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...

Temporary Project Support Administrator Location: Near Bank Station! Contract: Temporary Duration: 6 months Rate: 20ph - 25ph We are currently recruiting for a Temporary Project Support Administrator to join a busy and fast-paced underwriting team. This is an excellent opportunity for a highly organised and detail-oriented professional who thrives under pressure and enjoys working in a project-driven environment. The successful candidate will play a key role in supporting the full underwriting lifecycle, ensuring accurate processing, data integrity, and compliance throughout the policy journey. Key Responsibilities: Supporting the end-to-end underwriting process from policy inception through to completion. Reviewing and interpreting slip entries and accurately inputting information onto internal systems. Cross-referencing data at various stages of the underwriting process to ensure accuracy and consistency. Identifying, investigating and resolving...

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...

Are you experienced in the insurance industry and looking for a new challenge? We've got an exciting opportunity for you to become part of the UK's largest independent insurance broker, right here in Tonbridge . The role of the Account Handler is to provide office-based support to their assigned Account Executive in the day to day running of the client portfolio, including setting up all appropriate actions required for contract renewal. The Account Handler is the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties. Key Responsibilities: • Ensure the smooth running of assigned portfolio on a day to day basis • Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels • Be the first point of contact for day to day enquiries from clients, providers and...

Are you experienced in the insurance industry and looking for a new challenge? We've got an exciting opportunity for you to become part of the UK's largest independent insurance broker, right here in Croydon . The role of the Account Handler is to provide office-based support to their assigned Account Executive in the day to day running of the client portfolio, including setting up all appropriate actions required for contract renewal. The Account Handler is the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties. Key Responsibilities: • Ensure the smooth running of assigned portfolio on a day to day basis • Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels • Be the first point of contact for day to day enquiries from clients, providers and...

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,...

Equity Middle Office Associate - Cash Prime Brokerage A leading global financial services organisation is seeking an Equity Middle Office Associate to join its Cash Prime Brokerage team in London. This role offers you the opportunity to work at the heart of a highly respected institution, you will be part of a knowledgeable and supportive team that values collaboration, diversity, and continuous learning. The position provides direct exposure to hedge fund clients, prime finance trading teams, and operational support functions, ensuring you gain a comprehensive understanding of how the Prime division operates. With flexible working opportunities, generous pension contributions, and access to extensive training programmes, this is an ideal environment for those who thrive in communal settings and are eager to develop their skills within a client-facing capacity. What you'll do: Collaborate closely with project teams and trading desks to support the expansion of the...

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. Job Title: PMO Analyst Location: Warwick / Hybrid Contract Type: 6 months with scope to extend Role Purpose The PMO Analyst will provide dedicated support to a digital portfolio, helping to address resource requirements across PMO administration, resource management, finance governance, timesheet management, forecasting, and purchase order management. The role will strengthen portfolio controls, improve data quality, and support consistent delivery governance across the portfolio. Key Responsibilities Provide PMO administration support to ensure portfolio...

Actuarial Analyst GMP Home Based We are looking for an Actuarial Analyst to join the team and work on a wide range of DB pensions projects for DB pensions clients and bulk annuity providers. This role would suit someone with pensions experience looking to move into an actuarial career that has worked on DB pensions calculations, has strong excel and ideally worked on pensions projects. If you want to study for the actuarial exams study support is available. Job title: Actuarial Analyst GMP Job Description: Work includes: Benefit calculation audits Data validation/audits and improvement/creation projects  Benefits and data due diligence Benefit correction/rectification exercises Benefit calculation proforma for administration teams to use on smaller clients Calculations testing (both doing calculations to test against automated results and using pensions knowledge to identify errors in/improve automated calculations) Benefit summary specification...

Complaints Officer London 12.98 - 14.42 per hour Hybrid - 3 days office / 2 days home We're looking for an experienced Complaints Officer to join a busy financial services team in London. This is an email-based role, so you'll need previous experience handling complaints within a regulated environment, ideally within financial services or another highly regulated industry. You'll be responsible for reviewing and responding to customer complaints, investigating the issues raised and making sure each case is handled fairly, accurately and within the required regulatory timescales. What you'll be doing Managing customer complaints received via email Investigating complaints and reviewing relevant information Providing clear, professional written responses Ensuring complaints are handled in line with regulatory requirements and internal procedures Maintaining accurate records and updating systems Working with internal teams to resolve issues where required Managing your...

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...

Operations Team Leader - Insurance Birmingham £45,000-£50,000 A specialist B2B insurance intermediary is looking for an Operations Team Leader to take ownership of day-to-day operations from their Birmingham office. This is a hands-on role combining people management, operational control, and regulatory compliance oversight - ideal for someone who enjoys building efficient processes within a small, close-knit team with genuine scope to shape how the office runs. Reporting to: Head of Operations What you'll be doing: Managing a small team, ensuring smooth day-to-day running of the office in line with business goals Overseeing premium collection and claims handling processes Maintaining accurate, up-to-date company records Acting as primary point of contact for audit requests from underwriters, auditors, and regulators Coaching and developing the team to perform at their best Owning the accuracy and timeliness of financial and bordereaux returns to...

Insurance Sales Manager / Team Leader Location: Dartford, Kent (Office-based) Salary: 35,000 - 40,000 (depending on experience) Hours: Full-time, Monday to Friday, 9am - 5pm Permanen t Position The Role Manage and lead a team of 6- 10 Sales Executives Provide day-to-day support, guidance, and troubleshooting on sales queries Monitor and review team performance against targets and KPIs Conduct regular 1:1s, performance reviews, and coaching sessions Carry out quality control checks on calls to ensure high standards and compliance Support the team in handling complex customer enquiries and objections Work closely with senior management to drive team performance and results Oversee team administration, including absence, lateness, and general HR matters Foster a positive, motivated, and high-performing team environment What We're Looking For Proven experience within the insurance industry (essential) Previous experience in a supervisory, team...