Latest jobs

• Marketing Manager

  £45,000 - £55,000

  We are recruiting for a Marketing Manager who wants to join a successful business who have already made a huge impact in the bridging loans sector but have done so fairly under the radar. Until now.  This role is all about raising their profile and show casing them for the quality business that they are.   You will be responsible for the implementation and development of the marketing and social media plan, to support the business and be a big part of the planned ‘scale up’ of the organisation   Responsibilities: Develop and lead marketing projects, deliver web part of the lead generation plan Monitor and enhance the customer traffic on social media platforms Working with the IT team to deliver the SEO strategy Study industry practices to improve the UX design and usability of the company’s website Monitor, analyse, and act on data to drive conversion improvements across the company’s...

• Trainee Recruitment Consultant

  AAE

  TRAINEE RECRUITMENT CONSULTANT   Southend-On-Sea, Essex Permanent, full-time 9am-5pm   Are you an ambitious, target driven and competitive individual? The recruitment market is booming, many companies are setting their next 5 years business plans into place and looking to hire top talent within their individual market sectors. Recruitment is a fantastic market to move into and work within to develop a long-lasting and enriching career. Boxtree Recruitment really is unique in its approach to the Recruitment Market we also boast excellent industry reputation. WHAT ARE WE LOOKING FOR?   We are looking for someone to join our existing team as a Trainee Recruitment Consultant initially solely providing administration support to an extremely busy friendly established team. And then over time and with comprehensive training the role will develop you into becoming a consultant.  This really is a fantastic opportunity for someone who has excellent telephony and interpersonal skills. Again, full,...

• Mortgage Advisor

  £25,000 + commission

  Boxtree Recruitment have been engaged to source an experienced Mortgage Broker to work on behalf of an established firm within a busy Estate Agency. Responsibilities: · Match customers with the best mortgage for their needs · Ensure the process is straightforward and stress-free as possible · Build and maintain relationships with clients · Sourcing products from a panel of lenders · Expert administrative skills   Required: CeMAP is essential Expert knowledge of advising and sourcing residential mortgages Ideally have worked within an estate agency   Company Benefits: 20% commission on all successful mortgages All leads provided   Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.   Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by...

• Commercial Account Handler

  up to £35,000

  Boxtree are supporting well respected insurance company in Witham, that are currently looking for a new member of their commercial team. Responsibilities; Administer commercial client’s requirements, including mid-term adjustments, renewals, obtaining quotations, cross-sales and invoicing of premiums Increase and maintain relationships with clients and all team members Have good timing skills, providing a timely service to clients Liaise with Account Executives throughout Maintain a strong understanding of the Insurance market Assist with the claims and/or high net worth departments while other colleagues are unavailable The ideal candidate; Will be Cert CII qualified (or willing to gain the qualification) Will have outstanding communication skills Will have good negotiation and broker skills Will have attention to details skills If you are looking to develop your insurance career within commercial lines, we want to hear from you! Please note that we expect a high response to this position if you have not had...

• Case Manager

  up to £35,000

  Boxtree Recruitment have been engaged to source a Case Manager for a very successful short-term property finance lender. Backed by a team of experts within the real estate and financial worlds, you will be supported by senior figures within the industry. Responsibilities: Carrying out essential property searches and credit searches on applicants Managing a pipeline of short-term lending applications, ensuring the smooth running of the process from application submitted to the issuing of the offer Ensuring cases are fully packaged with all essential information   Required: Must have experience and knowledge within the short-term property lending sector Ideally exposure to Case Management Background within a bank or alternative lender   Company Benefits: Great bonus scheme Flexi time 30 days holiday plus additional leave for well-being days Pension and healthcare   Please note that we expect a high response to this position if you have not had a response within the...

• Development Finance Underwriter

  up to £60,000

  Boxtree Recruitment have been engaged to source a Credit Analyst to join an established development finance and bridging lender who keep relationship management at the forefront of everything they do. Reporting to the Head of Credit, you will be responsible for originating and executive development finance loans. Responsibilities: · Underwriting development finance loans from £50k to £3m · Managing company loan book · Cash flow forecasts and conduct detailed cost reviews · Prepare credit papers, models and supporting documents · Manage the relationship with all key stakeholders · Analysing Surveyor development viability reports · Appraising property development proposals   Required: Experience underwriting development finance loans is essential (within a bank or alternative lender) Working knowledge of excel and ability to input data into basic financial models Able to work independently as well as part of a team   Company Benefits: Pension scheme Private medical insurance 4 x Salary Death in...

