Join our client, an award-winning international law firm, as a Techncial Claims Manager!

In this role, you will be responsible for the line management of the Claims Team, managing internal resources and taking ownership of complex claims. You will also oversee the day-to-day relationship with a portfolio of clients and act as a point of contact for internal and external stakeholders.

This role is suitable for someone with excellent management skills and a thorough knowledge of financial services legislation, end-to-end claims processing and compliance frameworks.

Key duties and responsibilities will include:

• Acting as a point of contact for general client queries
• Supervising and mentoring direct reports to create a high performing team
• Managing the team’s files to comply with SLAs and KPIs
• Ensuring quality and integrity of MI captured within the case management system
• Liaising with internal administration to deliver reports to Insurers
• Delivering training, coaching, and ongoing support to the team
• Identifying trends and escalating risk information where appropriate
• Building and maintaining effective relationships with customers and suppliers
• Carrying out regular audits of team members to ensure standards are achieved

Skills and Experience Required:

• Previous experience within a similar role is essential
• Experience in claims management
• Experience within insurance or financial services preferred
• An understanding of legal frameworks and the importance of compliance

If you are interested in this opportunity, then please get in touch or apply today!

Do you have demonstrable experience of working in fast-paced corporate environments?

Our client, a leading professional services firm based in Bath, is looking for an Executive Assistant to provide comprehensive support to the senior leadership team and CEO. In addition, the Executive Assistant will also ensure the office runs efficiently and act as a primary point of contact for visitors and external clients.

The role of Executive Assistant is varied and demanding, and no two days will be the same. In return for the demands and expectation of this role, there is a competitive salary, company bonus, and benefits package on offer.

Daily duties and responsibilities to include:

• Providing administrative support to the CEO and leadership team
• Complex diary management, scheduling meetings often across time zones
• Formatting and producing presentations ahead of meetings
• Take minutes in meetings and circulating to the SMT
• Extensive travel coordination, both domestic and international
• Ensuring the smooth running of the office, upkeeping maintenance and facilities
• Building and maintaining internal and external relationships to enable effective operations
• Completing various EA and administrative duties to ensure the smooth running of the office

The successful applicant requires:

• Significant experience in professional services company or similar
• Previous experience working as an EA or PA
• Exceptionally strong written and verbal communication
• Excellent project coordination skills
• Highly proficient with systems and technology

If this role sounds of interest, then please apply or get in touch for a confidential chat now.

Looking for a new challenge to develop your financial services skills?

This is a fantastic opportunity to work as a Client Services Executive with a market leading financial services organisation, who are going through a period of significant growth.

The role requires someone who is happy working with a range of complex financial information and analysing commercial data from a variety of different sources. Strong attention to detail is required as you will be processing high volumes of financial information.

Required skills and experience:

• Previous experience of working the financial or professional services sector preferred but not essential
• The ability to analyse and interpret financial data and information
• Excellent written and verbal communication skills
• Strong organisational skills and keen attention to detail

As a Client Services Executive, you are responsible for dealing with a range of finance related enquiries, and processing high volumes of instructions.

Other duties will include:

• Dealing with requests from Financial Advisers and Investment Managers
• Processing new investment paperwork
• Allocating and transferring funds upon instruction from Financial Advisers
• Completing all related administrative duties
• Building and maintaining strong client relationships
• Offering knowledge and expertise to colleagues as needed
• Ensuring compliance with SLAs and legislative requirements

If you are looking to develop your skills with a growing global company, please apply today!

Our client is looking for a temporary Sales Support Administrator to assist with an increase in workload. This is a fantastic opportunity to join a supportive team on a short-term basis and utilise your administration and customer service skills in a busy administration function.

You will be providing high-quality support to the team with tasks such as:

• Responding to a range of customer communication within set timescales (emails, letters, telephone calls)
• Updating internal systems and spreadsheets with customer information
• Scheduling training courses with external training providers
• Reviewing and processing new customer accounts onto the system
• Responding to requests for information and new sales enquires
• Collating sales information for the Sales Director

You will be based in our client’s office in Bradley Stoke with free onsite parking. This is a great opportunity to help our client’s friendly team and develop your skills!

The successful applicant will need to be confident with computers (Excel and Word), must be able to meet deadlines and have a strong attention to detail. The workflow will constantly change so you must be happy to adapt to changing priorities and have excellent communication skills when dealing with customers.

Apply today – our client is looking for the successful candidate to start ASAP!

In return, there is a competitive salary and benefits on offer, including discretionary bonus, contributory pension, and private healthcare, plus a real opportunity for continued progression and development.

