Due to their consistent growth over the last few years, and to continue to do this, Amicus Insurance, a valued part of Brown & Brown Europe, are looking for a New Business focused Account Executive to join the team to build their own portfolio. You'll be fully supported by our dedicated and highly experienced broking support and claims team to ensure you can focus on what you do best, winning and looking after clients. On a day to day basis you'll be: Developing a personal pipeline of new business Adding new introducers to your network Advising clients on New Business Quotations, coverage requirements and ultimately through to their renewals Working with clients to expand and develop their coverage to ensue they have the right cover Liaising with the broking and support team to ensure all documentation is accurate Actively negotiating with Underwriters as required to secure the best terms Working in a compliant and timely manner on all cases. Ensuring income and subsequently retention targets are achieved and maintained. Working with the management team to achieve business objectives and support with the development of colleagues What's on offer: A fantastic environment that's built around looking after clients requirements and supporting staff at all levels. The ability to keep what you bring on, why hand it off to someone else when you've done all the hard work? A full broking and claims team to support you on getting things done. A highly competitive basic salary + bonus and all the normal benefits (Pension, Death in Service etc.) We'll also fully support your professional development (including funded qualifications) Your experience: Ideally you'll have a solid grounding across the range of Commercial Insurance market and be looking for somewhere to set up shop to build a personal portfolio and put down roots now you are part of a forever business. Your skill set will include high level communication (Verbal, Written Video), negotiation, influencing, sales, stakeholder management, delegation and IT skills with a client first mindset You should also be confident in dealing with stakeholders at all levels particularly board level. A full driving licence For more information please apply online or contact Dan Hurley
Apr 17, 2024
Full time
Due to their consistent growth over the last few years, and to continue to do this, Amicus Insurance, a valued part of Brown & Brown Europe, are looking for a New Business focused Account Executive to join the team to build their own portfolio. You'll be fully supported by our dedicated and highly experienced broking support and claims team to ensure you can focus on what you do best, winning and looking after clients. On a day to day basis you'll be: Developing a personal pipeline of new business Adding new introducers to your network Advising clients on New Business Quotations, coverage requirements and ultimately through to their renewals Working with clients to expand and develop their coverage to ensue they have the right cover Liaising with the broking and support team to ensure all documentation is accurate Actively negotiating with Underwriters as required to secure the best terms Working in a compliant and timely manner on all cases. Ensuring income and subsequently retention targets are achieved and maintained. Working with the management team to achieve business objectives and support with the development of colleagues What's on offer: A fantastic environment that's built around looking after clients requirements and supporting staff at all levels. The ability to keep what you bring on, why hand it off to someone else when you've done all the hard work? A full broking and claims team to support you on getting things done. A highly competitive basic salary + bonus and all the normal benefits (Pension, Death in Service etc.) We'll also fully support your professional development (including funded qualifications) Your experience: Ideally you'll have a solid grounding across the range of Commercial Insurance market and be looking for somewhere to set up shop to build a personal portfolio and put down roots now you are part of a forever business. Your skill set will include high level communication (Verbal, Written Video), negotiation, influencing, sales, stakeholder management, delegation and IT skills with a client first mindset You should also be confident in dealing with stakeholders at all levels particularly board level. A full driving licence For more information please apply online or contact Dan Hurley
Claims Handler Location: Llandudno (On-site) Package: £Negotiable + Benefits We're strengthening our Claims function within BIS to ensure we continue to provide outstanding service to our clients and colleagues. You'll be Responsible for the delivery of claims services, taking overall responsibility for the smooth running of client accounts by providing or introducing technical advice and service support on all claims related matters. The day to day: Main Point of contact for all general/strategic claims issues. To manage a Delegated Authority claims management system in relation to Professional Indemnity Insurance scheme. Generate additional revenue through claims value added service. Understand the clients' business and their claims management needs and look for innovative solutions to deliver those needs through the provision of ongoing client service. To understand the client's business and associated insurance risks and exposures. To carry out analysis and report on claims experience including executive summaries, 'what if' analysis and triangulation etc - leading presentations and delivery to clients. Lead and deliver the end to end ongoing client service, adhering to standardised policies, procedures and service standards. The Benefits: A Negotiable basic salary coupled with all the standard benefits (Pension, DIS, 25 days holiday + Bank Holidays) A culture based around ongoing staff development including funded qualifications The ability to be a core part of our Claims proposition and assist in the development of it further About you: You'll have a good understanding of the claims market with a wide range of Commercial Insurance Knowledge, including Liability, Motor, Property and Ideally Professions risks. Able to communicate and influence effectively at all levels up to and including director level. A skill set that includes high level Analytical, IT and Communication skills (Verbal, Written, Video) coupled with a client first mindset.
Apr 17, 2024
Full time
Claims Handler Location: Llandudno (On-site) Package: £Negotiable + Benefits We're strengthening our Claims function within BIS to ensure we continue to provide outstanding service to our clients and colleagues. You'll be Responsible for the delivery of claims services, taking overall responsibility for the smooth running of client accounts by providing or introducing technical advice and service support on all claims related matters. The day to day: Main Point of contact for all general/strategic claims issues. To manage a Delegated Authority claims management system in relation to Professional Indemnity Insurance scheme. Generate additional revenue through claims value added service. Understand the clients' business and their claims management needs and look for innovative solutions to deliver those needs through the provision of ongoing client service. To understand the client's business and associated insurance risks and exposures. To carry out analysis and report on claims experience including executive summaries, 'what if' analysis and triangulation etc - leading presentations and delivery to clients. Lead and deliver the end to end ongoing client service, adhering to standardised policies, procedures and service standards. The Benefits: A Negotiable basic salary coupled with all the standard benefits (Pension, DIS, 25 days holiday + Bank Holidays) A culture based around ongoing staff development including funded qualifications The ability to be a core part of our Claims proposition and assist in the development of it further About you: You'll have a good understanding of the claims market with a wide range of Commercial Insurance Knowledge, including Liability, Motor, Property and Ideally Professions risks. Able to communicate and influence effectively at all levels up to and including director level. A skill set that includes high level Analytical, IT and Communication skills (Verbal, Written, Video) coupled with a client first mindset.
From day one, our mission has been to create an independent business with a unique culture - one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success. People come to Howden for lots of different reasons, but they stay for the same one: our culture. That's what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities - work/life balance, career progression, sustainability, volunteering - you'll find like-minded people driving change at Howden. At Howden, Corporate & Commercial, commercial insurance isn't just what we do - it's who we are. We support our clients through the complex landscape of commercial risk. We understand the diverse needs of businesses from large corporates to emerging ventures, meticulously crafting bespoke solutions to empower businesses to navigate uncertainty and achieve unwavering growth. Our depth of commercial insurance expertise allows us to protect client's assets and fuel their progress. When our clients prosper, we celebrate success with them; when challenges arise, we provide unwavering support. Howden, Corporate & Commercial are on the hunt for an Account Executive to support their team to develop strong relationships with new and existing clients. Provision of a high level of professional advice to clients. Win new business, cross selling, and pick up referral opportunities. You'll become a trusted advisor, asking the right questions, and continuously learning while on the job and sharing your knowledge with other colleagues in the office. Please note this is a full-time, permanent opportunity. You will be based in our Kidderminster office and ideally be onsite for 3 days per week on average. Overview: To develop and maintain the relationship with existing clients and to target new clients from the marketplace by the effective marketing of current prospects. Establish and manage with each client a renewal strategy in accordance with the division's procedures/aims to maximise renewal success. Responsibility to ensure that clients are correctly and adequately insured for all of their insurance exposures and that correct advice is given. To liaise with Account and Claims Handlers to complete all supporting documentation to maintain and achieve client service standards. To support the Division in the achievement of sales targets. To actively cross-sell products from other Divisions To maintain professional competence by complying at all times with the Training and Competence procedures of the firm. To actively seek feedback from clients and respond to feedback received. Knowledge: Must have a minimum of 5 years' experience in providing specialist advice in the insurance market. Must be qualified to a minimum of Dip CII. Skills: Excellent level of technical insurance skills, to be assessed by regular in-house testing. Excellent client service skills. Excellent negotiation and broking skills. Ability to persuade and influence others. Excellent oral and written communication skills. Ability to gather and analyse information from the client. Good understanding of Corporate Governance, financial awareness and how a business works. Qualifications: GCSE Maths and English (or equivalent). A-levels (desirable). Must be qualified to a minimum of Dip CII. Our Culture: People First We've travelled far since opening our first office in 1994. Back then we were local experts - based in London, with direct access to the world's biggest insurance market. We're still locals, and we still deliver the right advice and the right insurance to our clients. But now, we're local all over the world. With 15,000 global colleagues and a partner network spanning more than 100 territories, we are the largest independent insurance broker in the world. But our values haven't changed since day one, when we set out to create a company grounded in: An employee-ownership model Aligned external investors The trust and integrity born of friendship Expertise Independence Our focus on being a people-first business has always been at the very heart of Howden. Our vision was to create an independent business with a unique culture; one that would survive and thrive as a business controlled by the people working for it. Our employee ownership model sets us apart in the market. It's created a culture of collaboration and innovation, where we're driven to think bigger and empowered to challenge convention. Our flat structure and entrepreneurial spirit help us attract the best people and empower them to be the best version of themselves. And when we bring in and nurture great talent, more follows. That makes us better - and that's better for everyone. Diversity & Inclusion At Howden we consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.
Apr 17, 2024
Full time
From day one, our mission has been to create an independent business with a unique culture - one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success. People come to Howden for lots of different reasons, but they stay for the same one: our culture. That's what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities - work/life balance, career progression, sustainability, volunteering - you'll find like-minded people driving change at Howden. At Howden, Corporate & Commercial, commercial insurance isn't just what we do - it's who we are. We support our clients through the complex landscape of commercial risk. We understand the diverse needs of businesses from large corporates to emerging ventures, meticulously crafting bespoke solutions to empower businesses to navigate uncertainty and achieve unwavering growth. Our depth of commercial insurance expertise allows us to protect client's assets and fuel their progress. When our clients prosper, we celebrate success with them; when challenges arise, we provide unwavering support. Howden, Corporate & Commercial are on the hunt for an Account Executive to support their team to develop strong relationships with new and existing clients. Provision of a high level of professional advice to clients. Win new business, cross selling, and pick up referral opportunities. You'll become a trusted advisor, asking the right questions, and continuously learning while on the job and sharing your knowledge with other colleagues in the office. Please note this is a full-time, permanent opportunity. You will be based in our Kidderminster office and ideally be onsite for 3 days per week on average. Overview: To develop and maintain the relationship with existing clients and to target new clients from the marketplace by the effective marketing of current prospects. Establish and manage with each client a renewal strategy in accordance with the division's procedures/aims to maximise renewal success. Responsibility to ensure that clients are correctly and adequately insured for all of their insurance exposures and that correct advice is given. To liaise with Account and Claims Handlers to complete all supporting documentation to maintain and achieve client service standards. To support the Division in the achievement of sales targets. To actively cross-sell products from other Divisions To maintain professional competence by complying at all times with the Training and Competence procedures of the firm. To actively seek feedback from clients and respond to feedback received. Knowledge: Must have a minimum of 5 years' experience in providing specialist advice in the insurance market. Must be qualified to a minimum of Dip CII. Skills: Excellent level of technical insurance skills, to be assessed by regular in-house testing. Excellent client service skills. Excellent negotiation and broking skills. Ability to persuade and influence others. Excellent oral and written communication skills. Ability to gather and analyse information from the client. Good understanding of Corporate Governance, financial awareness and how a business works. Qualifications: GCSE Maths and English (or equivalent). A-levels (desirable). Must be qualified to a minimum of Dip CII. Our Culture: People First We've travelled far since opening our first office in 1994. Back then we were local experts - based in London, with direct access to the world's biggest insurance market. We're still locals, and we still deliver the right advice and the right insurance to our clients. But now, we're local all over the world. With 15,000 global colleagues and a partner network spanning more than 100 territories, we are the largest independent insurance broker in the world. But our values haven't changed since day one, when we set out to create a company grounded in: An employee-ownership model Aligned external investors The trust and integrity born of friendship Expertise Independence Our focus on being a people-first business has always been at the very heart of Howden. Our vision was to create an independent business with a unique culture; one that would survive and thrive as a business controlled by the people working for it. Our employee ownership model sets us apart in the market. It's created a culture of collaboration and innovation, where we're driven to think bigger and empowered to challenge convention. Our flat structure and entrepreneurial spirit help us attract the best people and empower them to be the best version of themselves. And when we bring in and nurture great talent, more follows. That makes us better - and that's better for everyone. Diversity & Inclusion At Howden we consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.
A highly regarded national broker are currently looking to add a Client Account Handler to their established team in Gloucester. They seek a driven and motivated professional with previous commercial insurance experience to support the needs of a diverse and interesting group of clients. The Account Handler will provide support to the Account Executive with running of the client portfolio, includi click apply for full job details
Apr 16, 2024
Full time
A highly regarded national broker are currently looking to add a Client Account Handler to their established team in Gloucester. They seek a driven and motivated professional with previous commercial insurance experience to support the needs of a diverse and interesting group of clients. The Account Handler will provide support to the Account Executive with running of the client portfolio, includi click apply for full job details
Job Title: Claimant Personal Injury - Compliance Executive Location: Sharston Salary: Competitive Job Type: Full time, Permanent About Us: Established in 2000, Express Solicitors is an award-winning law firm that deals in Personal Injury and Clinical Negligence claims. Based in Manchester, we serve clients nationwide. We are proud of the work we do helping injured people, and this is our core business. Express Solicitors are currently ranked 80 out of more than 10,000 law firms in the UK and ranked in the top ten for the Best Law Firm to work for in the UK by Best Companies. We have a 5-star ranking with Trust Pilot from over 4,500 reviews, which, coming from our clients, means a lot to us. No doubt at Express Solicitors we rate skill and ability above all else and our recruitment policy encourages applications from all. The Role: Express Solicitors are currently looking to appoint an additional Legal Compliance Executive reporting to the Head of the Professional Support Department, Raana Lowery. This role would suit an experienced Personal Injury Fee Earner who is looking to step away from a file-handling role and get more involved with file audits and quality control. The role's focus will be to perform deep file audits in addition to analysing performance and trends and identify where improvements can be made. It will also involve managing reporting and accountability for some higher risk profile cases to ensure compliance with the firm's systems and reducing the risk exposure. Any experience working with Proclaim case management system will be a distinct advantage. Responsibilities: Working across business teams to review files on a regular basis for all personnel within those teams Working from various reports to assess and manage the risk of certain profiles of cases such as those close to limitation Providing guidance and assistance on interpretation of case progress as defined by in-house standards Assist with trouble shooting common issues and refer to stakeholders as required and provide feedback to the training team to assist with the implementation of further training where required To conduct case related investigations on policy requirements, legal practices and case progression Provide advice and guidance on the Management Information metrics and how these can be used to their best advantage Critically evaluate case progress and challenge knowledge gaps where necessary (either yourself or the file handler) Reporting on caseload KPI performance of fee earners Assisting with reports on compliance, efficiencies & policy performance Data analyst and reporting function to management Maintain an accurate audit log of activity Provide feedback to assist with devising and delivering training (at all levels) on core compliance issues Assisting the Complaints Partner and COLP with file review and diagnosis of relevant facts Assisting with Data Protection and other Compliance Queries Person Specification: Essential criteria Good commercial knowledge of Claimant Personal Injury practice Knowledge of operating within a firm monitored and regulated by the SRA Experience of running own personal injury caseload to a high standard Ability to conduct case related investigations Understanding of quality and performance metrics Highly motivated, proactive self-starter with excellent judgement and professional maturity Demonstrated ability to prioritize in a high-volume, multi-tasking environment and to exercise sound judgment and make decisions based on clear understanding of the regulations but also the tactics and commercial element Strong research and analytical ability Ability to build trusted relationships with the key stakeholders within the business at all levels Desirable criteria Knowledge of Proclaim case management Professional accreditation e.g. Solicitor, MBA, CILEX etc Auditing background e.g. Lexcel Salary, Hours and Benefits: Our standard working hours are 8:30am to 5:30am Monday-Thursday and 8:30am to 5pm Friday 3/2 alternative working from home pattern staff after probation 23 days holiday a year, rising to 26 days 3 holiday buy backs per year after 1 year of service Extra day's holiday for your birthday after 2 years' service Private medical insurance available after 2 years' service Death in Service - 2 x salary Active social committee with generous departmental and firm-wide social budget. Active training culture and various groups and events such as Diversity & Inclusion. Netball / Football team, 10km Manchester team and more Enhanced Maternity Leave payment if you have over 1 year tenure Other benefits including Employee Assistance Programme, free fruit & annual flu jab Next steps: If this sounds exciting to you, then we would love to hear from you! Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with the relevant experience or job titles of; Compliance Assistant, Legal Compliance Executive, Legal Compliance Support, Legal Compliance, Claimant Personal Injury, Person Injury Law, Legal Assistant, Legal Aid may also be considered for this role.
