German-Speaking FX & Trade Finance Broker - City of London A game-changing opportunity for a German-speaking FX and Trade Finance Broker to accelerate their career with a dynamic financial services specialist in the heart of London. Step into the fast-paced world of foreign exchange and commercial finance, where your German language skills and expertise will directly impact how European businesses and high-net-worth individuals navigate international markets and secure growth capital. About the Company This established financial services firm specialises in delivering comprehensive foreign exchange and commercial finance solutions across global markets. Operating throughout the UK, EMEA, APAC, and the Americas, they've built a reputation for providing seamless financial transactions that outperform traditional banking solutions. Their client base spans high-net-worth individuals, SMEs, and corporate entities seeking sophisticated currency management and tailored funding solutions, with a particular focus on expanding their German market presence. The Role at a Glance As a German-speaking FX and Trade Finance Broker, you'll be instrumental in developing the company's German market expansion whilst delivering exceptional service across international payment solutions and commercial finance products. This role combines relationship building with technical expertise and cultural understanding, offering the perfect platform for bilingual professionals to make their mark in London's financial district. Your Key Responsibilities:Drive new business acquisition within the German market through proactive client outreach and relationship developmentProvide expert guidance to German clients on foreign exchange solutions, including competitive rates and hedging strategiesStructure and deliver commercial finance solutions including trade finance, invoice finance, and asset finance for German-speaking businessesConduct client meetings and presentations in German to build trust and understanding with European prospectsManage the complete sales cycle from initial contact through to deal completion and ongoing account managementCollaborate with internal teams to ensure seamless service delivery and cultural sensitivity for German clientsEssential Skills and Experience:Native or fluent German language skills with excellent business communication abilitiesProven track record in sales with demonstrable results and target achievementStrong customer service orientation with excellent relationship-building capabilities across culturesOutstanding communication and negotiation skills in both German and EnglishAbility to work both independently and collaboratively within a team environmentExceptional attention to detail with strong analytical and problem-solving abilitiesAdvanced computer literacy and proficiency with financial software systemsBackground in financial services or German market experience preferred but not essential for the right candidateWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Exceptional Benefits Package:Highly competitive base salary with commission earning potentialFlexible hybrid working arrangement - London office Monday to Thursday, home working FridaysAccelerated career progression opportunities within a rapidly expanding organisationComprehensive training and professional development programmes including German market insightsDynamic, supportive team culture focused on individual and collective successPrime City of London location with excellent transport connectivityWhy Build Your Career in International Financial Services? The foreign exchange and commercial finance sector continues to evolve rapidly, driven by increasing globalisation and digital transformation. For German-speaking professionals, this presents exceptional opportunities to bridge markets and develop specialised expertise in high-demand areas. With European businesses increasingly seeking sophisticated financial solutions to manage international operations and growth funding, bilingual brokers can expect strong career prospects, attractive earning potential, and the opportunity to work with diverse, high-value client portfolios across multiple markets. This exceptional German-speaking FX and Trade Finance Broker opportunity is brought to you by The Opportunity Hub UK - your gateway to career-defining roles in international financial services.....Read more...
Commercial Broker | Perth & Kinross Area | Up to £40,000 | Office-based (with flexibility)
Feel like a cog in the machine at a national? This independent brokerage offers something different.
You’ll join a close-knit team where your work matters, your opinion counts, and the risks you deal with are genuinely interesting. It’s the ideal move for someone in an SME-focused role looking to step into more complex cases - or for a broker in a larger firm who’s ready to feel like a real player in the business.
The Role
Working closely with experienced Account Executives, you’ll handle renewals, MTAs and new business across a varied commercial portfolio.
Clients typically spend between £20,000–£40,000 in premium, and the risks are broad - so no two days will be the same. You’ll be involved in placement, strategy and client communication, giving you full lifecycle exposure in a supportive, collaborative setting.
