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...
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...
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 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!
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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...
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.
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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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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...
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
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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.
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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...
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.
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