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

Sales Executive – Commercial Insurance

Financial Services
Salary£30,000 - £35,000 - Per Year
Job TypePermanent
£30,000 basic + bonus | Scope for increased basic for relevant experience | Stockport | Monday–Friday, 9:00am–5:00pm | No weekends Are you commercially minded, confident speaking with people and looking for a genuine long-term career in insurance sales? Fintelligent is recruiting a Sales Executive for a successful specialist commercial insurance brokerage in Stockport. This is an excellent opportunity for someone with insurance, financial services, customer service or general sales experience to enter a professional, commercially focused industry with clear long-term progression. This is not a high-volume call-centre role. You will learn how to understand client risks, gather detailed information, work with insurer markets and present appropriate insurance solutions. You will gain exposure to the full new-business process while developing the technical knowledge and commercial skills needed to build a successful career in broking. You will join a supportive but fast-paced office environment, working alongside experienced insurance professionals and dealing with both clients and insurers from day one. For the right person, this role offers a clear route into new-business sales, renewals, account handling and specialist technical broking. Package & Benefits £30,000 basic salary plus bonus Scope for a higher basic salary for candidates with relevant insurance, commercial or proven sales experience Monday to Friday, 9:00am–5:00pm No weekend working Full-time, office-based role in Stockport On-site parking Hands-on training and development from experienced insurance professionals Exposure to specialist commercial motor, motor trade and road-risk insurance Clear long-term progression into sales, renewals, servicing, account handling or technical broking roles Opportunity to develop a stable and rewarding career within a specialist insurance market About the Company Our client is an established specialist commercial insurance brokerage, providing insurance solutions across areas including motor trade, road risk, fleet and wider commercial insurance. They have strong insurer relationships, an established client base and a supportive team environment. This is an opportunity to join a business where people can learn, develop their technical knowledge and build a long-term career in the insurance sector. The Opportunity As a Sales Executive, you will support the new-business process from initial enquiry through to quotation and presentation of terms. You will learn how to conduct effective fact-finds, understand client requirements, gather underwriting information and communicate professionally with both prospective clients and insurer partners. As your knowledge and confidence develop, there will be opportunities to progress into more technical and commercially focused roles across the business. This role would suit someone who is mouldable, ambitious and keen to learn. You do not need years of commercial-broking experience, but you should bring energy, attention to detail and the commercial awareness to understand that every client conversation is an opportunity to build trust and win business. Key Responsibilities Handle and support incoming new-business insurance enquiries Speak with prospective clients to understand their insurance requirements Gather detailed fact-find and underwriting information Assist with preparing quotations and presenting terms to clients Liaise with insurers to obtain suitable terms and additional information Maintain accurate records and ensure high standards of administration Build technical knowledge across commercial motor, motor trade and road-risk insurance Work closely with experienced brokers to develop your sales, servicing and technical capability Deliver a professional and responsive experience throughout the customer journey About You You could already be working in insurance, financial services or a sales-focused environment. We are open to candidates from a range of backgrounds, including: Insurance administration, broking support or policy servicing Personal lines motor insurance Commercial insurance support Motor trade or road-risk insurance Financial-services customer service General sales, telesales, B2B sales, retail sales or other target-driven customer-facing roles Account management or consultative customer service Most importantly, you will be: Commercially savvy and motivated by building a long-term career, rather than simply finding your next role Confident communicating with customers by phone and able to build rapport quickly Comfortable working to objectives in a busy, fast-paced office environment Resilient, proactive and motivated by developing your earning potential Detail-focused and organised, with the ability to absorb technical information Mouldable, coachable and keen to learn from experienced insurance professionals Interested in progressing into technical broking, renewals, account handling or new-business sales over time Able to commute to Stockport for a full-time, office-based Monday–Friday role If you want a stable Monday-to-Friday role with no weekend working, strong earning potential and a clear path into specialist commercial insurance, contact Fintelligent for a confidential discussion. AW_FIN

