Our client, a leading independent insurance brokerage, is seeking a Senior Consultant to support client accounts within the People Solutions practice. This firm provides excellent opportunities for growth and progression, for you to further your career.

Benefits include:

• Financial support for studying required qualifications
• Generous pension match
• Income protection 

You will be

• Act as a trusted technical advisor for multi-line mid-major clients, ensuring client retention and satisfaction
• Develop strategic benefit programs based on client needs and manage renewals and market reviews in advance
• Resolve service disruptions and collaborate with carriers to implement solutions
• Support insurer relationship development and ensure full compliance with internal controls
• Provide senior-level oversight for consultants and analysts, and assist with team leadership by handling delegated tasks from the Team Manager

Your skills and qualifications:

• CII qualification with a proven history of successful stakeholder management
• Extensive experience in UK large corporate benefit broking/consulting
• Strong client relationship management skills
• Commercially driven with a focus on delivering value-added services

If this sounds like you, please apply today!

Our client, a growing wealth management platform, are looking for a Project Executive to join their team in Bath on a 6 month Fixed Term Contract.

You will join a forward-thinking team, working closely with the Operations Director on a major European project. This role will give you the opportunity to be involved in significant work within a collaborative environment, where innovation, process improvement, and high-quality outcomes are central to success. This role is a hybrid work model.

Benefits: 

• Private Healthcare
• 9% Pension Contribution Scheme
• Discretionary Bonus Scheme

About the role:

• Managing processes and creating documentation for various projects
• Hone and manage process flows
• Ensure effective collaboration and communication other departments
• Analysis of project data to inform and improve processes

About you:

• Previous experience of project management, ideally within Financial Services
• Proven knowledge of process flows
• Excellent organisational and communication skills
• Good data analysis skills
• Able to work under pressure and effectively meet deadlines

If you think this sounds like you, please apply today. We would love to hear from you!

Our client, a leading insurance firm, is seeking a Global Head of Claims to lead their claims strategy and oversight across multiple regions.

This role requires an experienced leader with extensive insurance expertise and a proven track record in claims management.

Your Responsibilities:

• Develop a global claims strategy that aligns with growth objectives and fosters a culture of excellence and innovation
• Design and implement best-in-class claims processes across all jurisdictions, ensuring robust oversight mechanisms for Third Party Administrators (TPAs) worldwide
• Collaborate with actuarial and underwriting teams to optimise loss ratios, drive profitability, and manage the global claims budget
• Spearhead the adoption of cutting-edge claims technologies, enhancing operational efficiency and decision-making on a global scale
• Ensure compliance with evolving regulatory requirements while building strong relationships with regulators and stakeholders

Your skills and qualifications: 

• Bachelor’s degree required; advanced degree preferred
• Extensive experience in P&C insurance claims management, with significant international exposure and experience in senior leadership roles
• Proven track record of leading high-performing teams across diverse cultures and regions
• Expertise in leveraging data analytics and technology to drive claims performance
• Strong understanding of the hybrid insurance model and experience with MGAs and TPAs globally
• In-depth knowledge of insurance regulations in the US and UK, with success in implementing technology and process improvements
• Excellent leadership and strategic thinking skills, with expertise in data analytics to enhance claims performance; willingness to travel internationally as needed
• Strong strategic thinking and advanced financial management skills
• Expertise in data analytics and predictive modeling for actionable insights

If this role sounds like you, please apply today. We would love to hear from you!

Our client, a leading insurance firm, is seeking a Pricing and Analytics Director to lead actuarial pricing and analytics functions and drive data-driven decision-making.

This is a fantastic opportunity to work within a dynamic, global team environment. This position is remote; however, candidates must have the ability to travel to London when needed.

