Bennett and Game Recruitment LTD
St. Albans, Hertfordshire
Job Title: Private Client Tax Assistant Manager or Manager (dependant on experience) Location: St Albans (hybrid) Package: 55,000- 70,000 (higher DOE), hybrid working, 25 days hol +BH, and much more! Working Hours: Full time or Part time, Monday - Friday, 37.5 hours, core hours: 10am - 4:30pm A fantastic opportunity is available within a top 100 UK practice, as a Private Client Tax Assistant Manager, or Manager. This practice pride themselves on being a diverse, flexible, and excellent place to work, proudly ranking within the top 100 companies to work for in 2026 Within this role you will be running a portfolio as a case handler and acting manager involving compliance and advisory. This is a crucial role to the practice as they look to grow and develop their tax department. With some great benefits, and a lot of progression, this is a role you don't want to miss Private Client Tax Manager Job Responsibilities Manage a diverse portfolio of personal tax clients, primarily UK-based with international elements including non-UK trusts, arrivals and departures. Prepare and review personal tax returns, ensuring accurate and timely electronic filing in line with HMRC deadlines. Act as the main day-to-day contact for clients, delivering high-quality service and handling routine correspondence proactively. Support managers, directors and partners on advisory projects including IHT planning, pension changes, and UK residency matters. Attend and assist with client meetings, prepare meeting notes, and coordinate follow-up actions within agreed timelines and budgets. Liaise with clients and third-party advisers to gather information required for tax compliance and advisory work. Conduct technical research and assist with ad hoc assignments, HMRC enquiries, and Digital Disclosure Facility submissions. Monitor budgets, billing and chargeability, while contributing to team development through collaboration and knowledge sharing. Private Client Tax Manager Job Requirements Minimum requirement to be CTA qualified Must have a minimum of 4 years private client experience Experience in CCH packages and SharePoint is advantageous Excellent organisational, technical, interpersonal, and communication skills Private Client Tax Manager Salary & Benefits Salary is flexible depending on experience, ranging from 55k-70k (higher for more senior managers) 25 days holiday, plus bank holidays. Holiday increases with years of service up to 28 days Salary sacrifice pension up to 5%, auto enrolment to pension, death in service 4x your salary, and enhanced maternity and paternity pay Season ticket loan or car parking loan Hybrid working - 60% office, 40% remote Core working hours, and if you've hit your contracted hours, you can take Friday afternoons off! And much more Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
May 15, 2026
Full time
Job Title: Private Client Tax Assistant Manager or Manager (dependant on experience) Location: St Albans (hybrid) Package: 55,000- 70,000 (higher DOE), hybrid working, 25 days hol +BH, and much more! Working Hours: Full time or Part time, Monday - Friday, 37.5 hours, core hours: 10am - 4:30pm A fantastic opportunity is available within a top 100 UK practice, as a Private Client Tax Assistant Manager, or Manager. This practice pride themselves on being a diverse, flexible, and excellent place to work, proudly ranking within the top 100 companies to work for in 2026 Within this role you will be running a portfolio as a case handler and acting manager involving compliance and advisory. This is a crucial role to the practice as they look to grow and develop their tax department. With some great benefits, and a lot of progression, this is a role you don't want to miss Private Client Tax Manager Job Responsibilities Manage a diverse portfolio of personal tax clients, primarily UK-based with international elements including non-UK trusts, arrivals and departures. Prepare and review personal tax returns, ensuring accurate and timely electronic filing in line with HMRC deadlines. Act as the main day-to-day contact for clients, delivering high-quality service and handling routine correspondence proactively. Support managers, directors and partners on advisory projects including IHT planning, pension changes, and UK residency matters. Attend and assist with client meetings, prepare meeting notes, and coordinate follow-up actions within agreed timelines and budgets. Liaise with clients and third-party advisers to gather information required for tax compliance and advisory work. Conduct technical research and assist with ad hoc assignments, HMRC enquiries, and Digital Disclosure Facility submissions. Monitor budgets, billing and chargeability, while contributing to team development through collaboration and knowledge sharing. Private Client Tax Manager Job Requirements Minimum requirement to be CTA qualified Must have a minimum of 4 years private client experience Experience in CCH packages and SharePoint is advantageous Excellent organisational, technical, interpersonal, and communication skills Private Client Tax Manager Salary & Benefits Salary is flexible depending on experience, ranging from 55k-70k (higher for more senior managers) 25 days holiday, plus bank holidays. Holiday increases with years of service up to 28 days Salary sacrifice pension up to 5%, auto enrolment to pension, death in service 4x your salary, and enhanced maternity and paternity pay Season ticket loan or car parking loan Hybrid working - 60% office, 40% remote Core working hours, and if you've hit your contracted hours, you can take Friday afternoons off! And much more Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
We are currently recruiting for fast growing and highly ambitious broking group, who have several offices across the UK, and are now keen to add a new Account Handler to their team, to work from their Reading office (based in Pangbourne). This firm have impressive long-term growth plans, backed by an ambitious owner, so offer a great place to work for career motivated individuals. This would be an ideal role for an Account Handler who in the mid to long term would be looking to progress into an Account Executive role. They handle a wide array of commercial risks, including some High Hazard sectors, well as some HNW/personal lines business, but this role will focus on the commercial side of the business. As a Commercial Account Handler, you will be responsible for handling all types of commercial insurance which will include Commercial Combined, Shop, Office, Liability, Motor Fleet, Professional Indemnity, BI and D & O. You will handle a small book of existing clients and be responsible for managing their accounts on a day to day basis, as well as developing your own new business cases too. This office is currently a small team of 9 but they have plans to grow this office quickly, so an exciting time to be joining here. In order to be considered for this role, you will need to have at least 3 years + experience gained already in Commercial Insurance working in a broking role. Individuals who are working towards there CII qualification would be at a distinct advantage however this is not essential. You will have a professional, driven attitude and will be able to establish strong relationships with clients to obtain repeat business. Acturis experience is also preferred. On offer is a salary of £30k-£35k depending on experience with bonuses Hybrid working is available and working hours are 9am-5pm If you would like to discuss this role in more detail, please contact Lesley at CKB Recruitment
May 15, 2026
Full time
We are currently recruiting for fast growing and highly ambitious broking group, who have several offices across the UK, and are now keen to add a new Account Handler to their team, to work from their Reading office (based in Pangbourne). This firm have impressive long-term growth plans, backed by an ambitious owner, so offer a great place to work for career motivated individuals. This would be an ideal role for an Account Handler who in the mid to long term would be looking to progress into an Account Executive role. They handle a wide array of commercial risks, including some High Hazard sectors, well as some HNW/personal lines business, but this role will focus on the commercial side of the business. As a Commercial Account Handler, you will be responsible for handling all types of commercial insurance which will include Commercial Combined, Shop, Office, Liability, Motor Fleet, Professional Indemnity, BI and D & O. You will handle a small book of existing clients and be responsible for managing their accounts on a day to day basis, as well as developing your own new business cases too. This office is currently a small team of 9 but they have plans to grow this office quickly, so an exciting time to be joining here. In order to be considered for this role, you will need to have at least 3 years + experience gained already in Commercial Insurance working in a broking role. Individuals who are working towards there CII qualification would be at a distinct advantage however this is not essential. You will have a professional, driven attitude and will be able to establish strong relationships with clients to obtain repeat business. Acturis experience is also preferred. On offer is a salary of £30k-£35k depending on experience with bonuses Hybrid working is available and working hours are 9am-5pm If you would like to discuss this role in more detail, please contact Lesley at CKB Recruitment
