients and colleagues. Success will be measured by meeting objectives, completing training, and building strong relationships. A solid understanding of personal and commercial insurance, underwriting, rating factors, and FCA compliance is required, along with confidence using insurance IT systems and preparing reports and registers. This is a strong opportunity for an Insurance Account Handler to grow their career with a respected specialist broker. Salary: £25,000 - £32,000 (DOE) Location: Leeds (LS20), near Guiseley Train Station Hours: Monday - Thursday 9:00am - 5:00pm, Friday 9:00am - 4:00pm (1-hour unpaid lunch) Office-based Appointment subject to a satisfactory DBS Basic check. For more information about the role apply now or contact Sally at Headway Recruitment.

Accounting Manager -Leeds Based/Hybrid. About the role: Our client, a successful and growing Chartered Accountants and Business Advisory Service, are looking to recruit an experienced Accounting Manager (Client Services) to join their team based in Leeds. They deliver first-class service to their clients and contribute to the sector as a whole while undertaking a variety of work types for their clients including; accounts preparation, auditing services, taxation compliance, outsourcing solutions, book-keeping, payroll and consultancy & general advice. Accounting Manager - Key Responsibilities: The role of Accounting Manager (Client Services) will have varied disciplines for a number of their key clients, including reviewing and preparing annual accounts and supervising and mentoring the team members in order to meet the client's needs. The role will also entail involvement with practice and workflow management for the wider team. We anticipate the role to be split 80% productive (working on key client portfolios) and 20% internal (managing workflow of whole team of 3-4 people, managing billing and work in progress and developing the team). The ideal candidate will have an exploratory approach to working in order to identify and solve problems efficiently and be passionate about developing and supporting their people. You will be required to report to and work with a director of the service line. About you: ACCA or ACA fully qualified Have a solid accounting experience obtained within practice Knowledge of accounts preparation for incorporated and unincorporated clients Experience working with IRIS, Xero and Sage would be preferential, but not essential Have strong management, communication and organisational skills Have experience of managing and controlling workflows in a practice environment Be able to confidently work alone but also be a team player Have excellent time management Have the ability to work under pressure, to deadlines and respond promptly to requests Be proficient in Outlook and Word Experience in Microsoft Excel to an advanced level Accounting Manager - Main duties: Managing a portfolio of clients comprising incorporated businesses, although experience of unincorporated businesses and individuals would be advantageous Responsibility for all compliance matters for clients - annual accounts and corporation tax returns Personal tax planning for individuals Responsibility for maintaining WIP and managing team KPI's Reviewing work performed by other team members and assisting with staff training Being the main relationship contact for clients Promotion of the Accounts & Outsourcing team internally and externally - with clients, professional contacts and potential clients Planning and organising workflow within the department Identifying cross servicing opportunities and business development This is a Full time, permanent role, 37.5 Hours p/w, Mon - Fri - 9am- 5pm. Based Leeds - Hybrid Salary: c£50,000