Portfolio are partnering with a leading HR & Payroll technology business to recruit a Senior Payroll Advisor into their growing specialist Payroll Advisory team. This isn't a traditional payroll role. This is an opportunity for an experienced payroll professional to become the go-to escalation expert for complex payroll and software-related issues, supporting clients who rely on best-in-class payroll technology to keep their businesses running smoothly. You'll work at the intersection of payroll, software, client support, and problem-solving - collaborating with Product, Technical Support, and third-party providers to investigate issues, identify solutions, and deliver an exceptional customer experience. If you enjoy untangling complex payroll queries, troubleshooting technical challenges, and being the person others turn to for answers, this role offers the chance to step into a more specialist, advisory-led position within a fast-growing and forward-thinking business. The Role As a Senior Payroll Advisor, you'll take ownership of complex payroll software and advisory cases, supporting clients with high-level technical and legislative queries while acting as an escalation point for the wider Payroll team. You'll be responsible for investigating issues thoroughly, identifying root causes, replicating software problems within a test environment, and working closely with internal teams to drive resolutions forward. This is a role where your payroll expertise genuinely makes an impact - not only for clients, but also in helping shape product improvements, system enhancements, and internal best practice. What You'll Be Doing Being the go-to escalation expert for complex payroll and software queries Investigating payroll issues, identifying root causes, and finding practical solutions Supporting clients with technical payroll guidance and system troubleshooting Working closely with Product and Technical teams to resolve software issues Replicating bugs in test environments and escalating where needed Advising on payroll corrections, HMRC compliance, and data discrepancies Supporting and mentoring Payroll Advisers on more complex cases Identifying opportunities to improve systems, processes, and client experience Keeping cases updated accurately within Salesforce and managing workloads effectively Building trusted relationships with clients through expert support and problem-solving What We're Looking For Strong technical payroll knowledge with a solid understanding of UK payroll legislation Previous experience supporting payroll software or working within a payroll systems environment Confident understanding of HMRC reporting requirements and payroll compliance Experience troubleshooting payroll discrepancies and reconciling payroll data Strong analytical and problem-solving skills with exceptional attention to detail Ability to communicate confidently with clients, stakeholders, and internal teams Comfortable working in a fast-paced environment managing multiple priorities A naturally inquisitive mindset with the ability to investigate issues thoroughly and think commercially Experience within a bureau, outsourced payroll, or payroll software environment would be highly advantageous Why Join? This is an opportunity to join a business that's investing heavily in its Payroll division and building a specialist team of experts who genuinely influence the direction of the service and software offering. You'll be surrounded by experienced professionals, exposed to complex and varied payroll challenges, and given the opportunity to develop your technical expertise in a highly collaborative environment. Alongside a competitive salary, you'll also benefit from: 25 days holiday plus bank holidays & your birthday off Enhanced pension contributions with service Health Shield & Employee Assistance Programme Group life insurance On-site gym & discounted health club membership Cycle to Work scheme Travel loan scheme Retail, travel & lifestyle discounts Ongoing training, development & progression opportunities If you're ready to step beyond payroll processing and move into a more technical, consultative role where your expertise will genuinely add value, we'd love to hear from you. 51225EML INDBRI The Portfolio Group are acting on behalf of our client in recruiting for this position.
Jun 23, 2026
Full time
Portfolio are partnering with a leading HR & Payroll technology business to recruit a Senior Payroll Advisor into their growing specialist Payroll Advisory team. This isn't a traditional payroll role. This is an opportunity for an experienced payroll professional to become the go-to escalation expert for complex payroll and software-related issues, supporting clients who rely on best-in-class payroll technology to keep their businesses running smoothly. You'll work at the intersection of payroll, software, client support, and problem-solving - collaborating with Product, Technical Support, and third-party providers to investigate issues, identify solutions, and deliver an exceptional customer experience. If you enjoy untangling complex payroll queries, troubleshooting technical challenges, and being the person others turn to for answers, this role offers the chance to step into a more specialist, advisory-led position within a fast-growing and forward-thinking business. The Role As a Senior Payroll Advisor, you'll take ownership of complex payroll software and advisory cases, supporting clients with high-level technical and legislative queries while acting as an escalation point for the wider Payroll team. You'll be responsible for investigating issues thoroughly, identifying root causes, replicating software problems within a test environment, and working closely with internal teams to drive resolutions forward. This is a role where your payroll expertise genuinely makes an impact - not only for clients, but also in helping shape product improvements, system enhancements, and internal best practice. What You'll Be Doing Being the go-to escalation expert for complex payroll and software queries Investigating payroll issues, identifying root causes, and finding practical solutions Supporting clients with technical payroll guidance and system troubleshooting Working closely with Product and Technical teams to resolve software issues Replicating bugs in test environments and escalating where needed Advising on payroll corrections, HMRC compliance, and data discrepancies Supporting and mentoring Payroll Advisers on more complex cases Identifying opportunities to improve systems, processes, and client experience Keeping cases updated accurately within Salesforce and managing workloads effectively Building trusted relationships with clients through expert support and problem-solving What We're Looking For Strong technical payroll knowledge with a solid understanding of UK payroll legislation Previous experience supporting payroll software or working within a payroll systems environment Confident understanding of HMRC reporting requirements and payroll compliance Experience troubleshooting payroll discrepancies and reconciling payroll data Strong analytical and problem-solving skills with exceptional attention to detail Ability to communicate confidently with clients, stakeholders, and internal teams Comfortable working in a fast-paced environment managing multiple priorities A naturally inquisitive mindset with the ability to investigate issues thoroughly and think commercially Experience within a bureau, outsourced payroll, or payroll software environment would be highly advantageous Why Join? This is an opportunity to join a business that's investing heavily in its Payroll division and building a specialist team of experts who genuinely influence the direction of the service and software offering. You'll be surrounded by experienced professionals, exposed to complex and varied payroll challenges, and given the opportunity to develop your technical expertise in a highly collaborative environment. Alongside a competitive salary, you'll also benefit from: 25 days holiday plus bank holidays & your birthday off Enhanced pension contributions with service Health Shield & Employee Assistance Programme Group life insurance On-site gym & discounted health club membership Cycle to Work scheme Travel loan scheme Retail, travel & lifestyle discounts Ongoing training, development & progression opportunities If you're ready to step beyond payroll processing and move into a more technical, consultative role where your expertise will genuinely add value, we'd love to hear from you. 51225EML INDBRI The Portfolio Group are acting on behalf of our client in recruiting for this position.
Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £60,000 - £65,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 23, 2026
Full time
Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £27,000 Basic Salary £60,000 - £65,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
About Usay Compare Usay Compare is one of the UK's leading comparison services for Health and Protection Insurance. We provide clear, expert and impartial advice to help clients make informed decisions with confidence. Our reputation is built on professionalism, service quality and a people-centred approach. With continued growth across our UK offices, we offer a supportive environment where individuals can develop strong advisory and sales careers. The Opportunity We are looking for an Insurance Sales Adviser to join our established sales team. This role suits someone who is motivated, confident on the phone and able to build rapport quickly. All leads are provided, and there is no cold calling. You will receive comprehensive training and ongoing support to develop your product knowledge and sales capability. This is a performance-driven role, but one where customer service and suitability remain at the core. Key Responsibilities • Manage inbound leads and carry out detailed fact-finding• Provide clear, consultative advice on Private Medical Insurance• Recommend appropriate products from leading UK insurers• Communicate benefits and features confidently and accurately• Handle queries and objections professionally• Meet agreed sales targets and maintain high service standards• Ensure all recommendations remain compliant and suitable About You • Proven phone-based sales experience, ideally in insurance or financial services• Strong communication and listening skills• Confident in handling objections and guiding conversations• Target-driven with a consistent, professional approach• Able to learn and apply product knowledge effectively• Motivated by high performance and quality outcomes What We Offer • £35,000 basic salary• Uncapped commission with high earning potential (OTE £70,000-£100,000+)• Full in-house training and continuous development• Regular performance incentives• Supportive and collaborative team culture• Life Assurance (4x basic salary)• Group Income Protection• Pension scheme with 6% employer contribution• 26 days holiday plus bank holidays• Long Service Awards• Paid volunteering day and charitable initiatives• Additional retail, eyecare and technology benefits If you are driven, professional and looking to build a successful advisory career, we welcome your application. Usay Compare, part of Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.
Jun 22, 2026
Full time
About Usay Compare Usay Compare is one of the UK's leading comparison services for Health and Protection Insurance. We provide clear, expert and impartial advice to help clients make informed decisions with confidence. Our reputation is built on professionalism, service quality and a people-centred approach. With continued growth across our UK offices, we offer a supportive environment where individuals can develop strong advisory and sales careers. The Opportunity We are looking for an Insurance Sales Adviser to join our established sales team. This role suits someone who is motivated, confident on the phone and able to build rapport quickly. All leads are provided, and there is no cold calling. You will receive comprehensive training and ongoing support to develop your product knowledge and sales capability. This is a performance-driven role, but one where customer service and suitability remain at the core. Key Responsibilities • Manage inbound leads and carry out detailed fact-finding• Provide clear, consultative advice on Private Medical Insurance• Recommend appropriate products from leading UK insurers• Communicate benefits and features confidently and accurately• Handle queries and objections professionally• Meet agreed sales targets and maintain high service standards• Ensure all recommendations remain compliant and suitable About You • Proven phone-based sales experience, ideally in insurance or financial services• Strong communication and listening skills• Confident in handling objections and guiding conversations• Target-driven with a consistent, professional approach• Able to learn and apply product knowledge effectively• Motivated by high performance and quality outcomes What We Offer • £35,000 basic salary• Uncapped commission with high earning potential (OTE £70,000-£100,000+)• Full in-house training and continuous development• Regular performance incentives• Supportive and collaborative team culture• Life Assurance (4x basic salary)• Group Income Protection• Pension scheme with 6% employer contribution• 26 days holiday plus bank holidays• Long Service Awards• Paid volunteering day and charitable initiatives• Additional retail, eyecare and technology benefits If you are driven, professional and looking to build a successful advisory career, we welcome your application. Usay Compare, part of Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 22, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 22, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 22, 2026
Full time
Trainee Mortgage Advisor Do you already have at least CeMAP 1 or an equivalent mortgage advice qualification? Are you seeking the first step into a career within the mortgage sector? £27,000 Basic Salary, £2,500 Car Allowance, £55,000+ On Target Earnings Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Our client, a Financial Services brokerage and forward thinking operation, is seeking a Trainee Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. Trainee Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Trainee Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Trainee Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
About Usay Compare Usay Compare is one of the UK's leading comparison services for Health and Protection Insurance. We provide clear, expert and impartial advice to help clients make informed decisions with confidence. Our reputation is built on professionalism, service quality and a people-centred approach. With continued growth across our UK offices, we offer a supportive environment where individuals can develop strong advisory and sales careers. The Opportunity We are looking for an Insurance Sales Adviser to join our established sales team. This role suits someone who is motivated, confident on the phone and able to build rapport quickly. All leads are provided, and there is no cold calling. You will receive comprehensive training and ongoing support to develop your product knowledge and sales capability. This is a performance-driven role, but one where customer service and suitability remain at the core. Key Responsibilities • Manage inbound leads and carry out detailed fact-finding• Provide clear, consultative advice on Private Medical Insurance• Recommend appropriate products from leading UK insurers• Communicate benefits and features confidently and accurately• Handle queries and objections professionally• Meet agreed sales targets and maintain high service standards• Ensure all recommendations remain compliant and suitable About You • Proven phone-based sales experience, ideally in insurance or financial services• Strong communication and listening skills• Confident in handling objections and guiding conversations• Target-driven with a consistent, professional approach• Able to learn and apply product knowledge effectively• Motivated by high performance and quality outcomes What We Offer • £35,000 basic salary + £5,000 London Weighting• Uncapped commission with high earning potential (OTE £70,000-£100,000+)• Full in-house training and continuous development• Regular performance incentives• Supportive and collaborative team culture• Life Assurance (4x basic salary)• Group Income Protection• Pension scheme with 6% employer contribution• 26 days holiday plus bank holidays• Long Service Awards• Paid volunteering day and charitable initiatives• Additional retail, eyecare and technology benefits If you are driven, professional and looking to build a successful advisory career, we welcome your application. Usay Compare, part of Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.
