Financial executive jobs in CheltenhamCreate job alerts

Whats in it for you? • Strong basic salary with uncapped commission and exceptional earning potential, • Realistic six figure on target earnings for high performers, • Regular bonuses and incentives rewarding strong performance, • Comprehensive in house training designed to help you maximise earnings quickly, • Ongoing coaching and development supporting long term career growth, • Energetic, ambitious and supportive sal... ZIPC1_UKTJ

Looking for a sales role where your ambition and performance are genuinely rewarded? This opportunity offers a strong basic salary, uncapped commission and the chance to join a growing team launching a new Cheltenham office for a major UK financial services provider. You will be part of a driven sales environment where success is recognised, progression is real and top performers earn exceptional r... ZIPC1_UKTJ

Are you a proven Sales Executive looking to increase your earnings and work in a highly professional but also friendly environment? Have you considered the wonderful world or Global Executive Search? If so, earnings in year three are likely to be £80k! Our client, an established, values led Executive Search firm based in Cheltenham is looking for a driven, tenacious and confident communicator who would love a rewarding career in high end recruitment / executive search. Based in Cheltenham, they work with some of the biggest names in finance, from Barclays and Rothschilds as well as a range of boutique financial businesses across North America and Europe. This is a truly global role! You’ll connect with candidates, source talent for live roles, and write up profiles and write up shortlists. You’ll keep the database sharp, build global talent pools, and help map client contacts, especially in North America. Expect a fast paced mix of research, sales and collaboration! We are looking for a confident individual with solid communication skills; written, phone, and video, who has some experience of using databases, CRM’s and Microsoft Office. You will also need strong attention to detail, a very proactive mindset and a willingness to learn and absorb information. Finally, as the business believes in the power of in person collaboration, this is primarily an office-based role so you should live within commutable distance to Cheltenham. If you are a recent graduate or school leaver you must be able to demonstrate sound business acumen, however, ideally someone with more experience is preferred. *Full job descriptions and client details will be released to candidates we feel meet the criteria based on their application. *All candidates will be responded to and we welcome a broad range of candidates from different demographics and abilities.

Chief Executive Officer Location: Gloucestershire Salary: £115,000 to £135,000 + Benefits Job Ref: MC 2716 Closing Date: Midnight, Sunday, 26th 2026 Our client, Lilian Faithfull Care, is a long established Gloucestershire charity providing exceptional residential, nursing, respite and day care for older people. With over 80 years of service and deep roots in the local community, the charity supports more than 300 residents and day guests across four care homes and two adult day hubs, delivered by around 400 dedicated colleagues. They are now seeking to appoint a Chief Executive Officer to lead the organisation into its next chapter, following the planned retirement of the current CEO. This is a pivotal moment: the charity has recently reshaped its portfolio, selling two homes to strengthen financial sustainability and focus on sites with the greatest potential. The new CEO will lead the development of a long term strategy that advances care both in residential settings and in the community, while championing the charity’s core values of quality, dignity and respect. For this role, we are keen to hear from candidates with strong business and financial acumen, gained in an organisation of comparable scale, and with experience of leading complex, multisite operations. You will bring strategic vision, commercial insight, and the ability to innovate effectively in a challenging sector landscape. Experience in the care sector is highly desirable, whether through professional or personal exposure. You will be an inspiring leader, able to motivate and develop an executive team, and confident in representing the charity externally. We are looking for someone courageous, adaptable and forward-thinking. This is an outstanding opportunity for an experienced CEO or an ambitious senior leader ready for their first chief executive role. You may come from the care, charity, not-for-profit, BCorp or wider service led sectors. What matters most is your ability to combine strategic clarity with operational grip, and to lead with empathy, integrity and purpose. For further details and to apply, please send your CV to Sandy Hinks via , quoting reference MC2716 Disclaimer: Lilian Faithfull Care has retained Moon Exec Search to manage this campaign and is therefore unable to accept CVs from third-party agencies. All CVs and expressions of interest received will be forwarded directly to Moon Exec Search for consideration.

