We’re NFP, an Aon Company, and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It’s a time of rapid growth for the European arm of the business, so we are looking for someone to support our dynamic financial planning team of advisors and client relationship managers. We are recruiting for an Office Manager to support our dynamic financial planning team of advisors and client relationship managers. This role is integral to ensuring smooth day-to-day operations, fostering a productive work environment, and delivering exceptional client service. The Office Manager will oversee administrative functions, coordinate team activities, and manage office logistics while serving as a key support resource for the team. Overview of duties Administrative Support: Manage and coordinate schedules, meetings, and appointments for advisors and client relationship managers. Prepare and process documentation related to client accounts, including onboarding paperwork, compliance forms, and transaction requests. Act as the primary point of contact for administrative inquiries and support needs. Client Relationship Support: Assist in preparing materials for client meetings, such as reports, presentations, and follow-up documentation. Handle incoming client inquiries with professionalism, routing them to the appropriate team member as needed. Coordinate and track client communications to maintain high service standards. Team Coordination: Organise team meetings, events, and training sessions to enhance collaboration and professional development. Maintain and update team records, including performance metrics and compliance documentation. Manage budgets and process invoices for approval. Support the preparation of operational and client-related reports as needed. Person specification Knowledge, skills and abilities: Strong organisational and multitasking skills, with attention to detail. Excellent interpersonal and communication abilities. Proficiency in office software (e.g., Microsoft Office Suite, CRM systems). Knowledge of financial industry regulations and client confidentiality standards is a plus. Problem-solving mindset and ability to work independently under minimal supervision. Education and/or Experience: At least 3 years of experience in office management, preferably in the financial or wealth management industry. Experience with Dynamic Planner and Intelligent Office or Curo systems. Key information: Location: Bromsgrove, hybrid Hours: Monday – Friday, 35 Hours If this sounds like something you are interested in please apply, or contact Lucy Reed for further information. Apply Now or Contact Us for More Information! Attractions - NFP We pride ourselves on our fast-paced, collaborative, vibrant working environment and hybrid model for part-remote working. Our PeopleFirst culture means our people work in a flexible and autonomous way and have the freedom and expertise to deliver outstanding service to clients in the way that they know-how. We focus on making sure that people can bring their best selves to work every day; and that they are placing as much importance on family and community as they do their valuable work. Our diversity and inclusion initiatives and charity work form a large part of this. #J-18808-Ljbffr
We’re NFP, an Aon Company, and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It’s a time of rapid growth for the European arm of the business, so we are looking for someone to ensure the smooth operation of the directors’ professional activities. We are recruiting for an Executive Assistant to play a pivotal role in ensuring the smooth operation of the directors’ professional activities. This is a demanding yet rewarding position, requiring exceptional organisational skills, a proactive mindset, and the ability to manage competing priorities in a fast-paced environment. Overview of duties Diary and Schedule Management: Manage complex diaries, coordinate meetings, and arrange appointments across multiple time zones. Ensure the directors’ schedules are optimised and aligned with business priorities. Communication and Correspondence: Act as the first point of contact for the directors, screening and prioritising emails, calls, and correspondence. Draft, proofread, and manage correspondence on behalf of the directors. Meeting Preparation: Organise and prepare agendas, presentations, and documentation for internal and client meetings. Take minutes and follow up on action points to ensure completion. Travel Coordination: Arrange domestic and international travel, including flights, accommodation, and itineraries. Anticipate and resolve potential issues related to travel plans. Administrative Support: Maintain confidential records, files, and databases. Manage expense reports and budgets for the directors. Assist with ad hoc administrative tasks and projects as required. Project Management: Support directors with ongoing projects, ensuring deadlines are met and tasks are prioritised. Liaise with internal teams and external stakeholders to ensure seamless collaboration. Person specification Knowledge, skills and abilities: Strong organisational skills with the ability to multitask and prioritise effectively, particularly with executives diary management Excellent written and verbal communication skills. Confidence to manage expectations Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and familiarity with cloud-based tools (e.g., Teams, SharePoint). A proactive, problem-solving mindset with a high level of attention to detail. Education / and or Experience At least 2 years proven experience as an Executive Assistant, Personal Assistant, or similar role supporting senior executives. Key information: Hours: 35 hours Location: Bromsgrove, Hybrid If this sounds like something you are interested in please apply, or contact Lucy Reed for further information. Apply Now or Contact Us for More Information! #J-18808-Ljbffr