Collections Advisor

Financial Services
Salary£26,000 - £30,000 - Per Year
Job TypePermanent
Customer-focused collections | Supportive financial services environment | Meaningful customer impact | Manchester If you’re an experienced Collections Agent who can balance commercial outcomes with genuine customer support, this role offers the opportunity to help customers experiencing financial difficulty find realistic, sustainable ways forward. You’ll have ownership of your caseload while working closely with specialist teams to support good customer outcomes. It’s a role where sound judgement, accurate record keeping and a responsible approach to vulnerable customers are valued. Package & Benefits • Salary £26,000–£30,000 per annum, plus discretionary company bonus. • 25 days’ holiday, increasing to 28 days after three years, plus bank holidays. • Private medical insurance, health cash plan and 5% employer pension contribution. • Enhanced family leave, paid sick leave, employee discounts and free office refreshments. About the Company You’ll join an innovative business within the used-car finance sector, focused on making vehicle finance simple and accessible while maintaining a strong focus on customer outcomes. Key Responsibilities • Manage inbound and outbound collections conversations, understanding customers’ circumstances and agreeing sustainable payment arrangements. • Manage a personal caseload, ensuring actions, follow-ups and customer records are completed accurately and on time. • Identify and escalate customer, conduct and operational risks appropriately. • Work with specialist teams to support vulnerable customers and improve customer outcomes. About You • Experience in Collections, Recoveries, Payment Support, Arrears or a similar regulated customer service environment. • Experience supporting customers experiencing financial difficulty and establishing appropriate payment solutions. • Experience managing customer records and caseloads using relevant systems. If you’d like to explore the role, even if your CV isn’t fully up to date, we’d be happy to have a confidential conversation. Contact Fintelligent for more information or a confidential discussion. JL_FIN

Mortgage Underwriter

Financial Services
Salary£30,000 - £33,000 - Per Year
Job TypePermanent
£32,500 basic + bonus | Hybrid working | Career progression | Manchester Looking to build a long-term career in specialist lending? This is a brilliant opportunity to join a leading lender within second charge — a purpose-led, fast-growing lender that takes a more personal, flexible approach to helping customers achieve better financial outcomes. As a Second Charge Mortgage Underwriter, you’ll manage applications from initial review through to lending decision, balancing strong commercial judgement with fair customer outcomes. You’ll join a collaborative team where quality, pace and attention to detail are genuinely valued—and where there is a clear route into Mortgage Advice, supported by CeMAP funding. Why this role? Competitive salary of £32,500, plus an achievable bonus structure (top performers earning up to £1.4k per month) Hybrid working available Clear progression opportunities, including a pathway into Mortgage Advice Support and funding towards your CeMAP qualification Join a Certified B Corp committed to doing business differently Work for a lender focused on tailored, responsible lending solutions—not a one-size-fits-all approach Package & Benefits £32,500 basic salary Competitive bonus scheme with strong earning potential Hybrid working Up to 25 days’ annual leave, plus bank holidays Healthcare cash plan Contributory pension scheme, matched up to 5% Ongoing training, development and career progression CeMAP qualification support About This is a forward-thinking specialist lender that challenges traditional approaches to lending. As a Certified B Corp, the business is committed to creating positive outcomes for customers, colleagues and communities. Their approach is built around creativity, collaboration and innovation—giving customers solutions that reflect their individual circumstances, while giving employees the support and opportunity to grow their careers. Key Responsibilities Review and underwrite second charge mortgage applications in line with lending policy and regulatory requirements Assess customer circumstances and supporting evidence to make fair, accurate lending decisions Verify application documentation and request additional information where required Maintain precise and up-to-date customer records throughout the underwriting process Communicate clearly and professionally with customers, brokers and internal stakeholders Manage a busy pipeline while maintaining excellent quality and service standards Consistently achieve agreed KPIs, productivity and quality targets About You You’ll be detail-focused, commercially aware and confident making decisions in a fast-paced lending environment. You will ideally have: At least 12 months’ experience assessing, processing or underwriting loan applications Experience within mortgages, secured lending, consumer finance or a related financial-services environment A proven ability to manage high application volumes while maintaining quality and accuracy Strong attention to detail and excellent data-entry skills The confidence to assess complex customer circumstances and identify appropriate next steps Clear communication skills, both written and verbal A positive, solutions-led approach and the ability to perform in a KPI-driven environment This role could be an excellent next step for someone currently working as a Loan Processor, Credit Analyst, Mortgage Advisor, Debt Management Advisor, Loan Officer or Mortgage Underwriter. If you’re ready to develop your underwriting career with a values-led lender offering real progression, contact Fintelligent today for a confidential discussion. AW_FIN