Established luxury travel company, who set the standard for luxury adventurous holidays are expanding their team in Cheltenham (hybrid working available) are seeking an Operations Executive, with fantastic organisational skills, to join their Tours Team. There is a competitive salary, extensive benefits and realistic career progression opportunities! As an Operations Coordinator (or Consultant) you will be responsible for the successful operating of our luxury Tailor-Made travel itineraries, accurately booking all ground arrangements for multiple departures of European tours. You will be working with the internal sales team and suppliers to ensure the smooth operation of the tour JOB DESCRIPTION: Operations • Accurately book all services required for the successful operation of the tour within the budget set, • To liaise with agents directly on any changes or operational requirements, • To accurately cost any additional requests or changes, • Prepare detailed documentation for tours, • To log and share feedback from each tour, to ensure that improvements are made promptly, • Successfully deliver the guests' tour so it runs perfectly and exceeds their high expectations, • Taking full responsibility of a tour's cost control and margins, • Ensuring necessary payments are made and received at the appropriate time, • Preparing accurate client payment and agent commission statements, • To assist the Finance Department with invoice queries as they arise., • To manage tour costs in order that budgeted margins are achieved, • To have the highest standards of quality at the forefront of mind, • To proactively highlight potential Customer Service problems and take steps to make improvements, • To investigate and provide information to enable a response to customer service issues. EXPERIENCE REQURED: • A confident, positive attitude, • Strong spoken and written communication skills. A second European language is advantageous, • Good level of geographical and general knowledge of Europe is advantageous, • Up-to-date knowledge of Outlook, Word, Teams and Excel, • Numeracy and good, basic mathematical understanding, • A real passion for travel, • Ability to multi-task and work under pressure extensive, • Attention to detail, • A willingness to develop relationships with key suppliers, • Good and effective time management THE PACKAGE • Competitive salary plus commission & bonus plan, • Company pension plan from start of employment, with employer contributions increasing after 5 and 10 years of service, • 25 days annual leave - in addition to bank holidays, plus the ability to buy an additional 5 days or sell 5 days, • Discounted trips (includes friends and family), • Discounted Gym Membership, • Private Healthcare, • Life Assurance, • Hybrid working, • Enhanced Paid Parental Leave, • Employee Assistance Program - includes access to wellbeing resources and counselling, • Recruitment Referral Bonus, • Cycle to work scheme, • Season Ticket Loans, • Regular Social Events INTERESTED? Please follow the instructions to apply attaching your CV. This vacancy is being managed by Claire Muge. I can be contacted on or Not right for this role, or this role not right for you, but keen to further your career in the Travel Industry! We have a variety of different opportunities so do submit your CV to us! Unfortunately if you are unsuccessful, due to our volume of applications, we are unable to reply to everyone individually.

Operations Executive - Required for this exciting, experience-focussed travel company. They are looking for 2 Operations Executives to join their busy Operations team. Salary 26/27.5k plus bonus and great benefits. Travel industry experience would be ideal, but they are very open to people looking to step into travel, as long as they have office-work experience and are super efficient, organised and able to juggle multiple tasks at once.Operations Executive Responsibilities • Coordinate and confirm all land arrangements for multiple tailor-made journeys, working with over 100 ground suppliers, tour guides, and internal teams to ensure smooth delivery of itineraries, • Arrange required services within agreed budgets, manage itinerary updates, and price any changes accurately, • Oversee each trip to ensure a high-quality client experience, prepare detailed documentation, and capture feedback to support ongoing improvements while meeting annual performance targets, • Maintain responsibility for financial accuracy, including managing costs, margins, and timely system updates, • Monitor payments, produce client and commission statements, and assist with resolving invoice queries when needed, • Uphold high service standards by anticipating potential issues, addressing them proactively, and supporting effective resolution of any concerns

