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Commercial Account Handler – Sales & Service £35,000 - £45,000 (DOE) + bonus Office Based – Newcastle under Lyme Monday – Friday 9am – 5pm (can be flexible) We’re looking for a personable, detail-focused Commercial Account Handler to join the team. In this role, you’ll be the trusted advisor to existing clients - offering expert insurance advice, identifying opportunities to enhance their cover, and making sure they receive the highest standard of service. What you’ll be doing • Building strong, long-term client relationships, • Advising on insurance needs and spotting gaps in cover, • Introducing new products to existing clients where they add value, • Negotiating with insurers to secure the best terms, • Supporting clients with claims, alongside the wider team, • Using systems like Acturis, Excel, and Outlook to manage client accounts efficiently, • Proactively seeking ways to improve processes and client experience What you’ll bring • Experience in commercial insurance (Property, Liability, Professional Indemnity), • Strong communication and influencing skills, • A proactive, organised, and client-first mindset, • Confidence in relationship management and negotiation, • Knowledge of FCA compliance and insurance market appetite Why join them? You’ll join a close-knit, forward-thinking team that celebrates achievements, supports your professional growth, and believes in delivering outstanding client care. If you’re ready to combine service excellence with advice-led sales, we’d love to hear from you. Benefits: 24 days annual leave + bank holidays Closed over Christmas period – fully paid Free parking Healthcare Corporate days out Interested? Call Laura on 07747 446152 for more information or send CV to

Commercial Account Handler – Sales & Service £35,000 - £45,000 (DOE) + bonus Office Based – Newcastle under Lyme Monday – Friday 9am – 5pm (can be flexible) We’re looking for a personable, detail-focused Commercial Account Handler to join the team. In this role, you’ll be the trusted advisor to existing clients - offering expert insurance advice, identifying opportunities to enhance their cover, and making sure they receive the highest standard of service. What you’ll be doing • Building strong, long-term client relationships, • Advising on insurance needs and spotting gaps in cover, • Introducing new products to existing clients where they add value, • Negotiating with insurers to secure the best terms, • Supporting clients with claims, alongside the wider team, • Using systems like Acturis, Excel, and Outlook to manage client accounts efficiently, • Proactively seeking ways to improve processes and client experience What you’ll bring • Experience in commercial insurance (Property, Liability, Professional Indemnity), • Strong communication and influencing skills, • A proactive, organised, and client-first mindset, • Confidence in relationship management and negotiation, • Knowledge of FCA compliance and insurance market appetite Why join them? You’ll join a close-knit, forward-thinking team that celebrates achievements, supports your professional growth, and believes in delivering outstanding client care. If you’re ready to combine service excellence with advice-led sales, we’d love to hear from you. Benefits: 24 days annual leave + bank holidays Closed over Christmas period – fully paid Free parking Healthcare Corporate days out Interested? Call Laura on 07747 446152 for more information or send CV to

Oakley Recruitment is working in partnership with an expanding organisation based in Newcastle under-Lyme. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships. Often going out as a team socially. The environment is a corporate office space with a modern feel. Personality The ideal candidate will have experience working with a variety of products and will have a good understanding of the whole financial process. You will demonstrating good client communication and relationships as well as quality service delivery. Reward 23 days holiday including bank holidays, increasing in length of service to 25 days Contributory pension Sick pay probation (4 weeks) Life insurance Virtual doctor and mental health appointments Salary sacrifice Employee Assistance Programme Job Role: Working with the Financial Planner to discuss client objectives, identifying and where required, assist the Financial Services Administrators in obtaining information necessary to compile a comprehensive financial suitability report Assisting in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives Assisting in the preparation of tax calculations where necessary Ensuring information collected and collated about (and from) the client is in accordance with the principles of know your client and company policy Ensuring all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation Preparing suitability reports and recommendations for approval by the Financial Planner, preparing associated accompanying documentation for client to sign Ensuring client declaration and signed authorisation is on any advice piece before anything transactional occurs Conducting fund research and analysis using FE Analytics in support of Financial Planner recommendations as well as other software systems such as Selectapension for pension switch business, Conquest for Cashflow reporting producing comprehensive cashflow reports for relevant clients and reviews (software systems available as at 2025) Ensuring suitability report templates updated and compliant with regulatory/tax year change Maintaining a suitability reports template library for use across the hub Collating and maintaining up to date Due Diligence research on funds, providers, platforms Preparing monthly Cumulative return tables and communicating these effectively to the Financial Planners, Team Leaders Skills and experience: Minimum 2 years experience in a Paraplanning role at an IFA firm DipPFS qualified or equivalent Level 4 qualification Team working and collaboration Planning and Prioritising Ability to work effectively and efficiently Using IT software systems Adhering to Operational and business processes Demonstrate honesty and integrity Adaptability, enthusiasm and dependability Personal commitment Ability to achieve agreed outcomes without supervision Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process. TPBN1_UKTJ