Apr 16, 2024
Full time
Job Title: Claimant Personal Injury - Compliance Executive Location: Sharston Salary: Competitive Job Type: Full time, Permanent About Us: Established in 2000, Express Solicitors is an award-winning law firm that deals in Personal Injury and Clinical Negligence claims. Based in Manchester, we serve clients nationwide. We are proud of the work we do helping injured people, and this is our core business. Express Solicitors are currently ranked 80 out of more than 10,000 law firms in the UK and ranked in the top ten for the Best Law Firm to work for in the UK by Best Companies. We have a 5-star ranking with Trust Pilot from over 4,500 reviews, which, coming from our clients, means a lot to us. No doubt at Express Solicitors we rate skill and ability above all else and our recruitment policy encourages applications from all. The Role: Express Solicitors are currently looking to appoint an additional Legal Compliance Executive reporting to the Head of the Professional Support Department, Raana Lowery. This role would suit an experienced Personal Injury Fee Earner who is looking to step away from a file-handling role and get more involved with file audits and quality control. The role's focus will be to perform deep file audits in addition to analysing performance and trends and identify where improvements can be made. It will also involve managing reporting and accountability for some higher risk profile cases to ensure compliance with the firm's systems and reducing the risk exposure. Any experience working with Proclaim case management system will be a distinct advantage. Responsibilities: Working across business teams to review files on a regular basis for all personnel within those teams Working from various reports to assess and manage the risk of certain profiles of cases such as those close to limitation Providing guidance and assistance on interpretation of case progress as defined by in-house standards Assist with trouble shooting common issues and refer to stakeholders as required and provide feedback to the training team to assist with the implementation of further training where required To conduct case related investigations on policy requirements, legal practices and case progression Provide advice and guidance on the Management Information metrics and how these can be used to their best advantage Critically evaluate case progress and challenge knowledge gaps where necessary (either yourself or the file handler) Reporting on caseload KPI performance of fee earners Assisting with reports on compliance, efficiencies & policy performance Data analyst and reporting function to management Maintain an accurate audit log of activity Provide feedback to assist with devising and delivering training (at all levels) on core compliance issues Assisting the Complaints Partner and COLP with file review and diagnosis of relevant facts Assisting with Data Protection and other Compliance Queries Person Specification: Essential criteria Good commercial knowledge of Claimant Personal Injury practice Knowledge of operating within a firm monitored and regulated by the SRA Experience of running own personal injury caseload to a high standard Ability to conduct case related investigations Understanding of quality and performance metrics Highly motivated, proactive self-starter with excellent judgement and professional maturity Demonstrated ability to prioritize in a high-volume, multi-tasking environment and to exercise sound judgment and make decisions based on clear understanding of the regulations but also the tactics and commercial element Strong research and analytical ability Ability to build trusted relationships with the key stakeholders within the business at all levels Desirable criteria Knowledge of Proclaim case management Professional accreditation e.g. Solicitor, MBA, CILEX etc Auditing background e.g. Lexcel Salary, Hours and Benefits: Our standard working hours are 8:30am to 5:30am Monday-Thursday and 8:30am to 5pm Friday 3/2 alternative working from home pattern staff after probation 23 days holiday a year, rising to 26 days 3 holiday buy backs per year after 1 year of service Extra day's holiday for your birthday after 2 years' service Private medical insurance available after 2 years' service Death in Service - 2 x salary Active social committee with generous departmental and firm-wide social budget. Active training culture and various groups and events such as Diversity & Inclusion. Netball / Football team, 10km Manchester team and more Enhanced Maternity Leave payment if you have over 1 year tenure Other benefits including Employee Assistance Programme, free fruit & annual flu jab Next steps: If this sounds exciting to you, then we would love to hear from you! Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with the relevant experience or job titles of; Compliance Assistant, Legal Compliance Executive, Legal Compliance Support, Legal Compliance, Claimant Personal Injury, Person Injury Law, Legal Assistant, Legal Aid may also be considered for this role.
Excited to grow your career? Our purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL. About the role Due to the growth of HL's Finance function, we have an exciting and rewarding opportunity for an experienced Head of Financial Planning and Analysis, to take responsibility for HL wide financial performance reporting, budgeting, and planning processes. You will Business Partner with the Finance SLT, as well as working closely with Executive Directors and ELT to create Budgets and Strategic Plans, support external reporting processes, and regulatory (e.g. ICARA) deliverables. You will coach and lead the FP&A team to deliver insight and analysis that delivers high quality growth. What you'll be doing Lead and mentor a small team of qualified finance professionals. Establish clear OKRs for the team and drive excellence in financial analysis and reporting Responsible for HL wide performance reporting, planning (in-year through to 10+ year projections), and partner with the Finance Transformation Lead to deliver Systems & Process improvement Business Partner to Finance SLT, working closely with Executive Directors and ELT to create Budgets and Strategic Plans, support all external reporting (Qtrly, HY, and FY announcement) and regulatory (e.g. ICARA) deliverables, and offer insights, analysis and commentary to stakeholders while challenging the business as needed Own the production of Quarterly Reforecasts, Budgets and 3YPs. Lead the evolution of our planning journey, shortening planning cycles, improving HL-wide linkage, clarity of planning assumptions, scenario analysis (both internal and external), ensuring that financial projections are underpinned with strong strategic plans with activities and dependencies clearly understood Deliver excellent stakeholder management, up and across the organisation. Ensure active engagement of all stakeholders, and appropriate challenge inputs Identify efficiencies, opportunities, and risks, and propose mitigation / execution plans as necessary Coach the FP&A team, and where necessary design, maintain and evolve integrated planning models, offline and system native, fit for the intended purpose e.g. Exec vs middle management, entity vs PLC, in-year vs 10+ years Drive the evolution of HL wide performance reporting. Deliver best in class reporting for 'Lines of Business' (LoB) that support LoB / Product / Channel leadership drive performance and plan delivery Ensure financials are augmented with non-financial information, cost drivers are clearly understood, and directly and non-direct recharges are appropriate Drive product and LoB / Product / Channel profitability analysis and reporting, to support commercial decision making and our annual assessment of value process Lead the financial evaluation of the Strategy Programme portfolio, working closing with the FBP to the Transformation Office. Ensure HL's strategic investment capital is optimally allocated, and that in-project & post-project reviews surface lessons learnt Working with our Financial Control colleagues, deliver efficiency improvements to the month-end close process, including the production, communication & review of performance materials Strive to maximise the efficiency and effectiveness of our financial systems, removing wherever possible non-value add effort, and putting the right information in the hands of senior leadership in as timely and efficient a way as possible Champion the HL 'Save to Invest' strategy and the pursuit of efficiency throughout all reporting outputs, performance conversations, and planning cycles. Drive profitable growth, and create plan that deliver positive operating leverage, optimised investment of labour and capital Ensure compliance with relevant financial regulations, reporting standards and industry best practice, working closely with Financial Control and Risk and Compliance teams where necessary. About you Qualified accountant (ACCA, CIMA, CIPFA, ACA) with current technical knowledge Significant experience in Financial Planning and Analysis (FP&A) with exposure in a leadership role, ideally within Financial Services Ability to understand the strategic business goals of an organisation, with the ability to 'look beyond the numbers' and understand the wider business context Excellent analytical and problem-solving skills with the ability to translate complex financial data into actionable insights Ability to work flexibly with conflicting demands so that work is scheduled to meet changing priorities and deadlines Plans and organises own workload effectively and get things done Experiencing of managing an FP&A team and owning an annual budgeting process Ability to work cross functionally, with strong reporting acumen and in-depth knowledge of financial regulations Strong attention to detail and ability to identify and resolve issues proactively Experience of working at an Executive level in terms of report writing and presentations Strong financial modelling and analytical capabilities, with advanced Excel skills Exceptional communication and presentation skills with the ability to influence and collaborate effectively across all levels of the organisation Proactive, results-oriented, and commercial mindset with the ability to thrive in a fast paced, high growth environment A clear and logical approach to problem solving with the ability to interpret both financial and non-financial impacts of commercial decisions. Interview process The selection process will incorporate competency-based questions including an assessment of your technical knowledge and transferable skills. For candidates who progress to the next stage, there will be an online psychometric assessment and a presentation to prepare and deliver. Working Schedule We are looking for an experienced Head of Financial Planning and Analysis to join our team, based in Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. We offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office. Why us? Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments. To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do. What's on offer? Discretionary annual bonus & annual pay review 25 days holiday plus bank holidays and 1-day additional Christmas closure time Option to purchase an additional 5 days holiday per year Flexible working options available, including hybrid working Pension scheme up to 11% employer contribution Sharesave scheme - have a real stake in HL's future Income Protection & Life insurance (4 x salary core level of cover) Health care cash plans - including optical, dental, and out patientcare and an Employee Assistance Programme Gympass - gym memberships and wellbeing apps available Variety of travel to work schemes with free bike storage and shower facilities An inhouse barista serving subsidised coffee and snacks Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year) LifeWorks Discounts on services, restaurants and retailers Depending on role level up to 30 days depending on role level & increasing with length of service We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you! Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age. This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information. Please note, we are unable to provide employment sponsorship to candidates.
Apr 16, 2024
Full time
Excited to grow your career? Our purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL. About the role Due to the growth of HL's Finance function, we have an exciting and rewarding opportunity for an experienced Head of Financial Planning and Analysis, to take responsibility for HL wide financial performance reporting, budgeting, and planning processes. You will Business Partner with the Finance SLT, as well as working closely with Executive Directors and ELT to create Budgets and Strategic Plans, support external reporting processes, and regulatory (e.g. ICARA) deliverables. You will coach and lead the FP&A team to deliver insight and analysis that delivers high quality growth. What you'll be doing Lead and mentor a small team of qualified finance professionals. Establish clear OKRs for the team and drive excellence in financial analysis and reporting Responsible for HL wide performance reporting, planning (in-year through to 10+ year projections), and partner with the Finance Transformation Lead to deliver Systems & Process improvement Business Partner to Finance SLT, working closely with Executive Directors and ELT to create Budgets and Strategic Plans, support all external reporting (Qtrly, HY, and FY announcement) and regulatory (e.g. ICARA) deliverables, and offer insights, analysis and commentary to stakeholders while challenging the business as needed Own the production of Quarterly Reforecasts, Budgets and 3YPs. Lead the evolution of our planning journey, shortening planning cycles, improving HL-wide linkage, clarity of planning assumptions, scenario analysis (both internal and external), ensuring that financial projections are underpinned with strong strategic plans with activities and dependencies clearly understood Deliver excellent stakeholder management, up and across the organisation. Ensure active engagement of all stakeholders, and appropriate challenge inputs Identify efficiencies, opportunities, and risks, and propose mitigation / execution plans as necessary Coach the FP&A team, and where necessary design, maintain and evolve integrated planning models, offline and system native, fit for the intended purpose e.g. Exec vs middle management, entity vs PLC, in-year vs 10+ years Drive the evolution of HL wide performance reporting. Deliver best in class reporting for 'Lines of Business' (LoB) that support LoB / Product / Channel leadership drive performance and plan delivery Ensure financials are augmented with non-financial information, cost drivers are clearly understood, and directly and non-direct recharges are appropriate Drive product and LoB / Product / Channel profitability analysis and reporting, to support commercial decision making and our annual assessment of value process Lead the financial evaluation of the Strategy Programme portfolio, working closing with the FBP to the Transformation Office. Ensure HL's strategic investment capital is optimally allocated, and that in-project & post-project reviews surface lessons learnt Working with our Financial Control colleagues, deliver efficiency improvements to the month-end close process, including the production, communication & review of performance materials Strive to maximise the efficiency and effectiveness of our financial systems, removing wherever possible non-value add effort, and putting the right information in the hands of senior leadership in as timely and efficient a way as possible Champion the HL 'Save to Invest' strategy and the pursuit of efficiency throughout all reporting outputs, performance conversations, and planning cycles. Drive profitable growth, and create plan that deliver positive operating leverage, optimised investment of labour and capital Ensure compliance with relevant financial regulations, reporting standards and industry best practice, working closely with Financial Control and Risk and Compliance teams where necessary. About you Qualified accountant (ACCA, CIMA, CIPFA, ACA) with current technical knowledge Significant experience in Financial Planning and Analysis (FP&A) with exposure in a leadership role, ideally within Financial Services Ability to understand the strategic business goals of an organisation, with the ability to 'look beyond the numbers' and understand the wider business context Excellent analytical and problem-solving skills with the ability to translate complex financial data into actionable insights Ability to work flexibly with conflicting demands so that work is scheduled to meet changing priorities and deadlines Plans and organises own workload effectively and get things done Experiencing of managing an FP&A team and owning an annual budgeting process Ability to work cross functionally, with strong reporting acumen and in-depth knowledge of financial regulations Strong attention to detail and ability to identify and resolve issues proactively Experience of working at an Executive level in terms of report writing and presentations Strong financial modelling and analytical capabilities, with advanced Excel skills Exceptional communication and presentation skills with the ability to influence and collaborate effectively across all levels of the organisation Proactive, results-oriented, and commercial mindset with the ability to thrive in a fast paced, high growth environment A clear and logical approach to problem solving with the ability to interpret both financial and non-financial impacts of commercial decisions. Interview process The selection process will incorporate competency-based questions including an assessment of your technical knowledge and transferable skills. For candidates who progress to the next stage, there will be an online psychometric assessment and a presentation to prepare and deliver. Working Schedule We are looking for an experienced Head of Financial Planning and Analysis to join our team, based in Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. We offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office. Why us? Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments. To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do. What's on offer? Discretionary annual bonus & annual pay review 25 days holiday plus bank holidays and 1-day additional Christmas closure time Option to purchase an additional 5 days holiday per year Flexible working options available, including hybrid working Pension scheme up to 11% employer contribution Sharesave scheme - have a real stake in HL's future Income Protection & Life insurance (4 x salary core level of cover) Health care cash plans - including optical, dental, and out patientcare and an Employee Assistance Programme Gympass - gym memberships and wellbeing apps available Variety of travel to work schemes with free bike storage and shower facilities An inhouse barista serving subsidised coffee and snacks Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year) LifeWorks Discounts on services, restaurants and retailers Depending on role level up to 30 days depending on role level & increasing with length of service We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you! Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age. This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information. Please note, we are unable to provide employment sponsorship to candidates.
