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

Client Relationship Manager

Financial Services
Salary£35,000 - £40,000 - Per Year
Job TypePermanent
High-quality inbound enquiries | No cold calling | Clear career progression | Strong benefits package If you enjoy building relationships and having meaningful conversations, this Client Relationship Manager opportunity offers the chance to join a growing financial services business where you'll work exclusively with warm, inbound enquiries. No cold calling, no purchased data, and no high-pressure sales environment. Instead, you'll speak with people who have actively requested advice and are looking to take the next step. This is an opportunity to build a long-term career in financial services while working with engaged prospective clients. You'll receive structured training, ongoing support, and clear progression pathways within a business that has a strong track record of promoting from within. Package & Benefits • Salary £35,000-£40,000 per annum. • OTE £55,000+ per annum. • Private healthcare. • Profit share scheme. • 8% employer pension contribution. • Death in service cover. • Professional qualification support and structured career development. About the Company This growing financial services business was established to make financial advice more accessible and easier to understand. Significant investment in marketing and client acquisition generates a consistent flow of inbound enquiries, allowing the team to focus on building relationships and delivering a positive client experience from the first interaction. Key Responsibilities • Speak with warm, inbound leads who have requested to discuss their financial planning needs with an adviser. • Build rapport, understand client circumstances, and qualify opportunities before arranging adviser appointments. • Manage client interactions, CRM records, and lead pipelines to ensure an excellent customer journey. • Work closely with advisers and support teams to maximise conversion rates and client outcomes. About You • Experience within customer service, client relationship management, account management, financial services, insurance, property, or a similar client-facing environment. • Experience working towards targets, KPIs, or service standards within a professional setting. • Experience using CRM systems and managing client information accurately. If you're interested in learning more about this Client Relationship Manager opportunity, we'd be pleased to have a conversation, even if your CV isn't fully up to date. Contact Fintelligent for more information or a confidential discussion. AW_FIN

Trainee Financial Advisor

Financial Services
Salary£40,000 - Per Year
Job TypePermanent
Financial Advisor career pathway | £40,000 basic salary | Full academy training and qualifications | Clear route into financial advice If you're successful in sales and looking to build a career as a Trainee Financial Advisor, this opportunity offers a structured pathway into financial services, professional qualifications, and long-term progression within a growing advice business. You'll join a dedicated academy programme where you'll receive one-to-one coaching from an experienced Academy Trainer, gain industry-recognised qualifications, and develop the knowledge and skills needed to become a qualified Financial Advisor. No previous financial services qualifications are required. Package & Benefits • Salary £40,000 per annum. • Realistic OTE of £65,000 per annum. • Monday to Friday working hours, 9:00am to 5:00pm. • Full academy training programme with dedicated one-to-one support. • Support to achieve industry-recognised financial services qualifications. • Private healthcare. • Profit share scheme. • 8% employer pension contribution. • Death in service cover. • Modern, high-specification office in a prime Manchester city centre location. • Complimentary snacks, refreshments, and premium bean-to-cup coffee. • On-site shower facilities and Pilates studio access. • Regular social events and team incentives. About the Company You will be joining a growing financial services business with a mission to make financial advice more accessible and easier to understand. The business specialises in pensions, retirement planning, and broader financial planning, while investing heavily in developing future Financial Advisors through its academy programme. Key Responsibilities • Speak with prospective clients who have already engaged with the business and are progressing through the financial advice process. • Build trust and rapport with clients while explaining the financial planning journey and answering questions about the advice process. • Gather key information and obtain Letters of Authority to support pension reviews, retirement planning, and financial advice recommendations. • Develop your knowledge, qualifications, and expertise through structured academy training and ongoing professional development. About You • Experience in sales, business development, customer retention, or a client-facing commercial role. • Financial services experience within areas such as pensions, insurance, mortgages, banking, investments, or protection would be advantageous but is not essential. • Motivated to build a long-term career in financial advice and willing to undertake professional qualifications through a structured academy programme. If you're interested in becoming a qualified Financial Advisor and building a long-term career in financial services, we'd love to hear from you. Contact Fintelligent for more information or a confidential discussion. AW_FIN