Jun 22, 2026
Full time
About Usay Compare Usay Compare is one of the UK's leading comparison services for Health and Protection Insurance. We provide clear, expert and impartial advice to help clients make informed decisions with confidence. Our reputation is built on professionalism, service quality and a people-centred approach. With continued growth across our UK offices, we offer a supportive environment where individuals can develop strong advisory and sales careers. The Opportunity We are looking for an Insurance Sales Adviser to join our established sales team. This role suits someone who is motivated, confident on the phone and able to build rapport quickly. All leads are provided, and there is no cold calling. You will receive comprehensive training and ongoing support to develop your product knowledge and sales capability. This is a performance-driven role, but one where customer service and suitability remain at the core. Key Responsibilities • Manage inbound leads and carry out detailed fact-finding• Provide clear, consultative advice on Private Medical Insurance• Recommend appropriate products from leading UK insurers• Communicate benefits and features confidently and accurately• Handle queries and objections professionally• Meet agreed sales targets and maintain high service standards• Ensure all recommendations remain compliant and suitable About You • Proven phone-based sales experience, ideally in insurance or financial services• Strong communication and listening skills• Confident in handling objections and guiding conversations• Target-driven with a consistent, professional approach• Able to learn and apply product knowledge effectively• Motivated by high performance and quality outcomes What We Offer • £35,000 basic salary + £5,000 London Weighting• Uncapped commission with high earning potential (OTE £70,000-£100,000+)• Full in-house training and continuous development• Regular performance incentives• Supportive and collaborative team culture• Life Assurance (4x basic salary)• Group Income Protection• Pension scheme with 6% employer contribution• 26 days holiday plus bank holidays• Long Service Awards• Paid volunteering day and charitable initiatives• Additional retail, eyecare and technology benefits If you are driven, professional and looking to build a successful advisory career, we welcome your application. Usay Compare, part of Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
Rochester, Kent
Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £29,000 Basic Salary £65,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits 5 days a week (with 2 Saturdays off each month) Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Mortgage Advisor - Requirements: CEMAP 1 qualified (or equivalent) A valid UK driving licence and your own vehicle A solid work ethic, with the ability to thrive under pressure You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Jun 22, 2026
Full time
Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £29,000 Basic Salary £65,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits 5 days a week (with 2 Saturdays off each month) Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don't be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Mortgage Advisor - Requirements: CEMAP 1 qualified (or equivalent) A valid UK driving licence and your own vehicle A solid work ethic, with the ability to thrive under pressure You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready for a new, exciting and lucrative career as a Mortgage Advisor ? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA's. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
A leading UK Pensions consultancy is seeking an experienced Senior Manager to join their growing Consulting & Governance team. This is a key strategic role for a Pensions professional with strong in house scheme management and governance experience who is looking to broaden their impact across a diverse client portfolio. In this position, you will act as a strategic adviser and Scheme Secretary, providing senior-level governance, Pensions management and secretarial support to trustee boards and executive stakeholders. You will deliver outsourced Pensions management, lead major projects, and play a central role in shaping best practice governance frameworks. Key Responsibilities Act as a Scheme Secretary and strategic adviser to trustee boards and senior stakeholders Deliver outsourced Pensions management and governance oversight Lead and support the delivery of client advice across a wide range of consulting areas Manage key projects, coordinating advisers and ensuring high-quality outcomes Build strong client relationships and support the development of colleagues Contribute to business development and growth opportunities Key Requirements Extensive experience as an in-house Pensions Manager or senior Pensions governance professional Deep technical Pensions knowledge and strong understanding of governance frameworks Excellent communication skills, able to simplify complex issues for varied audiences Strong project management capability, with the ability to balance multiple priorities Collaborative approach and confidence operating at board and executive level Commercial awareness and a proactive, solutions-focused mindset What's on Offer Hybrid working with flexibility across multiple UK office locations A supportive, collaborative culture with strong professional development opportunities Exposure to a diverse client base and high impact strategic work The chance to join a fast-growing organisation with a modern, forward-thinking approach If you're an experienced pensions professional looking for a senior, strategic role with real influence, we'd love to hear from you. Please quote 52430 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Jun 22, 2026
Full time
A leading UK Pensions consultancy is seeking an experienced Senior Manager to join their growing Consulting & Governance team. This is a key strategic role for a Pensions professional with strong in house scheme management and governance experience who is looking to broaden their impact across a diverse client portfolio. In this position, you will act as a strategic adviser and Scheme Secretary, providing senior-level governance, Pensions management and secretarial support to trustee boards and executive stakeholders. You will deliver outsourced Pensions management, lead major projects, and play a central role in shaping best practice governance frameworks. Key Responsibilities Act as a Scheme Secretary and strategic adviser to trustee boards and senior stakeholders Deliver outsourced Pensions management and governance oversight Lead and support the delivery of client advice across a wide range of consulting areas Manage key projects, coordinating advisers and ensuring high-quality outcomes Build strong client relationships and support the development of colleagues Contribute to business development and growth opportunities Key Requirements Extensive experience as an in-house Pensions Manager or senior Pensions governance professional Deep technical Pensions knowledge and strong understanding of governance frameworks Excellent communication skills, able to simplify complex issues for varied audiences Strong project management capability, with the ability to balance multiple priorities Collaborative approach and confidence operating at board and executive level Commercial awareness and a proactive, solutions-focused mindset What's on Offer Hybrid working with flexibility across multiple UK office locations A supportive, collaborative culture with strong professional development opportunities Exposure to a diverse client base and high impact strategic work The chance to join a fast-growing organisation with a modern, forward-thinking approach If you're an experienced pensions professional looking for a senior, strategic role with real influence, we'd love to hear from you. Please quote 52430 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Protection Administrator / Sales Support Camberley Full-Time Permanent Monday Friday 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Protection Administrator / Sales Support to join our client based in their Camberley Branch. Protection Administration Manage protection applications from submission through to policies being placed on risk. Liaise with providers to monitor progress and resolve any issues during underwriting. Proactively chase outstanding requirements, including medical evidence and GP reports. Keep advisers updated on case progress and any provider requirements. Ensure accurate updates are recorded on internal systems and CRM. Maintain clear audit trails and ensure documentation is stored correctly. Client Communication Contact clients where additional information or documentation is required. Provide updates to clients on the progress of their applications. Assist clients with completion of documentation including trust forms. Support the referral process for wills and estate planning services where appropriate. Sales Support Support Protection Advisers by contacting new and existing leads. Attempt to reconnect with clients who: Have not yet responded to previous contact attempts Previously declined advice but may benefit from a review Identify and hot-key high priority leads for advisers. Book appointments into adviser diaries and confirm client availability. Conduct initial information gathering with clients ahead of adviser appointments to improve efficiency of advice meetings. Buildings & Contents Insurance Sales Contact existing clients to discuss their Buildings and Contents Insurance needs at appropriate stages of the mortgage journey and renewal cycle. Identify opportunities from the existing client bank, referrals, outbound campaigns, and internal handovers. Gather relevant client information to obtain quotations and present suitable options. Follow up quotations and outstanding opportunities to maximise conversion rates. Convert warm leads into completed sales in line with agreed targets and service standards. Maintain accurate records of quotes, sales activity, and client outcomes on internal systems. Work closely with advisers and colleagues to maximise cross-sale opportunities. Deliver excellent customer service, ensuring products are presented fairly and transparently. Client Retention Contact clients who have cancelled or lapsed protection policies to understand the reason and identify opportunities for review. Support advisers with re-engaging clients where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture. Skills & Experience Essential Strong administrative and organisational skills Excellent telephone manner and client communication skills Ability to manage multiple cases and tasks simultaneously High attention to detail Comfortable working with internal systems and CRM platforms Desirable Experience within mortgage or protection administration Understanding of protection products (Life Cover, Critical Illness, Income Protection) Experience liaising with insurers and underwriting teams Required Qualifications 4 GCSEs grade 4 / C and above Personal Attributes Professional and client-focused approach Proactive and self-motivated Strong problem-solving skills Ability to work effectively in a fast-paced environment By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
