Financial Services

Growing specialist lender | Broad exposure across UK finance operations | Career development in a scaling business | High-impact accounting role If you're a **Accountant - Real Estate Lender looking for a role where you can broaden your technical expertise and play a meaningful part in a growing finance team, this is an opportunity to join a well-funded specialist real estate lender with ambitious growth plans. You'll gain exposure across multiple UK entities while taking ownership of key accounting activities in a collaborative environment. As an Accountant - Real Estate Lender, you'll work closely with senior stakeholders and external advisers, developing your experience across financial reporting, statutory accounts, tax compliance and audit. This is an office-based role offering genuine responsibility and the opportunity to grow your career within an expanding organisation. Package & Benefits • Salary up to £75,000 per annum. • Opportunity to join a growing specialist real estate lender. • Exposure to a broad range of accounting responsibilities across multiple UK entities. About the Company You'll be joining an established specialist lender focused on providing tailored funding solutions across the real estate sector. The business has an ambitious growth strategy, significant financial backing, and a collaborative culture where people are trusted to make a genuine impact. Key Responsibilities • Manage bookkeeping, journals, accruals, prepayments and reconciliations across multiple UK entities. • Support month-end reporting, statutory accounts, tax compliance and external audits. • Maintain accurate financial records while ensuring strong financial controls and compliance with accounting standards. • Contribute to finance process improvements and provide support across wider accounting activities. About You • Fully qualified ACA, ACCA, CIMA, CA, CPA or equivalent accountant. • One to three years' post-qualified accounting experience, ideally within a fast-paced or multi-entity environment. • Strong financial accounting, bookkeeping, reconciliation and reporting experience, including working with external auditors and tax advisers. If you'd like to find out more about this Accountant - Real Estate Lender opportunity, we'd be delighted to have a confidential conversation, even if your CV isn't completely up to date. Contact Fintelligent for more information or a confidential discussion.

High-quality pre-qualified leads | Uncapped earning potential | Clear career progression | Award-winning specialist brokerage If you're a fully CeMAP qualified with a strong sales background and seeking a Trainee Mortgage Advisor role, this could be an excellent opportunity for you. If you're ready to build a successful career in specialist lending, this role in Horwich could be exactly what you're looking for. You'll receive high-quality, pre-qualified leads, a clear progression pathway, and the chance to significantly increase your earnings through uncapped commission. Joining a fast-growing, award-winning brokerage, you'll work in a supportive, high-performing environment where success is recognised and career development is a genuine priority. If you're motivated by delivering great customer outcomes and achieving ambitious sales targets, you'll be well placed to thrive. Package & Benefits • Salary of £30,000 to £35,000 per annum. • Realistic on-target earnings of £45,000+ with uncapped commission. • 25 days' holiday plus bank holidays. • Private healthcare. • Clear career progression within a growing business. About the Company You'll be joining an award-winning specialist mortgage brokerage experiencing significant growth. The business is committed to providing exceptional customer service while investing in the development of its advisers, creating an environment where ambitious individuals can build long-term careers. Key Responsibilities • Contact pre-qualified customers to provide advice on mortgage and lending solutions. • Complete detailed fact-finds, assess customer needs, and recommend suitable products in line with regulatory requirements. • Manage applications from enquiry through to completion while maintaining excellent customer service. • Consistently achieve sales targets and maintain full compliance throughout the advice process. About You • Fully CeMAP qualified. • Proven sales experience with a strong track record of achieving targets. • Previous experience as a Mortgage Advisor, First Charge Advisor or Second Charge Advisor would be advantageous. If you're looking to join a business where your qualifications, sales ability and ambition will be rewarded, we'd love to hear from you. Apply by sending your CV and get in touch. Contact Fintelligent for more information or a confidential discussion. JL_FIN

Analytical role | Regulated pensions environment | Strong attention to detail | Clear career development If you enjoy working with data, solving problems, and producing accurate analysis, this Pensions Analyst opportunity offers the chance to build specialist experience within a regulated pensions environment where quality and attention to detail are valued. You’ll join a collaborative team where your analysis can make a real difference to customer outcomes. With structured development and exposure to pensions processes, this role provides a strong foundation for a long-term career in financial services. Package & Benefits • Salary £30,000–£32,000 per annum. • Performance-based bonus of up to £300 per month linked to accuracy and quality standards. • Structured training, professional qualification support, and career development opportunities. About the Company This growing financial services business supports customers with high-quality pension advice and analysis. The organisation is focused on accuracy, continuous improvement, and using technology to enhance customer outcomes. Key Responsibilities • Complete pension analysis and produce regulated reports with a high level of accuracy. • Review provider information, data, and documentation to identify inconsistencies or missing details. • Support process improvements by using automation and technology effectively. • Work with colleagues to maintain strong quality and compliance standards. About You • Experience within pensions, financial services, administration, analysis, or a regulated environment. • Strong numerical ability and experience working with data, reports, or structured processes. • Experience producing accurate analysis or documentation within agreed standards. If you’re interested in developing your career within pensions, 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