What They’re Looking For
Experience in a commercial broking role, ideally 2+ years
Confident working across multiple commercial lines
Strong attention to detail and client service mindset
Acturis experience preferred, but not essential
Keen to grow and take more ownership in your role
What’s On Offer
Salary up to £40,000 depending on experience
Supportive team environment with direct access to leadership
Excellent systems, insurer access and learning opportunities
Flexible approach to working, but primarily based in the Kinross office
Long-term career progression with real autonomy
If you're looking to step up, grow your exposure and finally feel part of a brokerage that values your contribution - this is it. Apply now or message me to learn more.
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
SALES DEVELOPMENT REPRESENTATIVE - COMMERCIAL FINANCELONDON – HYBRID WORKING UP TO £40,000 + £70,000 OTE + PROGRESSION
THE OPPORTUNITY:
Get Recruited are exclusively recruiting for a highly successful business in Commercial Finance, specialising in Invoice Finance, who are looking to expand their team with an experienced Business Development Executive. You will handle enquiries from business owners across the UK, consulting them on the right solutions for their business.
This is a fantastic opportunity for an individual from a SDR, Business Development Manager, Consultant, Broker, Inside Sales, Sales Executive role within Commercial Finance, Invoice Finance or a Commercial Lender who is looking to join an industry leading business, be supplied with a consistent pipeline of inbound & qualified leads and benefit from a highly lucrative commission structure!
THE ROLE:
Making contact with clients who have enquired about invoice and commercial finance
Building strong relationships with new and existing clients
Understanding each clients needs and referring them to the most suitable lenders based on relevant criteria
Producing written proposals to be sent to lenders
Working closely with and regularly liaising with lenders to follow up on your clients processes
Keeping in touch with prospects to ensure they receive contact form lenders, gain quotations and understand the solutions offered to them
Update the database to ensure that all customer details are accurate and entered onto the CRM
THE PERSON:
Experience as a Business Development Manager, Consultant, Broker, Inside Sales, Sales Executive role within Commercial Finance, Invoice Finance or a Commercial Lender
Invoice Finance is desirable, if not Commercial Finance
Confident to work and build relationships with Business Owners, Directors and Senior Managers
Strong negotiating and communication skills
Attention to detail
THE BENEFITS:
Up to £40,000 basic salary
OTE £70,000 (Current team are regularly exceeding 6 figures!)
Uncapped commission
Excellent opportunities for progression
Xmas Bonus
Regular social events
25 days holidays+ Bank Holidays + Xmas Shutdown
Private healthcare after 1 year
Life Insurance
Employee Wellbeing programme
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
Start: ASAPLanguages: German c2 level and EnglishAbout the RoleAre you a driven sales leader passionate about shaping the future of workspace solutions?We’re searching for an ambitious Area Sales Manager to drive occupancy and revenue growth across a portfolio of beautifully appointed flexible workspace locations.Businesses are increasingly seeking flexible alternatives to traditional office leases—adding new dimensions to sales excellence in this dynamic sector.Your mission: champion a superior sales process, delight prospective members, and contribute to rapid portfolio expansion.What You’ll Do
Nurture prospective customers through every step of a best-in-class sales process, leveraging qualified leads sourced by business development teams, broker partners, and listing aggregators.Conduct engaging in-person and virtual tours, tailoring each experience to showcase the unique value and features of our workspaces.Maintain meticulous oversight of your sales pipeline.Organize leads efficiently, follow up rigorously, and ensure smooth progression from first contact through to deal closure.Drive the commercial success of your locations, meeting and exceeding targets for occupancy, renewals, and revenue growth.Strategize and implement creative initiatives, marketing campaigns, and referral partnerships to boost sales and brand presence in your area.Build strong relationships with stakeholders including broker partners, community managers, and peers across commercial, marketing, and operations teams.Analyze sales performance, client feedback, and competitive landscape data to continuously refine your approach and raise satisfaction levels.Take full ownership of customer retention and renewal processes, maintaining high member satisfaction and low churn rates.Serve as a local brand ambassador, organizing and attending events to raise awareness and attract prospective clients.
