Financial Services

Experts in Financial Services recruitment

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At Fintelligent, we specialise in connecting high-growth financial services businesses with outstanding talent across sectors such as residential mortgages, personal loans, vehicle finance, consumer credit, recoveries, and litigation. Our approach is fully adaptable, enabling us to support both individual hires—whether permanent, temporary, contract, or interim—and large-scale, bespoke recruitment projects tailored to your specific business needs.

With over a decade of industry expertise, we partner with you to understand your strategic objectives and act as a true extension of your team, representing your brand with integrity and professionalism in the market. Whether you need a singular critical hire or an entire team buildout, our recruitment solutions are results-driven and designed to align with your organisational culture and goals.

By partnering with Fintelligent, you gain access to a comprehensive recruitment strategy that prioritises diversity, cultural fit, and long-term impact, ensuring we deliver the talent that will drive sustainable growth and meaningful change for your business.

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Our Most Recent Successful Projects

10 year partnership & 4 year project – Mortgage & Specialist Lending Brokerage – Greater Manchester

3 year project, we partnered with an established second charge lender to lead their recruitment and retention initiatives post covid-19. Supporting with a headcount increase and introduction of new roles to the business. Total hires of 48, With a CV-to-interview ratio of 1.5:1 and interview-to-offer of 8.4:1.

3 year project – Second Charge Lender – Manchester

Over a three-year project, we partnered with an established second charge lender to drive recruitment and retention efforts post-COVID-19, supporting headcount growth and the introduction of new roles. We completed 48 hires with a CV-to-interview ratio of 1.5:1 and an interview-to-offer ratio of 8.4:1.

6 year partnership – Top-tier Health Insurance Provider – Multiple UK Sites

We successfully partnered with one of the UK’s largest health insurance providers, supporting consistent year-on-year headcount growth and advising on remote and hybrid hiring strategies. This collaboration resulted in 174 hires, with a CV-to-interview ratio of 1.5:1 and an interview-to-offer ratio of 8.4:1.

Operational Change Manager – Property - Conveyancing – Manchester

Successful headhunt of an experienced Operational Change Manager within the Property Space. Candidate was looking for an opportunity to work for a larger more established firm. Secured an uplift on compensation and added significant experience to current leadership team

Areas we cover

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Lending & Insurance
  • Mortgage Intermediaries
  • Motor Finance
  • Unsecured Lending
  • Protection & Health Insurance
  • Wealth Management & Pensions
Contact Center
  • Litigation
  • Debt Recoveries
  • Umbrella Services
  • Accountancy & Finance
  • Non-qualified Legal
  • Property Services

Roles we specialise in

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Leadership
  • CEO
  • COO
  • CFO
  • Director of Sales
  • HRBP
  • Chief People Officer
  • Director of Compliance
  • Head of Compliance
  • Operations Director
Operational Roles
  • Sales Manager
  • Customer Services Manager
  • Processing Manager
  • Sales Advisor
  • Business Development Manager
  • Key Account Manager
  • Case Manager
  • Collections Advisor
  • Finance Assistant
  • HR Manager
  • Operations Manager

Latest Global Job Opportunities

Credit Underwriter

Financial Services
Salary£30,000 - £33,000 - Per Year
Job TypePermanent
Are you an experienced Credit Underwriter looking for an exciting opportunity with a market-leading company? Our client, based in the heart of Altrincham, specialises in providing business loans up to £750,000. Due to their ongoing growth, they are seeking a talented Credit Underwriter to join their dynamic team. This role offers a competitive salary ranging from £30,000 to £33,000, depending on experience. You'll enjoy a generous holiday package, including 20 days of annual leave, which increases to 25 days with service, plus 8 Bank Holidays and your birthday off. With genuine career progression opportunities, this role is perfect for someone looking to advance their career in credit underwriting. As a Credit Underwriter, you'll be responsible for: Assessing the risks of SME loan applications with objective and independent judgment. Ensuring compliance with Credit Policy, guidelines, and processes. Obtaining and reviewing credit information on businesses and Beneficial Owners. Conducting risk assessments considering lender guidelines and market trends. Adhering to AML, KYC, and KYB policies. Working within agreed timelines for credit proposals and reviews. Coordinating effectively with colleagues across various teams. Package and Benefits: The Credit Underwriter role comes with a fantastic package: Annual salary of £30,000 - £33,000, dependent on experience. Hybrid working after 6 month probation - 2 days from home. 20 days holiday, increasing to 25 days with service, plus 8 Bank Holidays. Your birthday off every year. Genuine career progression opportunities. Office hours from Monday to Friday, with no weekends or late nights. The ideal Credit Underwriter will have: At least two years of underwriting experience in a Consumer or SME environment. A broad understanding of SMEs and current market trends. Practical knowledge of KYC, AML, and KYB requirements. Strong communication skills and the ability to build relationships. Excellent attention to detail and accountability. A proactive, team-oriented attitude and drive to succeed. High personal and professional integrity. If you have experience or interest in roles such as Loan Underwriter, Risk Analyst, Credit Analyst, Financial Underwriter, or Lending Specialist, this Credit Underwriter position could be the perfect fit for you. If you're ready to take the next step in your career as a Credit Underwriter, this opportunity with our client in Altrincham could be just what you're looking for. Apply now and become part of a team that's making a real difference in the world of business finance. Alternatively please call Jenni on 01614166135 for more information. JL_FIN