Account Handler – New Business Focus

Financial Services
Salary£32,500 - Per Year
Job TypePermanent
Account Handler – New Business Focus Turn your commercial insurance knowledge into earnings—build relationships, win business and benefit from uncapped bonus potential. Are you a commercially minded insurance professional who enjoys the buzz of winning new clients, but still wants to use your technical broking knowledge? This role offers the chance to develop and convert new SME and commercial opportunities across a diverse product range. You will be central to the sales process—from understanding a prospect’s risks and securing insurer terms, to presenting a solution that genuinely meets their needs. Package & Benefits Basic salary of £32,500 Uncapped bonus potential Hybrid working available Study support towards Cert CII Broad exposure to SME and commercial insurance risks Opportunity to build a long-term new-business career in commercial broking About the Company Our client is an established, FCA-regulated commercial insurance brokerage providing tailored advice to SME and commercial clients. The business combines strong technical broking standards with a client-focused approach to growth and retention. Key Responsibilities Develop, manage and convert new-business opportunities across SME and commercial insurance Build strong relationships with prospective clients, insurers and internal colleagues Gather comprehensive risk information to secure accurate, competitive quotations Prepare strong insurer submissions and market risks effectively Negotiate terms and present recommendations, cover comparisons, conditions and exclusions clearly Arrange cover across Property, Commercial Combined, Liability, Professional Indemnity, Contract Works and Motor Trade risks Identify additional cover requirements, cross-selling opportunities and potential underinsurance issues Support the wider team with commercial renewals and servicing activity when required Maintain accurate records and ensure all activity meets FCA, Consumer Duty and fair-presentation requirements About You Commercial insurance broking experience, ideally within SME or general commercial business A naturally proactive and sales-focused approach Strong knowledge of products including Property, Liability, Professional Indemnity, Commercial Combined and Motor Trade Confident communicator with the ability to build rapport and explain technical insurance clearly Motivated by targets, client acquisition and uncapped earning potential Acturis experience would be advantageous Cert CII qualified, or willing to work towards it If you enjoy the commercial side of broking and want to be rewarded for winning and developing new business, contact Fintelligent Search for a confidential discussion. AW_FIN

Account Handler – Commercial Insurance

Financial Services
Salary£32,500 - £38,000 - Per Year
Job TypePermanent
Account Handler – Commercial Insurance Technical SME portfolio | Broad commercial lines exposure | Hybrid working A well-established commercial insurance business is looking to appoint an experienced Account Handler to join its growing Commercial Lines team. This is an opportunity for a technically capable broker to manage an established SME and commercial client portfolio, handling renewals, mid-term adjustments, insurer negotiations and client service across a broad range of covers. Package & Benefits Salary of £32,500–£38,000, dependent on experience Hybrid working available Study support towards Cert CII Exposure to a broad and varied commercial insurance portfolio Supportive team environment with scope for technical development About the Company Our client is an established and FCA-regulated commercial insurance brokerage, supporting SME and commercial clients with tailored insurance solutions. The business prides itself on delivering high service standards, sound technical advice and positive client outcomes. Key Responsibilities Manage renewals and mid-term adjustments for SME and commercial clients Obtain accurate risk information, including turnover, wage roll, sums insured, claims experience and business activities Prepare high-quality insurer submissions and risk presentations Market risks, negotiate terms and present clear quotation comparisons to clients Arrange cover across Property Owners, Commercial Combined, Liability, Professional Indemnity, Contract Works and Motor Trade risks Review policy documentation, schedules and endorsements for accuracy Identify underinsurance, gaps in cover and cross-selling opportunities Support clients with claims notifications and queries, liaising with insurers and internal claims teams Maintain accurate records, diary notes and regulatory documentation on the broking system Ensure compliance with FCA requirements, Consumer Duty, GDPR and fair presentation obligations About You At least 2–3 years’ commercial insurance broking experience Strong knowledge of commercial lines products, policy wordings and exclusions Experience handling products such as Property, Liability, Professional Indemnity, Commercial Combined, Contract Works and/or Motor Trade Confident dealing with insurers and negotiating terms Organised, detail-focused and able to manage a busy renewal cycle Strong written and verbal communication skills Acturis experience would be advantageous Cert CII qualified, or willing to work towards it For a confidential discussion about this opportunity, please contact Fintelligent Search. AW_FIN