We’re NFP and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It’s a time of rapid growth for the European arm of the business, so we need someone to join us to serve as the first point of contact for employees seeking technical assistance for technology issues. We are recruiting for an IT Analyst, to join our IT team based in Bromsgrove. The IT Support Analyst will serve as the first point of contact for employees seeking technical assistance for technology issues. Provide technical support over the phone, in-person, or other means of communications while maintaining high levels of customer service. This position will support the end users in all offices. Overview of duties Setup and test PCs for new and/or existing users Respond to user hardware and software problems Test, document, and assist with corporate initiatives as assigned by Manager Assist with management of mobile devices Provide IT support to others in the team Provide support for all Technology products and services, including answering questions, troubleshooting problems, teaching, or instructing customers regarding software or hardware functionality, and communicating policy Determine the most effective manner to resolve client's technical issue Record required customer and problem information in the corporate ticketing system, ServiceNow. Update tickets with appropriate journal entries of activities and closing tickets with resolution entered upon completion of the job Resolve all levels of work orders as assigned. Elevate complex and/or high priority problems to the appropriate support groups for resolution Providing onsite support for our Midland offices Management and upkeep of equipment in our Midland offices Person specification Knowledge, skills and abilities: Outstanding customer service skills with the ability to speak about complex issues in a down to earth manner Good knowledge of current Windows Operating System Good knowledge of Microsoft 365 office suite Experience with PC hardware build and troubleshooting Familiarity with Apple & Android mobile devices Own transport as this role supports multiple sites Excellent communication skills, with a good command of the English language to provide effective phone, Teams & in-person support This position requires handling confidential information in an appropriate manner Interactions with company associates must be handled with diplomacy and tact Individual must be able to gauge the user's technical ability and communicate with them appropriately Self-motivated with excellent organizational and planning skills, including the ability to remain calm and manage time well in a fast-paced, ever-changing, team-oriented environment Capable of working on multiple projects and/or assignments Exceptional problem-solving skills The individual will work either on their own or with the larger technology team to resolve the issue and document the solution Education and/or Experience: BA or BS degree preferred or equivalent experience 3+ years of experience working for a corporate level service desk Experience of ServiceDesk (preferable) Experience in OpenGI or Applied Epic applications would be preferable Key information: If this sounds like something you are interested in please apply, or contact Paige Hughes for further information. We may be a global business, but our culture is united and truly collaborative. We strive to adopt a genuinely flexible approach to working, and we have the technology to make it as easy as possible for our people around the world to connect to one another, and to be productive in and out of the office. We want everyone to bring their best selves to work each day, so we have a relaxed and casual office environment, plus great employee benefits and socials. Joining NFP means you’ll get plenty of opportunities to invest in your career and personal development. Attractions - NFP We pride ourselves on our fast-paced, collaborative, vibrant working environment and hybrid model for part-remote working Our PeopleFirst culture means our people work in a flexible and autonomous way and have the freedom and expertise to deliver outstanding service to clients in the way that they know-how We build partnerships with organisations that can complement our client offering and we invest in new technology to deliver innovative solutions in our given markets We focus on making sure that people can bring their best selves to work every day; and that they are placing as much importance on family and community as they do their valuable work Our diversity and inclusion initiatives and charity work form a large part of this. NFP has an Executive Board member who is dedicated to diversity and inclusion, and has a D&I Board made up of individuals from across our entire business #J-18808-Ljbffr
We’re hiring for a Data Migration Analyst We’re NFP, an Aon Company, and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It’s a time of rapid growth for the European arm of the business, so we are looking for someone to be responsible for supporting the Implementation Leads in migrating data from the legacy operating systems. We are recruiting for a Data Migration Analyst, you will be responsible for supporting the Implementation Leads in migrating data from the legacy operating systems to the commercial insurance partnered integrated systems, primarily supporting implementations in the United Kingdom and Ireland. Overview of duties Obtain data from legacy broker management systems in various formats Format the data into a standard template, often using Microsoft Excel, Microsoft SQL, Alteryx or other analytics applications Collaborate with the business, the onboarding brokerage and/or Implementation leads to facilitate clean-up and complete mapping the data from source to destination Prepare and format Insurer and Employee lists for discussions with the brokerage and configuration into the destination broker management system Validate data using various reports and migration tools to determine any migration issues or further clean-up needed Facilitate data reviews to ensure on-time completion and data quality Become knowledgeable in the flow of information (data/documents/transactions/messages) Track migration issues to ensure these are reported, fixed and validated Ensure various milestones are met in accordance with the project plan and timeline Determine where custom scripting may be required, clarify the details and validate the results Liaise with our conversion vendor to ensure project requirements are specified and discuss any conversion questions