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Looking for someone ideally from a HNW / Private client background SALES Proactive generation of new business appointments and sales to realise individual new business targets and self monitoring individual sales activity to ensure all avenues are maximised. To realise individual sales targets through the achievement of new business and renewal figures, self monitoring individual sales activity to ensure all avenues are maximised To track and monitor progress of activity monitoring conversion rates for leads, appointments, quote and sales activity. To generate and support target market focus projects across the company. To adhere and support new and existing sales incentives across the company, i.e. Cross selling, networking and referrals. CUSTOMER SERVICES To ensure that customer service levels are implemented and maintained to a high level ensuring that team achieve results whereby at least 90% of clients are satisfied with the level of service provided. To ensure that there are no more than 1% complaints per month for the department. To ensure that telephone response times are maintained in accordance with specified parameters. To ensure that all complaints are dealt with within 1 working day in accordance with FCA requirements, or if unresolved/unsatisfied such complaints are passed to compliance manager immediately. ACCOUNT MANAGEMENT Ensure that insurance and risk management needs are fully met to the satisfaction of clients and the team. To ensure that full presentations are sent out to market, and are actively managed to ensure the best premium and level of cover are obtained for the needs of the client. Ensure that all clients are appropriately informed of all matters relating to their insurance in a timely manner and in accordance with FCA guidelines, accurately presenting recommendations and options to clients. To work in line with established administration processes to ensure all documentation are accurately produced and distributed to clients. Accurately document all instructions/conversations with clients on manual and IT based systems, with specific emphasis on the latter, ensuring client files are kept up to date. Ensure that all renewals are actioned within FCA guidelines. To encourage long term relationships with our clients ensuring that a minimum renewal retention rate of 90% is obtained. Ensure that all Mid Term adjustments are actioned appropriately in a timely manner. To maintain NTU level below 10% in any one month period. ADMINSTRATION Competently undertake and complete general office administration including, but not limited to, company and team post, photocopying, filtering phone calls, filing and scanning. Deal with enquiries by telephone, email and in person from clients, colleagues, insurers and third parties as required. Ensure client files are kept accurate and up to date, using established processes and ensuring Auto Processes are created, checked and sent to clients on a daily basis. To work in line with established administration processes to ensure all documentation are accurately produced and distributed to clients for new business, renewals and mid term adjustments. To ensure general accounting functions for clients are completed in a timely manner, to include accurate record keeping, ensuring credit control processes are adhered to and back office z readings are completed and filed daily. Complete daily processing of cheques, monies and credit card payments in line with FCA guidelines To accurately process finance over riders. To ensure the timely payment of commissions by third parties. PERSONAL DEVELOPMENT To keep the Team Leader informed appropriately and as required of his/her work. To maintain a sound knowledge of clients industries, businesses and risks. To develop and maintain an appropriate knowledge of the market. To be working towards or achieved the Certificate in Insurance. To correctly complete and participate in Continual Professional Development, with monthly sheets being submitted to the Team Leader. ACCOUNTING, FINANCE & OFFICE To navigate and effectively maintain manual and IT systems for processing, accounting and administration purposes, making recommendations for development and improvements where applicable. To ensure and re-enforce the timely payment of all premiums in line with company procedures. To be aware of premium dues and bad dept and minimise levels working in line with processes and procedures to avoid credit control referrals. To maintain open lines of communication with accounts to assist in the resolution of account queries within the specified timeframe. To be aware of and monitor the correct use of commissions. To monitor and communicate potential marketing and advertising expenditure with the Team Leader. To ensure that Health and Safety processes are adhered to within the department in accordance with company procedures. To ensure that all claims notifications are communicated and passed through to the Claims department immediately by all employees. Assist in the creation, development and implementation to improve processes and procedures for the team and company. To provide flexibility and support to the business, undertaking any reasonable tasks as requested by your manager or member of the management team. FCA & COMPLIANCE Ensure all activities and customer interactions are conducted in full compliance with FCA regulations, guidelines, and industry best practices. Be aware of changes in FCA rules and regulations, ensuring knowledge of internal policies and procedures are kept up to date and adopted To ensure regulatory standards relating to your work are consistently met. Identify and report any potential breaches or risks relating to FCA regulations and support remediation efforts. Maintain a strong understanding of the FCA Handbook, particularly principles relating to Consumer Duty, Treating Customers Fairly (TCF), and Senior Managers and Certification Regime (SM&CR), and Individual Conduct Rules where applicable Dimension This post has no line management responsibilities