• Sales Negotiator

  Self-Employed (Generous split commission)

  Boxtree Recruitment have been engaged to source an experience Sales Negotiator to join a growing brokerage in the Essex area. Responsibilities: Meet clients and asses needs Market and advertise the property Build a client base Deal with phone and email queries Required: Must have experience promoting and selling residential/commercial real estate Full UK driving licence   Company Benefits: Competitive commission splits Leads provided from an international estate agency network Admin support   Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.   Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy...

• Self-Employed Mortgage Advisor

  Self-employed (Generous split commission)

  Boxtree Recruitment have been engaged to source an experience Mortgage Adviser to join a growing brokerage in the Essex area. You will be provided with leads but should have a client bank.   Responsibilities: Meeting with clients to assess their financial circumstances Sourcing a mortgage Speaking with lenders Required: CeMAP essential Competent Advisor Status Ambitious and driven to grow within the business   Company Benefits: Competitive commission splits Leads provided Admin support   Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.   Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A...

• Mortgage Compliance Officer

  £30,000

  Boxtree Recruitment have been engaged to source an experience Mortgage Compliance Officer to join a growing brokerage in the Essex area. This will initially be a part time opportunity, with the view of becoming permanent. Responsibilities: Mortgage and protection file checks Training advisers on regulatory requirements Compiling and analysing management information Compliance policy management File risk checking Required: Knowledge of AML and KYC procedures Strong organisation and analytical skills Excellent computer communications skills Experience in mortgages, protection or a similar role   Company Benefits: Great bonus scheme, flexible working, pension and healthcare   Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.   Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy...

• IFA Sales Support

  £25,000

  Boxtree Recruitment have been engaged to source a Sales Support Administrator to remotely provide administrative and PA support to IFA’s and their clients. Responsibilities: Submitting new business, monitoring, and tracking through to completion Organising letters of authority/chasing information First point of contact for regulated firm’s clients and product providers Arranging and coordinating meetings Updating valuations Maintaining diary and back office systems Arranging new business illustrations Required: Experience of working as an Administrator within a financial services environment for a minimum of 5 years GCSE (or equivalent) Maths and English grade C and above Certificate in Financial Planning/award in Financial Administration will be an advantage Clear understanding in terms of the obligation that a regulated firm has to its clients and the FCA Clear understanding of the Financial Services industry Clear understanding of GDPR and client confidentiality   Company Benefits: Fully remote – working from home Variable hour contract Auto enrolment...

• Placing Broker

  £40,000 - £55,000

  Are you an experienced placing broker in the London market? Do you have an excellent understanding of personal accident and additional markets for the corporate sport industry?   The ideal candidate will have an excellent network within their sector and be confident in where they can best place niche lines of business.   Responsibilities: Broking in the Lloyds and London market Maintaining relationships with underwriters and brokers Successfully placing business handed to you by internal brokers   Required: Between 2-5 years placing sport related risk within the London market An existing network of underwriters within their sector   Company Benefits: Pension scheme with employer contribution Life Assurance Help with travel and eyecare costs Perkbox subscription Access to counselling service Working with the local communities, volunteering etc. Various bonus prizes etc. for high performers   Please note that we expect a high response to this position if you have not had...

• Lettings Negotiator

  £20,000 + Commission + Company Car

  Boxtree Recruitment are currently recruiting for a Lettings Negotiator to join a thriving property management company. The successful candidate will be working in a young, focused and versatile group with a highly diligent work ethic. Day to day duties will include: Ensure lettings software package kept up to date with leads and use effectively to book property viewings.  Manage diary and attend viewings Prepare property inventories prior to tenants taking possession of a property Oversee the lettings process by ensuring that the administration and marketing is carried out in a timely manner and vacant stock is monitored closely To carry out move out inspections at the end of rental terms, agree suitable deductions on site and ensure file ready to be passed for closure Process notice applications and liaise with tenants to try and secure a further tenancy Providing full property management support by answering telephone calls, logging and instructing...

• Commercial Insurance Account Handler

  £25,000 - £35,000

  Recruiting for a well-established broker who have recently undergone some serious senior business changes and would like to appoint an Account Handler to work with two dynamic Account Directors to service their clients. This position will also allow you to grow and develop an existing client base and work alongside established and successful account directors who can develop your technical understanding of the commercial market. This company has the feeling of a family business but with the security and ambition of a larger corporate enterprise. They have a set of core values that runs through the business and informs everything from placing decisions to hiring decisions, these involve teamwork, integrity, morals, growth, creativity, and high standards. Responsibilities: Ensuring the renewal of your Account Directors’ clients Liaising closely with commercial market clients You may be asked to support Account Directors on face to face visits Handling premiums between £10,000 - £200,000...