Company: Finning (UK) Ltd Number of Openings: 1 Worker Type: Permanent Position Overview: We are currently seeking a dynamic and experienced individual to fill the role of Head of Sales in Scotland. This pivotal position requires a proven leader with a strong track record in driving sales growth and managing teams in demanding environments. As the Head of Sales, you will be responsible for navigating complex market landscapes, developing strategic initiatives, and leading our sales team to achieve ambitious targets. If you possess the leadership skills and expertise necessary to thrive in this challenging role, we invite you to apply and join us in shaping the future of our sales operations. Job Description: Major Job Functions: Lead the area (regional) sales team in both capital equipment and aftermarket through a culture of data-based sales management, accountability for outcomes, customer intimacy through excellent account management, coupled with new customer acquisition through a hunting and conquest mentality, measured on a simple performance dashboard Developing and executing an area (regional) sales plan in line with our go-to-market strategies for the business, focused on moving the customer relationship from transactional through to account management, and finally to fleet management in the spirit of our strategic ambition to partner with our customers for the life of the asset. Own the area (regional) performance of the used, rental and technology solutions, elevating the profile and performance of each to deliver a balanced portfolio of CI business within the geography. Full people Leadership, including Health, Safety, Talent Development, Inclusion & Diversity of a high-performance team. Mentor, lead and create the sales talent pipeline. Responsible for achievement of all targets / performance including - Market Share (PINs), Participation, POPS-C, DCAL, Sales Excellence, Customer Experience, Full Income Statement and Working Capital across all Areas of responsibility. Also responsible for Annual, Quarterly and Monthly Budgeting / Forecasting. Working in close partnership with Caterpillar, communicating and holding key relationships including, but not limited to: General Construction Industries Division (GCI), Construction Industries Services Division (CISD), Building & Construction Product Division (BCP), Paving Division, District Office and CAT Technology Team. Work in close collaboration with Supply Chain, Finance and all relevant stakeholders to accurately forecast revenue / deliveries and carefully manage / maintain accountability to ensure outcomes match the forecast. Maintain personal relationships with all large, high-profile, strategically important, or influential customers within your area (region). Collate in-depth industry knowledge within your area (region) and communicate an executive summary regularly to senior leaders. New Product Introduction (NPI) including Equipment and Technologies to ensure opportunities are identified and matched to relevant high-potential customers and their needs. Benefits: In addition to a competitive salary, 25 days holiday, an annual management bonus, life insurance, up to 7% pension, access to the company's share scheme, private medical insurance, and car allowance, you will benefit from: Enhanced maternity and paternity packages Family-friendly policies to support working parents Enhanced flexible working options Support from a team of 40+ Mental Health first-aiders Employee wellbeing solutions Electric car scheme (UK) The opportunity to work with your charity of choice Length of service or recognition awards. Specific Skills: Demonstrable Leadership skills with the ability to communicate at all levels of the business and lead through deep collaboration across the business Strategic planning and timely strategy execution Strong commercial acumen Adept in customer facing situations with outstanding, communication, presentation, negotiation and influencing skills Time management skills and the ability to prioritize multiple tasks with varying timelines, often under high degrees of pressure Proven problem solving and decision-making skills Self-motivated, and ability to work with minimal supervision Leadership of high-performance teams both within sales and operations Proven & demonstratable change management skills, comfortable with initiating and delivering change to enable profitable growth Highly collaborative Ability to network and build relationships, internally and externally (Customers, Caterpillar, Partners etc.) Knowledge: Proven (10+ years) experience in a senior sales leadership position Knowledge of customers and competitors within our regional business Caterpillar or distribution organisation awareness Understands marketing programs in relation to the pricing of the assigned product Knowledge of logistics, inventory management and related processes Industry knowledge across extraction, waste and civil engineering customer segments Accountability: Up to 15 direct reports Annual sales turnover of between £50m and £125m depending on territory and year Development of go to market sales and marketing plans for the area of business Manage sales pipeline, from opportunity to execution to maximise growth of new, used equipment, rental, rebuilds, contracts, parts and service sales. Maintain a healthy backlog aligned to the annual revenue plan throughout each quarter. Achieve targeted sales record card numbers on a monthly basis to ensure dealer pay for performance targets are reached and exceeded Achieve Caterpillar parts STU target on a monthly basis Accountable for Construction Industries New, Used, Rental, Parts & Service sales revenues and gross profit to meet or exceed budget in your area (region) Accountable for the development of a healthy sales pipeline demonstrable by backlog measure Manage Construction Industries expenses, and work with sales enablement and supply chain to deliver EBIT target through process discipline To drive successful outcomes in tenders with major customers Contribute additional revenues through growth in work tools, technology, connectivity, consultancy, finance and CVAs. Manage problem and complaint resolution, providing solutions that improve customer loyalty and reduce Finning cost Accountable for customer satisfaction measures within the business area, efficient management of customer disputes Achieve zero LTAs through a robust, participative management of health and safety within the business At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.
Apr 16, 2024
Full time
Company: Finning (UK) Ltd Number of Openings: 1 Worker Type: Permanent Position Overview: We are currently seeking a dynamic and experienced individual to fill the role of Head of Sales in Scotland. This pivotal position requires a proven leader with a strong track record in driving sales growth and managing teams in demanding environments. As the Head of Sales, you will be responsible for navigating complex market landscapes, developing strategic initiatives, and leading our sales team to achieve ambitious targets. If you possess the leadership skills and expertise necessary to thrive in this challenging role, we invite you to apply and join us in shaping the future of our sales operations. Job Description: Major Job Functions: Lead the area (regional) sales team in both capital equipment and aftermarket through a culture of data-based sales management, accountability for outcomes, customer intimacy through excellent account management, coupled with new customer acquisition through a hunting and conquest mentality, measured on a simple performance dashboard Developing and executing an area (regional) sales plan in line with our go-to-market strategies for the business, focused on moving the customer relationship from transactional through to account management, and finally to fleet management in the spirit of our strategic ambition to partner with our customers for the life of the asset. Own the area (regional) performance of the used, rental and technology solutions, elevating the profile and performance of each to deliver a balanced portfolio of CI business within the geography. Full people Leadership, including Health, Safety, Talent Development, Inclusion & Diversity of a high-performance team. Mentor, lead and create the sales talent pipeline. Responsible for achievement of all targets / performance including - Market Share (PINs), Participation, POPS-C, DCAL, Sales Excellence, Customer Experience, Full Income Statement and Working Capital across all Areas of responsibility. Also responsible for Annual, Quarterly and Monthly Budgeting / Forecasting. Working in close partnership with Caterpillar, communicating and holding key relationships including, but not limited to: General Construction Industries Division (GCI), Construction Industries Services Division (CISD), Building & Construction Product Division (BCP), Paving Division, District Office and CAT Technology Team. Work in close collaboration with Supply Chain, Finance and all relevant stakeholders to accurately forecast revenue / deliveries and carefully manage / maintain accountability to ensure outcomes match the forecast. Maintain personal relationships with all large, high-profile, strategically important, or influential customers within your area (region). Collate in-depth industry knowledge within your area (region) and communicate an executive summary regularly to senior leaders. New Product Introduction (NPI) including Equipment and Technologies to ensure opportunities are identified and matched to relevant high-potential customers and their needs. Benefits: In addition to a competitive salary, 25 days holiday, an annual management bonus, life insurance, up to 7% pension, access to the company's share scheme, private medical insurance, and car allowance, you will benefit from: Enhanced maternity and paternity packages Family-friendly policies to support working parents Enhanced flexible working options Support from a team of 40+ Mental Health first-aiders Employee wellbeing solutions Electric car scheme (UK) The opportunity to work with your charity of choice Length of service or recognition awards. Specific Skills: Demonstrable Leadership skills with the ability to communicate at all levels of the business and lead through deep collaboration across the business Strategic planning and timely strategy execution Strong commercial acumen Adept in customer facing situations with outstanding, communication, presentation, negotiation and influencing skills Time management skills and the ability to prioritize multiple tasks with varying timelines, often under high degrees of pressure Proven problem solving and decision-making skills Self-motivated, and ability to work with minimal supervision Leadership of high-performance teams both within sales and operations Proven & demonstratable change management skills, comfortable with initiating and delivering change to enable profitable growth Highly collaborative Ability to network and build relationships, internally and externally (Customers, Caterpillar, Partners etc.) Knowledge: Proven (10+ years) experience in a senior sales leadership position Knowledge of customers and competitors within our regional business Caterpillar or distribution organisation awareness Understands marketing programs in relation to the pricing of the assigned product Knowledge of logistics, inventory management and related processes Industry knowledge across extraction, waste and civil engineering customer segments Accountability: Up to 15 direct reports Annual sales turnover of between £50m and £125m depending on territory and year Development of go to market sales and marketing plans for the area of business Manage sales pipeline, from opportunity to execution to maximise growth of new, used equipment, rental, rebuilds, contracts, parts and service sales. Maintain a healthy backlog aligned to the annual revenue plan throughout each quarter. Achieve targeted sales record card numbers on a monthly basis to ensure dealer pay for performance targets are reached and exceeded Achieve Caterpillar parts STU target on a monthly basis Accountable for Construction Industries New, Used, Rental, Parts & Service sales revenues and gross profit to meet or exceed budget in your area (region) Accountable for the development of a healthy sales pipeline demonstrable by backlog measure Manage Construction Industries expenses, and work with sales enablement and supply chain to deliver EBIT target through process discipline To drive successful outcomes in tenders with major customers Contribute additional revenues through growth in work tools, technology, connectivity, consultancy, finance and CVAs. Manage problem and complaint resolution, providing solutions that improve customer loyalty and reduce Finning cost Accountable for customer satisfaction measures within the business area, efficient management of customer disputes Achieve zero LTAs through a robust, participative management of health and safety within the business At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.
This is an exciting opportunity to join a growing team in an in-house role at this leading provider of multi-disciplinary consulting services. Reporting to the Legal & Risk Director you will play a key role in the legal risk management of the business working directly on contracts and legal advice. The right person will be working on construction and engineering contracts which includes reviewing, assessing, drafting, and negotiating. They will help to draft and deliver legal training. Review compliance requirements and updating the processes as and when required. Assisting with company secretarial tasks and managing of non-PII insurance claims and coverage. You will be a strong communicator with a proven ability to influence and negotiate at both an operational and Senior level. Key Accountabilities: Leadership Team management and organisation Contract Reviews Contract management Managing contract reviews and negotiations (supported by team members) Drafting and advising on complex commercial agreements Legal Support Planning and implementing corporate projects (e.g. restructures). Undertaking M&A due diligence Managing payment disputes Reviewing compliance requirements and updating processes Managing company secretarial requirements. General advice to RSBG companies Template Library Managing template document requirements. Risk Management Process reviews and revisions Training Organising and providing in-person and virtual training to senior teams Insurance Assisting RSBG UK brands with insurance enquiries. Arranging ad-hoc or additional cover to support business needs (e.g. travel, motor and property requirements). Experience: 4+ years in the construction industry preferably in an in-house legal role Must have experience working on construction or commercial contracts Qualifications LLB, LPC We offer a hybrid working policy, you will be required to work in the office 1 day a week and attend a monthly meeting in London.
Apr 16, 2024
Full time
This is an exciting opportunity to join a growing team in an in-house role at this leading provider of multi-disciplinary consulting services. Reporting to the Legal & Risk Director you will play a key role in the legal risk management of the business working directly on contracts and legal advice. The right person will be working on construction and engineering contracts which includes reviewing, assessing, drafting, and negotiating. They will help to draft and deliver legal training. Review compliance requirements and updating the processes as and when required. Assisting with company secretarial tasks and managing of non-PII insurance claims and coverage. You will be a strong communicator with a proven ability to influence and negotiate at both an operational and Senior level. Key Accountabilities: Leadership Team management and organisation Contract Reviews Contract management Managing contract reviews and negotiations (supported by team members) Drafting and advising on complex commercial agreements Legal Support Planning and implementing corporate projects (e.g. restructures). Undertaking M&A due diligence Managing payment disputes Reviewing compliance requirements and updating processes Managing company secretarial requirements. General advice to RSBG companies Template Library Managing template document requirements. Risk Management Process reviews and revisions Training Organising and providing in-person and virtual training to senior teams Insurance Assisting RSBG UK brands with insurance enquiries. Arranging ad-hoc or additional cover to support business needs (e.g. travel, motor and property requirements). Experience: 4+ years in the construction industry preferably in an in-house legal role Must have experience working on construction or commercial contracts Qualifications LLB, LPC We offer a hybrid working policy, you will be required to work in the office 1 day a week and attend a monthly meeting in London.
Excited to grow your career? Our purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL. About the role Due to the growth of HL's Finance function, we have a rewarding opportunity for an experienced Head of Finance - Client, who will be the Finance Business Partner to Commercial leadership. The successful candidate will partner with HL leadership to create and deliver ambitious product and channel financial plans that deliver high quality growth, and good client and colleague outcomes. You will also deliver insightful forward looking financial management information that ensures plan delivery, managing both risk and opportunity. What you'll be doing A Finance Business Partner to C-Suite Commercial leadership Lead a small team of qualified accountants and treasury professionals Co-Author three Year Plan (3YP) and Budget with C-Suite leadership, spanning all lines of business, sales channels, and multiple entities Deliver the Budget, ensuring risks and opportunities are proactively mitigated / acted upon, in relation to both internal and external developments Income Statement & Balance Sheet responsibility, spanning both Underlying & Strategic investment Accountable for optimising Treasury strategy, including balancing client outcomes with commercial outcomes, and the optimal placement of client cash c.£12bn of assets Champion our 'Save to Invest' strategy and the pursuit of efficiency; ensure that all growth is profitable, and the delivery of positive operating leverage. Ensure all resource is allocated for best return, and always aligned with the overall HL plan Constantly improve management information to drive decision making, ensuring 'so what' in all outputs, balancing looking backwards (25%) and the forwards view (75%) Review, challenge, and recommend to the ELT high quality plans and forecasts. Ensure financial projections are underpinned with commercial plans Drive investment cases to improve our proposition, pricing, client and colleague incentive structure, OD optimisation and so on to deliver our HL OKRs and 3YP Initiate and sponsor value add analysis, working right across the business and leadership teams. Ensure alignment with Consumer Duty framework and our Assessment of Value obligations. Be a balanced voice of the client, colleague, and shareholder Own finance risk and controls maturity for Commercial & Product functions. Risks are identified and registered, and remediation plans put in to place & delivered Seek out market share opportunities by leveraging competitor analysis and benchmarking Build deep understand our products and services, our clients, and their journeys Evolve our processes and ways of working to drive continuous improvement and efficiency About you A qualified accountant (ACCA, CIMA, CIPFA, ACA) with significant post qualification experience ideally gained within a digitally led financial services organisation Proven experience in a Commercial finance role in a leadership role, working with multiple key stakeholders Ability to understand the strategic business goals of an organisation, with the ability to 'look beyond the numbers' and understand the wider business context Excellent analytical and problem-solving skills with the ability to translate complex financial data into actionable insights Strong track record in influencing decision making within a business and driving business performance Ability to work flexibly with conflicting demands so that work is scheduled to meet changing priorities and deadlines. Ability to plan and organise own workload effectively and get things done Experienced in developing a team and building capability Ability to work cross functionally, with strong reporting acumen and in-depth knowledge of financial regulations Strong attention to detail and ability to identify and resolve issues proactively Experience of working at an Executive level in terms of report writing and presentations Strong financial modelling and analytical capabilities, with advanced Excel skills Exceptional communication and presentation skills with the ability to influence and collaborate effectively across all levels of the organisation Proactive, results-oriented, and commercial mindset with the ability to thrive in a fast paced, high growth environment A clear and logical approach to problem solving with the ability to interpret both financial and non-financial impacts of commercial decisions. Interview process The selection process will incorporate competency-based questions including an assessment of your technical knowledge and transferable skills. For candidates who progress to the next stage, there will be an online psychometric assessment and a presentation to prepare and deliver. Working Schedule We are looking for an experienced Head of Finance - Client to join our team, based in Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. We offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office. Why us? Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments. To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do. What's on offer? Discretionary annual bonus & annual pay review 25 days holiday plus bank holidays and 1-day additional Christmas closure time Option to purchase an additional 5 days holiday per year Flexible working options available, including hybrid working Pension scheme up to 11% employer contribution Sharesave scheme - have a real stake in HL's future Income Protection & Life insurance (4 x salary core level of cover) Health care cash plans - including optical, dental, and out patientcare and an Employee Assistance Programme Gympass - gym memberships and wellbeing apps available Variety of travel to work schemes with free bike storage and shower facilities An inhouse barista serving subsidised coffee and snacks Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year) LifeWorks Discounts on services, restaurants and retailers Depending on role level up to 30 days depending on role level & increasing with length of service We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you! Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age. This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information. Please note, we are unable to provide employment sponsorship to candidates.
