396 Class Underwriter jobs in the United Kingdom

CLASS UNDERWRITER: FINPRO

LOCATION: LONDON

This career opportunity is available at Santam Syndicate 1918 for an

Class Underwriter: FINPRO who will be based in the UK & have right to work in the UK.

WHAT WILL YOU DO?

We are seeking a technically strong, reputable and commercially minded Class Underwriter – FINPRO to lead and manage a diverse portfolio of Financial and Professional Liability risks. This role is critical in driving profitable growth across products such as Professional Indemnity (PI) and Financial Institutions (FI). You will shape underwriting strategy, develop broker relationships, and ensure the quality and performance of the FINPRO book.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

Key Responsibilities:

Portfolio & Underwriting Management:

• Own and manage the FINPRO portfolio, ensuring disciplined underwriting and strong technical performance.
• Underwrite new and renewal business in accordance with syndicate philosophy and within the appetite and agreed underwriting authority.
• Draft and agree the underwriting philosophy business plan and strategy with the CUO/Active Underwriter.
• Assess complex financial and professional liability risks, applying strong technical and commercial judgment.

Product & Strategy Development:

• Contribute to the development and evolution of FINPRO products including PI and FI classes
• Collaborate with claims, actuarial, and legal teams to enhance policy wordings, pricing models, and underwriting tools.
• Monitor emerging exposures (e.g. ESG, regulatory developments and adapt strategy accordingly.

Broker & Market Engagement:

• Build and maintain strong relationships with key brokers, MGAs, and clients using the London market.
• Negotiate complex placements and support large case underwriting across all FINPRO classes.
• Represent the company at industry events, broker forums, and market presentations.
• Where necessary visit clients offices and attend conferences overseas.

Portfolio Monitoring & Reporting:

• Monitor portfolio performance using loss ratios, rate movements, risk mix, and underwriting metrics.
• Identify areas of growth and underperformance and recommend corrective actions.
• Work with claims, actuarial and pricing teams on profitability reviews and business planning.
• Have input into the reinsurance data, structure, information and placement.

Governance & Collaboration:

• Ensure underwriting activity is compliant with internal controls and external regulatory requirements.
• Contribute to audit readiness, peer reviews, and referral processes.
• Collaborate with claims, legal, risk, finance, and compliance teams to ensure holistic risk and business oversight.

Mentorship & Development:

• Provide technical guidance to underwriters or assistants.
• Support internal training initiatives and knowledge sharing within the team.

QUALIFICATIONS AND EXPERIENCE:

• Relevant Degree
• 10+ Years Experience
• Proven experience in underwriting FINPRO risks (e.g. PI, FI, Commercial Crime) within the Lloyd’s insurance market.
• Solid understanding of legal, regulatory, and financial exposures impacting professional and financial lines.
• Excellent risk assessment, pricing, and negotiation skills.
• Strong broker relationships and a reputation for technical credibility and commercial acumen.
• Familiarity with market-standard wordings and the ability to adapt to bespoke coverage needs.
• Relevant professional qualifications (e.g. ACII) preferred.
• Experience working with large corporate accounts and international programmes.
• Exposure to specialty markets, such as Lloyd’s or MGA-led distribution.
• Awareness of ESG, and regulatory trends impacting FINPRO risks.

KNOWLEDGE AND SKILLS:

• Delivering results and meeting customer expectation
• Relating and networking
• Analyses
• Applying expertise and technology
• Achieving personal work goals and objectives
• Attention to detail
• Planning and organising skills
• Problem Solving
• Negotiating
• Business Acumen/Knowledge
• Business Analysis

PERSONAL ATTRIBUTES:

• Drives results
• Deciding and initiating action
• Leading and supervising
• Collaborates
• Client focus
• Flexibility and adaptability
• Cultivates innovation
• Strategic decision making
• Analytical thinking
• Influencing/ gaining commitment
• Business acumen
• Coaching and development

WHO WE ARE:

Santam syndicate 1918 is a new wholly owned and capitalised entity of Santam Insurance, the largest insurance company in South Africa with a 107 year heritage. 1918 is strategically important in expanding and developing Santam’s international footprint, through access to the London market talent, distribution network and Lloyd’s global insurance and reinsurance licenses.