Live Chat Support Advisor

Financial Services
Salary£24,500 - £24,500 - Per Year
Job TypePermanent
Are you ready to make an impact as a Live Chat Agent in the insurance brokerage industry? Our client, a leader in the specialist insurance market, is seeking a dynamic individual to join their team in Manchester. This is a fantastic opportunity to work in a forward-thinking environment where your contributions truly matter. Join a company that values its employees with a competitive salary of £24,500 per year and the flexibility of hybrid working. Be part of a team that is revolutionising the insurance industry with a fresh, customer-focused approach. The client is a leading specialist insurance intermediary based in Manchester. Known for their innovative approach, they have been transforming the insurance market since 1998. With a focus on customer satisfaction, they serve over 350,000 policyholders and attract millions of website visitors annually. As a Live Chat Agent, you will: Provide exceptional customer service via live chat, addressing queries and concerns efficiently. Assist customers with their insurance needs, offering tailored advice and solutions. Collaborate with the team to enhance customer experience and streamline processes. Maintain accurate records of customer interactions and transactions. Stay updated on product knowledge and industry trends to better assist customers. Package and Benefits: The Live Chat Agent role comes with an attractive package: Annual salary of £24,500. Hybrid working model, offering flexibility and work-life balance. Opportunities for professional development and growth within the company. Strong benefits package (guide supplied prior to interview) The ideal Live Chat Agent will: Have excellent communication skills, both written and verbal. Be customer-focused with a passion for delivering high-quality service. Possess strong problem-solving abilities and attention to detail. Be able to work independently as well as part of a team. Have previous experience in a customer service or insurance role (preferred but not essential). If you're interested in roles such as Customer Service Representative, Insurance Advisor, Online Support Agent, Client Services Specialist, or Insurance Customer Support, this Live Chat Agent position could be the perfect fit for you. If you're ready to join a company that values innovation and customer satisfaction, apply now for the Live Chat Agent role. This is your chance to be part of a dynamic team in the heart of Manchester and make a real difference in the insurance industry.

Personal Injury Claims Handler

Financial Services
Salary£26,000 - £35,000 - Per Year
Job TypePermanent
Are you a skilled negotiator with a knack for handling Personal Injury claims? Our client, a leading innovator in the insurance and technology sector, is seeking a talented Personal Injury Claims Handler to join their dynamic team in Manchester. This is an exciting opportunity to work with an award-winning company that values its people and is dedicated to innovation and customer satisfaction. This role offers a competitive salary of £27,000 - £35,000 per year, along with a fantastic benefits package. You'll enjoy 25 days holiday plus an extra day off, with the option to buy or sell additional days. Hybrid working is available after the initial training period with only one day in the office per week, providing flexibility to suit your lifestyle. Our client is a fast-growing UK insurer known for its innovative approach to data and technology. Since its inception over 16 years ago, the company has expanded significantly and become a major player in the UK Insurance market. With a strong commitment to reducing risk and tackling fraud, the company stands out in the industry through its cutting-edge technology and dedication to restoring trust in insurance. The Personal Injury Claims Handler will: Manage a portfolio of Personal Injury claims from receipt to conclusion. Negotiate settlements with customers, suppliers, and third-party representatives. Identify potential fraud indicators and refer them promptly. Handle inbound and outbound communications, ensuring accurate file reservations. Assess basic liability decisions and manage customer expectations. Ensure compliance with company policies and guidelines. Package and Benefits: The Personal Injury Claims Handler will benefit from: Annual salary of £27,000 - £35,000 Annual bonus and pension scheme. 25 days holiday plus an extra day off, with holiday buy and sell options. Group life assurance and insurance discounts. Season ticket loan and onsite parking. Hybrid working options after the initial training period. The ideal Personal Injury Claims Handler will have: Proven background working in motor claims, particularly in bodily injury claims. Exceptional negotiation and communication skills. Knowledge of the OIC Portal and regulatory frameworks. Ability to manage deadlines and assess liability. Experience with FCA requirements and Pre-Action Protocols. If you have experience or interest in roles such as Claims Handler, Insurance Claims Specialist, Motor Claims Advisor, Liability Claims Adjuster, or Legal Claims Analyst, this Personal Injury Claims Handler position could be the perfect fit for you. If you're ready to take on a challenging and rewarding role as a Personal Injury Claims Handler, this is your chance to join a forward-thinking company that values innovation and excellence. Apply now to become part of a team that is making a real difference in the insurance industry. AW_FIN

Independent Financial Advisor

Financial Services
Salary£80,000 - £100,000 - Per Year
Job TypePermanent
Are you an ambitious Independent Financial Adviser looking for an exciting new challenge? Our client, a growing firm based in Salford, is seeking a skilled adviser to join their team. With £2.5 million currently under management and a portfolio review on the horizon, this is a fantastic opportunity to shape the company's future. This role offers a negotiable salary ranging from £80,000 to £100,000 annually, depending on experience. You'll enjoy flexible working arrangements, including 1-2 days working from home, and have the chance to become a true stakeholder in the business with equity/share options. They will also offer a retainer in your first 3 months, to guarantee and support your earnings. Our client is a well-established firm with years of experience in providing independent mortgage advice. They offer a comprehensive range of UK mortgage products, including re-mortgages and buy-to-let options. Their mission is to simplify the mortgage process, ensuring clients make informed decisions on their largest financial transactions. As an Independent Financial Adviser, your responsibilities will include: Providing comprehensive financial advice on pensions, investments, protection, and estate planning. Leading the upcoming portfolio review to achieve optimal client outcomes. Expanding the firm's client base through new business and relationship development. Collaborating with the support team to maintain high service and compliance standards. Contributing to the firm's operational development and client process efficiency. Package and Benefits: The Independent Financial Adviser role comes with an attractive package Annual OTE of £80,000 - £100,000+ (uncapped) Equity/share options for a stake in the business. Flexible working arrangements, including 1-2 days WFH. Generous revenue split options. Opportunity to build and lead a team. The ideal candidate for the Independent Financial Adviser position will have: A Level 4 Diploma qualification with current CAS status. A proven track record in financial advice, with strong compliance and FCA knowledge. Excellent relationship-building skills for maintaining client trust. At least 3 years of experience in financial services or planning. A proactive, entrepreneurial spirit suited to a flexible environment. Experience in a network or directly authorised setting is preferred. If you're an experienced Financial Planner, Wealth Manager, Pensions Adviser, Investment Consultant, or Financial Consultant, this Independent Financial Adviser role could be the perfect fit for you. Explore this opportunity to advance your career in a dynamic and supportive environment. If you're ready to take the next step in your career as an Independent Financial Adviser, this is your chance to join a thriving firm at a pivotal moment. Don't miss out on this opportunity to make a significant impact and grow with the company. Apply now! AW_FIN

Mortgage Advisor (Field Based)

