Financial Services Expert

3 weeks ago


Poole, Poole, United Kingdom Brown & Brown Europe Full time

Financial Services Expert:

Brown & Brown Europe is seeking a seasoned Financial Services Expert to join its team as a Commercial Insurance Advisor. In this role, you will be responsible for selling and offering insurance contracts to clients within a specific company division.

Your Main Responsibilities:

  • Sell and offer insurance contracts to clients
  • Manage existing books of business and assist with new enquiries
  • Deliver high-quality advice and efficient customer service
  • Collaborate with colleagues to achieve overall objectives

Requirements and Qualifications:

  • Preferably 1 year of experience in General Insurance or Financial Services
  • Excellent customer service and sales/negotiation skills
  • Effective planning, administration, and organisational skills
  • Ability to build successful business relationships with stakeholders

What We Offer:

  • Negotiable salary package with benefits
  • Joint pension contribution scheme
  • Salary sacrifice options including dental and healthcare
  • Discounts at local restaurants, cinema, and retailers
  • Cycle to work scheme
  • Health and wellbeing programme
  • Casual dress code in office
  • Performance-related bonus
  • Annual leave rising with length of service

Location: Poole, Dorset

Estimated Salary: £45,000 - £65,000 per annum



  • Poole, Poole, United Kingdom Fletcher George Financial Recruitment Full time

    About the Job:">Fletcher George Financial Recruitment is recruiting an experienced Audit Senior to fill a key position in our team.">Key Responsibilities:">">Conduct thorough audits, identifying areas for improvement and implementing changes">Prepare and present financial statements, ensuring accuracy and clarity">Develop and maintain strong relationships...


  • Poole, Poole, United Kingdom TECHNICAL LIFT SERVICES LTD Full time

    Service Delivery Expert Job DescriptionWe are seeking a highly skilled Service Delivery Expert to join our team at TECHNICAL LIFT SERVICES LTD. As a key member of our service delivery team, you will be responsible for delivering exceptional customer service and ensuring seamless interactions with our customers.Key Responsibilities:Act as the primary point of...


  • Poole, Poole, United Kingdom McCurrach UK Ltd Full time

    About UsMcCurrach UK Ltd is a leading provider of technology solutions to retailers across the UK. We are committed to delivering exceptional customer service and building long-term relationships with our clients.We are currently seeking a highly skilled Financial Services Advisor to join our team. As a key member of our retail sales force, you will be...


  • Poole, Poole, United Kingdom Forvis Mazars Full time

    Your Career JourneyWe offer a comprehensive training program that includes coaching, mentorship, and one-on-one guidance. You will have the opportunity to develop your skills and expertise in areas such as financial statements, revenue recognition, valuation, and risk assessments. Our supportive culture includes funding qualifications, time off to study, and...


  • Poole, Poole, United Kingdom Autograph Recruitment Full time

    Job SummaryA leading accountancy practice based in Poole is seeking an experienced Audit Manager to join their team. This role will involve supporting the Senior Management team and working closely with clients to deliver exceptional audit services.In this position, you will be responsible for planning, managing, and executing audits of financial statements,...


  • Poole, Poole, United Kingdom Austin Fraser Full time

    Austin Fraser is seeking a Financial Reporting Expert to join their successful specialist distribution business in Poole, Dorset. This permanent role offers a competitive salary range of £38,000 to £42,000.Job Description:Preparation and review of management accounts to trial balance;Post month-end adjustments and reconciliations;Production of variance and...


  • Poole, Poole, United Kingdom TPF Recruitment Full time

    About the RoleTPF Recruitment is supporting a dynamic firm of chartered accountants in Poole, Dorset, in their search for an experienced professional to lead their general practice team. The ideal candidate will have strong technical skills and excellent communication abilities, with a track record of delivering high-quality results.This role offers a...


  • Poole, Poole, United Kingdom Perfect Placement Full time

    We're seeking a skilled Vehical Service Expert to join our team at a reputable franchised main dealership in Christchurch. As a Vehical Service Expert, you'll be responsible for carrying out servicing and repairs to a diverse range of vehicles. This is a fantastic opportunity to work with a renowned brand, utilizing your technical expertise to deliver...