Our syndicate is a London managed and run business, with a strong, experienced leadership team, focused on underwriting discipline, whilst allowing our teams to feel empowered and accountable for their actions. We are building a collaborative team where underwriting, claims, actuarial and other functions work closely, to help achieve superior underwriting results.

At Santam Group we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with the aim to create an inclusive workforce.

CLASS UNDERWRITER: CYBER

LOCATION: LONDON

This career opportunity is available at Santam Syndicate 1918 for an Class Underwriter: Cyber who will be based in the UK & have right to work in the UK.

WHAT WILL YOU DO?

We are seeking an experienced and strategic Class Underwriter: Cyber to lead and develop our cyber insurance portfolio within the Lloyd’s Insurance market. The successful candidate will be responsible for the growth, profitability, and technical integrity of the cyber book, working closely with brokers, clients, and internal stakeholders to drive innovation and underwriting excellence.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

Key Responsibilities:

Cyber Underwriting Leadership:

• Own and manage the cyber underwriting portfolio across SME, mid-market, and corporate risks.
• Underwrite new and renewal business in line with agreed underwriting authority and appetite.
• Develop and maintain cyber underwriting guidelines, pricing frameworks, and product strategies.
• Draft and agree the underwriting philosophy for cyber with the CUO/Active Underwriter.

Broker & Client Engagement:

• Build and maintain strong relationships with brokers, clients, reinsurers and distribution partners.
• Support the placement of complex and bespoke cyber risks, offering market insight and technical guidance.
• Represent the business at broker meetings, industry events, and cyber-specific forums.
• Travel where required to attend conferences and client meetings.

Product Development & Innovation:

• Collaborate with product, actuarial, claims and IT teams to evolve cyber insurance offerings.
• Develop standalone and packaged cyber solutions tailored to customer needs across various sectors.
• Monitor emerging cyber threats and regulatory changes to ensure product relevance and responsiveness.

Portfolio Management & Performance Monitoring:

• Analyse portfolio performance and underwriting metrics (e.g. loss ratios, rate changes, claims trends).
• Drive corrective action where required, including pricing adjustments and risk appetite refinement.
• Contribute to strategic planning, reinsurance discussions, and capital modelling inputs.

Governance & Risk Management:

• Ensure underwriting practices align with internal controls, compliance requirements, and regulatory standards (e.g. FCA, PRA).
• Support audits, conduct file reviews, and maintain documentation for underwriting decisions.
• Provide technical mentorship to junior underwriters or cyber underwriting assistants.
• Work with the CUO/Active Underwriter to decide and discuss the outwards reinsurance programme.

QUALIFICATIONS AND EXPERIENCE:

• Relevant Degree
• 6-10 Years Experience
• Proven underwriting experience in Cyber insurance within the UK or international market.
• Strong knowledge of cyber risk landscape, threat vectors, and evolving exposures (e.g. ransomware, data breaches, BI losses).
• Ability to interpret complex technical risk information and translate it into underwriting decisions.
• Commercial awareness with a track record of delivering profitable portfolio growth.
• Confident communicator with strong broker relationships and market presence.
• Familiarity with cyber risk scoring tools, pricing models, and incident response frameworks.
• Professional qualifications such as ACII, or relevant technical certifications (e.g. CISSP) are an advantage.
• Experience working in a Lloyd’s, MGA cyber underwriting environment.
• Exposure to multinational cyber programmes or cross-border placements.
• Understanding of cyber risk management services and vendor ecosystems.
• Awareness of data privacy regulations (e.g. GDPR, DPA) and their insurance implications.