• Commercial Account Handler

  £45,000

  Are you a confident Commercial Insurance Account Handler with experience in commercial package, property owners, liabilities, motor and more? Are you looking to specialise within a very niche sector within the insurance market, the rail sector? If the answer is yes, we would like to introduce you to a well-established and respected insurance group. You will mainly be responsible for the retention of existing clients, working alongside account executives within the team bringing in new clients. Please apply if the following applies to you: You have a good working knowledge of Commercial Insurance product classes You are proactive and possess a “can do attitude” You can work in a high pressure, quick working environment You would like to work for a business that is committed to your progression and development You hold general broker administration knowledge You have completed your insurance exams (or desire to) Company Benefits: 8 weeks’ worth...

• Head of Department - Niche Insurance Lines

  £125,000 - £200,000 + Equity and Bonus

  Boxtree Recruitment are currently recruiting for a successful MGA in London who are looking to grow their product offering through niche lines of business with the help of a new Head of Department.   This candidate will secure capacity for their chosen specialism through their insurer relationships and will spearhead the growth of this business.   Responsibilities: Contribute to overall business growth Secure new capacity alongside the Managing Director for the business Management of broker relationships Exemplary underwriting of your chosen product offering   Required: Extensive history in underwriting for your chosen specialist area of the market An excellent market reputation This candidate will be required to present a business plan to the client Company Benefits: Parent company is one of the world’s largest global brokers To be part of a strong company culture which considers honesty and integrity at it’s heart     Please note that we expect a...

• Mortgage Administrator

  £30,000

  Boxtree Recruitment have been engaged to source a Mortgage Administrator for a very exciting, growing and successful broker in London. Our client has a competitively priced and attractive proposition. Responsibilities: Support cases from application to completion Ensure all cases are processed smoothly and within a timely manner   Required: Thorough understanding of lending criteria from high street lenders and private banks Knowledge of complex income structures CeMap qualified or working towards and experienced in the sourcing of suitable mortgage products   Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.   Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information...

• Call Centre Operative

  £20,000 - £25,000

  Boxtree are exclusively representing a rapidly growing, highly respected insurance market growth specialist in the UK. This is an excellent opportunity to join a leading brand, based in Upminster and become a genuine part of a well-oiled, driven, and innovative team.   Boxtree are looking to build out their Contact Centre Team and your main responsibilities will be delivering telephone sales on behalf of impressive financial institutions within insurance broking and insurance.   If you have a hunger, drive and motivation for sales and earning commission then this is the ideal opportunity for you working in a fun, professional and fresh environment.   Benefits -Basic Salary + Commission with fantastic OTE’s based on achievement    -Working within one of the fastest growing, respected businesses in their space -An environment with guaranteed progression, development, and growth at the forefront of this opportunity   This role is completely exclusive to Boxtree so...

• Residential and BTL Specialist

  £25,000

  The role: Boxtree are seeking a Residential and BTL Mortgage specialist to work alongside the existing Specialist Sales Consultants and Sales Support team of our client who are a leader in their field of mortgage distribution.  On behalf of brokers they seek to find mortgage solutions for clients where mainstream solutions are not available, this can include residential mortgages, second charge mortgages, buy to let, short term lending, commercial finance, development finance and unsecured finance.   Duties: To assess, filter and place residential and BTL mortgages enquiries with a panel of lenders for most appropriate client solution To liaise with intermediaries on behalf of their clients, sales support and external counterparties such as lenders, surveyors and solicitors to bring cases to completion Check applications meet the criteria of the requested product and clients needs. Checking the validity and acceptability of documents sent in with the application against lenders criteria. Ensure...

• Contact Centre Leader

  £30,000 - £40,000

  Boxtree are exclusively representing a rapidly growing, highly respected insurance market growth specialist in the UK. This is an excellent opportunity to join a leading brand, based in Upminster and become a genuine part of a well-oiled, driven, and innovative senior team.   Boxtree are looking for an experienced Contact Centre Leader to appoint, develop and support a fast-moving, high energy call centre team of over 50 people.   The ideal candidate will have an established understanding of the insurance market including brokers, underwriting and insurers or come from an established Financial Service call centre background.   Benefits   Exceptional package and role benefits   Working within one of the fastest growing, respected businesses in their space An environment with guaranteed progression, development, and growth at the forefront of this opportunity   This role is completely exclusive to Boxtree so you will need to speak to one of our specialist...