Jun 22, 2026
Full time
Protection Administrator / Sales Support Camberley Full-Time Permanent Monday Friday 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Protection Administrator / Sales Support to join our client based in their Camberley Branch. Protection Administration Manage protection applications from submission through to policies being placed on risk. Liaise with providers to monitor progress and resolve any issues during underwriting. Proactively chase outstanding requirements, including medical evidence and GP reports. Keep advisers updated on case progress and any provider requirements. Ensure accurate updates are recorded on internal systems and CRM. Maintain clear audit trails and ensure documentation is stored correctly. Client Communication Contact clients where additional information or documentation is required. Provide updates to clients on the progress of their applications. Assist clients with completion of documentation including trust forms. Support the referral process for wills and estate planning services where appropriate. Sales Support Support Protection Advisers by contacting new and existing leads. Attempt to reconnect with clients who: Have not yet responded to previous contact attempts Previously declined advice but may benefit from a review Identify and hot-key high priority leads for advisers. Book appointments into adviser diaries and confirm client availability. Conduct initial information gathering with clients ahead of adviser appointments to improve efficiency of advice meetings. Buildings & Contents Insurance Sales Contact existing clients to discuss their Buildings and Contents Insurance needs at appropriate stages of the mortgage journey and renewal cycle. Identify opportunities from the existing client bank, referrals, outbound campaigns, and internal handovers. Gather relevant client information to obtain quotations and present suitable options. Follow up quotations and outstanding opportunities to maximise conversion rates. Convert warm leads into completed sales in line with agreed targets and service standards. Maintain accurate records of quotes, sales activity, and client outcomes on internal systems. Work closely with advisers and colleagues to maximise cross-sale opportunities. Deliver excellent customer service, ensuring products are presented fairly and transparently. Client Retention Contact clients who have cancelled or lapsed protection policies to understand the reason and identify opportunities for review. Support advisers with re-engaging clients where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture. Skills & Experience Essential Strong administrative and organisational skills Excellent telephone manner and client communication skills Ability to manage multiple cases and tasks simultaneously High attention to detail Comfortable working with internal systems and CRM platforms Desirable Experience within mortgage or protection administration Understanding of protection products (Life Cover, Critical Illness, Income Protection) Experience liaising with insurers and underwriting teams Required Qualifications 4 GCSEs grade 4 / C and above Personal Attributes Professional and client-focused approach Proactive and self-motivated Strong problem-solving skills Ability to work effectively in a fast-paced environment By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
One of the UK's leading providers of actuarial and consultancy services are currently looking for a Healthcare & Group Risk administrator to join their Employee Benefits Department. The Health & Group Risk administrator will provide sales support to a mixed portfolio of Healthcare & Welfare services (including Medical insurance, Group Life, Group Income Protection, Dental, PA, International, Occupational Health and Wellness). In addition to this you will be preparing reports for adviser meetings, raising invoices, and issuing to clients, preparing renewals for clients, issuing contracts, and responding to general client/insurer queries. This is the perfect role for someone who is looking to advance their career as there is the potential to progress into an Associate Consultant/Consultant role longer term. In return you will be offered a competitive salary, along with a discretionary bonus scheme and membership to their pension scheme. This could be your chance to be part of a company that has a strong brand name along with excellent career opportunities. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Jun 21, 2026
Full time
One of the UK's leading providers of actuarial and consultancy services are currently looking for a Healthcare & Group Risk administrator to join their Employee Benefits Department. The Health & Group Risk administrator will provide sales support to a mixed portfolio of Healthcare & Welfare services (including Medical insurance, Group Life, Group Income Protection, Dental, PA, International, Occupational Health and Wellness). In addition to this you will be preparing reports for adviser meetings, raising invoices, and issuing to clients, preparing renewals for clients, issuing contracts, and responding to general client/insurer queries. This is the perfect role for someone who is looking to advance their career as there is the potential to progress into an Associate Consultant/Consultant role longer term. In return you will be offered a competitive salary, along with a discretionary bonus scheme and membership to their pension scheme. This could be your chance to be part of a company that has a strong brand name along with excellent career opportunities. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
A well-established local Insurance agency is looking for a Customer Service Adviser to join their friendly, growing team. This is a busy, customer-facing role where you'll support existing clients, handle enquiries, provide quotations and help identify opportunities to cross-sell where appropriate. What you'll be doing Handling incoming calls and emails and providing a great customer experience Providing motor and home insurance quotations and converting quotes into new business Processing policy changes, updates and general insurance transactions Supporting renewals and helping retain existing customers Spotting opportunities to cross-sell additional products and introduce customers to a Financial Adviser when relevant Keeping customer records up to date on the CRM system (Microsoft Dynamics) Supporting proactive outbound activity to generate new opportunities What we're looking for Experience in motor and home insurance (commercial exposure is a bonus, but not essential) Confident, friendly communication skills (phone, email and face-to-face) A genuine "can-do" attitude and pride in delivering excellent service Organised, reliable and able to manage your own workload and deadlines Comfortable using IT systems/CRM and happy learning new products and processes Minimum 5 GCSEs (or equivalent), including Maths and English Benefits Full training and development (technical + sales skills) Support with CII qualifications Supportive, friendly team environment 25 days holiday + bank holidays Free parking Company pension scheme
Jun 19, 2026
Full time
A well-established local Insurance agency is looking for a Customer Service Adviser to join their friendly, growing team. This is a busy, customer-facing role where you'll support existing clients, handle enquiries, provide quotations and help identify opportunities to cross-sell where appropriate. What you'll be doing Handling incoming calls and emails and providing a great customer experience Providing motor and home insurance quotations and converting quotes into new business Processing policy changes, updates and general insurance transactions Supporting renewals and helping retain existing customers Spotting opportunities to cross-sell additional products and introduce customers to a Financial Adviser when relevant Keeping customer records up to date on the CRM system (Microsoft Dynamics) Supporting proactive outbound activity to generate new opportunities What we're looking for Experience in motor and home insurance (commercial exposure is a bonus, but not essential) Confident, friendly communication skills (phone, email and face-to-face) A genuine "can-do" attitude and pride in delivering excellent service Organised, reliable and able to manage your own workload and deadlines Comfortable using IT systems/CRM and happy learning new products and processes Minimum 5 GCSEs (or equivalent), including Maths and English Benefits Full training and development (technical + sales skills) Support with CII qualifications Supportive, friendly team environment 25 days holiday + bank holidays Free parking Company pension scheme
