Insurance Account Executive Oxted Full-time Hybrid & Field-Based Package Salary: 40,000 - 50,000 basic + bonus Car allowance & pension Support for professional qualifications (CII) 23-28 days holiday plus bank holidays & birthday off Clear training and development pathway We're recruiting an Insurance Account Executive to join a well-established insurance business. This role suits someone currently working within a broker environment who is ready to step up into, or has recently moved into, an account management position. You'll manage a portfolio of SME commercial and high-net-worth personal lines clients, delivering tailored insurance solutions and building trusted, long-term relationships. Working Style Full-time role based from the Oxted office Flexible diary management A mix of office, client visits, and home working Expected to be in and out of the office a few days each week, depending on client commitments Key Responsibilities Manage and develop an existing client portfolio Convert new business opportunities Handle renewals, mid-term adjustments, and policy reviews Work closely with underwriters to secure competitive terms Identify cross-selling and upselling opportunities About You Background in general insurance (broker experience welcome) Exposure to commercial and/or high-net-worth personal lines Ambitious and keen to develop into a sales-focused account management role Strong communication and organisation skills Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Apr 28, 2026
Full time
Insurance Account Executive Oxted Full-time Hybrid & Field-Based Package Salary: 40,000 - 50,000 basic + bonus Car allowance & pension Support for professional qualifications (CII) 23-28 days holiday plus bank holidays & birthday off Clear training and development pathway We're recruiting an Insurance Account Executive to join a well-established insurance business. This role suits someone currently working within a broker environment who is ready to step up into, or has recently moved into, an account management position. You'll manage a portfolio of SME commercial and high-net-worth personal lines clients, delivering tailored insurance solutions and building trusted, long-term relationships. Working Style Full-time role based from the Oxted office Flexible diary management A mix of office, client visits, and home working Expected to be in and out of the office a few days each week, depending on client commitments Key Responsibilities Manage and develop an existing client portfolio Convert new business opportunities Handle renewals, mid-term adjustments, and policy reviews Work closely with underwriters to secure competitive terms Identify cross-selling and upselling opportunities About You Background in general insurance (broker experience welcome) Exposure to commercial and/or high-net-worth personal lines Ambitious and keen to develop into a sales-focused account management role Strong communication and organisation skills Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Location: Fareham Salary: DOE + commission Hours: Monday - Friday 8.30am - 5pm (1 hour lunch), office based; hybrid working after probation, 3 days in the office, 2 days at home (Tuesday & Friday) Benefits: Ongoing training, 25 days holidays + bank hols (opportunity to buy more holiday), auto enrolment pension, great social team environment Aspire Jobs are working with a well-established and growing client in Fareham who are looking to recruit an experienced Insurance Account Executive to join their team. The role will see you proactively creating and developing new insurance business whilst providing support and business development to designated accounts to maximise the growth of client worth. The role may from time to time include going to different office so you must drive and have your own vehicle. About You Experience in a similar insurance Account Executive role Background in personal lines or motor insurance (minimum) Target-driven with a proactive sales approach - there is an element of new business sales within this role as well as account management Strong relationship building experience Key Responsibilities Achieve new business and renewal targets Proactively generate sales opportunities Initiate and conduct marketing campaigns to generate own leads and appointments by tele-marketing, mailshots, networking and referrals Track and monitor progress of each target market project, monitoring conversion rates for leads, appointments, quote & sales activity Provide generation of new business appointments and sales to realise individual new business targets, ensuring all avenues are maximised Ensure that full presentations are sent out to market and are actively managed Encourage longterm relationships with customers (hitting 90% renewal target) Maintain high customer service standards Handle complaints in line with FCA guidelines Ensure renewals and documentation are processed accurately and on time Build long-term client relationships (90% retention target)
Apr 28, 2026
Full time
Location: Fareham Salary: DOE + commission Hours: Monday - Friday 8.30am - 5pm (1 hour lunch), office based; hybrid working after probation, 3 days in the office, 2 days at home (Tuesday & Friday) Benefits: Ongoing training, 25 days holidays + bank hols (opportunity to buy more holiday), auto enrolment pension, great social team environment Aspire Jobs are working with a well-established and growing client in Fareham who are looking to recruit an experienced Insurance Account Executive to join their team. The role will see you proactively creating and developing new insurance business whilst providing support and business development to designated accounts to maximise the growth of client worth. The role may from time to time include going to different office so you must drive and have your own vehicle. About You Experience in a similar insurance Account Executive role Background in personal lines or motor insurance (minimum) Target-driven with a proactive sales approach - there is an element of new business sales within this role as well as account management Strong relationship building experience Key Responsibilities Achieve new business and renewal targets Proactively generate sales opportunities Initiate and conduct marketing campaigns to generate own leads and appointments by tele-marketing, mailshots, networking and referrals Track and monitor progress of each target market project, monitoring conversion rates for leads, appointments, quote & sales activity Provide generation of new business appointments and sales to realise individual new business targets, ensuring all avenues are maximised Ensure that full presentations are sent out to market and are actively managed Encourage longterm relationships with customers (hitting 90% renewal target) Maintain high customer service standards Handle complaints in line with FCA guidelines Ensure renewals and documentation are processed accurately and on time Build long-term client relationships (90% retention target)
Cross Class Claims Handler Monday-Friday 9am-5pm (1 day from home) Salary up 40,000 DOE Leeds We are seeking a Cross Class Claims Handler to join our dynamic team. The successful candidate will be responsible for managing and processing claims, ensuring our clients receive efficient and effective claims handling services. This role demands analytical skills, and the ability to deliver outstanding customer service. Roles & Responsibilities: As a Cross Class Claims Handler, you will be responsible for the following: Claims Management: Handle a diverse portfolio of insurance claims across various lines of business, including but not limited to property, casualty, liability, and commercial insurance. Client Advocacy: Act as the primary point of contact for clients throughout the claims process, advocating on their behalf to ensure fair and timely resolution of claims. Negotiation: Negotiate with insurers and third-party representatives to achieve optimal claim settlements, taking into account policy terms, legal considerations, and client interests. Documentation: Prepare and maintain accurate records of claim-related communications, activities, and payments, ensuring compliance with company procedures and regulatory requirements. Customer Service: Provide responsive and empathetic customer service to clients, addressing inquiries, concerns, and requests for assistance related to claims. Loss Prevention: Identify and implement proactive measures to minimise the risk of claims, such as recommending risk management strategies and coverage enhancements to clients. Continuous Improvement: Stay abreast of industry developments, emerging trends, and changes in insurance regulations to enhance expertise and improve claims handling practices. Key Relationships: Clients: Build and maintain strong relationships with clients, serving as a trusted advisor and advocate in navigating the claims process. Insurers: Collaborate with insurers to facilitate claims processing, negotiate settlements, and resolve coverage disputes on behalf of clients. Third-Party Service Providers: Coordinate with loss adjusters, solicitors, repair contractors, and other external partners to support claims handling efforts and expedite resolutions. Internal Teams: Work closely with our Account Executives and other internal departments to ensure seamless coordination and communication throughout the claims lifecycle. Qualifications/Key Skills Required: Experience in claims handling within an insurance broker or similar environment. Excellent communication and interpersonal skills. Attention to detail and accuracy in data entry and documentation. Ability to work effectively in a fast-paced environment. Proficiency in insurance software (Acturis desirable) and Microsoft Office suite. Problem-solving and decision-making abilities. Client-focused mindset with a commitment to delivering exceptional service. Benefits: 33 days holiday Free parking Income protection Fully paid training Pension contribution Excellent progression Interested in knowing more? CLICK APPLY.
Apr 27, 2026
Full time
Cross Class Claims Handler Monday-Friday 9am-5pm (1 day from home) Salary up 40,000 DOE Leeds We are seeking a Cross Class Claims Handler to join our dynamic team. The successful candidate will be responsible for managing and processing claims, ensuring our clients receive efficient and effective claims handling services. This role demands analytical skills, and the ability to deliver outstanding customer service. Roles & Responsibilities: As a Cross Class Claims Handler, you will be responsible for the following: Claims Management: Handle a diverse portfolio of insurance claims across various lines of business, including but not limited to property, casualty, liability, and commercial insurance. Client Advocacy: Act as the primary point of contact for clients throughout the claims process, advocating on their behalf to ensure fair and timely resolution of claims. Negotiation: Negotiate with insurers and third-party representatives to achieve optimal claim settlements, taking into account policy terms, legal considerations, and client interests. Documentation: Prepare and maintain accurate records of claim-related communications, activities, and payments, ensuring compliance with company procedures and regulatory requirements. Customer Service: Provide responsive and empathetic customer service to clients, addressing inquiries, concerns, and requests for assistance related to claims. Loss Prevention: Identify and implement proactive measures to minimise the risk of claims, such as recommending risk management strategies and coverage enhancements to clients. Continuous Improvement: Stay abreast of industry developments, emerging trends, and changes in insurance regulations to enhance expertise and improve claims handling practices. Key Relationships: Clients: Build and maintain strong relationships with clients, serving as a trusted advisor and advocate in navigating the claims process. Insurers: Collaborate with insurers to facilitate claims processing, negotiate settlements, and resolve coverage disputes on behalf of clients. Third-Party Service Providers: Coordinate with loss adjusters, solicitors, repair contractors, and other external partners to support claims handling efforts and expedite resolutions. Internal Teams: Work closely with our Account Executives and other internal departments to ensure seamless coordination and communication throughout the claims lifecycle. Qualifications/Key Skills Required: Experience in claims handling within an insurance broker or similar environment. Excellent communication and interpersonal skills. Attention to detail and accuracy in data entry and documentation. Ability to work effectively in a fast-paced environment. Proficiency in insurance software (Acturis desirable) and Microsoft Office suite. Problem-solving and decision-making abilities. Client-focused mindset with a commitment to delivering exceptional service. Benefits: 33 days holiday Free parking Income protection Fully paid training Pension contribution Excellent progression Interested in knowing more? CLICK APPLY.