Financial Services
Salary£30,000 - £30,000 - Per Year
Job TypePermanent
Are you an experienced CeMAP-qualified Mortgage Advisor with a proven track record who wants to earn well over 6 figures? We are partnered with a leading independent Mortgage Broker in the North West who offer a unique market proposition, providing holistic financial advice to their clients. Enjoy a competitive basic salary which provides a solid foundation for you to earn industry leading amounts of commission on top, this is not your typical advisory role and it is designed for experienced advisors who ideally have experience in a face-to-face capacity. The position will be field based, with occasional office travel required. As a Mortgage Advisor, you'll be responsible for: Providing ethical, compliant, and tailored mortgage and protection advice to clients on a face-to-face basis. Supporting clients with a plethora of other financial options within Estate Planning as an additional revenue stream (full product training provided) Maximising productivity through pre-arranged, quality-controlled appointments with top quality leads with extremely high conversion rates. Placing cover in the market, using the best lenders for client circumstances. Building and maintaining strong relationships with prospective customers. Meeting and exceeding sales targets while maintaining high service standards. Collaborating with administrative and compliance teams for seamless service delivery. Package and Benefits: The Mortgage Advisor role comes with a comprehensive package, including: Basic salary of £30,000 with uncapped commission and OTE in excess of £100k+ Well established top performer hit circa £150k last year. Leads provided that are pre-qualified and of an extremely high quality, so you can focus on billing. No weekend hours are required. Comprehensive administrative and compliance support to take the admin burden away. Company pension plan. 25 days of annual leave. The ideal Mortgage Advisor candidate will have: Full CeMAP qualification. Strong experience in Mortgage Advisory. Experience in advising in a face-to-face capacity. A results-driven mindset with excellent communication skills. Commitment to providing ethical and compliant advice. Access to own vehicle with a full driving license (mileage will be reimbursed) If you're a motivated Mortgage Advisor looking to earn an incredible living, in an organisation with high staff retention rates and top quality infrastructure, this opportunity is perfect for you. Apply now and take the next step in your career, delivering outstanding advice and achieving your professional goals.

Customer Service Administrator

Financial Services
Salary£25,000 - £26,000 - Per Year
Job TypePermanent
Are you passionate about delivering exceptional customer service and looking for a new challenge? Our client is seeking a Customer Service Administrator: to join their dynamic team in Manchester. This role is perfect for someone who thrives in a fast-paced environment and is eager to contribute to a company renowned for its outstanding customer experiences in the property sector. This exciting role offers a competitive salary of £26,000, along with a generous holiday allowance and the added perk of having your birthday off. You'll be based in a new city centre office in Manchester, working Monday to Friday, 9.00am to 5.30pm. The company also offers wellness support and a pension scheme to ensure you feel valued and supported. Our client is a leading name in the property sector, dedicated to creating memorable customer experiences. With a culture that celebrates success and encourages professional growth, the company provides an environment where employees can thrive and make a real impact. The Customer Service Administrator: Support various teams with administrative tasks and customer calls. Build and maintain positive relationships with associates and customers. Achieve set targets and exceed KPIs. Take ownership of their territory, identifying and resolving issues. Manage mailboxes, run reports, send contracts, and handle invoices. Attend meetings and collaborate with sales, customer service, and business development teams. Serve as a dedicated point of contact for panel companies, referrers, and customers. Package and Benefits: The Customer Service Administrator will enjoy: An annual salary of £26,000. Generous holiday allowance plus your birthday and bank holidays off. Wellness support and a pension scheme. Potential to work from home. Staff engagement activities and an annual awards ceremony. The Customer Service Administrator: Agent will have: Proven problem-solving skills and the ability to take control of situations. Excellent time management and multitasking abilities. Strong communication and customer service skills. Technical proficiency across various system platforms and software applications. The ability to work independently and motivate others. A solid understanding of business and marketing principles. If you're an experienced Customer Service Administrator, Business Development Executive, Customer Support Specialist, Client Relations Manager, or Customer Experience Coordinator, this Senior Business & Customer Support Agent role could be your next career move. Your skills and experience could be a perfect fit for this exciting opportunity. Alternatively please call Jenni on 01614166135 for more information JL_FIN

Customer Insurance Advisor

Financial Services
Salary£25,000 - £25,000 - Per Year
Job TypePermanent
Are you someone who thrives on providing outstanding customer service? Our client is on the lookout for a committed Customer Insurance Advisor to become part of their dynamic team. This is a remarkable chance to collaborate with a company that takes pride in simplifying insurance and making it accessible to all. With a competitive salary of £24,000 - £25,000 per year, this role offers you the chance to be part of a dynamic team. Enjoy working in a forward-thinking environment where your contributions make a real impact. Plus, you'll be joining a company that is a leader in the specialist insurance market. The client is a leading specialist insurance intermediary based in Manchester, known for their fresh approach to insurance. They have been revolutionising the industry since for over 15 years with their easy-to-buy, value-driven products. With a strong commitment to customer satisfaction, they serve over 350,000 policyholders and attract millions of visitors to their websites annually. As a Customer Insurance Advisor, you will: Providing exceptional customer service to policyholders Assisting clients in understanding their insurance options Processing insurance applications and renewals efficiently Maintaining accurate records and documentation Collaborating with team members to enhance service delivery Addressing client queries and concerns promptly Package and Benefits: The Customer Insurance Advisor will enjoy: Salary of £25,000 with bonus - OTE £30,000 - £35,000 - UNCAPPED 25 days holiday, plus an extra day for each year worked (up to 28 days). Option to buy or sell up to 5 days Birthday day off Hybrid working after training Up to 2 days volunteering leave a year Enhanced sick pay after 12 months Annual flu jab Free eye tests 24/7 Employee Assistance programme Clear career progression with regular reviews Support for professional qualifications £1,500 loyalty bonus, subject to conditions Quarterly staff awards Workplace pension (NEST) Annual social events Enhanced maternity/paternity pay, adoption, or fertility help Discounts on company products Cycle to Work scheme Free fruit weekly in the office Free monthly office lunch Casual dress code Free onsite parking The ideal Customer Insurance Advisor will have: Strong communication and interpersonal skills Experience in the insurance industry or a related field Ability to work independently and as part of a team Detail-oriented with excellent organisational skills Proficiency in using digital tools and platforms A customer-focused mindset Willingness to learn and adapt If you're interested in roles such as Insurance Consultant, Client Services Advisor, Insurance Specialist, Policy Advisor, or Insurance Account Manager, this Customer Service Advisor position could be the perfect fit for you. If you're ready to take on the challenge of transforming the insurance experience, apply now to become a Customer Service Advisor with our client. Join a team that's leading the way in making insurance straightforward and accessible for everyone.