An established, customer-focused Insurance business in the Colchester area is looking for a Customer Service Adviser to join their friendly, growing team. This is a great opportunity for someone who enjoys speaking with customers, delivering a brilliant service, and confidently upselling and cross-selling when it's right for the customer, backed by excellent training and development from day one (including support towards professional qualifications). What you'll be doing as a Customer Service Adviser: You'll support customers across a range of personal lines Insurance products, handling enquiries, quotations, renewals and policy changes, while making the most of sales opportunities on every call. Handling inbound and outbound calls, providing a professional and personable service Producing Insurance quotations and converting opportunities into new and additional business Supporting renewals and retention, building strong customer relationships Processing mid-term adjustments and customer instructions accurately Identifying cross-sell opportunities and making introductions where appropriate Recording and managing leads and activity using a CRM system Building product knowledge over time with structured training and coaching As you develop, supporting smaller business customers (training provided) What we're looking for to be a Customer Service Adviser Previous Insurance customer service experience (motor/home Insurance ideal) Comfortable with sales conversations , including upsell and cross-sell Confident communicator (verbal and written) with a strong telephone manner Good IT skills and the ability to learn new systems quickly Organised, reliable and able to manage your own workload A positive, "can-do" approach and enjoyment of working in a small team Benefits 25,000- 27,000 + bonus (depending on experience) Full training & development (technical knowledge, sales skills) Support towards CII qualifications Supportive, friendly working environment 25 days holiday + bank holidays Free parking (Great Tey area) Company pension scheme
Jun 19, 2026
Full time
An established, customer-focused Insurance business in the Colchester area is looking for a Customer Service Adviser to join their friendly, growing team. This is a great opportunity for someone who enjoys speaking with customers, delivering a brilliant service, and confidently upselling and cross-selling when it's right for the customer, backed by excellent training and development from day one (including support towards professional qualifications). What you'll be doing as a Customer Service Adviser: You'll support customers across a range of personal lines Insurance products, handling enquiries, quotations, renewals and policy changes, while making the most of sales opportunities on every call. Handling inbound and outbound calls, providing a professional and personable service Producing Insurance quotations and converting opportunities into new and additional business Supporting renewals and retention, building strong customer relationships Processing mid-term adjustments and customer instructions accurately Identifying cross-sell opportunities and making introductions where appropriate Recording and managing leads and activity using a CRM system Building product knowledge over time with structured training and coaching As you develop, supporting smaller business customers (training provided) What we're looking for to be a Customer Service Adviser Previous Insurance customer service experience (motor/home Insurance ideal) Comfortable with sales conversations , including upsell and cross-sell Confident communicator (verbal and written) with a strong telephone manner Good IT skills and the ability to learn new systems quickly Organised, reliable and able to manage your own workload A positive, "can-do" approach and enjoyment of working in a small team Benefits 25,000- 27,000 + bonus (depending on experience) Full training & development (technical knowledge, sales skills) Support towards CII qualifications Supportive, friendly working environment 25 days holiday + bank holidays Free parking (Great Tey area) Company pension scheme
Insurance Advisor Growing Local Employer Hybrid Working Are you a confident communicator with a passion for building relationships and helping people make informed decisions? Do you thrive in a consultative sales environment where your efforts directly impact your success? If so, we have an exciting opportunity for you! We're working with a highly respected, locally rooted firm that has built a strong reputation for excellence, integrity, and community involvement. With decades of experience and a loyal client base, they're now looking to expand their team with a dynamic Insurance Adviser who can drive business development and deliver outstanding client service. Job Title: Insurance Advisor Location: Taunton, Somerset (Hybrid role) HYBRID WORKING - Please note that during probation you will need to work full time in the Taunton office, once probation has been passed you will be required to work in the office 2/3 days per week. Salary: Up to 30,000 PA DOE, with OTE of circa 35,000 PA Hours: 35 hours per week, Monday to Friday Benefits: 28 days annual leave plus Bank Holidays, additional day off for your birthday, Group Personal Pension, Bonus Scheme, an array of health and wellbeing benefits, enhanced sick pay and parental leave, support and funding toward study and professional qualification, paid time off for volunteering. What You'll Be Doing: Engaging with new and existing clients to understand their insurance needs Providing tailored advice and solutions across a range of personal and commercial insurance products Building long-term relationships through trust, expertise, and proactive communication Identifying opportunities to grow the client base through networking, referrals, and outreach Working closely with a supportive team of professionals in a collaborative environment What We're Looking For: Ideally, insurance experience, however, if you have experience in a similar regulatory sector then this may also be considered. A natural relationship builder with excellent interpersonal and communication skills Self-motivated, target-driven, and comfortable working independently Ideally Cert CII qualified or willing to work towards it (support provided) A genuine interest in helping people protect what matters most to them Why Join? Be part of a well-established and reputable local employer known for investing in its people Enjoy a positive, team-oriented culture with strong leadership and clear values Access to professional development, training, and career progression opportunities This is more than just a job - it's a chance to grow your career with a company that values your contribution and supports your success. How to apply: Please apply online or send your CV to (url removed). To discuss the opportunity prior to application please call Vicky on (phone number removed) or email (url removed). 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.
Jun 18, 2026
Full time
Insurance Advisor Growing Local Employer Hybrid Working Are you a confident communicator with a passion for building relationships and helping people make informed decisions? Do you thrive in a consultative sales environment where your efforts directly impact your success? If so, we have an exciting opportunity for you! We're working with a highly respected, locally rooted firm that has built a strong reputation for excellence, integrity, and community involvement. With decades of experience and a loyal client base, they're now looking to expand their team with a dynamic Insurance Adviser who can drive business development and deliver outstanding client service. Job Title: Insurance Advisor Location: Taunton, Somerset (Hybrid role) HYBRID WORKING - Please note that during probation you will need to work full time in the Taunton office, once probation has been passed you will be required to work in the office 2/3 days per week. Salary: Up to 30,000 PA DOE, with OTE of circa 35,000 PA Hours: 35 hours per week, Monday to Friday Benefits: 28 days annual leave plus Bank Holidays, additional day off for your birthday, Group Personal Pension, Bonus Scheme, an array of health and wellbeing benefits, enhanced sick pay and parental leave, support and funding toward study and professional qualification, paid time off for volunteering. What You'll Be Doing: Engaging with new and existing clients to understand their insurance needs Providing tailored advice and solutions across a range of personal and commercial insurance products Building long-term relationships through trust, expertise, and proactive communication Identifying opportunities to grow the client base through networking, referrals, and outreach Working closely with a supportive team of professionals in a collaborative environment What We're Looking For: Ideally, insurance experience, however, if you have experience in a similar regulatory sector then this may also be considered. A natural relationship builder with excellent interpersonal and communication skills Self-motivated, target-driven, and comfortable working independently Ideally Cert CII qualified or willing to work towards it (support provided) A genuine interest in helping people protect what matters most to them Why Join? Be part of a well-established and reputable local employer known for investing in its people Enjoy a positive, team-oriented culture with strong leadership and clear values Access to professional development, training, and career progression opportunities This is more than just a job - it's a chance to grow your career with a company that values your contribution and supports your success. How to apply: Please apply online or send your CV to (url removed). To discuss the opportunity prior to application please call Vicky on (phone number removed) or email (url removed). 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.