Apr 16, 2024
Full time
Excited to grow your career? Our purpose is to empower people to save and invest with confidence. We are looking for great people to join us, so please come and invest in YOUR future at HL. About the role Due to the growth of HL's Finance function, we have a rewarding opportunity for an experienced Head of Finance - Client, who will be the Finance Business Partner to Commercial leadership. The successful candidate will partner with HL leadership to create and deliver ambitious product and channel financial plans that deliver high quality growth, and good client and colleague outcomes. You will also deliver insightful forward looking financial management information that ensures plan delivery, managing both risk and opportunity. What you'll be doing A Finance Business Partner to C-Suite Commercial leadership Lead a small team of qualified accountants and treasury professionals Co-Author three Year Plan (3YP) and Budget with C-Suite leadership, spanning all lines of business, sales channels, and multiple entities Deliver the Budget, ensuring risks and opportunities are proactively mitigated / acted upon, in relation to both internal and external developments Income Statement & Balance Sheet responsibility, spanning both Underlying & Strategic investment Accountable for optimising Treasury strategy, including balancing client outcomes with commercial outcomes, and the optimal placement of client cash c.£12bn of assets Champion our 'Save to Invest' strategy and the pursuit of efficiency; ensure that all growth is profitable, and the delivery of positive operating leverage. Ensure all resource is allocated for best return, and always aligned with the overall HL plan Constantly improve management information to drive decision making, ensuring 'so what' in all outputs, balancing looking backwards (25%) and the forwards view (75%) Review, challenge, and recommend to the ELT high quality plans and forecasts. Ensure financial projections are underpinned with commercial plans Drive investment cases to improve our proposition, pricing, client and colleague incentive structure, OD optimisation and so on to deliver our HL OKRs and 3YP Initiate and sponsor value add analysis, working right across the business and leadership teams. Ensure alignment with Consumer Duty framework and our Assessment of Value obligations. Be a balanced voice of the client, colleague, and shareholder Own finance risk and controls maturity for Commercial & Product functions. Risks are identified and registered, and remediation plans put in to place & delivered Seek out market share opportunities by leveraging competitor analysis and benchmarking Build deep understand our products and services, our clients, and their journeys Evolve our processes and ways of working to drive continuous improvement and efficiency About you A qualified accountant (ACCA, CIMA, CIPFA, ACA) with significant post qualification experience ideally gained within a digitally led financial services organisation Proven experience in a Commercial finance role in a leadership role, working with multiple key stakeholders Ability to understand the strategic business goals of an organisation, with the ability to 'look beyond the numbers' and understand the wider business context Excellent analytical and problem-solving skills with the ability to translate complex financial data into actionable insights Strong track record in influencing decision making within a business and driving business performance Ability to work flexibly with conflicting demands so that work is scheduled to meet changing priorities and deadlines. Ability to plan and organise own workload effectively and get things done Experienced in developing a team and building capability Ability to work cross functionally, with strong reporting acumen and in-depth knowledge of financial regulations Strong attention to detail and ability to identify and resolve issues proactively Experience of working at an Executive level in terms of report writing and presentations Strong financial modelling and analytical capabilities, with advanced Excel skills Exceptional communication and presentation skills with the ability to influence and collaborate effectively across all levels of the organisation Proactive, results-oriented, and commercial mindset with the ability to thrive in a fast paced, high growth environment A clear and logical approach to problem solving with the ability to interpret both financial and non-financial impacts of commercial decisions. Interview process The selection process will incorporate competency-based questions including an assessment of your technical knowledge and transferable skills. For candidates who progress to the next stage, there will be an online psychometric assessment and a presentation to prepare and deliver. Working Schedule We are looking for an experienced Head of Finance - Client to join our team, based in Bristol head office, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. We offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office. Why us? Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments. To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do. What's on offer? Discretionary annual bonus & annual pay review 25 days holiday plus bank holidays and 1-day additional Christmas closure time Option to purchase an additional 5 days holiday per year Flexible working options available, including hybrid working Pension scheme up to 11% employer contribution Sharesave scheme - have a real stake in HL's future Income Protection & Life insurance (4 x salary core level of cover) Health care cash plans - including optical, dental, and out patientcare and an Employee Assistance Programme Gympass - gym memberships and wellbeing apps available Variety of travel to work schemes with free bike storage and shower facilities An inhouse barista serving subsidised coffee and snacks Join HL's sports, I&D networks and volunteering groups (two paid volunteering days per year) LifeWorks Discounts on services, restaurants and retailers Depending on role level up to 30 days depending on role level & increasing with length of service We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you! Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age. This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information. Please note, we are unable to provide employment sponsorship to candidates.
Ready to make the best career decision of your life? Warning If OTE of £160K is what attracted you to this role then we're probably not going to be a good match. Read on and we'll tell you why Actionstep UK is innovating and growing faster than anyone else in the legal practice management software space. We've grown 10x in 3 years and continue to grow 25% each quarter. Yes, we have a market-leading SaaS solution BUT what sets us apart is our people. Our team is world class - highly-focussed, strategic, resourceful, creative and entrepreneurial. And these are the traits we are looking for in our new UK Sales Account Executive. This is a rare opportunity to join something very special. We are a compact team with high-focus generating phenomenal results. Our solution is trusted & solves many pain points for legal firms, so we are looking for a consultative-focussed Sales Consultant who can prosper by creatively solving problems vs quick-fire transactional selling The planets have aligned for Actionstep and if you're content with our forecasted £160K OTE you're simply not geared up to maximise the full scale of the opportunities that await. If however, the prospect of earning £250K excites and motivates, then we're aligned and we'd love to hear from you. We want people who want to build something, scale their career 2-3 times faster, and are not ashamed to want to make some money in the process. Ready to be part of something awesome? Role Info: UK Sales Account Director UK Remote with travel to client meetings and periodic London meet-ups Up to £80,000 Base, £160,000 OTE Uncapped Plus great benefits & Perks Company: Comprehensive legal business management platform for midsize law firms. Pedigree: Fast growing, dynamic Saas business with a global customer base and team. Team: Global leadership team Your Background / Skills: Legal Practice Management Software Sales, Legal-Tech Sales, B2B SaaS Sales. Who we are: Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specialising in the delivery of Legal Practice Management software. We are a fast growing, dynamic business with a global customer base and team. We are expanding our commercial team to drive our business growth in the UK market and are currently looking for a UK Director of Partnerships to join the team. The UK Sales Account Director Role: Based in the UK, you will have proven SaaS software sales experience in the Legal Industry. In this opportunity, you will grow the Actionstep customer base and meet sales targets through successful sales delivery of the Actionstep value proposition. As someone who is self-motivated and results orientated, you will generate new customer opportunities through effective prospecting and delivery of outbound activities. This is a fantastic chance to make an impact in a successful cloud-based technology business. Prospect and develop relationships in key customer groups and regions to generate sales opportunities and grow the customer base. About You: + You live and breathe sales + You like having flexibility and autonomy in your work + Motivated to be the best + Commercially driven by financial rewards balanced with purpose and integrity Skills & Ability: + 5+ years SaaS sales experience + Exposure to and knowledge of the legal industry (practice management software experience is a big plus) + Proven track record of IT/SaaS sales (meeting and exceeding targets) + Ability to assess customer needs and build strong, trusted relationships at all levels + Willing to go the extra mile with a strong work ethic; self-directed and resourceful + Strong technical aptitude and the desire to become deeply fluent in Actionstep's technology and the industry + High energy and positive attitude + Strong presentation skills + Excellent verbal and written communication skills + Ability to work in a fast-paced environment with minimal supervision + Has the ability to research, identify, qualify, drive and close opportunities + Able to work autonomously yet contribute effectively as a team player + Experience using Salesforce CRM What we offer in return: + Further develop and grow your sales technique with the support and sponsorship of your sales leadership + Flexible working + Unlimited leave + Competitive salary + Pension contributions + Private medical, dental and life insurance (coming soon) + Socials, lunches and team-building events + Outstanding office overlooking St. Katharine's Docks, with free barista-made espresso drinks and free beer on tap + Relaxed and friendly team who genuinely care about and trust one another + Fantastic training and development opportunities Sounds like a good fit? Apply here for a fast-track path to our Regional VP. Application notice We take your privacy seriously. As you might expect you may be contacted by email, text or telephone. Your data is processed by our talent partner RR (Recruitment Revolution) on the basis of their legitimate interests in fulfilling the recruitment process. Please refer to their Data Privacy Policy & Notice on their website for further details. Apply for this Job Full Name: Email: Phone Number: Upload a CV: Cover Note: OR upload your Cover Note: We take your privacy seriously and will only use your personal information to administer your application. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. We may contact you by email, text or telephone. This processing is conducted lawfully on the basis of our legitimate interests. We use third party service providers in order to process your application swiftly and securely and to keep you updated. Please refer to our Data Privacy Policy & Notice for further details. If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.
Apr 16, 2024
Full time
Ready to make the best career decision of your life? Warning If OTE of £160K is what attracted you to this role then we're probably not going to be a good match. Read on and we'll tell you why Actionstep UK is innovating and growing faster than anyone else in the legal practice management software space. We've grown 10x in 3 years and continue to grow 25% each quarter. Yes, we have a market-leading SaaS solution BUT what sets us apart is our people. Our team is world class - highly-focussed, strategic, resourceful, creative and entrepreneurial. And these are the traits we are looking for in our new UK Sales Account Executive. This is a rare opportunity to join something very special. We are a compact team with high-focus generating phenomenal results. Our solution is trusted & solves many pain points for legal firms, so we are looking for a consultative-focussed Sales Consultant who can prosper by creatively solving problems vs quick-fire transactional selling The planets have aligned for Actionstep and if you're content with our forecasted £160K OTE you're simply not geared up to maximise the full scale of the opportunities that await. If however, the prospect of earning £250K excites and motivates, then we're aligned and we'd love to hear from you. We want people who want to build something, scale their career 2-3 times faster, and are not ashamed to want to make some money in the process. Ready to be part of something awesome? Role Info: UK Sales Account Director UK Remote with travel to client meetings and periodic London meet-ups Up to £80,000 Base, £160,000 OTE Uncapped Plus great benefits & Perks Company: Comprehensive legal business management platform for midsize law firms. Pedigree: Fast growing, dynamic Saas business with a global customer base and team. Team: Global leadership team Your Background / Skills: Legal Practice Management Software Sales, Legal-Tech Sales, B2B SaaS Sales. Who we are: Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specialising in the delivery of Legal Practice Management software. We are a fast growing, dynamic business with a global customer base and team. We are expanding our commercial team to drive our business growth in the UK market and are currently looking for a UK Director of Partnerships to join the team. The UK Sales Account Director Role: Based in the UK, you will have proven SaaS software sales experience in the Legal Industry. In this opportunity, you will grow the Actionstep customer base and meet sales targets through successful sales delivery of the Actionstep value proposition. As someone who is self-motivated and results orientated, you will generate new customer opportunities through effective prospecting and delivery of outbound activities. This is a fantastic chance to make an impact in a successful cloud-based technology business. Prospect and develop relationships in key customer groups and regions to generate sales opportunities and grow the customer base. About You: + You live and breathe sales + You like having flexibility and autonomy in your work + Motivated to be the best + Commercially driven by financial rewards balanced with purpose and integrity Skills & Ability: + 5+ years SaaS sales experience + Exposure to and knowledge of the legal industry (practice management software experience is a big plus) + Proven track record of IT/SaaS sales (meeting and exceeding targets) + Ability to assess customer needs and build strong, trusted relationships at all levels + Willing to go the extra mile with a strong work ethic; self-directed and resourceful + Strong technical aptitude and the desire to become deeply fluent in Actionstep's technology and the industry + High energy and positive attitude + Strong presentation skills + Excellent verbal and written communication skills + Ability to work in a fast-paced environment with minimal supervision + Has the ability to research, identify, qualify, drive and close opportunities + Able to work autonomously yet contribute effectively as a team player + Experience using Salesforce CRM What we offer in return: + Further develop and grow your sales technique with the support and sponsorship of your sales leadership + Flexible working + Unlimited leave + Competitive salary + Pension contributions + Private medical, dental and life insurance (coming soon) + Socials, lunches and team-building events + Outstanding office overlooking St. Katharine's Docks, with free barista-made espresso drinks and free beer on tap + Relaxed and friendly team who genuinely care about and trust one another + Fantastic training and development opportunities Sounds like a good fit? Apply here for a fast-track path to our Regional VP. Application notice We take your privacy seriously. As you might expect you may be contacted by email, text or telephone. Your data is processed by our talent partner RR (Recruitment Revolution) on the basis of their legitimate interests in fulfilling the recruitment process. Please refer to their Data Privacy Policy & Notice on their website for further details. Apply for this Job Full Name: Email: Phone Number: Upload a CV: Cover Note: OR upload your Cover Note: We take your privacy seriously and will only use your personal information to administer your application. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. We may contact you by email, text or telephone. This processing is conducted lawfully on the basis of our legitimate interests. We use third party service providers in order to process your application swiftly and securely and to keep you updated. Please refer to our Data Privacy Policy & Notice for further details. If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.