KNOWLEDGE AND SKILLS:

• Delivering results and meeting customer expectation
• Strong personal reputation in the Lloyd’s market.
• Relating and networking
• Analyses
• Applying expertise and technology
• Achieving personal work goals and objectives
• Attention to detail
• Planning and organising skills
• Problem Solving
• Negotiating
• Business Acumen/Knowledge
• Business Analysis

PERSONAL ATTRIBUTES:

• Drives results
• Deciding and initiating action
• Leading and supervising
• Collaborates
• Client focus
• Flexibility and adaptability
• Cultivates innovation
• Strategic decision making
• Analytical thinking
• Influencing/ gaining commitment
• Business acumen
• Coaching and development

WHO WE ARE:

Santam syndicate 1918 is a new wholly owned and capitalised entity of Santam Insurance, the largest insurance company in South Africa with a 107-year heritage. 1918 is strategically important in expanding and developing Santam’s international footprint, through access to the London market talent, distribution network and Lloyd’s global insurance and reinsurance licenses.

Our syndicate is a London managed and run business, with a strong, experienced leadership team, focused on underwriting discipline, whilst allowing our teams to feel empowered and accountable for their actions. We are building a collaborative team where underwriting, claims, actuarial and other functions work closely, to help achieve superior underwriting results

At Santam Group we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with the aim to create an inclusive workforce.

CLASS UNDERWRITER: FINPRO

LOCATION: LONDON

This career opportunity is available at Santam Syndicate 1918 for an

Class Underwriter: FINPRO who will be based in the UK & have right to work in the UK.

WHAT WILL YOU DO?

We are seeking a technically strong, reputable and commercially minded Class Underwriter – FINPRO to lead and manage a diverse portfolio of Financial and Professional Liability risks. This role is critical in driving profitable growth across products such as Professional Indemnity (PI) and Financial Institutions (FI). You will shape underwriting strategy, develop broker relationships, and ensure the quality and performance of the FINPRO book.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

Key Responsibilities:

Portfolio & Underwriting Management:

• Own and manage the FINPRO portfolio, ensuring disciplined underwriting and strong technical performance.
• Underwrite new and renewal business in accordance with syndicate philosophy and within the appetite and agreed underwriting authority.
• Draft and agree the underwriting philosophy business plan and strategy with the CUO/Active Underwriter.
• Assess complex financial and professional liability risks, applying strong technical and commercial judgment.

Product & Strategy Development:

• Contribute to the development and evolution of FINPRO products including PI and FI classes
• Collaborate with claims, actuarial, and legal teams to enhance policy wordings, pricing models, and underwriting tools.
• Monitor emerging exposures (e.g. ESG, regulatory developments and adapt strategy accordingly.

Broker & Market Engagement:

• Build and maintain strong relationships with key brokers, MGAs, and clients using the London market.
• Negotiate complex placements and support large case underwriting across all FINPRO classes.
• Represent the company at industry events, broker forums, and market presentations.
• Where necessary visit clients offices and attend conferences overseas.

Portfolio Monitoring & Reporting:

• Monitor portfolio performance using loss ratios, rate movements, risk mix, and underwriting metrics.
• Identify areas of growth and underperformance and recommend corrective actions.
• Work with claims, actuarial and pricing teams on profitability reviews and business planning.
• Have input into the reinsurance data, structure, information and placement.

Governance & Collaboration:

• Ensure underwriting activity is compliant with internal controls and external regulatory requirements.
• Contribute to audit readiness, peer reviews, and referral processes.
• Collaborate with claims, legal, risk, finance, and compliance teams to ensure holistic risk and business oversight.

Mentorship & Development:

• Provide technical guidance to underwriters or assistants.
• Support internal training initiatives and knowledge sharing within the team.

QUALIFICATIONS AND EXPERIENCE:

• Relevant Degree
• 10+ Years Experience
• Proven experience in underwriting FINPRO risks (e.g. PI, FI, Commercial Crime) within the Lloyd’s insurance market.
• Solid understanding of legal, regulatory, and financial exposures impacting professional and financial lines.
• Excellent risk assessment, pricing, and negotiation skills.
• Strong broker relationships and a reputation for technical credibility and commercial acumen.
• Familiarity with market-standard wordings and the ability to adapt to bespoke coverage needs.
• Relevant professional qualifications (e.g. ACII) preferred.
• Experience working with large corporate accounts and international programmes.
• Exposure to specialty markets, such as Lloyd’s or MGA-led distribution.
• Awareness of ESG, and regulatory trends impacting FINPRO risks.