A leading Commercial Insurance Broker is seeking an ambitious Account Handler or Sales Executive to join both their Charity and Education teams in Cheltenham. This is your chance to work with a forward-thinking insurance brokerage that’s reshaping how clients experience commercial insurance. The Client Executive will be responsible for connecting with existing clients, ensuring their needs for renewals and mid-term adjustments are understood and dealt with in an efficient manner. This will involve finding the right coverages, offering competitive pricing, and providing outstanding service to clients and colleagues alike. This role is offered on remote basis with fortnightly visits to the office in Cheltenham. Overview: • Building strong relationships and ensuring a seamless client experience from start to finish., • Ongoing account management and renewal for our existing portfolio., • Exceeding annual targets., • Engaging regularly with internal and external stake holder., • Develop and execute renewal/placement strategies in conjunction with the broking and client service teams., • Quarterly MI meetings held with each partner., • Travel to partner meetings and attend client promotional events. Knowledge: • Working knowledge of all the main classes of general insurance and the CII’s Coe of Ethics and GDPR., • Previous experience in commercial insurance with knowledge of charity or NFP sectors beneficial., • A solid understanding of general insurance principles and regulation., • A natural ability to build rapport and earn trust quickly., • A positive, target-driven mindset with a genuine focus on doing right by the client., • Great communication, time management, and self-motivation skills., • Previous public sector insurance experience would be beneficial – education, charities, not for profit, • Cert CII (or working towards it) What’s on Offer? • Salary of up to £42,000, • Car allowance, • Generous benefits package, • Flexible hybrid or remote working, • Health and well-being programme that supports your work-life balance What You’ll Be Doing: • You’ll be the go-to expert for public sector organisations, helping them protect what matters most., • Your days will be varied and rewarding from uncovering new leads and presenting bespoke insurance solutions, to meeting clients face-to-face and celebrating the wins that come from true partnership. You’ll: • Build lasting relationships with new and existing clients., • Prospect, pitch, and close new business opportunities with confidence., • Provide tailored insurance solutions over the phone, on video calls, and in person., • Attend key conferences to grow your network and uncover opportunities., • Use CRM tools to track your pipeline and forecast success., • Collaborate with colleagues across service and renewal teams to deliver a seamless client experience. If you haven’t worked in the education sector before — no problem. You’ll get all the training and support you need, plus full financial backing for your CII qualifications. Contact: If the above sounds of interest, please reach out for a confidential conversation. Contact: David harries Reference: DH/100148 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.