Associate Financial Planner - Northampton - Up to £50,000 Benefits: Pension contributions matched at 6% (increases to 8% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities Holiday trading Cash plans Childcare vouchers Employee assistance program (EAP) Cycle to work schemes Dental Insurance Travel Insurance Discount / purchase schemes 25 days holidays plus bank holidays Role Overview: As an associate financial planner, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role will involve supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones. General Duties: Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork. Collaborate with CF30 qualified advisers to gather data and create strategic planning documents. Assist in report research and documentation, ensuring compliance with regulatory standards. Conduct research for product recommendations and obtain compliance approval when necessary. Write reports and recommendations for clients, adhering to sales processes and regulatory requirements. Other Duties Specific to Personal Development: Develop skills to eventually manage your own client portfolio within 18 to 24 months. Work towards becoming a Chartered Wealth Manager within the next 12 months to 3 years. What next? If you are a motivated and ambitious individual seeking an opportunity to grow in the financial advisory field, we encourage you to apply. Join our team and embark on a rewarding career with ample room for professional development. Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Jun 18, 2026
Full time
Associate Financial Planner - Northampton - Up to £50,000 Benefits: Pension contributions matched at 6% (increases to 8% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities Holiday trading Cash plans Childcare vouchers Employee assistance program (EAP) Cycle to work schemes Dental Insurance Travel Insurance Discount / purchase schemes 25 days holidays plus bank holidays Role Overview: As an associate financial planner, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role will involve supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones. General Duties: Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork. Collaborate with CF30 qualified advisers to gather data and create strategic planning documents. Assist in report research and documentation, ensuring compliance with regulatory standards. Conduct research for product recommendations and obtain compliance approval when necessary. Write reports and recommendations for clients, adhering to sales processes and regulatory requirements. Other Duties Specific to Personal Development: Develop skills to eventually manage your own client portfolio within 18 to 24 months. Work towards becoming a Chartered Wealth Manager within the next 12 months to 3 years. What next? If you are a motivated and ambitious individual seeking an opportunity to grow in the financial advisory field, we encourage you to apply. Join our team and embark on a rewarding career with ample room for professional development. Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Commercial Account Manager Salary: £40-50k + Bonus + Excellent Benefits Location: London (City) with Hybrid Working Available Are you an experienced Commercial Account Handler looking for something more than a traditional servicing role? Do you enjoy the technical side of commercial insurance but want greater involvement with clients, relationship management and becoming a trusted adviser to businesses? If so, this could be the perfect next step in your career. We're working with a growing and highly respected insurance broker that is looking to appoint a Commercial Account Manager to join its expanding Commercial Division. This is a unique opportunity that sits between a Commercial Account Handler and an Account Executive role, offering the best of both worlds. You'll continue to utilise your technical insurance knowledge whilst gaining greater exposure to client-facing responsibilities, helping businesses navigate their insurance programmes and becoming a key point of contact for a portfolio of clients. The Opportunity You'll be responsible for managing and servicing a varied portfolio of commercial clients, ensuring they receive a first-class service throughout the year. Your responsibilities will include: Managing renewals from start to finish Negotiating terms and premiums with insurers Arranging and amending cover Handling client queries and claims support Providing technical insurance advice and guidance Attending client meetings and renewal presentations Developing strong relationships with business owners and decision-makers Supporting complex placements alongside senior colleagues Identifying opportunities to strengthen and broaden client relationships This is an excellent opportunity for someone who wants to move closer to an Account Executive position without the pressure of a heavily sales-focused new business role. About You We're keen to speak with experienced Commercial Insurance professionals who have a strong technical grounding and enjoy building relationships with clients. You may currently be working as a: Commercial Account Handler Senior Account Handler Client Manager Commercial Insurance Broker Account Manager To be successful, you'll ideally have: Several years' experience managing commercial insurance clients Strong knowledge across a range of commercial insurance products Experience dealing directly with insurers and clients Excellent communication and relationship-building skills Confidence attending client meetings and discussing insurance requirements A proactive and consultative approach to client service Exposure to products such as Commercial Combined, Property, Liability, Motor Fleet, Construction, Cyber and Professional Indemnity would be highly advantageous. What's in it for You? A genuine career development opportunity Pension, death in service, Private Healthcare, 25 days leave + BH's, Free gym access, free pilates classes, commission free insurance products for Home, Motor and Travel Insurance. The chance to bridge the gap between Account Handling and Account Executive responsibilities A supportive and collaborative environment Exposure to a broad and varied client portfolio Hybrid working (Monday and Friday from home) Long-term progression as the business continues to grow If you're looking for a role that offers more client interaction, greater responsibility and a clear path for future development, we'd love to hear from you. For a confidential discussion and full details, apply today or contact Kieran at CKB Recruitment.
Jun 17, 2026
Full time
Commercial Account Manager Salary: £40-50k + Bonus + Excellent Benefits Location: London (City) with Hybrid Working Available Are you an experienced Commercial Account Handler looking for something more than a traditional servicing role? Do you enjoy the technical side of commercial insurance but want greater involvement with clients, relationship management and becoming a trusted adviser to businesses? If so, this could be the perfect next step in your career. We're working with a growing and highly respected insurance broker that is looking to appoint a Commercial Account Manager to join its expanding Commercial Division. This is a unique opportunity that sits between a Commercial Account Handler and an Account Executive role, offering the best of both worlds. You'll continue to utilise your technical insurance knowledge whilst gaining greater exposure to client-facing responsibilities, helping businesses navigate their insurance programmes and becoming a key point of contact for a portfolio of clients. The Opportunity You'll be responsible for managing and servicing a varied portfolio of commercial clients, ensuring they receive a first-class service throughout the year. Your responsibilities will include: Managing renewals from start to finish Negotiating terms and premiums with insurers Arranging and amending cover Handling client queries and claims support Providing technical insurance advice and guidance Attending client meetings and renewal presentations Developing strong relationships with business owners and decision-makers Supporting complex placements alongside senior colleagues Identifying opportunities to strengthen and broaden client relationships This is an excellent opportunity for someone who wants to move closer to an Account Executive position without the pressure of a heavily sales-focused new business role. About You We're keen to speak with experienced Commercial Insurance professionals who have a strong technical grounding and enjoy building relationships with clients. You may currently be working as a: Commercial Account Handler Senior Account Handler Client Manager Commercial Insurance Broker Account Manager To be successful, you'll ideally have: Several years' experience managing commercial insurance clients Strong knowledge across a range of commercial insurance products Experience dealing directly with insurers and clients Excellent communication and relationship-building skills Confidence attending client meetings and discussing insurance requirements A proactive and consultative approach to client service Exposure to products such as Commercial Combined, Property, Liability, Motor Fleet, Construction, Cyber and Professional Indemnity would be highly advantageous. What's in it for You? A genuine career development opportunity Pension, death in service, Private Healthcare, 25 days leave + BH's, Free gym access, free pilates classes, commission free insurance products for Home, Motor and Travel Insurance. The chance to bridge the gap between Account Handling and Account Executive responsibilities A supportive and collaborative environment Exposure to a broad and varied client portfolio Hybrid working (Monday and Friday from home) Long-term progression as the business continues to grow If you're looking for a role that offers more client interaction, greater responsibility and a clear path for future development, we'd love to hear from you. For a confidential discussion and full details, apply today or contact Kieran at CKB Recruitment.