Fleet Insurance Advisor

Financial Services
Salary£32,000 - £37,000 - Per Year
Job TypePermanent
Are you a Fleet Insurance Advisor looking for your next opportunity? Our client, a well-established commercial insurance broker, is on the hunt for a talented individual to join their dynamic team. With a solid presence in the motor trade insurance sector, they also offer a wide range of fleet policies to their clients. This role offers a competitive salary ranging from £32,000 to £35,000 per year, plus a monthly bonus of around £500. You'll be joining a company that values professional development and provides access to competitive insurance products. Additionally, you'll be part of a team that prides itself on exceptional relationships with both insurers and customers. Our client is a commercial insurance broker with a passion for motor trade insurance. Established in 2005, they have grown to become a significant player in the sector, forming excellent partnerships with leading UK insurance providers. They are dedicated to offering professional advice and ensuring their customers are fully protected. As a Fleet Insurance Advisor, you will: Handle all new business enquiries related to fleet insurance. Conduct fact-finding and underwriting for potential clients. Sell a broad range of fleet policies to clients. Maintain and build excellent relationships with customers and colleagues. Ensure accuracy and attention to detail in all tasks. Work effectively under pressure and as part of a team. Package and Benefits: The Fleet Insurance Advisor role comes with an attractive package, including: Annual salary between £32,000 and £37,000. Monthly bonus scheme. Opportunities for professional development. Access to competitive insurance products. An encouraging and dynamic team environment. The ideal Fleet Insurance Advisor will have: Previous background working in fleet or commercial insurance. Excellent communication skills, both written and verbal. Exceptional social skills and the ability to build relationships. Good organisational skills and attention to detail. A self-motivated, personable, and well-spoken demeanour. The ability to work under pressure and as part of a team. If you're interested in roles such as Fleet Account Executive, Commercial Insurance Advisor, Motor Trade Insurance Specialist, Insurance Sales Executive, or Customer Relationship Manager, this Fleet Insurance Advisor position could be perfect for you. If you're a motivated and experienced Fleet Insurance Advisor looking to join a thriving company, this could be the perfect opportunity for you. Apply now to take the next step in your career and become part of a team that values expertise and customer satisfaction.

Collections Advisor

Financial Services
Salary£26,000 - £30,000 - Per Year
Job TypePermanent
Are you a people person with a knack for problem-solving? Our client is seeking a Collections Agent to join their team in Manchester. This exciting role involves supporting customers with outstanding payments, ensuring they receive the best possible service. The company is dedicated to revolutionising the used car finance industry, making the car buying experience as simple and joyful as possible. Enjoy a competitive salary ranging from £26,000 to £30,000, with the added bonus of a discretionary company bonus scheme. Benefit from 25 days of holiday, which increases to 28 days after three years of service, plus bank holidays. Additionally, you'll have access to a private medical plan and a health cash plan for you and your family, ensuring your well-being is always a priority. Our client is on a mission to transform the used car finance industry in the UK. With a focus on customer empowerment, they aim to make the car buying process straightforward and enjoyable. The company is based in Manchester, Oxford, and London, and is committed to supporting both their customers and employees. As a Collections Agent, you'll be responsible for: Handling telephone queries from customers facing financial difficulties. Engaging in meaningful conversations to find suitable payment solutions. Setting up payment plans and collaborating with specialist teams. Demonstrating compassion and understanding for customers in vulnerable situations. Keeping accurate records of conversations and actions. Reviewing and suggesting improvements to processes. Identifying and reporting potential risks to your line manager. Package and Benefits: The Collections Agent role comes with an attractive package, including: Annual salary of £26,000 - £30,000. Discretionary company bonus scheme. 25 days holiday, increasing to 28 after three years, plus bank holidays. Private medical insurance and health cash plan. 5% pension contribution from the company. Employee discounts and free office refreshments. Enhanced family leave and paid sick leave. The ideal candidate for the Collections Agent position will have: Experience in a Payment Support, Collections, or Recoveries role. Excellent verbal and written communication skills. Strong understanding of financial principles and customer support strategies. A proactive approach to managing and prioritising caseloads. A passion for helping customers improve their financial health. If you have experience or interest in roles such as Payment Support Agent, Recoveries Officer, Debt Collection Specialist, Customer Service Advisor, or Financial Support Officer, this Collections Agent position could be the perfect fit for you. If you're driven, empathetic, and eager to make a difference in the financial well-being of others, this Collections Agent role is an excellent opportunity to join a dynamic and supportive team. Don't miss out on the chance to be part of a company that's making waves in the used car finance industry. Apply now and take the next step in your career!

Insurance Advisor

Financial Services
Salary£25,000 - £25,000 - Per Year
Job TypePermanent
Are you passionate about making insurance simple and accessible? Our client is looking for an enthusiastic Insurance Advisor to join their innovative team. This is a fantastic opportunity to work with a company that prides itself on providing easy-to-understand, jargon-free insurance solutions. With a competitive salary of £25,000 per year and uncapped commission, this role offers you the chance to be part of a dynamic team. Enjoy working in a forward-thinking environment where your contributions make a real impact. Plus, you'll be joining a company that is a leader in the specialist insurance market. The client is a leading specialist insurance intermediary based in Manchester, known for their fresh approach to insurance. They have been revolutionising the industry since 1998 with their easy-to-buy, value-driven products. With a strong commitment to customer satisfaction, they serve over 350,000 policyholders and attract millions of visitors to their websites annually. The Insurance Advisor will: Provide exceptional customer service to policyholders Assist clients in understanding their insurance options Process insurance applications and renewals efficiently Maintain accurate records and documentation Stay updated on industry trends and product offerings Collaborate with team members to enhance service delivery Address client queries and concerns promptly Package and Benefits: The Insurance Advisor will enjoy: Annual salary of £25,000 with uncapped commission. Expected OTE of around £35,000 with top performers exceeding this soft target. Warm inbound calls with customers who have a genuine interest in a specialist Insurance policy. Opportunities for professional development and growth A supportive and collaborative work environment Access to a range of company benefits The ideal Insurance Advisor will have: Strong communication and interpersonal skills Experience in the insurance industry or a related field. Ability to work independently and as part of a team. Detail-oriented with excellent organisational skills. Proficiency in using digital tools and platforms. A customer-focused mindset. Willingness to learn and adapt. If you're interested in roles such as Insurance Consultant, Client Services Advisor, Insurance Specialist, Policy Advisor, or Insurance Account Manager, this Insurance Advisor position could be the perfect fit for you. If you're ready to take on the challenge of transforming the insurance experience, apply now to become an Insurance Advisor with our client. Join a team that's leading the way in making insurance straightforward and accessible for everyone.