Sales Executive

Financial Services
Salary£30,000 - £32,000 - Per Year
Job TypePermanent
500,000+ warm leads to engage | Build a new outbound function | Workplace pension clinics and financial wellbeing campaigns | Monday to Friday, 9am to 5pm If you're an experienced Sales Executive looking for more ownership, influence, and long-term career progression, this opportunity offers the chance to help build a brand-new outbound sales function within a fast-growing financial services business. Working Monday to Friday, 9:00am to 5:00pm, you'll benefit from a strong work-life balance while earning excellent commission and helping more people access pension and retirement advice. This is a role where your contribution will genuinely shape future growth. You'll have the opportunity to influence processes, develop new opportunities, and play a key role in expanding both individual and employer-focused financial wellbeing initiatives. You'll do so within a modern, high-performing environment designed to support collaboration, development, and success. Package & Benefits • Salary £30,000+ per annum, depending on experience. • Realistic OTE of £48,000 to £50,000 per annum. • Monday to Friday working hours, 9:00am to 5:00pm. • Private healthcare. • Profit share scheme. • 8% employer pension contribution. • Death in service cover. • Structured training and development programme. • Modern, high-specification office in a prime Manchester city centre location. • Complimentary snacks, refreshments, and premium bean-to-cup coffee. • On-site shower facilities and Pilates studio access. • Regular social events and team incentives. • Clear long-term career progression into financial services roles. About the Company You will be joining a growing financial services business with a mission to make financial advice more accessible and easier to understand. Through education, technology, and expert advice, the business helps individuals make better decisions about their pensions, retirement planning, and financial future. Key Responsibilities • Re-engage historic and dormant leads to generate qualified appointments for financial advisers. • Identify opportunities for pension reviews, retirement planning, pension consolidation, and broader financial advice services. • Engage with business owners and HR decision-makers to promote workplace pension clinics, financial wellbeing sessions, and employee education programmes. • Contribute ideas and feedback to help develop and improve a new outbound sales function. About You • Experience in outbound sales, telesales, lead generation, appointment setting, or business development. • Proven experience working within a target-driven environment involving proactive outbound activity. • Experience generating appointments, opportunities, or new business through consultative sales conversations. If you're looking for a role where you can influence growth, develop your career within financial services, and be part of building something from the ground up, we'd love to hear from you. Contact Fintelligent for more information or a confidential discussion. AW_FIN

Sales Executive

Financial Services
Salary£25,000 - £28,000 - Per Year
Job TypePermanent
Are you a driven Sales Executive looking to make your mark in a thriving financial organisation? Our client, based in the bustling heart of Altrincham, is seeking motivated individuals to join their expanding sales team. This is a fantastic opportunity to generate new business opportunities and grow with a market-leading company. Join an award-winning company and enjoy a basic salary of £28,000, with the potential for uncapped commission, leading to an OTE of up to £45,000+ uncapped. Enjoy a work-life balance with office hours from Monday to Friday, no weekends or late nights, and celebrate your birthday with a day off every year. Our client is a prominent player in the financial sector, specialising in providing Unsecured Business Loans. They are renowned for their dynamic work environment and commitment to employee growth, offering genuine career progression opportunities in a well-connected location in Altrincham. The Sales Executive will: Handling leads through inbound calls and web enquiries for Business Loans Building and maintaining client relationships to boost revenue Driving new business development with existing and prospective accounts Managing accounts effectively while providing excellent customer service Achieving sales quotas by meeting call volume and revenue targets Overseeing pipeline management Developing relationships with both new and existing accounts Package and Benefits: For the Sales Executive role, the package includes: Annual salary of £28000, depending on experience, with OTE of £45,000+ uncapped Office hours from Monday to Friday, with no weekend or late-night work Starting holiday allowance of 20 days, increasing to 25 days with service, plus 8 Bank Holidays Birthday off every year Genuine career progression opportunities Convenient location in Altrincham with excellent transport links The ideal Sales Executive candidate will have: Proven experience in phone-based sales role. Experience working in a financial services sales role Finance-related business degree (advantageous but not essentia If you have experience as a Sales Executive, Lead Generator, Sales Advisor, Outbound Sales, or similar roles, this opportunity could be perfect for you. Those with a background in financial services or insurance sales might find this position particularly appealing. If you're a Sales Executive ready to take on a new challenge in a dynamic financial organisation, this is the role for you. Apply now to join a team where your efforts are rewarded, and your career can truly flourish. Alternatively please call Jenni on 01614166135 for more information JL_FIN

