Financial Services

Fast-paced transactional environment | Exposure to complex legal documentation | Early Friday finish | Collaborative lending team If you have experience managing legal documentation within property or lending transactions and want a role where your attention to detail genuinely matters, this Legal Administrator opportunity offers the chance to take ownership of transactions from instruction through to completion. You’ll play a key role in ensuring deals progress efficiently while working closely with solicitors, brokers, borrowers, and internal stakeholders. This is a varied position suited to someone who enjoys working in a structured, deadline-driven environment where accuracy and organisation are valued. You’ll be trusted to manage documentation processes, maintain oversight across multiple live matters, and support smooth transaction delivery within a collaborative team. Package & Benefits • £28,000 - £32,000 (DOE) • Full-time hours with an early finish on Fridays. • 28 days annual leave plus bank holidays, including Christmas closure allocation. • Optional company pension scheme. About the Company You’ll be joining an established finance business operating within the property lending sector. The team environment is professional, collaborative, and focused on delivering an efficient, service-led experience for brokers and borrowers. Key Responsibilities • Prepare and manage facility agreements, security documentation, and legal paperwork for new and existing lending transactions. • Liaise with solicitors, brokers, borrowers, and lenders to progress transactions through to completion. • Oversee post-completion administration including charge registrations, retention releases, and document follow-up. • Maintain accurate records and monitor live transactions to ensure deadlines and compliance requirements are met. About You • Experience preparing facility agreements and associated legal or security documentation within a lending, legal, or property environment. • Ability to manage legal documentation and due diligence processes from instruction through to completion. • Experience liaising with solicitors and reviewing legal documentation relating to property and secured lending transactions. If you’d like to explore this opportunity, please apply with your most recent CV as we’d love to speak with you. Contact Fintelligent for more information or a confidential discussion. JL_FIN

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.

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

Third Party Claims Handler | Motor Claims Experience | Credit Hire Exposure | Development & Progression If you’re an experienced claims professional looking for your next step as a Third Party Claims Handler, this role offers the chance to work on varied and complex motor claims where your decisions directly influence outcomes. You’ll join a structured, supportive environment where you can build depth in liability, credit hire, and dispute resolution. This Third Party Claims Handler position provides exposure to higher-value and more technical files while supporting your long-term development. You’ll have the autonomy to manage your own caseload, with clear support to strengthen your technical expertise and progress within a stable, regulated setting. Package & Benefits • Salary £28,000–£33,000 per annum, depending on experience. • 35-hour working week with flexible working patterns available. • Increased holiday allowance with service, plus holiday buy and sell scheme. • Contributory pension scheme and performance-related bonus potential. • Support towards CII qualification and wider professional development. • Free on-site parking, cycle to work scheme, and additional wellbeing benefits. About the Company You’ll be joining a well-established general insurance environment with a strong focus on service quality, collaboration, and continuous improvement. The culture is supportive and development-led, with genuine investment in people and long-term career progression within claims handling. Key Responsibilities • Manage end-to-end third-party motor and property damage claims within a busy caseload. • Investigate liability and support decision-making on complex and disputed claims. • Handle credit hire claims including validation, negotiation, and cost control activity. • Liaise professionally with insurers, solicitors, and external stakeholders throughout the claims lifecycle. About You • Minimum 2 years’ experience in motor claims, ideally within a third-party environment. • Strong understanding of liability assessment and claims negotiation. • Working towards or willing to complete CII qualification with employer support. If you’re ready to progress your Third Party Claims Handler career in a supportive and development-focused environment, contact Fintelligent for more information or a confidential discussion. AW_FIN

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

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

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