Commercial Finance Broker

Financial Services
Salary£30,000 - £35,000 - Per Year
Job TypePermanent
Established HNW customer base | Build a commercial finance division | Uncapped commission | Genuine progression opportunity If you’re an experienced Commercial Asset Finance Broker who wants to build rather than simply manage an existing pipeline, this role offers the opportunity to develop commercial finance opportunities from an established base of business owners and HNW customers. You’ll have scope to influence the growth of a new commercial-finance division, with the autonomy to develop opportunities across asset finance, fleet, plant, machinery and business lending. Package & Benefits • 35,000 per annum basic salary. • Uncapped commission with OTE £70,000-£75,000+ • Established customer base including business owners and HNW individuals. • Opportunity to progress into senior commercial finance and future team leadership. About the Company A growing specialist finance business with an established customer base, now expanding into commercial finance to support customers with wider business funding requirements. Key Responsibilities • Develop commercial-finance opportunities from an established customer database. • Identify funding requirements across asset finance, fleet, plant, machinery and business loans. • Manage opportunities from initial conversation through to funded deal. • Help shape sales processes and the development of the commercial-finance division. About You • Experience in asset finance, commercial finance, business lending, SME banking, invoice finance or commercial brokerage. • Experience originating and managing commercial-finance or business-funding opportunities. • Experience with asset finance, leasing, commercial vehicles, plant, machinery or business loans. If you’re looking to take ownership of a growing commercial-finance proposition, contact Lucie at Fintelligent for more information or a confidential discussion.

Motor Vehicle Image Engineer

Financial Services
Salary£31,000 - £33,000 - Per Year
Job TypePermanent
T Technical vehicle expertise | Claims engineering responsibility | Customer and repairer interaction Are you experienced in vehicle repair and looking to apply your technical expertise in a customer-focused insurance environment? This is an opportunity to join an established Engineering team, using your vehicle knowledge to support accurate, fair and efficient repair, total loss and claims decisions. You’ll combine technical judgement with clear communication across customers, repairers and third parties. Package & Benefits Salary of £31,500–£33,000, depending on experience. Average annual bonus of 4.5%, based on company performance and paid in April. 25 days’ annual leave plus bank holidays, a YOUday, and one paid volunteering day each year. Option to buy or sell annual leave. Pension scheme: 6% employer contribution and 2% employee contribution, with the option to opt out. Group life assurance of four times annual salary. Enhanced maternity and paternity pay. Annual salary review. £100 discount on car insurance for you and up to six friends or family members. Health and fitness loan, plus an interest-free season ticket loan. Underground parking next to the Manchester office, subject to availability, with parking-space booking available via app. Hybrid working available. About the Company You’ll be joining a well-established UK motor and home insurer supporting over 1.4 million customers. The business combines technology, data and service to simplify insurance, while investing in its people and encouraging meaningful contribution across the organisation. Key Responsibilities Assess, engineer and authorise vehicle repair costs in line with manufacturer repair methods and claim circumstances. Produce inspection reports and provide technical guidance on complex repair queries. Make informed total loss decisions, including vehicle valuations. Clearly communicate technical decisions to customers, repairers and third parties. Identify potential fraud indicators, vehicle modifications and opportunities to improve claims efficiency. Manage work effectively within agreed KPIs, quality standards and SLAs. About You Experience within the vehicle repair industry, ideally across mechanical, body repair or accident repair environments. Strong understanding of vehicle construction, repair methodology and estimating systems. Comfortable making technical decisions and explaining them clearly to non-technical audiences. Experience resolving complex issues involving customers, repairers or claims stakeholders. A proactive, organised approach with a focus on quality, service and fair customer outcomes. If you’re considering your next move and would like to learn more, contact Fintelligent for a confidential discussion. A fully up-to-date CV isn’t essential to start the conversation. 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