Our client is a highly successful, directly authorised life brokerage providing a range of life and protection products to consumers on an advice basis. As part of the growth plans, they are seeking to appoint an experienced Life and Protection specialist to join their team in Farnborough. The successful candidate will be provided with a mix of leads, including hot key from colleagues who have identified that the client is seeking advice, review leads from their extensive live client base, and fresh web-based leads from the clients own marketing resource. The person Proven track record in working within a similar phone-based protection role providing advice across the whole spectrum in particular income protection. Demonstrable ability to handle objections and rejection within a fast-paced environment. Able to demonstrate a consultative approach to the fact find and sales process. Able to provide proof of pervious 2 years earnings/performance within a similar role. The Rewards Basic salary £35,000. Monthly bonus. Based on the performance of the existing team this gives an OTE of between £60-70,000 pa. Benefits include 25 days holiday p.a. Gym membership, pension, and private medical insurance after a qualifying period. Hours of work are between 9.30 am and 7.00 pm Monday - Thursday, 9 to 5 Friday. If you feel you meet our client's requirements and can demonstrate a successful track record in telephone-based protection sales, please forward an up-to-date CV to us in the strictest of confidence. Please note. It is Knight Temple Recruitment's policy, that we to respond to all applications within three working days. If your application is not taken forward by us your details will not be retained unless you specifically request us to do so. Knight Temple Recruitment is a Recruitment Agency and is advertising this vacancy on behalf of one of its clients.
Jun 17, 2026
Full time
Our client is a highly successful, directly authorised life brokerage providing a range of life and protection products to consumers on an advice basis. As part of the growth plans, they are seeking to appoint an experienced Life and Protection specialist to join their team in Farnborough. The successful candidate will be provided with a mix of leads, including hot key from colleagues who have identified that the client is seeking advice, review leads from their extensive live client base, and fresh web-based leads from the clients own marketing resource. The person Proven track record in working within a similar phone-based protection role providing advice across the whole spectrum in particular income protection. Demonstrable ability to handle objections and rejection within a fast-paced environment. Able to demonstrate a consultative approach to the fact find and sales process. Able to provide proof of pervious 2 years earnings/performance within a similar role. The Rewards Basic salary £35,000. Monthly bonus. Based on the performance of the existing team this gives an OTE of between £60-70,000 pa. Benefits include 25 days holiday p.a. Gym membership, pension, and private medical insurance after a qualifying period. Hours of work are between 9.30 am and 7.00 pm Monday - Thursday, 9 to 5 Friday. If you feel you meet our client's requirements and can demonstrate a successful track record in telephone-based protection sales, please forward an up-to-date CV to us in the strictest of confidence. Please note. It is Knight Temple Recruitment's policy, that we to respond to all applications within three working days. If your application is not taken forward by us your details will not be retained unless you specifically request us to do so. Knight Temple Recruitment is a Recruitment Agency and is advertising this vacancy on behalf of one of its clients.
Protection Administrator / Sales Support Camberley Full-Time - Permanent Monday - Friday - 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Protection Administrator / Sales Support to join our client based in their Camberley Branch. Protection Administration Manage protection applications from submission through to policies being placed on risk. Liaise with providers to monitor progress and resolve any issues during underwriting. Proactively chase outstanding requirements, including medical evidence and GP reports. Keep advisers updated on case progress and any provider requirements. Ensure accurate updates are recorded on internal systems and CRM. Maintain clear audit trails and ensure documentation is stored correctly. Client Communication Contact clients where additional information or documentation is required. Provide updates to clients on the progress of their applications. Assist clients with completion of documentation including trust forms. Support the referral process for wills and estate planning services where appropriate. Sales Support Support Protection Advisers by contacting new and existing leads. Attempt to reconnect with clients who: Have not yet responded to previous contact attempts Previously declined advice but may benefit from a review Identify and hot-key high priority leads for advisers. Book appointments into adviser diaries and confirm client availability. Conduct initial information gathering with clients ahead of adviser appointments to improve efficiency of advice meetings. Buildings & Contents Insurance Sales Contact existing clients to discuss their Buildings and Contents Insurance needs at appropriate stages of the mortgage journey and renewal cycle. Identify opportunities from the existing client bank, referrals, outbound campaigns, and internal handovers. Gather relevant client information to obtain quotations and present suitable options. Follow up quotations and outstanding opportunities to maximise conversion rates. Convert warm leads into completed sales in line with agreed targets and service standards. Maintain accurate records of quotes, sales activity, and client outcomes on internal systems. Work closely with advisers and colleagues to maximise cross-sale opportunities. Deliver excellent customer service, ensuring products are presented fairly and transparently. Client Retention Contact clients who have cancelled or lapsed protection policies to understand the reason and identify opportunities for review. Support advisers with re-engaging clients where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture. Skills & Experience Essential Strong administrative and organisational skills Excellent telephone manner and client communication skills Ability to manage multiple cases and tasks simultaneously High attention to detail Comfortable working with internal systems and CRM platforms Desirable Experience within mortgage or protection administration Understanding of protection products (Life Cover, Critical Illness, Income Protection) Experience liaising with insurers and underwriting teams Required Qualifications 4 GCSEs grade 4 / C and above Personal Attributes Professional and client-focused approach Proactive and self-motivated Strong problem-solving skills Ability to work effectively in a fast-paced environment By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
Jun 17, 2026
Full time
Protection Administrator / Sales Support Camberley Full-Time - Permanent Monday - Friday - 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Protection Administrator / Sales Support to join our client based in their Camberley Branch. Protection Administration Manage protection applications from submission through to policies being placed on risk. Liaise with providers to monitor progress and resolve any issues during underwriting. Proactively chase outstanding requirements, including medical evidence and GP reports. Keep advisers updated on case progress and any provider requirements. Ensure accurate updates are recorded on internal systems and CRM. Maintain clear audit trails and ensure documentation is stored correctly. Client Communication Contact clients where additional information or documentation is required. Provide updates to clients on the progress of their applications. Assist clients with completion of documentation including trust forms. Support the referral process for wills and estate planning services where appropriate. Sales Support Support Protection Advisers by contacting new and existing leads. Attempt to reconnect with clients who: Have not yet responded to previous contact attempts Previously declined advice but may benefit from a review Identify and hot-key high priority leads for advisers. Book appointments into adviser diaries and confirm client availability. Conduct initial information gathering with clients ahead of adviser appointments to improve efficiency of advice meetings. Buildings & Contents Insurance Sales Contact existing clients to discuss their Buildings and Contents Insurance needs at appropriate stages of the mortgage journey and renewal cycle. Identify opportunities from the existing client bank, referrals, outbound campaigns, and internal handovers. Gather relevant client information to obtain quotations and present suitable options. Follow up quotations and outstanding opportunities to maximise conversion rates. Convert warm leads into completed sales in line with agreed targets and service standards. Maintain accurate records of quotes, sales activity, and client outcomes on internal systems. Work closely with advisers and colleagues to maximise cross-sale opportunities. Deliver excellent customer service, ensuring products are presented fairly and transparently. Client Retention Contact clients who have cancelled or lapsed protection policies to understand the reason and identify opportunities for review. Support advisers with re-engaging clients where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture. Skills & Experience Essential Strong administrative and organisational skills Excellent telephone manner and client communication skills Ability to manage multiple cases and tasks simultaneously High attention to detail Comfortable working with internal systems and CRM platforms Desirable Experience within mortgage or protection administration Understanding of protection products (Life Cover, Critical Illness, Income Protection) Experience liaising with insurers and underwriting teams Required Qualifications 4 GCSEs grade 4 / C and above Personal Attributes Professional and client-focused approach Proactive and self-motivated Strong problem-solving skills Ability to work effectively in a fast-paced environment By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