What Makes You a Perfect Fit
Energized by face-to-face selling, confidently leading prospects through tours and meetings, in-person and virtually.Exceptionally organised in managing complex sales pipelines, with a keen eye for follow-up and closing.A persuasive communicator—able to adapt your pitch to meet the needs of each unique customer.Motivated by targets and closing deals; you thrive on results and contribution to business growth.Creative and resourceful in devising new sales strategies, campaigns, and client incentives.Resilient and goal-oriented, with the drive to persevere through challenges and seize new opportunities.Collaborative by nature, thriving in a team environment and eager to work with business development, marketing, and onsite colleagues.Quick to learn and adapt, staying informed on industry trends and client needs.
What Success Looks Like
Consistently high occupancy and revenue numbers for your portfolio.Strong conversion rates and a sales pipeline that rarely lets a lead slip through the cracks.High customer renewal and retention rates, with members raving about their sales experience.Positive Net Promoter Scores (NPS) and frequent referrals stemming from exceptional client interactions.Proactive involvement in launching and filling new locations, achieving targets ahead of schedule.Initiatives you introduce tangibly boost sales—and are adopted as best practice across the network.Ongoing professional development; you become a trusted advisor, expertly matching clients with the right flexible workspace solutions.
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The key elements of the role are:
Support Account Handlers by understanding clients’ business activities and gathering the right information to prepare insurance submissions
Help source suitable cover by obtaining and negotiating quotations with insurers
Communicate professionally with clients and insurers - both over the phone and via email - delivering clear, courteous, and well-structured responses
Build strong working relationships by being reliable, approachable, and attentive to client and market needs
Training:You will work towards your:
Insurance Practitioner Level 3 Apprenticeship
Certificate in Insurance (Cert CII). (if applicable)
Level 2 Functional Skills in English and maths (if required)
Training will be via Davies, virtually. 6-hours per week off the job training
Training Outcome:Upon successful completion of this apprenticeship, this role offers a clear path to becoming a key member of the new business or broking team, with the opportunity to grow into a New Business Executive or an Account Handler specialising in renewals - or even develop the versatility to confidently manage both areas.Employer Description:Commercial Insurance BrokerWorking Hours :Monday - Friday
9am - 5pm
1-hour for lunchSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
Answering the telephone, taking messages and handling calls in a timely and professional manner
Providing an efficient and effective administration support to the sales and operations team
Handling sensitive and confidential information, including data entry
Maintaining and updating manual and computerised records/management information systems
Filing, storing and recording data and information
Administering and processing enquiries, referrals, and other requests
Utilising various IT systems including MS Office
Organising and supporting various events and meetings
Obtaining personal information for customers regarding their finance application
Loading customer information onto our CRM/proposal system
Quoting customer’s finance options and using sales techniques to secure the deal
Training:Financial Services Administrator Level 3.
You will attend training once per week either on-line or face to face with our Training Provider, Skills North East.Training Outcome:Progression within company.Employer Description:We are one of the UK's Fastest Growing Motor Finance Broker, Established in 2013, Multi Award Winning. Good, Poor, and Bad Credit Specialists. UK's Most Extensive Panel Of Funders for Car and Commercial Vehicles.Working Hours :Monday - Friday, 9am - 5 pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Patience,Flexibility,Time management,Ability to prioritise,Professionalism....Read more...
An opportunity has arisen for a Protection Advisor to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Protection Advisor, you will be advising on personal and business protection plans tailored to each client's individual circumstances.
This role offers, hybrid working options, a salary range of £24,000 - £28,000 plus commission and benefits.
You will be responsible for:
? Delivering tailored advice on a range of protection products including life insurance, critical illness cover, income protection and business protection
? Assessing client needs and recommending appropriate solutions aligned with their financial goals
? Following a structured advice process to ensure suitability, clarity, and compliance
? Staying up to date with relevant industry guidelines and maintaining internal compliance standards
? Working proactively to support lead conversion and contribute to business growth
What we are looking for:
? Previously worked as a Protection Advisor, Protection Consultant, Insurance Advisor, Insurance Consultant, Insurance Broker, Protection Specialist, Insurance Sales Advisor, Insurance Consultant, Insurance Sales Consultant, Life Insurance Advisor or in a similar role
? At least 2 years of experience in protection advisory within the UK
? Familiarity with regulatory standards and compliance expectations in financial services
? A background in financial or mortgage advisory services
? CeMAP qualification (preferred)
What's on offer:
? Competitive salary
? Good Commission scheme
? Hybrid working options
? Company pension scheme
? Employee mentoring and support programme
This is a fantastic opportunity to join a respected organisation and take your advisory career to the next level.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this r....Read more...