Personal Injury Handler

Financial Services
Salary£26,000 - £35,000 - Per Year
Job TypePermanent
Are you a skilled negotiator with a knack for handling personal injury claims? Our client, a leading innovator in the insurance and technology sector, is seeking a talented Personal Injury Handler to join their dynamic team in Manchester. This is an exciting opportunity to work with an award-winning company that values its people and is dedicated to innovation and customer satisfaction. This role offers a competitive salary of £27,000 - £35,000 per year, along with a fantastic benefits package. You'll enjoy 25 days holiday plus an extra day off, with the option to buy or sell additional days. Hybrid working is available after the initial training period with only one day in the office per week, providing flexibility to suit your lifestyle. Our client is a fast-growing UK insurer known for its innovative approach to data and technology. Since its inception over 16 years ago, the company has expanded significantly and become a major player in the UK Insurance market. With a strong commitment to reducing risk and tackling fraud, the company stands out in the industry through its cutting-edge technology and dedication to restoring trust in insurance. The Personal Injury Handler will: Manage a portfolio of personal injury claims from receipt to conclusion. Negotiate settlements with customers, suppliers, and third-party representatives. Identify potential fraud indicators and refer them promptly. Handle inbound and outbound communications, ensuring accurate file reservations. Assess basic liability decisions and manage customer expectations. Ensure compliance with company policies and guidelines. Package and Benefits: The Personal Injury Handler will benefit from: Annual salary of £27,000 - £35,000 Annual bonus and pension scheme. 25 days holiday plus an extra day off, with holiday buy and sell options. Group life assurance and insurance discounts. Season ticket loan and onsite parking. Hybrid working options after the initial training period. The ideal Personal Injury Handler will have: Proven background working in motor claims, particularly in bodily injury claims. Exceptional negotiation and communication skills. Knowledge of the OIC Portal and regulatory frameworks. Ability to manage deadlines and assess liability. Experience with FCA requirements and Pre-Action Protocols. If you have experience or interest in roles such as Claims Handler, Insurance Claims Specialist, Motor Claims Advisor, Liability Claims Adjuster, or Legal Claims Analyst, this Personal Injury Handler position could be the perfect fit for you. If you're ready to take on a challenging and rewarding role as a Personal Injury Handler, this is your chance to join a forward-thinking company that values innovation and excellence. Apply now to become part of a team that is making a real difference in the insurance industry.

Commercial Account Exec

Financial Services
Salary£40,000 - £60,000 - Per Year
Job TypePermanent
Are you an experienced Commercial Account Handler looking for your next challenge? Our client, a multi-award-winning Commercial Insurance Brokerage, is on the hunt for a talented individual to join their team in Lancashire. With a reputation for delivering tailored insurance solutions, this role offers the chance to manage a diverse portfolio of clients across various sectors. This exciting role offers a competitive salary ranging from £32,000 to £40,000, alongside a performance-related bonus scheme. You'll enjoy a generous holiday package including 25 holidays plus bank holidays, and an additional wellbeing or birthday holiday. Flexible working hours and the option for remote work when needed are also part of the package. Our client is a renowned Commercial Insurance Brokerage known for its expert solutions that cater to businesses of all sizes. Since its inception over 15 years ago, the company has consistently achieved growth and is recognised for its comprehensive policies that provide clients with peace of mind. The Commercial Account Handler will: Manage day-to-day insurance requirements for commercial clients, including MTAs, renewals, and new business. Conduct comprehensive market broking exercises and risk analysis. Prepare client reports, cover summaries, and FCA-compliant documentation. Attend trade-related events and joint client meetings with Client Executives. Maintain quality and customer service standards, ensuring client records are accurate and up to date. Package and Benefits: The Commercial Account Handler will benefit from: Annual salary between £32,000 and £40,000+ Performance-related bonus scheme. Pension contributions. 25 holidays plus bank holidays, with an additional wellbeing or birthday holiday. Flexible working hours and remote working options when necessary. Paid wellbeing programme and access to healthcare products. Free motor breakdown cover and life insurance. The ideal Commercial Account Handler will have: Over 3 years of commercial insurance broking experience. Strong technical knowledge of commercial insurance products and the Lloyd's market. Excellent communication, decision-making, and relationship management skills. A driving licence and eligibility to work in the UK. The ability to work independently and manage multiple tasks efficiently. If you're interested in roles such as Insurance Broker, Client Account Manager, Commercial Insurance Advisor, Risk Analyst, or Client Relationship Manager, this Commercial Account Handler position could be the perfect fit for you. If you're ready to take the next step in your career as a Commercial Account Handler, this opportunity is not to be missed. Join a dynamic team and make a real impact in the world of commercial insurance. Apply now and help our client continue to deliver exceptional service to their diverse range of clients.