Teneo's Corporate Turnaround & Transformation team is expanding, and we are seeking a highly analytical and motivated Assistant Director with a strong core financial skillset who has either already started working in turnaround and transformation situations or is looking to broaden their experience into this area. This is an excellent opportunity to work alongside our established team who will support you to utilise and enhance your advisory skills. You will work alongside some of the most experienced practitioners in the field advising the boards, management teams, and shareholders of companies. It is anticipated that some of these businesses may be underperforming and/or facing any financial stress where the situations will allow you to seamlessly link into the wider Teneo network across multiple jurisdictions. As an Assistant Director, you will drive forward key workstreams, problem solve complex situations, and work hands on with management teams to drive rapid and sustainable improvement. You will also help manage junior colleagues and contribute to developing the growing team. Key Responsibilities Client Delivery Support and challenge management teams in developing business plans, cash flow forecasts, and turnaround plans using fact based, data driven analysis. Assess value creation and turnaround potential across businesses, leveraging financial insights and operational diagnostics. Lead workstreams on performance improvement engagements, including: Driving improvements across a commercial, product and operational lens; Cash and working capital optimisation; Liquidity management; and Cost reduction and EBITDA improvement Support in financial restructuring and lender side assignments where relevant (e.g., stress testing , business plan reviews, stakeholder options analysis). Prepare high quality client deliverables including diagnostic reports, financial analysis, board packs, and turnaround recommendations. Work closely with senior colleagues to manage stakeholders across complex and sensitive situations, requiring the necessary soft skills to do so. Financial & Analytical Execution Build and interpret short term cash flow models, integrated 3 statement forecasts, working capital analysis, and scenario planning. Use analytical tools (Excel, PowerBI, Tableau, Shibumi etc.) to generate insights, automate reporting, and support performance tracking. Conduct robust operational and financial analytics to identify root causes of underperformance. Manage and mentor junior team members on engagements, providing coaching and real time development. Contribute to practice-wide training initiatives, especially those focused on financial analysis, performance improvement and turnaround methodologies. Foster an inclusive, supportive team culture where contributions are recognised. Business Development Contribute to the development of proposals, pitch materials, and marketing initiatives bringing some enthusiasm and energy to relevant sectors where you have experience or a passion. Build your external network and play an active role in key client accounts and internal business development programmes. Help identify opportunities for expanding further Teneo services across engagements. Key Skills & Experience Basic Requirements Strong financial skillset, likely from financial advisory, restructuring, audit, transaction services, banking, corporate finance, or a corporate performance role. Financial analysis and modelling Cash and working capital analysis Business planning and forecasting Identifying and delivering financial or operational improvement initiatives Comfortable working with senior stakeholders and operating in fas-tpaced paced, ambiguous environments. Excellent project management skills with an ability to manage multiple workstreams concurrently. Strong interpersonal and communication skills (written and verbal). High proficiency in Excel and PowerPoint; familiarity with BI tools (PowerBI, Tableau) preferred alongside usage of AI tools to support delivery. Ability and willingness to work hands on with clients, including time spent on site where needed. Preferred Requirements Experience in turnaround, performance improvement, or operational transformation, those with an audit background also considered. Exposure to stressed, distressed, or restructuring situations (not essential, training provided). Experience in data visualisation, reporting automation, or operational analytics. The Financial Advisory Team at Teneo Teneo's global Financial Advisory business advises corporates, creditors and other financial stakeholders in situations of financial stress and distress. No two situations are the same. Our advice and approach is tailored to each situation and each client. At Teneo, we believe such occurrences present new opportunities for our clients. Opportunities to restore value, raise new capital, pivot in a new direction and ultimately, identify certainty amidst chaos. Teneo partners with clients to find viable opportunities that will protect and enhance value and help them to build strategies that will most benefit their business and/or investment goals. Integrating the disciplines of financial advisory, management consulting, investor relations, strategic communications, government affairs, risk analysis and talent advisory, Teneo's global team guides companies and their stakeholders through periods of uncertainty and stress. We help address the challenges a business faces and our focus is on delivering certainty from uncertainty. What can we offer you? New joiners are supported by a week-long induction programme, and continuous improvement is achieved through a structured and tailored programme that suits your career development. As well as this we offer a whole host of benefits and reward including: 28 days holiday Discretionary Bonus Scheme Cash benefits package Extensive investment in personal development & learning Enhanced maternity and paternity leave (depending on length of service) and shared parental leave Private medical insurance Group Income protection Life assurance Cycle to work schemes Regular social, cultural and charitable activities About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions, and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I. The firm has more than 1,600 employees located in 40+ offices around the world. Start your application for this position.
Apr 27, 2026
Full time
Teneo's Corporate Turnaround & Transformation team is expanding, and we are seeking a highly analytical and motivated Assistant Director with a strong core financial skillset who has either already started working in turnaround and transformation situations or is looking to broaden their experience into this area. This is an excellent opportunity to work alongside our established team who will support you to utilise and enhance your advisory skills. You will work alongside some of the most experienced practitioners in the field advising the boards, management teams, and shareholders of companies. It is anticipated that some of these businesses may be underperforming and/or facing any financial stress where the situations will allow you to seamlessly link into the wider Teneo network across multiple jurisdictions. As an Assistant Director, you will drive forward key workstreams, problem solve complex situations, and work hands on with management teams to drive rapid and sustainable improvement. You will also help manage junior colleagues and contribute to developing the growing team. Key Responsibilities Client Delivery Support and challenge management teams in developing business plans, cash flow forecasts, and turnaround plans using fact based, data driven analysis. Assess value creation and turnaround potential across businesses, leveraging financial insights and operational diagnostics. Lead workstreams on performance improvement engagements, including: Driving improvements across a commercial, product and operational lens; Cash and working capital optimisation; Liquidity management; and Cost reduction and EBITDA improvement Support in financial restructuring and lender side assignments where relevant (e.g., stress testing , business plan reviews, stakeholder options analysis). Prepare high quality client deliverables including diagnostic reports, financial analysis, board packs, and turnaround recommendations. Work closely with senior colleagues to manage stakeholders across complex and sensitive situations, requiring the necessary soft skills to do so. Financial & Analytical Execution Build and interpret short term cash flow models, integrated 3 statement forecasts, working capital analysis, and scenario planning. Use analytical tools (Excel, PowerBI, Tableau, Shibumi etc.) to generate insights, automate reporting, and support performance tracking. Conduct robust operational and financial analytics to identify root causes of underperformance. Manage and mentor junior team members on engagements, providing coaching and real time development. Contribute to practice-wide training initiatives, especially those focused on financial analysis, performance improvement and turnaround methodologies. Foster an inclusive, supportive team culture where contributions are recognised. Business Development Contribute to the development of proposals, pitch materials, and marketing initiatives bringing some enthusiasm and energy to relevant sectors where you have experience or a passion. Build your external network and play an active role in key client accounts and internal business development programmes. Help identify opportunities for expanding further Teneo services across engagements. Key Skills & Experience Basic Requirements Strong financial skillset, likely from financial advisory, restructuring, audit, transaction services, banking, corporate finance, or a corporate performance role. Financial analysis and modelling Cash and working capital analysis Business planning and forecasting Identifying and delivering financial or operational improvement initiatives Comfortable working with senior stakeholders and operating in fas-tpaced paced, ambiguous environments. Excellent project management skills with an ability to manage multiple workstreams concurrently. Strong interpersonal and communication skills (written and verbal). High proficiency in Excel and PowerPoint; familiarity with BI tools (PowerBI, Tableau) preferred alongside usage of AI tools to support delivery. Ability and willingness to work hands on with clients, including time spent on site where needed. Preferred Requirements Experience in turnaround, performance improvement, or operational transformation, those with an audit background also considered. Exposure to stressed, distressed, or restructuring situations (not essential, training provided). Experience in data visualisation, reporting automation, or operational analytics. The Financial Advisory Team at Teneo Teneo's global Financial Advisory business advises corporates, creditors and other financial stakeholders in situations of financial stress and distress. No two situations are the same. Our advice and approach is tailored to each situation and each client. At Teneo, we believe such occurrences present new opportunities for our clients. Opportunities to restore value, raise new capital, pivot in a new direction and ultimately, identify certainty amidst chaos. Teneo partners with clients to find viable opportunities that will protect and enhance value and help them to build strategies that will most benefit their business and/or investment goals. Integrating the disciplines of financial advisory, management consulting, investor relations, strategic communications, government affairs, risk analysis and talent advisory, Teneo's global team guides companies and their stakeholders through periods of uncertainty and stress. We help address the challenges a business faces and our focus is on delivering certainty from uncertainty. What can we offer you? New joiners are supported by a week-long induction programme, and continuous improvement is achieved through a structured and tailored programme that suits your career development. As well as this we offer a whole host of benefits and reward including: 28 days holiday Discretionary Bonus Scheme Cash benefits package Extensive investment in personal development & learning Enhanced maternity and paternity leave (depending on length of service) and shared parental leave Private medical insurance Group Income protection Life assurance Cycle to work schemes Regular social, cultural and charitable activities About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions, and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I. The firm has more than 1,600 employees located in 40+ offices around the world. Start your application for this position.
About the Role The UKI region represents one of Fivetran's most strategic growth markets in EMEA. We are looking for a senior regional marketing leader to build a scalable, predictable pipeline engine that fuels enterprise and commercial revenue growth across the UK and Ireland. We're seeking a dynamic and strategic marketing leader to own and scale our UK and Ireland regional marketing motion. As the Lead Marketing Manager, UKI, you will be responsible for building high quality, predictable pipeline for the regional sales team, with field marketing and demand generation as your primary focus. You will be accountable for regional sourced and influenced pipeline targets, with clear visibility into conversion performance and revenue outcomes. You will define and execute the UKI go to market strategy in alignment with regional revenue targets, territory priorities, and segment strategy. You will develop and execute the UKI marketing strategy in close partnership with Sales leadership, Account Executives, SDRs, Partner teams, ABM, and Global Marketing. This role requires both strategic thinking and hands on execution. You will own the regional marketing plan end to end, from annual planning and budget allocation through program delivery and pipeline handoff to Sales. This role demands strong cross functional alignment, operational discipline, and a clear focus on revenue impact. You will serve as the regional marketing quarterback, ensuring programmes are aligned to territory priorities and that follow up processes are tightly executed. This is a full time, hybrid position based out of our London or Dublin offices. Technologies You'll Use Marketo Google Suite Outreach Salesforce Looker Coupa Jira Webinar and event platforms as required What You'll Do Own the UKI integrated marketing strategy with a strong emphasis on field marketing and demand generation. Build and scale a repeatable regional marketing engine that consistently delivers high quality sales pipeline. Partner closely with Sales leadership, Account Executives, and SDR teams to align marketing programmes to territory and account priorities. Plan and execute high impact field programmes including conferences, executive dinners, round tables, and community events. Shape and execute Account Based Marketing and integrated multi channel demand generation initiatives in collaboration with EMEA based and global ABM and marketing teams, as well as the regional Sales team. Own pipeline performance through qualification and handoff, ensuring strong follow up processes and closed loop alignment with Sales. Develop regional customer stories in partnership with Sales and Customer Success. Align with Technology and SI partners to execute joint marketing initiatives and partner led pipeline programmes. Manage regional budget planning, vendor sourcing, procurement, and programme timelines. 6+ years of experience in B2B marketing, preferably in high growth SaaS or enterprise technology. Strong field marketing experience with proven ability to drive measurable pipeline impact. Deep understanding of demand generation strategy and full funnel marketing execution. Experience owning a regional pipeline target. Strong cross functional collaboration skills with experience partnering closely with Sales and Business Development teams. Strategic mindset combined with a hands on execution approach. Experience working with Salesforce and Marketo or similar tools. Excellent communication and stakeholder management skills. Highly organised and able to manage multiple high priority initiatives simultaneously. Entrepreneurial spirit and ability to operate independently in a fast growing environment. Perks and Benefits 100% employer paid medical insurance Generous paid time off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off. Professional development and training opportunities. Company virtual happy hours, free food, and fun team building activities. Monthly cell phone stipend. Access to an innovative mental health support platform that offers personalised care and resources in areas such as therapy, coaching, and self guided mindfulness exercises for all covered employees and their covered dependants. May vary by country and worker type - please reach out to your recruiter for more information. We are committed to ensuring that all candidates have an equal opportunity to participate in our interview process. If you require accommodations at any stage of the process due to a disability, medical condition, or any other circumstance, please don't hesitate to submit your request by filling out this form. We will work with you to provide reasonable accommodations to facilitate your participation and ensure a fair and accessible interview experience. Your request and any information provided will be kept confidential and will not impact your candidacy. We look forward to hearing from you and accommodating your needs to the best of our ability.