• Act as the first point of contact for inbound client queries via phone, email, and live chat.• Support customers with energy contract queries, billing issues, and supplier communications.• Manage the onboarding process for new clients, including meter registrations and data collection.• Liaise with energy suppliers to resolve customer issues quickly and effectively.• Track contract renewals and proactively notify clients of upcoming deadlines.• Update and maintain accurate customer records• Escalate complex issues to relevant departments (e.g., Operations, Sales, or Compliance).• Work closely with Account Managers and Sales teams to deliver outstanding service.• Provide administrative support, including producing reports and managing documentation.• Contribute to service improvement initiatives and suggest processenhancements.Training:
Day release at Middlesbrough College
Customer Service Practitioner Level 2
Functional Skills in English and maths if required
Training Outcome:
Depending on the circumstances of the business, upon completion of the apprenticeship programme, there could be a potential position of employment available.
Employer Description:At Energy Made Simple, we specialize in simplifying energy management for businesses of all sizes. As a trusted energy broker, we help companies reduce costs, improve energy efficiency, and manage energy contracts with ease.Working Hours :Monday to Thursday - 9.00 am – 5.00 pm
Friday - 8.30 am to 4.30 pmSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Team working....Read more...
Ensure accuracy, efficiency and productivity when dealing with clients, colleagues, and insurers.
Develop and maintain collaborative, respectful, and professional working relationships with clients, colleagues and insurers.
Provide effective and efficient administrative support to Account Directors and other client brokers.
Actively seek feedback and testimonials from clients and business partners and respond to feedback received.
Resolve enquiries in a timely and efficient manner to achieve excellent client service standards.
Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Policies and Guides to Best Practice.
Follow the company’s policies, procedures and functions associated with the role.
Training:You will study one day per week, either online or face-to-face with our training provider, Skills North East.Training Outcome:Progression within the company.Employer Description:NC Insurance is a leading independent insurance broker providing expert advise and tailored solutions to businesses, charities, and individuals. With a strong reputation build on trust, service and community values, they work closely with clients to protect what matters most – offering specialist cover, risk management support and claims assistance across a wide range of sectors. We offer a supportive, values drive workplace where your growth and development truly matter. You’ll be part of a passionate and friendly team that puts integrity, service and innovation at the heart of everything they do.Working Hours :Monday-Friday 9am-5pm (1 hour lunch).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
Broker Support | Manchester | Up to £32,000 | Hybrid
You’ve cut your teeth on SME clients. Now you’re ready for something a little bigger - with better support, better flexibility, and a chance to learn from the best.
This role is ideal for someone with a couple of years’ experience in commercial insurance who’s ready to step into a more specialist environment. You’ll support three highly experienced Account Executives working within a niche-sector and household-name clients - giving you exposure that goes far beyond standard broking roles.
The Role You won’t manage your own book, but you’ll be a key part of the team. Expect to get stuck into renewals, MTAs, report prep, adding clients to Acturis, chasing quotes and generally keeping everything running smoothly behind the scenes.
What You’ll Need
A background in commercial broking, ideally dealing with SME clients
Solid knowledge of core commercial lines - property, liability, motor etc
Organised, detail-focused and comfortable juggling multiple tasks
Acturis experience is a bonus, but not essential
What’s On Offer
Up to £32,000 salary depending on experience
Hybrid working – just two days per week in the Manchester office
27 days’ holiday, plus bank holidays
Support with Cert CII and ongoing development
Access to a high-performing team working with some seriously impressive clients
If you’re looking for exposure, flexibility, and a real chance to grow - this is the step you’ve been waiting for.Apply today or message me for more details.