Reports to: Chief Executive Officer (CEO) Location: Cheltenham, Gloucestershire (regular UK travel and occasional international travel at short notice) Contract: Permanent, Full Time (hours as required) Salary: £55,000 £75,000 per annum + discretionary bonus + professional development allowance About Marley Risk Consultants (MRC) Marley Risk Consultants is a high-growth UK consultancy specialising in structural warranty, latent defect, and complex property-related risk and claims management. Our mission is to be the partner of choice for all things structural warranty, providing unmatched expertise, reliability, and peace of mind to our clients across the built environment. We live by six core values that underpin everything we do: Excellence, Innovation, Integrity, Responsibility, Inclusion, and Teamwork. These define our culture, guide our decisions, and shape how we build relationships with clients, colleagues, and communities. As we continue our growth; launching an MGA, expanding into fire-safety remediation, and strengthening our ESG and governance capabilities, we are investing in the next generation of leadership talent to join our executive office. Role Purpose The Strategic Assistant to the CEO is a unique opportunity to work alongside the Chief Executive Officer of a dynamic, values-led business during a period of significant growth. This is a strategic, analytical, and project-focused role, ideal for an ambitious early-career professional with strong commercial acumen and an interest in the insurance or MGA sector. Youll act as the CEOs right hand, supporting strategy, operational execution, and stakeholder engagement, with visibility across all areas of the business. This is a high trust position, where, as the CEOs sounding board you will have a unique opportunity to work with them on business ideation and their teams to make it a reality. The intrapreneurial and fast-moving growth will expose the successful candidate to opportunities to explore their business interests in depth. The role combines strategic delivery with light executive coordination (the CEO will retain dedicated Secretariat EA support) and is designed as a 35-year development pathway into a management role within Marley Risk Consultants. Key Responsibilities 1. Strategic & Operational Delivery: * Support the CEO in shaping, tracking, and implementing business strategy, goals, and departmental plans. * Prepare concise, high-quality reports, presentations, and briefing materials for Board and Executive use. * Work closely with the Executive Assistant to ensure strategic and operational deliverables are aligned with CEO requirements. * Coordinate and monitor progress across key transformation initiatives (e.g. MGA launch, IT enhancement, ESG integration). * Undertake structured financial, market, and competitor analysis to support strategic decisions. * Work cross-functionally with department heads (Claims, Operations, MGA, Finance, HR) to ensure alignment with corporate objectives. 2. CEO Office & Executive Communication: * Assist in managing the flow of information and decision-making within the CEOs office. * Draft communications, proposals, and thought-leadership content on behalf of the CEO. * Support board governance through preparation of reports, action tracking, and progress updates. * Collaborate with the CEOs Executive Assistant to coordinate CEO participation in key meetings, conferences, and industry forums. * Work collaboratively with the Executive Assistant to the CEO through weekly alignment meetings to distinguish strategic priorities from logistical tasks. 3. Stakeholder & Relationship Management * Build trusted relationships across the leadership team and external partners. * Support high-level client and investor meetings through research, briefing, and follow-up. * Represent Marleys values and professionalism in all communications and engagements. * Coordinate with the Executive Assistant to ensure stakeholder meetings are fully supported. 4. Insight, Analysis & Continuous Improvement * Develop dashboards and progress reports for strategic projects and KPIs. * Identify process improvements and efficiency opportunities within the business. * Contribute to building a data-driven and insight-led executive function. * Focus on strategic process improvements and KPI reporting, while collaborating with the executive Assistant on administrative efficiency initiatives. Person Specification Ability to work collaboratively with administrative colleagues while maintaining clear boundaries between strategic and operational responsibilities. Criteria - Attainments and Qualifications Essential * 1st Class undergraduate degree or 2:1 with a Masters or MBA from a recognised institution * Demonstrated experience in a structured graduate scheme or analyst role within consulting, insurance, MGA, or financial services Desirable * Degree in business, finance, economics, law, engineering, or related discipline * Experience supporting senior leaders or contributing to strategic projects Criteria - Skills Essential * Exceptional analytical and problem-solving ability. * Strong written and verbal communication. * Advanced proficiency in Microsoft 365 and outstanding PowerPoint skills. * Excellent organisation and project-management skills. * High level of confidentiality and professionalism. * Confident and energetic public speaker. Desirable * Experience preparing board packs, dashboards, or market reports. * Experience in CRM dashboard/ report generation. Criteria - Attributes Essential * Embodies Marleys values: Excellence, Innovation, Integrity, Responsibility, Inclusion, Teamwork Commercially astute, proactive, and curious Collaborative, confident, and adaptable * A problem identifying and solving mindset * High degree of resilience, reliability and meticulous eye for detail * Willing to travel within the UK and internationally at short notice * Flexible hours able to support CEO priorities including early mornings, evenings, and occasional weekends Desirable * Aspiration to progress into a management role within 35 years Working Pattern and Travel * Regular UK travel required, with occasional international travel at short notice. * Working hours are not fixed and will flex to meet the needs of the CEOs schedule and business priorities. * The role will be based primarily from the Cheltenham office, with travel to London, clients, and regional offices as required. Career Development Pathway (3-5 Years) This role is designed as a launchpad for future leadership. Over a three-to-five-year period, the successful candidate will have opportunities to: * Progress into a Management role within the CEO Office or MGA division. * Gain exposure to board governance, regulatory and financial management, and client strategy. * Lead cross-departmental initiatives and mentor future analysts or assistants. * Undertake professional development funded by MRC (e.g. CII, Prince2, ILM, or MBA modules). Apply Now JBRP1_UKTJ

