Financial Services

High-net-worth client exposure | Established brokerage | Study support provided | Long-term career development If you’re an Insurance Broker looking to manage a quality client portfolio rather than chase volume, this opportunity offers exposure to high-net-worth and mass affluent clients within a well-established brokerage environment. You’ll handle renewals, new business and client relationships, with the chance to broaden your experience through some commercial insurance exposure. This is a role where service standards matter and technical development is encouraged. You’ll have ownership of your portfolio, support from experienced colleagues, and the opportunity to build specialist expertise across personal lines while gaining wider market exposure. Package & Benefits • Salary £30,000–£35,000+ per annum, depending on experience. • Annual bonus circa £3,000. • 25 days’ holiday plus bank holidays. • Annual salary review process. • Full study support for Cert CII / Dip CII qualifications. • Monday to Friday, 9:00am–5:00pm working hours. About the Company You’ll be joining a long-established insurance brokerage that combines strong market reputation with a modern, collaborative culture. Backed by a wider group, the business offers stability, structured support, and a genuine focus on client retention and service quality. Key Responsibilities • Manage a portfolio of personal lines clients including high-net-worth and mass affluent accounts. • Handle renewals, mid-term adjustments and new business enquiries while maintaining strong retention levels. • Build trusted client relationships and provide tailored insurance solutions across home, motor and lifestyle risks. • Support selected commercial renewals where required, adding broader market exposure. About You • Experience as an Insurance Broker, Personal Lines Broker or Account Handler within an insurance brokerage. • Knowledge of high-net-worth, mid-net-worth or wider personal lines insurance products. • Familiarity with Acturis or a similar insurance broking system. If you’d like to explore this opportunity, even if your CV isn’t fully up to date, we’d love to speak with you. Contact Fintelligent for more information or a confidential discussion. AW_FIN

Structured training into paraplanning | Exposure to suitability reports and advice support | Technical development in a regulated environment | Strong team culture and incentives If you are looking to move beyond administration into a more technical financial planning role, this Trainee Paraplanner position offers a clear and supported pathway. You will work closely with advisers and paraplanners, gaining exposure to research, report writing and the advice process. This role is designed for progression into a full paraplanner position. You will build technical knowledge, develop report writing skills and gain a deeper understanding of financial planning recommendations within a structured, compliant environment. Package & Benefits • Salary £26,000–£30,000 per annum, depending on experience. • Fully office-based role with free on-site parking and good transport links. • Smart casual working environment within a structured financial services setting. • Regular social events and team incentives throughout the year. • Three major company-wide events per year focused on team engagement. • Monthly team targets with performance-linked incentives. • 25 days holiday. • Pension scheme. About the Company You will be joining an established financial services business focused on delivering consistent, compliant and client-focused outcomes. The environment is structured and professional, with a strong emphasis on accuracy, teamwork and long-term client relationships. Key Responsibilities • Support the preparation of suitability reports and financial planning recommendations. • Conduct research on pensions, investments and financial products to support adviser recommendations. • Assist paraplanners and advisers with technical analysis and case preparation. • Maintain accurate client data and ensure documentation meets compliance standards. About You • Experience in financial services administration or client servicing roles. • Exposure to financial planning, pensions, investments or regulated financial products. • An interest in progressing into paraplanning or technical financial services roles. If you are looking to move into a more technical financial planning career, even if your CV is not fully up to date, we would welcome a conversation. Contact Fintelligent for more information or a confidential discussion. AW_FIN