Motor Recovery Team Leader

Financial Services
Salary£31,500 - £38,000 - Per Year
Job TypePermanent
Support with qualifications | Genuine leadership responsibility | Sociable working hours | Established FCA-regulated environment If you’re an experienced motor claims professional ready to step into a broader leadership role, this Recovery Team Leader opportunity offers the chance to lead an established team while staying close to technical claims handling. You’ll join a regulated insurance business where your expertise is valued, your development is supported, and your contribution has visible impact. This role offers a strong balance of autonomy and support. You’ll lead from the front, shape team performance, and remain hands-on with complex recovery claims, all within a collaborative business that invests in qualifications, recognises achievement, and offers a stable long-term career path. Package & Benefits • Salary £33,000–£38,000 per annum, depending on experience. • Support with industry-relevant qualifications. • Contributory pension scheme and holiday allowance increasing with service. • Birthday day off, holiday sell scheme, free parking and cycle to work scheme. • Cash bonus for going above and beyond, plus sports and social activities. About the Company You’ll be joining a well-established, FCA-regulated insurance business with a strong reputation in the market. The culture is supportive, team-focused, and built around professional development, service quality, and recognising people who make a difference. Key Responsibilities • Lead and support a team handling motor recovery claims, ensuring workloads are managed effectively and service standards remain high. • Manage complex and escalated recovery claims through to settlement while maintaining regulatory compliance and stakeholder communication. • Monitor team performance through reporting, audits, coaching and ongoing development support. • Support recruitment, onboarding and performance management in partnership with internal stakeholders. About You • Proven experience handling technical motor recovery claims within an insurance environment. • Previous team leadership or supervisory experience within claims. • Ideally CII Certificate qualified. If this sounds like the right next step in your claims leadership career, we’d be happy to speak, even if your CV is not fully updated. Contact Fintelligent for more information or a confidential discussion. AW_FIN

Case Manager

Financial Services
Salary£40,000 - £35,000 - Per Hour
Job TypePermanent
Are you an experienced Mortgage Administrator in search of a new opportunity? Our client is seeking a skilled professional to become part of their Portfolio Management team in Bootle. This compelling position entails overseeing post-completion accounts for diverse property types, ensuring compliance with loan agreements, and cultivating robust client relationships. This Mortgage Administrator role offers a competitive salary of £30,000 - £35,000 per year. You'll be part of a dynamic environment where your expertise in loan management and client relations will shine. Plus, enjoy benefits like annual bonuses and salary reviews every April. Our client is a forward-thinking organisation that excels in portfolio management services. They focus on efficient loan management and prioritise strong communication and relationship-building with their clients. As a Mortgage Administrator, your responsibilities will include: Administering new and existing loans, setting up cases, and sending introductory correspondence. Organising electronic files and ensuring all legal documents and correspondence are correctly filed. Proactively monitoring loans, identifying risks, and taking necessary actions to ensure loan performance and redemption. Maintaining and updating electronic case records and data. Instructing and reviewing asset manager appointments and reports to identify risks. Conducting mid-term searches for all loans. Monitoring loan waypoints, key events, and conditions. Communicating with clients to gather information and resolve issues. Monitoring interest payments and ensuring timely collection. Liaising with solicitors for loan repayment and redemption statement preparation. Identifying loans at risk of exceeding their term and alerting the Head of Portfolio Management. Package and Benefits: The Mortgage Administrator role offers: Annual salary of £30,000 - £35,000, plus an annual bonus scheme. Salary reviews every April. 25 days holiday, increasing with length of service, plus your birthday off. Life insurance and onsite parking. Loyalty schemes and a cash-care health plan. Buy and sell holidays option. Regular social events. The ideal Mortgage Administrator will have: Experience in loan administration and portfolio management. Strong organisational skills and attention to detail. Excellent communication skills for client interaction. Ability to identify risks and take proactive measures. Experience in maintaining electronic records and data management. Ability to work independently and as part of a team. If you have experience or interest in roles such as Loan Administrator, Portfolio Analyst, Loan Officer, or Financial Case Manager, this Mortgage Administrator position could be the perfect fit for you. If you're ready to take on the challenge of managing a diverse portfolio and ensuring client satisfaction, this Mortgage Administrator role could be your next career move. Apply now and become a key player in our client's successful team. JL_FIN