Join Our Team as a (B2B Insurance) Operations Administrator! Are you an organised and proactive individual with a passion for delivering exceptional support in the insurance sector? If you have a minimum of 2 years of experience in insurance administration and have a knack for problem-solving, we want to hear from you! About the Role: As a B2B Insurance Operations Administrator, you will be an integral part of our Before the Event Team. Your primary focus will be on supporting Account Handlers and facilitating smooth operations through a range of administrative tasks, including: Coordinating diaries and scheduling internal/external meetings. Assisting with management meetings by preparing agendas and taking notes. Ensuring accurate data entry and maintaining client and partner records. Liaising with business partners to assist with day-to-day account administration and underwriting referrals. Producing reports and supporting training presentations. Monitoring inboxes, handling calls, and responding to queries professionally. Arranging travel and accommodation when necessary. Managing general administrative duties, including post, filing, and document management. What You Bring: We're looking for a candidate who is self-motivated, inquisitive, and adaptable. Your skill set should include: A minimum of 2 years' experience in insurance. Intermediate Excel skills. Excellent email and letter drafting abilities. A confident telephone manner with a friendly approach. Strong written and verbal communication skills, adaptable to your audience. Ability to prioritise and work flexibly across multiple tasks. High computer literacy and attention to detail. Excellent diary and time management skills. Comfort in working independently when required. A commitment to confidentiality and discretion. A customer-first mindset with resilience and a collaborative spirit. What We Offer: In return for your skills and dedication, we provide a supportive and dynamic work environment with a range of excellent perks: Competitive Salary: 24,000 - 28,000 per year (depending on experience). Pension Contributions . Continuous Career Development: Regular appraisals to support your growth. Private Medical Insurance . Wednesday Cakes on us - because who doesn't love a midweek treat? A fantastic working location in Guildford, ideal for commuting (3 days a week). A modern office environment. Financial support towards professional qualifications (CII/CILEx/AAT) after a successful probationary period. Annual Salary Reviews. Available after successful completion of probationary period. Role Details: Job Type: Full-time, Permanent, Hybrid - Mon & Fri WFH Working Pattern: Monday to Friday (9am - 5pm with 1 hr lunch) Location: Guildford (near Central bus station) and free parking 15 mins walk away If you're ready to take the next step in your career and join a team that values initiative and responsibility, apply today! We can't wait to meet you! Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
May 15, 2026
Full time
Join Our Team as a (B2B Insurance) Operations Administrator! Are you an organised and proactive individual with a passion for delivering exceptional support in the insurance sector? If you have a minimum of 2 years of experience in insurance administration and have a knack for problem-solving, we want to hear from you! About the Role: As a B2B Insurance Operations Administrator, you will be an integral part of our Before the Event Team. Your primary focus will be on supporting Account Handlers and facilitating smooth operations through a range of administrative tasks, including: Coordinating diaries and scheduling internal/external meetings. Assisting with management meetings by preparing agendas and taking notes. Ensuring accurate data entry and maintaining client and partner records. Liaising with business partners to assist with day-to-day account administration and underwriting referrals. Producing reports and supporting training presentations. Monitoring inboxes, handling calls, and responding to queries professionally. Arranging travel and accommodation when necessary. Managing general administrative duties, including post, filing, and document management. What You Bring: We're looking for a candidate who is self-motivated, inquisitive, and adaptable. Your skill set should include: A minimum of 2 years' experience in insurance. Intermediate Excel skills. Excellent email and letter drafting abilities. A confident telephone manner with a friendly approach. Strong written and verbal communication skills, adaptable to your audience. Ability to prioritise and work flexibly across multiple tasks. High computer literacy and attention to detail. Excellent diary and time management skills. Comfort in working independently when required. A commitment to confidentiality and discretion. A customer-first mindset with resilience and a collaborative spirit. What We Offer: In return for your skills and dedication, we provide a supportive and dynamic work environment with a range of excellent perks: Competitive Salary: 24,000 - 28,000 per year (depending on experience). Pension Contributions . Continuous Career Development: Regular appraisals to support your growth. Private Medical Insurance . Wednesday Cakes on us - because who doesn't love a midweek treat? A fantastic working location in Guildford, ideal for commuting (3 days a week). A modern office environment. Financial support towards professional qualifications (CII/CILEx/AAT) after a successful probationary period. Annual Salary Reviews. Available after successful completion of probationary period. Role Details: Job Type: Full-time, Permanent, Hybrid - Mon & Fri WFH Working Pattern: Monday to Friday (9am - 5pm with 1 hr lunch) Location: Guildford (near Central bus station) and free parking 15 mins walk away If you're ready to take the next step in your career and join a team that values initiative and responsibility, apply today! We can't wait to meet you! Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Michael Page have partnered with a reputable and progressive Insurance Business in Morley to recruit for a Claims Handler to join their team on a Permanent Basis to start asap. The business are significantly growing have lots of exciting plans for the year in terms of expansion within the department if you are experienced within customer services and passionate about helping and supporting clients we would love to hear from you. Client Details Michael Page have partnered with a reputable and progressive Insurance Business in Morley to recruit for a Claims Handler to join their team on a Permanent Basis to start asap. The business are significantly growing have lots of exciting plans for the year in terms of expansion within the department if you are experienced within customer services and passionate about helping and supporting clients we would love to hear from you. Description As a Claims Handler you will be working as part of a team to support customers with their active cases in relation to their existing products and services. You will be the initial first point of contact for customers gathering all supporting documentation and handling claims and complex cases from start to finish. The role will be mainly supporting customers over the telephone and email alongside occasional webchat platforms and social media. Profile Previous claims or customer service experience Confident telephone manner and excellent communication skills Thrive in a busy targeted environment Passionate about helping and supporting customers An excellent team player Job Offer Salary of 26200+ reputable insurance business in Morley+ exciting time to join the team+ good progression and development+ competitive benefits package+ free parking+ accessible location from Leeds and Bradford+ great team and culture+ no shift patterns or weekends+ immediate interviews being held please apply now to avoid disappointment
May 15, 2026
Full time
Michael Page have partnered with a reputable and progressive Insurance Business in Morley to recruit for a Claims Handler to join their team on a Permanent Basis to start asap. The business are significantly growing have lots of exciting plans for the year in terms of expansion within the department if you are experienced within customer services and passionate about helping and supporting clients we would love to hear from you. Client Details Michael Page have partnered with a reputable and progressive Insurance Business in Morley to recruit for a Claims Handler to join their team on a Permanent Basis to start asap. The business are significantly growing have lots of exciting plans for the year in terms of expansion within the department if you are experienced within customer services and passionate about helping and supporting clients we would love to hear from you. Description As a Claims Handler you will be working as part of a team to support customers with their active cases in relation to their existing products and services. You will be the initial first point of contact for customers gathering all supporting documentation and handling claims and complex cases from start to finish. The role will be mainly supporting customers over the telephone and email alongside occasional webchat platforms and social media. Profile Previous claims or customer service experience Confident telephone manner and excellent communication skills Thrive in a busy targeted environment Passionate about helping and supporting customers An excellent team player Job Offer Salary of 26200+ reputable insurance business in Morley+ exciting time to join the team+ good progression and development+ competitive benefits package+ free parking+ accessible location from Leeds and Bradford+ great team and culture+ no shift patterns or weekends+ immediate interviews being held please apply now to avoid disappointment
Are you working in Commercial Insurance sales? An exciting opportunity for an experienced Insurance professional to join a successful and very friendly Insurance Broker in the South Essex area with great training and career prospects. We are looking for applicants who have prior experience of working within a Commercial Insurance broking and sales environment as an account handler, account executive or sales exec. This role is servicing a book of Commercial business as well as helping to grow and develop the book so there is a big New Business element as well as looking for cross sales at all times. The clients are mainly Commercial so you would be dealing with Property, Construction, Combined, Fleet and Liability business in the main amongst others. There are great opportunities for anyone with real flair for new business to make some real money! This is a fantastic opportunity for someone looking for career progression within the Insurance market as this company offer excellent training facilities along with support towards industry recognised qualifications. A very solid salary, benefits package and career progression come as standard with this excellent broker. Your application will be dealt with in the strictest confidence, apply today for more info.
May 15, 2026
Full time
Are you working in Commercial Insurance sales? An exciting opportunity for an experienced Insurance professional to join a successful and very friendly Insurance Broker in the South Essex area with great training and career prospects. We are looking for applicants who have prior experience of working within a Commercial Insurance broking and sales environment as an account handler, account executive or sales exec. This role is servicing a book of Commercial business as well as helping to grow and develop the book so there is a big New Business element as well as looking for cross sales at all times. The clients are mainly Commercial so you would be dealing with Property, Construction, Combined, Fleet and Liability business in the main amongst others. There are great opportunities for anyone with real flair for new business to make some real money! This is a fantastic opportunity for someone looking for career progression within the Insurance market as this company offer excellent training facilities along with support towards industry recognised qualifications. A very solid salary, benefits package and career progression come as standard with this excellent broker. Your application will be dealt with in the strictest confidence, apply today for more info.