High-quality inbound enquiries No cold calling Clear career progression Strong benefits package If you enjoy building relationships and having meaningful conversations, this Client Relationship Manager opportunity offers the chance to join a growing financial services business where you'll work exclusively with warm, inbound enquiries. No cold calling, no purchased data, and no high-pressure sales environment. Instead, you'll speak with people who have actively requested advice and are looking to take the next step.This is an opportunity to build a long-term career in financial services while working with engaged prospective clients. You'll receive structured training, ongoing support, and clear progression pathways within a business that has a strong track record of promoting from within. Package & Benefits • Salary £35,000-£40,000 per annum.• OTE £55,000+ per annum.• Private healthcare.• Profit share scheme.• 8% employer pension contribution.• Death in service cover.• Professional qualification support and structured career development. About the Company This growing financial services business was established to make financial advice more accessible and easier to understand. Significant investment in marketing and client acquisition generates a consistent flow of inbound enquiries, allowing the team to focus on building relationships and delivering a positive client experience from the first interaction. Key Responsibilities • Speak with warm, inbound leads who have requested to discuss their financial planning needs with an adviser.• Build rapport, understand client circumstances, and qualify opportunities before arranging adviser appointments.• Manage client interactions, CRM records, and lead pipelines to ensure an excellent customer journey.• Work closely with advisers and support teams to maximise conversion rates and client outcomes. About You • Experience within customer service, client relationship management, account management, financial services, insurance, property, or a similar client-facing environment.• Experience working towards targets, KPIs, or service standards within a professional setting.• Experience using CRM systems and managing client information accurately.If you're interested in learning more about this Client Relationship Manager opportunity, we'd be pleased to have a conversation, even if your CV isn't fully up to date.Contact Fintelligent for more information or a confidential discussion.AW_FIN
Jun 17, 2026
Full time
High-quality inbound enquiries No cold calling Clear career progression Strong benefits package If you enjoy building relationships and having meaningful conversations, this Client Relationship Manager opportunity offers the chance to join a growing financial services business where you'll work exclusively with warm, inbound enquiries. No cold calling, no purchased data, and no high-pressure sales environment. Instead, you'll speak with people who have actively requested advice and are looking to take the next step.This is an opportunity to build a long-term career in financial services while working with engaged prospective clients. You'll receive structured training, ongoing support, and clear progression pathways within a business that has a strong track record of promoting from within. Package & Benefits • Salary £35,000-£40,000 per annum.• OTE £55,000+ per annum.• Private healthcare.• Profit share scheme.• 8% employer pension contribution.• Death in service cover.• Professional qualification support and structured career development. About the Company This growing financial services business was established to make financial advice more accessible and easier to understand. Significant investment in marketing and client acquisition generates a consistent flow of inbound enquiries, allowing the team to focus on building relationships and delivering a positive client experience from the first interaction. Key Responsibilities • Speak with warm, inbound leads who have requested to discuss their financial planning needs with an adviser.• Build rapport, understand client circumstances, and qualify opportunities before arranging adviser appointments.• Manage client interactions, CRM records, and lead pipelines to ensure an excellent customer journey.• Work closely with advisers and support teams to maximise conversion rates and client outcomes. About You • Experience within customer service, client relationship management, account management, financial services, insurance, property, or a similar client-facing environment.• Experience working towards targets, KPIs, or service standards within a professional setting.• Experience using CRM systems and managing client information accurately.If you're interested in learning more about this Client Relationship Manager opportunity, we'd be pleased to have a conversation, even if your CV isn't fully up to date.Contact Fintelligent for more information or a confidential discussion.AW_FIN
We have an excellent opportunity for an Insurance Life Specialist to join our client in the financial sector. The role is to provide a to provide tailored life insurance solutions to clients. The successful candidate will build strong customer relationships, identify protection needs, and recommend suitable products while ensuring full regulatory compliance. The role involves assessing client needs, recommending suitable coverage, explaining policy features, and maintaining long-term client relationships while ensuring compliance with financial regulations and company standards. Key Responsibilities Meet with clients to assess financial protection and life insurance needs Recommend appropriate life insurance products and coverage levels Explain policy terms, exclusions, premiums, and benefits clearly Conduct fact-finding and risk assessments Generate new business through referrals, networking, and lead generation Maintain and grow an existing client portfolio Process applications and support underwriting requirements Ensure compliance with FCA and data protection regulations Review client policies regularly and recommend updates where appropriate Liaise with underwriters, claims teams, and financial advisers Maintain accurate client records using CRM systems Achieve sales and retention targets Required Skills & Competencies Technical Skills Strong understanding of life insurance products: Term life insurance Whole of life insurance Critical illness cover Income protection Mortgage protection Will importance/protection Knowledge of underwriting processes Familiarity with compliance and regulatory standards CRM and financial software proficiency Soft Skills Excellent communication and interpersonal skills Consultative sales ability Strong listening and analytical skills Negotiation and objection-handling skills Attention to detail Time management and organisation Customer-focused mindset
Jun 16, 2026
Full time
We have an excellent opportunity for an Insurance Life Specialist to join our client in the financial sector. The role is to provide a to provide tailored life insurance solutions to clients. The successful candidate will build strong customer relationships, identify protection needs, and recommend suitable products while ensuring full regulatory compliance. The role involves assessing client needs, recommending suitable coverage, explaining policy features, and maintaining long-term client relationships while ensuring compliance with financial regulations and company standards. Key Responsibilities Meet with clients to assess financial protection and life insurance needs Recommend appropriate life insurance products and coverage levels Explain policy terms, exclusions, premiums, and benefits clearly Conduct fact-finding and risk assessments Generate new business through referrals, networking, and lead generation Maintain and grow an existing client portfolio Process applications and support underwriting requirements Ensure compliance with FCA and data protection regulations Review client policies regularly and recommend updates where appropriate Liaise with underwriters, claims teams, and financial advisers Maintain accurate client records using CRM systems Achieve sales and retention targets Required Skills & Competencies Technical Skills Strong understanding of life insurance products: Term life insurance Whole of life insurance Critical illness cover Income protection Mortgage protection Will importance/protection Knowledge of underwriting processes Familiarity with compliance and regulatory standards CRM and financial software proficiency Soft Skills Excellent communication and interpersonal skills Consultative sales ability Strong listening and analytical skills Negotiation and objection-handling skills Attention to detail Time management and organisation Customer-focused mindset