Motor Trade Combined - Account Handler

Financial Services
Salary£38,000 - £45,000 - Per Year
Job TypePermanent
Balanced portfolio role | Mix of new business and servicing | Established commercial clients | Hybrid working post-probation If you’re an experienced Commercial Account Handler looking for a role that offers both stability and growth, this opportunity gives you an existing portfolio alongside the scope to develop new business. You’ll step into a well-rounded position managing renewals, MTAs, and new business within a commercial insurance environment. This role offers a genuine balance between servicing and developing a book, with the autonomy to manage client relationships properly while being supported by an experienced, knowledgeable team. You’ll have access to insurer markets and the backing needed to trade effectively. Package & Benefits • Salary up to £45,000 per annum. • Bonus structure linked to performance. • Hybrid working available following probation. About the Company You will be joining a well-established commercial insurance brokerage with a strong presence across multiple sectors. The environment is supportive and technically focused, with an emphasis on long-term client relationships and sustainable portfolio growth. Key Responsibilities • Manage an existing commercial insurance portfolio across renewals, MTAs, and ongoing servicing. • Develop new business opportunities across commercial lines. • Negotiate with insurers and handle underwriting queries. • Maintain accurate records and ensure compliance across all client documentation. About You • Proven experience in commercial insurance. • Background handling a mix of renewals, MTAs, and new business. • Experience negotiating with insurers and managing client portfolios. If you’d like to explore this opportunity, even if your CV isn’t fully up to date, we’d be happy to speak. Contact Fintelligent for more information or a confidential discussion.

Commercial Account Handler

Financial Services
Salary£40,000 - £45,000 - Per Year
Job TypePermanent
Varied commercial portfolio | Independent broker with 50+ markets | Mature culture | Exposure to Lloyd’s and London market If you’re a Senior Account Handler looking for a more varied commercial insurance role in Cheshire, this opportunity offers the chance to move into a broader, more diverse portfolio. You’ll join an independent broker where client relationships and technical quality matter more than volume. This is a stable, well-structured environment where you’ll handle complex cases, support senior brokers, and take ownership of a mixed commercial book. You’ll have autonomy in how you manage your work, with the backing of experienced colleagues and access to a wide panel of insurers. You’ll be part of a business that values long-term relationships, technical accuracy, and sensible workloads rather than high-pressure sales targets. Package & Benefits • Salary £40,000–£45,000 per annum • Standard hours 9am to 5.15pm with a one-hour lunch break • Mature office environment with simple on-site perks including fresh fruit • On-site car parking available • Hybrid working considered About the Company You will be joining an independent insurance broker with strong relationships across the London and Lloyd’s markets, as well as a wide range of specialist insurers. The business has been established for over two decades and focuses on delivering practical, cost-effective insurance solutions built around client needs. Key Responsibilities • Manage mid-term adjustments, renewals, and new business across a varied commercial insurance portfolio • Support the servicing of existing clients, ensuring accurate and timely policy administration • Work closely with senior brokers and account directors on larger, more complex cases • Maintain high-quality documentation and use Acturis alongside traditional file-based systems where required About You • Experience as an Account Handler within a commercial insurance environment • Confident managing renewals, MTAs, and new business processes • Strong organisational skills with the ability to manage multiple client accounts accurately If you’d like to explore this Senior Account Handler opportunity in more detail, even if your CV isn’t fully up to date, we’d be happy to speak with you. Contact Fintelligent for more information or a confidential discussion. AW_FIN

