Insurance Jobs in Cheltenham

Are you ACCA or CIMA qualified?

Our client a highly successful technical organisation is currently looking for a management accountant to work alongside the financial controller within their expanding organisation.

The main purpose of the job is to ensue all UK and also accounts based at their international office are completed accurately from start to finish. Responsible also for stock levels based on sales forecasts.

* Creation of purchase orders on suppliers in line with supplier qoutes
* Coding and input of supplier invoices and credits into the accounting system
* Creation of customer invoices
* Maintenance...

Paraplanner
Cheltenham,Gloucestershire
£25,000 to £33,000

My Cheltenham based Wealth Management IFA practice are looking to recruit a Diploma or Part Diploma Qualified Paraplanner to join their busy team. The successful candidate will provide professional technical and administration support to the IFA's and will work closely with both providers and clients to ensure that business is processed compliantly, efficiently and accurately.

Duties
Ensure all data gathered by the Administrators is complete and accurate.
Analyse the client's current financial position and given their priorities, make a recommendation as appropriate...

Insurance Sales Executives are required to join an expanding, well known price comparison website in Cheltenham. Fantastic working environment, competitive salary with bonus, great working hours and excellent benefits are all on offer!

As a member of the Outbound Sales Team, you'll be talking with customers over the phone who have recently asked for a quote online for life and critical illness insurance. Through asking the right questions, you will be expected to identify their needs in more detail and convert this through to a sale.

It is essential that you have sales experience, preferably B2C. You must be able to communicate...

Credit Control Clerk – Up to £20,000
Cheltenham

The above vacancy exists within a busy Credit Control Department for our client in Cheltenham. The object of which is to safeguard the company against Bad Debts and promote a healthy cash flow through the timely collection of payments.

Reporting to the Credit Manager, your main duties will include, but are not limited to:

•Ownership of a set of sales ledger accounts
•Credit checking of new and current customers
•Resolution of customer account queries
•Ensure that all monies are collected on time, and non-payment is investigate
•Proactively keep up to date...

52147 Finance Administrator (Accounts Assistant)
£17,500

Cheltenham
Permanent Full time

A new role has arisen for a Finance Administrator on Accounts Receivables within this large manufacturing client based in Cheltenham.

Reporting to the Credit Manager, your main duties will include, but are not limited to:

• The day to day processing of financial transactions
• Ownership of invoice processes
• Financial administrative tasks
• Maintenance of reports

The successful applicant will need to demonstrate:

• A basic understanding of VAT and book-keeping
• Administration experience
...

A well established organisation in central Cheltenham requires an Accounts Assistant to join their busy Accounts department.

You will be expected to run payroll for approximately 50 people, including processing commission and bonuses, ensure all starters and leavers paperwork is issued and recorded correctly on the system, be responsible for purchase ledger inlcuding invoicing. You will also get involved with litigation administration as well as ensuring petty cash is reconciled and kept up to date.

It is essential that you have previous payroll and purchase ledger experience within a busy accounts team with knowledge of invoicing...

Financial Planner
Salary negotiable

Our Client, a large Independent Investment management firm are recruiting a Financial Planner. With offices across the UK, they pride themselves on their ability to create and maintain their Clients wealth. Reporting in to the Divisional Director, you will be charged with developing existing Clients and attracting new business.

Your role will include:

Gathering full market knowledge in order to provide holistic financial planning advice
Developing your own Client bank and analyse existing Clients needs
Networking and marketing the services of the Company
Complying with TCF...

Travel Account Executive – Cheltenham

Up to £28k basic plus company car, and benefits

We are currently recruiting for a Travel Account Executive to develop specialist travel products by promoting and selling through commercial partnerships and channels.

You will be required to:

• Continually look for new opportunities
• Develop, review, track progress and deliver a business plan and account plans
• Travel to meet new and existing partners
• Strengthen and develop working relationships
• Consistent and effective campaign delivery in order to exceed performance objectives

Ideal candidates will have...

52152

Trainee Data Analyst – Cheltenham - £18,500

Our award winning client is looking to recruit a Trainee Data Analyst, responsible for creating and sending invoices and researching disputed invoices. This position requires an individual who has the ability to work independently and under pressure, is analytical and has excellent problem-solving skills.
This person is also to act as 2nd line support to customer services as required.

Key responsibilities:

•Run monthly billing for business customers

•Run monthly billing for wholesale partners within strict and short contractual timeframes

•Calculate...

We are working on behalf of our client, a highly successful international organisation, who provides a friendly and professional working environment.

This position is working within the finance team supporting the sales finance department. Duties of this position are:-

* Day to day processing of financial transactions
* Invoice processing
* Financial administrative tasks

To apply for this position our client has expressed that candidates must possess the following skills/experience:-

A basic understanding of VAT and book-keeping
Administrative experience
High numeracy and problem solving skills
Good...

