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The purpose of the Financial Planning Consultant - Head of Waterford Office will be managing the existing consultant team in Waterford with aim of delivering client focused financial planning advice to individual clients in relation to their retirement planning and their broader financial wellbeing; to develop and grow a strong portfolio of individual clients and support the delivery of member services into corporate clients and vice versa.The role is a senior position and will report to the Head of Financial Planning. Candidate Profile The successful candidate will need to have strong experience in delivering financial planning advice to individuals; you will need to demonstrate a track record in meeting commercial/financial targets and be a self-starter with a strong business development capability.We are looking for individuals with the following knowledge and skills:<ul><li>Strong people skills and substantial experience in building client relationships</li><li>Relevant experience in financial services with a specific focus on Individual financial advice and group employee benefits</li><li>A deep understanding of financial, pension and investment products</li><li>A passionate focus on delivering for our clients</li><li>A strong team ethos and able to assist in leading and developing the consultant team in Waterford</li><li>The role holder will be required to have QFA status and ideally have CFP status</li></ul>

Financial Planning Consultant

An independent insurance broker seeks an experienced A&amp;H Broker to join their Crisis Management team in Peacehaven, UK. You will deliver innovative service across a diverse portfolio and have the opportunity to generate new business and collaborate globally. Ideal candidates will have strong A&amp;H product knowledge and excellent communication skills, with a drive to support team growth. This dynamic role offers exposure to new opportunities and bespoke client services.

A&H Broker - Crisis Management & Global Growth

Lockton Re forms part of one of the world's largest privately-owned Brokers, with a structure and ownership that allows its teams to focus on delivering the best possible service to its clients. This exceptional service has seen Lockton Re grow to more than 350 colleagues globally across 17 locations.One of the Lockton Re's founding principles is that it is 'Born Digital' and the value we place on analytics lies at the heart of this. With this Senior Actuary role, the team is seeking an experienced Casualty Actuary to join the team in a role that will have close interactions with brokers and clients alike.The role will see the successful candidate deploy their actuarial expertise and creative analytics to advise clients on risk management strategy and reinsurance purchasing decisions - advocating for superior outcomes with markets, working as an integral part of the broking team. The role is closely aligned within the Lockton Re International Property &amp; Casualty division, though will have exposure across the business in a relationship-driven, non-hierarchical, service-focused environment.Key tasks and duties for this role will include:<ul><li>Use Actuarial techniques to analyse a client's portfolio(s) to provide quantitative and qualitative understanding of the loss exposure and inherent volatility</li><li>Assist both reinsurance placements and pitching for new business</li><li>Assist with the expansion the Lockton Re analytical toolkit; working with the wider team across the company to provide thought leadership on existing and new methodologies</li><li>Build and maintain relationships both internally and externally with clients and markets</li><li>Proactively support other senior actuaries and invest in the technical and professional development of analysts across the team</li></ul> Candidate Profile <ul><li>Excellent knowledge of actuarial techniques and methodologies, ideally relating directly to Casualty-specific reinsurance</li><li>Ability to clearly communicate methodologies, outputs and limitations internally and externally, to both technical and non-technical audiences</li><li>Ability to build positive and effective working relationships with stakeholders to deliver the best outcomes for our clients</li><li>Coding skills preferable though not required</li></ul>

Senior Reinsurance Actuary

A leading financial services firm in the United Kingdom is seeking an experienced Financial Planning Consultant to manage the consultant team in Waterford. The successful candidate will focus on delivering client-oriented financial planning advice and developing a robust portfolio of individual clients. Applicants need a strong background in financial services, with qualifications such as QFA and ideally CFP, to lead effectively and meet both commercial and financial targets.

Senior Financial Planning Lead - Waterford Office

A leading global brokerage firm is seeking an experienced Senior Actuary to join their team in Peacehaven, UK. The role involves utilizing actuarial expertise to guide clients on risk management strategies and reinsurance decisions. Responsibilities include analyzing client portfolios, supporting business pitches, and fostering relationships within a non-hierarchical, service-focused environment. Ideal candidates will have deep knowledge of actuarial techniques related to casualty reinsurance and strong communication skills. Competitive salary and growth opportunities are offered.