Apr 25, 2026
Full time
About the Role The UKI region represents one of Fivetran's most strategic growth markets in EMEA. We are looking for a senior regional marketing leader to build a scalable, predictable pipeline engine that fuels enterprise and commercial revenue growth across the UK and Ireland. We're seeking a dynamic and strategic marketing leader to own and scale our UK and Ireland regional marketing motion. As the Lead Marketing Manager, UKI, you will be responsible for building high quality, predictable pipeline for the regional sales team, with field marketing and demand generation as your primary focus. You will be accountable for regional sourced and influenced pipeline targets, with clear visibility into conversion performance and revenue outcomes. You will define and execute the UKI go to market strategy in alignment with regional revenue targets, territory priorities, and segment strategy. You will develop and execute the UKI marketing strategy in close partnership with Sales leadership, Account Executives, SDRs, Partner teams, ABM, and Global Marketing. This role requires both strategic thinking and hands on execution. You will own the regional marketing plan end to end, from annual planning and budget allocation through program delivery and pipeline handoff to Sales. This role demands strong cross functional alignment, operational discipline, and a clear focus on revenue impact. You will serve as the regional marketing quarterback, ensuring programmes are aligned to territory priorities and that follow up processes are tightly executed. This is a full time, hybrid position based out of our London or Dublin offices. Technologies You'll Use Marketo Google Suite Outreach Salesforce Looker Coupa Jira Webinar and event platforms as required What You'll Do Own the UKI integrated marketing strategy with a strong emphasis on field marketing and demand generation. Build and scale a repeatable regional marketing engine that consistently delivers high quality sales pipeline. Partner closely with Sales leadership, Account Executives, and SDR teams to align marketing programmes to territory and account priorities. Plan and execute high impact field programmes including conferences, executive dinners, round tables, and community events. Shape and execute Account Based Marketing and integrated multi channel demand generation initiatives in collaboration with EMEA based and global ABM and marketing teams, as well as the regional Sales team. Own pipeline performance through qualification and handoff, ensuring strong follow up processes and closed loop alignment with Sales. Develop regional customer stories in partnership with Sales and Customer Success. Align with Technology and SI partners to execute joint marketing initiatives and partner led pipeline programmes. Manage regional budget planning, vendor sourcing, procurement, and programme timelines. 6+ years of experience in B2B marketing, preferably in high growth SaaS or enterprise technology. Strong field marketing experience with proven ability to drive measurable pipeline impact. Deep understanding of demand generation strategy and full funnel marketing execution. Experience owning a regional pipeline target. Strong cross functional collaboration skills with experience partnering closely with Sales and Business Development teams. Strategic mindset combined with a hands on execution approach. Experience working with Salesforce and Marketo or similar tools. Excellent communication and stakeholder management skills. Highly organised and able to manage multiple high priority initiatives simultaneously. Entrepreneurial spirit and ability to operate independently in a fast growing environment. Perks and Benefits 100% employer paid medical insurance Generous paid time off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off. Professional development and training opportunities. Company virtual happy hours, free food, and fun team building activities. Monthly cell phone stipend. Access to an innovative mental health support platform that offers personalised care and resources in areas such as therapy, coaching, and self guided mindfulness exercises for all covered employees and their covered dependants. May vary by country and worker type - please reach out to your recruiter for more information. We are committed to ensuring that all candidates have an equal opportunity to participate in our interview process. If you require accommodations at any stage of the process due to a disability, medical condition, or any other circumstance, please don't hesitate to submit your request by filling out this form. We will work with you to provide reasonable accommodations to facilitate your participation and ensure a fair and accessible interview experience. Your request and any information provided will be kept confidential and will not impact your candidacy. We look forward to hearing from you and accommodating your needs to the best of our ability.
Please do not apply if you are not able to work Full time, Office base DY5 - Can not accommodate hybrid working due to the sensitivity of the role. Administrative Duties Managing stock processes Responsible for senior manager's diaries and email, and taking further actions as directed as appropriate. Manage the organisation of events, trips and related administration; ensuring insurance arrangements are made. Liaise with Democratic Services to provide reports for meetings, ensuring deadlines are met Collation of annual reports, strategies and plans. Completion of statutory returns e.g. forms for DfES, Area Health, etc Co-ordinating the content for publications and liaising with external publishers as necessary Maintain registers for e.g. annual license reviews and ensure renewal and, where appropriate renegotiate. May act as Personal assistant to senior managers including dealing with highly confidential and sensitive issues. Financial Duties Year end procedure Responsible and accountable for petty cash where referral to senior manager is only for approval on individual spending items and where the post holder is in overall control Responsible for cheque book(s) Preparation of orders and identification of budget codes Maintain income and expenditure accounts Prepare accounts for audit inspection Monitor travel claims and process for payment Responsible for reconciling bank statements monthly for appropriate accounts Safe key holder Employee Support Duties Liaise with the relevant HR team as appropriate i.e. with respect to the recruitment process and for providing basic advice on HR policies. Create, maintain and update confidential staff files. Record staff absences as appropriate. Arrange temp / casual cover as required and process claim forms as necessary. Responsible for ascertaining cover requirements in support areas - reception, executive secretariat and arranging that cover, in conjunction with the appropriate line manager where appropriate. Process timesheets for payment of temp/casual cover Monitor sickness and holiday and complete / authorise timesheets as appropriate Deliver training to others as directed Staff Supervision May supervise identified groups of staff and assist with the assessment and development of their training needs when required. Data Management Responsible for the management of significant information management systems Responsible and accountable for producing appropriate data for analysis Produce statistical information Buildings and Estates Duties Co-ordinate hiring process of premises in accordance with policy applicable to the Directorate General Be aware of and comply with divisional and directorate policies and procedures relating to, health and safety, security, confidentiality data protection, child protection and vulnerable adults. Reporting all concerns to the appropriate person. Contribute to the overall ethos/work/aims of the division, directorate and the Council. Participate in training, other learning activities and performance development as required. Attend and participate in meetings as required. Any other duties commensurate with the duties/responsibilities/grade of the post All staff will be expected to accept reasonable flexibility in working arrangements and the allocation of duties including duties normally allocated to posts at a lower responsibility level, in pursuance of divisional , directorate and council objectives, and effective team working. Special Conditions The exact focus of the role will be decided at divisional level and will take into account the needs of the division, directorate and council, and the development needs of the member of staff. Connect2Dudley is a trading style of Dudley & Kent Commercial Services LTD - A joint venture between Dudley Metropolitan Council & Commercial Services Kent Ltd. Connect2Dudley is an equal opportunities Employment Agency & Business. It positively encourages applications from all suitably qualified and eligible candidates.
Apr 25, 2026
Seasonal
Please do not apply if you are not able to work Full time, Office base DY5 - Can not accommodate hybrid working due to the sensitivity of the role. Administrative Duties Managing stock processes Responsible for senior manager's diaries and email, and taking further actions as directed as appropriate. Manage the organisation of events, trips and related administration; ensuring insurance arrangements are made. Liaise with Democratic Services to provide reports for meetings, ensuring deadlines are met Collation of annual reports, strategies and plans. Completion of statutory returns e.g. forms for DfES, Area Health, etc Co-ordinating the content for publications and liaising with external publishers as necessary Maintain registers for e.g. annual license reviews and ensure renewal and, where appropriate renegotiate. May act as Personal assistant to senior managers including dealing with highly confidential and sensitive issues. Financial Duties Year end procedure Responsible and accountable for petty cash where referral to senior manager is only for approval on individual spending items and where the post holder is in overall control Responsible for cheque book(s) Preparation of orders and identification of budget codes Maintain income and expenditure accounts Prepare accounts for audit inspection Monitor travel claims and process for payment Responsible for reconciling bank statements monthly for appropriate accounts Safe key holder Employee Support Duties Liaise with the relevant HR team as appropriate i.e. with respect to the recruitment process and for providing basic advice on HR policies. Create, maintain and update confidential staff files. Record staff absences as appropriate. Arrange temp / casual cover as required and process claim forms as necessary. Responsible for ascertaining cover requirements in support areas - reception, executive secretariat and arranging that cover, in conjunction with the appropriate line manager where appropriate. Process timesheets for payment of temp/casual cover Monitor sickness and holiday and complete / authorise timesheets as appropriate Deliver training to others as directed Staff Supervision May supervise identified groups of staff and assist with the assessment and development of their training needs when required. Data Management Responsible for the management of significant information management systems Responsible and accountable for producing appropriate data for analysis Produce statistical information Buildings and Estates Duties Co-ordinate hiring process of premises in accordance with policy applicable to the Directorate General Be aware of and comply with divisional and directorate policies and procedures relating to, health and safety, security, confidentiality data protection, child protection and vulnerable adults. Reporting all concerns to the appropriate person. Contribute to the overall ethos/work/aims of the division, directorate and the Council. Participate in training, other learning activities and performance development as required. Attend and participate in meetings as required. Any other duties commensurate with the duties/responsibilities/grade of the post All staff will be expected to accept reasonable flexibility in working arrangements and the allocation of duties including duties normally allocated to posts at a lower responsibility level, in pursuance of divisional , directorate and council objectives, and effective team working. Special Conditions The exact focus of the role will be decided at divisional level and will take into account the needs of the division, directorate and council, and the development needs of the member of staff. Connect2Dudley is a trading style of Dudley & Kent Commercial Services LTD - A joint venture between Dudley Metropolitan Council & Commercial Services Kent Ltd. Connect2Dudley is an equal opportunities Employment Agency & Business. It positively encourages applications from all suitably qualified and eligible candidates.