Commercial Account Handler

Financial Services
Salary£32,000 - £40,000 - Per Year
Job TypePermanent
Are you an experienced Commercial Account Handler looking for your next challenge? Our client, a multi-award-winning Commercial Insurance Brokerage, is on the hunt for a talented individual to join their team in Lancashire. With a reputation for delivering tailored insurance solutions, this role offers the chance to manage a diverse portfolio of clients across various sectors. This exciting role offers a competitive salary ranging from £32,000 to £40,000, alongside a performance-related bonus scheme. You'll enjoy a generous holiday package including 25 holidays plus bank holidays, and an additional wellbeing or birthday holiday. Flexible working hours and the option for remote work when needed are also part of the package. Our client is a renowned Commercial Insurance Brokerage known for its expert solutions that cater to businesses of all sizes. Since its inception over 15 years ago, the company has consistently achieved growth and is recognised for its comprehensive policies that provide clients with peace of mind. The Commercial Account Handler will: Manage day-to-day insurance requirements for commercial clients, including MTAs, renewals, and new business. Conduct comprehensive market broking exercises and risk analysis. Prepare client reports, cover summaries, and FCA-compliant documentation. Attend trade-related events and joint client meetings with Client Executives. Maintain quality and customer service standards, ensuring client records are accurate and up to date. Package and Benefits: The Commercial Account Handler will benefit from: Annual salary between £32,000 and £40,000+ Performance-related bonus scheme. Pension contributions. 25 holidays plus bank holidays, with an additional wellbeing or birthday holiday. Flexible working hours and remote working options when necessary. Paid wellbeing programme and access to healthcare products. Free motor breakdown cover and life insurance. The ideal Commercial Account Handler will have: Over 3 years of commercial insurance broking experience. Strong technical knowledge of commercial insurance products and the Lloyd's market. Excellent communication, decision-making, and relationship management skills. A driving licence and eligibility to work in the UK. The ability to work independently and manage multiple tasks efficiently. If you're interested in roles such as Insurance Broker, Client Account Manager, Commercial Insurance Advisor, Risk Analyst, or Client Relationship Manager, this Commercial Account Handler position could be the perfect fit for you. If you're ready to take the next step in your career as a Commercial Account Handler, this opportunity is not to be missed. Join a dynamic team and make a real impact in the world of commercial insurance. Apply now and help our client continue to deliver exceptional service to their diverse range of clients.

Personal Injury Handler

Financial Services
Salary£27,000 - £30,000 - Per Year
Job TypePermanent
Are you a skilled negotiator with a knack for handling Personal Injury claims? Our client, a leading innovator in the insurance and technology sector, is seeking a talented Personal Injury Claims Handler to join their dynamic team in Haywards Heath. This is an exciting opportunity to work with an award-winning company that values its people and is dedicated to innovation and customer satisfaction. This role offers a competitive salary of £27,000 - £35,000 per year, along with a fantastic benefits package. You'll enjoy 25 days holiday plus an extra day off, with the option to buy or sell additional days. Hybrid working is available after the initial training period with only one day in the office per week, providing flexibility to suit your lifestyle. Our client is a fast-growing UK insurer known for its innovative approach to data and technology. Since its inception over 16 years ago, the company has expanded significantly and become a major player in the UK Insurance market. With a strong commitment to reducing risk and tackling fraud, the company stands out in the industry through its cutting-edge technology and dedication to restoring trust in insurance. The Personal Injury Claims Handler will: Manage a portfolio of Personal Injury claims from receipt to conclusion. Negotiate settlements with customers, suppliers, and third-party representatives. Identify potential fraud indicators and refer them promptly. Handle inbound and outbound communications, ensuring accurate file reservations. Assess basic liability decisions and manage customer expectations. Ensure compliance with company policies and guidelines. Package and Benefits: The Personal Injury Claims Handler will benefit from: Annual salary of £27,000 - £35,000 Annual bonus and pension scheme. 25 days holiday plus an extra day off, with holiday buy and sell options. Group life assurance and insurance discounts. Season ticket loan and onsite parking. Hybrid working options after the initial training period. The ideal Personal Injury Claims Handler will have: Proven background working in motor claims, particularly in bodily injury claims. Exceptional negotiation and communication skills. Knowledge of the OIC Portal and regulatory frameworks. Ability to manage deadlines and assess liability. Experience with FCA requirements and Pre-Action Protocols. If you have experience or interest in roles such as Claims Handler, Insurance Claims Specialist, Motor Claims Advisor, Liability Claims Adjuster, or Legal Claims Analyst, this Personal Injury Claims Handler position could be the perfect fit for you. If you're ready to take on a challenging and rewarding role as a Personal Injury Claims Handler, this is your chance to join a forward-thinking company that values innovation and excellence. Apply now to become part of a team that is making a real difference in the insurance industry. AW_FIN

Customer Account Executive

Financial Services
Salary£25,000 - £30,000 - Per Year
Job TypePermanent
Are you ready to take on an exciting challenge as a Collections Advisor for a dynamic company based in Wilmslow? due to company growth we are looking for someone who can dive right in and make a difference. If you're passionate about customer relations and have a knack for resolving complex situations, this could be the perfect role for you! Join us as a Collections Advisor and enjoy a competitive salary ranging from £25,000 to £30,000 per year. You'll be part of a supportive team in a vibrant Wilmslow location, where you'll have the opportunity to grow and develop your skills. Plus, you'll be working in a company that values curiosity and empathy. As a Collections Advisor, your responsibilities will include: Resolving complex customer issues promptly and effectively. Understanding and balancing commercial needs with customer satisfaction. Building quick rapport with customers and third-party suppliers. Demonstrating curiosity by asking insightful questions and actively listening. Showing genuine care and empathy for our customers. Completing your induction and understanding our operations within three months. Introducing yourself to all customers in your portfolio. Categorising accounts according to our contact strategy. Managing accounts in arrears through to receivership within 12 months. Package and Benefits: The Collections Advisor role comes with a fantastic package: Annual salary of £25,000 - £30,000. Opportunities for professional growth and development. A supportive team environment in our Wilmslow office. We're looking for a Collections Advisor who has: Experience in property and collections. Proficiency in IT. English and Maths qualifications at GCSE level. The ability to quickly establish rapport and manage accounts effectively. If you're interested in roles like Debt Collector, Account Manager, Customer Service Executive, Credit Controller, or Financial Advisor, you might find the Collections Advisor position the next career move you have been looking for. If you're ready to embark on a rewarding journey as a Collections Advisor we would love to hear from you! Bring your passion for customer service and your problem-solving skills to our team, and let's make a difference together. Apply now and take the next step in your career!