Were looking for a Health and Safety Manager to join our Property Team. Youll be responsible for making sure our Groups statutory health and safety obligations are met, and that our business is compliant with health and safety Regulations. Job requirements Ensure all regulatory H&S requirements are met. Making sure all H&S targets are achieved, and service level agreements are met. Ensure a robust health and safety management system is operating to provide effective health, safety, and compliance with Regulations Maintain an in-depth knowledge of all relevant health and safety legislation, building regulations, British Standards and sector best practices. Make sure implications of any future regulation and legislation changes are considered, risk assessed and used to improve and update the Groups corporate approach to H&S. Provide support to the Property Team Management, making sure all regulatory and legislative responsibilities for fire, gas, asbestos, electrical, water hygiene and lift safety are achieved. Develop and produce regular assurance reports covering all areas of performance on H&S. Promoting positive working relationships and one team approach with all other managers and staff, adopting all the principles of the Honeycomb Group Leadership Compact for H&S Management. What were looking for: Educated to a degree level or qualified by substantial experience in H&S Practice. A relevant professional qualification in H&S Management such as NEBOSH GC / Diploma or NCRQ, or equivalent. Experience of leading and managing H&S in a social housing or similar setting. A solid understanding of statutory health and safety compliance across social housing including fire safety, asbestos risk management, HHSRS and lone working. A solid understanding of health and safety management and able to challenge unsafe practices. Up to date knowledge of legislation, best practice, and statutory guidance. Be the Groups accountable lead for all matters relating to health and safety. Excellent communication, influencing and negotiating skills. Supporting a culture of continuous improvement. An inspirational leader who can develop, coach, encourage and motivate others to manage H&S in their respective teams and to support the internal H&S training provision. Must hold a full UK driving license with use of your own vehicle including business insurance. Help us wave goodbye to stigmas and hello to a new chapter of affordable housing. Apply now! Well be interviewing as we go so might close the application process early if we find the right person. TPBN1_UKTJ

Oakley Recruitment is working in partnership with an expanding organisation based in Newcastle-under-Lyme. This is an excellent opportunity to join the team as a Compliance Administrator on a full-time permanent basis Culture and Environment Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships. Often going out as a team socially. The environment is a corporate office space with a modern feel. Personality Our client is looking for an individual has experience working within the Independent Financial Planning Industry. Someone who is adaptable, dependable and enthusiastic. You will be supporting Compliance Officer and wider Compliance team, providing an efficient, high quality and compliant service to the business as its stakeholders. Reward 23 days holiday including bank holidays, increasing in length of service to 25 days Contributory pension Sick pay probation (4 weeks) Life insurance Virtual doctor and mental health appointments Salary sacrifice Employee Assistance Programme Hybrid working with 1-2 days at home (based on experience) Job Role: Performing risk assessments to understand risk level, significance and scope Keeping up to date with, and understand, relevant laws and regulations Monitoring compliance with laws, regulations and internal policies Managing voluntary best practice relating to professional standards Ensuring that your findings are recorded and followed up with management so that issues can be rectified Educating employees on regulations, and the impact on the organisation Investigating irregularities and non-compliance issues Involvement with various compliance reporting Highlighting or escalating areas of concern Contributing to robust and effective compliance controls within the organisation Reviewing marketing materials, presentations and websites to ensure compliance with regulatory requirements Assisting in the gathering of internal information in response to regulatory requests Collaborating with other departments and Central Compliance Team to create a culture of compliance Assisting with client meetings Attending and assisting with facilitating the risk committee Assisting in completion of annual Money Laundering Officers Report and Compliance Officers Report Ensuring all of policies and procedures are up to date and fit for purpose Supporting in preparation for annual compliance audit and provide assistance with any actions that arise from the audit Assisting with the resolution of any complaints received & undertake route cause analysis Skills and experience: Critical problem-solving Ability to analyse and interpret information quickly Team working and collaboration Ability to use systems and processes Prioritisation Demonstrate honesty and integrity Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process. TPBN1_UKTJ