Commercial Finance Broker

Financial Services
Salary£30,000 - £35,000 - Per Year
Job TypePermanent
Established HNW customer base | Build a commercial finance division | Uncapped commission | Genuine progression opportunity If you’re an experienced Commercial Asset Finance Broker who wants to build rather than simply manage an existing pipeline, this Sutton Coldfield role offers the opportunity to develop commercial finance opportunities from an established base of business owners and HNW customers. You’ll have scope to influence the growth of a new commercial-finance division, with the autonomy to develop opportunities across asset finance, fleet, plant, machinery and business lending. Package & Benefits • £30,000–£35,000 per annum basic salary. • Uncapped commission with OTE £70,000-£75,000+  • Established customer base including business owners and HNW individuals. • Opportunity to progress into senior commercial finance and future team leadership. About the Company A growing specialist finance business with an established customer base, now expanding into commercial finance to support customers with wider business funding requirements. Key Responsibilities • Develop commercial-finance opportunities from an established customer database. • Identify funding requirements across asset finance, fleet, plant, machinery and business loans. • Manage opportunities from initial conversation through to funded deal. • Help shape sales processes and the development of the commercial-finance division. About You • Experience in asset finance, commercial finance, business lending, SME banking, invoice finance or commercial brokerage. • Experience originating and managing commercial-finance or business-funding opportunities. • Experience with asset finance, leasing, commercial vehicles, plant, machinery or business loans. If you’re looking to take ownership of a growing commercial-finance proposition, contact Fintelligent for more information or a confidential discussion. AW_FIN

Client Support Manager

Financial Services
Salary£45,000 - £50,000 - Per Year
Job TypePermanent
Operational leadership | Financial Services experience | High-growth advice business | Genuine influence Are you an experienced Client Support Manager looking for a role where you can shape operational performance, customer outcomes and the development of one of the fastest growing Financial Services firms in the country? This is an opportunity to join a high-growth, purpose-led financial services business on a mission to make quality retirement planning and financial advice more accessible. Based in Manchester, you’ll lead the Administration and Client Support function - managing capacity, improving processes and ensuring a first-class customer experience as the business continues to scale after succesful P.E backed funding. This is a monumental opportunity to carve out a career in an organisation that are revolutionising the financial advise industry. Package & Benefits £45,000–£50,000 basic salary, plus performance-related bonus Monday–Friday hours with no weekends. Office-based role in Manchester 25 days’ annual leave Private medical healthcare Death-in-service benefit 8% employer pension contribution EMI Share Option Scheme Opportunity to influence the growth and development of a business-critical function Key Responsibilities Lead the Administration and Client Support teams, managing workloads, capacity and resource planning. Drive performance against KPIs, SLAs, productivity, quality and customer-response measures. Monitor backlogs, identify bottlenecks and implement practical solutions to improve operational delivery. Work closely with senior leadership to identify operational risks and plan for growth. Improve processes, workflows and reporting across the administration and client support function. Support recruitment, onboarding, coaching and development of team members. Ensure the team delivers a consistently high standard of service throughout the customer journey. About You Proven experience leading an administration, operations, client support or back-office team within Financial Services. Comfortable working in a fast-paced, process-led and KPI-driven environment. Experience managing SLAs, workloads, backlogs, productivity, quality and capacity. Strong people-management skills, with the ability to motivate, develop and hold teams accountable. Commercially aware, highly organised and confident using data to make operational decisions. Ideally, experience gained in a high-growth, scale-up or similarly fast-moving business. A hands-on leader who enjoys solving problems and improving how teams operate. If you are looking for a leadership role where you can make a genuine impact on a growing, mission-led financial services business, contact Fintelligent for more information or a confidential discussion. AW_FIN