Benefits:

• Comprehensive benefits package, including medical, dental, and vision coverage
• 401(K) retirement plan with a company match of up to 4%
• Customised long-term incentive plans for full-time employees
• Flexible Time Off Policy to support work-life balance

Your Responsibilities: 

• Oversee the development and maintenance of actuarial pricing models for P&C insurance products and drive innovation in pricing methodologies
• Develop a portfolio analytics framework and conduct assessments to identify trends, opportunities, and risks
• Collaborate with IT and Program Management to implement a robust data strategy and ensure data quality across the organisation
• Develop KPIs to track program profitability and implement predictive analytics for early identification of trends, opportunities and risks
• Work closely with underwriting and product development teams to align pricing models with guidelines and market opportunities
• Stay updated on industry trends and lead the implementation of new technologies to enhance pricing accuracy and operational efficiency

Your Skills and Qualifications:

• Bachelor’s degree in Actuarial Science, Mathematics, Statistics, Data Science, or related field; fellowship with a recognised actuarial body preferred
• Extensive experience in P&C insurance, with experience in a leadership role overseeing pricing and analytics
• Expertise in actuarial pricing techniques and advanced analytics, with proficiency in statistical analysis software (e.g., R, Python, SAS)
• Strong knowledge of data warehousing, business intelligence tools, and actuarial pricing platforms (e.g., Earnix, Radar Live)
• Excellent communication and presentation skills, with the ability to influence senior stakeholders and translate insights into strategic decisions
• Proven project management skills and the ability to lead cross-functional teams in a fast-paced environment

If this role sounds like you, please apply today. We would love to hear from you!

Are you organised with good problem solving skills?

Our client, an award-winning investment firm, is looking for a CASS Assistant to join their team.

Your responsibilities will be:

• Conduct daily reconciliations accurately according to CASS regulations
• Analyse discrepancies and and challenge any processes that are inadequate
• Support with delivery of CASS projects
• Keep up-to-date with CASS regulations and develop knowledge of application to business

About you:

• Confident in using Microsoft Office, with strong Excel knowledge
• Knowledgeable in CASS (desirable)
• Efficient and accurate approach to work
• Excellent communication and organisational skills
• Good problem solving skills

If this sounds like you, please apply today.

Are you an excellent communicator with strong interpersonal skills? Do you have experience delivering high quality customer service?

Our client, a leading provider of Group Insurance, is looking for a Customer Service Representative to join their team.

Your responsibilities:

• Handle incoming phone inquiries, document resolutions accurately, and ensure empathetic and appropriate communication methods
• Build and maintain strong working relationships with colleagues and advisers
• Take charge of tasks from start to finish, ensuring compliance with product knowledge and regulations
• Amend and maintain precise company records to meet legislative, customer, and company requirements
• Contribute actively to team development, review procedures for service improvement, and focus on personal growth

Your skills:

• Pays close attention to detail, ensuring precision and diligence in all tasks
• Offers outstanding service to customers, ensuring their needs are met effectively
• Approaches tasks with enthusiasm and takes proactive initiatives to get things done
• Thrives in fast-paced, high-pressure environments
• Excellent IT skills, particularly MS Office applications

If this sounds like you, please apply today.

Are you a hands on, problem solving analyst with a background in Financial Services?

Our client, a growing investment platform, is looking for a Operations Analyst to join their Edinburgh based Transfers team. 

About the firm: 

This is a fantastic opportunity to join a forward-thinking investment platform known for its commitment to innovation and growth, and its pride in a people-first culture. As part of a supportive and collaborative team, you’ll focus on problem-solving and innovation. Our client has recently been recognised as one of the UK’s Best Workplaces for Development 2024.

With great benefits, such as, private medical insurance, 6% employer pension contribution, 27 days holiday + bank holidays + a day off for your birthday! 

About the role:

• Processing operational tasks such as transfers and cash payments across various investment wrappers (ISAs, JISAs, GIAs, and Pensions)
• Managing cash and asset flows using internal and external transfer and payment systems
• Collaborating within a small team to ensure accurate and timely completion of daily tasks
• Maintaining ownership of requests until resolution, ensuring compliance with agreed SLA’s
• Taking responsibility for key operational processes within the operations domain
• Identifying and resolving technical issues using Python scripts and collaborative applications, while adapting to evolving business needs

About you:

• Strong knowledge of transfer processes, including Equisoft (ATG) and Origo
• Experienced with established platforms
• Thrive in fast-paced environments with frequent context switching
• Eager to learn and take ownership of processes and customer outcomes
• Proactive, with a high level of ownership in delivering optimal client results
• Organised and effective at cross-team communication
• Interested in technical builds and keen to work in a tech-focused environment

If you’re excited about the chance to be a part of this growing team, please apply today. We would love to hear from you!