Key duties and responsibilities to include:

Leadership

• Leading and developing managers, technical specialists, and operational teams to deliver high levels of performance, quality, and client outcomes
• Promoting operational transformation, identifying areas of improvement and implementing automation and digitisation strategies
• Ensuring operational excellence and working on operational change programmes
• Driving a culture of employee engagement, development, inclusivity and wellbeing
• Ensuring delivery of agreed Service Level Agreements (SLAs) and Key Performance Indicators (KPIs)
• Monitoring operational performance and productivity across the department, creating a high performing team

Investment Administration Oversight

• Leading and overseeing dealing, banking, reconciliations - ensuring accurate execution, settlement, corporate actions, and asset administration
• Managing operational risks, issues and escalations, maintaining strong controls, service standards and regulatory compliance
• Managing relationships with key external providers, including custodians, counterparties, and fund managers
• Supporting strategic change and growth, including new products, markets initiatives, system changes, and business projects

Compliance & Risk Management

• Ensuring compliance with FCA requirements, Consumer Duty and CASS regulations
• Ensuring robust financial controls and governance frameworks
• Identifying risk, mitigating financial breaches and conducting regular internal audits
• Ensuring completion of all required regulatory reporting and leading external audits
• Managing escalated operational incidents, customer complaints and service issues

Due to the nature of this role, proven experience of leading operational teams in a regulated financial service environment is required, preferably within investment, platform, or wealth management operations. This is alongside a strong technical understanding of investment administration processes (including reconciliations, dealing, corporate actions and cash management, etc.)

This is an exciting time to join a company going through huge transformation. The Head of Investment Administration will form a key part of the senior leadership team and continue to drive growth and service excellence through efficient investment administration delivery. We look forward to receiving your application.

Our client, an award-winning international law firm, is looking for a Claims Handler to join their growing Legal Support team that handles claims made against professionals.  Acting on behalf of leading insurers, the Claims Handler will handle these Professional Indemnity (PI) claims for pre-litigated matters from first notification of loss to settlement.  Managing a caseload will include reviewing and investigating cover, assisting insured professionals, responding to claims, and reporting to insurers.     

In return, there is a competitive annual salary and overall benefits package on offer, as well as hybrid working with a minimum of 2 days in the office. 

Key duties and responsibilities will include:

• Reviewing insurance policy terms, identifying, investigating, and reporting potential issues to insurers
• Assisting insured professionals in taking details of their claim, advising at an early stage whether settlement is likely and to what value, and supporting them throughout
• Managing a caseload to avoid unnecessary litigation and ensure resolution
• Negotiating settlement of claims, working efficiently, commercially, and in line with delegated authority
• Maintaining and ensuring the completeness, accuracy, quality, and integrity of data on the case management system
• Understanding insurer requirements and adhering to their SLAs
• Meeting KPIs around service delivery, quality assurance, and caseload management
• Supporting monthly and ad hoc reporting to insurers

Due to the nature of this Claims Handler role, previous experience in claims within an insurance/legal environment or a genuine interest in moving into claims is required.  An associated legal qualification i.e. LLB Law, GDL, ACII, CILEx, or equivalent would also be ideal.

If you are interested in this opportunity, then please get in touch or apply today!

Are you looking for your next customer service challenge?

We’re excited to be recruiting several Customer Support Advisors to join our client’s growing team! In this role, you’ll be delivering exceptional customer service at every point of contact. You’ll need to be a strong communicator and collaborative worker, with previous experience working in a customer-facing environment.

Duties will include:

• Handling inbound calls from customers and assisting with a range of requests
• Building rapport with customers to develop a strong understanding of their needs
• Delivering effective solutions to retain customers’ business
• Consistently meeting targets and service standards
• Maintaining accurate records including communication logs

Skills and experience required:

• Previous customer service experience
• Excellent communication skills, both written and verbal
• A resilient and can-do attitude
• Ability to use multiple IT systems

If this sounds like the next role for you, please apply today! We’re reviewing applications on an ongoing basis.

Our client is a leading provider of probate legal services, and we’re proud to be supporting them in the recruitment of a Customer Relations Officer! Our client is committed to delivering exceptional customer service, and this role is key in ensuring an exceptional client experience.

You will be taking full ownership of and ensuring all complaints are resolved to the highest standards and in line with industry regulations. Due to the nature of this role, previous experience in a similar complaints or customer resolution role is required.

Responsibilities will include:

• Acting as first point of contact for customer or business partner complaints
• Resolving complaints in line with company and industry standards
• Providing trend analysis of complaints and gathering customer feedback
• Delivering training and support to colleagues on complaint trends and best practice
• Working reactively when needed and prioritising high-level complaints
• Maintaining up to date knowledge of regulatory compliance and relevant external legislation
• Conducting file audits and investigations to ensure work meets quality standards
• Carrying out call listening and review to gauge levels of customer service

Required skills and experience:

• Minimum of 2 years working in a complaints handler/customer resolution role
• Experience handling complaints or complex queries in a regulated environment
• Strong attention to detail and analytical skills
• Exceptional communication skills including the ability to draft written communications and letters

If you’re ready for your next challenge, please apply or get in touch for more information.