Senior Administrator

Financial Services
Salary£45,000 - £50,000 - Per Year
Job TypePermanent
Hands-on management role | Fast-paced, process-driven environment | Real ownership of team performance | Strong benefits package If you’re an experienced people manager who thrives in a fast-paced, process-driven environment, this Senior Administration Manager role offers genuine ownership across people, performance, and operational delivery. You’ll manage the Client and Pension Administration teams, ensuring workloads, SLAs, quality and customer outcomes remain on track. This is a hands-on management position within a scaling business. You’ll be expected to understand the detail, spot problems before they become issues, challenge performance when standards slip, and work closely with senior leadership to continually improve how the teams operate. Package & Benefits • Salary £45,000–£50,000 per annum, depending on experience. • Performance-related bonus. • 25 days’ annual holiday. • Private medical healthcare. • Death in service benefit. • 8% employer pension contribution. • EMI share option scheme. • Office-based five days per week. About the Company You’ll be joining a rapidly growing financial services business with a different approach to delivering advice. Its model is highly process-driven, technology-enabled and focused on clear ownership, measurable performance and consistently high standards. Key Responsibilities • Lead the day-to-day management, workload allocation and performance of the Client and Pension Administration teams. • Monitor KPIs, SLAs, workloads, capacity, quality and backlogs, taking action when performance moves off track. • Coach and develop team members while maintaining clear accountability and high operational standards. • Identify bottlenecks and process improvements, working with senior leadership to resolve issues and support continued growth. About You • Proven experience managing teams within a fast-paced, process-driven environment, ideally within a start-up or scaling business. • Track record of managing KPIs, SLAs, workloads and performance against clear operational standards. • Experience developing people while confidently addressing performance issues and maintaining accountability. If you’re a hands-on manager who takes ownership, understands people and communication, and expects high standards from yourself and your team, this could be a strong opportunity to make a real impact. Contact Jenni for more information or a confidential discussion. JL_FIN

Sales Executive

Financial Services
Salary£28,000 - £32,000 - Per Year
Job TypePermanent
£40,000 OTE | Funded professional qualifications | Clear progression into advisory roles | Regulated financial services environment If you have 1–2 years’ sales experience and want a career in regulated financial services, this Sales Executive role offers a clear route from appointment setting into CRM and junior advisory positions, with qualifications funded from the outset. You’ll work with warm conversations from leads, helping customers understand their existing pension arrangements before booking a free pension review with an adviser. Progression can be achieved within as little as three months for the right person. Package & Benefits • Basic salary £28,000–£32,000 per annum, with OTE of £40,000 (uncapped) • All relevant qualifications funded, including R01, R04, R06 • Structured progression from Sales Executive to CRM and Junior Adviser roles. • Potential to progress towards senior advisory positions with significant earning potential within 12 months.  About the Company You’ll join an established financial services business providing independent financial advice across pensions, investments and retirement planning. Based in Manchester, the business is growing rapidly and has ambitious plans to make its mark on the industry. Key Responsibilities • Make 150–200 outbound calls per day to prospective customers. • Discuss existing pension arrangements and identify opportunities for a free pension review. • Book qualified appointments for financial advisers. • Progress customers through the initial sales and appointment-setting journey. About You • Minimum of 1 year sales experience, ideally high-volume outbound sales role.  • Experience working within a regulated financial services environment. • Previous experience handling objections and converting cold leads. If this role sounds like an opportunity you would like to explore please click apply with your up to date CV for consideration.  JL_FIN

