Financial Services Strategist

4 weeks ago

Bath, Bath and North East Somerset, United Kingdom Equisoft Full time
About the Role

The Principal Consultant role at Equisoft is a key position in the Consulting division, reporting to the Specialty Markets Practice Director. This role will play a crucial part in the ambitious growth of Specialty Markets and the wider Insurance Consulting practice over the next few years.

Key Responsibilities
  • Business Development
    • Draw from your own established and Equisoft's existing network to generate new business opportunities.
    • Build long-term relationships with Specialty Insurance businesses in the Equisoft name to build advocacy and potential business opportunities for the whole Equisoft business.
  • Account Management
    • Be responsible for client accounts, fostering and growing relationships, generating follow-on sales and new business opportunities.
  • Strategy and Proposition
    • Support and contribute to the development and enhancement of Equisoft business strategy, insurance proposition, and methodology.
Requirements
  • 15+ years of experience in the Insurance industry, with a particular focus on Lloyd's and the London Market.
  • Experience in strategy, change, operational, or technical roles within Insurance.
  • Experience in business development with experience of building and winning bids for client work.
  • Experience in writing proposals to secure business sign-off or budget.
  • Excellent understanding of the drivers and future direction of the industry.
  • Well-networked across the Insurance Industry at a senior level.
  • Extremely thorough, inquisitive, and hardworking behaviors.
  • A genuine desire to improve outcomes for clients and consumers.
  • Excellent people and communication skills, able to confidently converse with clients and stakeholders.
  • Proven track record of building strong business relationships.
  • Innovative and with a strong ability to articulate ideas, bringing them to life visually and presenting them to clients and stakeholders.
  • Good understanding of IT fundamentals and different categories of FS systems.
  • Genuine passion and enthusiasm to make a difference for Equisoft.
  • A willingness to travel and undertake varying roles.
What We Offer
  • Hybrid and flexible working.
  • Highly competitive salary + performance bonuses.
  • Sales and Profit bonus schemes.
  • Private medical insurance, life insurance, dental insurance, childcare vouchers, cycle-to-work scheme, pension matched contribution, and a range of other benefits.
  • Charitable/volunteering days, including participating in our children's Financial Literacy program.
  • Discounted sports membership and a broad range of social events.

  • Chief Financial Strategist

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom University of Bath Full time

    Job SummaryWe are seeking a highly experienced finance professional to lead our Management Accounting team. As Chief Financial Strategist, you will be responsible for providing financial business partnering, budgeting, and forecasting across the University's academic and professional services departments.Key ResponsibilitiesLead the MIS finance team to...

  • Senior Financial Strategist

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Robertson Bell Full time

    Robertson Bell is seeking a Senior Financial Strategist to drive change and shape the future of finance within a growing organisation. The ideal candidate will have experience running successful change management within the charity sector and excellent finance business partnering skills.This role will manage a small team while leading on process improvements...

  • Financial Services Coordinator

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Financial Services Coordinator

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Financial Services Coordinator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...

  • Business Growth Strategist

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom beBee Professionals Full time £40,000 - £60,000

    BeBee Professionals in Bath is seeking a Business Growth Strategist to spearhead market expansion and drive business growth through strategic client engagement and innovative sales strategies.Key Responsibilities:Develop and execute business strategies to identify new market opportunities.Forge and maintain strong, profitable relationships with key...

  • Financial Planning Specialist

    2 days ago

    Bath, Bath and North East Somerset, United Kingdom Exchange Street Claims & Financial Services Full time

    Client-Centric Financial PlanningAt Exchange Street Claims & Financial Services, we prioritize our clients' needs above all else. Our Financial Planning Specialist role is designed to provide exceptional service to our existing client base, with a focus on retention and satisfaction.As a Financial Planning Specialist, you will inherit a portfolio of clients...

  • Senior Financial Strategist

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom The CFO Centre UK Full time

    About the OpportunityWe're seeking a highly skilled and experienced Chief Financial Officer to join our team at The CFO Centre UK. As a CFO, you will be responsible for providing financial guidance and support to ambitious £2-50M private businesses, helping them achieve their goals and overcome challenges.Key ResponsibilitiesProvide financial leadership and...

  • Senior Financial Strategist

    7 days ago

    Bath, Bath and North East Somerset, United Kingdom Robertson Bell Full time

    FP&A Manager Role OverviewThis is a key leadership position where you'll be instrumental in providing critical financial insights to support both the day-to-day operations and long-term ambitions of the organisation. You will deliver high-quality financial reporting, support forecasting, and manage financial performance analysis for the organisation whilst...

  • Senior Financial Planning Administrator

    4 days ago

    Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Senior Financial Planning AdministratorOverviewCapio Recruitment Financial Planning is seeking an experienced Senior Financial Planning Administrator to join their Wealth Management team. As a Senior Financial Planning Administrator, you will provide exceptional administrative support to experienced Financial Planners, ensuring the smooth...

  • Financial Services Administrator

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Wealthtime Full time

    Financial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Wealthtime. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day running of our financial services.Key Responsibilities:Provide administrative support to our financial...

  • Financial Services Administrator

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Wealthtime Full time

    Financial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Wealthtime. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day running of our financial services.Key Responsibilities:Provide administrative support to our financial...

  • Financial Services Administrator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: IFA AdministratorWe are seeking a highly organized and detail-oriented individual to join our team as an IFA Administrator. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key Responsibilities:Provide exceptional aftercare...

  • Financial Services Administrator

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: IFA AdministratorWe are seeking a highly organized and detail-oriented individual to join our team as an IFA Administrator. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key Responsibilities:Provide exceptional aftercare...

  • CFO - Financial Services

    1 month ago

    Bath, Bath and North East Somerset, United Kingdom The CFO Centre UK Full time

    Unlock Your Potential as a CFOAre you a seasoned Chief Financial Officer (CFO) looking for a new challenge? Do you want to leverage your expertise to drive growth and success in ambitious businesses? We're seeking a talented CFO to join our team at The CFO Centre UK, where you'll have the opportunity to work with a diverse portfolio of clients and make a...

  • CFO - Financial Services

    1 month ago

    Bath, Bath and North East Somerset, United Kingdom The CFO Centre UK Full time

    Unlock Your Potential as a CFOAre you a seasoned Chief Financial Officer (CFO) looking for a new challenge? Do you want to leverage your expertise to drive growth and success in ambitious businesses? We're seeking a talented CFO to join our team at The CFO Centre UK, where you'll have the opportunity to work with a diverse portfolio of clients and make a...

  • Financial Services Administrator

    1 month ago

    Bath, Bath and North East Somerset, United Kingdom CV Library Full time

    Exciting Opportunity for an IFA AdministratorWe are seeking a highly skilled and experienced IFA administrator to join our team in Bath. As an IFA administrator, you will play a crucial role in supporting our financial planning team and providing exceptional client service.Key Responsibilities:Provide administrative support to our financial planning team,...