  • Poole, Poole, United Kingdom Peter Harding Wealth Management Full time

    About the OpportunityWe are seeking a skilled Financial Adviser to join our team in Poole, Dorset. As a Financial Services Specialist, you will provide holistic financial advice to private clients and local businesses on a full-time employed basis.Job DetailsDepartment: Adviser teamLocation: Canford Cliffs and surrounding areasContract type: Permanent,...


  • Poole, Poole, United Kingdom H2O Recruitment Services Full time

    Career Opportunity:H2O Recruitment Services is looking for a talented Tooling Technology Expert to join our team. As a Tooling Technology Expert, you will be responsible for ensuring the efficient production of precision cutting tools.Duties and Responsibilities:Develop and implement optimized workflows for tool production.Collaborate with production,...


  • Poole, Poole, United Kingdom CV-Library Full time

    Career Opportunities:We are committed to providing opportunities for career growth and development at Halfords. As an Advanced Motorcraft Service Expert, you will have the opportunity to work on a wide range of vehicles, including cars, vans, and motorcycles.You will be responsible for diagnosing and repairing complex issues, using a range of tools and...


  • Poole, Poole, United Kingdom Aspire Jobs Limited Full time

    We are looking for a highly skilled Financial Services Coordinator to join our team at Aspire Jobs Limited. In this role, you will be responsible for coordinating our financial services, including cash handling, accounts payable, and accounts receivable.Salary: £27,500 per annumKey Responsibilities:* Coordinating financial transactions and maintaining...


  • Poole, Poole, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance Manager RoleWe are seeking an experienced Finance Manager to oversee financial planning, reporting, and analysis in Poole, United Kingdom. Estimated salary: £60,000 - £80,000 per annum.Key Responsibilities:Financial Reporting: Prepare comprehensive financial reports, forecasts, and budgets for senior management review.Cash Flow Management: Monitor...


  • Poole, Poole, United Kingdom Fletcher George Financial Recruitment Full time

    About the Role:">Audit Seniors at Fletcher George Financial Recruitment play a pivotal role in shaping our clients' financial futures.">Key Responsibilities:">">Plan, execute, and finalize audit assignments with precision and attention to detail">Compile and prepare statutory financial statements from client data, ensuring accuracy and compliance">Lead and...

  • Financial Accountant

    4 weeks ago


    Poole, Poole, United Kingdom CMR Jobs Limited Full time

    Are you a detail-oriented accounting professional looking to take your career to the next level in a dynamic and growing practice? Our client, CMR Jobs Limited, is seeking an experienced Financial Accountant to manage a portfolio of PSC and SME accounts, delivering exceptional service to clients. This role offers a chance to work with a variety of clients,...


  • Poole, Poole, United Kingdom Austin Fraser Full time

    Expert Accountant RequiredWe are looking for an expert accountant to join our team in Parkstone. As an experienced AAT/ACCA qualified accountant, you will be responsible for preparing financial statements and tax returns for our clients.Key ResponsibilitiesFinancial Statement Review: Conduct thorough reviews of client financial data to ensure compliance with...


  • Poole, Poole, United Kingdom Tussell Limited Full time

    **Tax and Financial Planning Opportunity:**We are excited to offer a unique opportunity for a Tax and Financial Planner to join our team in Poole. As a Tax and Financial Planner, you will have the chance to work with a wide range of clients, developing personalized tax strategies and providing expert advice.**Key Tasks:**Deliver high-quality tax planning and...


  • Poole, Poole, United Kingdom Aspire Jobs Full time

    Why Work with UsAt Aspire Jobs, we pride ourselves on delivering exceptional recruitment solutions to our clients. We understand the importance of finding the right candidate for the role and take the time to get to know each applicant. Our team of experienced consultants are dedicated to providing a personal touch and ensuring that every application is...


  • Poole, Poole, United Kingdom TPF Recruitment Full time

    Job Title: Financial Services SeniorWe are seeking an experienced senior professional to lead our financial services team. As a key member of the management team, you will be responsible for overseeing the audit and tax functions of various businesses.This exciting opportunity offers a challenging and rewarding career path, with opportunities to develop and...


  • Poole, Poole, United Kingdom Association of International Certified Professional Accountants Full time

    Job Description">As a Financial Services Associate, you will play a key role in supporting the tax team by handling compliance tasks and assisting with various tax advisory projects. This role is ideally suited to an individual with experience in both corporate and personal tax within an accountancy practice who is keen to further their skills in a...