Sales Executive

Financial Services
Salary£30,000 - £32,000 - Per Year
Job TypePermanent
High earning potential | Uncapped commission | Established customer base | Supportive and collaborative team If you're looking to build a successful career in sales, this Sales Executive opportunity offers the chance to earn uncapped commission while working with an established customer base. You'll focus on converting warm opportunities, strengthening client relationships, and directly influencing your earning potential in a supportive, target-driven environment. You'll have the autonomy to manage your own pipeline while benefiting from clear objectives, ongoing support, and a team culture that recognises performance. This is an ideal opportunity for someone who enjoys relationship-led sales and wants to see the results of their efforts rewarded. Package & Benefits • Salary £32,000 per annum plus uncapped commission with OTE of £55,000+ per annum. • Ongoing personal and professional development opportunities. • Supportive team culture focused on collaboration and service excellence. About the Company You'll be joining a well-established, client-focused organisation with a strong reputation for delivering excellent service. The business invests in its people, values long-term customer relationships, and provides the support needed to succeed and develop. Key Responsibilities • Contacting existing customers to promote a range of products and identify additional opportunities. • Managing and converting sales leads while building long-term client relationships. • Ensuring all activity complies with IR35 requirements and internal processes. • Achieving agreed sales targets while maintaining high standards of customer service. About You • Previous experience in outbound sales, telesales, recruitment, or another target-driven sales environment. • Proven experience of managing and converting sales pipelines. • Knowledge of IR35 or compliance processes is advantageous but not essential. For consideration please click apply with your most recent CV.  JL_FIN

Fleet Insurance Handler (Commercial Insurance)

Financial Services
Salary£32,000 - £35,000 - Per Year
Job TypePermanent
Warm, qualified new business enquiries | Lucrative monthly bonus | Established commercial insurance broker | Professional development If you're an experienced Fleet Insurance Handler looking to work with warm, qualified enquiries rather than cold calling, this is an opportunity to join a respected commercial insurance broker with a strong reputation in the market. You'll manage new business opportunities from clients who have already received an initial presentation, allowing you to focus on providing expert advice and arranging the right insurance solutions. This role is ideal for someone who enjoys building relationships, placing business, and delivering an exceptional customer experience without the pressure of generating their own leads. You'll be supported by an experienced team and rewarded with a competitive salary, a lucrative monthly bonus scheme, and genuine opportunities to develop your career. Package & Benefits • Salary of £35,000 to £40,000 per annum. • Lucrative monthly bonus scheme. • Warm, qualified new business enquiries with no cold calling. • Ongoing professional development opportunities. • Access to competitive commercial insurance products. • Office-based role within a collaborative and supportive team. About the Company You'll be joining a well-established commercial insurance broker with extensive experience in the motor trade and fleet insurance sector. The business has built long-standing relationships with leading UK insurers and is committed to delivering expert advice, outstanding customer service, and tailored insurance solutions for every client. Key Responsibilities • Manage warm new business fleet insurance enquiries from clients who have already received an initial presentation. • Complete detailed fact-finding, underwriting, and risk assessments to recommend suitable fleet insurance solutions. • Arrange and place fleet insurance policies while liaising with insurers to secure the most appropriate cover. • Build strong, long-term relationships with clients by delivering a professional and efficient service throughout the customer journey. About You • Previous experience as a Fleet Insurance Handler, Commercial Insurance Handler, or within a fleet or commercial broking environment. • Experience handling new business enquiries and placing commercial or fleet insurance policies. • Good knowledge of fleet insurance products, underwriting principles, and FCA-regulated insurance practices. If you're looking for a Fleet Insurance Handler role where you'll work with warm, qualified enquiries and be part of a supportive, established brokerage, we'd love to hear from you. Even if your CV isn't completely up to date, get in touch. Contact Fintelligent for more information or a confidential discussion. AW_FIN