Due to continued growth, our client has a full-time vacancy for an experienced Title Checker to join their team. Key Duties and Responsibilities include: Be capable of dealing with all aspects of a purchase transaction, with focus on reporting to the client and raising legal enquiries on all residential tenures. Check and report on all search results, identify any issues and raise the relevant enquiries. Highlighting to Case Handlers when to report any matters required under CML to the lender. Be responsible and accountable for managing a continuous flow of title checks. To liaise with the live conveyancing teams and provide them with information and assistance for complex transactions as they arise. Have a demonstrable knowledge and experience of the entire conveyancing process ideally in a title checking role. To assist the conveyancing teams, including dealing with replies to enquiries, management packs, mortgage offers and searches. A strong attention to detail, hardworking, with the ability to use their own initiative and work within tight deadlines. Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
May 15, 2026
Full time
Due to continued growth, our client has a full-time vacancy for an experienced Title Checker to join their team. Key Duties and Responsibilities include: Be capable of dealing with all aspects of a purchase transaction, with focus on reporting to the client and raising legal enquiries on all residential tenures. Check and report on all search results, identify any issues and raise the relevant enquiries. Highlighting to Case Handlers when to report any matters required under CML to the lender. Be responsible and accountable for managing a continuous flow of title checks. To liaise with the live conveyancing teams and provide them with information and assistance for complex transactions as they arise. Have a demonstrable knowledge and experience of the entire conveyancing process ideally in a title checking role. To assist the conveyancing teams, including dealing with replies to enquiries, management packs, mortgage offers and searches. A strong attention to detail, hardworking, with the ability to use their own initiative and work within tight deadlines. Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Due to continued growth, our client has a full-time vacancy for an experienced Title Checker to join their team. Key Duties and Responsibilities include: Be capable of dealing with all aspects of a purchase transaction, with focus on reporting to the client and raising legal enquiries on all residential tenures. Check and report on all search results, identify any issues and raise the relevant enquiries. Highlighting to Case Handlers when to report any matters required under CML to the lender. Be responsible and accountable for managing a continuous flow of title checks. To liaise with the live conveyancing teams and provide them with information and assistance for complex transactions as they arise. Have a demonstrable knowledge and experience of the entire conveyancing process ideally in a title checking role. To assist the conveyancing teams, including dealing with replies to enquiries, management packs, mortgage offers and searches. A strong attention to detail, hardworking, with the ability to use their own initiative and work within tight deadlines. Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
May 15, 2026
Full time
Due to continued growth, our client has a full-time vacancy for an experienced Title Checker to join their team. Key Duties and Responsibilities include: Be capable of dealing with all aspects of a purchase transaction, with focus on reporting to the client and raising legal enquiries on all residential tenures. Check and report on all search results, identify any issues and raise the relevant enquiries. Highlighting to Case Handlers when to report any matters required under CML to the lender. Be responsible and accountable for managing a continuous flow of title checks. To liaise with the live conveyancing teams and provide them with information and assistance for complex transactions as they arise. Have a demonstrable knowledge and experience of the entire conveyancing process ideally in a title checking role. To assist the conveyancing teams, including dealing with replies to enquiries, management packs, mortgage offers and searches. A strong attention to detail, hardworking, with the ability to use their own initiative and work within tight deadlines. Due to the large number of responses we receive it is not always possible to respond to every application straight away. Should your skills and experience be a match for this role, or any other vacancy we may have, we will normally contact you within 72 hours of receiving your application. If you wish to apply for further roles please do so.
Team Manager: Private Client Operations Location: Edinburgh (Hybrid: 3 days Office / 2 days Home) Team Size: 14 Account Handlers Package: £50 - £60 K + Benefits The Opportunity: Lead the Engine Room of Private Wealth Our client is a global, employee-owned insurance leader that prioritizes people over policy numbers. We are seeking an operational Team Manager to lead, mentor, and elevate a high-performing team of 14 Private Client Account Handlers in our Edinburgh hub. This isn't a "back-seat" management role. You will be the cultural and technical heartbeat of the team, ensuring that our High-Net-Worth (HNW) clients receive a gold-standard service while fostering an environment where your handlers can thrive, develop, and progress. People Leadership & Coaching Team Orchestration: Lead and inspire a team of 14 Account Handlers, managing day-to-day workflows to ensure seamless client service. Talent Development: Conduct regular 1-to-1s and coaching sessions. You will identify training gaps and mentor handlers through their CII qualification journeys. Performance Management: Set clear KPIs and SMART objectives, ensuring the team stays motivated and aligned with the firm s "client-first" ethos. Recruitment & Onboarding: Lead the hiring process for new talent and ensure a best-in-class integration into the team. Operational Excellence Workflow Management: Oversight of the renewal cycle, mid-term adjustments (MTAs), and new business processing to ensure 100% accuracy and contract certainty. Service Standards: Monitor call quality and correspondence, reducing abandonment rates and ensuring every HNW interaction is sophisticated and professional. Compliance Oversight: Act as the first line of defense for FCA and GDPR compliance, ensuring all 14 handlers adhere to strict UK regulatory standards. Strategic Contribution Process Innovation: Identify "bottlenecks" in the current handling process and implement smarter ways of working. Retention Strategy: Analyze lapse reports and renewal data to drive industry-leading retention rates across the team s portfolio. Stakeholder Collaboration: Build strong internal networks with Brokers and Directors to ensure a unified approach to client wealth management. The Profile Proven Leadership: Experience managing a team of at least 8 10+ individuals within a UK insurance or financial services environment. HNW Expertise: A minimum of 7 years experience in the insurance market, with a deep understanding of the private client sector. Qualified Professional: Dip CII certified (working towards ACII) and ideally ILM Level 3/5 certified. Operational Precision: A data-driven mindset with the ability to manage high volumes of work without compromising on quality. Communication: The ability to influence, de-escalate complex client issues, and motivate a diverse team. Why Join a Leader? Employee Ownership: When the company wins, you win. Access to a unique share scheme that puts the business in your hands. Hybrid Empowerment: A balanced 3:2 hybrid model designed around trust and professional autonomy. Culture of Bravery: We encourage our managers to try new leadership styles and operational ideas. Well-being First: Comprehensive benefits including volunteering days, mental health support, and a commitment to work-life harmony. Are you ready to lead 14 of the best handlers in the business? APPLY TODAY! Cowell Recruitment Ltd is an equal opportunities recruitment agency. E&OE.
May 15, 2026
Full time
Team Manager: Private Client Operations Location: Edinburgh (Hybrid: 3 days Office / 2 days Home) Team Size: 14 Account Handlers Package: £50 - £60 K + Benefits The Opportunity: Lead the Engine Room of Private Wealth Our client is a global, employee-owned insurance leader that prioritizes people over policy numbers. We are seeking an operational Team Manager to lead, mentor, and elevate a high-performing team of 14 Private Client Account Handlers in our Edinburgh hub. This isn't a "back-seat" management role. You will be the cultural and technical heartbeat of the team, ensuring that our High-Net-Worth (HNW) clients receive a gold-standard service while fostering an environment where your handlers can thrive, develop, and progress. People Leadership & Coaching Team Orchestration: Lead and inspire a team of 14 Account Handlers, managing day-to-day workflows to ensure seamless client service. Talent Development: Conduct regular 1-to-1s and coaching sessions. You will identify training gaps and mentor handlers through their CII qualification journeys. Performance Management: Set clear KPIs and SMART objectives, ensuring the team stays motivated and aligned with the firm s "client-first" ethos. Recruitment & Onboarding: Lead the hiring process for new talent and ensure a best-in-class integration into the team. Operational Excellence Workflow Management: Oversight of the renewal cycle, mid-term adjustments (MTAs), and new business processing to ensure 100% accuracy and contract certainty. Service Standards: Monitor call quality and correspondence, reducing abandonment rates and ensuring every HNW interaction is sophisticated and professional. Compliance Oversight: Act as the first line of defense for FCA and GDPR compliance, ensuring all 14 handlers adhere to strict UK regulatory standards. Strategic Contribution Process Innovation: Identify "bottlenecks" in the current handling process and implement smarter ways of working. Retention Strategy: Analyze lapse reports and renewal data to drive industry-leading retention rates across the team s portfolio. Stakeholder Collaboration: Build strong internal networks with Brokers and Directors to ensure a unified approach to client wealth management. The Profile Proven Leadership: Experience managing a team of at least 8 10+ individuals within a UK insurance or financial services environment. HNW Expertise: A minimum of 7 years experience in the insurance market, with a deep understanding of the private client sector. Qualified Professional: Dip CII certified (working towards ACII) and ideally ILM Level 3/5 certified. Operational Precision: A data-driven mindset with the ability to manage high volumes of work without compromising on quality. Communication: The ability to influence, de-escalate complex client issues, and motivate a diverse team. Why Join a Leader? Employee Ownership: When the company wins, you win. Access to a unique share scheme that puts the business in your hands. Hybrid Empowerment: A balanced 3:2 hybrid model designed around trust and professional autonomy. Culture of Bravery: We encourage our managers to try new leadership styles and operational ideas. Well-being First: Comprehensive benefits including volunteering days, mental health support, and a commitment to work-life harmony. Are you ready to lead 14 of the best handlers in the business? APPLY TODAY! Cowell Recruitment Ltd is an equal opportunities recruitment agency. E&OE.