Creative design studio exposure | Direct Managing Director support | Hybrid working model | Fixed-term stability to 2027 If you are a Personal Assistant to Managing Director who enjoys working at pace in a creative, design-led environment, this is an excellent opportunity to support a senior leader within a respected architecture and interiors studio. You will be central to keeping priorities aligned at MD level while gaining genuine exposure to high-quality, multi-sector projects. This Personal Assistant to Managing Director role offers the chance to become fully embedded in a collaborative business where autonomy is trusted and organisation is key. You’ll be working closely with senior leadership in a fast-moving environment where your ability to stay ahead of competing priorities will make a real impact. Package & Benefits • Salary £28,000 per annum. • 21 days annual leave plus bank holidays. • Hybrid working model (Friday/Monday hybrid). • Company socials and annual Christmas event. • Monday to Friday working pattern (9.00am–5.30pm). • No weekends. About the Company You will be joining a well-established architecture and interior design studio known for its creative approach, technical capability, and collaborative working style. The team operates across a range of design-led projects and values a supportive, sociable culture where people are encouraged to contribute and grow. Key Responsibilities • Provide high-level diary and schedule management for the Managing Director. • Coordinate meetings, travel, and daily priorities across a busy senior workload. • Act as a key point of contact between the Managing Director, internal teams, and external stakeholders. About You • Previous experience as a Personal Assistant, Executive Assistant, or similar supporting senior leadership. • Proven ability to manage complex diaries and competing priorities independently. • Strong organisational skills with confident use of MS Office and business tools. If this Personal Assistant to Managing Director opportunity feels aligned with your experience, you do not need a fully updated CV to have a conversation. Contact Fintelligent for more information or a confidential discussion. AW_FIN

Financial services client reporting focus | Structured regulated environment | Stable role with progression or long-term fit | Strong team culture and incentives If you are looking to build a career in financial services, this Client Services Administrator – Financial Services role offers a structured environment where accuracy, client outcomes and clear documentation are central. As a Client Services Administrator – Financial Services, you will support advisers with client reporting, financial data checks and compliant documentation within a regulated setting. This Client Services Administrator – Financial Services position suits someone who enjoys working with detail, process and structured workflows. It can support progression into more technical financial services roles, but it also works well for someone who wants a long-term, stable position within a specialist client servicing function where consistency and quality are valued. Package & Benefits • Salary £26,000–£30,000 per annum, depending on experience. • Fully office-based role with free on-site parking and good transport links. • Smart casual working environment within a structured financial services setting. • Regular social events and team incentives throughout the year. • Three major company-wide events per year focused on team engagement. • Monthly team targets with performance-linked incentives. • 25 days holiday. • Pension scheme. About the Company You will be joining an established financial services business focused on delivering consistent, compliant and client-focused outcomes. The environment is structured and professional, with a strong emphasis on accuracy, teamwork and long-term client relationships. Key Responsibilities • Prepare client meeting packs and supporting documentation for advisers across financial services cases. • Produce clear and accurate client reports and servicing documentation within compliance frameworks. • Review financial data, reconcile account activity and maintain accurate client records. • Support internal teams with updates, clarifications and ongoing client servicing activity. About You • Experience in financial services administration, client servicing or reporting-based roles. • Exposure to financial planning, pensions, investments or wider regulated financial products. • Experience working with structured processes, financial data or compliance-driven documentation. If you are interested in this Client Services Administrator – Financial Services opportunity, even if your CV is not fully up to date, we would welcome a conversation. Contact Fintelligent for more information or a confidential discussion. AW_FIN