A leading Commercial Insurance Broker is seeking an ambitious Account Handler or Sales Executive to join both their Charity and Education teams in Cheltenham. This is your chance to work with a forward-thinking insurance brokerage thats reshaping how clients experience commercial insurance. The Client Executive will be responsible for connecting with existing clients, ensuring their needs for renewals and mid-term adjustments are understood and dealt with in an efficient manner. This will involve finding the right coverages, offering competitive pricing, and providing outstanding service to clients and colleagues alike. This role is offered on remote basis with fortnightly visits to the office in Cheltenham. Overview: • Building strong relationships and ensuring a seamless client experience from start to finish., • Ongoing account management and renewal for our existing portfolio., • Exceeding annual targets., • Engaging regularly with internal and external stake holder., • Develop and execute renewal/placement strategies in conjunction with the broking and client service teams., • Quarterly MI meetings held with each partner., • Travel to partner meetings and attend client promotional events. Knowledge: • Working knowledge of all the main classes of general insurance and the CIIs Coe of Ethics and GDPR., • Previous experience in commercial insurance with knowledge of charity or NFP sectors beneficial., • A solid understanding of general insurance principles and regulation., • A natural ability to build rapport and earn trust quickly., • A positive, target-driven mindset with a genuine focus on doing right by the client., • Great communication, time management, and self-motivation skills., • Previous public sector insurance experience would be beneficial education, charities, not for profit, • Cert CII (or working towards it) Whats on Offer? • Salary of up to £42,000, • Car allowance, • Generous benefits package, • Flexible hybrid or remote working, • Health and well-being programme that supports your work-life balance What Youll Be Doing: • Youll be the go-to expert for public sector organisations, helping them protect what matters most., • Your days will be varied and rewarding from uncovering new leads and presenting bespoke insurance solutions, to meeting clients face-to-face and celebrating the wins that come from true partnership. Youll: • Build lasting relationships with new and existing clients., • Prospect, pitch, and close new business opportunities with confidence., • Provide tailored insurance solutions over the phone, on video calls, and in person., • Attend key conferences to grow your network and uncover opportunities., • Use CRM tools to track your pipeline and forecast success., • Collaborate with colleagues across service and renewal teams to deliver a seamless client experience. If you havent worked in the education sector before no problem. Youll get all the training and support you need, plus full financial backing for your CII qualifications. Contact: If the above sounds of interest, please reach out for a confidential conversation. Contact: David harries Reference: DH/100148 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine. JBRP1_UKTJ

Established luxury travel company, who set the standard for luxury adventurous holidays are expanding their team in Cheltenham (hybrid working available) are seeking an Operations Executive, with fantastic organisational skills, to join their Tours Team. There is a competitive salary, extensive benefits and realistic career progression opportunities! As an Operations Coordinator (or Consultant) you will be responsible for the successful operating of our luxury Tailor-Made travel itineraries, accurately booking all ground arrangements for multiple departures of European tours. You will be working with the internal sales team and suppliers to ensure the smooth operation of the tour JOB DESCRIPTION: Operations Accurately book all services required for the successful operation of the tour within the budget set To liaise with agents directly on any changes or operational requirements To accurately cost any additional requests or changes Prepare detailed documentation for tours To log and share feedback from each tour, to ensure that improvements are made promptly Successfully deliver the guests' tour so it runs perfectly and exceeds their high expectations Operate the targeted volume of tours (by sales value) within a given yearFinancial Taking full responsibility of a tour's cost control and margins Ensuring necessary payments are made and received at the appropriate time Preparing accurate client payment and agent commission statements To assist the Finance Department with invoice queries as they arise. To manage tour costs in order that budgeted margins are achieved To enter financial data onto reservations system in a timely and accurate mannerQuality Control / Customer Service To have the highest standards of quality at the forefront of mind To proactively highlight potential Customer Service problems and take steps to make improvements To investigate and provide information to enable a response to customer service issues. EXPERIENCE REQURED: A confident, positive attitude Strong spoken and written communication skills. A second European language is advantageous Good level of geographical and general knowledge of Europe is advantageous Up-to-date knowledge of Outlook, Word, Teams and Excel Numeracy and good, basic mathematical understanding A real passion for travel Ability to multi-task and work under pressure extensive Attention to detail A willingness to develop relationships with key suppliers Good and effective time management THE PACKAGE Competitive salary plus commission & bonus plan Company pension plan from start of employment, with employer contributions increasing after 5 and 10 years of service 25 days annual leave - in addition to bank holidays, plus the ability to buy an additional 5 days or sell 5 days Discounted trips (includes friends and family) Discounted Gym Membership Private Healthcare Life Assurance Hybrid working Enhanced Paid Parental Leave Employee Assistance Program - includes access to wellbeing resources and counselling Recruitment Referral Bonus Cycle to work scheme Season Ticket Loans Regular Social Events INTERESTED? Please follow the instructions to apply attaching your CV. This vacancy is being managed by Claire Muge. I can be contacted on (phone number removed) or (url removed) Not right for this role, or this role not right for you, but keen to further your career in the Travel Industry! We have a variety of different opportunities so do submit your CV to us! Unfortunately if you are unsuccessful, due to our volume of applications, we are unable to reply to everyone individually