Personal Injury Claims Handler

Financial Services
Salary£25,000 - £40,000 - Per Year
Job TypePermanent
Structured claims handling | CII accredited insurer | Hybrid working | Strong development culture If you’re an experienced Personal Injury Claims Handler looking for a role where your technical expertise is genuinely valued, this opportunity offers the chance to manage a varied caseload within a supportive, CII-accredited insurer that invests in both people and technology. As a Personal Injury Claims Handler, you’ll be trusted to take ownership of your caseload while working in a structured environment that prioritises development, fair outcomes, and long-term progression. You’ll also benefit from modern systems and a culture that encourages continuous improvement rather than volume-driven working. Package & Benefits • Salary £30,000–£35,000 per annum. • Fully funded Cert CII qualification and structured training plan. • Hybrid working following successful completion of probation with flexible options available. • 21 days holiday plus additional entitlement with service, plus early Christmas and New Year finishes. • Private healthcare with optional family cover. • Recognition bonus scheme, annual awards, and regular social events. About the Company You’ll be joining a CII-accredited, Chartered insurer with a strong reputation for investing in its people, systems, and service standards. The business promotes a supportive, modern working environment where development and employee wellbeing are central to long-term success. Key Responsibilities • Manage a caseload of Personal Injury Claims Handler work from first notification through to settlement. • Assess liability, causation, and quantum while reviewing medical and legal evidence. • Negotiate settlements within authority limits and ensure fair outcomes. • Liaise with claimants, solicitors, and third parties throughout the lifecycle of the claim. About You • Experience working as a Personal Injury Claims Handler managing end-to-end claims. • Strong understanding of liability assessment, causation, and claims negotiation. • Confident managing a busy caseload within a regulated insurance environment. If you’re ready for your next step as a Personal Injury Claims Handler, we’d welcome a confidential conversation, even if your CV isn’t fully up to date. Contact Fintelligent for more information or a confidential discussion. AW_FIN

Insurance Broker

Financial Services
Salary£30,000 - £35,000 - Per Year
Job TypePermanent
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

Client Services Administrator – Financial Services

Financial Services
Salary£26,000 - £30,000 - Per Year
Job TypePermanent
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

Commercial Account Executive

Financial Services
Salary£45,000 - £60,000 - Per Year
Job TypePermanent
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

Junior Commercial Account Handler

Financial Services
Salary£28,000 - £33,000 - Per Year
Job TypePermanent
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

Motor Claims Handler

Financial Services
Salary£25,000 - £30,000 - Per Year
Job TypePermanent
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

See what people are saying about us!