Hybrid from our Birmingham or London office Succession Wealth is one of the UK's leading, independent financial planning and wealth management business with a national network of Wealth Advisors and support teams providing holistic, independent wealth management and financial planning services. Now is a fantastic time to Succession as we enter an exciting new phase of planned growth which will see our workforce and business develop and flourish even further. The Opportunity We're looking for an organised and proactive Operations Team Coordinator to provide high quality administrative support to our Operations Leadership Team. This is a varied and people focused role, ideal for someone who enjoys coordinating activity, managing competing priorities, and working closely with senior stakeholders. Reporting into the Executive Assistant, you'll play a key role in ensuring the smooth day to day operation of the leadership team, supporting meetings, travel, events, and communications. Key aspects of the role will include: Providing comprehensive administrative support to the Operations Leadership Team Coordinating meetings, including room bookings, catering, agendas, papers and minutes Managing diaries, communications, action logs and follow ups to ensure key actions are delivered Organising domestic and occasional overnight travel, producing clear and detailed itineraries Supporting the EA to the Chief Operating Officer with joint executive activity coordination Assisting with team events, including on site support and note taking where required Processing expense claims and supporting reporting deadlines Managing and prioritising workloads effectively, adapting to changing demands Supporting ad hoc administrative tasks as required You At least 3 years' administrative experience Strong working knowledge of Microsoft Outlook, Word, Excel and PowerPoint Excellent organisational and interpersonal skills Confident communicating with stakeholders at all levels, both written and verbal High attention to detail with a forward thinking approach Ability to manage pressure, meet deadlines and prioritise workloads effectively Professional, discreet and ethical approach to work A collaborative team player What You Can Expect From Us 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Apr 24, 2026
Full time
Hybrid from our Birmingham or London office Succession Wealth is one of the UK's leading, independent financial planning and wealth management business with a national network of Wealth Advisors and support teams providing holistic, independent wealth management and financial planning services. Now is a fantastic time to Succession as we enter an exciting new phase of planned growth which will see our workforce and business develop and flourish even further. The Opportunity We're looking for an organised and proactive Operations Team Coordinator to provide high quality administrative support to our Operations Leadership Team. This is a varied and people focused role, ideal for someone who enjoys coordinating activity, managing competing priorities, and working closely with senior stakeholders. Reporting into the Executive Assistant, you'll play a key role in ensuring the smooth day to day operation of the leadership team, supporting meetings, travel, events, and communications. Key aspects of the role will include: Providing comprehensive administrative support to the Operations Leadership Team Coordinating meetings, including room bookings, catering, agendas, papers and minutes Managing diaries, communications, action logs and follow ups to ensure key actions are delivered Organising domestic and occasional overnight travel, producing clear and detailed itineraries Supporting the EA to the Chief Operating Officer with joint executive activity coordination Assisting with team events, including on site support and note taking where required Processing expense claims and supporting reporting deadlines Managing and prioritising workloads effectively, adapting to changing demands Supporting ad hoc administrative tasks as required You At least 3 years' administrative experience Strong working knowledge of Microsoft Outlook, Word, Excel and PowerPoint Excellent organisational and interpersonal skills Confident communicating with stakeholders at all levels, both written and verbal High attention to detail with a forward thinking approach Ability to manage pressure, meet deadlines and prioritise workloads effectively Professional, discreet and ethical approach to work A collaborative team player What You Can Expect From Us 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Job Title: Head of IT Location: Worcestershire across 3 sites (predominantly office based with flexibility for remote working of 1 day per week) Reports To: Partner, Head of Finance and Operations Department: Operational Support Direct Reports: 1 1st Line IT Support Technician Role Purpose The Head of IT has full accountability for the firm's information technology environment, ensuring it is secure, resilient, scalable and aligned to the firm's strategic and regulatory objectives. The role will also be responsible for driving the thoughtful and appropriate adoption of AI and automation, ensuring these technologies are used safely, ethically and pragmatically to enhance efficiency, decision making and client service. This is a senior leadership role with clear ownership of the end to end IT estate, including infrastructure, applications, cybersecurity, data and third party services. The role is responsible not only for operational stability, but for shaping and delivering the firm's technology roadmap so that technology actively supports business growth, efficiency and risk management. Working closely with senior leadership, the Head of IT will plan, prioritise and deliver technology initiatives using robust project management disciplines, ensuring change is well governed, outcomes focused and delivered with minimal disruption to the business. Core Accountabilities The overall performance, security and resilience of the firm's IT estate Ownership and continuous evolution of the business technology stack Delivery of IT and digital change programmes through effective project management Alignment of technology decisions with business strategy, regulatory obligations and operational risk IT governance, supplier performance, investment decisions and technology related risk Driving the responsible use of AI and automation to support efficiency, insight and business growth Key Responsibilities Technology Ownership & Infrastructure Own and manage the firm's IT infrastructure, including hardware, software, networks, cloud services, servers, storage, backup and disaster recovery Ensure systems are secure, reliable, well maintained and capable of scaling with business growth Proactively identify and address performance issues, capacity constraints and technical debt Oversee and coordinate external IT service providers where required Cybersecurity & Data Protection Hold overall accountability for the firm's cybersecurity posture Define, implement and enforce security policies, standards and controls Monitor systems and risks, responding appropriately to threats and incidents Ensure compliance with GDPR, data protection legislation and industry best practice Act as senior owner for IT related incidents, risk management and remediation Business Applications & Technology Stack Own the selection, implementation, integration and optimisation of core business systems Ensure applications are stable, well integrated and aligned to business processes Manage vendor relationships to maximise value, performance and reliability Ensure users are informed of relevant system changes and improvements IT Strategy, Projects & Change Delivery Define and maintain a clear IT strategy and multi year technology roadmap Translate strategic objectives into clearly scoped, prioritised and well governed IT projects Lead and deliver IT and digital change initiatives using appropriate project management methodologies Manage project plans, risks, dependencies, budgets and stakeholder communication Ensure technology change is delivered on time, within scope and aligned to business outcomes Business Continuity & Disaster Recovery Own and maintain disaster recovery and business continuity arrangements Ensure backups are robust, current and regularly tested Periodically test recovery processes and implement improvements Vendor, MSP & Contract Management Own the relationship and performance of the outsourced IT Managed Service Provider Manage all third party technology suppliers and service contracts Negotiate and review contracts and SLAs to ensure value, resilience and scalability Ensure contracts are renewed, replaced or exited in a controlled and timely manner Budget, Governance & Compliance Own the IT budget, cost forecasting and investment planning Ensure technology spend delivers clear business value Establish and maintain IT policies, procedures and governance frameworks Prepare for and manage IT audits and regulatory reviews Team Leadership & User Enablement Line manage and develop the 1st Line IT Support Technician Ensure users receive effective, timely and professional IT support Develop and deliver IT training to improve adoption and capability Maintain clear documentation, procedures and user guidance Key Skills & Experience Proven experience in a senior IT leadership role (IT Manager, IT Lead or Head of IT) Experience in accountancy, finance or professional services strongly preferred Strong knowledge of IT infrastructure, cloud platforms and business systems Demonstrable experience of cybersecurity, data protection and risk management Proven track record of delivering IT projects and managing technology change Strong vendor, contract and Managed Service Provider management experience Strong experience of building stakeholder relationships with Senior executives & C Suite. Proven line management, leadership and project management skills. Excellent communication and Team Player skills Strong decision making, prioritisation and problem solving abilities Qualifications Relevant certifications (e.g. Microsoft, ITIL, CompTIA, CISSP or similar) desirable Personal Attributes Clear ownership mindset with strong accountability Strategic thinker with a practical, delivery focused approach Confident decision maker able to balance risk, cost and business need Proactive, organised and comfortable managing competing priorities Able to operate both strategically and hands on when required Working Conditions Full time role, predominantly office based with some remote flexibility Occasional out of hours work for maintenance or critical incidents Benefits: Competitive salary 25 days annual leave, plus bank holidays Private Medical Health insurance Life Assurance Group Personal Pension Plan Electric Car scheme Cycle to Work Scheme Flexible Holiday Purchase Scheme Enhanced Family Pay - maternity, paternity, parental, and compassionate leave Employee Assistance Programme - 24/7 confidential helpline as well as online support If you wish to be considered for the role, please contact Joanne Harris on (phone number removed) or email me on (url removed)
Apr 24, 2026
Full time
Job Title: Head of IT Location: Worcestershire across 3 sites (predominantly office based with flexibility for remote working of 1 day per week) Reports To: Partner, Head of Finance and Operations Department: Operational Support Direct Reports: 1 1st Line IT Support Technician Role Purpose The Head of IT has full accountability for the firm's information technology environment, ensuring it is secure, resilient, scalable and aligned to the firm's strategic and regulatory objectives. The role will also be responsible for driving the thoughtful and appropriate adoption of AI and automation, ensuring these technologies are used safely, ethically and pragmatically to enhance efficiency, decision making and client service. This is a senior leadership role with clear ownership of the end to end IT estate, including infrastructure, applications, cybersecurity, data and third party services. The role is responsible not only for operational stability, but for shaping and delivering the firm's technology roadmap so that technology actively supports business growth, efficiency and risk management. Working closely with senior leadership, the Head of IT will plan, prioritise and deliver technology initiatives using robust project management disciplines, ensuring change is well governed, outcomes focused and delivered with minimal disruption to the business. Core Accountabilities The overall performance, security and resilience of the firm's IT estate Ownership and continuous evolution of the business technology stack Delivery of IT and digital change programmes through effective project management Alignment of technology decisions with business strategy, regulatory obligations and operational risk IT governance, supplier performance, investment decisions and technology related risk Driving the responsible use of AI and automation to support efficiency, insight and business growth Key Responsibilities Technology Ownership & Infrastructure Own and manage the firm's IT infrastructure, including hardware, software, networks, cloud services, servers, storage, backup and disaster recovery Ensure systems are secure, reliable, well maintained and capable of scaling with business growth Proactively identify and address performance issues, capacity constraints and technical debt Oversee and coordinate external IT service providers where required Cybersecurity & Data Protection Hold overall accountability for the firm's cybersecurity posture Define, implement and enforce security policies, standards and controls Monitor systems and risks, responding appropriately to threats and incidents Ensure compliance with GDPR, data protection legislation and industry best practice Act as senior owner for IT related incidents, risk management and remediation Business Applications & Technology Stack Own the selection, implementation, integration and optimisation of core business systems Ensure applications are stable, well integrated and aligned to business processes Manage vendor relationships to maximise value, performance and reliability Ensure users are informed of relevant system changes and improvements IT Strategy, Projects & Change Delivery Define and maintain a clear IT strategy and multi year technology roadmap Translate strategic objectives into clearly scoped, prioritised and well governed IT projects Lead and deliver IT and digital change initiatives using appropriate project management methodologies Manage project plans, risks, dependencies, budgets and stakeholder communication Ensure technology change is delivered on time, within scope and aligned to business outcomes Business Continuity & Disaster Recovery Own and maintain disaster recovery and business continuity arrangements Ensure backups are robust, current and regularly tested Periodically test recovery processes and implement improvements Vendor, MSP & Contract Management Own the relationship and performance of the outsourced IT Managed Service Provider Manage all third party technology suppliers and service contracts Negotiate and review contracts and SLAs to ensure value, resilience and scalability Ensure contracts are renewed, replaced or exited in a controlled and timely manner Budget, Governance & Compliance Own the IT budget, cost forecasting and investment planning Ensure technology spend delivers clear business value Establish and maintain IT policies, procedures and governance frameworks Prepare for and manage IT audits and regulatory reviews Team Leadership & User Enablement Line manage and develop the 1st Line IT Support Technician Ensure users receive effective, timely and professional IT support Develop and deliver IT training to improve adoption and capability Maintain clear documentation, procedures and user guidance Key Skills & Experience Proven experience in a senior IT leadership role (IT Manager, IT Lead or Head of IT) Experience in accountancy, finance or professional services strongly preferred Strong knowledge of IT infrastructure, cloud platforms and business systems Demonstrable experience of cybersecurity, data protection and risk management Proven track record of delivering IT projects and managing technology change Strong vendor, contract and Managed Service Provider management experience Strong experience of building stakeholder relationships with Senior executives & C Suite. Proven line management, leadership and project management skills. Excellent communication and Team Player skills Strong decision making, prioritisation and problem solving abilities Qualifications Relevant certifications (e.g. Microsoft, ITIL, CompTIA, CISSP or similar) desirable Personal Attributes Clear ownership mindset with strong accountability Strategic thinker with a practical, delivery focused approach Confident decision maker able to balance risk, cost and business need Proactive, organised and comfortable managing competing priorities Able to operate both strategically and hands on when required Working Conditions Full time role, predominantly office based with some remote flexibility Occasional out of hours work for maintenance or critical incidents Benefits: Competitive salary 25 days annual leave, plus bank holidays Private Medical Health insurance Life Assurance Group Personal Pension Plan Electric Car scheme Cycle to Work Scheme Flexible Holiday Purchase Scheme Enhanced Family Pay - maternity, paternity, parental, and compassionate leave Employee Assistance Programme - 24/7 confidential helpline as well as online support If you wish to be considered for the role, please contact Joanne Harris on (phone number removed) or email me on (url removed)