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
An opportunity has arisen for a Protection Advisor to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Protection Advisor, you will be advising on personal and business protection plans tailored to each client's individual circumstances.
This role offers, hybrid working options, a salary range of £24,000 - £28,000 plus commission and benefits.
You will be responsible for:
* Delivering tailored advice on a range of protection products including life insurance, critical illness cover, income protection and business protection
* Assessing client needs and recommending appropriate solutions aligned with their financial goals
* Following a structured advice process to ensure suitability, clarity, and compliance
* Staying up to date with relevant industry guidelines and maintaining internal compliance standards
* Working proactively to support lead conversion and contribute to business growth
What we are looking for:
* Previously worked as a Protection Advisor, Protection Consultant, Insurance Advisor, Insurance Consultant, Insurance Broker, Protection Specialist, Insurance Sales Advisor, Insurance Consultant, Insurance Sales Consultant, Life Insurance Advisor or in a similar role
* At least 2 years of experience in protection advisory within the UK
* Familiarity with regulatory standards and compliance expectations in financial services
* A background in financial or mortgage advisory services
* CeMAP qualification (preferred)
What's on offer:
* Competitive salary
* Good Commission scheme
* Hybrid working options
* Company pension scheme
* Employee mentoring and support programme
This is a fantastic opportunity to join a respected organisation and take your advisory career to the next level.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Commercial Account Handler | Bolton | Up to £32,000 | Hybrid
Looking to step into a specialist role where your ideas are valued and your development is prioritised? Join an award-winning Chartered Insurance Broker with a long-standing presence in the market and a standout culture.
You'll be part of a small, supportive team managing a delegated authority scheme in a unique niche, working directly with loyal SME clients across the UK.
The Role You’ll support a team of Account Executives while managing your own portfolio of commercial clients, primarily within a specialist sector. Expect plenty of variety across new business, renewals and mid-term adjustments, as well as handling client queries and assisting with technical insurance questions.
There’s also an underwriting element to the role, with the opportunity to assess risks and place cover under a delegated authority. This is an ideal step up for someone looking to take ownership in a fast-paced but friendly environment.
What they’re looking for
At least 2 years’ experience in commercial broking
Comfortable with SME clients and cross-class risks
Strong attention to detail and confident communication skills
Acturis experience would be a bonus, but not essential
Proactive, collaborative mindset with a willingness to keep developing
What’s on offer
Salary up to £32,000 depending on experience
25 days holiday plus extra time off over Christmas
Private medical insurance
Generous pension scheme
Support with Cert CII qualifications
Free on-site parking
If you're looking for a place where you can grow, specialise and genuinely enjoy your work - this could be the one.Apply now or drop me a message to find out more.
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
Senior Commercial Account Handler | Bolton | Up to £40,000Want to handle more complex risks while staying in a collaborative, close-knit team?This Chartered Insurance Broker blends the personality of an independent with the professionalism of a national. As part of their specialist schemes team, you’ll work with corporate clients across the UK, supporting a delegated authority scheme and building trusted relationships with clients who rely on your technical expertise.The Role You’ll manage a book of high-value clients, typically with premiums of £15,000 and above, across a range of sectors. With full cradle-to-grave responsibility, you'll handle renewals, mid-term adjustments and new enquiries, while supporting Executives and working closely with insurers.Expect a mix of portfolio and corporate risks with the added challenge of underwriting under delegated authority. You'll play a key role in client retention and contribute to strategic discussions around risk placement and scheme performance.What they’re looking for
Significant experience handling mid-market and corporate commercial accounts
Comfortable with premiums of £15,000+ and portfolio risk
Experience working under delegated authority is ideal, but not essential
Strong technical knowledge and confident client communication
A proactive approach and genuine interest in long-term client relationships
What’s on offer
Salary up to £40,000 depending on experience
25 days holiday plus Christmas shutdown
Private medical insurance
Generous workplace pension
Support with Cert CII and further development
Free on-site parking
Relaxed culture with regular socials, dress-down Fridays, and breakfast butties every Friday
If you’re looking for a senior-level role where you’ll be challenged, valued and supported - this is worth a closer look.Apply now or drop me a message to chat in more detail.