Job Title: Private Client Solicitor Location: Central London Salary: Can be discussed but usually £70,000 to £90,000 DoE Department: Private Client About Our Client Our esteemed client is a distinguished firm of solicitors with 45 partners and approximately 200 staff members. Situated in the prestigious location of Lincoln's Inn since 1770, our client offers specialised legal services to both private and commercial clients. Renowned for their expertise in family and private client work, they are among the leading firms in the UK in this specialised field. Additionally, our client boasts an outstanding reputation in various other areas of law, as recognised by Chambers and Legal 500. Description: The Private Client department comprises two sections: the legal section and the tax and trust section. The legal section, staffed with solicitors and legal executives specialising in probate and estate administration, collaborates closely with the trust and tax section, which consists of qualified and unqualified trust and tax accountants and practitioners. As a Private Client Solicitor, you will assist Partners and team members in providing comprehensive lifetime and testamentary tax and estate planning advice, preparing wills, trust documentation, and offering guidance on tax and trust matters. Responsibilities: - Provide tax and estate planning advice, trust structuring advice, and prepare wills and related testamentary documents. - Collaborate closely with the tax and trust team to ensure seamless service delivery. - Advise on inheritance tax, capital gains tax, trust and company law, probate, and mental capacity matters. - Offer advice to resident and non-resident individuals, trustees, and family offices on various UK tax legislations affecting their investments. - Assist in pre-immigration and emigration planning, trust creation and distribution strategies, estate administration, and tax-efficient asset structuring. - Handle tax and trust matters related to divorce, contentious trust, and probate claims, charities, philanthropy, and family-owned businesses. - Stay updated with changes in legislation and market developments. Qualifications: - Strong background in Private Client work. - Good knowledge of tax, trust, and private client law. - Excellent communication skills, both written and verbal. - Ability to work collaboratively as part of a team. - Track record of meeting time targets and billing requirements. - Desire and ability to stay abreast of legislative changes and market developments. - 4-6 Years PQE as a private client solicitor. Remuneration Package: - Salary: Can be discussed but would usually range from around £70,000 to £90,000 DoE Other Benefits: - 4x Life Assurance - Permanent Health Insurance - Medical Insurance (after successful completion of probation period) - BUPA Cash plan (after successful completion of probation period) - BUPA Health Assessment (after successful completion of probation period) - BUPA Dental - Auto-enrolment in the firm's Group Personal Pension Scheme (after 1 complete calendar month qualifying period) - Discretionary Bonus Scheme and Introduction Bonus Scheme - Interest-free season ticket loan after 3 months - Cycle to Work Scheme - Holiday Purchase - Wellbeing Programme - Gym flex - 28 days holiday We look forward to welcoming a dedicated and talented individual to our client's esteemed firm. Law Staff Limited 8, Hardy Close Longstanton Cambridge CB24 3GU United Kingdom
Apr 16, 2024
Full time
Job Title: Private Client Solicitor Location: Central London Salary: Can be discussed but usually £70,000 to £90,000 DoE Department: Private Client About Our Client Our esteemed client is a distinguished firm of solicitors with 45 partners and approximately 200 staff members. Situated in the prestigious location of Lincoln's Inn since 1770, our client offers specialised legal services to both private and commercial clients. Renowned for their expertise in family and private client work, they are among the leading firms in the UK in this specialised field. Additionally, our client boasts an outstanding reputation in various other areas of law, as recognised by Chambers and Legal 500. Description: The Private Client department comprises two sections: the legal section and the tax and trust section. The legal section, staffed with solicitors and legal executives specialising in probate and estate administration, collaborates closely with the trust and tax section, which consists of qualified and unqualified trust and tax accountants and practitioners. As a Private Client Solicitor, you will assist Partners and team members in providing comprehensive lifetime and testamentary tax and estate planning advice, preparing wills, trust documentation, and offering guidance on tax and trust matters. Responsibilities: - Provide tax and estate planning advice, trust structuring advice, and prepare wills and related testamentary documents. - Collaborate closely with the tax and trust team to ensure seamless service delivery. - Advise on inheritance tax, capital gains tax, trust and company law, probate, and mental capacity matters. - Offer advice to resident and non-resident individuals, trustees, and family offices on various UK tax legislations affecting their investments. - Assist in pre-immigration and emigration planning, trust creation and distribution strategies, estate administration, and tax-efficient asset structuring. - Handle tax and trust matters related to divorce, contentious trust, and probate claims, charities, philanthropy, and family-owned businesses. - Stay updated with changes in legislation and market developments. Qualifications: - Strong background in Private Client work. - Good knowledge of tax, trust, and private client law. - Excellent communication skills, both written and verbal. - Ability to work collaboratively as part of a team. - Track record of meeting time targets and billing requirements. - Desire and ability to stay abreast of legislative changes and market developments. - 4-6 Years PQE as a private client solicitor. Remuneration Package: - Salary: Can be discussed but would usually range from around £70,000 to £90,000 DoE Other Benefits: - 4x Life Assurance - Permanent Health Insurance - Medical Insurance (after successful completion of probation period) - BUPA Cash plan (after successful completion of probation period) - BUPA Health Assessment (after successful completion of probation period) - BUPA Dental - Auto-enrolment in the firm's Group Personal Pension Scheme (after 1 complete calendar month qualifying period) - Discretionary Bonus Scheme and Introduction Bonus Scheme - Interest-free season ticket loan after 3 months - Cycle to Work Scheme - Holiday Purchase - Wellbeing Programme - Gym flex - 28 days holiday We look forward to welcoming a dedicated and talented individual to our client's esteemed firm. Law Staff Limited 8, Hardy Close Longstanton Cambridge CB24 3GU United Kingdom
Company: Finning (UK) Ltd Number of Openings: 1 Worker Type: Permanent Position Overview: We are currently seeking a dynamic and experienced individual to fill the role of Head of Sales in Scotland. This pivotal position requires a proven leader with a strong track record in driving sales growth and managing teams in demanding environments. As the Head of Sales, you will be responsible for navigating complex market landscapes, developing strategic initiatives, and leading our sales team to achieve ambitious targets. If you possess the leadership skills and expertise necessary to thrive in this challenging role, we invite you to apply and join us in shaping the future of our sales operations. Job Description: Major Job Functions: Lead the area (regional) sales team in both capital equipment and aftermarket through a culture of data-based sales management, accountability for outcomes, customer intimacy through excellent account management, coupled with new customer acquisition through a hunting and conquest mentality, measured on a simple performance dashboard Developing and executing an area (regional) sales plan in line with our go-to-market strategies for the business, focused on moving the customer relationship from transactional through to account management, and finally to fleet management in the spirit of our strategic ambition to partner with our customers for the life of the asset. Own the area (regional) performance of the used, rental and technology solutions, elevating the profile and performance of each to deliver a balanced portfolio of CI business within the geography. Full people Leadership, including Health, Safety, Talent Development, Inclusion & Diversity of a high-performance team. Mentor, lead and create the sales talent pipeline. Responsible for achievement of all targets / performance including - Market Share (PINs), Participation, POPS-C, DCAL, Sales Excellence, Customer Experience, Full Income Statement and Working Capital across all Areas of responsibility. Also responsible for Annual, Quarterly and Monthly Budgeting / Forecasting. Working in close partnership with Caterpillar, communicating and holding key relationships including, but not limited to: General Construction Industries Division (GCI), Construction Industries Services Division (CISD), Building & Construction Product Division (BCP), Paving Division, District Office and CAT Technology Team. Work in close collaboration with Supply Chain, Finance and all relevant stakeholders to accurately forecast revenue / deliveries and carefully manage / maintain accountability to ensure outcomes match the forecast. Maintain personal relationships with all large, high-profile, strategically important, or influential customers within your area (region). Collate in-depth industry knowledge within your area (region) and communicate an executive summary regularly to senior leaders. New Product Introduction (NPI) including Equipment and Technologies to ensure opportunities are identified and matched to relevant high-potential customers and their needs. Benefits: In addition to a competitive salary, 25 days holiday, an annual management bonus, life insurance, up to 7% pension, access to the company's share scheme, private medical insurance, and car allowance, you will benefit from: Enhanced maternity and paternity packages Family-friendly policies to support working parents Enhanced flexible working options Support from a team of 40+ Mental Health first-aiders Employee wellbeing solutions Electric car scheme (UK) The opportunity to work with your charity of choice Length of service or recognition awards. Specific Skills: Demonstrable Leadership skills with the ability to communicate at all levels of the business and lead through deep collaboration across the business Strategic planning and timely strategy execution Strong commercial acumen Adept in customer facing situations with outstanding, communication, presentation, negotiation and influencing skills Time management skills and the ability to prioritize multiple tasks with varying timelines, often under high degrees of pressure Proven problem solving and decision-making skills Self-motivated, and ability to work with minimal supervision Leadership of high-performance teams both within sales and operations Proven & demonstratable change management skills, comfortable with initiating and delivering change to enable profitable growth Highly collaborative Ability to network and build relationships, internally and externally (Customers, Caterpillar, Partners etc.) Knowledge: Proven (10+ years) experience in a senior sales leadership position Knowledge of customers and competitors within our regional business Caterpillar or distribution organisation awareness Understands marketing programs in relation to the pricing of the assigned product Knowledge of logistics, inventory management and related processes Industry knowledge across extraction, waste and civil engineering customer segments Accountability: Up to 15 direct reports Annual sales turnover of between £50m and £125m depending on territory and year Development of go to market sales and marketing plans for the area of business Manage sales pipeline, from opportunity to execution to maximise growth of new, used equipment, rental, rebuilds, contracts, parts and service sales. Maintain a healthy backlog aligned to the annual revenue plan throughout each quarter. Achieve targeted sales record card numbers on a monthly basis to ensure dealer pay for performance targets are reached and exceeded Achieve Caterpillar parts STU target on a monthly basis Accountable for Construction Industries New, Used, Rental, Parts & Service sales revenues and gross profit to meet or exceed budget in your area (region) Accountable for the development of a healthy sales pipeline demonstrable by backlog measure Manage Construction Industries expenses, and work with sales enablement and supply chain to deliver EBIT target through process discipline To drive successful outcomes in tenders with major customers Contribute additional revenues through growth in work tools, technology, connectivity, consultancy, finance and CVAs. Manage problem and complaint resolution, providing solutions that improve customer loyalty and reduce Finning cost Accountable for customer satisfaction measures within the business area, efficient management of customer disputes Achieve zero LTAs through a robust, participative management of health and safety within the business At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.
Apr 16, 2024
Full time
Company: Finning (UK) Ltd Number of Openings: 1 Worker Type: Permanent Position Overview: We are currently seeking a dynamic and experienced individual to fill the role of Head of Sales in Scotland. This pivotal position requires a proven leader with a strong track record in driving sales growth and managing teams in demanding environments. As the Head of Sales, you will be responsible for navigating complex market landscapes, developing strategic initiatives, and leading our sales team to achieve ambitious targets. If you possess the leadership skills and expertise necessary to thrive in this challenging role, we invite you to apply and join us in shaping the future of our sales operations. Job Description: Major Job Functions: Lead the area (regional) sales team in both capital equipment and aftermarket through a culture of data-based sales management, accountability for outcomes, customer intimacy through excellent account management, coupled with new customer acquisition through a hunting and conquest mentality, measured on a simple performance dashboard Developing and executing an area (regional) sales plan in line with our go-to-market strategies for the business, focused on moving the customer relationship from transactional through to account management, and finally to fleet management in the spirit of our strategic ambition to partner with our customers for the life of the asset. Own the area (regional) performance of the used, rental and technology solutions, elevating the profile and performance of each to deliver a balanced portfolio of CI business within the geography. Full people Leadership, including Health, Safety, Talent Development, Inclusion & Diversity of a high-performance team. Mentor, lead and create the sales talent pipeline. Responsible for achievement of all targets / performance including - Market Share (PINs), Participation, POPS-C, DCAL, Sales Excellence, Customer Experience, Full Income Statement and Working Capital across all Areas of responsibility. Also responsible for Annual, Quarterly and Monthly Budgeting / Forecasting. Working in close partnership with Caterpillar, communicating and holding key relationships including, but not limited to: General Construction Industries Division (GCI), Construction Industries Services Division (CISD), Building & Construction Product Division (BCP), Paving Division, District Office and CAT Technology Team. Work in close collaboration with Supply Chain, Finance and all relevant stakeholders to accurately forecast revenue / deliveries and carefully manage / maintain accountability to ensure outcomes match the forecast. Maintain personal relationships with all large, high-profile, strategically important, or influential customers within your area (region). Collate in-depth industry knowledge within your area (region) and communicate an executive summary regularly to senior leaders. New Product Introduction (NPI) including Equipment and Technologies to ensure opportunities are identified and matched to relevant high-potential customers and their needs. Benefits: In addition to a competitive salary, 25 days holiday, an annual management bonus, life insurance, up to 7% pension, access to the company's share scheme, private medical insurance, and car allowance, you will benefit from: Enhanced maternity and paternity packages Family-friendly policies to support working parents Enhanced flexible working options Support from a team of 40+ Mental Health first-aiders Employee wellbeing solutions Electric car scheme (UK) The opportunity to work with your charity of choice Length of service or recognition awards. Specific Skills: Demonstrable Leadership skills with the ability to communicate at all levels of the business and lead through deep collaboration across the business Strategic planning and timely strategy execution Strong commercial acumen Adept in customer facing situations with outstanding, communication, presentation, negotiation and influencing skills Time management skills and the ability to prioritize multiple tasks with varying timelines, often under high degrees of pressure Proven problem solving and decision-making skills Self-motivated, and ability to work with minimal supervision Leadership of high-performance teams both within sales and operations Proven & demonstratable change management skills, comfortable with initiating and delivering change to enable profitable growth Highly collaborative Ability to network and build relationships, internally and externally (Customers, Caterpillar, Partners etc.) Knowledge: Proven (10+ years) experience in a senior sales leadership position Knowledge of customers and competitors within our regional business Caterpillar or distribution organisation awareness Understands marketing programs in relation to the pricing of the assigned product Knowledge of logistics, inventory management and related processes Industry knowledge across extraction, waste and civil engineering customer segments Accountability: Up to 15 direct reports Annual sales turnover of between £50m and £125m depending on territory and year Development of go to market sales and marketing plans for the area of business Manage sales pipeline, from opportunity to execution to maximise growth of new, used equipment, rental, rebuilds, contracts, parts and service sales. Maintain a healthy backlog aligned to the annual revenue plan throughout each quarter. Achieve targeted sales record card numbers on a monthly basis to ensure dealer pay for performance targets are reached and exceeded Achieve Caterpillar parts STU target on a monthly basis Accountable for Construction Industries New, Used, Rental, Parts & Service sales revenues and gross profit to meet or exceed budget in your area (region) Accountable for the development of a healthy sales pipeline demonstrable by backlog measure Manage Construction Industries expenses, and work with sales enablement and supply chain to deliver EBIT target through process discipline To drive successful outcomes in tenders with major customers Contribute additional revenues through growth in work tools, technology, connectivity, consultancy, finance and CVAs. Manage problem and complaint resolution, providing solutions that improve customer loyalty and reduce Finning cost Accountable for customer satisfaction measures within the business area, efficient management of customer disputes Achieve zero LTAs through a robust, participative management of health and safety within the business At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.