• Contact Centre Team Leader

  £25,000 - £35,000

  Boxtree are exclusively representing a rapidly growing, highly respected insurance market growth specialist in the UK. This is an excellent opportunity to join a leading brand, based in Upminster and become a genuine part of a well-oiled, driven, and innovative senior team.   Boxtree are looking for an experienced Contact Centre Team Leader to develop and support a fast-moving, high energy call centre team.   You will have a proven track record and history of delivering incredible results, initiatives, and people management within the financial services/ call centre sector already.   Benefits Exceptional package and role benefits   Working within one of the fastest growing, respected businesses in their space An environment with guaranteed progression, development, and growth at the forefront of this opportunity   This role is completely exclusive to Boxtree so you will need to speak to one of our specialist consultants to discuss the opportunity.   Please...

• Finance Director

  £80,000 - £100,000

  Boxtree are exclusively representing a rapidly growing, highly respected insurance market growth specialist in the UK. This is an excellent opportunity to join a leading brand, based in Upminster and become a genuine part of a well-oiled, driven and innovate senior board. The Finance Director will work across various divisions and companies throughout the group and play a pivotal role in setting a robust financial infrastructure, whilst also being a major contributor to the commercial development and strategic direction of the business. The Finance Director will provide a strong commercial finance platform to enable growth and support the business. If you are energetic, hold a complimentary commercial edge to the work in which you deliver and want to be part of something truly exciting, do not hesitate to get in touch to explore the opportunity with our consultant at Boxtree representing the client exclusively. Required ACCA/ CIMA qualified Had finance...

• Compliance Director

  £55,000 - £65,000

  Boxtree are exclusively representing a rapidly growing, highly respected insurance market growth specialist in the UK. This is an excellent opportunity to join a leading brand, based in Upminster and become a genuine part of a well-oiled, driven and innovative senior team.   The Compliance Director will work across various divisions and companies throughout the group and play a pivotal role in setting a robust strategic, operational and risk-management infrastructure, whilst also being a major contributor to the commercial strategic direction of the business.   If you are energetic, hold a complimentary commercial edge to the work in which you deliver and want to be part of something truly exciting, do not hesitate to get in touch to explore the opportunity with our consultant at Boxtree representing the client exclusively.   The role Ensuring professional, strategic, and operational compliance and risk-management Ensuring that the business is compliant with appropriate systems...

• Compliance Manager

  £25,000 - £35,000

  Boxtree are exclusively representing a rapidly growing, highly respected insurance market growth specialist in the UK. This is an excellent opportunity to join a leading brand, based in Upminster and become a genuine part of a well-oiled, driven, and innovative senior team. The Compliance Manager will report directly into the Compliance Director and work across various divisions and companies throughout the group and play a pivotal role in assisting the Director in setting a robust strategic, operational, and risk-management infrastructure. If you are energetic, and want to be part of something truly exciting, do not hesitate to get in touch to explore the opportunity with our consultant at Boxtree representing the client exclusively. Benefits Exceptional package and role benefits   Working within one of the fastest growing, respected businesses in their space An environment with guaranteed progression, development, and growth at the forefront of this opportunity   Please note that...

• Commercial Insurance Account Handler

  £25,000 - £35,000

  Boxtree are looking to recruit an energised, motivated, and experienced account handler to support commercial insurance clients within a trusted, established, and proactive insurance brokerage based in Chester.   Responsibilities: Responsible for the retention and advising of commercial clients within the brokerage Committed to supporting the existing team with delivering commercial objectives and internal deliverables  Ensuring diligence open market broking and working with underwriters   Required: Cert CII qualified or Dip CII Qualified minimum   Company Benefits: Fantastic family orientated, fun and professional brokerage with growth achieved year on year Great reward systems in place for hard work and performance Pension, good holiday package and wonderful array of commercial clients to work with     Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.   Boxtree...

• Commercial Account Handler

  £25,000 - £28,000

  Boxtree Recruitment are currently recruiting for an experienced Commercial Insurance Account Handler working for our client an established fast paced and dynamic insurance brokers based near Dartford. The Commercial Account Handler will support delivery of service and client retention in accordance with business targets. This is a service-based position and requires the delivery of excellent customer service within the commercial and regulatory systems set by the company. Role Responsibilities Handling renewals and mid-term adjustments Renewal quotations to clients and chasing for instructions with view to achieving an excellent retention level. Check documentation from Insurers to ensure any errors or omissions are corrected prior to issue to clients Adhering to Company strategy in relation to placement, fees and premium finance Develop and sustain relationships with clients Effectively analyse client needs and develop solutions Respond promptly to client queries and ensure that all communications with clients and/or insurers or other business contacts...