KNOWLEDGE AND SKILLS:

• Delivering results and meeting customer expectation
• Relating and networking
• Analyses
• Applying expertise and technology
• Achieving personal work goals and objectives
• Attention to detail
• Planning and organising skills
• Problem Solving
• Negotiating
• Business Acumen/Knowledge
• Business Analysis

PERSONAL ATTRIBUTES:

• Drives results
• Deciding and initiating action
• Leading and supervising
• Collaborates
• Client focus
• Flexibility and adaptability
• Cultivates innovation
• Strategic decision making
• Analytical thinking
• Influencing/ gaining commitment
• Business acumen
• Coaching and development

WHO WE ARE:

Santam syndicate 1918 is a new wholly owned and capitalised entity of Santam Insurance, the largest insurance company in South Africa with a 107 year heritage. 1918 is strategically important in expanding and developing Santam’s international footprint, through access to the London market talent, distribution network and Lloyd’s global insurance and reinsurance licenses.

Our syndicate is a London managed and run business, with a strong, experienced leadership team, focused on underwriting discipline, whilst allowing our teams to feel empowered and accountable for their actions. We are building a collaborative team where underwriting, claims, actuarial and other functions work closely, to help achieve superior underwriting results.

At Santam Group we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with the aim to create an inclusive workforce.

CLASS UNDERWRITER: INTERNATIONAL OPEN MARKET PROPERTY

LOCATION: LONDON

This career opportunity is available at Santam Syndicate 1918 for an

Class Underwriter: International Open Market Property who will be based in the UK & have right to work in the UK.

WHAT WILL YOU DO?

We are looking for an experienced and commercially driven Class Underwriter – International Open Market Property to lead and manage an International property insurance portfolio. This role is responsible for delivering profitable growth, overseeing underwriting performance, and supporting broker relationships across both large commercial and/or mid-market property risks. You will play a key role in developing underwriting strategy, ensuring portfolio health, and driving innovation in the book.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

Key Responsibilities:

Underwriting & Risk Assessment:

• Assess, underwrite, and price new and existing property risks in line with syndicate underwriting philosophies and authority limits.
• Drafting and agreeing the underwriting philosophy and appetite with the Active Underwriter.
• Analyse exposures, coverage requirements, and terms to determine appropriate risk appetite and pricing.
• Act as both a leader setting market terms and also a follower providing accretive capacity behind credible Lloyd’s leaders.
• Ensure documentation is accurate, complete, and compliant with internal policies and regulatory standards.

Broker & Client Engagement:

• Develop and maintain strong relationships with brokers and clients across various territories outside of North America.
• Negotiate terms, conditions, and pricing to secure profitable business.
• Deliver responsive service and technical support, enhancing the syndicate’s market reputation and profile
• Travel where required to market conferences and client trips to improve relationships and ensure alignment.

Portfolio Management:

• Monitor portfolio performance and trends, providing insight to support underwriting strategy.
• Identify opportunities for growth and remediation within the book.
• Contribute to reinsurance and risk appetite discussions.

Collaboration & Development:

• Work closely with underwriting, claims, actuarial, and pricing teams to ensure alignment and data integrity.
• Contribute to product development, wording reviews, and process improvement initiatives.
• Mentor junior underwriters or assistants, where applicable.

QUALIFICATIONS AND EXPERIENCE:

• Relevant Degree
• 10+ Years Experience
• Experience underwriting and managing International Open Market business in the Lloyd’s market.
• Solid knowledge of property risks, policy wordings, and regulatory environment.
• Strong analytical and decision-making skills, with commercial awareness.
• Excellent communication and negotiation skills, particularly with brokers and clients.
• Proficiency in relevant underwriting systems and Microsoft Office.
• Progress toward professional qualifications (e.g. ACII) preferred.