Insurance Advisor

Financial Services
Salary£25,000 - £25,000 - Per Year
Job TypePermanent
Are you passionate about making insurance simple and accessible? Our client is looking for an enthusiastic Insurance Advisor to join their innovative team. This is a fantastic opportunity to work with a company that prides itself on providing easy-to-understand, jargon-free insurance solutions. With a competitive salary of £25,000 per year and uncapped commission, this role offers you the chance to be part of a dynamic team. Enjoy working in a forward-thinking environment where your contributions make a real impact. Plus, you'll be joining a company that is a leader in the specialist insurance market. The client is a leading specialist insurance intermediary based in Manchester, known for their fresh approach to insurance. They have been revolutionising the industry since 1998 with their easy-to-buy, value-driven products. With a strong commitment to customer satisfaction, they serve over 350,000 policyholders and attract millions of visitors to their websites annually. The Insurance Advisor will: Provide exceptional customer service to policyholders Assist clients in understanding their insurance options Process insurance applications and renewals efficiently Maintain accurate records and documentation Stay updated on industry trends and product offerings Collaborate with team members to enhance service delivery Address client queries and concerns promptly Package and Benefits: The Insurance Advisor will enjoy: Annual salary of £25,000 with uncapped commission. Expected OTE of £30,000 with top performers exceeding this soft target. Warm inbound calls with customers who have a genuine interest in a specialist Insurance policy. Opportunities for professional development and growth A supportive and collaborative work environment Access to a range of company benefits The ideal Insurance Advisor will have: Strong communication and interpersonal skills Experience in the insurance industry or a related field. Ability to work independently and as part of a team. Detail-oriented with excellent organisational skills. Proficiency in using digital tools and platforms. A customer-focused mindset. Willingness to learn and adapt. If you're interested in roles such as Insurance Consultant, Client Services Advisor, Insurance Specialist, Policy Advisor, or Insurance Account Manager, this Insurance Advisor position could be the perfect fit for you. If you're ready to take on the challenge of transforming the insurance experience, apply now to become an Insurance Advisor with our client. Join a team that's leading the way in making insurance straightforward and accessible for everyone.

IFA Administrator

Financial Services
Salary£26,000 - £33,000 - Per Year
Job TypePermanent
Are you ready to step up your career in the world of finance? Our client, a top Wealth Management firm in Trafford, is on the hunt for a IFA administrator to join their dynamic Pension & Investment Team. If you have a keen eye for detail and thrive in an independent work environment, this could be the perfect role for you. With a salary ranging from £26,000 to £33,000 per year, this role offers a fantastic opportunity for growth and development. You'll enjoy 24 days of holiday and a supportive environment that encourages professional development, including bonuses for passing exams. Our client is a leading independent financial planning company situated in the heart of Trafford. They pride themselves on blending traditional business values with modern technology to deliver top-notch advice to their clients. The team operates from a beautifully restored former police station, providing a serene setting for financial planning. As a IFA administrator, you will: Process and submit new business following the new business workflow. Submit Letters of Authority and gather necessary plan details for research. Meet and greet clients, handling incoming enquiries. Conduct portfolio rebalancing, buying, and selling. Accurately process client withdrawals and contributions. Prepare client packs for Annual Review meetings and complete post-meeting tasks. Write basic Suitability Reports. Conduct research for new business cases, focusing on fund and cost analysis. Package and Benefits: The IFA administrator role includes: Annual salary of £26,000 to £33,000, plus team bonus. 24 days holiday. Company pension scheme. Income protection covering 75% of salary after a 13-week deferred period. Group life cover (death in service) at 4x salary. The ideal IFA administrator will have: At least two years of experience in a similar role. A high level of attention to detail and the ability to manage their own workload. Progress towards R0 qualifications or completion of some exams. Experience with systems like Intelliflo, A J Bell, Transact, Royal London, Canada Life International, and FE Analytics. If you're experienced as a Financial Administrator, IFA administrator, Investment Administrator, Client Services Administrator, or Wealth Management Administrator, this IFA administrator role might just be the perfect fit for you. AW_FIN

Corporate Account Handler

Financial Services
Salary£35,000 - £42,000 - Per Year
Job TypePermanent
Are you a skilled Corporate Account Handler looking for an exciting opportunity in Manchester? Our client, a leading business insurance broker, is seeking a talented individual to join their dynamic team. If you have a passion for the insurance industry and thrive in a fast-paced environment, this could be the perfect role for you. This role offers a competitive salary of up to £42,000, depending on experience. You'll enjoy a variety of benefits, including a generous pension scheme and annual profit share. Additionally, you'll have the opportunity for professional development with support for exams and industry-specific training. Our client is a well-established business insurance broker dedicated to protecting freelancers, contractors, and small business owners. They specialise in Professional Indemnity insurance and offer a comprehensive range of business insurance products. Their mission is to help customers plan for the unexpected and feel secure in their business ventures. The Corporate Account Handler will: Provide technical and administrative help to account executives. Assist in developing profitable accounts and retaining existing business. Manage client relationships and ensure high service standards. Maintain knowledge of client industries and insurance policies. Assist in creating bespoke insurance solutions and risk analysis. Produce and manage policy documentation. Prepare risk presentations for clients and carriers. Promote sales development and cross-selling opportunities. Stay informed about new market trends and compliance requirements. Package and Benefits: The Corporate Account Handler will receive: Annual salary up to £42,000. Tiered pension scheme with a minimum 3% employer contribution. Annual profit share, subject to company performance. Life Assurance at 5x annual salary. Minimum of 25 days holiday, with progression based on service. Additional holidays for birthdays and Christmas flexibility. Professional development support, including exams and training. Hybrid working option with two days from home. The ideal Corporate Account Handler will have: At least two years' experience in a corporate handling role. Proficiency with Acturis system. Exceptional relationship-building skills. Ability to manage a potential book size of £1.5m GWP. Excellent organisational and communication skills. A proactive and flexible approach to work. If you're interested in roles such as Insurance Account Manager, Client Relationship Manager, Insurance Broker, Risk Analyst, or Insurance Consultant, this Corporate Account Handler position could be a great fit for you. If you're ready to take the next step in your career as a Corporate Account Handler, this is an opportunity not to be missed. Apply now to join a forward-thinking company and make a real impact in the insurance industry.