Location: Poole (Onsite) Salary: £28,000 £45,000 (Guaranteed Base) + 10% Combined Pension Are you a Commercial Insurance professional looking for a high-value role without the pressure of "cold-call" sales targets? Cowell Recruitment is proud to represent a highly stable, independent brokerage in Poole . Unlike many firms that offer low bases and volatile commissions, our client believes in rewarding expertise with a strong, guaranteed salary and a focus on quality over quantity. This role is perfect for a technical expert who takes pride in building long-term client legacies rather than just "closing deals." Why This Role is Different: Guaranteed Earnings: A highly competitive base salary up to £45k, providing financial security regardless of market fluctuations. Relationship-First: Focus on managing and growing an existing book of business through expert advice and technical precision. Full Autonomy: Manage your own diary and client meetings within a supportive, onsite team environment. Professional Investment: Fully funded CII Qualifications (Cert/Dip/ACII) and a clear roadmap for internal promotion. Your Role & Impact: Strategic Management: Owning a diverse portfolio of commercial clients, acting as their primary technical advisor. Consultative Growth: Identifying cross-selling and up-selling opportunities within your book to ensure clients are fully protected. Underwriter Negotiation: Leveraging your relationships with insurers to secure the best terms and premiums for your clients. Retention Excellence: Driving high renewal rates through face-to-face reviews and a "client-first" mindset. Who Are We Looking For? T he Specialist: Proven experience in B2B or Commercial Insurance. (We also welcome Personal Lines professionals with 2+ years of experience looking to move into Commercial). The Professional: Someone who values accuracy, compliance (FCA), and high-level client service. The Local Expert: You are based in or near Poole and enjoy the collaboration of an onsite office culture. The Academic: GCSE Grade C/4 in Maths & English is required; CII qualifications are a major plus. The "Total Reward" Package: Security: 4x Life Assurance & 5-year Income Protection coverage. Wealth: 10% Combined Pension (Rising to 5% Employer / 5% Employee in April 2025). Health: Healthcare Cash Plan, Private Medical/Dental discounts, and 24/7 EAP support. Lifestyle: Cycle to Work, Car Leasing (Salary Sacrifice), Tech schemes, and Retail discounts. Leave: 22 days + Bank Holidays (increasing with service) and enhanced Parental Leave. If you are ready to move into a role where your technical skill is valued over your "sales pitch," apply today for a confidential discussion. Cowell Recruitment Ltd is an equal opportunities agency. Permanent Right to Work (RTW) in the UK is essential. E&OE
Apr 23, 2026
Full time
Location: Poole (Onsite) Salary: £28,000 £45,000 (Guaranteed Base) + 10% Combined Pension Are you a Commercial Insurance professional looking for a high-value role without the pressure of "cold-call" sales targets? Cowell Recruitment is proud to represent a highly stable, independent brokerage in Poole . Unlike many firms that offer low bases and volatile commissions, our client believes in rewarding expertise with a strong, guaranteed salary and a focus on quality over quantity. This role is perfect for a technical expert who takes pride in building long-term client legacies rather than just "closing deals." Why This Role is Different: Guaranteed Earnings: A highly competitive base salary up to £45k, providing financial security regardless of market fluctuations. Relationship-First: Focus on managing and growing an existing book of business through expert advice and technical precision. Full Autonomy: Manage your own diary and client meetings within a supportive, onsite team environment. Professional Investment: Fully funded CII Qualifications (Cert/Dip/ACII) and a clear roadmap for internal promotion. Your Role & Impact: Strategic Management: Owning a diverse portfolio of commercial clients, acting as their primary technical advisor. Consultative Growth: Identifying cross-selling and up-selling opportunities within your book to ensure clients are fully protected. Underwriter Negotiation: Leveraging your relationships with insurers to secure the best terms and premiums for your clients. Retention Excellence: Driving high renewal rates through face-to-face reviews and a "client-first" mindset. Who Are We Looking For? T he Specialist: Proven experience in B2B or Commercial Insurance. (We also welcome Personal Lines professionals with 2+ years of experience looking to move into Commercial). The Professional: Someone who values accuracy, compliance (FCA), and high-level client service. The Local Expert: You are based in or near Poole and enjoy the collaboration of an onsite office culture. The Academic: GCSE Grade C/4 in Maths & English is required; CII qualifications are a major plus. The "Total Reward" Package: Security: 4x Life Assurance & 5-year Income Protection coverage. Wealth: 10% Combined Pension (Rising to 5% Employer / 5% Employee in April 2025). Health: Healthcare Cash Plan, Private Medical/Dental discounts, and 24/7 EAP support. Lifestyle: Cycle to Work, Car Leasing (Salary Sacrifice), Tech schemes, and Retail discounts. Leave: 22 days + Bank Holidays (increasing with service) and enhanced Parental Leave. If you are ready to move into a role where your technical skill is valued over your "sales pitch," apply today for a confidential discussion. Cowell Recruitment Ltd is an equal opportunities agency. Permanent Right to Work (RTW) in the UK is essential. E&OE
We are a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company's growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued. The Account Executive -AccountantChannel is responsible for converting inbound and outbound demand into funded business clients across Insignis's direct corporate segment, including SME, mid-market, and larger businesses. This role exists to turn qualified demand into outcomes - applications, funded balances, and long-term clients - while maintaining high standards of suitability, governance, and customer experience. Success in this role is driven by conversion quality, outbound tenacity, execution discipline, and collaboration, not activity volume alone. Key Objectives Build and manage relationships with a portfolio of Accountants and Accounting networks to enable pipeline creation Convert qualified inbound and outbound leads into funded business clients Progress opportunities efficiently through the full sales funnel Maintain high standards of suitability and customer outcomes Deliver accurate forecasting and pipeline hygiene Core Responsibilities Own a defined pipeline of B2B Accountant opportunities from first contact through funding Engage prospects via phone, video, and email to progress opportunities Understand client cash requirements and position Insignis appropriately Progress opportunities efficiently while maintaining quality and compliance Funnel Conversion Discipline Work opportunities through each stage of the funnel from lead to funded account Follow defined sales process and qualification standards Proactively identify and address delays or drop-off in the funnel Treat conversion performance as a personal responsibility Customer Experience & Suitability Conduct structured discovery to ensure client fit and suitability Clearly explain Insignis's proposition, platform, and value Set accurate expectations around onboarding, documentation, and timelines Partner with Client Onboarding and Client Services to deliver a smooth experience Work closely with Marketing to provide feedback on lead quality Maintain accurate CRM records and forecasting Follow defined sales playbooks and enablement materials Contribute insights to improve conversion and process efficiency Governance & Standards Ensure all sales activity aligns with Insignis's regulatory and compliance standards Identify and escalate unsuitable or high-risk opportunities Balance pace with quality to protect customer outcomes What Success Looks Like (First 12 Months) Consistent achievement of individual targets Strong conversion rates across funnel stages High-quality, well-documented pipeline Positive onboarding and funding outcomes Accurate forecasting and disciplined execution Experience & Background Experience in a B2B sales, Account Executive role within the Accounting Ecosystem Comfortable managing multiple opportunities concurrently Experience with inbound and/or outbound sales motions Familiarity with CRM systems and structured sales processes Exposure to regulated or complex sales environments is a plus Skills & Attributes Outcome-focused and commercially driven Structured and well- organised Customer-led with strong communication skills Resilient and comfortable with targets Collaborative and team-oriented 25 days holiday (exc. Bank holidays) 5% Pension contributions Private medical insurance with Vitality Health cash Plan offering contributions to dental, optical and much more Enhanced Parental Leave Cycle to Work Scheme Monthly team lunches, quarterly company socials
Apr 23, 2026
Full time
We are a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company's growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued. The Account Executive -AccountantChannel is responsible for converting inbound and outbound demand into funded business clients across Insignis's direct corporate segment, including SME, mid-market, and larger businesses. This role exists to turn qualified demand into outcomes - applications, funded balances, and long-term clients - while maintaining high standards of suitability, governance, and customer experience. Success in this role is driven by conversion quality, outbound tenacity, execution discipline, and collaboration, not activity volume alone. Key Objectives Build and manage relationships with a portfolio of Accountants and Accounting networks to enable pipeline creation Convert qualified inbound and outbound leads into funded business clients Progress opportunities efficiently through the full sales funnel Maintain high standards of suitability and customer outcomes Deliver accurate forecasting and pipeline hygiene Core Responsibilities Own a defined pipeline of B2B Accountant opportunities from first contact through funding Engage prospects via phone, video, and email to progress opportunities Understand client cash requirements and position Insignis appropriately Progress opportunities efficiently while maintaining quality and compliance Funnel Conversion Discipline Work opportunities through each stage of the funnel from lead to funded account Follow defined sales process and qualification standards Proactively identify and address delays or drop-off in the funnel Treat conversion performance as a personal responsibility Customer Experience & Suitability Conduct structured discovery to ensure client fit and suitability Clearly explain Insignis's proposition, platform, and value Set accurate expectations around onboarding, documentation, and timelines Partner with Client Onboarding and Client Services to deliver a smooth experience Work closely with Marketing to provide feedback on lead quality Maintain accurate CRM records and forecasting Follow defined sales playbooks and enablement materials Contribute insights to improve conversion and process efficiency Governance & Standards Ensure all sales activity aligns with Insignis's regulatory and compliance standards Identify and escalate unsuitable or high-risk opportunities Balance pace with quality to protect customer outcomes What Success Looks Like (First 12 Months) Consistent achievement of individual targets Strong conversion rates across funnel stages High-quality, well-documented pipeline Positive onboarding and funding outcomes Accurate forecasting and disciplined execution Experience & Background Experience in a B2B sales, Account Executive role within the Accounting Ecosystem Comfortable managing multiple opportunities concurrently Experience with inbound and/or outbound sales motions Familiarity with CRM systems and structured sales processes Exposure to regulated or complex sales environments is a plus Skills & Attributes Outcome-focused and commercially driven Structured and well- organised Customer-led with strong communication skills Resilient and comfortable with targets Collaborative and team-oriented 25 days holiday (exc. Bank holidays) 5% Pension contributions Private medical insurance with Vitality Health cash Plan offering contributions to dental, optical and much more Enhanced Parental Leave Cycle to Work Scheme Monthly team lunches, quarterly company socials
Job Title: Head of Tax Location: Finchley, London - 4 days in office, 1 working from home day Salary: £110,000 - £130,000 + benefits package! The Role: Due to extensive growth, my client are looking to recruit a Head of Tax to be based out of their head office in London. They are a rapidly growing, multi-disciplinary professional services firm with subsidiaries spanning Tax, Accounting, Legal, Financial Services, Executive Recruitment, and Fractional CFO Services. The Head of Tax will assume ownership and manage the Tax Practice, which comprises of UK private client service provision to a number of clients around the globe. The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients. Role Responsibilities: Leadership & Management of tax department Reporting to the Managing Director Producing reports on efficiencies of the department Setting deadlines and ensuring KPIs are met for the tax team and wider department Leading weekly departmental meetings Signing off and monitoring training programmes Leading staff reviews Assisting with recruitment Speaking with clients and prospects (over the phone) and answering tax queries To attend face to face meetings with clients, and in certain cases to lead those meetings Handle new leads and enquiries with a view to signing up new clients Manage the returns processes with 3rd party outsourcing agencies Assisting the wider tax team with tax return reviews from outsourcing company Development, mentorship and growth of junior members of the team You may be required to produce technical newsletters and articles for the firm's website You will be required to write technical taxation reports and tax planning advice Small portfolio of gold standard clients compliance & advice Assisting tax leadership team with strategy Various ad hoc work as and when it arises The Ideal Candidate: You will be CTA qualified and have experience in a similar role in a medium size practice. Strong tax technical and practical expertise within the private client tax arena with demonstrable broad experience of the tax affairs of non-domiciled individuals, entrepreneurs and share schemes for small and medium-sized enterprises Experience in managing a portfolio of clients through the self assessment tax cycle Aptitude for research and the ability to prepare complex written advice/calculations Strong communication skills, be it face-face, email or in writing, and have an emotional intelligence in dealing with sensitive private client matters e.g. divorce cases, business partner disputes Some experience in identifying opportunities for business development on tax clients and across other service lines would be advantageous Proven track record of managing successful teams and delivering results Strong communication and interpersonal skills Strong IT skills (e.g. Microsoft Office - notably, Excel) Benefits: Growth Shares Private medical insurance Group life insurance Breakfast club Points bonus scheme An additional day off for your Birthday every year Tailored training and development plans for every employee