KNOWLEDGE AND SKILLS:

• Delivering results and meeting customer expectation
• Relating and networking
• Analyses
• Applying expertise and technology
• Achieving personal work goals and objectives
• Attention to detail
• Planning and organising skills
• Problem Solving
• Negotiating
• Business Acumen/Knowledge
• Business Analysis

PERSONAL ATTRIBUTES:

• Drives results
• Recognised personal reputation
• Deciding and initiating action
• Leading and supervising
• Collaborates
• Client focus
• Flexibility and adaptability
• Cultivates innovation
• Strategic decision making
• Analytical thinking
• Influencing/ gaining commitment
• Business acumen
• Coaching and development

WHO WE ARE:

Santam syndicate 1918 is a new wholly owned and capitalised entity of Santam Insurance, the largest insurance company in South Africa with a 107 year heritage. 1918 is strategically important in expanding and developing Santam’s international footprint, through access to the London market talent, distribution network and Lloyd’s global insurance and reinsurance licenses.

Our syndicate is a London managed and run business, with a strong, experienced leadership team, focused on underwriting discipline, whilst allowing our teams to feel empowered and accountable for their actions. We are building a collaborative team where underwriting, claims, actuarial and other functions work closely, to help achieve superior underwriting results.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with the aim to create an inclusive workforce.

CLASS UNDERWRITER: INTERNATIONAL OPEN MARKET PROPERTY

LOCATION: LONDON

This career opportunity is available at Santam Syndicate 1918 for an

Class Underwriter: International Open Market Property who will be based in the UK & have right to work in the UK.

WHAT WILL YOU DO?

We are looking for an experienced and commercially driven Class Underwriter – International Open Market Property to lead and manage an International property insurance portfolio. This role is responsible for delivering profitable growth, overseeing underwriting performance, and supporting broker relationships across both large commercial and/or mid-market property risks. You will play a key role in developing underwriting strategy, ensuring portfolio health, and driving innovation in the book.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

Key Responsibilities:

Underwriting & Risk Assessment:

• Assess, underwrite, and price new and existing property risks in line with syndicate underwriting philosophies and authority limits.
• Drafting and agreeing the underwriting philosophy and appetite with the Active Underwriter.
• Analyse exposures, coverage requirements, and terms to determine appropriate risk appetite and pricing.
• Act as both a leader setting market terms and also a follower providing accretive capacity behind credible Lloyd’s leaders.
• Ensure documentation is accurate, complete, and compliant with internal policies and regulatory standards.

Broker & Client Engagement:

• Develop and maintain strong relationships with brokers and clients across various territories outside of North America.
• Negotiate terms, conditions, and pricing to secure profitable business.
• Deliver responsive service and technical support, enhancing the syndicate’s market reputation and profile
• Travel where required to market conferences and client trips to improve relationships and ensure alignment.

Portfolio Management:

• Monitor portfolio performance and trends, providing insight to support underwriting strategy.
• Identify opportunities for growth and remediation within the book.
• Contribute to reinsurance and risk appetite discussions.

Collaboration & Development:

• Work closely with underwriting, claims, actuarial, and pricing teams to ensure alignment and data integrity.
• Contribute to product development, wording reviews, and process improvement initiatives.
• Mentor junior underwriters or assistants, where applicable.

QUALIFICATIONS AND EXPERIENCE:

• Relevant Degree
• 10+ Years Experience
• Experience underwriting and managing International Open Market business in the Lloyd’s market.
• Solid knowledge of property risks, policy wordings, and regulatory environment.
• Strong analytical and decision-making skills, with commercial awareness.
• Excellent communication and negotiation skills, particularly with brokers and clients.
• Proficiency in relevant underwriting systems and Microsoft Office.
• Progress toward professional qualifications (e.g. ACII) preferred.