An Insurance Broker with a reputation for tailored and quality service, is continuing to grow and is looking to recruit another talented Commercial Insurance professional into their Client facing team of Account Executives. As a Commercial Account Executive , you will inherit a significant book of Commercial clients, across a wide range of sectors and policies, and you will play a crucial role managing those. Working closely with the Commercial Account Handlers, you will develop strong relationships with your clients and identify their insurance and risk management needs. Additionally, you will collaborate with the Directors in new business activities. Our Client encourages flexible working so, while you'll be spending time visiting Clients, this is a role that can be conducted on a hybrid basis, working from home and their office. Key Responsibilities of the Commercial Account Executive role includes: Lead and manage a portfolio of existing Commercial client accounts Face-to-face client meetings to understand clients' businesses, their risk attitudes, and their approach to insurance and risk management. Identify client demands and needs, as well as gaps in coverage and potential cross-selling/upselling opportunities. Provide comprehensive risk information to Account Handlers, enabling their negotiations with Insurers and offering support when necessary. Deliver well-structured risk presentations to clients, addressing identified demands, needs, and risk exposures. Cultivate and maintain excellent working relationships with Clients, Prospects, Insurers. To be successful as a Commercial Account Executive you will demonstrate: Experience in in a client facing role within Commercial Insurance Strong interpersonal skills, able to build relationships with a wide range of people Focus on quality with a desire to succeed
May 15, 2026
Full time
An Insurance Broker with a reputation for tailored and quality service, is continuing to grow and is looking to recruit another talented Commercial Insurance professional into their Client facing team of Account Executives. As a Commercial Account Executive , you will inherit a significant book of Commercial clients, across a wide range of sectors and policies, and you will play a crucial role managing those. Working closely with the Commercial Account Handlers, you will develop strong relationships with your clients and identify their insurance and risk management needs. Additionally, you will collaborate with the Directors in new business activities. Our Client encourages flexible working so, while you'll be spending time visiting Clients, this is a role that can be conducted on a hybrid basis, working from home and their office. Key Responsibilities of the Commercial Account Executive role includes: Lead and manage a portfolio of existing Commercial client accounts Face-to-face client meetings to understand clients' businesses, their risk attitudes, and their approach to insurance and risk management. Identify client demands and needs, as well as gaps in coverage and potential cross-selling/upselling opportunities. Provide comprehensive risk information to Account Handlers, enabling their negotiations with Insurers and offering support when necessary. Deliver well-structured risk presentations to clients, addressing identified demands, needs, and risk exposures. Cultivate and maintain excellent working relationships with Clients, Prospects, Insurers. To be successful as a Commercial Account Executive you will demonstrate: Experience in in a client facing role within Commercial Insurance Strong interpersonal skills, able to build relationships with a wide range of people Focus on quality with a desire to succeed
Our very successful and growing Client is recruiting a Commercial Account Executive to build on their continued success. In this Account Executive role, you will take over a large book of business, which you will service and look to develop, but your first priority will be retention. This is a book with clients whose premiums range up to 100k and is not trade specific, giving you a great mix of clients. Also they have an excellent reward package to recognise successful Account Executives. These are based on the organic growth of your book and also on any introductions you make to other areas of the Group. To be a successful Commercial Account Executive you will have general Commercial Insurance experience working with a range of Clients, giving you a background with the main classes of business, ideally in a client servicing role already. You will be able to work from home, and flexibly in the office, working with the full support of Account Handlers, all doing everything they can for your clients.
May 15, 2026
Full time
Our very successful and growing Client is recruiting a Commercial Account Executive to build on their continued success. In this Account Executive role, you will take over a large book of business, which you will service and look to develop, but your first priority will be retention. This is a book with clients whose premiums range up to 100k and is not trade specific, giving you a great mix of clients. Also they have an excellent reward package to recognise successful Account Executives. These are based on the organic growth of your book and also on any introductions you make to other areas of the Group. To be a successful Commercial Account Executive you will have general Commercial Insurance experience working with a range of Clients, giving you a background with the main classes of business, ideally in a client servicing role already. You will be able to work from home, and flexibly in the office, working with the full support of Account Handlers, all doing everything they can for your clients.
An Insurance Broker with a reputation for tailored and quality service, is continuing to grow and is looking to recruit another talented Commercial Insurance professional into their Client facing team of Account Executives. As a Commercial Account Executive , you will inherit a significant book of Commercial clients, across a wide range of sectors and policies, and you will play a crucial role managing those. Working closely with the Commercial Account Handlers, you will develop strong relationships with your clients and identify their insurance and risk management needs. Additionally, you will collaborate with the Directors in new business activities. Our Client encourages flexible working so, while you'll be spending time visiting Clients, this is a role that can be conducted on a hybrid basis, working from home and their office. Key Responsibilities of the Commercial Account Executive role includes: Lead and manage a portfolio of existing Commercial client accounts Face-to-face client meetings to understand clients' businesses, their risk attitudes, and their approach to insurance and risk management. Identify client demands and needs, as well as gaps in coverage and potential cross-selling/upselling opportunities. Provide comprehensive risk information to Account Handlers, enabling their negotiations with Insurers and offering support when necessary. Deliver well-structured risk presentations to clients, addressing identified demands, needs, and risk exposures. Cultivate and maintain excellent working relationships with Clients, Prospects, Insurers. To be successful as a Commercial Account Executive you will demonstrate: Experience in in a client facing role within Commercial Insurance Strong interpersonal skills, able to build relationships with a wide range of people Focus on quality with a desire to succeed
May 15, 2026
Full time
An Insurance Broker with a reputation for tailored and quality service, is continuing to grow and is looking to recruit another talented Commercial Insurance professional into their Client facing team of Account Executives. As a Commercial Account Executive , you will inherit a significant book of Commercial clients, across a wide range of sectors and policies, and you will play a crucial role managing those. Working closely with the Commercial Account Handlers, you will develop strong relationships with your clients and identify their insurance and risk management needs. Additionally, you will collaborate with the Directors in new business activities. Our Client encourages flexible working so, while you'll be spending time visiting Clients, this is a role that can be conducted on a hybrid basis, working from home and their office. Key Responsibilities of the Commercial Account Executive role includes: Lead and manage a portfolio of existing Commercial client accounts Face-to-face client meetings to understand clients' businesses, their risk attitudes, and their approach to insurance and risk management. Identify client demands and needs, as well as gaps in coverage and potential cross-selling/upselling opportunities. Provide comprehensive risk information to Account Handlers, enabling their negotiations with Insurers and offering support when necessary. Deliver well-structured risk presentations to clients, addressing identified demands, needs, and risk exposures. Cultivate and maintain excellent working relationships with Clients, Prospects, Insurers. To be successful as a Commercial Account Executive you will demonstrate: Experience in in a client facing role within Commercial Insurance Strong interpersonal skills, able to build relationships with a wide range of people Focus on quality with a desire to succeed
Do you have at least 2 years commercial insurance broking/sales experience? Are you sales focused and looking for the next step in your career or perhaps you are looking for a change of scenery and fancy joining a smaller independent Broker where your hard work is truly rewarded and appreciated? If you can answer yes to these, then we have the perfect opportunity for you to take an exciting step in your insurance career with a truly independent broker who offer a leading commission structure and full study support to achieve your Dip CII. Built on meritocracy, our clients unique company culture rewards self-starters who want to earn some excellent bonuses for their hard work. The role they have available offers someone the chance to deal with SME to mid market type clients, with premiums ranging from £500-50k, dealing with businesses with turnovers from £1-10million. They have extensive data sets for you to work with (near on 45,000 contacts) which are all locally based, as well as potential 300 renewals clients a month (which includes some current clients, lapsed clients and previously quoted clients) so that you can hit the ground running and start producing income from day 1 here. They have an ethos of visiting every client here, and looking after them! They would be interested in talking to you if you are a sales focused Account Handler looking for a step up into a more client facing role, you are currently working for a big corporate and want to move to a smaller independent broker, as well as someone already doing a similar role if you are looking for a change to a business that will reward you will a fantastic commission structure. Target here is £4k income per month, and once above this, they offer from 25-50% commission on all income generated on a sliding scale and based on month to month figures, so no target deficits here! They can offer you a fantastic team environment within a business that are growing year on year and in tern can offer you some excellent career prospects with every member of the team supported to reach Dip level. You ll need to have a solid grounding in commercial insurance with exposure to the main commercial insurance products including Property, Liability, PI, and combined & packaged solutions and you will also be able to communicate clearly and effectively with stakeholders at all levels. They offer a starting basic salary of between £27-35k, plus benefits package which includes 20 days Holiday, plus Christmas off (half day Christmas Eve then back on the 2nd Jan), Pension and Group PA, and a culture built around developing it's staff and you will also be offered full support for professional qualifications. Office hours are Monday to Friday 9am to 5pm. If you would like to discuss this role in more detail, please contact Kieran at CKB Recruitment.
