Financial services Work, Jobs in Bayston Hill, Shr (with Salaries)

Office Manager and Senior Account Handler
Caleb Roberts Insurance Services Ltd —Shrewsbury
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
- Referral programme
Quick apply
12d
Finance Officer (Maternity Cover)
Royal Society of Wildlife Trusts —Shrewsbury
- £24,878 - £31,098 a year
- Part-time
- Accounting
- Annual leave
20h
Finance Apprentice
The Shrewsbury and Telford Hospital NHS Trust —Shrewsbury
- £15,600 a year
- Full-time
Financial Controller
Furrows Limited —Wellington
- Full-time
- In-person
- Communication skills
- Employee discount
- Sick pay
Quick apply
5d
Junior Accountant
WR Partners —Newtown
- Part-time
- IT
- In-person
- Communication skills
- Free parking
- Flexitime
Quick apply
14d
Audit Graduate - ICAEW Pathway
WR Partners —Shrewsbury
- Analysis skills
- Bachelor's degree
- Travel
Quick apply
Accounts & Reporting Analyst
Cosgrove & Cosgrove Ltd —Wellington
- £30,000 - £32,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- QuickBooks
- Free parking
Quick apply
Customer Service - Personal Banker
National Westminster Bank PLC —Newtown
- From £27,090 a year
- Communication skills
- Banking
- Annual leave
6d
Client Accountant
Carter Jonas —Shrewsbury
- Full-time
- Microsoft Excel
- Customer service
- Accounting
- Annual leave
- Referral programme
Accounts Assistant - QuickBooks Experience Essential
Cosgrove & Cosgrove Ltd —Wellington
- £26,000 - £30,000 a year
- Full-time
- Microsoft Excel
- QuickBooks
- In-person
- Free parking
Quick apply
Assistant Accountant
Epwin Group PLC —Telford
- Full-time
- Microsoft Excel
- Sales
- Microsoft Office
Accounts Office Assistant - Temporary Maternity Cover 12 months
Lloyds Animal Feeds —Oswestry
- Full-time
- Microsoft Excel
- Sales
- QuickBooks
Quick apply
3h
Finance Assistant
Telford and Wrekin Council —Telford
- £25,947 - £25,989 a year
- Full-time
- Hybrid work
- Word processing
- Communication skills
- Free parking
- Employee discount
5d
Financial Accountant
Kronospan —Wrexham
- Full-time
- Microsoft Excel
- Continuous improvement
Quick apply
Head of Finance
Golden Bear Products —Telford
- £78,000 - £88,268 a year
- Full-time
- In-person
- Leadership
- Tax experience
- Free parking
- Health & wellbeing programme
Quick apply
Qualified ACCA or ACA Accountant
Phillips Chartered Accountants —Telford
- £36,000 - £40,000 a year
- Full-time
- In-person
Quick apply
2h
Volunteer Finance Director
Welshpool & Llanfair Light Railway Preservation Co Ltd —Llanfair Caereinion
- Hybrid work
- Financial services
- Leadership
Quick apply
Customer Consultant
Orbit Credit Services —Telford
- £26,500.76 a year
- Full-time
- Customer service
4d
Tax Assistant
Muller Group —Market Drayton
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee discount
- Bereavement leave
12d
Paraplanner
Benchmark Capital —Shrewsbury
- Full-time
- Microsoft Office
- IT
- Communication skills

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Office Manager and Senior Account Handler

Caleb Roberts Insurance Services Ltd
Shrewsbury

Quick apply

Job details

Permanent | Full-time
12 days ago

Benefits

Cycle to work scheme
Free flu jabs
Company pension
Private medical insurance
Life insurance
Referral programme
On-site parking

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Customer service
Sales administration
Microsoft Office
Administrative experience
Mentoring
Organisational skills
IT
Financial services
Communication skills

Full job description

Office Manager & Senior Account Handler - Dorrington

Caleb Roberts was founded on an exceptional service level for the local community and that remains our core strategy today. Our specialty lies within Agricultural & Commercial Insurance. Today we are a recognised insurance broker in Wales and the Border Counties, and one of the largest independent farm insurance brokers in the UK.