and impacts Liaise with business representatives, developers, and Project Leads to address any data issues and ensure compliance with migration standards Write database extracts, analyse tables, and write extraction procedures using technologies such as Oracle PL/SQ Person specification Knowledge, skills and abilities: Advanced Microsoft Excel skills including lookups, other formulas and pivot tables Ability to communicate complex migration issues to non-technical stakeholders Strong analytical skills and creative problem-solving capabilities Ability to take on a variety of projects and adapt to changing business needs Professional presentation skills and strong interpersonal skills Willingness and flexibility to adjust to and conform with changing timelines and schedules Ability to work with colleagues and clients across all time zones as necessary Education and/or Experience: Alteryx experience is preferred Experience with migration of data from one system to another Prior involvement with an organization’s system implementation Ability to self-teach and mentor others in data migration processes Experience in Applied Systems Epic software Key information: Location: Remote, occasional travel to the Birmingham office Hours: Monday - Friday, 35 Hours If this sounds like something you are interested in please apply, or contact Lucy Reed for further information. We may be a global business, but our culture is united and truly collaborative. We strive to adopt a genuinely flexible approach to working, and we have the technology to make it as easy as possible for our people around the world to connect to one another, and to be productive in and out of the office. We want everyone to bring their best selves to work each day, so we have a relaxed and casual office environment, plus great employee benefits and socials. Joining NFP means you’ll get plenty of opportunities to invest in your career and personal development. Attractions - NFP We pride ourselves on our fast-paced, collaborative, vibrant working environment and hybrid model for part-remote working Our PeopleFirst culture means our people work in a flexible and autonomous way and have the freedom and expertise to deliver outstanding service to clients in the way that they know-how. We build partnerships with organisations that can complement our client offering and we invest in new technology to deliver innovative solutions in our given markets. We focus on making sure that people can bring their best selves to work every day; and that they are placing as much importance on family and community as they do their valuable work. Our diversity and inclusion initiatives and charity work form a large part of this. NFP has an Executive Board member who is dedicated to diversity and inclusion, and has a D&I Board made up of individuals from across our entire business. #J-18808-Ljbffr
We’re NFP and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It’s a time of rapid growth for the European arm of the business, so we are looking for someone to provide administration of clients claims. This will include providing advice to clients on claims process, issuing and administering claims forms, managing the process from end to end with insurers and Loss adjusters for settlement. We are recruiting for a Claims Handler to provide administration of clients claims. This will include providing advice to clients on claims process, issuing and administering claims forms, managing the process from end to end with insurers and Loss adjusters for settlement. You will be required to provide technical claims advice to the Servicing/Sales account executives. Overview of duties Deal with incoming enquiries from clients, insurers and other third parties in a professional and timely manner. Manage client’s claims including advice on whether a claim is covered. Issue and administration of claim forms. Issue claims settlement cheques. Actively monitor progress on outstanding claims and provide timely and accurate feedback to clients and Account Executives. Liaise with Insurers, Loss Adjusters and other third parties regarding the administration of claims. Provide technical and administrative support to the Directors and Account Executives. Run and amend client reports. Computer literate and thorough understanding of Company software. Good IT skills in particular Microsoft Word/Excel/Outlook. Person specification Knowledge, skills and abilities: Good knowledge of property, liability, accident, and motor classes of general insurance. Working knowledge of all other classes of general insurance. Good knowledge of FCA regulatory requirements. Good attention to detail and ability to prioritise work. Education and/or Experience: “A” Level standard in education an advantage. Key information: If this sounds like something you are interested in please apply, or contact Lucy Reed for further information. We may be a global business, but our culture is united and truly collaborative. We strive to adopt a genuinely flexible approach to working, and we have the technology to make it as easy as possible for our people around the world to connect to one another, and to be productive in and out of the office. We want everyone to bring their best selves to work each day, so we have a relaxed and casual office environment, plus great employee benefits and socials. Joining NFP means you’ll get plenty of opportunities to invest in your career and personal development. Attractions - NFP We pride ourselves on our fast-paced, collaborative, vibrant working environment and hybrid model for part-remote working. Our PeopleFirst culture means our people work in a flexible and autonomous way and have the freedom and expertise to deliver outstanding service to clients in the way that they know-how. We build partnerships with organisations that can complement our client offering and we invest in new technology to deliver innovative solutions in our given markets. We focus on making sure that people can bring their best selves to work every day; and that they are placing as much importance on family and community as they do their valuable work. Our diversity and inclusion initiatives and charity work form a large part of this. NFP has an Executive Board member who is dedicated to diversity and inclusion, and has a D&I Board made up of individuals from across our entire business. #J-18808-Ljbffr