May 15, 2026
Full time
Do you have at least 2 years commercial insurance broking/sales experience? Are you sales focused and looking for the next step in your career or perhaps you are looking for a change of scenery and fancy joining a smaller independent Broker where your hard work is truly rewarded and appreciated? If you can answer yes to these, then we have the perfect opportunity for you to take an exciting step in your insurance career with a truly independent broker who offer a leading commission structure and full study support to achieve your Dip CII. Built on meritocracy, our clients unique company culture rewards self-starters who want to earn some excellent bonuses for their hard work. The role they have available offers someone the chance to deal with SME to mid market type clients, with premiums ranging from £500-50k, dealing with businesses with turnovers from £1-10million. They have extensive data sets for you to work with (near on 45,000 contacts) which are all locally based, as well as potential 300 renewals clients a month (which includes some current clients, lapsed clients and previously quoted clients) so that you can hit the ground running and start producing income from day 1 here. They have an ethos of visiting every client here, and looking after them! They would be interested in talking to you if you are a sales focused Account Handler looking for a step up into a more client facing role, you are currently working for a big corporate and want to move to a smaller independent broker, as well as someone already doing a similar role if you are looking for a change to a business that will reward you will a fantastic commission structure. Target here is £4k income per month, and once above this, they offer from 25-50% commission on all income generated on a sliding scale and based on month to month figures, so no target deficits here! They can offer you a fantastic team environment within a business that are growing year on year and in tern can offer you some excellent career prospects with every member of the team supported to reach Dip level. You ll need to have a solid grounding in commercial insurance with exposure to the main commercial insurance products including Property, Liability, PI, and combined & packaged solutions and you will also be able to communicate clearly and effectively with stakeholders at all levels. They offer a starting basic salary of between £27-35k, plus benefits package which includes 20 days Holiday, plus Christmas off (half day Christmas Eve then back on the 2nd Jan), Pension and Group PA, and a culture built around developing it's staff and you will also be offered full support for professional qualifications. Office hours are Monday to Friday 9am to 5pm. If you would like to discuss this role in more detail, please contact Kieran at CKB Recruitment.
IBA Account Handler Your new company An established and progressive insurance brokerage based in London, offering a hybrid working pattern (typically 2-3 days in the office). The business is recognised for its inclusive culture, strong focus on employee growth, and lively office environment. With an emphasis on flexibility, wellbeing, and long-term development, this is a place where you're encouraged to shape your role and build a career across a wider group. Your new role As an IBA Account Handler, you will oversee a portfolio of client accounts and manage all aspects of Insurance Broking Accounts (IBA) across multiple brands. Your responsibilities will include: Investigating and allocating cash Leading credit control activity and ensuring prompt debt collection Processing payments for claims and return premiums Producing accurate, timely MI reports Working with internal teams and external partners to resolve queries Preparing and issuing statements of account ️ Ensuring adherence to FCA CASS 5 Client Money Rules ️ Maintaining accurate ledgers and financial records Identifying potential bad debts and escalating where required Building strong working relationships to support financial performance This is a detail-focused, client-centric role where your financial expertise and communication skills will be essential. What you'll need to succeed Previous experience in an IBA role Strong MS Office capability Knowledge of Global XB (advantageous) Excellent written and verbal communication skills Ability to influence stakeholders and resolve issues effectively A proactive, resilient, and professional approach What you'll get in return Competitive salary 10% employer pension contribution (with 5% employee input) Generous annual leave allowance Private medical insurance Annual bonus scheme Discounts at major retailers, gyms, restaurants, and more ️ Access to wellbeing initiatives and career development support A vibrant, inclusive culture with regular social events and recognition programmes What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
May 15, 2026
Full time
IBA Account Handler Your new company An established and progressive insurance brokerage based in London, offering a hybrid working pattern (typically 2-3 days in the office). The business is recognised for its inclusive culture, strong focus on employee growth, and lively office environment. With an emphasis on flexibility, wellbeing, and long-term development, this is a place where you're encouraged to shape your role and build a career across a wider group. Your new role As an IBA Account Handler, you will oversee a portfolio of client accounts and manage all aspects of Insurance Broking Accounts (IBA) across multiple brands. Your responsibilities will include: Investigating and allocating cash Leading credit control activity and ensuring prompt debt collection Processing payments for claims and return premiums Producing accurate, timely MI reports Working with internal teams and external partners to resolve queries Preparing and issuing statements of account ️ Ensuring adherence to FCA CASS 5 Client Money Rules ️ Maintaining accurate ledgers and financial records Identifying potential bad debts and escalating where required Building strong working relationships to support financial performance This is a detail-focused, client-centric role where your financial expertise and communication skills will be essential. What you'll need to succeed Previous experience in an IBA role Strong MS Office capability Knowledge of Global XB (advantageous) Excellent written and verbal communication skills Ability to influence stakeholders and resolve issues effectively A proactive, resilient, and professional approach What you'll get in return Competitive salary 10% employer pension contribution (with 5% employee input) Generous annual leave allowance Private medical insurance Annual bonus scheme Discounts at major retailers, gyms, restaurants, and more ️ Access to wellbeing initiatives and career development support A vibrant, inclusive culture with regular social events and recognition programmes What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
IBA Client Account Handler - Fully Remote Your new company A prominent specialist insurance broker based in London, celebrated for its energetic culture, flexible hybrid working model, and strong dedication to employee development. With a typical pattern of 2-3 days in the office, this organisation provides a dynamic environment where your expertise is recognised and your career progression is genuinely supported. Diversity, innovation, and collaboration sit at the core of their approach. Your new role As an IBA Client Account Handler, you will oversee a portfolio of client accounts across multiple brands, playing a key role in maintaining the financial integrity of the business. Your responsibilities will include: Investigating and allocating cash Leading credit control activity and ensuring prompt debt recovery Processing payments for claims and return premiums Producing accurate and timely management information (MI) Working closely with internal teams and external stakeholders to resolve queries ️ Ensuring full compliance with FCA CASS 5 Client Money Rules ️ Maintaining accurate and up-to-date accounting ledgers and records Building strong working relationships to support financial performance This is a hands-on, detail-driven role where your accuracy, resilience, and communication skills will be essential. What you'll need to succeed Proven experience in an IBA role or Credit Control in an insurance business Strong MS Office skills Knowledge of Global XB (preferred) Excellent communication and stakeholder management abilities A proactive, professional, and determined approach What you'll get in return Competitive salary Generous annual leave entitlement Private medical insurance Annual bonus scheme Discounts at major retailers, gyms, restaurants, and more ️ Access to wellbeing programmes and career development support A vibrant, inclusive culture with regular social events and recognition initiatives What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
May 15, 2026
Full time