The Office Manager and Senior Account Handler plays a key role in the smooth running of the branch, combining responsibility for office operations with the management of client insurance accounts. The postholder will build and maintain strong client and insurer relationships, support colleagues to deliver high standards of service, and ensure that all work is carried out accurately and in line with internal procedures and regulatory requirements.

The role will involve handling a broad range of insurance business, with a primary focus on farm insurance, alongside motor fleet, motor trade, commercial vehicle, liability, shop and office packages, property owners and other commercial insurance products.

Key responsibilities

Office management and administration

Manage the day-to-day running of the office to ensure an efficient, organised and professional working environment.
Oversee office administration, including supplies, equipment, facilities issues, schedules, appointments and meeting room arrangements.
Maintain high standards of administration, identify opportunities to improve efficiency and ensure office processes are followed consistently.

Client account handling

Build and maintain effective relationships with clients and insurers, providing a professional, responsive and knowledgeable service at all times.
Handle renewals, adjustments, quotations and general account servicing across the relevant classes of business, liaising and negotiating with insurers as required.
Support clients with clear advice and communication, ensuring documentation is accurate, timely and aligned with business and customer needs.

Team support and stakeholder liaison

Provide day-to-day guidance, mentoring and support to colleagues, helping to promote high standards of customer service, teamwork and performance.
Work closely with internal stakeholders, including finance, operations and HR support, to assist with onboarding, branch administration and wider business responsibilities.

Compliance and reporting

Ensure all business activity is carried out in line with FCA requirements, company procedures and compliance standards, using checklists and supporting documentation where required.
Prepare, collate and present accurate management information and reports for Directors, using data to support effective decision-making and performance analysis.
Maintain a high level of professionalism, discretion and confidentiality in all dealings with clients, colleagues and business information.

Treating Customers Fairly

All employees are responsible for working with senior management to ensure customers are treated fairly at all times and that the firm’s Treating Customers Fairly procedures are consistently followed.

Skills, knowledge and experience

Essential

Proven experience in an insurance, financial services, office management or senior administrative environment.
Strong organisational skills, with the ability to manage competing priorities and meet deadlines.
Excellent attention to detail and the ability to maintain accurate records and documentation.
Excellent written and verbal communication skills, with confidence in dealing with clients, colleagues and visitors.
Ability to work collaboratively as part of a busy team while also using initiative and working independently.
Good IT skills, including Microsoft Office applications such as Word, Excel, PowerPoint and Outlook.
Professional, confidential and customer-focused approach to work.

Desirable

Experience of handling commercial or agricultural insurance business.
Knowledge of FCA requirements and working in a regulated environment.
Experience of coaching, mentoring or supervising colleagues.
Confidence in producing management information and reports for senior stakeholders.

Salary will be aligned to experience.

To apply please provide a covering letter explaining your suitability for the role and an up-to-date CV to [email protected]. Unfortunately sponsorship is not offered for this position and we reserve the right to close the advert should sufficient applications be received.

Job Types: Full-time, Permanent

Benefits:

Company pension
Cycle to work scheme
Free flu jabs
Life insurance
On-site parking
Private medical insurance
Referral programme

Ability to commute/relocate:

Shrewsbury SY5 7JW: reliably commute or plan to relocate before starting work (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial services jobs in bayston hill, shr

Office Manager and Senior Account Handler

Finance Officer (Maternity Cover)

Finance Apprentice

Financial Controller

Junior Accountant

Audit Graduate - ICAEW Pathway

Accounts & Reporting Analyst

Customer Service - Personal Banker

Client Accountant

Accounts Assistant - QuickBooks Experience Essential

Assistant Accountant

Accounts Office Assistant - Temporary Maternity Cover 12 months

Finance Assistant

Financial Accountant

Head of Finance

Qualified ACCA or ACA Accountant

Volunteer Finance Director

Customer Consultant

Tax Assistant

Paraplanner

I want to receive the latest job alerts for financial services in bayston hill, shr

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