Are you looking to increase your earnings and work in a highly professional but also friendly environment? Have you considered the wonderful world or Global Executive Search? Do you have some proven, professional sales experience? If so, earnings in year three could be £80k! Our client, an established, values led Executive Search firm based in Cheltenham is looking for a driven, tenacious and confident communicator who would love a rewarding career in high end recruitment / executive search. Based in Cheltenham, they work with some of the biggest names in finance, from Barclays and Rothschilds as well as a range of boutique financial businesses across North America and Europe. This is a truly global role! You'll connect with candidates, source talent for live roles, and write up profiles and write up shortlists. You'll keep the database sharp, build global talent pools, and help map client contacts, especially in North America. Expect a fast paced mix of research, sales and collaboration! We are looking for a confident individual with solid communication skills; written, phone, and video, who has some experience of using databases, CRM's and Microsoft Office. You will also need strong attention to detail, a very proactive mindset and a willingness to learn and absorb information. Finally, as the business believes in the power of in person collaboration, this is primarily an office-based role so you should live within commutable distance to Cheltenham. If you are a recent graduate or school leaver you must be able to demonstrate sound business acumen, however, ideally someone with more experience is preferred. *Full job descriptions and client details will be released to candidates we feel meet the criteria based on their application. *All candidates will be responded to and we welcome a broad range of candidates from different demographics and abilities

Sales Executive £35,000 Basic + Uncapped Monthly Commission OTE £50,000 Year One | £70,000+ Once Established Cheltenham | Full-Time | Permanent | Monday–Friday * Are you hungry for success, driven by results, and ready to earn what you’re truly worth? * This is your chance to join a high-performing sales team in a brand-new Cheltenham office, representing one of the UK’s leading financial services companies. * If you thrive in a fast-paced, target-led environment where top performers are rewarded, this role is built for you. Why you’ll love this role: * £35,000 basic salary from day one * Uncapped monthly commission – the harder you work, the more you earn * £50,000 OTE in your first year with top earners pushing £70,000+ * Regular bonuses, incentives & performance rewards * Modern, high-energy Cheltenham office with: * Onsite coffee shop & restaurant * Weekly & monthly social events * Private Health Insurance (subsidised) * Income Protection & Life Assurance * Enhanced Maternity & Paternity Leave * A motivating, supportive culture where wins are celebrated and progression is real What you’ll be doing: * Speaking to warm leads and conducting fact-finding sales calls * Understanding customer needs, budgets and priorities * Recommending and selling insurance solutions from leading UK providers * Handling objections with confidence and closing deals * Delivering an excellent customer experience while smashing sales targets * Competing, improving and pushing yourself to be the best in the room What it takes to succeed: Essential: * The right attitude is key! You’ll need to naturally be someone motivated to succeed, with a drive to go above and beyond Strong sales mentality with a target-focused mindset * Confident, persuasive phone and email communication skills * Ability to build trust quickly and influence decision-making * Evidence that you can be a successful salesperson, we’re open to what this might look like… Desirable (not essential): * Telesales or phone-based sales experience * Private Medical Insurance or financial services knowledge * Competitive, commission-driven background No insurance experience? No problem. Full training is provided for candidates with the right attitude and hunger to succeed. Ready to level up your sales career? Send your most up-to-date CV to Cat at i2i Recruitment today. At i2i Recruitment, we believe in Making Recruitment Personal. We are proud to promote fairness, diversity and inclusion, and every application is reviewed individually. If you haven’t heard back within 5 working days, please assume your application has been unsuccessful on this occasion