Insurance Broker / Account Handler - Remote & Hybrid Working available Job Market Insurance Insurance Broker / Account Handler About the role This role is an excellent opportunity for an individual who already has experience in insurance broking or account handling to use their existing knowledge to get involved in all types of commercial and personal insurances. My client are looking for someone who is driven to find solutions and has a passion of winning and securing business. The role focuses on placing commercial and personal lines business ensuring that risks are placed efficiently and effectively in the market. You will be acting as the first point of contact for both new and existing brokers requiring assistance in placing risks. The primary focus is on delivering excellent service, building strong broker and insurer relationships, and providing expert guidance on coverage and market solutions. Insurance Broker / Account Handler Key duties...

Paraplanner Location: Bromley, Greater London Contract Type: Permanent Salary: £40,000 depending on Experience Are you an experienced Paraplanner? Our client, a well-respected financial services organisation, is seeking a talented individual to join their dedicated team in Bromley! The organisation prides itself on creating a positive workplace culture, where your skills and contributions are valued and recognised. Required Experience: 1-3 years' experience as a Paraplanner or in a similar role within the financial services sector Level 4 Diploma / working towards Diploma Proficient in using financial planning software and tools Key Responsibilities: Prepare detailed financial plans and reports for clients, ensuring accuracy and compliance with industry regulations Collaborate closely with financial advisors to develop tailored solutions that meet client needs Conduct thorough research on investment products and market trends to...

Calculations and Benefits Analyst We are expanding our Client Onboarding & Change team and are seeking a Calculations & Benefits Analyst to support high-quality delivery within our Calculations & Benefits Team. You'll play a key role in delivering pension calculation and implementation projects of varying scale, including new business and regulatory initiatives (e.g. GMP equalisation, Pensions Dashboards). Working closely with Administration, Systems, BAU teams, and external stakeholders, this is a highly visible role with exposure across all levels of the business. This role can be based in our Manchester, Reading, Croydon, Birmingham, Bristol or Belfast city centre office with a hybrid workstyle. What does the role entail? We are looking for an individual with strong excel skills, excellent attention to detail, an understanding of scheme rules and good communication skills. You should have a strong technical understanding, a commercial outlook, and an...

About the Role An established and growing wealth management firm is seeking a talented Paraplanner to join its friendly and professional team. Working closely with Financial Advisers, you will play a key role in delivering high-quality financial planning solutions to a broad client base including high-net-worth individuals, business owners, and retirees. This is an excellent opportunity for an experienced Paraplanner looking to develop their technical expertise within a supportive and client-focused environment. Key Responsibilities Prepare suitability reports, recommendations, and financial planning documentation. Conduct detailed research across pensions, investments, protection, and retirement planning products. Analyse existing client arrangements and identify planning opportunities. Assist Advisers in developing bespoke financial strategies for clients. Ensure all recommendations comply with regulatory and company standards. Liaise with providers, clients, and...

Funding Specialist City of London Up to £35,000 Uncapped Commission OTE £60k - £80k+ Do you thrive on high-quality conversations with business owners and want a role where great data, high conversion rates, and exceptional earning potential all come together? A growing commercial finance brokerage is expanding its sales team and is looking for a driven Funding Specialist. You'll be working from high-quality, well-qualified data with excellent conversion ratios, giving you a strong platform to build a consistent pipeline and maximise your uncapped commission income. Key responsibilities Speaking with prospective business clients through structured outbound calling to understand their funding needs and qualify opportunities. Presenting tailored business loan and commercial finance solutions, clearly explaining features, benefits, and suitability. Working towards daily activity targets and KPIs with consistency, resilience, and a solutions-focused approach....

Business Support Executive Templar Advisors, Central London Starting Salary : £38,000 to £42,000 p.a. depending on experience Benefits : Defined contribution pension scheme (employer contribution 4%); Private Medical Insurance (you, partner and children); Competitive discretionary bonus scheme Working Hours : 40 hours per week; Monday to Friday; 09:00 to 18:00 Location : Central London; Hybrid working with a minimum of Wednesdays in the office, other ad hoc days as business requires About Templar Founded in 2000, Templar Advisors is a leading provider of communications training and advice. We work predominantly, but not exclusively, with Financial Services firms on developing communication skills (sales, negotiation, pitching, relationship management, executive presence, investor communication). We have 30 full-time employees based in London, New York and Hong Kong. About the Role This is the role that keeps Templar running day to day. You...

Up to £33,000 Basic Salary+ Quarterly Bonus + Hybrid Working Hybrid Working - Office near Brierley Hill Do you have experience with Motor Trade insurance ? We're recruiting on behalf of a highly respected insurance broker seeking a Motor Trade Insurance Advisor to join their growing team. This is a fantastic opportunity for someone with experience in Motor Trade Road Risks and/or Motor Trade Combined insurance who can build relationships and convert opportunities. You'll be dealing primarily with inbound enquiries , providing advice and securing clients across a specialist portfolio including classic vehicles, prestige cars, restorers, race preparation businesses and other niche Motor Trade risks. What we're looking for: Experience within Motor Trade insurance (Road Risks and/or Combined) Backgrounds in new business, renewals or general Motor Trade insurance considered Strong relationship-building skills Good attention to detail and communication skills...