IBA Client Account Handler - Fully Remote Your new company A prominent specialist insurance broker based in London, celebrated for its energetic culture, flexible hybrid working model, and strong dedication to employee development. With a typical pattern of 2-3 days in the office, this organisation provides a dynamic environment where your expertise is recognised and your career progression is genuinely supported. Diversity, innovation, and collaboration sit at the core of their approach. Your new role As an IBA Client Account Handler, you will oversee a portfolio of client accounts across multiple brands, playing a key role in maintaining the financial integrity of the business. Your responsibilities will include: Investigating and allocating cash Leading credit control activity and ensuring prompt debt recovery Processing payments for claims and return premiums Producing accurate and timely management information (MI) Working closely with internal teams and external stakeholders to resolve queries ️ Ensuring full compliance with FCA CASS 5 Client Money Rules ️ Maintaining accurate and up-to-date accounting ledgers and records Building strong working relationships to support financial performance This is a hands-on, detail-driven role where your accuracy, resilience, and communication skills will be essential. What you'll need to succeed Proven experience in an IBA role or Credit Control in an insurance business Strong MS Office skills Knowledge of Global XB (preferred) Excellent communication and stakeholder management abilities A proactive, professional, and determined approach What you'll get in return Competitive salary Generous annual leave entitlement Private medical insurance Annual bonus scheme Discounts at major retailers, gyms, restaurants, and more ️ Access to wellbeing programmes and career development support A vibrant, inclusive culture with regular social events and recognition initiatives What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Complaints Handler - Financial Services (Remote) Salary: From £30,000 per annum Location: Remote (must be UK-based) Contract: Permanent, Full-Time Shifts: Mon-Sat, 8am - 8pm, 40 hours per week Start Dates: Various throughout 2026 Must have minimum 12 months complaints experience in a financial services environment. About the Role We are seeking highly motivated and customer-focused individuals to join our team as Complaints Handlers within a regulated financial services environment. This is a fully remote opportunity offering stability, structured training, and long-term career development. You will be responsible for managing and resolving customer complaints, including moderately complex and regulated cases, ensuring fair outcomes and excellent service delivery at every stage. Training & Development 2 weeks initial training 2 weeks Grad Bay supported environment Ongoing development through structured training and coaching Key Responsibilities Handle and resolve customer complaints in line with regulatory requirements and internal policies Investigate complex cases, ensuring fair and timely outcomes within SLA deadlines Communicate clearly with customers via phone, email, and written correspondence Prepare reports, letters, and case documentation to a high standard Manage multiple cases effectively, prioritising workload and deadlines Identify potential customer retention or improvement opportunities Maintain accurate records and produce data-driven reports Adhere to compliance frameworks, risk controls, and internal procedures at all times Essential Experience Minimum 12 months' complaint handling experience in a UK financial services regulated environment Strong verbal and written communication skills Excellent telephone manner with the ability to build rapport and trust Proven ability to manage workloads and meet deadlines Skilled in objection handling while maintaining professionalism Background Checks All offers are subject to satisfactory completion of: Right to Work in the UK Criminal Record Check Credit Check CIFAS and Sanctions Checks Any additional role-related screening Why Join Us? Fully remote working Structured onboarding and support Competitive salary Opportunity to grow within a regulated financial services environment Dynamic and fast-paced role with real impact Disclaimer CCA Recruitment Group is an employment agency with a legitimate interest in providing work finding services. Please be advised that by submitting your CV to CCA Recruitment Group, directly or via any of our job advertisement platforms, and all telephone calls may be recorded for training and auditing purposes, your personal data will be held on our secure internal CRM system indefinitely. The personal data contained therein will not be shared with any third parties without your express consent. As an individual, you have the right to withdraw consent at any time. Following a period of 10 years inactivity your CV will be deleted permanently from our database.
May 14, 2026
Full time
Complaints Handler - Financial Services (Remote) Salary: From £30,000 per annum Location: Remote (must be UK-based) Contract: Permanent, Full-Time Shifts: Mon-Sat, 8am - 8pm, 40 hours per week Start Dates: Various throughout 2026 Must have minimum 12 months complaints experience in a financial services environment. About the Role We are seeking highly motivated and customer-focused individuals to join our team as Complaints Handlers within a regulated financial services environment. This is a fully remote opportunity offering stability, structured training, and long-term career development. You will be responsible for managing and resolving customer complaints, including moderately complex and regulated cases, ensuring fair outcomes and excellent service delivery at every stage. Training & Development 2 weeks initial training 2 weeks Grad Bay supported environment Ongoing development through structured training and coaching Key Responsibilities Handle and resolve customer complaints in line with regulatory requirements and internal policies Investigate complex cases, ensuring fair and timely outcomes within SLA deadlines Communicate clearly with customers via phone, email, and written correspondence Prepare reports, letters, and case documentation to a high standard Manage multiple cases effectively, prioritising workload and deadlines Identify potential customer retention or improvement opportunities Maintain accurate records and produce data-driven reports Adhere to compliance frameworks, risk controls, and internal procedures at all times Essential Experience Minimum 12 months' complaint handling experience in a UK financial services regulated environment Strong verbal and written communication skills Excellent telephone manner with the ability to build rapport and trust Proven ability to manage workloads and meet deadlines Skilled in objection handling while maintaining professionalism Background Checks All offers are subject to satisfactory completion of: Right to Work in the UK Criminal Record Check Credit Check CIFAS and Sanctions Checks Any additional role-related screening Why Join Us? Fully remote working Structured onboarding and support Competitive salary Opportunity to grow within a regulated financial services environment Dynamic and fast-paced role with real impact Disclaimer CCA Recruitment Group is an employment agency with a legitimate interest in providing work finding services. Please be advised that by submitting your CV to CCA Recruitment Group, directly or via any of our job advertisement platforms, and all telephone calls may be recorded for training and auditing purposes, your personal data will be held on our secure internal CRM system indefinitely. The personal data contained therein will not be shared with any third parties without your express consent. As an individual, you have the right to withdraw consent at any time. Following a period of 10 years inactivity your CV will be deleted permanently from our database.
IBA Account Handler - 6 Month FTC - Remote Your new company You'll be joining a dynamic and fast-growing specialist business within a wider leading UK group, known for its supportive culture, professional development opportunities and flexible approach to work. The organisation is proud of its inclusive environment, offering access to wellbeing programmes, study support, staff awards, community initiatives, and a range of benefits from medical insurance to generous pension contributions. Offices are energetic and collaborative, while still offering the balance employees need. Your new role As an IBA Account Handler, you will be responsible for managing a portfolio of client accounts across multiple brands. You'll oversee the full lifecycle of account handling including debt collection, cash allocation, credit control, claims and return-premium payments, and ensuring client ledgers remain accurate and up to date. You'll produce timely management information, liaise regularly with internal teams, resolve cash queries, monitor payments to brokers, and maintain clear and comprehensive records. What you'll need to succeed - Previous experience in an IBA or similar accounting role- Strong working knowledge of MS Office - Websure system experience advantageous - Excellent organisation, accuracy and attention to detail - Strong communication skills and confidence liaising with internal and external stakeholders - Ability to manage deadlines, resolve queries and maintain high standards of ledger control - A proactive approach to problem-solving and delivering results - Understanding of FCA client money requirements (desirable) What you'll get in return - Competitive salary and group annual bonus scheme- Remote Working - 10% employer pension contribution (with 5% employee input) - Private Medical Insurance & Life Assurance (x4 salary) - Group Income Protection - Generous annual leave entitlement What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
May 14, 2026
Full time
IBA Account Handler - 6 Month FTC - Remote Your new company You'll be joining a dynamic and fast-growing specialist business within a wider leading UK group, known for its supportive culture, professional development opportunities and flexible approach to work. The organisation is proud of its inclusive environment, offering access to wellbeing programmes, study support, staff awards, community initiatives, and a range of benefits from medical insurance to generous pension contributions. Offices are energetic and collaborative, while still offering the balance employees need. Your new role As an IBA Account Handler, you will be responsible for managing a portfolio of client accounts across multiple brands. You'll oversee the full lifecycle of account handling including debt collection, cash allocation, credit control, claims and return-premium payments, and ensuring client ledgers remain accurate and up to date. You'll produce timely management information, liaise regularly with internal teams, resolve cash queries, monitor payments to brokers, and maintain clear and comprehensive records. What you'll need to succeed - Previous experience in an IBA or similar accounting role- Strong working knowledge of MS Office - Websure system experience advantageous - Excellent organisation, accuracy and attention to detail - Strong communication skills and confidence liaising with internal and external stakeholders - Ability to manage deadlines, resolve queries and maintain high standards of ledger control - A proactive approach to problem-solving and delivering results - Understanding of FCA client money requirements (desirable) What you'll get in return - Competitive salary and group annual bonus scheme- Remote Working - 10% employer pension contribution (with 5% employee