Apr 22, 2026
Full time
Job Title: Head of Tax Location: Finchley, London - 4 days in office, 1 working from home day Salary: £110,000 - £130,000 + benefits package! The Role: Due to extensive growth, my client are looking to recruit a Head of Tax to be based out of their head office in London. They are a rapidly growing, multi-disciplinary professional services firm with subsidiaries spanning Tax, Accounting, Legal, Financial Services, Executive Recruitment, and Fractional CFO Services. The Head of Tax will assume ownership and manage the Tax Practice, which comprises of UK private client service provision to a number of clients around the globe. The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients. Role Responsibilities: Leadership & Management of tax department Reporting to the Managing Director Producing reports on efficiencies of the department Setting deadlines and ensuring KPIs are met for the tax team and wider department Leading weekly departmental meetings Signing off and monitoring training programmes Leading staff reviews Assisting with recruitment Speaking with clients and prospects (over the phone) and answering tax queries To attend face to face meetings with clients, and in certain cases to lead those meetings Handle new leads and enquiries with a view to signing up new clients Manage the returns processes with 3rd party outsourcing agencies Assisting the wider tax team with tax return reviews from outsourcing company Development, mentorship and growth of junior members of the team You may be required to produce technical newsletters and articles for the firm's website You will be required to write technical taxation reports and tax planning advice Small portfolio of gold standard clients compliance & advice Assisting tax leadership team with strategy Various ad hoc work as and when it arises The Ideal Candidate: You will be CTA qualified and have experience in a similar role in a medium size practice. Strong tax technical and practical expertise within the private client tax arena with demonstrable broad experience of the tax affairs of non-domiciled individuals, entrepreneurs and share schemes for small and medium-sized enterprises Experience in managing a portfolio of clients through the self assessment tax cycle Aptitude for research and the ability to prepare complex written advice/calculations Strong communication skills, be it face-face, email or in writing, and have an emotional intelligence in dealing with sensitive private client matters e.g. divorce cases, business partner disputes Some experience in identifying opportunities for business development on tax clients and across other service lines would be advantageous Proven track record of managing successful teams and delivering results Strong communication and interpersonal skills Strong IT skills (e.g. Microsoft Office - notably, Excel) Benefits: Growth Shares Private medical insurance Group life insurance Breakfast club Points bonus scheme An additional day off for your Birthday every year Tailored training and development plans for every employee
Everywhen, part of the Ardonagh Group
Saffron Walden, Essex
Are you someone who thrives in the Insurance Industry ? We're on the hunt for an Insurance Account Executive within Personal Lines who's based in Saffron Walden who can use their knowledge and experience of the Insurance Industry to build strong, trusted, and profitable client and customer relationships. Is a successful career within a growing business full of opportunity, where you will have flexibility and fun what you're looking for? Then please, read on So, what does the role of an Account Executive here involve? This role will be made for you if you love fostering relationships and helping clients find the right Insurance products to fit their needs. Our Account Executives are excellent at tailoring their approach, working with clients face to face, on the phone or via video calls. Our clients will need your support all year round and then there are those all-important networking and prospecting activities that will help you to build and develop your portfolio as you go. As an Account Executive here, it isn't only about the "upsell" or the "cross sell". Unlike similar roles focussed on growth, working with us puts you in a unique position to offer clients solutions from a diverse range of brands and wide breadth of products with huge opportunity across the Everywhen group. What experience do our Account Executives need? It's essential that you have proven previous experience gained from within the high net worth Insurance Industry The rest is all about you as a person; Most important is your ability to bring your best self to work every day to give our clients the best possible experience Next, we need you to be proactive, use your initiative and show us your entrepreneurial spirit to identify opportunities to grow our business Be driven to learn and be curious, especially about the Insurance Industry Work well with your team, support others and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way. There is never a dull moment with us. Always demonstrate integrity, not only is this essential within a financially regulated organisation, it's also the right way to be In return you will be welcomed and supported by our Everywhen family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are: Holiday entitlement of 26 days plus bank holidays Opportunity to progress your career across the entire Everywhen family Gain CII or ACII qualifications to boost your knowledge and career prospects Pensions scheme for when you feel it's time to retire 24-hour support for physical and mental wellbeing 1 days paid volunteering day to give back to our communities The Spotlight Awards, where we shine a light on the brightest talent across our group So, what are you waiting for? Apply today and one of our team will be in touch. IND01 Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; 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. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.
Apr 22, 2026
Full time
Are you someone who thrives in the Insurance Industry ? We're on the hunt for an Insurance Account Executive within Personal Lines who's based in Saffron Walden who can use their knowledge and experience of the Insurance Industry to build strong, trusted, and profitable client and customer relationships. Is a successful career within a growing business full of opportunity, where you will have flexibility and fun what you're looking for? Then please, read on So, what does the role of an Account Executive here involve? This role will be made for you if you love fostering relationships and helping clients find the right Insurance products to fit their needs. Our Account Executives are excellent at tailoring their approach, working with clients face to face, on the phone or via video calls. Our clients will need your support all year round and then there are those all-important networking and prospecting activities that will help you to build and develop your portfolio as you go. As an Account Executive here, it isn't only about the "upsell" or the "cross sell". Unlike similar roles focussed on growth, working with us puts you in a unique position to offer clients solutions from a diverse range of brands and wide breadth of products with huge opportunity across the Everywhen group. What experience do our Account Executives need? It's essential that you have proven previous experience gained from within the high net worth Insurance Industry The rest is all about you as a person; Most important is your ability to bring your best self to work every day to give our clients the best possible experience Next, we need you to be proactive, use your initiative and show us your entrepreneurial spirit to identify opportunities to grow our business Be driven to learn and be curious, especially about the Insurance Industry Work well with your team, support others and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way. There is never a dull moment with us. Always demonstrate integrity, not only is this essential within a financially regulated organisation, it's also the right way to be In return you will be welcomed and supported by our Everywhen family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are: Holiday entitlement of 26 days plus bank holidays Opportunity to progress your career across the entire Everywhen family Gain CII or ACII qualifications to boost your knowledge and career prospects Pensions scheme for when you feel it's time to retire 24-hour support for physical and mental wellbeing 1 days paid volunteering day to give back to our communities The Spotlight Awards, where we shine a light on the brightest talent across our group So, what are you waiting for? Apply today and one of our team will be in touch. IND01 Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; 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. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.
Everywhen, part of the Ardonagh Group
Leeds, Yorkshire
Are you someone who thrives in the Insurance Industry ? We're on the hunt for an Insurance Account Executive within Personal Lines who uses their knowledge and experience of the Insurance Industry to build strong, trusted, and profitable client and customer relationships. Is a successful career within a growing business full of opportunity, where you will have flexibility and fun what you're looking for? Then please, read on So, what does the role of an Account Executive here involve? This role will be made for you if you love fostering relationships and helping clients find the right Insurance products to fit their needs. Our Account Executives are excellent at tailoring their approach, working with clients face to face, on the phone or via video calls. Our clients will need your support all year round and then there are those all-important networking and prospecting activities that will help you to build and develop your portfolio as you go. As an Account Executive here, it isn't only about the "upsell" or the "cross sell". Unlike similar roles focussed on growth, working with us puts you in a unique position to offer clients solutions from a diverse range of brands and wide breadth of products with huge opportunity across the Everywhen group. What experience do our Account Executives need? It's essential that you have proven previous experience gained from within the high net worth Insurance Industry The rest is all about you as a person; Most important is your ability to bring your best self to work every day to give our clients the best possible experience Next, we need you to be proactive, use your initiative and show us your entrepreneurial spirit to identify opportunities to grow our business Be driven to learn and be curious, especially about the Insurance Industry Work well with your team, support others and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way. There is never a dull moment with us. Always demonstrate integrity, not only is this essential within a financially regulated organisation, it's also the right way to be In return you will be welcomed and supported by our Everywhen family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are: Holiday entitlement of 26 days plus bank holidays Opportunity to progress your career across the entire Everywhen family Gain CII or ACII qualifications to boost your knowledge and career prospects Pensions scheme for when you feel it's time to retire 24-hour support for physical and mental wellbeing 1 days paid volunteering day to give back to our communities The Spotlight Awards, where we shine a light on the brightest talent across our group So, what are you waiting for? Apply today and one of our team will be in touch. IND01 Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; 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. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.
Apr 22, 2026
Full time
Are you someone who thrives in the Insurance Industry ? We're on the hunt for an Insurance Account Executive within Personal Lines who uses their knowledge and experience of the Insurance Industry to build strong, trusted, and profitable client and customer relationships. Is a successful career within a growing business full of opportunity, where you will have flexibility and fun what you're looking for? Then please, read on So, what does the role of an Account Executive here involve? This role will be made for you if you love fostering relationships and helping clients find the right Insurance products to fit their needs. Our Account Executives are excellent at tailoring their approach, working with clients face to face, on the phone or via video calls. Our clients will need your support all year round and then there are those all-important networking and prospecting activities that will help you to build and develop your portfolio as you go. As an Account Executive here, it isn't only about the "upsell" or the "cross sell". Unlike similar roles focussed on growth, working with us puts you in a unique position to offer clients solutions from a diverse range of brands and wide breadth of products with huge opportunity across the Everywhen group. What experience do our Account Executives need? It's essential that you have proven previous experience gained from within the high net worth Insurance Industry The rest is all about you as a person; Most important is your ability to bring your best self to work every day to give our clients the best possible experience Next, we need you to be proactive, use your initiative and show us your entrepreneurial spirit to identify opportunities to grow our business Be driven to learn and be curious, especially about the Insurance Industry Work well with your team, support others and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way. There is never a dull moment with us. Always demonstrate integrity, not only is this essential within a financially regulated organisation, it's also the right way to be In return you will be welcomed and supported by our Everywhen family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are: Holiday entitlement of 26 days plus bank holidays Opportunity to progress your career across the entire Everywhen family Gain CII or ACII qualifications to boost your knowledge and career prospects Pensions scheme for when you feel it's time to retire 24-hour support for physical and mental wellbeing 1 days paid volunteering day to give back to our communities The Spotlight Awards, where we shine a light on the brightest talent across our group So, what are you waiting for? Apply today and one of our team will be in touch. IND01 Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; 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. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.