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Fintelligent provided me with a 5-star service. Polite, professional throughout. Assisted me with gaining employment for an employer I was extremely keen to work for and I can't thank Jenni Lunt enough for the help and advice I received.
Jamie K.
Daniel is really experienced and an absolute pleasure to work with. He understands the financial services market and what is expected in the roles provided. Dan makes sure he provides quality candidates rather than just volume. I would highly recommend using Daniel to assist firms in their recruitment.
Jamie Pritchard
I have been working with Jenni and the team at Fintelligent for the past 2 years now, and I can honestly say after 20 years experience of dealing with countless agencies & even attempting myself they are by far the best. Jenni fully understands our business requirements, and will give us an honest appraisal before any interview we have. It says something that we have not ventured elsewhere since partnering with. In addition, they now source for other parts of our business and as we continue our relationship’
Peter Leech
Helped me secure the job I want, Jeni was extremely helpful.
Nathan D.
I have worked with James regarding multiple placements, and would highly recommend him to anyone seeking a professional, expert approach when sourcing quality candidates. I would have no hesitation in working with James again on future vacancies as I am convinced that his knowledge and manner of approach would help add value to my recruitment search.
Del Williams
Fintelligent provided me with a 5-star service. Polite, professional throughout. Assisted me with gaining employment for an employer I was extremely keen to work for and I can't thank Jenni Lunt enough for the help and advice I received.
Jamie K.
Daniel is really experienced and an absolute pleasure to work with. He understands the financial services market and what is expected in the roles provided. Dan makes sure he provides quality candidates rather than just volume. I would highly recommend using Daniel to assist firms in their recruitment.
Jamie Pritchard
I have been working with Jenni and the team at Fintelligent for the past 2 years now, and I can honestly say after 20 years experience of dealing with countless agencies & even attempting myself they are by far the best. Jenni fully understands our business requirements, and will give us an honest appraisal before any interview we have. It says something that we have not ventured elsewhere since partnering with. In addition, they now source for other parts of our business and as we continue our relationship’
Peter Leech
Helped me secure the job I want, Jeni was extremely helpful.
Nathan D.
I have worked with James regarding multiple placements, and would highly recommend him to anyone seeking a professional, expert approach when sourcing quality candidates. I would have no hesitation in working with James again on future vacancies as I am convinced that his knowledge and manner of approach would help add value to my recruitment search.
Del Williams
I had an amazing experience with Jenni Lunt! I applied for a job on Indeed and was called very quickly by Jenni, she took the time to understand my current role and check that my experience would work for the company I had applied for. She came back to me very quickly and arranged for me to have an interview. I was successful in both interviews and have been offered the job! Jenni was really supportive, she gave me lots of great advice, hints and tips. She followed up with me continuously throughout the process to make sure I felt prepared and check I was happy with how the interview went. Its such a pleasant change to have a recruiter genuinely support you and wanting you to succeed. Everyone needs a Jenni when looking for a new role! Thank you again ❤️
Nicolle M.
I was helped by Jenni Booth whilst applying for a job and I cant express enough the support provided was exemplary.
Keith H.
Partnering with Fintelligent has truly revolutionised our approach to call centre staffing at Vitality Health. Their remarkable ability to deliver results swiftly, without compromising on candidate quality, has been instrumental in maintaining the seamless functioning of our operations, even during our busiest periods. One of the standout qualities of Fintelligent is their profound understanding of Vitality Health's ethos and the intricacies of our industry. This depth of understanding enables them to consistently source candidates who not only possess the necessary skills but also resonate with our company culture and values. Moreover, their collaborative partnership approach has been invaluable. They don't just provide a service; they actively work alongside our internal recruitment team, leveraging their expertise to enhance our hiring processes and achieve our overarching talent acquisition objectives. Their commitment to excellence and ability to align with our company's vision makes them an indispensable asset to Vitality Health
Matthew Wilkinson
Jenni was amazing from start to finish. She prepared me for the interview, kept in contact with me throughout the whole process & was friendly throughout. It was a pleasure to have her help throughout the process.
Megan C.
James and Fintelligent have consistently been one of our highest performing agencies and a valued partner to our internal talent function whenever we need to reach out to agencies for hard to fill roles or urgent positions. James and the team are honest, act with integrity, take the time to understand our business, provide valuable advice and insight into the market and most of all find great candidates. I’m used to getting a barrage of calls from Recruiters and I’m always reluctant to add to our PSL. I’d highly recommend James and Fintelligent to any Financial Services business whether they are looking to add to their PSL or not as they have continually delivered for us.
Nadia Morland
I had an amazing experience with Jenni Lunt! I applied for a job on Indeed and was called very quickly by Jenni, she took the time to understand my current role and check that my experience would work for the company I had applied for. She came back to me very quickly and arranged for me to have an interview. I was successful in both interviews and have been offered the job! Jenni was really supportive, she gave me lots of great advice, hints and tips. She followed up with me continuously throughout the process to make sure I felt prepared and check I was happy with how the interview went. Its such a pleasant change to have a recruiter genuinely support you and wanting you to succeed. Everyone needs a Jenni when looking for a new role! Thank you again ❤️
Nicolle M.
I was helped by Jenni Booth whilst applying for a job and I cant express enough the support provided was exemplary.
Keith H.
Partnering with Fintelligent has truly revolutionised our approach to call centre staffing at Vitality Health. Their remarkable ability to deliver results swiftly, without compromising on candidate quality, has been instrumental in maintaining the seamless functioning of our operations, even during our busiest periods. One of the standout qualities of Fintelligent is their profound understanding of Vitality Health's ethos and the intricacies of our industry. This depth of understanding enables them to consistently source candidates who not only possess the necessary skills but also resonate with our company culture and values. Moreover, their collaborative partnership approach has been invaluable. They don't just provide a service; they actively work alongside our internal recruitment team, leveraging their expertise to enhance our hiring processes and achieve our overarching talent acquisition objectives. Their commitment to excellence and ability to align with our company's vision makes them an indispensable asset to Vitality Health
Matthew Wilkinson
Jenni was amazing from start to finish. She prepared me for the interview, kept in contact with me throughout the whole process & was friendly throughout. It was a pleasure to have her help throughout the process.
Megan C.
James and Fintelligent have consistently been one of our highest performing agencies and a valued partner to our internal talent function whenever we need to reach out to agencies for hard to fill roles or urgent positions. James and the team are honest, act with integrity, take the time to understand our business, provide valuable advice and insight into the market and most of all find great candidates. I’m used to getting a barrage of calls from Recruiters and I’m always reluctant to add to our PSL. I’d highly recommend James and Fintelligent to any Financial Services business whether they are looking to add to their PSL or not as they have continually delivered for us.
Nadia Morland

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