• Relationship Manager, Development Finance

  £32,000 - £35,000

  We are delighted to bring this exciting and fresh opportunity to the market.  Our client are a high quality and dynamic development finance brokerage who also have access to their own mezzanine and equity funding lines   The firm target professional investor and developer clients who derive their sole or majority of their income from real estate. The debt levels required for clients in this department are typically between £2m and £50m.   The position available is primarily focused on supporting one of the business principals with their wide-ranging deal flow from a relationship management perspective. It is predominantly residential investment based but with a distinct exposure to commercial investment and residential development.   Duties: Analysis will involve the complete understanding of the deal with the depth of knowledge that is required to present the opportunity to the proposed funder. A high level of attention to detail and diligence will...

• IFA Sales Support

  £28,000 - £33,000

  Responsibilities: Supporting advisers in all aspects of the advice process. Preparing first meeting packs - as and when required Inputting fact find details into our back-office system – Intelligent Office (IO) Set up clients on IO Input case onto IO Input initial fee (commission) onto IO Input expectation of future income onto IO Obtain illustrations (Exchange or other methods) Obtain KFds or KIIds Input ATR Questionnaire into Financial Express (FE) - EValue Print ATR Report outcome via FE Input Lifetime cash forecasting information into via Truth (where relevant) Prepare suitability letters for Adviser sign off (using templates or software) Obtain and copy Anti Money Laundering documents Complete verification form for adviser signature Pass prepared case to Compliance (using checklist) On-Line Processing (where relevant) Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions Chasing business Weekly planning / strategy meeting with Adviser General...

• Commercial Insurance Account Manager

  Up to £40,000

  Boxtree are currently recruiting for a well-respected, client-dedicated Insurance Broker based in Bagshot who are looking for a work driven, self-motivated Commercial Account Handler to look after their commercial clients within the business.   Responsibilities: Look after commercial policies, ranging from £1,000 GWP up to £50,000 GWP, and potentially higher Handle all types of commercial policies, including Combined Liability, Commercial Combines, Fleet, Offices, Shops, Professional Indemnity, Contractors, Tradesman etc. Observance to the FCA regulations Maintain relationships with clients, ensuring retention is strong   Required: Preferably Cert CII qualified, or working towards 3 years’ experience dealing with clients, negotiating covers and terms with insurers   Company Benefits: Entitlement to 26 Days Holiday, not including Public Holidays Support and encouragement for further CII qualifications, including in-house training   Please note that we expect a high response to this position if you have not had a response within the next 3 days please...

• BTL Mortgage Underwriter

  £40,000 - £50,000

  Boxtree recruitment are recruiting for a Buy to Let Mortgage Underwriter for a well-established lender in the City of London.  Our client have huge backing from big banks and they are experiencing a huge increase in demand for their products hence the creation of 1, possible 2 roles.   Key facts: Institutionally and internally funded Solid introducers True progression path   Responsibilities: Build and maintain relationships with brokers and in turn underwrite complex, HNW BTL mortgage cases Ensure new lending proposals are underwritten in line with Lending Policy with any exceptions clearly documented and approved by relevant senior signatories Present clear and concise lending recommendations to senior signatories for proposals which require exceptions or fall outside parameters of mandate Participate in daily deal committees Assess and appraise valuation reports  Liaise with intermediaries on new enquiries and proposals ensuring underwriting requirements and/or reasons for decline are communicated clearly and effectively Work...

• Senior Accountant

  £35,000

  Boxtree have been exclusively retained to recruit for a Senior Accountant to join a fun, dynamic and extremely busy accounts function in Southend.   Working within the manufacturing and installation sector, you will have a robust personality that oozes confidence in decision making, cashflow and commercial foresight and know-how.   Responsibilities:   Practical problem solving, not just talking about it Supporting the internal accounting team Posting and reconciliation of accounts receivable and payable Assisting in preparation of long term plans and forecasts both financial and commercial Reconcile bank and control accounts Control expenses throughout the business, with robust and firm processes  Assist in preparation of cash flow statements Work closely with the Managing director of the business Strong personality with confidence if your own ability to speak your mind and deliver your opinion into workflow Extremely forward thinking and accurate in detailed financial planning   Required: Advanced Excel skills Excellent...