input) - Private Medical Insurance & Life Assurance (x4 salary) - Group Income Protection - Generous annual leave entitlement What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Job Title: Customer Service First Response Unit Claims Handler Location: Liverpool Salary: 26,938 per annum plus the opportunity to earn a performance-related bonus of 4200 paid on a quarterly basis, once established within your role Job Type: Full Time, Permanent Working hours: 37.5 hours per week; Monday to Friday 8.00am - 8.00pm(on a rota basis) 1 in 3 Weekends 9.00am-5.00pm. What you will be doing: Providing a professional and proactive response in assessing claims in line with policy and procedure Providing an empathetic service to clients who have been involved in road traffic incidents Liaise with external companies and internal departments in a timely and professional manner in order to effectively process the customers claim notification To resolve any issues avoiding expressions of dissatisfaction escalating into complaints Handle First Notification of Loss (FNOL) calls, entering relevant claims details To monitor and manage claims ensuring all services are provided in an agreed timescale Assessing new claims in accordance with policy terms and conditions Identify and initiate any potential recoveries from 3rd parties Handle any complaints in line with FCA guidelines Identifying key requirements for replacement vehicles Work to agreed SLA's and KPI's What we're looking for: Excellent customer service skills Naturally empathetic and the ability to connect with people Quick fast paced problem-solving ability Positive can-do attitude Good IT skills and a confident communicator Passionate about working as part of a team Have the ability to make fast, informed decisions Excellent organisational and prioritisation skills with a strong attention to detail Have a desire to develop skills and experience within the insurance industry. The Ability to deal with challenging customers and third party insurers Grow with Acorn At Acorn Insurance, we're proud of our Liverpool roots - and even prouder of how far we've come. As part of the Acorn Group, we bring over 40 years of specialist insurance expertise to the table. From humble beginnings, we've grown into a national leader, now employing 1,700+ people across the UK and reached a milestone 750 million in total value of insurance policies written in 2024. We're growing fast, with new opportunities emerging every week. That growth is largely due to the values we share: We run through walls for our customers and each other We challenge the status quo We succeed when we help those around us succeed We decide quickly when the smart thing to do is use our judgement Benefits: A maximum of 35 days' holiday (depending on role and tenure) including bank holidays, with additional buy/sell options 24/7 mental health support & free counselling available Grow with us: Through career fairs, leadership programs, and learning on the go! Flexible benefits, including early access to salary via our internal platform Hybrid working options to support work-life balance and individual needs Recognition awards, social events & more Our Commitment to our colleague's: These aren't just words - they're the principles we live by. And we're proud to back them up with real action, earning recognition and accreditation from leading organisations that share our commitment to people and growth: Mindful Employer - championing mental health and wellbeing Disability Confident Level 1 & 2 - creating accessible, inclusive opportunities Menopause Friendly accredited - supporting every stage of life Armed Forces Covenant signatory - honouring those who serve Armed Forces Defence employer recognition scheme - Supporting those who serve Great Places to Work 2024/25 - fostering an engaging and positive workplace culture Best Place to Work for Development - proud to be investing in people's future Best Place to Work for Women - breaking down barriers to women's career progression If you're looking for a company with a strong culture, real career progression, and a people-first approach - all rooted in the heart of Liverpool - Grow with Acorn. A Few Things to Know Before You Apply If your application is successful, we will commence relevant employment checks prior to you commencing employment with us. These will include a standard criminal record check and an insolvency register check. Visa Requirements Because our training is quite comprehensive, we can only consider applicants who have at least one year remaining on their Graduate or Post-Study Work visa. At the moment, we're not able to offer visa sponsorship. We're Here to Support You We're committed to creating an inclusive, supportive workplace where everyone can flourish. If you need any adjustments during the recruitment process-or once you're part of the team-just let us know. Whether it's flexible hours, adapted equipment, or a bit of extra support, we'll work with you to make sure you can do your best work. Please click the APPLY button to submit your CV for this role. Candidates with experience or relevant job titles of: Customer Claims Executive, Claims Account Manager, Claims Customer Service, Claims Advisor, Claims Assistant may all be considered.
May 14, 2026
Full time
Job Title: Customer Service First Response Unit Claims Handler Location: Liverpool Salary: 26,938 per annum plus the opportunity to earn a performance-related bonus of 4200 paid on a quarterly basis, once established within your role Job Type: Full Time, Permanent Working hours: 37.5 hours per week; Monday to Friday 8.00am - 8.00pm(on a rota basis) 1 in 3 Weekends 9.00am-5.00pm. What you will be doing: Providing a professional and proactive response in assessing claims in line with policy and procedure Providing an empathetic service to clients who have been involved in road traffic incidents Liaise with external companies and internal departments in a timely and professional manner in order to effectively process the customers claim notification To resolve any issues avoiding expressions of dissatisfaction escalating into complaints Handle First Notification of Loss (FNOL) calls, entering relevant claims details To monitor and manage claims ensuring all services are provided in an agreed timescale Assessing new claims in accordance with policy terms and conditions Identify and initiate any potential recoveries from 3rd parties Handle any complaints in line with FCA guidelines Identifying key requirements for replacement vehicles Work to agreed SLA's and KPI's What we're looking for: Excellent customer service skills Naturally empathetic and the ability to connect with people Quick fast paced problem-solving ability Positive can-do attitude Good IT skills and a confident communicator Passionate about working as part of a team Have the ability to make fast, informed decisions Excellent organisational and prioritisation skills with a strong attention to detail Have a desire to develop skills and experience within the insurance industry. The Ability to deal with challenging customers and third party insurers Grow with Acorn At Acorn Insurance, we're proud of our Liverpool roots - and even prouder of how far we've come. As part of the Acorn Group, we bring over 40 years of specialist insurance expertise to the table. From humble beginnings, we've grown into a national leader, now employing 1,700+ people across the UK and reached a milestone 750 million in total value of insurance policies written in 2024. We're growing fast, with new opportunities emerging every week. That growth is largely due to the values we share: We run through walls for our customers and each other We challenge the status quo We succeed when we help those around us succeed We decide quickly when the smart thing to do is use our judgement Benefits: A maximum of 35 days' holiday (depending on role and tenure) including bank holidays, with additional buy/sell options 24/7 mental health support & free counselling available Grow with us: Through career fairs, leadership programs, and learning on the go! Flexible benefits, including early access to salary via our internal platform Hybrid working options to support work-life balance and individual needs Recognition awards, social events & more Our Commitment to our colleague's: These aren't just words - they're the principles we live by. And we're proud to back them up with real action, earning recognition and accreditation from leading organisations that share our commitment to people and growth: Mindful Employer - championing mental health and wellbeing Disability Confident Level 1 & 2 - creating accessible, inclusive opportunities Menopause Friendly accredited - supporting every stage of life Armed Forces Covenant signatory - honouring those who serve Armed Forces Defence employer recognition scheme - Supporting those who serve Great Places to Work 2024/25 - fostering an engaging and positive workplace culture Best Place to Work for Development - proud to be investing in people's future Best Place to Work for Women - breaking down barriers to women's career progression If you're looking for a company with a strong culture, real career progression, and a people-first approach - all rooted in the heart of Liverpool - Grow with Acorn. A Few Things to Know Before You Apply If your application is successful, we will commence relevant employment checks prior to you commencing employment with us. These will include a standard criminal record check and an insolvency register check. Visa Requirements Because our training is quite comprehensive, we can only consider applicants who have at least one year remaining on their Graduate or Post-Study Work visa. At the moment, we're not able to offer visa sponsorship. We're Here to Support You We're committed to creating an inclusive, supportive workplace where everyone can flourish. If you need any adjustments during the recruitment process-or once you're part of the team-just let us know. Whether it's flexible hours, adapted equipment, or a bit of extra support, we'll work with you to make sure you can do your best work. Please click the APPLY button to submit your CV for this role. Candidates with experience or relevant job titles of: Customer Claims Executive, Claims Account Manager, Claims Customer Service, Claims Advisor, Claims Assistant may all be considered.