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
Assisting with and completing all trade daily administrative tasks
Assisting with the monitoring and actioning of the trade issue log. To learn to identify reoccurring issues and resolving these issues with the customer to ensure Ellgia deliver successful services
Understanding and actioning driver service/site requests which could consist of updating customer accounts with access instructions, access codes, health and safety tasks etc.
Understanding and learning the range of customer types Ellgia have and learning how to deal with problems in order to put forward to sales for an account review/resolution
Learning the products and services Ellgia offer in order to identify opportunities for upselling of products and/or services
Processing of broker orders, service amendments and enquiries or queries
Understanding the basics of the management reports to enable these to be updated regularly
Providing administrative support to the Leicester team
Training:Qualification:
Level 3 Apprenticeship Standard in Business Administrator
https://www.instituteforapprenticeships.org/apprenticeship-standards/business-administrator-v1-0
Delivery Method
Within the first 15-months additional training is delivered at Loughborough College, one morning a week for 12-weeks, dates are subject to enrolment date
Online portfolio to update with learning and development completed onsite
Diarised visits from dedicated Trainer/Assessor
Training Outcome:Upon successful completion of the apprenticeship there is scope for the applicant to progress into a Customer Service Advisor role.Employer Description:Ellgia specialises in offering bespoke, cost-effective environmental solutions to commercial, trade and residential customers ensuring the highest levels of service, compliance, and management information for waste management and disposal services.Working Hours :Monday - Friday: 9am - 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Patience....Read more...
ACCOUNT MANAGER – ENERGY MANAGEMENT
SALFORD – OFFICE BASED
UPTO £40,000 + COMMISSION + BENEFITS
THE OPPORTUNITY:
Get Recruited are recruiting on behalf of a company who operates within energy efficiency sector who are looking for an Account Manager to join their team.
As the Account Manager you will develop and build on existing customer relationships, cross sell and up sell additional services. You will be expected to nurture and grow existing customer relationships by providing the best customer experience.
This is a great opportunity for someone from an Account Manager, Customer Service, Sales, Business Development, Account Executive or similar role within the energy sector.
THE ROLE:
Take ownership of relationships with existing customers.
Spot opportunities to grow accounts by introducing other services.
Manage and nurture client accounts, ensuring high levels of customer satisfaction and retention.
Upsell and cross-sell services, identifying opportunities to enhance client outcomes through a portfolio of solutions.
Maintain a strong understanding of product offerings and industry trends to provide clients with expert advice and solutions tailored to their needs.
Maintain accurate records of client interactions, sales, contracts, and project progress.
Stay up-to-date with industry trends to provide customers with the latest insights and innovations.
THE PERSON:
Experience in sales or account management within the energy sector.
Previous experience in the energy industry is essential, ideally Energy Management or Energy Broker experience.
Strong understanding of commercial operations.
Excellent communication skills, both written and verbal.
Confident in presenting and delivering customer-focused solutions.
Skilled in managing people and building relationships using a consultative approach.
Great listener who can tailor solutions to client needs.
Positive and proactive mindset, with the ability to work well under pressure.
Strong numeracy skills and proficiency in Excel and other business systems.
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
As a Finance Apprentice, you will support the finance team across several core areas:
Purchase Ledger
Post purchase invoices into Xero
Reconcile supplier statements against Xero records
Monitor and manage the accounts payable inbox
Sales Ledger
Generate and send sales invoices to providers
Assist with credit control by following the debtor process to help recover outstanding payments
Bank Reconciliation
Match purchase invoices with corresponding bank payments
Request and track receipts from relevant line managers
Cash Management
Upload commission statements and record corresponding cash receipts in Xero
Support data accuracy initiatives and maintenance of financial records
Ad Hoc / Future Responsibilities
Assist with month-end processes, including accruals and prepayments
Provide ad hoc support to the finance team as required
Training:BPP apprenticeship training programmes are delivered virtually by our fully qualified and industry-experienced training team. Using their expert knowledge, we’ve purposefully built our programmes around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace.