Private Client Tax Manager - Market leading accountancy firm in Tunbridge Wells Client Details We are currently supporting a market leading accountancy firm in Tunbridge Wells with their recruitment of a Private Client Tax Manager. Description Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity executives and their families. You will take responsibility for delivering work to clients in line with agreed timelines and budgets. You will be managing a client portfolio reviewing the work of junior team members. Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work. Monitoring of WIP and drafting fee notes Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work. Developing the more junior team including providing timely feedback and assisting them with technical and personal development Profile You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters. You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions. Ability to think beyond the technical elements of your work and consider the client's overall landscape. Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues. People management and organisational experience Chartered Accountant and/or Chartered Tax Adviser - ACA/CTA Job Offer Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave
Apr 20, 2026
Full time
Private Client Tax Manager - Market leading accountancy firm in Tunbridge Wells Client Details We are currently supporting a market leading accountancy firm in Tunbridge Wells with their recruitment of a Private Client Tax Manager. Description Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity executives and their families. You will take responsibility for delivering work to clients in line with agreed timelines and budgets. You will be managing a client portfolio reviewing the work of junior team members. Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work. Monitoring of WIP and drafting fee notes Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work. Developing the more junior team including providing timely feedback and assisting them with technical and personal development Profile You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters. You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions. Ability to think beyond the technical elements of your work and consider the client's overall landscape. Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues. People management and organisational experience Chartered Accountant and/or Chartered Tax Adviser - ACA/CTA Job Offer Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave
Trainee Insurance Broker Gravesend Salary Scaled Dependant on Experience + Uncapped Commission THE OPPORTUNITY: Are you a sales person waiting to break into the world of Commercial Insurance? I'm working with a small brokerage with the facilities to train you you be the best sales-person that you can be! It is a tight knit brokerage where everyone is encouraged, supported and trained which has allowed each individual to flourish. The team consistently exceeds their targets and are consistently rewarded with trips, incentives, and so much more. Do you have experience in Personal lines Insurance and want to move into the commercial world? Are you a sales executive, sales representative, or business developer passionate about breaking into insurance? Then I want to hear from you! BENEFITS: Christmas Shutdown in addition to holidays Quarterly events including trips to Ascot, laser tag, paintballing, dinners, lunches and trips away and so much more! Impressive Commission structure CertCII qualification fully funded THE ROLE Providing advice, recommendations and quotes to new clients. Lead generation Including cold calling and information gathering. Self-generating new business leads and obtaining accurate for our databases Administration; creating quotation documents for yourself and others, setting up client records, issuing documents to clients, checking proposal forms, diary management and so forth. Liaising with insurers to get the best policy for the client meeting their demands and needs Ensure that the sales process is completed and compliant with regulatory framework Liaising with prospect clients / leads and closing the sale effectively Working towards your Cert CII qualification SKILLS & ABILITIES: Experience within an office or sales focused environment is essential A pleasant, confident telephone manner An effective communicator, both written and verbal, with an ability to communicate clearly & confidently to clients and colleagues Highly organised with a systematic approach to work Good attention to detail Tenacious with presenting strong sales techniques and skills Self-motivated to keep generating new business Motivated and driven to achieve team and individual targets Able to develop and sustain positive working relationships with internal and external parties Familiarity with the Microsoft Office suite of programs We are currently shortlisting for interview so if you are looking to catapult your career within the insurance industry, Apply today! By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
Oct 08, 2025
Full time
Trainee Insurance Broker Gravesend Salary Scaled Dependant on Experience + Uncapped Commission THE OPPORTUNITY: Are you a sales person waiting to break into the world of Commercial Insurance? I'm working with a small brokerage with the facilities to train you you be the best sales-person that you can be! It is a tight knit brokerage where everyone is encouraged, supported and trained which has allowed each individual to flourish. The team consistently exceeds their targets and are consistently rewarded with trips, incentives, and so much more. Do you have experience in Personal lines Insurance and want to move into the commercial world? Are you a sales executive, sales representative, or business developer passionate about breaking into insurance? Then I want to hear from you! BENEFITS: Christmas Shutdown in addition to holidays Quarterly events including trips to Ascot, laser tag, paintballing, dinners, lunches and trips away and so much more! Impressive Commission structure CertCII qualification fully funded THE ROLE Providing advice, recommendations and quotes to new clients. Lead generation Including cold calling and information gathering. Self-generating new business leads and obtaining accurate for our databases Administration; creating quotation documents for yourself and others, setting up client records, issuing documents to clients, checking proposal forms, diary management and so forth. Liaising with insurers to get the best policy for the client meeting their demands and needs Ensure that the sales process is completed and compliant with regulatory framework Liaising with prospect clients / leads and closing the sale effectively Working towards your Cert CII qualification SKILLS & ABILITIES: Experience within an office or sales focused environment is essential A pleasant, confident telephone manner An effective communicator, both written and verbal, with an ability to communicate clearly & confidently to clients and colleagues Highly organised with a systematic approach to work Good attention to detail Tenacious with presenting strong sales techniques and skills Self-motivated to keep generating new business Motivated and driven to achieve team and individual targets Able to develop and sustain positive working relationships with internal and external parties Familiarity with the Microsoft Office suite of programs We are currently shortlisting for interview so if you are looking to catapult your career within the insurance industry, Apply today! By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
An Opportunity Has Arisen for an Account Handler to join a highly regarded insurance broker specialising in providing tailored insurance solutions across personal and commercial markets. As an Account Handler, you will be supporting clients primarily at renewal stage, ensuring they receive tailored advice, while identifying opportunities for retention and growth. This full-time role offers a starting salary of £30,000 and benefits. You Will Be Responsible For Managing inbound and outbound calls to existing clients with professionalism. Providing bespoke advice that reflects each client s individual circumstances. Processing policies, amendments and documentation accurately. Negotiating with both clients and insurers to achieve the best outcomes. Building and maintaining strong relationships with insurers, partners and introducers. Identifying cross-selling opportunities across a range of insurance products. Handling administrative and compliance-related duties in line with industry standards. What We Are Looking For Previously worked as a Account Handler, Account Broker, Insurance Advisor, Insurance Consultant, Account Executive or in a similar role. Minimum 1 year or experience working in personal lines either within motor and/or home insurance. Have 1 year of experience in a customer-focused role, involving regular direct interaction with clients, sales, negotiation, customer service. Have previous administrative experience. Knowledge of FCA regulatory requirements. Chartered Insurance Institute (CII) qualifications or willingness to work towards them. Competence in Microsoft Office applications (Word, Excel, Outlook). What s On Offer Competitive base Performance-related bonuses. 28 days annual leave, increasing with service. Subsidised private healthcare. Loyalty and referral bonuses. Discounts on insurance products. Flexible pension scheme and eye care vouchers. Regular social events and team-building activities. Onsite parking and good local transport links. This is an excellent opportunity to join a respected broker and build a rewarding career in client management. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Oct 08, 2025
Full time
An Opportunity Has Arisen for an Account Handler to join a highly regarded insurance broker specialising in providing tailored insurance solutions across personal and commercial markets. As an Account Handler, you will be supporting clients primarily at renewal stage, ensuring they receive tailored advice, while identifying opportunities for retention and growth. This full-time role offers a starting salary of £30,000 and benefits. You Will Be Responsible For Managing inbound and outbound calls to existing clients with professionalism. Providing bespoke advice that reflects each client s individual circumstances. Processing policies, amendments and documentation accurately. Negotiating with both clients and insurers to achieve the best outcomes. Building and maintaining strong relationships with insurers, partners and introducers. Identifying cross-selling opportunities across a range of insurance products. Handling administrative and compliance-related duties in line with industry standards. What We Are Looking For Previously worked as a Account Handler, Account Broker, Insurance Advisor, Insurance Consultant, Account Executive or in a similar role. Minimum 1 year or experience working in personal lines either within motor and/or home insurance. Have 1 year of experience in a customer-focused role, involving regular direct interaction with clients, sales, negotiation, customer service. Have previous administrative experience. Knowledge of FCA regulatory requirements. Chartered Insurance Institute (CII) qualifications or willingness to work towards them. Competence in Microsoft Office applications (Word, Excel, Outlook). What s On Offer Competitive base Performance-related bonuses. 28 days annual leave, increasing with service. Subsidised private healthcare. Loyalty and referral bonuses. Discounts on insurance products. Flexible pension scheme and eye care vouchers. Regular social events and team-building activities. Onsite parking and good local transport links. This is an excellent opportunity to join a respected broker and build a rewarding career in client management. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Commercial Account Handler Remote 35K - 45K Are you ready to accelerate your career with one of the fastest growing, independent Brokerages in the UK? A well-established independent Insurance Brokerage who in recent years have experience phenomenal organic growth are on the lookout for an experienced Commercial Account Handler to join their team. This is a truly exciting opportunity to develop your skills, build on your personal & professional development, work in a relaxed and welcoming environment, and be a part of the exciting plans the company have for the future! The Role As a Commercial Account Handler, you will work closely with the Account Executives to manage a portfolio of clients as well as developing new clients and your responsibilities will include: Working with a portfolio of new and existing clients to provide bespoke insurance solutions across a range of commercial lines. Providing comprehensive customer support and advice across new contracts, renewals, mid-term adjustments (MTA's), and day-to-day client servicing Develop a strong understanding of the clients business and requirements, and their risks. Working closely with Account Executives and Directors to identify opportunities for cross-selling, recommendations and referrals. Handling day-to-day queries and enquiries from both clients and insurers. Providing outstanding customer service, developing lasting relationships. About You At least 2 years experience in the insurance industry as either a Commercial Account Handler, Commercial Broker, or Commercial Account Manager Experience and confidence of working with SME and Mid-Market clients. In depth knowledge of multiple commercial insurance products and services across all lines. Working knowledge of Acturis Excellent customer service and relationship-building skills both in person and over the phone CII qualification or working towards would be advantageous What's On Offer Salary between 35,000 - 45,000 depending on experience A down-to-earth team and welcoming culture Remote working Great benefits Ongoing investment in training and development Progression opportunities with the company continuing to grow at pace If you're a Commercial Insurance professional looking for a role that will provide you with growth, development and opportunity in an environment that is set up to allow you to thrive, then don't wait and apply today!
Oct 07, 2025
Full time
Commercial Account Handler Remote 35K - 45K Are you ready to accelerate your career with one of the fastest growing, independent Brokerages in the UK? A well-established independent Insurance Brokerage who in recent years have experience phenomenal organic growth are on the lookout for an experienced Commercial Account Handler to join their team. This is a truly exciting opportunity to develop your skills, build on your personal & professional development, work in a relaxed and welcoming environment, and be a part of the exciting plans the company have for the future! The Role As a Commercial Account Handler, you will work closely with the Account Executives to manage a portfolio of clients as well as developing new clients and your responsibilities will include: Working with a portfolio of new and existing clients to provide bespoke insurance solutions across a range of commercial lines. Providing comprehensive customer support and advice across new contracts, renewals, mid-term adjustments (MTA's), and day-to-day client servicing Develop a strong understanding of the clients business and requirements, and their risks. Working closely with Account Executives and Directors to identify opportunities for cross-selling, recommendations and referrals. Handling day-to-day queries and enquiries from both clients and insurers. Providing outstanding customer service, developing lasting relationships. About You At least 2 years experience in the insurance industry as either a Commercial Account Handler, Commercial Broker, or Commercial Account Manager Experience and confidence of working with SME and Mid-Market clients. In depth knowledge of multiple commercial insurance products and services across all lines. Working knowledge of Acturis Excellent customer service and relationship-building skills both in person and over the phone CII qualification or working towards would be advantageous What's On Offer Salary between 35,000 - 45,000 depending on experience A down-to-earth team and welcoming culture Remote working Great benefits Ongoing investment in training and development Progression opportunities with the company continuing to grow at pace If you're a Commercial Insurance professional looking for a role that will provide you with growth, development and opportunity in an environment that is set up to allow you to thrive, then don't wait and apply today!