Surveyor Location: South/South East Hybrid Salary: Up to £60,000 + Company Car / Car Allowance The Opportunity We are looking for an experienced and capable Surveyor to join a construction monitoring team. This role is crucial in analysing due diligence, reviewing build costs and programmes, assessing site progress, and ensuring full documentation accuracy from project start to final drawdown. This suits someone either: Taking their second career step with ambition to grow into leadership, or An experienced surveyor seeking a less corporate, more autonomous environment with opportunities to mentor and shape a developing team. You will split your time between the office (Mondays required), working from home, and regular travel for site visits across the South Coast. What Youll Be Doing Core Responsibilities This role is analysis- and due-diligence-led, supporting development finance lending decisions: Review and fact-check build costs, schedules, and programmes, benchmarking against industry standards (e.g., Spons). Check all technical information feeding into credit applications and credit agreements. Once a deal is completed, undertake construction monitoring: Conduct site visits for drawdown requests. Verify completed works against programme and budget. Review building control documents, warranties, planning discharges, invoices, and insurances. Ensure all documentation is complete from first to final drawdown. Negotiate valuations with clients, their QS, or cost consultants. Collaborate with origination, credit, and senior management teams. Help improve internal processes and support the firms growing project pipeline. What You Need to Bring Experience & Technical Skills Background in Quantity Surveying , construction monitoring, or development appraisals. Strong capability in analysing build costs, cashflows, and programmes. Confident in conducting site inspections and checking regulatory compliance. Experience with refurbishments and conversion projects is highly advantageous. Willingness to travel across the South/South East territory. Confident negotiating valuations with clients. Soft Skills Self-driven, proactive, and comfortable working outside corporate structure. Strong communication skills and confidence to challenge assumptions. Natural mentoring approach and ability to support junior hires as the team grows. Collaborative mindset, working well with internal teams and leadership. Key Performance Indicators Success will be measured by: Accuracy of cost and programme analysis against benchmarks like Spons. Quality and timeliness of site visit reports. Reliability in validating drawdowns and ensuring documentation accuracy. Effective negotiation with QSs, clients, and contractors. Contribution to team development and process improvements. Compensation & Benefits Salary up to £60,000 Company car or car allowance Hybrid working (Monday in-office mandatory) Flexibility around home and site-based work Strong mentorship and future leadership opportunities Exposure to both client development projects and internal development activity Who This Role Is Not For Those wanting a highly structured corporate environment Candidates expecting salaries beyond £60k at this stage Anyone unable to travel frequently or attend the office on Mondays Individuals needing heavy supervision Company Overview Our client is a specialist development finance lender supporting small and medium-sized businesses across the South/South East region. As a private firm, the culture is hands-on, practical, and rooted learning environment. There are no rigid corporate training programmesemployees gain accelerated exposure, real responsibility, and strong progression opportunities. The business embraces incoming talent, supports development, and promotes a healthy cycle of growth as team members advance in their careers. TPBN1_UKTJ

Sales Administrator (Internal Sales) Required! Our client designs and manufactures high quality, energy efficient lighting products. Operating since 1991, our client offers a range of internal and external luminaires, while also offering bespoke products to align any requirements. On behalf of our client, we are looking to recruit an Internal Sales Executive to join their friendly team. This position is a front-line role to inbound customer enquiries, including technical project requests, providing essential customer service excellence. Package: Salary £30,000 - £33,000 (DOE) 20 days holiday + bank holidays + 3 days Christmas shut down 8am - 5pm Monday to Friday Company pension On-site parking Sales Administrator (Internal Sales) - Responsibilities: Handle customer enquiries, understand their needs, and identify sales opportunities Answer questions, resolve issues, and provide information via calls and emails Explain product features and assist in building quotes with technical support Follow up on old project quotes Process orders on Sage and keep customers updated Track and respond to all enquiries promptly Update ACT CRM, including old quotes and order statuses Create and manage BOMs and part numbers Prepare product and project-based quotes, including system design Work with Technical team to provide solution designs Liaise with suppliers on pricing and technical requirements Work closely with Purchasing, Credit Control, Production, Design, Technical, and Dispatch teams Answer phone calls if Internal Sales team is busy Represent Internal Sales in departmental meetings Attend client sites occasionally Support website updates and produce reports from Sage Raise proformas and input orders Undertake other reasonable duties as requested Sales Administrator (Internal Sales) - Requirements: 4 years' experience in an internal sales / customer focused role within a technical, manufacturing environment Excellent verbal communication and active listening skills Patience, time management skills, and ability to prioritise tasks Ability to work independently and as part of a team Excellent numeracy skills for accurate and speedy calculation of sales quotes Streamline Search is acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying to this post you are granting us consent to process your data and contact you in relation to this application. TPBN1_UKTJ