KNOWLEDGE AND SKILLS:

• Delivering results and meeting customer expectation
• Relating and networking
• Analyses
• Applying expertise and technology
• Achieving personal work goals and objectives
• Attention to detail
• Planning and organising skills
• Problem Solving
• Negotiating
• Business Acumen/Knowledge
• Business Analysis

PERSONAL ATTRIBUTES:

• Drives results
• Recognised personal reputation
• Deciding and initiating action
• Leading and supervising
• Collaborates
• Client focus
• Flexibility and adaptability
• Cultivates innovation
• Strategic decision making
• Analytical thinking
• Influencing/ gaining commitment
• Business acumen
• Coaching and development

WHO WE ARE:

Santam syndicate 1918 is a new wholly owned and capitalised entity of Santam Insurance, the largest insurance company in South Africa with a 107 year heritage. 1918 is strategically important in expanding and developing Santam’s international footprint, through access to the London market talent, distribution network and Lloyd’s global insurance and reinsurance licenses.

Our syndicate is a London managed and run business, with a strong, experienced leadership team, focused on underwriting discipline, whilst allowing our teams to feel empowered and accountable for their actions. We are building a collaborative team where underwriting, claims, actuarial and other functions work closely, to help achieve superior underwriting results.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with the aim to create an inclusive workforce.

CLASS UNDERWRITER: NORTH AMERICAN OPEN MARKET PROPERTY

LOCATION: LONDON

This career opportunity is available at Santam Syndicate 1918 for an Class Underwriter: North American Open Market Property who will be based in the UK & have right to work in the UK.

WHAT WILL YOU DO?

We are looking for an experienced and commercially driven Class Underwriter – North American Open Market Property to lead and manage a North American property insurance portfolio. This role is responsible for delivering profitable growth, overseeing underwriting performance, and supporting broker relationships across both large commercial and/or mid-market property risks. You will play a key role in developing underwriting strategy, ensuring portfolio health, and driving innovation in the book.

WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

Key Responsibilities:

Underwriting & Risk Assessment:

• Assess, underwrite, and price new and existing property risks in line with syndicate underwriting philosophies and authority limits.
• Drafting and agreeing the underwriting philosophy and appetite with the Active Underwriter.
• Analyse exposures, coverage requirements, and terms to determine appropriate risk appetite and pricing.
• Act as both a leader setting market terms and also a follower providing accretive capacity behind credible Lloyd’s leaders.
• Ensure documentation is accurate, complete, and compliant with internal policies and regulatory standards.

Broker & Client Engagement:

• Develop and maintain strong relationships with brokers and clients across North America.
• Negotiate terms, conditions, and pricing to secure profitable business.
• Deliver responsive service and technical support, enhancing the syndicate’s market reputation and profile
• Travel where required to market conferences and client trips to improve relationships and ensure alignment.

Portfolio Management:

• Monitor portfolio performance and trends, providing insight to support underwriting strategy.
• Identify opportunities for growth and remediation within the book.
• Contribute to reinsurance and risk appetite discussions.

Collaboration & Development:

• Work closely with underwriting, claims, actuarial, and pricing teams to ensure alignment and data integrity.
• Contribute to product development, wording reviews, and process improvement initiatives.
• Mentor junior underwriters or assistants, where applicable.

QUALIFICATIONS AND EXPERIENCE:

• Relevant Degree
• 10+ Years Experience
• Experience underwriting and managing International Open Market business in the Lloyd’s market.
• Solid knowledge of property risks, policy wordings, and regulatory environment.
• Strong analytical and decision-making skills, with commercial awareness.
• Excellent communication and negotiation skills, particularly with brokers and clients.
• Proficiency in relevant underwriting systems and Microsoft Office.
• Progress toward professional qualifications (e.g. ACII) preferred.

KNOWLEDGE AND SKILLS:

• Delivering results and meeting customer expectation
• Relating and networking
• Analyses
• Applying expertise and technology
• Achieving personal work goals and objectives
• Attention to detail
• Planning and organising skills
• Problem Solving
• Negotiating
• Business Acumen/Knowledge
• Business Analysis

PERSONAL ATTRIBUTES:

• Drives results
• Recognised personal reputation
• Deciding and initiating action
• Leading and supervising
• Collaborates
• Client focus
• Flexibility and adaptability
• Cultivates innovation
• Strategic decision making
• Analytical thinking
• Influencing/ gaining commitment
• Business acumen
• Coaching and development

WHO WE ARE:

Santam syndicate 1918 is a new wholly owned and capitalised entity of Santam Insurance, the largest insurance company in South Africa with a 107-year heritage. 1918 is strategically important in expanding and developing Santam’s international footprint, through access to the London market talent, distribution network and Lloyd’s global insurance and reinsurance licenses.