Digital Marketing Executive Our client is seeking a Digital Marketing Executive for a 12-month fixed-term maternity cover. Working in a team of four, the role involves managing online marketing, social media, email campaigns, and the B2B e-commerce portal, to promote and sell products for trade and general public. Digital Marketing Executive Responsibilities This position will involve, but will not be limited to: Manage and execute digital marketing initiatives, including email campaigns, SEO strategies, and social media activity to support brand visibility and growth. Oversee and enhance the B2B E-Commerce portal, ensuring smooth operation, accurate product information, and alignment with business goals. Coordinate promotional campaigns across digital platforms, including Amazon and the UK website, in line with KPI targets. Support design needs by creating digital assets and assisting the marketing designer with internal and external publications. Maintain corporate brand guidelines and ensure consistent use of branding across all digital and print communications. Collaborate with internal teams and external partners to improve website productivity, user experience, and digital advertising efforts. Digital Marketing Executive Benefits A well-established but growing company. Other benefits include; Performance & KPI related bonuses 25 Holidays (plus bank holidays) Day off for Birthday 4 x Life Insurance Contributory pension scheme - 5% from Company 3% from employee Monthly Coffee Morning Free Parking The Company Providing products trade and general use across UK retail and ecommerce. This is a full-time, 12-Month Maternity Cover Contract, commencing December 2025 Digital Marketing Executive Essentials Proven hands-on experience managing social media channels and ad accounts, including campaigns via Google Ads and YouTube Strong understanding and application of SEO best practices across both B2B and B2C marketing campaigns Practical experience with e-commerce platforms, particularly within a B2B environment Strategic mindset with the technical skills to implement, optimise, and measure digital marketing campaigns against key KPIs Excellent communication skills with the ability to collaborate effectively across departments and with external partners Demonstrates adaptability, resilience, and a proactive attitude in a fast-paced, dynamic work environment Creative thinker with strong interpersonal skills and the ability to manage multiple priorities simultaneously Detail-oriented, hardworking, and capable of delivering results with minimal supervision from day one Location Based in South Oxfordshire, this is an office-based role, but you can work from home 1 day per week. There is ample free parking available onsite. Action If you would like to find out more about this excellent opportunity, then please apply online today! We aim to respond to all applications within 48 hours. Allen Associates is a leading recruitment company in Oxfordshire recruiting for Marketing, Finance, Human Resources and PA/Administrative roles. Allen Associates operates as an Employment Agency for permanent recruitment and an Employment Business for temporary recruitment. For more information on current vacancies please visit (url removed) and follow us on Twitter, LinkedIn and Facebook. For our latest vacancies follow our Jobs on Twitter
Oct 07, 2025
Contractor
Digital Marketing Executive Our client is seeking a Digital Marketing Executive for a 12-month fixed-term maternity cover. Working in a team of four, the role involves managing online marketing, social media, email campaigns, and the B2B e-commerce portal, to promote and sell products for trade and general public. Digital Marketing Executive Responsibilities This position will involve, but will not be limited to: Manage and execute digital marketing initiatives, including email campaigns, SEO strategies, and social media activity to support brand visibility and growth. Oversee and enhance the B2B E-Commerce portal, ensuring smooth operation, accurate product information, and alignment with business goals. Coordinate promotional campaigns across digital platforms, including Amazon and the UK website, in line with KPI targets. Support design needs by creating digital assets and assisting the marketing designer with internal and external publications. Maintain corporate brand guidelines and ensure consistent use of branding across all digital and print communications. Collaborate with internal teams and external partners to improve website productivity, user experience, and digital advertising efforts. Digital Marketing Executive Benefits A well-established but growing company. Other benefits include; Performance & KPI related bonuses 25 Holidays (plus bank holidays) Day off for Birthday 4 x Life Insurance Contributory pension scheme - 5% from Company 3% from employee Monthly Coffee Morning Free Parking The Company Providing products trade and general use across UK retail and ecommerce. This is a full-time, 12-Month Maternity Cover Contract, commencing December 2025 Digital Marketing Executive Essentials Proven hands-on experience managing social media channels and ad accounts, including campaigns via Google Ads and YouTube Strong understanding and application of SEO best practices across both B2B and B2C marketing campaigns Practical experience with e-commerce platforms, particularly within a B2B environment Strategic mindset with the technical skills to implement, optimise, and measure digital marketing campaigns against key KPIs Excellent communication skills with the ability to collaborate effectively across departments and with external partners Demonstrates adaptability, resilience, and a proactive attitude in a fast-paced, dynamic work environment Creative thinker with strong interpersonal skills and the ability to manage multiple priorities simultaneously Detail-oriented, hardworking, and capable of delivering results with minimal supervision from day one Location Based in South Oxfordshire, this is an office-based role, but you can work from home 1 day per week. There is ample free parking available onsite. Action If you would like to find out more about this excellent opportunity, then please apply online today! We aim to respond to all applications within 48 hours. Allen Associates is a leading recruitment company in Oxfordshire recruiting for Marketing, Finance, Human Resources and PA/Administrative roles. Allen Associates operates as an Employment Agency for permanent recruitment and an Employment Business for temporary recruitment. For more information on current vacancies please visit (url removed) and follow us on Twitter, LinkedIn and Facebook. For our latest vacancies follow our Jobs on Twitter
PURPOSE AND SCOPE OF THE ROLE: A stand-alone role to administer the payroll and pension scheme(s), complying with all the legal and financial implications. This is an office based role, working 18 hours a week DUTIES: To ensure that all data is accurately input into the payroll system in accordance with statutory and contractual obligations and timescales. To ensure all staff records held comply with the rules of the Data Protection Act. To provide monthly payroll(s), adhering to all tax and national insurance legislation, ensuring the payroll is produced on the dates laid out in the employees contracts. To administer the pension scheme(s), complying with all regulations and deadlines. To be responsible for the processing of appropriate documentation relating to changes in individuals scheme membership status, the notification to the pension scheme administrators of amendments to members records and the preparation and submission of pension scheme returns, including contribution and salary data. Provision of guidance and relevant calculations on all pension-related issues. To liaise with staff and appropriate stakeholders including external bodies regarding payroll and pension queries. To provide employment statistics to Government departments. To ensure that all accounts are reconciled and that variances are investigated and corrected. To ensure that expenses are paid in a timely manner and that all appropriate systems are maintained. To provide financial information on the payroll to the Business Executive Officer as required. Prepare reports by compiling summaries of earnings, taxes and deductions. To ensure that there is good day-to-day communication between Payroll and Human Resources and other departments. To produce year end returns, and staffing budgets on an annual basis. To undertake audit checks ensuring accuracy and to ensure that variances are reviewed to comply with audit requirements. To administer Family Tax Credit and Council Tax payments when required. To keep abreast of Employment Law, and amend payroll processes accordingly, as required. To keep meticulous records regarding staff, in order to implement new legislation. To maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. Any other duties required by the line manager that are commensurate with the job. Additional duties: To maintain a flexible and confidential approach to the role. To be supported and enabled in personal development through annual appraisal and regular supervision. The post holder must at all times carry out their responsibilities with due regard to the Charity s Equal Opportunities Statement. Work in line with the Charity s Safeguarding People from Abuse Policy and Whistle Blowing Policy to ensure that people are kept safe at all times. The post holder must carry out their responsibilities with due regard to the non-smoking environment of the Charity. Person Specification: Work experience/ Knowledge Professional payroll qualification (CIPP or equivalent) Experienced payroll practitioner, including experience of running an end to end payroll process. Experience in administering pension processes. Knowledge of pension regulations, employment tax and Government initiatives e.g., auto enrolment, apprenticeship levy. Up to date knowledge of current payroll and pension processes and legislation. Proficient in the use of the SAGE Payroll and Pension module. Skills and Abilities Excellent communication skills (written and verbal). Excellent organisational and interpersonal skills. Customer focused. Ability to work in a fast paced environment and under pressure with strict deadlines. Attention to detail and diligent approach to work. Excellent IT and MS skills in particular MS Excel and Word. Excellent standard of numeracy. Self-motivated and able to work independently. Ability to prioritise and confidently make decisions.
Sep 23, 2025
Full time
PURPOSE AND SCOPE OF THE ROLE: A stand-alone role to administer the payroll and pension scheme(s), complying with all the legal and financial implications. This is an office based role, working 18 hours a week DUTIES: To ensure that all data is accurately input into the payroll system in accordance with statutory and contractual obligations and timescales. To ensure all staff records held comply with the rules of the Data Protection Act. To provide monthly payroll(s), adhering to all tax and national insurance legislation, ensuring the payroll is produced on the dates laid out in the employees contracts. To administer the pension scheme(s), complying with all regulations and deadlines. To be responsible for the processing of appropriate documentation relating to changes in individuals scheme membership status, the notification to the pension scheme administrators of amendments to members records and the preparation and submission of pension scheme returns, including contribution and salary data. Provision of guidance and relevant calculations on all pension-related issues. To liaise with staff and appropriate stakeholders including external bodies regarding payroll and pension queries. To provide employment statistics to Government departments. To ensure that all accounts are reconciled and that variances are investigated and corrected. To ensure that expenses are paid in a timely manner and that all appropriate systems are maintained. To provide financial information on the payroll to the Business Executive Officer as required. Prepare reports by compiling summaries of earnings, taxes and deductions. To ensure that there is good day-to-day communication between Payroll and Human Resources and other departments. To produce year end returns, and staffing budgets on an annual basis. To undertake audit checks ensuring accuracy and to ensure that variances are reviewed to comply with audit requirements. To administer Family Tax Credit and Council Tax payments when required. To keep abreast of Employment Law, and amend payroll processes accordingly, as required. To keep meticulous records regarding staff, in order to implement new legislation. To maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. Any other duties required by the line manager that are commensurate with the job. Additional duties: To maintain a flexible and confidential approach to the role. To be supported and enabled in personal development through annual appraisal and regular supervision. The post holder must at all times carry out their responsibilities with due regard to the Charity s Equal Opportunities Statement. Work in line with the Charity s Safeguarding People from Abuse Policy and Whistle Blowing Policy to ensure that people are kept safe at all times. The post holder must carry out their responsibilities with due regard to the non-smoking environment of the Charity. Person Specification: Work experience/ Knowledge Professional payroll qualification (CIPP or equivalent) Experienced payroll practitioner, including experience of running an end to end payroll process. Experience in administering pension processes. Knowledge of pension regulations, employment tax and Government initiatives e.g., auto enrolment, apprenticeship levy. Up to date knowledge of current payroll and pension processes and legislation. Proficient in the use of the SAGE Payroll and Pension module. Skills and Abilities Excellent communication skills (written and verbal). Excellent organisational and interpersonal skills. Customer focused. Ability to work in a fast paced environment and under pressure with strict deadlines. Attention to detail and diligent approach to work. Excellent IT and MS skills in particular MS Excel and Word. Excellent standard of numeracy. Self-motivated and able to work independently. Ability to prioritise and confidently make decisions.
The role of Insurance Broker/Account Handler Do you have at least 3 years experience within insurance? Have you hit the ceiling in your current role? Need a new a new challenge? Want to forge a career in the insurance industry but also have fun at the same time? Our client is one of Oxfordshire s most successful insurance brokers. A fantastic opportunity is available for an experienced Insurance Broker/Insurance Account Executive /Account Handler specialising in both Commercial and Personal Lines. You will be responsible for looking after all aspects of an existing book of clients and to grow accounts while following company compliance processes, looking to cross sell other services / products where possible. The position would suit a '2nd or 3rd Jobber' looking to progress their career within a grown up environment.or someone seeking a long term role before retirement. The candidate for Insurance Broker/Insurance Account Executive/Insurance Account Execuitive Minimum 36 months insurance sales experience. Preferably at least Cert CII part qualified Attention to detail Excellent communication skills Be able to work as part of a team The role is intended to replace a senior staff member who is retiring so offers excellent prospects.
Sep 23, 2025
Full time
The role of Insurance Broker/Account Handler Do you have at least 3 years experience within insurance? Have you hit the ceiling in your current role? Need a new a new challenge? Want to forge a career in the insurance industry but also have fun at the same time? Our client is one of Oxfordshire s most successful insurance brokers. A fantastic opportunity is available for an experienced Insurance Broker/Insurance Account Executive /Account Handler specialising in both Commercial and Personal Lines. You will be responsible for looking after all aspects of an existing book of clients and to grow accounts while following company compliance processes, looking to cross sell other services / products where possible. The position would suit a '2nd or 3rd Jobber' looking to progress their career within a grown up environment.or someone seeking a long term role before retirement. The candidate for Insurance Broker/Insurance Account Executive/Insurance Account Execuitive Minimum 36 months insurance sales experience. Preferably at least Cert CII part qualified Attention to detail Excellent communication skills Be able to work as part of a team The role is intended to replace a senior staff member who is retiring so offers excellent prospects.
