Insurance Agent

Insurance Agent

by | Aug 7, 2026

We are searching for a strong customer orientated individual to join the Personal Lines department, focusing on renewals, amendments, and customer retention. This position requires someone who can manage client relationships, handle multiple tasks efficiently, and maintain a high level of accuracy and professionalism.

Responsibilities

  • Manage renewals and ensure strong client retention

  • Handle policy amendments, account entries, and liaise with clients on claims and correspondence

  • Keep all records and files updated accurately

  • Communicate effectively with clients to handle renewals, mid-term adjustments, and general queries

  • Respond to internal and external requests promptly and efficiently

  • Work collaboratively with colleagues across departments to meet team goals

  • Ensure all processes are completed in line with compliance requirements

  • Take part in ad-hoc tasks and contribute to improving team performance

Skills and Experience

  • APA qualification required; CIP qualification is an advantage

  • Experience in a fast-paced, customer-focused environment

  • Knowledge of Relay software is beneficial

  • Strong communication and interpersonal skills

  • Excellent organisational skills and attention to detail

  • Ability to prioritise, multitask, and solve problems effectively

  • A positive, adaptable attitude with a willingness to embrace change

  • Commitment to professional growth and delivering quality service to customers

Part-Qualified Accountant

Part-Qualified Accountant

by | Jul 17, 2026

This is an excellent opportunity for someone looking to further develop their career in a hands-on role, gaining broad exposure across accounts preparation, client interaction, and financial reporting.

The Part-Qualified Accountant will play a key role in supporting the firm’s accounting function, working closely with clients and senior staff to ensure accurate reporting, efficient processes, and high-quality delivery of financial information.

Key Responsibilities

  • Prepare year-end non-audit financial statements and supporting working papers up to review stage
  • Complete balance sheet reconciliations including VAT, payroll, fixed assets, leases, and hire purchase accounts
  • Post journals accurately to accounting systems in line with accounting standards and internal procedures
  • Assist in the preparation of monthly and quarterly management accounts
  • Prepare statutory financial statements in accordance with deadlines and compliance requirements
  • Support the year-end close process, including accruals, prepayments, and year-end journals
  • Assist with Corporation Tax computations and returns
  • Communicate professionally with clients via phone and email, building strong working relationships
  • Support managers and senior accountants with ad-hoc assignments and project work

Skills & Experience

  • Currently pursuing ACA or ACCA qualification (part-qualified essential)
  • Minimum of 2 years’ experience in an accountancy practice environment
  • Strong technical accounting knowledge with solid commercial awareness
  • Confident communicator with strong client-facing skills
  • Highly organised with the ability to manage multiple deadlines effectively
  • Strong attention to detail with a proactive, solutions-focused mindset
  • Comfortable working independently and taking ownership of tasks
  • Strong IT skills, including intermediate to advanced Excel ability
  • Experience using Microsoft Office applications (Excel, Word, Outlook)