We’re hiring for a Personal Lines Account Handler We’re NFP, an Aon Company, and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It’s a time of rapid growth for the European arm of the business, so we are looking for someone to work on the handling of Mid Net Worth & High Net Worth policies and retain and provide a service to existing customers. We are recruiting for a Personal Lines Account Handler to work on the handling of Mid Net Worth & High Net Worth policies and retain and provide a service to existing customers. Overview of duties Maintain a professional image of self and the Group to all customers and insurers Identify and understand the customers needs and business Build relationships with customers and provide an ongoing service Complete and offer all renewals within the FCA guidelines Complete and process all new business and transfer new business within the FCA guidelines Completion of tasks in a timely manner Ensure that all compliance responsibilities are recorded and reported as required Build own technical knowledge to achieve/maintain competence and maintain own training records Person specification Knowledge, skills and abilities: Planning and Organisational skills High Net Worth & Mid Net Worth Insurance Technical Knowledge FCA Compliant Process Education / and or Experience General insurance experience Key information: Hours: Monday – Friday, 35 Hours Location: Hemel Hempstead If this sounds like something you are interested in please apply, or contact Paige Hughes or Lucy Reed for further information. #J-18808-Ljbffr
We’re hiring for a Senior Account Handler We’re NFP and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It’s a time of rapid growth for the European arm of the business, so we are looking for someone to assist in delivering exceptional service to NFP clients through a desk-based service model whilst assisting in increasing business efficiency and optimising service delivery. We are recruiting for a Senior Account Handler to assist in delivering exceptional service to NFP clients through a desk-based service model whilst assisting in increasing business efficiency and optimising service delivery. The individual will consult with all levels of NFP and P&C management (and wider) to design and execute strategies that can be implemented fast and with minimum staff members' resistance. Overview of duties Provide a high level of professional advice and all-round service in all aspects of the client relationship - answering general enquiries, renewals, midterm adjustments as well as obtaining quotations Manage a range of larger client insurance programs Handle a varied range of new business enquiries and presentations to market Act as a technical referral point within a well-established commercial team and offer guidance to less experienced team members Be involved in all aspects of client engagement working closely with the senior directors and executives of the business Identify cross selling opportunities where appropriate Be challenged professionally, with a varied case load of Business clients who will value your advice and service Be part of a growing and market leading team, well respected by clients and peers and able to broker in your clients' best interests Have access to leading technology and infrastructure to allow you to carry out your duties efficiently and effectively Person specification Knowledge, skills and abilities: A professional Insurance Account Handler, Broker or Client Service Executive seeking to progress your career or an insurance professional from another discipline keen to develop a career in a customer servicing role Interested in joining a leading independent firm that will value your input and commit to training & development Hold a good knowledge of cross class commercial insurance classes with a number of years’ experience and a positive approach Motivated by sourcing and providing solid insurance advice and solutions for your clients A team player with a "can do" attitude looking to develop a career in commercial insurance Able to converse at all levels and act as interface between all Insurance departments, clients and service providers Able to build positive relationships within the team, and with Clients Education/ experience: Ability to collate information and produce reports Able to organise and prioritise the overall workload of a team Experience of international placements Hours: Monday - Friday, 35 hours Location: Birmingham If this sounds like something you are interested in please apply, or contact Paige Hughes or Lucy Reed for further information. We may be a global business, but our culture is united and truly collaborative. We strive to adopt a genuinely flexible approach to working, and we have the technology to make it as easy as possible for our people around the world to connect to one another, and to be productive in and out of the office. We want everyone to bring their best selves to work each day, so we have a relaxed and casual office environment, plus great employee benefits and socials. Joining NFP means you’ll get plenty of opportunities to invest in your career and personal development. Attractions - NFP We pride ourselves on our fast-paced, collaborative, vibrant working environment and hybrid model for part-remote working Our PeopleFirst culture means our people work in a flexible and autonomous way and have the freedom and expertise to deliver outstanding service to clients in the way that they know-how. We build partnerships with organisations that can complement our client offering and we invest in new technology to deliver innovative solutions in our given markets. We focus on making sure that people can bring their best selves to work every day; and that they are placing as much importance on family and community as they do their valuable work. Our diversity and inclusion initiatives and charity work form a large part of this. NFP has an Executive Board member who is dedicated to diversity and inclusion, and has a D&I Board made up of individuals from across our entire business. #J-18808-Ljbffr