Title: Quantity Surveyor (Fareham)Location: Fareham, Hampshire, South East, UKCompany: Trafalgar Talent LtdSurveyor Location:South/South East Hybrid Salary: Up to £60,000 + Company Car / Car AllowanceThe OpportunityWe are looking for an experienced and capable Surveyor to join a construction monitoring team. This role is crucial in analysing due diligence, reviewing build costs and programmes, assessing site progress, and ensuring full documentation accuracy from project start to final drawdown.This suits someone either:Taking their second career step with ambition to grow into leadership, orAn experienced surveyor seeking a less corporate, more autonomous environment with opportunities to mentor and shape a developing team.You will split your time between the office (Mondays required), working from home, and regular travel for site visits across the South Coast.What Youll Be DoingCore ResponsibilitiesThis role is analysis- and due-diligence-led, supporting development finance lending decisions:Review and fact-check build costs, schedules, and programmes, benchmarking against industry standards (e.g., Spons).Check all technical information feeding into credit applications and credit agreements.Once a deal is completed, undertake construction monitoring:Conduct site visits for drawdown requests.Verify completed works against programme and budget.Review building control documents, warranties, planning discharges, invoices, and insurances.Ensure all documentation is complete from first to final drawdown.Negotiate valuations with clients, their QS, or cost consultants.Collaborate with origination, credit, and senior management teams.Help improve internal processes and support the firms growing project pipeline.What You Need to BringExperience & Technical SkillsBackground in Quantity Surveying, construction monitoring, or development appraisals.Strong capability in analysing build costs, cashflows, and programmes.Confident in conducting site inspections and checking regulatory compliance.Experience with refurbishments and conversion projects is highly advantageous.Willingness to travel across the South/South East territory.Confident negotiating valuations with clients.Soft SkillsSelf-driven, proactive, and comfortable working outside corporate structure.Strong communication skills and confidence to challenge assumptions.Natural mentoring approach and ability to support junior hires as the team grows.Collaborative mindset, working well with internal teams and leadership.Key Performance IndicatorsSuccess will be measured by:Accuracy of cost and programme analysis against benchmarks like Spons.Quality and timeliness of site visit reports.Reliability in validating drawdowns and ensuring documentation accuracy.Effective negotiation with QSs, clients, and contractors.Contribution to team development and process improvements.Compensation & BenefitsSalary up to £60,000Company car or car allowanceHybrid working (Monday in-office mandatory)Flexibility around home and site-based workStrong mentorship and future leadership opportunitiesExposure to both client development projects and internal development activityWho This Role Is Not ForThose wanting a highly structured corporate environmentCandidates expecting salaries beyond £60k at this stageAnyone unable to travel frequently or attend the office on MondaysIndividuals needing heavy supervisionCompany OverviewOur client is a specialist development finance lender supporting small and medium-sized businesses across the South/South East region. As a private firm, the culture is hands-on, practical, and rooted learning environment. There are no rigid corporate training programmesemployees gain accelerated exposure, real responsibility, and strong progression opportunities.The business embraces incoming talent, supports development, and promotes a healthy cycle of growth as team members advance in their careers.TPBN1_UKTJ