• Motor Fleet Insurance Account Executive

  up to £40,000

  Boxtree are currently working with a well-respected insurance brokerage based in Sidcup, Kent. It is a very new business driven position, focusing on motor fleet products and clients. The perfect candidate will be ready to generate and place new business, retain client relationships and hungry to succeed.   Responsibilities: New business generating and placing, through cold calling, leads, client meetings etc Maintaining relationships with clients and insurers Developing and maintaining a successful, profitable book of business   Required: At least 5 years commercial experience (preferably commercial motor) Strong new business skills, alongside account management skills   Company Benefits: Car allowance if necessary 25 days holiday, excluding bank holiday Company pension scheme Supportive team, trusting work environment   Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful....

• Head of Underwriting, Bridging

  £80,000 - £100,000

  Boxtree have been appointed exclusively to appoint a Head of Underwriting. This is rare opportunity to join an established, specialist lender in London as a Head of Underwriting. This is the first senior hire in the Underwriting team and in terms of progression, this role would replace the directors of the business who have typically been the top of the tree in terms of credit committee and technical referral point.  There are several things that make us very excited about this opportunity but the stand-out parts that we hope grab your attention are: – The potential of share options Performance has been enhanced during 2020 and they have permanently shifted to become a hot desk business, with home working at the forefront and the office to be used for meetings and events Progression into directorship in the future A well-priced and competitive proposition that is getting a lot of attention...

• Commercial New Business Insurance Broker

  £40,000 - £60,000

  Boxtree are currently working with an established Lloyds accredited broker who are looking for a talented Commercial New Business Insurance Broker with a specialist background in commercial in the UK. The successful candidate will be working within their fun, committed, and driven commercial insurance team. The ideal candidate will be comfortable on the phone and will be keen to carve out a career that will enable them to make their mark within their business. Role Responsibility; Hitting an organic growth target Placing business within the Lloyds and the London market Handling enquiries from clients and understanding their needs Utilising existing relationships in the market to place business New business generation, from referrals and networking as well as cold calling Liaising with insurers and underwriters and providing them with the information to assess the risk Required Skills; Minimum of 3 years insurance broking experience in commercial insurance A passion for insurance...

• Corporate Account Manager

  £45,000

  We are seeking a capable Corporate Account Manager, capable of servicing large accounts to ensure retention and long-lasting relationships. Boxtree have been retained to assist a prestigious, sought-after global insurance broker to assist in the appointment of a Corporate Account Manager to service mid to large corporate portfolios within the UK London market. Key Responsibilities; Supporting Account Executives in maintaining client policies Preparing documentation with precision Managing the renewal process and mid-term adjustments Obtaining quotations in the market for renewals and new business won Providing risk solutions advice, identifying, and pre-empting risk exposures Monitoring policy documentation to ensure accuracy has been met Required; Must hold 3 years or more experience servicing corporate risks up to £200,000 GWP UK client knowledge (Global would be advantageous but not required) Company Benefits; Healthcare including family healthcare protection Interest Free Season Ticket Loan (should you ever what to go back to the office!!) Amazing...

• Commercial Insurance Account Executive

  £50,000

  If you LOVE eccentricity, innovation and put client care at the top of your list as an insurance broker then apply for this position today.   Boxtree are recruiting for a new business focused relationship manager who can onboard new quality clients with a view to creating long term local and national client relationships.   Please note working hours for this role are 8am – 5pm, with the first hour consisting of a compulsory team meeting.   Responsibilities:   Developing a quality new business pipeline and converting into new business Working with the team of 12 to ensure all existing clients to the business are serviced to the highest standard Increasing the companies’ network Working as a team is imperative in this role Attending team meetings to support colleagues and gain insight from other professionals   Required:   Min. 5 years’ experience in commercial insurance broking A track record in...

• Commercial Property Account Handler

  up to £40,000

  Boxtree are currently representing a well-respected brokerage in their search for an Account Handler with strong property product knowledge. If you have a strong commercial property understanding and have had previous experience operating in house binders, then I want to hear from you! You will have the support of a fully functioning office to help manage the workload and the support of an inspired management team to perform to the best of your ability. Responsibilities: Maintain relationships with clients in your network Attend insurer meetings Support Account Executives in onboarding new business via networking, product development and other innovative mediums Maintaining a portfolio with risks of up to £100,000 premium Adhering to timeframes in preparation for renewals to ensure completion and the retention of clients Required: Must have 2 years’ experience within commercial property insurance A recent and sustained account management track record It is advantageous to have an understanding...

