by | May 15, 2026
The Role:
Sales and Activity Management:
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Collaborate with the team manager on call flows and call volume management.
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Handle web enquiries and client questions, successfully closing sales across a broad range of products.
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Guide customers through the sales journey, clearly communicating product benefits and cover options.
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Make outbound calls to prospective customers to promote products, provide advice, and close sales.
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Support the team manager in executing targeted campaigns to boost sales.
Customer Relationship Management:
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Build strong, trust-based relationships with customers by anticipating their needs, sharing relevant information, and consistently meeting commitments.
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Resolve any queries or issues customers may have regarding quotes or policy details.
Customer Service:
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Maintain a professional image and deliver service that meets or exceeds company standards.
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Take ownership of your work to ensure the highest accuracy and quality.
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Respond promptly and professionally to requests and enquiries from customers, colleagues, and management.
Team Collaboration:
Compliance:
Requirements:
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Preferably have a strong background in sales or customer service.
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Minimum of 1 year’s relevant insurance experience.
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Compliance with Central Bank Minimum Competency Requirements, APA (Personal General Insurance) qualification at minimum, with willingness to pursue further certifications.
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Enthusiastic and adaptable to change.
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Ability to thrive in a fast-paced and ever-changing environment.
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Strong IT skills; knowledge of Relay/Applied is an advantage.
Person Specification:
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Positive, can-do attitude with openness to rapid changes as the company evolves digitally.
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Ability to prioritise workloads effectively and adapt to unexpected challenges.
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Highly organised with strong time and resource management skills.
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Committed to continuous professional development.
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Sales-driven and energized by a fast-paced sales environment.
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Customer-focused, always putting the customer first in line with company culture.
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Demonstrates strong product and technical knowledge, with eagerness to become a product expert.

by | May 13, 2026
We are seeking a motivated and detail-oriented Part-Qualified Accountant to join our finance team. This role will involve overseeing daily financial activities, maintaining accurate financial records, and providing accounting support to clients.
The successful candidate will play an important role in ensuring smooth financial operations while contributing to the continued growth and success of the business.
Key Responsibilities:
- Prepare year-end accounts and supporting financial reports for review.
- Reconcile various accounts, including VAT, payroll, leases, hire purchase agreements, and fixed assets.
- Accurately process and maintain financial transactions within accounting systems.
- Assist in the preparation of management accounts and other financial reports.
- Ensure all financial reporting deadlines and compliance obligations are met.
- Support year-end processes, including posting final journal adjustments.
- Assist with the preparation and submission of Corporation Tax returns.
- Maintain professional communication with clients through phone and email correspondence.
- Collaborate with managers on ad hoc assignments and special projects.
Requirements:
- Part-qualified ACA or ACCA qualification.
- Minimum of two years‘ experience within an accounting practice environment.
- Strong understanding of accounting standards and financial reporting processes.
- Excellent analytical skills with a high level of accuracy and attention to detail.
- Strong interpersonal and communication skills with a client-focused mindset.
- Ability to prioritise workload effectively and manage multiple responsibilities.
- Proficient in Microsoft Excel and the Microsoft Office Suite.
- Capable of working independently while demonstrating initiative and problem-solving ability.

by | May 12, 2026
We are currently seeking a motivated, experienced, and qualified Senior Accountant to manage a broad portfolio of clients across a variety of industries. This opportunity offers early exposure to client interaction and the chance to work closely with sole traders, partnerships, and limited companies.
Responsibilities
· Prepare and review financial statements and tax returns for sole traders, partnerships, and corporate entities.
· Handle a portfolio of clients while building and maintaining strong professional relationships.
· Assist Partners and specialist departments in delivering a high standard of client service.
· Support the ongoing growth and success of the Practice.
· Ensure all accounting and taxation work is completed in line with current regulations and compliance standards.
· Help clients achieve their commercial and financial goals through professional support and advice.
· Collaborate with internal departments to provide effective and forward-thinking solutions for clients.
· Maintain a high level of accuracy, professionalism, and attention to detail in all areas of work.
· Manage workloads efficiently, meet deadlines, and provide guidance to team members when required.
Skills and Experience
· Qualified accountant holding CPA, ACA, or ACCA certification.
· Minimum of three years’ experience within a Public Practice environment.
· Strong technical accounting expertise and excellent attention to detail.
· Excellent communication, interpersonal, and organisational abilities.
· Capable of managing multiple deadlines and working effectively as part of a team.
· Commercially aware with a strong focus on delivering excellent customer service.
· Strong initiative and problem-solving capabilities.
· Eager to continue learning and progressing professionally.
· Dedicated to supporting businesses in reaching their full potential.
· Skilled in the use of Microsoft Office and accounting software systems.

by | May 12, 2026
We are seeking an experienced, driven, and professionally qualified Senior Accountant to manage a varied client portfolio across a range of sectors. This role provides the opportunity for early interaction with clients and close collaboration with sole traders, partnerships, and limited companies.
Responsibilities
· Examine and prepare financial statements and tax calculations for sole traders, partnerships, and corporate clients.
· Oversee a portfolio of clients while developing and maintaining positive professional relationships.
· Work alongside Partners and specialist departments to provide excellent client support and service.
· Play an active role in supporting the continued expansion and success of the Practice.
· Ensure all accounting and tax work complies with current regulations, standards, and legal requirements.
· Support clients in reaching their financial and business goals through professional guidance.
· Collaborate with colleagues across teams to deliver effective and innovative client solutions.
· Maintain exceptional levels of accuracy, professionalism, and attention to detail in all work.
· Effectively manage workloads and deadlines while offering guidance and support to team members when necessary.
Skills and Experience
· Professionally qualified accountant (CPA/ACA/ACCA).
· At least 3 years of experience within a Public Practice setting.
· Strong technical accounting ability with excellent attention to detail.
· Effective communication, interpersonal, and organisational capabilities.
· Proven ability to prioritise tasks, meet deadlines, and work collaboratively within a team environment.
· Strong commercial understanding and dedication to delivering excellent customer service.
· Excellent analytical and problem-solving abilities with the capacity to work independently.
· Enthusiastic about continuous learning and ongoing professional growth.
· Passionate about supporting businesses in achieving success and growth.
· Competent in Microsoft Office applications and accounting software packages.

by | May 12, 2026
Job description
We are looking for a highly skilled, qualified, and motivated Senior Accountant to oversee a diverse portfolio of clients spanning multiple industries. This position offers early client engagement and the chance to collaborate closely with sole traders, partnerships, and limited companies.
Responsibilities
· Review financial accounts and tax computations for sole traders, companies, and partnerships.
· Manage a portfolio of clients and maintain strong client relationships.
· Support Partners and specialist teams in delivering high-quality client service.
· Contribute to the growth and development of the Practice.
· Ensure compliance with relevant accounting and taxation standards and regulations.
· Assist clients in achieving their business and financial objectives.
· Work collaboratively with internal teams to deliver innovative solutions for clients.
· Maintain high standards of accuracy, attention to detail, and client service.
· Manage deadlines effectively while supporting and mentoring team members where required.
Skills and Experience
· CPA/ACA/ACCA qualified accountant.
· Minimum of 3 years‘ experience working in a Public Practice environment.
· Strong attention to detail and technical accounting knowledge.
· Excellent interpersonal, communication, and organisational skills.
· Ability to manage deadlines and work effectively within teams.
· Commercial awareness and commitment to exceptional customer service.
· Strong problem-solving skills and the ability to work on own initiative.
· A willingness to learn and develop professionally.
· Passion for helping businesses achieve their potential.
· Proficiency in Microsoft Office and accounting software systems.