r Established, long-standing brokerage environment | Diverse commercial client portfolio | Autonomy with real client ownership | Professional development and qualification support If you’re an experienced Commercial Account Executive looking for a more autonomous, client-facing role where you can genuinely own and grow a portfolio, this Commercial Account Executive opportunity offers exactly that. You’ll manage a varied commercial book while working closely with clients across a wide range of industries, acting as their trusted insurance adviser. This Commercial Account Executive role gives you the platform to step into a stable yet forward-thinking brokerage where your input directly impacts client retention, growth, and service quality. You’ll have the freedom to develop relationships, identify opportunities, and shape how accounts are managed, with the backing of a collaborative and experienced team. Package & Benefits • Salary £50,000–£55,000 per annum, depending on experience. • 25 days holiday plus bank holidays. • Full support towards professional insurance qualifications (Cert CII and beyond). • On-site role with parking available within walking distance. About the Company You will be joining a long-established insurance brokerage with a strong reputation for client service and technical expertise. The business operates as part of a wider group, offering additional stability, capability, and long-term career support, while maintaining a close-knit and collaborative culture. Key Responsibilities • Manage and develop a diverse commercial insurance portfolio, including new business and renewals. • Act as the main point of contact for clients, delivering high-quality technical advice and service as a Commercial Account Executive. • Identify cross-sell and growth opportunities across commercial, motor trade, fleet, liability, and property risks. • Build and maintain strong relationships with clients and insurers using Acturis. About You • Proven experience as a Commercial Account Executive within a commercial insurance broking environment. • Strong understanding of complex commercial risks and portfolio management. • Confident using Acturis and managing client relationships end-to-end. If you’re exploring your next step as a Commercial Account Executive, even if your CV isn’t fully up to date, we’d be happy to talk. Contact Fintelligent for more information or a confidential discussion. AW_FIN

Stable office-based hours | Customer-focused, regulated environment | Clear development support | Values-led culture If you take pride in resolving customer issues properly and want a role where good service genuinely matters, this Customer Service Advisor position offers a structured, supportive environment to build long-term capability. You will support both new and existing customers, helping them navigate their early journey while maintaining high service and compliance standards. This is a people-focused role within a collaborative team that values accuracy, accountability, and doing things properly. You will be trusted to manage customer interactions professionally, with the time and support needed to deliver quality service rather than chase volume. Package & Benefits • Salary £30,000 per annum. • Monday to Friday office hours with no weekend working. • Annual salary reviews. • 23 days holiday plus bank holidays. • Annual company bonus. • Study support. • Ongoing training, development, and internal progression opportunities. • Regular team social events and incentives. About the Company You will be joining an established, customer-led organisation operating within a regulated environment. The business places strong emphasis on service quality, compliance, and developing its people, with a culture that supports learning and collaboration. Key Responsibilities • Provide proactive, high-quality support to new and existing customers. • Resolve customer queries and complaints efficiently while protecting long-term relationships. • Communicate clearly via phone, email, and written correspondence in line with service standards. • Adhere to internal processes, compliance requirements, and service level agreements. About You • Experience in a customer service or customer support role. • Proven ability to manage customer issues accurately and professionally. • Comfortable working in a regulated or process-driven environment. If you are looking for a customer service role where attention to detail and service quality are genuinely valued, this could be a strong fit. Contact Fintelligent for more information or a confidential discussion. JL_FIN

Entry level commercial insurance career | 1:1 training provided | Exposure to SME client portfolio | Clear progression into account handling If you are looking to build a career in commercial insurance, this Junior Commercial Account Handler role offers structured entry into a well-established independent brokerage. You will gain hands-on exposure to real client work while receiving 1:1 training to develop into a confident and capable Junior Commercial Account Handler. This Junior Commercial Account Handler position is suited to someone with some insurance exposure who is keen to progress into a proper account handling role. You will work closely with experienced professionals in a stable environment where accuracy, service quality, and development are prioritised. Package & Benefits • Salary £28,000 - £33,000 per annum depending on experience. • Free parking. • Modern office in a well-connected location. • Pension scheme. • 1:1 training and structured development provided. About the Company You will be joining a long-established independent insurance brokerage known for its personal approach and long-term client relationships. The business offers a supportive and steady environment focused on doing things properly and developing talent internally. Key Responsibilities • Support senior handlers with managing a portfolio of SME commercial clients as a Junior Commercial Account Handler. • Assist with renewals, mid-term adjustments, and policy administration using Acturis. • Prepare documentation and liaise with insurers to support competitive outcomes. • Build knowledge across property, liability, and motor/fleet insurance classes. About You • Some experience in commercial insurance, broking, or account administration. • Exposure to Acturis is essential. • Eager to develop into a fully competent Junior Commercial Account Handler through structured training and support. If you are ready to begin or progress your career as a Junior Commercial Account Handler, contact Fintelligent for more information or a confidential discussion. AW_FIN