Throughout the apprenticeship, learners receive coaching, help and guidance from a dedicated team who are there to ensure they get the most from their work experience.Training Outcome:After successful completion of AAT, the chance to study CIMA and a clear pathway to become a chartered management accountant.Employer Description:Caspian Assured Limited is a leading UK-based insurance broker, offering a comprehensive range of personal and commercial insurance solutions. With a team of around 100 employees, the company is committed to fostering professional growth and development, aiming to position itself as an employer of choice within the insurance sector.Working Hours :Monday to Thursday 8:30 - 17:30, Friday 8:30 - 13:00.Skills: Communication skills,Attention to detail,Organisation skills,Number skills,Proactive attitude,IT literacy,Time management,Team player,Willingness to learn,Punctual,Inquisitive,Positive attitude,Eager to learn,Honest and trustworthy....Read more...
Your duties will include but are not limited to:
Processing mortgage applications for new and existing clients
Outbound calling of potential clients to secure appointments
Ensuring client needs are met
Following strict compliance process and procedures
Building excellent relationships with clients and colleagues
Updating our company database
Managing your own diary
Maintaining our high standard of customer service and follow strict procedures
Assisting colleagues in busy periods
Completing necessary training
Training:The Financial Services Administrator Level 3 apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other Financial Services roles.Employer Description:Expert Financial Ltd is an experienced mortgage broker offering whole of market mortgage advice in Huntingdon, St Neots and the surrounding Cambridge areas.Working Hours :9.00am - 5.00pm Monday to Thursday
9:00am - 4.00pm FridaySkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Initiative,Patience....Read more...
Commercial Insurance Account Executive Salary up to £45,000 DoE + Hybrid WorkingBromsgrove
Overview
We are proud to be working with a relationship focused Insurance Broker that treat their staff like adults, giving them on-going training to do their jobs to the best of their ability. Relationships are at the heart of their business both internally and with their clients and insurer partners. They are looking for a proactive and ambitious insurance professional to join their New Business Team. They welcome applicants from junior level with some commercial Insurance experience who want extensive support and training to more senior candidates who are looking for a friendly atmosphere where they can grow their skillset and reap the rewards of their competitive bonus system.Responsibilities
Proactively source New Business opportunity from a combination of cold outreach and warm leads.
Present Insurance solutions to new clients tailored to their need.
Negotiate terms with Insurer partners ensuring that the client receives the best rates for the correct level of service.
Keep accurate and comprehensive records on the CRM system.
Work as a team to ensure the best service to clients.
Benefits
Competitive salary and bonus structure dependant on experience
25 days holidays + bank holidays and Christmas shutdown
Hybrid Working structure
Strong internal and external training with funding for the Cert CII as well as further CII qualifications
Clear paths to career development
Person Specification
Open to a range of experiences from junior insurance professional to seasoned Account Executive (package DoE)
Ideally experience in Commercial Insurance products in a sales capacity
Sales focused mentality with a desire to build strong and lasting relationships
Team player with desire to learn from others and share knowledge
To ApplyWe are currently shortlisting for interview so, if you would like to learn more about this opportunity, submit your CV ASAP!
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
Commercial Insurance Sales Executive up to £35,000 Hackney
Are you an experienced Commercial Insurance professional looking for a fresh challenge in a supportive and ambitious environment? This is a fantastic opportunity to join a growing independent broker that prides itself on exceptional client service and employee development.
The Opportunity
Our client, a respected independent insurance brokerage, is seeking an experienced Sales Professional with experience in Commercial Insurance to join their established Commercial Lines team. This is a dynamic role focused on managing and growing a portfolio of commercial clients, with risks ranging from Property Owners to Commercial Combined policies. You’ll work closely with senior leadership to identify new opportunities, develop lasting client relationships, and ensure every policy is tailored to each client’s unique needs.