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Excellent service provided by Tom and Dan at Fintelligent! They ensured a smooth process with frequent and transparent communication which was a tremendous help throughout the process. I can highly recommend them whether you are looking for a job or a candidate.
Jacob A.
We've been working with Dan for many years, having placed numerous key hires for us historically. He is fantastic, we have a brilliant relationship and get excellent service. Cannot recommend him highly enough.
Michael Dean
I’ve worked with Fintelligent over a number of years, and our recruitment has been more ad hoc until the acquisition of Aro, where we experienced a significant increase in hiring demand for sales across the business. Fintelligent were able to quickly step up, remaining flexible and reactive in their approach, and support us through this period of growth while maintaining quality. Their ability to engage relevant candidates and manage the process efficiently meant we could scale hiring without disruption to the wider business. What stands out is their understanding of our business and how this translates into the candidates they introduce. There’s a clear focus on relevance and alignment, rather than volume, which has been key as our hiring requirements have grown, and is why we’ve continued our partnership over the years.
Leonie Mallabone
I just wanted to take a moment to thank Jenni Lunt for all her incredible support in helping me prepare for my recent interview. From start to finish, Jenni was so helpful, kind, and genuinely invested in my success. She offered clear guidance at every step of the process, answering my questions, providing insight, and making sure I felt confident and ready going into the interview. Her encouragement and knowledge made a huge difference and I’m so happy to share that I’ve now secured a new role! I’m truly grateful for everything she’s done, and I couldn’t have done it without her. Jenni, you’ve been amazing thank you!
Fatma H.
During a period of significant change, we needed a recruitment partner we could trust to deliver without adding pressure, allowing me to remain focused on commercial objectives. Fintelligent quickly established themselves as that partner, operating as an extension of our internal team and working closely with leadership, sales and marketing, rather than as a traditional agency. They understood not just our immediate hiring needs, but the wider direction of the business, including our rebrand, product roadmap and growth strategy. As a result, the hires delivered were aligned to our future plans, not just current gaps. What separates them from previous recruitment partners is the operational value they bring. They enabled a successful team expansion while also helping to lay the foundations for our 2026 growth. During a period of significant change, we needed a recruitment partner we could trust to deliver without adding pressure, allowing me to remain focused on commercial objectives. There was an element of risk in partnering with a new recruitment provider for such high-priority roles, but Fintelligent quickly proved themselves, working closely with our leadership, sales and marketing teams in a way that felt far more integrated than a typical agency relationship. They took the time to understand not just our immediate hiring needs, but where the business was heading, including our rebrand, product roadmap and growth plans. As a result, the hires they delivered were aligned to our future direction, not just short-term gaps. What stood out compared to previous recruitment partners was the additional value they brought. Alongside successfully delivering key hires, they created a video asset that showcased our new brand and captured our culture and ethos, featuring both new and existing team members. While this has not yet been launched, it forms a key part of our future hiring strategy and positions us strongly for planned expansion. We were new to working with Fintelligent, but will be continuing the partnership based on the service and delivery we’ve seen. They’ve played an important role in supporting our next phase of growth.
Peter Beaumont
Excellent service provided by Tom and Dan at Fintelligent! They ensured a smooth process with frequent and transparent communication which was a tremendous help throughout the process. I can highly recommend them whether you are looking for a job or a candidate.
Jacob A.
We've been working with Dan for many years, having placed numerous key hires for us historically. He is fantastic, we have a brilliant relationship and get excellent service. Cannot recommend him highly enough.
Michael Dean
I’ve worked with Fintelligent over a number of years, and our recruitment has been more ad hoc until the acquisition of Aro, where we experienced a significant increase in hiring demand for sales across the business. Fintelligent were able to quickly step up, remaining flexible and reactive in their approach, and support us through this period of growth while maintaining quality. Their ability to engage relevant candidates and manage the process efficiently meant we could scale hiring without disruption to the wider business. What stands out is their understanding of our business and how this translates into the candidates they introduce. There’s a clear focus on relevance and alignment, rather than volume, which has been key as our hiring requirements have grown, and is why we’ve continued our partnership over the years.
Leonie Mallabone
I just wanted to take a moment to thank Jenni Lunt for all her incredible support in helping me prepare for my recent interview. From start to finish, Jenni was so helpful, kind, and genuinely invested in my success. She offered clear guidance at every step of the process, answering my questions, providing insight, and making sure I felt confident and ready going into the interview. Her encouragement and knowledge made a huge difference and I’m so happy to share that I’ve now secured a new role! I’m truly grateful for everything she’s done, and I couldn’t have done it without her. Jenni, you’ve been amazing thank you!
Fatma H.