Structured training and funded qualifications | Prestige client exposure | Clear progression into technical claims | Hybrid flexibility If you’re looking to start or develop your career as a Motor Claims Handler, this role offers structured training, funded Cert CII qualifications, and exposure to high-value motor claims from day one. You’ll be supported to build technical expertise while delivering a high standard of service in a well-resourced environment. You’ll join a business that invests in long-term careers, not just short-term hires. With clear progression pathways, modern claims technology, and a supportive leadership team, this is an environment where early-stage claims professionals can develop into more technical roles over time. Package & Benefits • Salary £25,000–£30,000 per annum. • Fully funded Cert CII professional qualification. • Hybrid working with flexibility after probation. • 21 days holiday, increasing with service. • Private healthcare with optional family cover. • Recognition bonus scheme and annual awards. About the Company This is a Chartered Insurer with a strong reputation for employee development and client service. The business supports a portfolio of prestige and high-value brands, combining structured training, modern systems, and a people-first culture to build long-term careers in insurance. Key Responsibilities • Handle First Notification of Loss for motor insurance claims and set up new cases. • Capture accurate claim details and guide customers through the initial stages of the claims process. • Liaise with third parties, repairers, and internal teams to progress claims efficiently. • Identify potential fraud indicators and ensure compliance with FCA and internal standards. About You • Experience in FNOL or early-stage claims, or transferable experience from a related insurance or customer-focused role. • Ability to gather accurate information and manage claims documentation. • Exposure to motor insurance or claims environments is advantageous. If you’re exploring your next step as a Motor Claims Handler, this could be a strong move into a business that will invest in your development. Contact Fintelligent for more information or a confidential discussion, even if your CV is not fully up to date. AW_FIN

Fast-paced deal environment | Exposure to full loan lifecycle | Structured hours with early Friday finish | Strong legal and lending focus If you’re a Paralegal looking to move closer to the commercial side of secured lending, this Paralegal opportunity offers hands-on involvement in getting deals completed efficiently and accurately. You’ll play a central role in keeping transactions progressing, working closely with solicitors, brokers, and borrowers. This is a role where your organisation and legal understanding will directly impact deal completion. You’ll gain exposure across the full lifecycle of lending transactions within a structured, supportive team environment that values accuracy and accountability. Package & Benefits: • Salary £28,000–£32,000 per annum, depending on experience. • 28 days annual leave plus bank holidays, including Christmas closure allocation. • Full-time hours with early finish on Fridays. • Optional company pension scheme. About the Company You will be joining an established lender operating within secured finance, working in a collaborative and process-driven environment where attention to detail and consistency are critical to successful deal delivery. Key Responsibilities for the Paralegal role: • Manage legal documentation across the full lifecycle of lending transactions. • Liaise with solicitors, brokers, and borrowers to progress deals to completion. • Oversee post-completion processes including registrations and document follow-up. • Monitor live cases to ensure timelines and requirements are met. About You • Experience working as a Paralegal or in a legally trained role within property conveyancing or secured lending • Proven experience reviewing legal documentation related to property or security. • Experience managing multiple files or transactions within a legal or lending environment. If you are a Paralegal seeking a role with real commercial exposure and responsibility, this position offers a clear opportunity to build on your legal experience in a lending-focused environment. If you’d like to explore this opportunity, even if your CV isn’t fully up to date, we’d welcome a conversation. JL_FIN