Sales Executive

Financial Services
Salary£30,000 - £32,000 - Per Year
Job TypePermanent
High earning potential | Uncapped commission | Established customer base | Supportive and collaborative team If you're looking to build a successful career in sales, this Sales Executive opportunity offers the chance to earn uncapped commission while working with an established customer base. You'll focus on converting warm opportunities, strengthening client relationships, and directly influencing your earning potential in a supportive, target-driven environment. You'll have the autonomy to manage your own pipeline while benefiting from clear objectives, ongoing support, and a team culture that recognises performance. This is an ideal opportunity for someone who enjoys relationship-led sales and wants to see the results of their efforts rewarded. Package & Benefits • Salary £32,000 per annum plus uncapped commission with OTE of £55,000+ per annum. • Ongoing personal and professional development opportunities. • Supportive team culture focused on collaboration and service excellence. About the Company You'll be joining a well-established, client-focused organisation with a strong reputation for delivering excellent service. The business invests in its people, values long-term customer relationships, and provides the support needed to succeed and develop. Key Responsibilities • Contacting existing customers to promote a range of products and identify additional opportunities. • Managing and converting sales leads while building long-term client relationships. • Ensuring all activity complies with IR35 requirements and internal processes. • Achieving agreed sales targets while maintaining high standards of customer service. About You • Previous experience in outbound sales, telesales, recruitment, or another target-driven sales environment. • Proven experience of managing and converting sales pipelines. • Knowledge of IR35 or compliance processes is advantageous but not essential. For consideration please click apply with your most recent CV.  JL_FIN

Total Loss Handler

Financial Services
Salary£24,000 - £26,500 - Per Year
Job TypePermanent
Uncapped monthly bonus | Hybrid working after probation | Genuine career progression | Supportive and collaborative culture If you're an experienced motor claims professional looking to take ownership of customer outcomes while increasing your earning potential, this Total Loss Handler opportunity offers the chance to join a growing organisation that values performance, progression, and doing the right thing for customers when they need support most. You'll join a business where your contribution is recognised, your ideas are encouraged, and there are clear opportunities to develop as the company continues to grow. With uncapped bonus potential, hybrid working after probation, and a Monday to Friday schedule, this role offers both stability and reward. Package & Benefits • Salary of £24,000 to £26,500 per annum, depending on experience. • Uncapped monthly bonus, with experienced handlers typically earning an additional £200 to £1,000+ per month based on performance. • 25 days' annual leave, increasing to 27 days with length of service, plus Bank Holidays. • Hybrid working after successful completion of probation, with up to two days working from home each week. • £750 loyalty bonus after three years' service. • Attendance bonus, referral scheme, staff incentives, health and wellbeing programme, dress down Fridays, and free onsite parking. About the Company You'll be joining an established claims management organisation that partners with insurance brokers and insurers across the UK. The business is committed to delivering a high-quality customer journey through specialist motor claims expertise, innovative mobility solutions, and a culture where employees are encouraged to develop and progress. Key Responsibilities • Manage total loss claims from referral through to settlement, delivering fair, accurate, and efficient customer outcomes. • Negotiate vehicle valuations, storage and recovery costs, and settlements with customers, suppliers, and third-party insurers. • Support customers following vehicle write-offs, managing expectations while protecting commercial outcomes. • Build strong relationships with internal teams and external partners to deliver an outstanding claims experience. About You • Previous motor claims handling experience is essential. • Experience negotiating vehicle valuations, settlements, or total loss claims within a claims environment. • Experience working within a customer-focused claims or insurance environment with strong knowledge of the motor claims process. If you're looking for a role where your claims expertise will be valued and rewarded, we'd love to hear from you. Even if your CV isn't completely up to date, get in touch. Contact Fintelligent for more information or a confidential discussion. AW_FIN  

Accountant - Real Estate Lender

Financial Services
Salary£65,000 - £75,000 - Per Year
Job TypePermanent
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.

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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