Our syndicate is a London managed and run business, with a strong, experienced leadership team, focused on underwriting discipline, whilst allowing our teams to feel empowered and accountable for their actions. We are building a collaborative team where underwriting, claims, actuarial and other functions work closely, to help achieve superior underwriting results.

At Santam Group we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with the aim to create an inclusive workforce.

Job Title: Financial Services Administrator
Location: Devon
Salary: £30,000 to £32,000
Hours of Work: Monday to Friday, 9 am–5 pm
Type: Permanent, Full-time

We are seeking an experienced Administrator to support a successful financial services practice. This role is ideal for someone with prior experience in a professional office environment who thrives in a role that combines client liaison with administrative precision. You’ll join a professional team where attention to detail and client service are valued above all else.

Key Responsibilities:

· Provide administrative support to advisers and the wider team
· Maintain accurate client and investment records
· Liaise with providers to obtain information and process transactions
· Prepare and manage documentation for client meetings
· Respond to client queries promptly and professionally

Experience & Skills:

· At least one year of experience in financial services administration
· Excellent written and verbal communication skills
· Strong organisational skills and attention to detail

Desirable:

· Familiarity with investment or pension products
· Experience handling confidential client information
· Ability to work to deadlines in a regulated environment

What’s on Offer:

· Competitive salary plus pension
· Generous annual leave increasing with service
· City centre parking permit provided

About the Client:

Our client is a long-standing, well-regarded financial services business with a loyal client base and a reputation for delivering quality advice. They offer a supportive, professional working environment with opportunities for long-term career development.

Next Steps:

Please apply for this Administrator – Financial Services position through this advert or contact Chloe in our Commercial team on (phone number removed).

If you do not hear back within 7 days, your application may not have been successful, but we will keep your details for suitable future roles.

About Regional Recruitment Services – Leicester

This vacancy is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008. We recruit across Commercial, Construction, Industrial and Engineering sectors. Visit (url removed) for more roles nationwide.

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.

We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. 

Specifically you'll be responsible for:

• New business processing (investments, pensions, mortgages & life).
li>Valuations.
• Client servicing, e.g., switches, rebalance, withdrawals etc.
• Providing quotes using exchange and platforms.
• Dealing with policy enquiries.
• Telephone and reception duties as required.
• General Admin support including handling post and typing.

The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm.  You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal.  If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator, to join the team on a permanent basis.

Working Monday to Friday, 35 hours per week from 9am to 5pm with one hour for lunch. 

• Hybrid or remote working available. 
li>Salary of £28,000 li>27 days annual leave PLUS Bank Holidays
• Private Medical
• Life Assurance
• Discretionary Annual Bonus
• Pension Scheme
• Employee Assistance Programme
• Preferential rates for financial services
• Other perks and benefits

Within this role you will work as part of a friendly team, closely supporting the Paraplanner and Financial Advisors in the business, and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. 

li>Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts.
• Accurately manage administration tasks and client records to ensure compliance protocols are followed, records are up to date and all requests are logged. 
li>Supporting with diary management and coordinating appointments
• Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)
• Assist with compliance tasks
• Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner

We are looking for candidates with a minimum of 2 years  existing experience within an IFA/ financial services,  who are confident managing their own workload with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude and ability to use intiative.

If you're interested in this fantastic opportunity, please ensure your CV is up-to-date and apply online as soon as possible. You will be provided more information on the opporutnity if you are shortlisted through meeting the initial requirements, and will be contacted to discuss the opporutnity further.

Please note, due to the volume of applicants we are unable to provide specific feedback to every applicant.

Financial Services | IFA | Financial Planning | Financial Advisor | Wealth Management | Estate Planning