Hybrid working | Uncapped bonus scheme | Develop your fleet insurance career | Supportive and growing brokerage If you're an experienced Account Handler with insurance broking experience and enjoy winning new business, this is an opportunity to join a growing brokerage where your success is recognised through an uncapped bonus scheme. You'll focus on Motor Fleet Insurance, building client relationships and delivering tailored insurance solutions from the outset. This role offers the flexibility of hybrid working, genuine autonomy in managing new business opportunities, and the chance to further develop your expertise in fleet insurance within a collaborative and supportive team. Package & Benefits • Salary of £32,500 per annum plus an uncapped bonus scheme. • Hybrid working with up to 3 days per week in the office. • Company pension. • Free on-site parking. • Full-time permanent role working 37 hours per week with a 5:00pm finish on Fridays. About the Company You'll be joining a well-established, independent insurance brokerage with a strong reputation for delivering tailored insurance solutions and exceptional client service. The business values collaboration, long-term client relationships, and creating an environment where employees can develop their careers. Key Responsibilities • Manage new business enquiries for Motor Fleet Insurance from quotation through to policy placement. • Build lasting relationships with clients by understanding their insurance requirements and providing expert guidance. • Negotiate with insurers to secure competitive terms and suitable levels of cover for clients. • Identify opportunities to maximise new business performance while delivering an excellent customer experience. About You • At least 1 to 2 years' insurance broking experience. • Experience handling commercial insurance, ideally including Motor Fleet Insurance. • Proven experience in a sales-focused, target-driven insurance environment. If this sounds like the right next step in your insurance career, we'd love to hear from you, even if your CV isn't completely up to date. Contact Fintelligent for more information or a confidential discussion. AW_FIN

A trusted independent brokerage | Uncapped bonus | Established insurance business | Full training and support If you're looking to build your career in sales within a well-established insurance business, this Telemarketing Executive opportunity offers the chance to join an experienced team where your success is recognised and rewarded. You'll play an important role in generating new business opportunities while benefiting from ongoing training, support, and an uncapped bonus scheme. Working alongside experienced insurance professionals, you'll be the first point of contact for prospective clients, helping to create quality opportunities that contribute directly to business growth. This is an office-based role with genuine earning potential in a collaborative and professional environment. Package & Benefits Salary of £26,000 per annum, with uncapped bonus and realistic £32,000 OTE Company pension. Free on-site parking. Ongoing training and support. About the Company You'll be joining an established, independent insurance brokerage with over 25 years of experience advising both businesses and private clients. The business has built a strong reputation for professional advice, specialist expertise, and delivering excellent customer service across a range of insurance sectors. Key Responsibilities Contact prospective customers to introduce insurance services and generate qualified appointments for the insurance team. Build rapport with potential clients, handling initial enquiries professionally and identifying suitable opportunities. Maintain accurate customer records using the company's CRM system. Work towards agreed activity and appointment targets while delivering a positive customer experience. About You Previous experience in telemarketing, outbound sales, or a telephone-based sales role. Experience using CRM or telemarketing systems to manage customer activity. Confident communicating with prospective customers and booking appointments over the telephone. If you're looking for a role where your contribution is recognised and rewarded, we'd love to hear from you. Even if your CV isn't completely up to date, get in touch to find out more. Contact Fintelligent for more information or a confidential discussion. AW_FIN

Award-winning business | Uncapped earning potential | No weekends or late nights | Genuine leadership impact If you're an experienced sales leader who enjoys developing people as much as delivering results, this Sales Manager opportunity offers the chance to join a growing, award-winning business where your contribution will be recognised and rewarded. You'll lead from the front, influence performance, and help shape a high-performing sales culture. This is a role with real visibility and autonomy. You'll work closely with senior leadership to drive sales performance, improve processes, and support the development of a successful sales team. With strong earning potential and a Monday to Friday schedule, it's an opportunity to build your career without sacrificing work-life balance. Package & Benefits for the Sales Manager • Salary £40,000 per annum. • Uncapped commission with OTE of £65,000+ per annum. • Monday to Friday working hours with no weekends or late nights. • Additional day off to celebrate your birthday each year. About the Company You will be joining an award-winning organisation experiencing continued growth. The business has built a strong reputation within its sector and is committed to investing in its people, creating an environment where performance, development, and recognition go hand in hand. Key Responsibilities for the Sales Manager • Lead, coach, and develop a team of sales advisors to achieve and exceed KPI and revenue targets. • Monitor call quality, conversion rates, and productivity to drive continuous performance improvement. • Conduct regular 1-2-1s, performance reviews, and training sessions to support team development. • Support the implementation of sales strategies and process improvements that enhance results and customer outcomes. About You • Experience leading or supervising a sales team within a call centre environment. • Proven track record of achieving sales targets and improving team performance. • Experience analysing sales performance data and using insights to drive results. If you'd like to explore this opportunity, please apply with your most recent CV for consideration. JL_FIN