Title: Commercial Account ExecutiveLocation: PooleSalary: Negotiable Company: A&T Overview: Alan & Thomas Insurance (part of Brown & Brown Europe) are an established Insurance Broker with multiple locations across the South of England and consistently aim to deliver outstanding service to clients and provide an enjoyable working environment. This role requires good understanding of client business operations, opportunities, risks and their approach to risk management and insurance. In addition you will need proven experience in the offer and presentation of complex commercial insurances to secure renewal or new business elements to a clients programme. Relationship management and client service techniques are key to this role. Annual targets revolve around maintaining and achieving income growth on the account via the expansion of your client portfolio's and from any new business. The company is looking to the future and prides itself on having a market leading client service model and a long list of products it can access. The office team consists of some of the best insurance minds and personalities in the area. Experience of broking from within a variety of business sectors are welcomed and in return you will receive a career with opportunities, autonomy, stability and good financial rewards. The role is supported with a fabulous array of company benefit choices from childcare vouchers to pensions to private medical and the offices have free parking with good access from motorway or other internal roads. The day to day: Achieve new business & renewal targets Engage with A&T's marketing strategy and promptly act on leads. Develop introducer relationships Generate own leads and effectively manage new business pipeline Generate cross selling leads for other departments according to target. Manage ongoing relationships with existing clients ensuring high levels of customer service are provided. Look to expand account by identifying additional sales opportunities with existing clients Attend client visit and complete relevant fact-finding documents in respect of new business. Renewal business, review last year's documentation or client register (where applicable) along with current fact-find documentation with the client, updating facts, figures and requirements. Review demands and needs of clients and advise on the most appropriate insurances to meet these. Prepare broking notes for new business cases and work with AH to update renewal notes Agree broking strategy with broking support and assist in the process where needed. Review the broking exercise and complete final negotiations with underwriters when needed. Produce closing instruction in line with company procedures and pass to AH for processing. What's on offer: Competitive/senior level salary package & benefits including car allowance Work from home option available for 2 days a week Joint Pension contribution scheme Salary Sacrifice options including dental and healthcare Discounts site for restaurants, cinema, retailers Cycle to work scheme Health & Wellbeing programme Casual dress code in office Performance related bonus Annual leave that rises with length of service Your Experience: Requirement of at least 5+ years commercial insurance experience either in broking Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies Good understanding of commercial insurance products and options Acturis insurance broking software knowledge is an advantage Commitment to progress towards Cert CII Possession of a full driving licence
Apr 15, 2024
Full time
Title: Commercial Account ExecutiveLocation: PooleSalary: Negotiable Company: A&T Overview: Alan & Thomas Insurance (part of Brown & Brown Europe) are an established Insurance Broker with multiple locations across the South of England and consistently aim to deliver outstanding service to clients and provide an enjoyable working environment. This role requires good understanding of client business operations, opportunities, risks and their approach to risk management and insurance. In addition you will need proven experience in the offer and presentation of complex commercial insurances to secure renewal or new business elements to a clients programme. Relationship management and client service techniques are key to this role. Annual targets revolve around maintaining and achieving income growth on the account via the expansion of your client portfolio's and from any new business. The company is looking to the future and prides itself on having a market leading client service model and a long list of products it can access. The office team consists of some of the best insurance minds and personalities in the area. Experience of broking from within a variety of business sectors are welcomed and in return you will receive a career with opportunities, autonomy, stability and good financial rewards. The role is supported with a fabulous array of company benefit choices from childcare vouchers to pensions to private medical and the offices have free parking with good access from motorway or other internal roads. The day to day: Achieve new business & renewal targets Engage with A&T's marketing strategy and promptly act on leads. Develop introducer relationships Generate own leads and effectively manage new business pipeline Generate cross selling leads for other departments according to target. Manage ongoing relationships with existing clients ensuring high levels of customer service are provided. Look to expand account by identifying additional sales opportunities with existing clients Attend client visit and complete relevant fact-finding documents in respect of new business. Renewal business, review last year's documentation or client register (where applicable) along with current fact-find documentation with the client, updating facts, figures and requirements. Review demands and needs of clients and advise on the most appropriate insurances to meet these. Prepare broking notes for new business cases and work with AH to update renewal notes Agree broking strategy with broking support and assist in the process where needed. Review the broking exercise and complete final negotiations with underwriters when needed. Produce closing instruction in line with company procedures and pass to AH for processing. What's on offer: Competitive/senior level salary package & benefits including car allowance Work from home option available for 2 days a week Joint Pension contribution scheme Salary Sacrifice options including dental and healthcare Discounts site for restaurants, cinema, retailers Cycle to work scheme Health & Wellbeing programme Casual dress code in office Performance related bonus Annual leave that rises with length of service Your Experience: Requirement of at least 5+ years commercial insurance experience either in broking Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies Good understanding of commercial insurance products and options Acturis insurance broking software knowledge is an advantage Commitment to progress towards Cert CII Possession of a full driving licence
Job Title: Private Client Solicitor Location: Central London Salary: Can be discussed but usually £70,000 to £90,000 DoE Department: Private Client About Our Client Our esteemed client is a distinguished firm of solicitors with 45 partners and approximately 200 staff members. Situated in the prestigious location of Lincoln s Inn since 1770, our client offers specialised legal services to both private and commercial clients. Renowned for their expertise in family and private client work, they are among the leading firms in the UK in this specialised field. Additionally, our client boasts an outstanding reputation in various other areas of law, as recognised by Chambers and Legal 500. Description: The Private Client department comprises two sections: the legal section and the tax and trust section. The legal section, staffed with solicitors and legal executives specialising in probate and estate administration, collaborates closely with the trust and tax section, which consists of qualified and unqualified trust and tax accountants and practitioners. As a Private Client Solicitor, you will assist Partners and team members in providing comprehensive lifetime and testamentary tax and estate planning advice, preparing wills, trust documentation, and offering guidance on tax and trust matters. Responsibilities: - Provide tax and estate planning advice, trust structuring advice, and prepare wills and related testamentary documents. - Collaborate closely with the tax and trust team to ensure seamless service delivery. - Advise on inheritance tax, capital gains tax, trust and company law, probate, and mental capacity matters. - Offer advice to resident and non-resident individuals, trustees, and family offices on various UK tax legislations affecting their investments. - Assist in pre-immigration and emigration planning, trust creation and distribution strategies, estate administration, and tax-efficient asset structuring. - Handle tax and trust matters related to divorce, contentious trust, and probate claims, charities, philanthropy, and family-owned businesses. - Stay updated with changes in legislation and market developments. Qualifications: - Strong background in Private Client work. - Good knowledge of tax, trust, and private client law. - Excellent communication skills, both written and verbal. - Ability to work collaboratively as part of a team. - Track record of meeting time targets and billing requirements. - Desire and ability to stay abreast of legislative changes and market developments. - 4-6 Years PQE as a private client solicitor. Remuneration Package: - Salary: Can be discussed but would usually range from around £70,000 to £90,000 DoE Other Benefits: - 4x Life Assurance - Permanent Health Insurance - Medical Insurance (after successful completion of probation period) - BUPA Cash plan (after successful completion of probation period) - BUPA Health Assessment (after successful completion of probation period) - BUPA Dental - Auto-enrolment in the firm s Group Personal Pension Scheme (after 1 complete calendar month qualifying period) - Discretionary Bonus Scheme and Introduction Bonus Scheme - Interest-free season ticket loan after 3 months - Cycle to Work Scheme - Holiday Purchase - Wellbeing Programme - Gym flex - 28 days holiday We look forward to welcoming a dedicated and talented individual to our client s esteemed firm.
Apr 15, 2024
Full time
Job Title: Private Client Solicitor Location: Central London Salary: Can be discussed but usually £70,000 to £90,000 DoE Department: Private Client About Our Client Our esteemed client is a distinguished firm of solicitors with 45 partners and approximately 200 staff members. Situated in the prestigious location of Lincoln s Inn since 1770, our client offers specialised legal services to both private and commercial clients. Renowned for their expertise in family and private client work, they are among the leading firms in the UK in this specialised field. Additionally, our client boasts an outstanding reputation in various other areas of law, as recognised by Chambers and Legal 500. Description: The Private Client department comprises two sections: the legal section and the tax and trust section. The legal section, staffed with solicitors and legal executives specialising in probate and estate administration, collaborates closely with the trust and tax section, which consists of qualified and unqualified trust and tax accountants and practitioners. As a Private Client Solicitor, you will assist Partners and team members in providing comprehensive lifetime and testamentary tax and estate planning advice, preparing wills, trust documentation, and offering guidance on tax and trust matters. Responsibilities: - Provide tax and estate planning advice, trust structuring advice, and prepare wills and related testamentary documents. - Collaborate closely with the tax and trust team to ensure seamless service delivery. - Advise on inheritance tax, capital gains tax, trust and company law, probate, and mental capacity matters. - Offer advice to resident and non-resident individuals, trustees, and family offices on various UK tax legislations affecting their investments. - Assist in pre-immigration and emigration planning, trust creation and distribution strategies, estate administration, and tax-efficient asset structuring. - Handle tax and trust matters related to divorce, contentious trust, and probate claims, charities, philanthropy, and family-owned businesses. - Stay updated with changes in legislation and market developments. Qualifications: - Strong background in Private Client work. - Good knowledge of tax, trust, and private client law. - Excellent communication skills, both written and verbal. - Ability to work collaboratively as part of a team. - Track record of meeting time targets and billing requirements. - Desire and ability to stay abreast of legislative changes and market developments. - 4-6 Years PQE as a private client solicitor. Remuneration Package: - Salary: Can be discussed but would usually range from around £70,000 to £90,000 DoE Other Benefits: - 4x Life Assurance - Permanent Health Insurance - Medical Insurance (after successful completion of probation period) - BUPA Cash plan (after successful completion of probation period) - BUPA Health Assessment (after successful completion of probation period) - BUPA Dental - Auto-enrolment in the firm s Group Personal Pension Scheme (after 1 complete calendar month qualifying period) - Discretionary Bonus Scheme and Introduction Bonus Scheme - Interest-free season ticket loan after 3 months - Cycle to Work Scheme - Holiday Purchase - Wellbeing Programme - Gym flex - 28 days holiday We look forward to welcoming a dedicated and talented individual to our client s esteemed firm.
Contact Centre Team Manager - IFA Firm Birmingham Based £40,000 - £42,500 DOE NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a Team Manger to join their dynamic and buoyant organisation. The focus of this position is to lead and develop a team of Client Service Executives across a specified office or group of the Company's offices. Responsibilities: o Assume line management responsibility for a team of Client Service Executives. o Accountable for the day-to-day workflow management of the Client Service Executives for which the role assumes responsibility. o Ensure the delivery of a first-class client service experience, considering best practice and continuous improvement in terms of service delivery by your team. o Identify training and development needs and implement appropriate solutions and/or performance management. o Measure and develop team goals and objectives and deliver against team-based targets. o Oversee the quality checking of work across the CSE team for which the role assumes responsibility. o Provide expertise and act as a point of referral for complex client queries associated with allocating an adviser. o Identify areas for process and system improvement and work with the Connect Team Relationship Manager to effectively explore and implement new digital/telephone system solutions. o Accountable for the successful integration of new digital/telephone leads into the business. o Prepare and deliver value adding MI as required by the Connect Team Relationship Manager. o Work with our Marketing and Commercial team to implement an effective digital led integration journey for newly acquired clients into the business following acquisitions. o Ensure Ascot Lloyd processes are maintained and documented and where new systems are introduced, the relevant processes are updated or created. o During any new system or process change, you are responsible for checking the consistency of roll out and delivery by your team. o Responsible for any other relevant tasks as appropriate. Benefits: o Pension - 7% employer contribution / 5% employee contribution o Private Medical Insurance (PMI) - Medical history disregarded. o Group Income Protection (GIP) - 75% of salary. o Death in Service (DIS) - 4 x salary. o Critical Illness Cover (CIC) - £10k cover o Holiday Entitlement - 25 days per annum, rising to 28 over 3 years. NJR 14714
Apr 15, 2024
Full time
Contact Centre Team Manager - IFA Firm Birmingham Based £40,000 - £42,500 DOE NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a Team Manger to join their dynamic and buoyant organisation. The focus of this position is to lead and develop a team of Client Service Executives across a specified office or group of the Company's offices. Responsibilities: o Assume line management responsibility for a team of Client Service Executives. o Accountable for the day-to-day workflow management of the Client Service Executives for which the role assumes responsibility. o Ensure the delivery of a first-class client service experience, considering best practice and continuous improvement in terms of service delivery by your team. o Identify training and development needs and implement appropriate solutions and/or performance management. o Measure and develop team goals and objectives and deliver against team-based targets. o Oversee the quality checking of work across the CSE team for which the role assumes responsibility. o Provide expertise and act as a point of referral for complex client queries associated with allocating an adviser. o Identify areas for process and system improvement and work with the Connect Team Relationship Manager to effectively explore and implement new digital/telephone system solutions. o Accountable for the successful integration of new digital/telephone leads into the business. o Prepare and deliver value adding MI as required by the Connect Team Relationship Manager. o Work with our Marketing and Commercial team to implement an effective digital led integration journey for newly acquired clients into the business following acquisitions. o Ensure Ascot Lloyd processes are maintained and documented and where new systems are introduced, the relevant processes are updated or created. o During any new system or process change, you are responsible for checking the consistency of roll out and delivery by your team. o Responsible for any other relevant tasks as appropriate. Benefits: o Pension - 7% employer contribution / 5% employee contribution o Private Medical Insurance (PMI) - Medical history disregarded. o Group Income Protection (GIP) - 75% of salary. o Death in Service (DIS) - 4 x salary. o Critical Illness Cover (CIC) - £10k cover o Holiday Entitlement - 25 days per annum, rising to 28 over 3 years. NJR 14714
The Role: Commercial Account Executive/New Business Developer We have a fantastic opportunity for an experienced Account Executive to join our company with the responsibility of building and growing a book of business. This new opportunity will be one to drive growth from new and existing business. It is vital that you have a passion for commercial insurance sales, are a self-starter and highly target driven. Based in the Norwich office however, our employee's success isn't measured on time spent in the office, so please talk to us about your flexible working needs.You will be naturally charismatic and personable, possessing a strong technical understanding of Commercial Insurance products and contracts with the ability to build strong client relations and generate new business. Responsibilities As a Business Development Account Executive, you will have the following responsibilities:New Business To generate new business sales in line with objectives set by responding to incoming sales enquiries in a timely manner, developing and maintaining introductory sources. Proactively remarketing and telephoning previous prospects by maximising the data contained within our internal systems. Ensuring compliance with the Insurer delegated underwriting authority to assess the viability of a prospect. Gathering and inputting information from the prospect into systems in order to generate an appropriate New Business Indications and also providing a summary of the buyer indications. Ongoing contact with the prospect to build a rapport and to clarify and sell the terms indicated. Upon acceptance of terms having the appropriate knowledge to ensure that all of the required information and documents have been obtained from the prospect and that correct modules and conditions are included in the policy documents. Completing the sale by way of a face-to-face meeting or other means to explain the policy procedures in detail and to obtain the required signatures. Service Taking responsibility for any client issues is a key requirement along with the appropriate level of knowledge encompassing credit limits, claims and policy queries to respond accordingly. Liaising and assisting the administration team is a vital element in the overall level of service provided. To be available for client meetings as required. Teamwork Assisting colleagues in sales and administration as and when required. Developing relationships with key Insurer personnel. Providing ongoing updates to management regarding new business and renewals. Skills and Experience: A profound understanding of the broking market Good knowledge of sales techniques Good working knowledge of General Insurance contracts including Property, Casualty and Motor classes Positive 'can do' Attitude Customer Focus Quality Service Focus Commercial Awareness Communication Teamwork Self-Development Planning & Organising Creativity & Innovation Perseverance & Determination Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
Apr 15, 2024
Full time
The Role: Commercial Account Executive/New Business Developer We have a fantastic opportunity for an experienced Account Executive to join our company with the responsibility of building and growing a book of business. This new opportunity will be one to drive growth from new and existing business. It is vital that you have a passion for commercial insurance sales, are a self-starter and highly target driven. Based in the Norwich office however, our employee's success isn't measured on time spent in the office, so please talk to us about your flexible working needs.You will be naturally charismatic and personable, possessing a strong technical understanding of Commercial Insurance products and contracts with the ability to build strong client relations and generate new business. Responsibilities As a Business Development Account Executive, you will have the following responsibilities:New Business To generate new business sales in line with objectives set by responding to incoming sales enquiries in a timely manner, developing and maintaining introductory sources. Proactively remarketing and telephoning previous prospects by maximising the data contained within our internal systems. Ensuring compliance with the Insurer delegated underwriting authority to assess the viability of a prospect. Gathering and inputting information from the prospect into systems in order to generate an appropriate New Business Indications and also providing a summary of the buyer indications. Ongoing contact with the prospect to build a rapport and to clarify and sell the terms indicated. Upon acceptance of terms having the appropriate knowledge to ensure that all of the required information and documents have been obtained from the prospect and that correct modules and conditions are included in the policy documents. Completing the sale by way of a face-to-face meeting or other means to explain the policy procedures in detail and to obtain the required signatures. Service Taking responsibility for any client issues is a key requirement along with the appropriate level of knowledge encompassing credit limits, claims and policy queries to respond accordingly. Liaising and assisting the administration team is a vital element in the overall level of service provided. To be available for client meetings as required. Teamwork Assisting colleagues in sales and administration as and when required. Developing relationships with key Insurer personnel. Providing ongoing updates to management regarding new business and renewals. Skills and Experience: A profound understanding of the broking market Good knowledge of sales techniques Good working knowledge of General Insurance contracts including Property, Casualty and Motor classes Positive 'can do' Attitude Customer Focus Quality Service Focus Commercial Awareness Communication Teamwork Self-Development Planning & Organising Creativity & Innovation Perseverance & Determination Further information As well as a competitive salary we offer the following benefits - Competitive holiday allowance with the annual option to buy additional days Death in Service benefit of x4 salary Company pension scheme Enhanced maternity and paternity leave packages A flexible benefits package which allows you to add additional benefits to your overall package Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more Referral schemes Discounted rates on PIB products We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more We also offer a wide range of discounts including a kids pass - giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity PIB Group are committed to improving their environmental impact in a responsible way. From the individual actions that our colleagues take every day through to installing the right facilities across our premises, there are many measures in place to help reduce PIB's carbon footprint. Why join us? We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.REF-
Company: Finning (UK) Ltd Number of Openings: 1 Worker Type: Permanent Position Overview: We are currently seeking a dynamic and experienced individual to fill the role of Head of Sales in Scotland. This pivotal position requires a proven leader with a strong track record in driving sales growth and managing teams in demanding environments. As the Head of Sales, you will be responsible for navigating complex market landscapes, developing strategic initiatives, and leading our sales team to achieve ambitious targets. If you possess the leadership skills and expertise necessary to thrive in this challenging role, we invite you to apply and join us in shaping the future of our sales operations. Job Description: Major Job Functions: Lead the area (regional) sales team in both capital equipment and aftermarket through a culture of data-based sales management, accountability for outcomes, customer intimacy through excellent account management, coupled with new customer acquisition through a hunting and conquest mentality, measured on a simple performance dashboard Developing and executing an area (regional) sales plan in line with our go-to-market strategies for the business, focused on moving the customer relationship from transactional through to account management, and finally to fleet management in the spirit of our strategic ambition to partner with our customers for the life of the asset. Own the area (regional) performance of the used, rental and technology solutions, elevating the profile and performance of each to deliver a balanced portfolio of CI business within the geography. Full people Leadership, including Health, Safety, Talent Development, Inclusion & Diversity of a high-performance team. Mentor, lead and create the sales talent pipeline. Responsible for achievement of all targets / performance including - Market Share (PINs), Participation, POPS-C, DCAL, Sales Excellence, Customer Experience, Full Income Statement and Working Capital across all Areas of responsibility. Also responsible for Annual, Quarterly and Monthly Budgeting / Forecasting. Working in close partnership with Caterpillar, communicating and holding key relationships including, but not limited to: General Construction Industries Division (GCI), Construction Industries Services Division (CISD), Building & Construction Product Division (BCP), Paving Division, District Office and CAT Technology Team. Work in close collaboration with Supply Chain, Finance and all relevant stakeholders to accurately forecast revenue / deliveries and carefully manage / maintain accountability to ensure outcomes match the forecast. Maintain personal relationships with all large, high-profile, strategically important, or influential customers within your area (region). Collate in-depth industry knowledge within your area (region) and communicate an executive summary regularly to senior leaders. New Product Introduction (NPI) including Equipment and Technologies to ensure opportunities are identified and matched to relevant high-potential customers and their needs. Benefits: In addition to a competitive salary, 25 days holiday, an annual management bonus, life insurance, up to 7% pension, access to the company's share scheme, private medical insurance, and car allowance, you will benefit from: Enhanced maternity and paternity packages Family-friendly policies to support working parents Enhanced flexible working options Support from a team of 40+ Mental Health first-aiders Employee wellbeing solutions Electric car scheme (UK) The opportunity to work with your charity of choice Length of service or recognition awards. Specific Skills: Demonstrable Leadership skills with the ability to communicate at all levels of the business and lead through deep collaboration across the business Strategic planning and timely strategy execution Strong commercial acumen Adept in customer facing situations with outstanding, communication, presentation, negotiation and influencing skills Time management skills and the ability to prioritize multiple tasks with varying timelines, often under high degrees of pressure Proven problem solving and decision-making skills Self-motivated, and ability to work with minimal supervision Leadership of high-performance teams both within sales and operations Proven & demonstratable change management skills, comfortable with initiating and delivering change to enable profitable growth Highly collaborative Ability to network and build relationships, internally and externally (Customers, Caterpillar, Partners etc.) Knowledge: Proven (10+ years) experience in a senior sales leadership position Knowledge of customers and competitors within our regional business Caterpillar or distribution organisation awareness Understands marketing programs in relation to the pricing of the assigned product Knowledge of logistics, inventory management and related processes Industry knowledge across extraction, waste and civil engineering customer segments Accountability: Up to 15 direct reports Annual sales turnover of between £50m and £125m depending on territory and year Development of go to market sales and marketing plans for the area of business Manage sales pipeline, from opportunity to execution to maximise growth of new, used equipment, rental, rebuilds, contracts, parts and service sales. Maintain a healthy backlog aligned to the annual revenue plan throughout each quarter. Achieve targeted sales record card numbers on a monthly basis to ensure dealer pay for performance targets are reached and exceeded Achieve Caterpillar parts STU target on a monthly basis Accountable for Construction Industries New, Used, Rental, Parts & Service sales revenues and gross profit to meet or exceed budget in your area (region) Accountable for the development of a healthy sales pipeline demonstrable by backlog measure Manage Construction Industries expenses, and work with sales enablement and supply chain to deliver EBIT target through process discipline To drive successful outcomes in tenders with major customers Contribute additional revenues through growth in work tools, technology, connectivity, consultancy, finance and CVAs. Manage problem and complaint resolution, providing solutions that improve customer loyalty and reduce Finning cost Accountable for customer satisfaction measures within the business area, efficient management of customer disputes Achieve zero LTAs through a robust, participative management of health and safety within the business At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.