Exchange Street Executive Search
Newcastle Upon Tyne, Tyne And Wear
Our client is currently seeking an experienced Building Surveyor for Newcastle. You will mainly deal with Latent Defect claims on both delegated and retained Authority basis and have experience managing construction claims. The Role is Hybrid covering Newcastle and the North East. The Role Claim Evaluation: Review all information from clients and claim handlers and conduct detailed site visits to validate claims for policy coverage and scope. Customer Interaction: Communicate with policyholders to gather additional information and inform them of policy liability and scope decisions. Claim Validation: Use company tools to create repair schedules and validate variations requests based on policy terms. Be able to interpret policy wordings and apply insurer claims' handling philosophies and guidelines. Project Management: Oversee the entire claim process, from damage assessment, validation, repair scoping / scheduling, fulfilment to final report submission. Compliance: Ensure all processes comply with company policies, procedures, and Health & Safety legislation. Contractor Management: Appoint relevant contractors (e.g., asbestos, drying and restoration specialists, building contractors, etc) and provide clear instructions from the outset of the claim. Skills / Qualifications Relevant technical / Loss Adjusting experience is desired. Degree in Building Surveying (BSC Hons). Ideally MRICS / MCIOB qualified (or working towards). Conversant with CAD, CDM Regs 2015, Party Wall Act 1996, Building Regulation and Planning Legislation. Strong communication skills, both written and verbal. Excellent customer service, organizational & communication skills. Interested applicants should apply online or forward their CV to Dave Clements at Exchange Street Claims - (url removed), Job Ref: DC1037. For all other vacancies, take a look at our website - (url removed)
May 14, 2026
Full time
Our client is currently seeking an experienced Building Surveyor for Newcastle. You will mainly deal with Latent Defect claims on both delegated and retained Authority basis and have experience managing construction claims. The Role is Hybrid covering Newcastle and the North East. The Role Claim Evaluation: Review all information from clients and claim handlers and conduct detailed site visits to validate claims for policy coverage and scope. Customer Interaction: Communicate with policyholders to gather additional information and inform them of policy liability and scope decisions. Claim Validation: Use company tools to create repair schedules and validate variations requests based on policy terms. Be able to interpret policy wordings and apply insurer claims' handling philosophies and guidelines. Project Management: Oversee the entire claim process, from damage assessment, validation, repair scoping / scheduling, fulfilment to final report submission. Compliance: Ensure all processes comply with company policies, procedures, and Health & Safety legislation. Contractor Management: Appoint relevant contractors (e.g., asbestos, drying and restoration specialists, building contractors, etc) and provide clear instructions from the outset of the claim. Skills / Qualifications Relevant technical / Loss Adjusting experience is desired. Degree in Building Surveying (BSC Hons). Ideally MRICS / MCIOB qualified (or working towards). Conversant with CAD, CDM Regs 2015, Party Wall Act 1996, Building Regulation and Planning Legislation. Strong communication skills, both written and verbal. Excellent customer service, organizational & communication skills. Interested applicants should apply online or forward their CV to Dave Clements at Exchange Street Claims - (url removed), Job Ref: DC1037. For all other vacancies, take a look at our website - (url removed)
COMMERCIAL ACCOUNT HANDLER MILTON KEYNES - CENTRAL UP TO 40,000 THE OPPORTUNITY: I'm working with one of the fastest growing networks of Brokers in the UK who are looking to expand their friendly Commercial Team. They're looking for Insurance professionals with a variety of experience and with unrivalled training opportunities this is a great company to progress in your career. So, if you are a Broker or Account Handler or have relevant experience within Commercial Insurance and are looking to take your career to the next level this could be the perfect next move for you. THE ROLE: To ensure that broker presentations are auctioned and administered in a timely and efficient manner, To ensure that quotations via the Broking desk are delivered on time with all the relevant information, To assist in interpreting Broker needs and provide solutions. Liaising with Underwriters and insurers ensuring opportunities are maximised. To ensure the correct recording of all Broking Desk placements To assist with the preparation of Management Information as required To provide additional support to help to the Commercial Desk Team to ensure mid-term adjustments and quotes are auctioned in a timely and effective manner. EXPERIENCE: Commercial Insurance Experience, Account Handling, Broking, Underwriting or similar experience welcomed. Experience with Acturis or OpenGI Preferred CertCII qualification preferred but not essential BENEFITS Flexible working on request Death in Service Support to study towards Cert CII and further Insurance qualifications Private Medical Insurance TO APPLY We are currently shortlisting for interview so apply today for immediate consideration 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.
May 14, 2026
Full time
COMMERCIAL ACCOUNT HANDLER MILTON KEYNES - CENTRAL UP TO 40,000 THE OPPORTUNITY: I'm working with one of the fastest growing networks of Brokers in the UK who are looking to expand their friendly Commercial Team. They're looking for Insurance professionals with a variety of experience and with unrivalled training opportunities this is a great company to progress in your career. So, if you are a Broker or Account Handler or have relevant experience within Commercial Insurance and are looking to take your career to the next level this could be the perfect next move for you. THE ROLE: To ensure that broker presentations are auctioned and administered in a timely and efficient manner, To ensure that quotations via the Broking desk are delivered on time with all the relevant information, To assist in interpreting Broker needs and provide solutions. Liaising with Underwriters and insurers ensuring opportunities are maximised. To ensure the correct recording of all Broking Desk placements To assist with the preparation of Management Information as required To provide additional support to help to the Commercial Desk Team to ensure mid-term adjustments and quotes are auctioned in a timely and effective manner. EXPERIENCE: Commercial Insurance Experience, Account Handling, Broking, Underwriting or similar experience welcomed. Experience with Acturis or OpenGI Preferred CertCII qualification preferred but not essential BENEFITS Flexible working on request Death in Service Support to study towards Cert CII and further Insurance qualifications Private Medical Insurance TO APPLY We are currently shortlisting for interview so apply today for immediate consideration 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.
Our client is currently seeking an experienced Building Surveyor to deal with subsidence claims operating throughout the Birmingham / West Midlands region. The Role Claim Evaluation : Review all information from clients and claim handlers and conduct detailed site visits to validate claims for policy coverage, determine defect causation and scope of damage. Customer Interaction: Communicate with policyholders to gather additional information and inform them of policy liability and scope decisions. Claim Validation: Use company tools to create repair schedules and validate variations requests based on policy terms. Be able to interpret policy wordings and apply insurer claims' handling philosophies and guidelines Project Management: Oversee the entire claim process, from damage assessment, validation, repair scoping / scheduling, fulfilment to final report submission. Compliance: Ensure all processes comply with company policies, procedures, and Health & Safety legislation. Contractor Management: Appoint relevant contractors (e.g., asbestos, drying and restoration specialists, building contractors, etc) and provide clear instructions from the outset of the claim. Skills / Qualifications Relevant technical / Loss Adjusting experience is desired. Experienced in project management, tender preparation and an expert in the requirements for CDM. Degree in Building Surveying (BSC Hons). Ideally you will be MRICS, C.Build.E or AMIStructE qualified, although this is not essential. Strong communication skills, both written and verbal. Excellent customer service, organizational & communication skills. Interested applicants should apply online or forward their CVs to Dave Clements at Exchange Street Claims (phone number removed), (url removed), Job Ref: DC1011. For all other vacancies, take a look at our website - (url removed)
May 14, 2026
Full time
Our client is currently seeking an experienced Building Surveyor to deal with subsidence claims operating throughout the Birmingham / West Midlands region. The Role Claim Evaluation : Review all information from clients and claim handlers and conduct detailed site visits to validate claims for policy coverage, determine defect causation and scope of damage. Customer Interaction: Communicate with policyholders to gather additional information and inform them of policy liability and scope decisions. Claim Validation: Use company tools to create repair schedules and validate variations requests based on policy terms. Be able to interpret policy wordings and apply insurer claims' handling philosophies and guidelines Project Management: Oversee the entire claim process, from damage assessment, validation, repair scoping / scheduling, fulfilment to final report submission. Compliance: Ensure all processes comply with company policies, procedures, and Health & Safety legislation. Contractor Management: Appoint relevant contractors (e.g., asbestos, drying and restoration specialists, building contractors, etc) and provide clear instructions from the outset of the claim. Skills / Qualifications Relevant technical / Loss Adjusting experience is desired. Experienced in project management, tender preparation and an expert in the requirements for CDM. Degree in Building Surveying (BSC Hons). Ideally you will be MRICS, C.Build.E or AMIStructE qualified, although this is not essential. Strong communication skills, both written and verbal. Excellent customer service, organizational & communication skills. Interested applicants should apply online or forward their CVs to Dave Clements at Exchange Street Claims (phone number removed), (url removed), Job Ref: DC1011. For all other vacancies, take a look at our website - (url removed)