Key Responsibilities
Manage and develop a portfolio of commercial insurance clients
Identify and convert new business opportunities
Deliver exceptional service by understanding each client's business and risk profile
Handle renewals, mid-term adjustments, and new policy placements
Negotiate with underwriters to secure competitive terms
Maintain compliance and ensure accurate system updates
About You
To succeed in this role, you'll bring a blend of industry knowledge, commercial awareness, and excellent interpersonal skills. You’ll be a motivated self-starter who thrives in a collaborative team and takes pride in providing high-quality service. Essential Skills and Experience:
Experience handling or selling Property, Commercial Combined, or Commercial Package risks
A track record of working directly with commercial clients
Strong organisational and time management skills
Excellent written and verbal communication
A customer-centric approach and the ability to build strong client relationships
A proactive mindset with a desire to exceed targets and grow professionally
What’s On Offer
Competitive salary with performance bonus
Annual pay reviews
28 days holiday including bank holidays
Generous pension scheme
Funded support for professional qualifications
Holiday purchase scheme (up to 5 extra days per year)
Why Apply?
This is a great chance to join an ambitious and growing brokerage where you can shape your own career path and be part of a team that values both personal and professional development. If you’re ready to take the next step in your insurance career with a company that truly supports its people, we’d love to hear from you.
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Generic Tasks
Under general supervision and within limits of authority and product licences, support Agent / Senior Agent in respect of Agency Sales. Contribute towards the strategic growth of the Agency and demonstrate high levels of Customer Service support, maximising potential customer retention and delivering customer satisfaction.
Review and advise upon customer General Insurance requirements
Handle incoming sales enquiries via telephone and email - provide quotations and close sales
Handle Incoming customer enquiries for products within your licenced remit
Act as Life Introducer to obtain appointments for Financial Advisor and NASC team
Identify and initiate cross -sell opportunities and activities to new and existing customers
Acquire and maintain knowledge of NFU Mutual General Insurance products for applicable product licences or in line with agreed personal development strategy
Develop and sustain effective working relationships with customers, all Agency, NFU Mutual and supporting business development staff
Support colleagues with General Agency duties during holiday / sickness absence where appropriate licences or knowledge exist
Administer all networking instructions to meet Agency completion standards
Implement customer payment transactions and processing procedures to maintain Agency credit control
Comply with all applicable sections of the NFU Mutual General Insurance Compliance Manual for the Agency Network, the Agent's Claims Guide, the Agency Guide and any local Agency procedures
Produce correspondence to required timeframes and quality standards
Perform other duties as assigned by Agent / Senior Agent in relation to the general operational tasks of the business
Tasks specific to your role
Handle Incoming customer enquiries for products within your licenced remit
Promote Financial Services and make appointments for the Agency Financial Advisor
Work as a team with incoming call volumes to assist with a fairly distributed workload
Continual training to develop skills and maximise personal opportunity
Knowledge, Skills and Attributes
Be able to communicate effectively, both written and verbal. This may include writing to customers such as within post call letters.
Be able to problem solve, use your own initiative and judgement
Demonstrate attributes of honesty, integrity, due skill, care and diligence
Possess good IT skills to use General Microsoft Office programmes and specific NFU Mutual systems such as iFaces, iAchieve, CRM and Bridge.
Sales and Customer service skills connecting basic knowledge of General Insurance products
Be engaging and accepting of an all inclusive environment and willing to support and coach others where required
Limit of Authority
No regulated advice to be given or implied on cover for unlicenced General Insurance products
No regulated advice to given or implied relating to claims for unlicenced General Insurance products
Claims authority as per the Agency Delegated Claims Authority
Underwriting authority as per the on-line Underwriting Manual
No regulated advice to be given or implied on Financial Services products
BillingCenter authority as per on-line Process manual.Training:You will work towards your:
Insurance Practitioner L3 – Junior Broker Apprenticeship.Training will be via Davies, virtually. 6 hours per week off the job training.Training Outcome:Upon successful completion of your apprenticeship, our business has a wide range of roles/skills that could could be suitable.Employer Description:Financial Services BusinessWorking Hours :Monday to Friday, 9.00 to 17.00Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Number skills,Team working....Read more...