Apr 15, 2024
Full time
Company: Finning (UK) Ltd Number of Openings: 1 Worker Type: Permanent Position Overview: We are currently seeking a dynamic and experienced individual to fill the role of Head of Sales in Scotland. This pivotal position requires a proven leader with a strong track record in driving sales growth and managing teams in demanding environments. As the Head of Sales, you will be responsible for navigating complex market landscapes, developing strategic initiatives, and leading our sales team to achieve ambitious targets. If you possess the leadership skills and expertise necessary to thrive in this challenging role, we invite you to apply and join us in shaping the future of our sales operations. Job Description: Major Job Functions: Lead the area (regional) sales team in both capital equipment and aftermarket through a culture of data-based sales management, accountability for outcomes, customer intimacy through excellent account management, coupled with new customer acquisition through a hunting and conquest mentality, measured on a simple performance dashboard Developing and executing an area (regional) sales plan in line with our go-to-market strategies for the business, focused on moving the customer relationship from transactional through to account management, and finally to fleet management in the spirit of our strategic ambition to partner with our customers for the life of the asset. Own the area (regional) performance of the used, rental and technology solutions, elevating the profile and performance of each to deliver a balanced portfolio of CI business within the geography. Full people Leadership, including Health, Safety, Talent Development, Inclusion & Diversity of a high-performance team. Mentor, lead and create the sales talent pipeline. Responsible for achievement of all targets / performance including - Market Share (PINs), Participation, POPS-C, DCAL, Sales Excellence, Customer Experience, Full Income Statement and Working Capital across all Areas of responsibility. Also responsible for Annual, Quarterly and Monthly Budgeting / Forecasting. Working in close partnership with Caterpillar, communicating and holding key relationships including, but not limited to: General Construction Industries Division (GCI), Construction Industries Services Division (CISD), Building & Construction Product Division (BCP), Paving Division, District Office and CAT Technology Team. Work in close collaboration with Supply Chain, Finance and all relevant stakeholders to accurately forecast revenue / deliveries and carefully manage / maintain accountability to ensure outcomes match the forecast. Maintain personal relationships with all large, high-profile, strategically important, or influential customers within your area (region). Collate in-depth industry knowledge within your area (region) and communicate an executive summary regularly to senior leaders. New Product Introduction (NPI) including Equipment and Technologies to ensure opportunities are identified and matched to relevant high-potential customers and their needs. Benefits: In addition to a competitive salary, 25 days holiday, an annual management bonus, life insurance, up to 7% pension, access to the company's share scheme, private medical insurance, and car allowance, you will benefit from: Enhanced maternity and paternity packages Family-friendly policies to support working parents Enhanced flexible working options Support from a team of 40+ Mental Health first-aiders Employee wellbeing solutions Electric car scheme (UK) The opportunity to work with your charity of choice Length of service or recognition awards. Specific Skills: Demonstrable Leadership skills with the ability to communicate at all levels of the business and lead through deep collaboration across the business Strategic planning and timely strategy execution Strong commercial acumen Adept in customer facing situations with outstanding, communication, presentation, negotiation and influencing skills Time management skills and the ability to prioritize multiple tasks with varying timelines, often under high degrees of pressure Proven problem solving and decision-making skills Self-motivated, and ability to work with minimal supervision Leadership of high-performance teams both within sales and operations Proven & demonstratable change management skills, comfortable with initiating and delivering change to enable profitable growth Highly collaborative Ability to network and build relationships, internally and externally (Customers, Caterpillar, Partners etc.) Knowledge: Proven (10+ years) experience in a senior sales leadership position Knowledge of customers and competitors within our regional business Caterpillar or distribution organisation awareness Understands marketing programs in relation to the pricing of the assigned product Knowledge of logistics, inventory management and related processes Industry knowledge across extraction, waste and civil engineering customer segments Accountability: Up to 15 direct reports Annual sales turnover of between £50m and £125m depending on territory and year Development of go to market sales and marketing plans for the area of business Manage sales pipeline, from opportunity to execution to maximise growth of new, used equipment, rental, rebuilds, contracts, parts and service sales. Maintain a healthy backlog aligned to the annual revenue plan throughout each quarter. Achieve targeted sales record card numbers on a monthly basis to ensure dealer pay for performance targets are reached and exceeded Achieve Caterpillar parts STU target on a monthly basis Accountable for Construction Industries New, Used, Rental, Parts & Service sales revenues and gross profit to meet or exceed budget in your area (region) Accountable for the development of a healthy sales pipeline demonstrable by backlog measure Manage Construction Industries expenses, and work with sales enablement and supply chain to deliver EBIT target through process discipline To drive successful outcomes in tenders with major customers Contribute additional revenues through growth in work tools, technology, connectivity, consultancy, finance and CVAs. Manage problem and complaint resolution, providing solutions that improve customer loyalty and reduce Finning cost Accountable for customer satisfaction measures within the business area, efficient management of customer disputes Achieve zero LTAs through a robust, participative management of health and safety within the business At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.
Job Title: Claimant Personal Injury - Compliance Executive Location: Sharston Salary: Competitive Job Type: Full time, Permanent About Us: Established in 2000, Express Solicitors is an award-winning law firm that deals in Personal Injury and Clinical Negligence claims. Based in Manchester, we serve clients nationwide. We are proud of the work we do helping injured people, and this is our core business. Express Solicitors are currently ranked 80 out of more than 10,000 law firms in the UK and ranked in the top ten for the Best Law Firm to work for in the UK by Best Companies. We have a 5-star ranking with Trust Pilot from over 4,500 reviews, which, coming from our clients, means a lot to us. No doubt at Express Solicitors we rate skill and ability above all else and our recruitment policy encourages applications from all. The Role: Express Solicitors are currently looking to appoint an additional Legal Compliance Executive reporting to the Head of the Professional Support Department, Raana Lowery. This role would suit an experienced Personal Injury Fee Earner who is looking to step away from a file-handling role and get more involved with file audits and quality control. The role's focus will be to perform deep file audits in addition to analysing performance and trends and identify where improvements can be made. It will also involve managing reporting and accountability for some higher risk profile cases to ensure compliance with the firm's systems and reducing the risk exposure. Any experience working with Proclaim case management system will be a distinct advantage. Responsibilities: Working across business teams to review files on a regular basis for all personnel within those teams Working from various reports to assess and manage the risk of certain profiles of cases such as those close to limitation Providing guidance and assistance on interpretation of case progress as defined by in-house standards Assist with trouble shooting common issues and refer to stakeholders as required and provide feedback to the training team to assist with the implementation of further training where required To conduct case related investigations on policy requirements, legal practices and case progression Provide advice and guidance on the Management Information metrics and how these can be used to their best advantage Critically evaluate case progress and challenge knowledge gaps where necessary (either yourself or the file handler) Reporting on caseload KPI performance of fee earners Assisting with reports on compliance, efficiencies & policy performance Data analyst and reporting function to management Maintain an accurate audit log of activity Provide feedback to assist with devising and delivering training (at all levels) on core compliance issues Assisting the Complaints Partner and COLP with file review and diagnosis of relevant facts Assisting with Data Protection and other Compliance Queries Person Specification: Essential criteria Good commercial knowledge of Claimant Personal Injury practice Knowledge of operating within a firm monitored and regulated by the SRA Experience of running own personal injury caseload to a high standard Ability to conduct case related investigations Understanding of quality and performance metrics Highly motivated, proactive self-starter with excellent judgement and professional maturity Demonstrated ability to prioritize in a high-volume, multi-tasking environment and to exercise sound judgment and make decisions based on clear understanding of the regulations but also the tactics and commercial element Strong research and analytical ability Ability to build trusted relationships with the key stakeholders within the business at all levels Desirable criteria Knowledge of Proclaim case management Professional accreditation e.g. Solicitor, MBA, CILEX etc Auditing background e.g. Lexcel Salary, Hours and Benefits: Our standard working hours are 8:30am to 5:30am Monday-Thursday and 8:30am to 5pm Friday 3/2 alternative working from home pattern staff after probation 23 days holiday a year, rising to 26 days 3 holiday buy backs per year after 1 year of service Extra day's holiday for your birthday after 2 years' service Private medical insurance available after 2 years' service Death in Service - 2 x salary Active social committee with generous departmental and firm-wide social budget. Active training culture and various groups and events such as Diversity & Inclusion. Netball / Football team, 10km Manchester team and more Enhanced Maternity Leave payment if you have over 1 year tenure Other benefits including Employee Assistance Programme, free fruit & annual flu jab Next steps: If this sounds exciting to you, then we would love to hear from you! Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with the relevant experience or job titles of; Compliance Assistant, Legal Compliance Executive, Legal Compliance Support, Legal Compliance, Claimant Personal Injury, Person Injury Law, Legal Assistant, Legal Aid may also be considered for this role.
Apr 15, 2024
Full time
Job Title: Claimant Personal Injury - Compliance Executive Location: Sharston Salary: Competitive Job Type: Full time, Permanent About Us: Established in 2000, Express Solicitors is an award-winning law firm that deals in Personal Injury and Clinical Negligence claims. Based in Manchester, we serve clients nationwide. We are proud of the work we do helping injured people, and this is our core business. Express Solicitors are currently ranked 80 out of more than 10,000 law firms in the UK and ranked in the top ten for the Best Law Firm to work for in the UK by Best Companies. We have a 5-star ranking with Trust Pilot from over 4,500 reviews, which, coming from our clients, means a lot to us. No doubt at Express Solicitors we rate skill and ability above all else and our recruitment policy encourages applications from all. The Role: Express Solicitors are currently looking to appoint an additional Legal Compliance Executive reporting to the Head of the Professional Support Department, Raana Lowery. This role would suit an experienced Personal Injury Fee Earner who is looking to step away from a file-handling role and get more involved with file audits and quality control. The role's focus will be to perform deep file audits in addition to analysing performance and trends and identify where improvements can be made. It will also involve managing reporting and accountability for some higher risk profile cases to ensure compliance with the firm's systems and reducing the risk exposure. Any experience working with Proclaim case management system will be a distinct advantage. Responsibilities: Working across business teams to review files on a regular basis for all personnel within those teams Working from various reports to assess and manage the risk of certain profiles of cases such as those close to limitation Providing guidance and assistance on interpretation of case progress as defined by in-house standards Assist with trouble shooting common issues and refer to stakeholders as required and provide feedback to the training team to assist with the implementation of further training where required To conduct case related investigations on policy requirements, legal practices and case progression Provide advice and guidance on the Management Information metrics and how these can be used to their best advantage Critically evaluate case progress and challenge knowledge gaps where necessary (either yourself or the file handler) Reporting on caseload KPI performance of fee earners Assisting with reports on compliance, efficiencies & policy performance Data analyst and reporting function to management Maintain an accurate audit log of activity Provide feedback to assist with devising and delivering training (at all levels) on core compliance issues Assisting the Complaints Partner and COLP with file review and diagnosis of relevant facts Assisting with Data Protection and other Compliance Queries Person Specification: Essential criteria Good commercial knowledge of Claimant Personal Injury practice Knowledge of operating within a firm monitored and regulated by the SRA Experience of running own personal injury caseload to a high standard Ability to conduct case related investigations Understanding of quality and performance metrics Highly motivated, proactive self-starter with excellent judgement and professional maturity Demonstrated ability to prioritize in a high-volume, multi-tasking environment and to exercise sound judgment and make decisions based on clear understanding of the regulations but also the tactics and commercial element Strong research and analytical ability Ability to build trusted relationships with the key stakeholders within the business at all levels Desirable criteria Knowledge of Proclaim case management Professional accreditation e.g. Solicitor, MBA, CILEX etc Auditing background e.g. Lexcel Salary, Hours and Benefits: Our standard working hours are 8:30am to 5:30am Monday-Thursday and 8:30am to 5pm Friday 3/2 alternative working from home pattern staff after probation 23 days holiday a year, rising to 26 days 3 holiday buy backs per year after 1 year of service Extra day's holiday for your birthday after 2 years' service Private medical insurance available after 2 years' service Death in Service - 2 x salary Active social committee with generous departmental and firm-wide social budget. Active training culture and various groups and events such as Diversity & Inclusion. Netball / Football team, 10km Manchester team and more Enhanced Maternity Leave payment if you have over 1 year tenure Other benefits including Employee Assistance Programme, free fruit & annual flu jab Next steps: If this sounds exciting to you, then we would love to hear from you! Please click on the APPLY button to send your CV and Cover Letter for this role. Candidates with the relevant experience or job titles of; Compliance Assistant, Legal Compliance Executive, Legal Compliance Support, Legal Compliance, Claimant Personal Injury, Person Injury Law, Legal Assistant, Legal Aid may also be considered for this role.