Do you have experience in financial services and have excellent skills? Are you a good communicator capable of developing professional relationships with both colleagues and clients?

Our client, a leading wealth management firm, is looking for a Senior Administrator to provide administrative support to investment service activities in an important area of the company.

You will be:

• Resolving client and investment administration queries
• Responsible for the opening processes for new clients
• Preparing any payment and transaction forms for investment managers
• Assist with the new client account opening process as appropriate
• Present documents professionally and in an appropriate format for Investment Manager sign-off
• Interact, respond, and resolve any client queries, and at times referring to senior members
• Develop professional relationships with clients, assisting and organising any meetings and preparation documentation

Your skills and qualifications:

• Able to effectively manage tasks to meet deadlines while maintaining high levels of accuracy
• Knowledge and interest of private client fund management 
• Excellent analytical and numeracy skills
• Strong organisation skills
• Experience in Microsoft PowerPoint and other packages 
• High quality written and verbal communication skills
• Computer literate

If this sounds like you, please apply today.

Do you have leadership experience with excellent communication and presentation skills?

Our client, a growing wealth management platform, is looking for a Operations Manager to join their Bath based team.

Your responsibilities:

• Ensure high service quality across team processes, adhering to KPIs and SLAs
• Oversee resource planning, adapting to changing volumes, and planning for future needs
• Maintain and update procedure guides and training materials for team development
• Lead daily huddles, monthly meetings, and ensure effective communication between delivery teams and the business
• Oversee call center operations, ensuring consistently excellent service in collaboration with the Customer Experience Manager
• Act as the business owner for your area, managing key decisions, escalations, and performance monitoring
• Provide data-driven insights and support budgeting/forecasting for informed executive decisions
• Lead, manage, and develop a team of 8-12, ensuring performance reviews, coaching, and DEI commitment
• Uphold and enhance the risk control framework, ensuring compliance, training, and effective incident management
• Manage vendor oversight, escalate issues, and liaise with external auditors to address concerns

Your skills: 

• Strong communication, presentation, and group facilitation skills
• In-depth knowledge of relevant regulations and financial services market
• Leadership experience in operational or client-facing roles, including call center oversight
• Proven ability to prioritise tasks and manage workloads to meet targets
• Proactive problem-solving with strong persuasion and change management skills
• Finance or accounting qualifications, with a solid understanding of investment vehicles and financial planning

If this sounds like you, please apply today.

Are you an organised and efficient administrator? Do you have good communication skills and a ‘can do’ attutude?

Our client, an award winning investment and technology firm, is looking for an Investment Administration Associate to join their Asset Transfers team.

Your responsibilities will include:

• Dealing with transfers in and out of the firm
• Liaising with transfer managers and other firms to complete transfers efficiently
• Providing update to advisers and account providers
• Ensuring that transfers are chased in a timely and effective manner
• Processing specie transfers in and out

Your skills:

• Well organised
• Self-reliant, good problem solver, results oriented
• Energetic, collaborative, and proactive
• Good communication skills
• Familiarity with Microsoft Office, including strong Excel knowledge
• At least 6-12 months experience in a similar administration based role (desirable)
• An understanding of ISA and SIPP regulations (desirable)

About the Firm:

• Multi award winning technology and financial services business – multiple Gold awards for client service and recently secured a national award for the business
• Extensive benefits package including a wellness subsidy, volunteer leave (3 days per year), discretionary bonus and substantial pension
• Modern offices in central Bristol offering open plan working, break out pods, games areas and a wellbeing room

If you would like to be considered for this role, please apply today.