During a period of significant change, we needed a recruitment partner we could trust to deliver without adding pressure, allowing me to remain focused on commercial objectives. Fintelligent quickly established themselves as that partner, operating as an extension of our internal team and working closely with leadership, sales and marketing, rather than as a traditional agency. They understood not just our immediate hiring needs, but the wider direction of the business, including our rebrand, product roadmap and growth strategy. As a result, the hires delivered were aligned to our future plans, not just current gaps. What separates them from previous recruitment partners is the operational value they bring. They enabled a successful team expansion while also helping to lay the foundations for our 2026 growth. During a period of significant change, we needed a recruitment partner we could trust to deliver without adding pressure, allowing me to remain focused on commercial objectives. There was an element of risk in partnering with a new recruitment provider for such high-priority roles, but Fintelligent quickly proved themselves, working closely with our leadership, sales and marketing teams in a way that felt far more integrated than a typical agency relationship. They took the time to understand not just our immediate hiring needs, but where the business was heading, including our rebrand, product roadmap and growth plans. As a result, the hires they delivered were aligned to our future direction, not just short-term gaps. What stood out compared to previous recruitment partners was the additional value they brought. Alongside successfully delivering key hires, they created a video asset that showcased our new brand and captured our culture and ethos, featuring both new and existing team members. While this has not yet been launched, it forms a key part of our future hiring strategy and positions us strongly for planned expansion. We were new to working with Fintelligent, but will be continuing the partnership based on the service and delivery we’ve seen. They’ve played an important role in supporting our next phase of growth.
Peter Beaumont
Charlotte Walker is genuinely great to work with. She really takes the time to understand what you are looking for and communicates clearly throughout the whole process. What I appreciate most is that she doesn’t just reach out and then disappear if things don’t move forward. A lot of recruiters do that, but Charlotte always keeps me in the loop with information and explains the reasons behind decisions. Even when it comes to interviews, she calls you beforehand to give a guide on preparation, company overview & how to stand out which is super helpful It makes the whole experience feel much more transparent and supportive. Charlotte is definitely an asset to any team she’s part of.
Tina
From start to finish, Jenni was fantastic. She was clear about the job description and what I needed to prepare for, and she kept me updated throughout the process. Whenever there were any delays, Jenni was quick to follow up and provide answers. Considering I hadn’t had an interview in over seven years, Jenni reassured me and helped prepare me for what to expect. Her support gave me the confidence I needed, which ultimately led to a job offer following my interview.
Ste D.
Charlotte Walker has been extremely helpful, super professional and knowledgeable. She really understands her clients and supports candidates to maximise their potential. I can’t speak highly enough of her.
James R.
We engaged Fintelligent to support the build-out of our commercial mortgages team at a critical stage of growth, where securing the right individuals was key to driving new business. From the outset, their approach felt different. Before progressing with the search, they provided detailed talent pool mapping, giving us clear insight into the availability of candidates across our target companies and regions. This helped shape a more informed hiring strategy and ensured expectations were aligned from the beginning. Throughout the process, they maintained consistent reporting, not just on activity, but with meaningful data and insight. In particular, their feedback on candidate motivations and objections was something we hadn’t experienced before, and allowed us to better position ourselves in a competitive market. They operated as a genuine partner rather than a transactional supplier, taking ownership of the process and adapting to our needs. The flexibility of their retained model provided structure and commitment, while still allowing us to move at pace. Fintelligent delivered a high-quality shortlist and played an important role in building a team aligned to our growth objectives.
Rikesh Saujani
Fantastic experience working with Aiden at this agency. He was incredibly professional, quick to respond to any queries, and completely transparent throughout the entire recruitment process. He clearly cares about his clients and goes the extra mile to get things sorted. A superb recruiter—5 stars!
Mike W.
Charlotte Walker is genuinely great to work with. She really takes the time to understand what you are looking for and communicates clearly throughout the whole process. What I appreciate most is that she doesn’t just reach out and then disappear if things don’t move forward. A lot of recruiters do that, but Charlotte always keeps me in the loop with information and explains the reasons behind decisions. Even when it comes to interviews, she calls you beforehand to give a guide on preparation, company overview & how to stand out which is super helpful It makes the whole experience feel much more transparent and supportive. Charlotte is definitely an asset to any team she’s part of.
Tina
From start to finish, Jenni was fantastic. She was clear about the job description and what I needed to prepare for, and she kept me updated throughout the process. Whenever there were any delays, Jenni was quick to follow up and provide answers. Considering I hadn’t had an interview in over seven years, Jenni reassured me and helped prepare me for what to expect. Her support gave me the confidence I needed, which ultimately led to a job offer following my interview.
Ste D.
Charlotte Walker has been extremely helpful, super professional and knowledgeable. She really understands her clients and supports candidates to maximise their potential. I can’t speak highly enough of her.
James R.
We engaged Fintelligent to support the build-out of our commercial mortgages team at a critical stage of growth, where securing the right individuals was key to driving new business. From the outset, their approach felt different. Before progressing with the search, they provided detailed talent pool mapping, giving us clear insight into the availability of candidates across our target companies and regions. This helped shape a more informed hiring strategy and ensured expectations were aligned from the beginning. Throughout the process, they maintained consistent reporting, not just on activity, but with meaningful data and insight. In particular, their feedback on candidate motivations and objections was something we hadn’t experienced before, and allowed us to better position ourselves in a competitive market. They operated as a genuine partner rather than a transactional supplier, taking ownership of the process and adapting to our needs. The flexibility of their retained model provided structure and commitment, while still allowing us to move at pace. Fintelligent delivered a high-quality shortlist and played an important role in building a team aligned to our growth objectives.
Rikesh Saujani
Fantastic experience working with Aiden at this agency. He was incredibly professional, quick to respond to any queries, and completely transparent throughout the entire recruitment process. He clearly cares about his clients and goes the extra mile to get things sorted. A superb recruiter—5 stars!
Mike W.

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