Our client, an award-winning insurer, is looking for a Commercial Underwriter to build long-lasting relationships with their agency partners across the Midlands and support them in the underwriting of complex commercial cases – a role that requires technical expertise but offers real autonomy.     

With this role being field based, you will be travelling regularly to agencies across West Midlands, Warwickshire, Staffordshire, and Oxfordshire, with up to 2 days per week homeworking.  A full current driving license is therefore required.

In return, you will receive a competitive salary, bonus, car/car allowance, and an excellent benefits package.  As the wider commercial underwriting team continues to evolve, the role also offers exposure to wider underwriting activity and future opportunities. 

Daily duties and responsibilities to include;

• Supporting agency partners by providing expert underwriting insight, guidance, and decision making across a broad portfolio of commercial insurance risks
• Underwriting across commercial combined, motor trade, property and casualty, and farming and agricultural insurance risks with premiums from £35,000-£100,000
• Reviewing and evaluating complex commercial risks, negotiating policy terms within delegated authority limit, and supporting large account reviews
• Acting as a trusted adviser, helping agency partners to strengthen their underwriting capability, improve technical knowledge, and support strong customer outcomes

Due to the nature of this role, at least 5 years’ experience of complex and technical underwriting experience across various commercial insurance risks is required.  You should be confident in developing and strengthening relationships with existing business partners and be comfortable with the travel required. 

If you have the required skills and experience for this position, please apply today!      

We are proud to be supporting our client, an award-winning estate administration specialist, in the recruitment of a Probate Consultant to join their friendly sales team. If you are a motivated probate sales professional looking for your next challenge, this could be the role for you.

You will be responsible for providing support and advice to clients on all probate matters – helping them to understand this complex process, assisting them with a variety of technical queries, providing tailored quotations, and drawing up contracts – all with the utmost empathy during the worst time.

Key duties and responsibilities will include:

• Managing a client pipeline from their initial enquiry to quotation and contract signature
• Following up on and qualifying warm leads and referrals, identifying appropriate opportunities to introduce the service/s
• Engaging with and advising clients in an empathetic and personalised manner, helping them to navigate the complex process of probate
• Demonstrating a strong technical understanding of probate matters across both non-taxable and taxable estates
• Tailoring quotes based on clients’ needs, utilising a fully transparent fee structure to avoid any hidden extras or additional costs
• Handling objections to close sales effectively and draw up contracts, while demonstrating exemplary client service, professionalism, and empathy
• Thriving in a guided but unscripted sales environment, tailoring the approach based on the clients’ understanding and feedback
• Striving to exceed the targets set while delivering market leading client service and satisfaction levels

In return for your consultative approach to secure new business, you will be rewarded with a highly competitive salary and bonus. 

If you have the required experience for this position, please apply today.

Do you have strong administration experience within a Financial Planning or Wealth Management practice?

My client, a growing financial planning and wealth management practice is recruiting for an experienced Senior Client Services Administrator to join their business during an exciting period of change.  In addition to managing all administrative tasks on behalf of the Financial Planners, you will work closely with the Client Services Operations Manager sharing knowledge and ensuring the delivery of excellent client service across the team.     

Key duties and responsibilities:

• Working closely with Financial Planners to deliver excellent client service and acting as a point of contact for clients on their behalf
• Processing all business in line with processes and procedures, collating AML documentation as required
• Managing workflow and maintaining back-office systems and client records
• Identifying risks and breaches
• Monitoring processes and procedures and identifying areas for improvement
• Assisting in developing processes and procedures to ensure streamlining and efficiencies are in place
• Coaching team members to enhance skills and competencies
• Supporting the Client Services Operations Manager in the day to day running of the team

Due to the nature of this Senior Client Services Administrator role, previous experience in a similar financial planning/wealth management environment is required and an associated qualification i.e. CII/CISI/LIBF is desirable. 

If this role is of interest, then please get in touch to discuss further or apply today!

In return, there is a competitive annual salary and overall benefits package on offer, as well as hybrid working with a minimum of 2 days in the office. 

Key duties and responsibilities will include:

• Running a full caseload of professional indemnity claims
• Maintaining an accurate understanding of the delegated authority principles and reporting requirements on all matters falling outside of the delegated authority
• Making strategic decisions in the Insurers’ best interests
• Investigating and identifying an Insureds exposure to claims, identifying and obtaining information relevant to liability and quantum
• Providing guidance and assistance to the Insured in response to complaints and claims, including approving settlement offers
• Negotiating settlement of claims within the delegated authority
• Investigating and reporting to Insurers on policy cover and response
• Managing panel solicitors as agent for Insurers including reporting where claims fall outside the delegated authority

Due to the nature of this Claims Handler role, previous experience with technical claims is required. A strong knowledge of relevant legislation is essential along with an understanding of legal frameworks and the importance of compliance. An associated legal qualification i.e. LLB Law, GDL, ACII, CILEx, or equivalent would also be ideal.

If you are interested in this opportunity, then please get in touch or apply today!