• Commercial Account Manager

  £30,000 - £32,000

  Recruiting for an experienced Account Manager to join a small team of commercial insurance professionals to manage and grow an inherited book of business with a lean in specialism towards financial lines clients.   This position comes after the appointment of a brand new “Head of” in the business and the progression of an Account Executive into a Senior role.   Responsibilities:   Attending client visits alongside management occasionally Handling the broking open market of new business, renewals, and MTA’s Maintaining existing client relationships Liaising closely with Partners and other management You may be given the opportunity to travel into and work from the London office once a week Broking premiums between £600 - £800,000 GWP Handling various policies including several FI products, Commercial Combined and Property   Required:   Between 2 – 10 years broking experience in commercial insurance   Company Benefits:   This is an opportunity to be...

• Full Stack Developer

  £30,000

  Boxtree Recruitment are currently recruiting for a Junior .Net Developer to join a fast-paced and well-established London Market Brokerage. The ideal candidate will have solid commercial .Net coding knowledge to assist the development of the existing underwriting platforms used across the business. You will play a fundamental part in supporting enhancements in an ever- changing market. If all of this applies to you, then we would like to hear from you! Role Responsibilities; Assisting with projects and ensuring their delivery is maximised across the business Adding features when required to pre- existing products Maintaining and development the internal platforms used by Underwriters Ensuring delivery is met against time schedules efficiently Developing solutions to meet requirements when they arise Supporting peers with their technical abilities Role Requirements; 4 years’ experience of writing clean code with .Net, C# or ASP.NET Proficient with jQuery and JavaScript Knowledge of building connected, service -orientated applications...

• Mortgage Administrator

  £30,000

  Boxtree Recruitment have been engaged to source a Mortgage Paraplanner for a very exciting and well-established Financial Planner in London. If you want to be part of the growing and successful Mortgage Team, then you should apply. Responsibilities: High net worth mortgage case processing Support cases from application to completion Ensure all cases are processed smoothly and within a timely manner Required:   CeMAP qualified Thorough understanding of lending criteria from high street lenders and private banks Must have worked within a broker or Financial Planner recently Knowledge of complex income structures Experience sourcing products   Company Benefits: TBC   Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.   Boxtree are very serious about how we regulate and control personal data of our candidates. Please...

• Commercial Account Handler

  £26,000 - £30,000

  Are you a confident Commercial Insurance Account Handler with experience in commercial package, cyber liability, property owners, liability, and construction risk? If the answer is yes, we would like to introduce you to a well-established and reputable insurance group. With an influx of new business, you will mainly be responsible for the retention of existing clients but growing the book organically through referrals that come in naturally to the business. Please apply if the following applies to you: You have a good working knowledge of Commercial Insurance product classes You are proactive and possess a “can do attitude” You would like to work for a business that is committed to your progression and development You hold general broker administration knowledge Company Benefits: Flexible working (work from home optional) Exceptional company bonus and income structure Fun, professional and driven management and office environment Pension Perfect role for a 2nd job in...

• Mortgage Advisor

  £25,000

  Boxtree Recruitment have been engaged to source a competent status Mortgage Advisor for an award-winning mortgage brokerage in Essex. Our client is lined-up for an exciting period of change, and you could be part of it!   Responsibilities: Offer professional mortgage advice in accordance with FCA regulations Provide suitable mortgage advice for company’s clients Liaise with the lender and borrower Conduct thorough fact finds Required:   CeMAP essential Must be CAS Conducted telephone/face to face client meetings   Company Benefits:   All leads provided Fair commission structure Full administrative support   Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.   Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree...

• Deal Origination, Development Finance

  Negotiable - Completely candidate led

  Boxtree Recruitment have been engaged to source an experienced Deal Originator, on behalf of a prestigious asset manager   The successful candidate will take a leading role in the origination, structuring, and execution of development finance transactions You will develop and maintain a network of counterparties to source private lending transactions   Using your experience, you will analyse deals and present opportunities to the investment committee and the Board;   Deal sizes range from £500K - £5m and your target projects to finance will be ground up development, part-complete projects, conversion schemes or development exits   Required experience: Experience in a similar role in a bank, a non-banking financial institution, alternative lenders or alternative credit funds A strong and well-developed network of counterparties Company Benefits: BUPA, Cigna (dental cover), death in service (4 x salary), a pension scheme, season ticket loan scheme and 25 days holiday     Please note...