My client is currently looking for an experienced Paraplanner to join their team in Wigan. As a Paraplanner, you will play a key role in supporting Financial Planners by providing high-quality technical research, suitability report writing and financial planning support. You will work closely with Advisers and Administrators throughout the advice process, helping deliver exceptional client outcomes whilst ensuring advice remains compliant and technically robust. This role offers exposure to a broad range of financial planning areas including pensions, investments, protection, retirement planning and estate planning. This is a hybrid working role with 3 days in the office and 2 from home. Responsibilities To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given Assist...

We are representing a national financial advice business seeking an Associate Financial Adviser to join its growing team in Bath. This is a fantastic opportunity for an experienced Paraplanner looking to take the next step into financial advice, as well as existing Advisers looking for a supportive, client-focused environment. The role is primarily desk-based with minimal travel, working with an established client bank and supported by experienced Paraplanners and Adviser Support. Key Requirements Level 4 Diploma in Regulated Financial Planning Previous experience providing regulated advice or strong paraplanning experience looking to transition into advice Strong knowledge across pensions, investments and protection Excellent communication and relationship-building skills What's on Offer Up to £44,000 basic salary Annual bonus Excellent training and development 25 days' holiday + 8 bank holidays 5% employer pension contribution Private medical...

We are part of one of the UK's leading specialist financial planning groups, bringing together some of the country's finest independent financial planners, technical experts, and investment professionals under one national umbrella. With a network of offices across the UK and a shared purpose of enriching clients' lives, we combine the scale, resources and technical depth of a national group with the personal touch and reputation of a well-established local business. Our advisers work on an independent, whole-of-market basis, providing bespoke, life-centred financial planning to a broad range of clients - from individuals and families to business owners - covering everything from retirement and investment planning to inheritance tax and estate planning. We're proud of our collaborative culture, our commitment to the highest regulatory and professional standards, and our genuine investment in our people's development. Joining us means becoming part of a supportive local team,...

Insurance Broker / Account Handler Job Market - Insurance Insurance Broker / Account Handler - About the role This role is an excellent opportunity for an individual who already has experience in insurance broking or account handling to use their existing knowledge to get involved in all types of commercial and personal insurances. My client are looking for someone who is driven to find solutions and has a passion of winning and securing business. The role focuses on placing commercial and personal lines business ensuring that risks are placed efficiently and effectively in the market. You will be acting as the first point of contact for both new and existing brokers requiring assistance in placing risks. The primary focus is on delivering excellent service, building strong broker and insurer relationships, and providing expert guidance on coverage and market solutions. Insurance Broker / Account Handler - Key duties Respond to broker enquiries...

Job Title: Protection Advisor Location: Marshall House, 2 Park Avenue, Sale, M33 6HE Salary: £30,000 - £35,000 depending on experience and if you have R05 qualification Job Type: Full time, Permanent. We are seeking a motivated and customer-focused Life Insurance Advisor to join our growing life insurance brokerage. The successful candidate will provide expert advice to individuals and families, helping them identify the most suitable life insurance solutions from a panel of leading insurers. The role involves building trusted client relationships, conducting comprehensive financial protection reviews, and delivering exceptional customer service throughout the client journey. Key Responsibilities: Consult with prospective and existing clients to understand their financial protection needs and objectives. Recommend suitable life insurance products, including: Life Insurance Critical Illness Cover Income Protection Compare products from...

Salary : Competitive with car/allowance, bonus and Veolia benefits Location - Predominantly covering operational sites in the North West of the UK, however there will be an occasional requirement to travel nationally. When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life. We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you: Access to our company pension scheme Discounts on everything from groceries to well known retailers Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to 24 hour access to a virtual GP, 365 days a...

Budgeting and Reporting Analyst Contract: Permanent - Full time Salary: £46,634 to £51,815 per annum for 35 hours per week. Location: Bruce Kenrick House, 2 Killick Street, London N1 9FL Workplace type: 2 days per week in the office What you'll do As a Budgeting and Reporting Analyst, you will support the Senior Budgeting and Reporting Manager in delivering accurate, timely, and insightful financial reporting across the organisation. You will play a key role in the monthly management accounts cycle, budgeting and forecasting processes, and the reconciliation and mapping of financial data. Working within the Finance team, you will help drive a customer-focused and continuous improvement culture, ensuring financial services support strong business performance and deliver the best outcomes for our residents. You'll collaborate closely with finance business partners and stakeholders across the organisation to provide financial insight, support decision-making, and...

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. As a Paraplanner, you will play a key role in supporting Financial Planners by providing high-quality technical research, suitability report writing and financial planning support. You will work closely with advisers and administrators throughout the advice process, helping deliver exceptional client outcomes whilst ensuring advice remains compliant and technically robust. This role offers exposure to a broad range of...

About Us Where Innovation meets Excellence. Be a part of a globally renowned management consulting firm that is on the front-line of industry disruption. We are a mid-size player with a supportive, entrepreneurial spirit that works with a market-leading brand in every sector, while our parent organization Infosys is a top-5 powerhouse IT brand that is outperforming the market and experiencing rapid growth. Our consulting business is annually recognized as one of the UK’s top firms by the Financial Times and Forbes due to our client innovations, our cultural diversity and dedicated training and career paths we offer to our consultants. We are committed to fostering an inclusive work culture that inspires everyone to deliver their best. The Team Our Financial Services and Insurance practice supports some of the largest global firms and most recognizable local brands solve their biggest challenges in today’s age of digital and AI led transformation. With diverse services,...