Senior Casualty Reinsurance Actuary - Analytics Lead

Senior Buyer (indirects)- Hong Kong (relocation and sponsorship offered) Permanent Hong Kong Salary Band: All Sector: Banking / Finance Salary: Competitive Salary + good bonus and benefits Senior Buyer Hong Kong Relocation &amp; Sponsorship Offered Fantastic opportunity for an Indirects Senior Buyer to work in a fast-paced Global Procurement Team based in Hong Kong SAR for a well-established Financial Services organisation . This is a varied role and will include general procurement enquiries for APAC, including Software, Professional Services, Telecoms and Office fit-out Procurement and would suit a dynamic procurement professional with 4-8 years' experience. You will have: <ul> <li>Experience of working in a small, high impact procurement team with the ability to take on procurement tasks within the full P2P process.</li> <li>A good understanding of procurement within the APAC region and the complexities faced.</li> <li>Excellent verbal, written communication and interpersonal skills in Cantonese and English (Mandarin desirable).</li> </ul> This is an exciting and unique role, with the organisation offering relocation and sponsorship if required to work in their prestigious office in Hong Kong SAR. You will also have the opportunity to spend time in the Headquarters in London initially to work with the rest of the team. Please get in touch for more information about this fantastic opportunity! Apply Now: Take the next step in your career with thisexciting Senior Buyer role. Apply via the site or contactJane Wallbank on (0).

Senior Buyer (indirects)- Hong Kong (relocation and sponsorship offered)

Lockton Global Energy is a cohesive and collaborative global team of handpicked energy specialists. Harnessing deep expertise, we act as a trusted partner to our clients, securing cost effective, bespoke insurance and risk solutions. As an independent broker, we're not led by profit margins and shareholder demands, allowing us to always put our client's interests first. Founded in 2014, Lockton Global Energy is a specialty business focused on the Oil, Gas, Power and Renewables businesses. It has grown significantly over the past 10 years to include over 300 energy specialists across 35 countries, with over USD1.1bn of premium placed across our Energy divisions. Lockton Energy Construction (Onshore) Lockton's specialty Energy Construction team is made up of experts who understand the lifecycle of the sectors who can provide expert advice on all downstream projects including on power, refining, petrochemical, LNG, LPG, GTL, pipelines, gas processing and renewables. We cover CAR / EAR / BAR, delay in start up, advance loss of profits, third party liability, first year operations and contractors plant &amp; equipment. Broker Role - What is involved? As a Broker in the Energy Construction team you will join our successful team of Brokers to provide innovative, detailed and best practice service for clients across a wide ranging portfolio. Our Brokers provide a comprehensive service to clients directly and through our local wholesale office network. Alongside core broking activities you will be exposed to new business generation, tender presentations and working with our existing client base to identify business development opportunities. Throughout this you'll build a detailed understanding of our clients needs, applying this knowledge to seek innovative ways to create added value and differentiators during the placement process. As a Global company there will be plenty of opportunity for cross selling across all Energy specialisms and the wider business lines we operate in. There will also be opportunity to travel to meet clients and colleagues across the global team. What is most important to us is your ability to understand what our clients need and provide a bespoke service to ensure these needs are met in the best possible way. Candidate Profile What are the typical responsibilities as a Broker? <ul> <li>Building strong partnerships with new and existing clients</li> <li>Gathering detailed information from clients to understand their risk profile, business needs and exposures to provide advice on coverage, programme pricing and retention strategy</li> <li>Analysing underwriting information in order to prepare market submissions</li> <li>Providing input alongside our dedicated Energy Wordings Specialist to provide bespoke coverage</li> <li>Coordinating with the dedicated Energy Claims team in the event of a loss</li> <li>Building a strong working network of our global colleagues and partners</li> </ul> What skills and experience would we like you to have? <ul> <li>As a Broker in the Energy Construction team you will need to have Insurance industry experience gained ideally within the Energy Construction or wider Construction insurance markets.</li> <li>It would be desirable for you to have experience of working on Energy business from a Broking, Underwriting or wider Insurance background</li> <li>Previous involvement with running or managing tenders will be helpful </li><li>Desire to join a dynamic, entrepreneurial team in a growing organisation</li> </ul> About The Position What can we offer you? Each Associate in the Global Energy practice will have a rounded exposure to all elements of the energy business, whilst developing a specialism in a chosen field. Cultural team fit is one of the most important elements for us. We have worked hard to build a harmonious team of talented individuals who have the skills and training to be able to operate in a collaborative, supported and inclusive environment across the whole of the Energy practice to allow you the opportunity to learn cross class business. About Lockton Lockton is the world's largest independent insurance broker. What makes Lockton stand apart is also what makes us better; independence. Lockton's private ownership empowers it's 10,750+ Associates doing business in over 140 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe. Lockton delivers the deep understanding needed to accomplish remarkable results. Our 97% client retention rate speaks for itself. For the last nine consecutive years,Business Insurancemagazine has recognised Lockton as a'Best Place to Work in Insurance'- an achievement we are immensely proud of!