Company: Finning (UK) Ltd Number of Openings: 1 Worker Type: Permanent Position Overview: We are currently seeking a dynamic and experienced individual to fill the role of Head of Sales in Scotland. This pivotal position requires a proven leader with a strong track record in driving sales growth and managing teams in demanding environments. As the Head of Sales, you will be responsible for navigating complex market landscapes, developing strategic initiatives, and leading our sales team to achieve ambitious targets. If you possess the leadership skills and expertise necessary to thrive in this challenging role, we invite you to apply and join us in shaping the future of our sales operations. Job Description: Major Job Functions: Lead the area (regional) sales team in both capital equipment and aftermarket through a culture of data-based sales management, accountability for outcomes, customer intimacy through excellent account management, coupled with new customer acquisition through a hunting and conquest mentality, measured on a simple performance dashboard Developing and executing an area (regional) sales plan in line with our go-to-market strategies for the business, focused on moving the customer relationship from transactional through to account management, and finally to fleet management in the spirit of our strategic ambition to partner with our customers for the life of the asset. Own the area (regional) performance of the used, rental and technology solutions, elevating the profile and performance of each to deliver a balanced portfolio of CI business within the geography. Full people Leadership, including Health, Safety, Talent Development, Inclusion & Diversity of a high-performance team. Mentor, lead and create the sales talent pipeline. Responsible for achievement of all targets / performance including - Market Share (PINs), Participation, POPS-C, DCAL, Sales Excellence, Customer Experience, Full Income Statement and Working Capital across all Areas of responsibility. Also responsible for Annual, Quarterly and Monthly Budgeting / Forecasting. Working in close partnership with Caterpillar, communicating and holding key relationships including, but not limited to: General Construction Industries Division (GCI), Construction Industries Services Division (CISD), Building & Construction Product Division (BCP), Paving Division, District Office and CAT Technology Team. Work in close collaboration with Supply Chain, Finance and all relevant stakeholders to accurately forecast revenue / deliveries and carefully manage / maintain accountability to ensure outcomes match the forecast. Maintain personal relationships with all large, high-profile, strategically important, or influential customers within your area (region). Collate in-depth industry knowledge within your area (region) and communicate an executive summary regularly to senior leaders. New Product Introduction (NPI) including Equipment and Technologies to ensure opportunities are identified and matched to relevant high-potential customers and their needs. Benefits: In addition to a competitive salary, 25 days holiday, an annual management bonus, life insurance, up to 7% pension, access to the company's share scheme, private medical insurance, and car allowance, you will benefit from: Enhanced maternity and paternity packages Family-friendly policies to support working parents Enhanced flexible working options Support from a team of 40+ Mental Health first-aiders Employee wellbeing solutions Electric car scheme (UK) The opportunity to work with your charity of choice Length of service or recognition awards. Specific Skills: Demonstrable Leadership skills with the ability to communicate at all levels of the business and lead through deep collaboration across the business Strategic planning and timely strategy execution Strong commercial acumen Adept in customer facing situations with outstanding, communication, presentation, negotiation and influencing skills Time management skills and the ability to prioritize multiple tasks with varying timelines, often under high degrees of pressure Proven problem solving and decision-making skills Self-motivated, and ability to work with minimal supervision Leadership of high-performance teams both within sales and operations Proven & demonstratable change management skills, comfortable with initiating and delivering change to enable profitable growth Highly collaborative Ability to network and build relationships, internally and externally (Customers, Caterpillar, Partners etc.) Knowledge: Proven (10+ years) experience in a senior sales leadership position Knowledge of customers and competitors within our regional business Caterpillar or distribution organisation awareness Understands marketing programs in relation to the pricing of the assigned product Knowledge of logistics, inventory management and related processes Industry knowledge across extraction, waste and civil engineering customer segments Accountability: Up to 15 direct reports Annual sales turnover of between £50m and £125m depending on territory and year Development of go to market sales and marketing plans for the area of business Manage sales pipeline, from opportunity to execution to maximise growth of new, used equipment, rental, rebuilds, contracts, parts and service sales. Maintain a healthy backlog aligned to the annual revenue plan throughout each quarter. Achieve targeted sales record card numbers on a monthly basis to ensure dealer pay for performance targets are reached and exceeded Achieve Caterpillar parts STU target on a monthly basis Accountable for Construction Industries New, Used, Rental, Parts & Service sales revenues and gross profit to meet or exceed budget in your area (region) Accountable for the development of a healthy sales pipeline demonstrable by backlog measure Manage Construction Industries expenses, and work with sales enablement and supply chain to deliver EBIT target through process discipline To drive successful outcomes in tenders with major customers Contribute additional revenues through growth in work tools, technology, connectivity, consultancy, finance and CVAs. Manage problem and complaint resolution, providing solutions that improve customer loyalty and reduce Finning cost Accountable for customer satisfaction measures within the business area, efficient management of customer disputes Achieve zero LTAs through a robust, participative management of health and safety within the business At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.
Apr 15, 2024
Full time
Company: Finning (UK) Ltd Number of Openings: 1 Worker Type: Permanent Position Overview: We are currently seeking a dynamic and experienced individual to fill the role of Head of Sales in Scotland. This pivotal position requires a proven leader with a strong track record in driving sales growth and managing teams in demanding environments. As the Head of Sales, you will be responsible for navigating complex market landscapes, developing strategic initiatives, and leading our sales team to achieve ambitious targets. If you possess the leadership skills and expertise necessary to thrive in this challenging role, we invite you to apply and join us in shaping the future of our sales operations. Job Description: Major Job Functions: Lead the area (regional) sales team in both capital equipment and aftermarket through a culture of data-based sales management, accountability for outcomes, customer intimacy through excellent account management, coupled with new customer acquisition through a hunting and conquest mentality, measured on a simple performance dashboard Developing and executing an area (regional) sales plan in line with our go-to-market strategies for the business, focused on moving the customer relationship from transactional through to account management, and finally to fleet management in the spirit of our strategic ambition to partner with our customers for the life of the asset. Own the area (regional) performance of the used, rental and technology solutions, elevating the profile and performance of each to deliver a balanced portfolio of CI business within the geography. Full people Leadership, including Health, Safety, Talent Development, Inclusion & Diversity of a high-performance team. Mentor, lead and create the sales talent pipeline. Responsible for achievement of all targets / performance including - Market Share (PINs), Participation, POPS-C, DCAL, Sales Excellence, Customer Experience, Full Income Statement and Working Capital across all Areas of responsibility. Also responsible for Annual, Quarterly and Monthly Budgeting / Forecasting. Working in close partnership with Caterpillar, communicating and holding key relationships including, but not limited to: General Construction Industries Division (GCI), Construction Industries Services Division (CISD), Building & Construction Product Division (BCP), Paving Division, District Office and CAT Technology Team. Work in close collaboration with Supply Chain, Finance and all relevant stakeholders to accurately forecast revenue / deliveries and carefully manage / maintain accountability to ensure outcomes match the forecast. Maintain personal relationships with all large, high-profile, strategically important, or influential customers within your area (region). Collate in-depth industry knowledge within your area (region) and communicate an executive summary regularly to senior leaders. New Product Introduction (NPI) including Equipment and Technologies to ensure opportunities are identified and matched to relevant high-potential customers and their needs. Benefits: In addition to a competitive salary, 25 days holiday, an annual management bonus, life insurance, up to 7% pension, access to the company's share scheme, private medical insurance, and car allowance, you will benefit from: Enhanced maternity and paternity packages Family-friendly policies to support working parents Enhanced flexible working options Support from a team of 40+ Mental Health first-aiders Employee wellbeing solutions Electric car scheme (UK) The opportunity to work with your charity of choice Length of service or recognition awards. Specific Skills: Demonstrable Leadership skills with the ability to communicate at all levels of the business and lead through deep collaboration across the business Strategic planning and timely strategy execution Strong commercial acumen Adept in customer facing situations with outstanding, communication, presentation, negotiation and influencing skills Time management skills and the ability to prioritize multiple tasks with varying timelines, often under high degrees of pressure Proven problem solving and decision-making skills Self-motivated, and ability to work with minimal supervision Leadership of high-performance teams both within sales and operations Proven & demonstratable change management skills, comfortable with initiating and delivering change to enable profitable growth Highly collaborative Ability to network and build relationships, internally and externally (Customers, Caterpillar, Partners etc.) Knowledge: Proven (10+ years) experience in a senior sales leadership position Knowledge of customers and competitors within our regional business Caterpillar or distribution organisation awareness Understands marketing programs in relation to the pricing of the assigned product Knowledge of logistics, inventory management and related processes Industry knowledge across extraction, waste and civil engineering customer segments Accountability: Up to 15 direct reports Annual sales turnover of between £50m and £125m depending on territory and year Development of go to market sales and marketing plans for the area of business Manage sales pipeline, from opportunity to execution to maximise growth of new, used equipment, rental, rebuilds, contracts, parts and service sales. Maintain a healthy backlog aligned to the annual revenue plan throughout each quarter. Achieve targeted sales record card numbers on a monthly basis to ensure dealer pay for performance targets are reached and exceeded Achieve Caterpillar parts STU target on a monthly basis Accountable for Construction Industries New, Used, Rental, Parts & Service sales revenues and gross profit to meet or exceed budget in your area (region) Accountable for the development of a healthy sales pipeline demonstrable by backlog measure Manage Construction Industries expenses, and work with sales enablement and supply chain to deliver EBIT target through process discipline To drive successful outcomes in tenders with major customers Contribute additional revenues through growth in work tools, technology, connectivity, consultancy, finance and CVAs. Manage problem and complaint resolution, providing solutions that improve customer loyalty and reduce Finning cost Accountable for customer satisfaction measures within the business area, efficient management of customer disputes Achieve zero LTAs through a robust, participative management of health and safety within the business At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.
Title: Commercial Account Handler - Complex CommercialLocation: Poole/NewburySalary: Negotiable plus benefits Overview: Alan & Thomas Insurance Brokers (part of Brown & Brown Europe) are an established Insurance Broker that consistently aim to deliver outstanding service to clients and an enjoyable working environment for our staff. Your position as Commercial Account Handler (Broking Support) is an important role in providing technical, customer relationship and administrative support to a nominated Account Executive (AE) and the wider Alan & Thomas Team. In this role you will be responsible for handling commercial & corporate sized risks for prestigious clients across a range of industries and their cross class commercial insurance needs. You will deal with existing business and new business broking opportunities whilst also having the opportunity to visit clients. The position will require servicing of client accounts within the renewals lifecycle process, including renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation. Recent experience of working as an Account Handler is required and you will need to be able to demonstrate a good understanding of customer service, negotiation skills, broking and market awareness. This is a good long term opportunity that will suit an experienced Broker/Account Handler with good cross class commercial insurance knowledge and looking for the next step or to take on wider responsibilities. The day to day: Work with Account Executives in achievement of their New Business and Renewal targets through proactive administration and customer support of the AE. Proactively support AE's through management of their prospect pipeline, provide profiling support to AE on prospects through use of telephone, other media and by accessing information within the public domain. Be aware of current New Business appointments and undertake some pre visit fact finding on behalf of the AE. This will include research of Credit Safe, Google, website etc. and produce documentation in agreed format In advance of new business visit obtain quotations for possible up sales (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services) Make client renewal appointments on behalf of the AE and accompany them on approximately 1 or 2 a month to enhance client relationship Prepare detailed Renewal Review reports on behalf of the AE and obtain current claims experience where needed Obtain quotations for agreed 'up sales' (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services) and include in review document Broking New Business or Renewals to the market in agreement with AE strategy preparing a comprehensive and high quality business submission document. Deal with incoming enquiries from clients (both allocated and unallocated as required), insurers and other third parties in a professional and timely manner involving the relevant AE if necessary due to technical nature or relationship issue. Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms Liaise with insurers and other third parties regarding the administration of client's insurance needs. Provide high level administration and customer support to another colleague on occasions, as directed by the Commercial Administration Team leader What's on offer: Competitive salary package & benefits Joint Pension contribution scheme Salary Sacrifice options including dental and healthcare Discounts site for restaurants, cinema, retailers Cycle to work scheme Health & Wellbeing programme Casual dress code in office Performance related bonus Annual leave that rises with length of service Your Experience: Requirement of at least 2+ years commercial insurance experience either broking or underwriting Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies Excellent understanding of Commercial Insurance products and insurance options Acturis insurance broking software knowledge is an advantage Commitment to progress towards Cert CII Possession of a full driving licence
Apr 15, 2024
Full time
Title: Commercial Account Handler - Complex CommercialLocation: Poole/NewburySalary: Negotiable plus benefits Overview: Alan & Thomas Insurance Brokers (part of Brown & Brown Europe) are an established Insurance Broker that consistently aim to deliver outstanding service to clients and an enjoyable working environment for our staff. Your position as Commercial Account Handler (Broking Support) is an important role in providing technical, customer relationship and administrative support to a nominated Account Executive (AE) and the wider Alan & Thomas Team. In this role you will be responsible for handling commercial & corporate sized risks for prestigious clients across a range of industries and their cross class commercial insurance needs. You will deal with existing business and new business broking opportunities whilst also having the opportunity to visit clients. The position will require servicing of client accounts within the renewals lifecycle process, including renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation. Recent experience of working as an Account Handler is required and you will need to be able to demonstrate a good understanding of customer service, negotiation skills, broking and market awareness. This is a good long term opportunity that will suit an experienced Broker/Account Handler with good cross class commercial insurance knowledge and looking for the next step or to take on wider responsibilities. The day to day: Work with Account Executives in achievement of their New Business and Renewal targets through proactive administration and customer support of the AE. Proactively support AE's through management of their prospect pipeline, provide profiling support to AE on prospects through use of telephone, other media and by accessing information within the public domain. Be aware of current New Business appointments and undertake some pre visit fact finding on behalf of the AE. This will include research of Credit Safe, Google, website etc. and produce documentation in agreed format In advance of new business visit obtain quotations for possible up sales (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services) Make client renewal appointments on behalf of the AE and accompany them on approximately 1 or 2 a month to enhance client relationship Prepare detailed Renewal Review reports on behalf of the AE and obtain current claims experience where needed Obtain quotations for agreed 'up sales' (e.g. Excess PL, D&O, Excess PI, Loss Recovery or Additional Services) and include in review document Broking New Business or Renewals to the market in agreement with AE strategy preparing a comprehensive and high quality business submission document. Deal with incoming enquiries from clients (both allocated and unallocated as required), insurers and other third parties in a professional and timely manner involving the relevant AE if necessary due to technical nature or relationship issue. Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms Liaise with insurers and other third parties regarding the administration of client's insurance needs. Provide high level administration and customer support to another colleague on occasions, as directed by the Commercial Administration Team leader What's on offer: Competitive salary package & benefits Joint Pension contribution scheme Salary Sacrifice options including dental and healthcare Discounts site for restaurants, cinema, retailers Cycle to work scheme Health & Wellbeing programme Casual dress code in office Performance related bonus Annual leave that rises with length of service Your Experience: Requirement of at least 2+ years commercial insurance experience either broking or underwriting Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies Excellent understanding of Commercial Insurance products and insurance options Acturis insurance broking software knowledge is an advantage Commitment to progress towards Cert CII Possession of a full driving licence