Business Development Manager - Bridging Spinningfields, Manchester | Full-time | Monday–Friday, 08:30–17:00 | Office-based If you’re energised by building relationships, identifying opportunity and converting conversations into commercial outcomes, this role offers the platform to do exactly that. Our client is a fast-growing specialist lender seeking a driven Business Development Manager who combines strong people skills with a sharp performance focus. This will be a desk based BDM role specialising commerical bridging finance. Why Join? Negotiable salary - DOE 28 days’ holiday (including 3 days between Christmas & New Year), plus bank holidays Discretionary annual bonus Pension contribution Local bar and restaurant discounts The Role As Business Development Manager, you will be the trusted and knowledgeable point of contact for brokers and borrowers alike. You’ll play a central role in developing intermediary partnerships, delivering exceptional service and supporting the structuring of commercially sound deals. Key responsibilities include for the BDM: Identifying and onboarding new intermediary partners across target regions and sectors Developing existing broker relationships to generate repeat and new deal flow Managing inbound enquiries with professionalism, clarity and high service standards Proactively conducting outbound activity to drive engagement and sales performance Representing the business with credibility and personality at every touchpoint Supporting the structuring of complex loan facilities aligned to both customer objectives and credit appetite What We’re Looking For for the Bridging Development Manager: Proven business development experience within specialist bridging finance would be a huge advantage Strong commercial awareness and opportunity identification skills Ability to remain organised and effective in a fast-paced environment Excellent interpersonal, influencing and negotiation capabilities Confident objection handling and creative problem-solving skills If you are interested in this Business Development Manager role but click apply with your most recent CV for consideration. If you have experience in Bridging Specialist Lending and want to apply for this BDM please click apply with your most recent CV.

We are recruiting on behalf of an award-winning, dynamic business insurance broker for an Account Handler. They have exciting growth plans and are fully independent, competing effectively with national brokers while delivering excellent client service that truly sets them apart. If you have experience in account handling, client services, or administration within commercial insurance and want to join a team that is innovative and client-focused, this role is for you. Key Responsibilities Manage new business accounts from start to finish in corporate and commercial insurance. Prepare, review, and submit quotes and proposals to clients. Build and maintain relationships with clients, insurers, and internal teams. Ensure accurate client records in CRM systems (Salesforce/Acturis preferred). Support cross-team referrals and deliver seamless client service. Stay up-to-date with insurance products, industry trends, and regulatory requirements. Candidate Profile Experience in account handling, client services, or administration in insurance. Strong attention to detail and organizational skills. Knowledge of commercial insurance products and processes. Excellent communication and teamwork skills. Understanding of compliance and regulatory standards. Benefits 35-hour workweek with hybrid working flexibility 28 days holiday Gym membership contribution Volunteer day each year Travel insurance Salary sacrifice options EV scheme Lucrative bonus scheme and annual bonus Why Join Work alongside experienced professionals in a client-focused, innovative environment where your contributions as an Account Handler are recognised, your career growth is supported, and your success is celebrated. Apply today to join as an Account Handler in commercial insurance! AW_FIN

We are recruiting on behalf of an award-winning, dynamic business insurance broker for an Insurance Development Executive. If you have experience in business development within commercial or corporate insurance and want to join a team that is innovative and client-focused, this role is for you. Key Responsibilities Drive new business growth in corporate and commercial insurance. Build and maintain strong relationships with clients, prospects, and insurers. Work with marketing on targeted client acquisition campaigns. Attend networking events and generate new leads. Maintain accurate client records and reports in the CRM (Salesforce/Acturis preferred). Stay up-to-date with commercial insurance products, market trends, and regulatory changes. Candidate Profile Proven track record in business development, sales, or account management within insurance. Knowledge of commercial and corporate insurance products. Excellent communication, negotiation, and presentation skills. Self-motivated, results-driven, and collaborative. Understanding of compliance and regulatory requirements in insurance. Benefits 35-hour workweek with hybrid working flexibility 28 days holiday Gym membership contribution Volunteer day each year Travel insurance Salary sacrifice options EV scheme Lucrative bonus scheme and annual bonus Why Join Work in a supportive, innovative environment where your contribution as an Insurance Development Executive is valued, your growth is supported, and your success is celebrated. Apply today to join as an Insurance Development Executive in commercial insurance! AW_FIN