Our client is looking to appoint an organised and ambitious candidate to provide supervision and guidance to the Finance Team and ensure all financial and accounting operations within the Finance Department are carried our to a high standard. Duties to include; first point of contact for queries regarding purchase ledger and credit control oversee the smooth running of daily financial activities assist in the preparation of management accounts monthly, to include accruals and repayments monitor cashflow assist in budgeting, forecasting and reviewing performance across the organisation prepare the VAT returns and support with company annual audits support with annual stock takes Experience of SAP and Xero software would be highly desirable. This is a full-time position working Monday to Friday 09.00 - 17.30 one week and 08.00 - 16.30 the following week. Free parking is available TPBN1_UKTJ

With over 20 million square feet of warehousing spread across 100+ depots, we employ in excess of 22,000 people to ensure that our 2.Our extensive network enables us to provide a comprehensive supply chain management service covering the whole of the UK and Ireland.As a Senior Collections Analyst f

With over 20 million square feet of warehousing spread across 100+ depots, we employ in excess of 22,000 people to ensure that our 2.Our extensive network enables us to provide a comprehensive supply chain management service covering the whole of the UK and Ireland.Job Description As a Senior Colle

Culina Group is a market-leading ambient and chilled food and drink third party logistics specialist.We provide warehouse and distribution alongside fresh, food manufacturing, co-packing and bonded divisions, working in partnership with some of the biggest household names in the food and drink secto

Applicants must have a proven history working within Credit Control including managing high volume and complex debtors lists. Experience supporting and supervising a team of credit controllers. Edwards & Pearce are working with a well-known local client to source an experienced Credit Control Su

A specialist services company in Castleford seeks an experienced Credit Controller to manage cash collection and prepare reports. Key requirements include 3 years of experience in credit control, excellent IT skills, and the ability to build strong relationships.

A leading global risk advisory firm in Essex is seeking an IBA / Credit Control Analyst for its Fiduciary Team.

Our client an International Business Services company in Ealing require an experienced Credit Control Supervisor for a 6 Month Contract to lead and motivated a team of Credit Controllers. Howett Thorpe recruits for roles within accounts payable, credit control, payroll also covering accounts assista

The Cash & Credit Control department in London is a key operational department responsible for cash and credit control across all LMIE UK, Brexit branches and LMRe. Reinsurance Cash and Credit Control Specialist. Collaboration with LMIE UK, LMIE Europe and LMAL Credit Control Managers to produce mon

All aspects of credit control from assessing initial risk to solving queries. Support, encourage and develop a small team of credit controllers. Applicants must have a proven history working within Credit Control including managing high volume and complex debtors lists.

A leading financial services firm in London is seeking a Team Leader for its EMEA Client Financial Services team.This role requires overseeing the Accounts Receivable function, ensuring timely payment collections, developing team members, and enhancing customer service across portfolios.Candidates m

Portfolio Credit Control are currently partnered with a well–established business in the specialist services to the construction and FM sectors who are currently looking to strengthen the team with an experienced a credit controller. As part of a 15 strong team of Credit Controllers, you will have

A reputable finance organization in the East Midlands is looking for a Credit Control professional to manage accounts receivable and ensure smooth collection processes. The ideal candidate will have prior experience in credit control, strong organizational abilities, and excellent communication skil

A leading financial services provider in London is seeking an IBA Accounts Technician to join their dynamic team.The role involves ensuring timely and accurate collection and processing of settlements while providing assistance to management with reports and project work.Candidates should have stron

A leading finance organization is searching for a Head of Sales Ledger to lead the Accounts Receivable and Credit Control function. This role involves managing the full sales ledger, implementing invoicing controls, and leading a talented team to enhance efficiency.

A leading recruitment agency in the UK seeks an experienced Credit Control Supervisor to oversee a team for a 6-month contract. The role involves managing escalated debt queries, motivating the team of Credit Controllers, and ensuring effective debt collection for key accounts. Ideal candidates have

Portfolio Credit Control are currently partnered with a globally recognised distribution company who due to their continued success are looking to grow the talent within the Credit Control function. Ownership of several geographical ledgers, carrying out day-to-day credit control & collections funct

Candidates must have strong Excel skills and a good understanding of credit control.

Team Leader-EMEA Credit Control. Be accountable for the entire collections portfolio by setting and meeting specific goals related to the aging of open receivables, unapplied credits, and customer service metrics.