Qualified inbound appointments | Private equity-backed growth | New London office launch | No self-generation required If you're an experienced Financial Adviser who enjoys helping clients make informed financial decisions but is frustrated by the constant pressure to generate your own leads, this role offers a different approach. You'll work with qualified, pre-booked appointments, allowing you to focus on delivering advice rather than prospecting. Joining a growing financial services business, you'll become part of an organisation entering an exciting new phase of expansion. Backed by significant investment and supported by a proven operating model, the business is creating new opportunities for advisers who want both stability and long-term career growth. Package & Benefits • Salary £55,000 per annum. • Realistic on-target earnings of £95,000+ per annum. • Qualified, pre-booked client appointments. • No cold calling or self-generated business requirements. • Private healthcare. • Profit share scheme. • 8% employer pension contribution. • Death in service cover. • Professional development and ongoing training support. • Clear career progression opportunities. About the Company This private equity-backed financial services business has built a strong and successful presence across the North of England and is now launching its London office following significant investment to support its next phase of growth. Through substantial investment in marketing and client acquisition, the business generates a consistent flow of inbound enquiries, supported by a specialist team that qualifies opportunities before introducing them to advisers. Key Responsibilities • Conduct client meetings with qualified prospective clients and complete comprehensive fact-finds. • Assess financial circumstances and deliver suitable recommendations in line with regulatory requirements. • Build and maintain long-term client relationships through professional financial advice. • Work closely with support teams to maximise client outcomes while maintaining compliance standards. About You • Level 4 Diploma qualified with experience working as a Financial Adviser, Financial Planning Consultant, Wealth Adviser, or similar regulated advisory professional. • Proven experience conducting client meetings, fact-finds, and delivering regulated financial advice. • Experience working within FCA-regulated environments and meeting compliance requirements. If you're looking for a Financial Adviser role where you can focus on advising clients rather than generating leads while joining a business investing heavily in its future growth, we'd love to hear from you. Contact Fintelligent for more information or a confidential discussion, even if your CV is not fully up to date. AW_FIN

Hybrid working | Professional qualifications support | Clear career progression | Strong staff retention If you're an experienced Recovery Claims Handler looking for more than just another claims role, this opportunity offers the chance to join a growing FCA-regulated business where development, progression, and employee wellbeing are genuinely prioritised. You'll manage technical motor recovery claims while building your expertise within a supportive and well-established team. This role combines autonomy with strong team support, giving you ownership of your caseload while providing access to ongoing training, professional qualifications, and clear opportunities for career progression. It's an environment where technical claims experience is valued and recognised. Package & Benefits• Salary £25,000-£28,000 per annum, depending on experience.• Hybrid working and flexible working patterns.• Support with industry-relevant qualifications.• Clear career progression opportunities.• Increased annual leave entitlement with length of service.• Birthday day off and half-day off for seasonal shopping.• Holiday sell scheme and contributory pension scheme.• Free on-site parking and casual dress code.• Cycle to Work scheme and discounted sports and social activities.• Cash bonus scheme for exceptional performance.• Mental health and first-aid support on-site. About the Company You will be joining a well-established, FCA-regulated insurance business with a strong reputation for employee development, long-term career opportunities, and a collaborative working culture. The organisation continues to invest in its people while maintaining high standards of customer service and claims handling. Key Responsibilities• Manage a caseload of motor recovery claims from first notification through to settlement.• Negotiate with insurers, third parties, and legal representatives to achieve successful recovery outcomes.• Ensure claims are handled in line with FCA, FOS, GDPR, and internal compliance requirements.• Contribute to continuous improvement initiatives while supporting service levels and customer outcomes. About You• Previous experience handling motor recovery claims.• Strong negotiation and settlement experience within a claims environment.• Good understanding of FCA regulations and claims handling standards. If you're looking for a role where your technical claims expertise will be recognised and rewarded, we'd welcome a conversation. Even if your CV isn't fully up to date, we'd be happy to discuss the opportunity. Contact Fintelligent for more information or a confidential discussion.AW_FIN

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

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

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

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.