Broker - Energy Construction (Onshore)

The Casualty Team are growing, we are looking to hire a Casualty Retail Broker to provide programme design, placement, marketing and consultancy services for our clients in line with agreed account strategies and in accordance with Lockton operating procedures.As Casualty Retail Broker, your role will include:<ul><li>Beingresponsibleto Lockton Clients for the programme design, placement and delivery across all liability lines including but not limited to General and Employers' Liability.</li><li>Managing market relationships at both an operational and strategic level.</li><li>Market access across a broad range of geographies including London, Central Europe, Bermuda and USA.</li><li>Understanding clients risk profile, business needs and exposures to provide advice on coverage, programme pricing and retention strategy.</li><li>Overseeing the preparation and issuance of appropriate coverage documentation, including wordings and placement slips within agreed contract certainty deadlines.</li><li>Identifying and managing the use of other Lockton resources/specialist teams.</li><li>Assisting with the resolution of service issues with insurers and other third party providers.</li><li>Attending Client Strategy Meetings where required.</li></ul> Candidate Profile You should have the following experience:<ul><li>ACII Qualification</li><li>Strong insurer relationships with key UK and Global insurers</li><li>Proven track record of effective stakeholder management</li><li>Expertise in handling and managing complex global liability placements</li><li>Confident in handling multi-national placement arrangements</li><li>Confident in presenting to clients, insurers and wider Lockton</li><li>Experience in producing MRC's &amp; Endorsements to provide expert guidance to casualty team</li><li>Proficient in negotiation &amp; having difficult conversations</li><li>Experience in leading teams &amp; projects</li></ul> About The Position Lockton is the world's largest privately held independent insurance brokerage. Since 1966, our private ownership has allowed us to serve our clients, nurture our people, and give back to our communities in ways other companies simply can't. We're passionate about helping you achieve your ultimate potential. If you believe in providing excellent client service, supporting community initiatives, and being part of our caring culture, then you belong here.

Casualty Retail Broker

Join a dynamic firm of Chartered Accountants offering wide-ranging services to SMEs. Your new role As a Client Manager, you'll take ownership of a portfolio of SME clients, providing hands-on support across accounts preparation, tax compliance, and business advisory. You'll be the main point of contact for your clients, building strong relationships and identifying opportunities to add value. You'll also supervise junior staff, review work, and contribute to the smooth running of the practice.What you'll need to succeed <li>ACA or ACCA qualified with post-qualification experience in practice</li><li>Strong technical knowledge across accounting and tax</li><li>Excellent communication and relationship-building skills</li><li>Ability to manage multiple clients and deadlines effectively</li><li>Experience supervising or mentoring junior staff</li><li>A proactive, client-focused approach</li>What you'll get in return <li>Competitive salary and benefits package</li><li>Flexible working options and a supportive team environment</li><li>Opportunities for career progression and professional development</li><li>A varied and interesting client portfolio</li><li>No audit work - allowing you to focus on advisory and compliance.</li>What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #

Client Manager

Move away from audit to financial reporting and advisory services Your new company This is an exciting opportunity to join a dynamic and expanding accountancy practice launching a new office in Gatwick, Crawley. Their modern workspace is designed to support flexible, collaborative working, with excellent transport links and local amenities. As the firm continues to grow, it's a great time to be part of a thriving team in one of the South East's most connected business hubs. Your new role As a Senior Accounts professional, you'll be responsible for preparing complex financial statements under UK GAAP, including consolidated accounts. You'll support managers, supervise junior team members, and contribute to advisory-led services. The role also includes client interaction. What you'll need to succeed You'll be studying towards ACA, ACCA, or CA, with experience in UK GAAP, IFRS, and consolidated accounts. Strong communication skills, attention to detail, and the ability to work independently and collaboratively are essential. Proficiency in Word and Excel is required, and familiarity with Caseware is a plus. A proactive mindset and interest in business development will help you thrive. What you'll get in return You'll benefit from a flexible working culture, private medical cover, pension matching, enhanced parental leave, and access to career development resources. The firm also offers wellbeing initiatives, volunteering days, and a supportive team environment. What you need to do now If you're ready to take the next step in your accounting career and work in a forward-thinking, professional setting, apply today to learn more. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #

43 Private Banking Jobs in Uckfield TN22, UK