The Capita Group Plc is the UK's leading business process outsourcing company. Our goal is simple - to help our huge range of public and private sector clients improve service to their customers.

With over 40,000 employees, 20,000 clients and a turnover of over £2.7bn, Capita continues to grow year on year. Our capabilities include customer and administration services, IT services and financial services.

The Role

To monitor and report on the compliance of CLPRS with FSA, or local Regulator, other regulatory requirements and internal Capita policies (where appropriate) in line with the Compliance Monitoring Plan.

Purchase Ledger Assistant (12 Month Contract) – Up To £22,000
Cheltenham

Our client in Cheltenham is looking for a Purchase Ledger Assistant to go on a 12 month fixed term contract.

Reporting to the Management Accountant, the Purchase Ledger Assistant is responsible and accountable for providing support to the finance function, maintaining the purchase ledger and assisting with month end reconciliations and reporting.

Main Responsibilities:

•Process purchase ledger invoicing and expenses and make sure that invoices are correctly matched to the purchase orders, as required. Ensure that all invoices are correctly...

Major financial services company requires a Senior Business Support Accountant to join this busy department. This is a permanent role and will suit someone who is part or full qualified to CIMA/ACCA level or equivalent.

Role Description

The purpose of the role is to provide analysis and financial control over the property and overhead areas within the Financial Services division and to manage the financial relationship with applicable sub-tenants.

Accountabilities & Deliverables

* Cost control and production of management accounts for the property, recharges and overhead areas within Financial Services
* Management...

Care Recruitment Co-ordinator -Gloucestershire. A strong outgoing candidate with good customer service skills and some experience in care is required for this vacancy working for a domiciliary care organisation based in Gloucestershire. candidates who have previous experience working within Domiciliary care would be very advantageous although not essential if you have experience in a care environment.

on a day to basis you would be responsible for the recruitment of carers from start to finish and your main duties will include selection and shortlisting of applicants, Conducting face to face and telephone interviews, ensuring all staff...

Essential Skills: experience of billing cycle management; strong data analysis skills; strong Excel skills; good administrative and customer service skills.

Experience with SQL/SAGE/Goldmine or aBILLity desirable.

Our client is seeking a dedicated, self-motivated individual to fill their new Billing Specialist vacancy. This role will primarily involve creating and sending invoices, and researching those that are disputed. The role will also involve assisting the Service Manager with the following: run monthly billing; calculate and run bill queries; input new client information onto the system; assist the sales team with customer...

Contact Sales Specialist required for a well-established Gloucestershire based company.

Profile: Permanent full time Contact Sales Specialist

Location: Gloucestershire.

Salary: £17000 - £20000 per annum plus bonus OTE £20000 -£24000

Work experience required: High volume outbound telephone sales or telephone based financial services sales

Education: A Level education or equivalent

The role involves contacting potential clients who have visited company partner websites (eg. Comparethemarket, Gocompare etc) and passing through qualified leads to the advisor team.

The role involves a high volume...

We are currently recruiting for a prestigious company in Cheltenham offering customer support within the financial services sector.
The role is working in the mortgage team responsible for assisting mortgage customers overcome payment difficulties and resolving problems, also handling litigation process when necessary.
Working as part of a team, you will maximise collections and manage arrears through telephone contact
Ensure cases are passed to Litigation solicitors
Ensure all policies and collections procedures are adhered to
Provide a high quality customer focused service.

To apply you will need to have
Experience...

Our client requires a very professional and experienced PA to provide comprehensive and confidential support to the MD and the team. This is a maternity contract for 6- 9 months starting asap.

The role involves
Diary management, appointments, travel arrangements, conference and video conferencing, personal appointments, expenses and personal administration.
Co-ordinate meetings, invite and control attendees, hospitality arrangements, typing of appendices, presentations, taking minutes, producing reports.
Handle all telephone enquiries,messages and take appropriate actions professionally and confidentially.
Project work as and...

We are currently recruiting for a prestigious company in Cheltenham offering customer support within the financial services sector.
The role is working in the mortgage team responsible for assisting mortgage customers overcome payment difficulties and resolving problems, also handling litigation process when necessary.
Working as part of a team, you will maximise collections and manage arrears through telephone contact
Ensure cases are passed to Litigation solicitors
Ensure all policies and collections procedures are adhered to
Provide a high quality customer focused service.

To apply you will need to have
Experience...

Commercial Insurance Underwriter

Gloucestershire

£25000 to £30000 per annum

Experienced: Commercial Insurance Underwriter required to join well established company in Gloucestershire

Qualifications: Insurance qualification would be advantageous.

The Commercial Insurance Underwriter will be responsible for underwriting insurance risks within an agreed authority limit, referring on for cases above your limited as and when required. By liaising with Insurers, you will negotiate the best terms for clients and input/update computer records in order to issue the appropriate policy documentation. You will also support...