• Corporate Account Manager

  £30,000 - £60,000 - Very much candidate led

  Boxtree have been exclusively retained to support a global insurance brokerage in Scotland to appoint an Account Manager to support Account Executives and Account Managers with the onboarding of new corporate clients.   The role is exclusive so if you haven’t spoken to Boxtree Recruitment about it- you haven’t spoken about it!   What will you already benefit from?   The ideal candidate will already benefit from a proven track record in supporting a corporate team in the management, handling, and retention of large corporate clientele  Confident in the placement and handling of UK domiciled corporate businesses You will be polished in your approach, delivery and service to corporate clients and be considered as an important part of an existing corporate division or team already Already comfortable with handling an array of different sectors within corporate risk including but not limited to construction, haulage, retail, hospitality, professional businesses, and agriculture....

• Insurance Account Executive

  Starting at £35,000 with an OTE of up to £120,000

  Are you a hard hitting, new business focused Account Executive with a specialist knowledge of insurance cover for the Care or Healthcare market? If so, we would like to speak to you. Boxtree are exclusively offering the opportunity to work with an infamous brokerage in the City of London, in an extremely professional and successful team who are notorious in the market.   You will have the support of a lead generation team to help you generate new business as well as the opportunity to gain referrals and enquiries through their already impressive market reputation as well as your own.   Responsibilities: Self-generate and strategize for new business growth within the team Nurture existing clients to the business to ensure their accounts continue to grow and the clients are properly serviced Attending client meetings Closing new business from leads generated for you Bringing in new business prospects who are worth...

• Commercial New Business Insurance Broker

  £18,000

  Boxtree Recruitment are currently working with a prestigious insurance broker based in Manchester who are recruiting for a desk-based Commercial Insurance Broker to generate and close new business prospects from leads provided.   The successful candidate will be working within their fun, committed, and driven commercial insurance team.   The perfect candidate will be confident and comfortable in the phone and email (outlook) and be keen to make their mark in the business.   Responsibilities: Build new business based on provided warm and self-generated leads Build and maintain relationships with all clients, insurers and colleagues Handling enquiries from clients Understanding client’s insurance needs Dealing with and handling new enquiries, renewals and MTA’s First point of contact to clients Liaising with insurers and underwriters and providing them with information to assess the risk Dealing with premiums of up to £5,000   Required: Experience in an insurance position in a sales-based role...

• Commercial Insurance Broker (Account Handler)

  £25,000

  Boxtree Recruitment are currently working with a prestigious insurance broker based in Manchester who are recruiting for a desk-based commercial account handler to handle renewals for their commercial SME book of business. The successful candidate will be working within their fun, committed, and driven commercial insurance team. The perfect candidate will be confident and comfortable in the phone and email (outlook) and be keen to make their mark in the business.   Responsibilities: Build and maintain relationships with all clients, insurers and colleagues Handling enquiries from clients Understanding client’s insurance needs Dealing with and handling new enquiries, renewals and MTA’s First point of contact for clients Liaising with insurers and underwriters and providing them with information to assess the risk Dealing with premiums of up to £5,000 Required: 2 years of commercial experience within an insurance brokerage Company Benefits: 25 Days holiday with Public holidays in addition! Membership to the...

• Insurance Account Executive

  Up to £140,000

  Boxtree Insurance market recruiters are working with an established insurance brokerage and Lloyd’s coverholder in Essex who are currently recruiting for insurance professionals who are keen to maintain their “independent broker” way of working.   You will have a loyal client following, track record and experience in commercial insurance (specifically retail insurance broking but all lines of business will be considered) – Please DO NOT apply if you do not have this experience as you will be rejected.   Role Responsibilities: -   Servicing your existing, moveable book of business Generating new business enquiries for commercial clients Develop and maintain relationships with clients, insurers and underwriters To comply with FCA regulations Develop self to maximise personal contribution to the role Telephone underwriters for account development Proactive approach to developing profitable underwriter relationships Deal with incoming enquiries from clients, insurers and other third parties in a professional and timely manner Promptly...

• Senior Technical Account Manager

  Up to £65,000

  Boxtree have been exclusively appointed to source a talented, experienced, and respected London market, Technical Account Manager to join a progressive and profitable insurance brokerage. Working in the heart of the city, you will be supporting the Broking Manager of the group in the technical placement of professional risks including Management Liability, D&O and professional risk. With a strong background in risk placement, account management, market relationship management and compliance in the same, you will have a passion for ensuring a high level of client service and a track record in supporting cross-class teams. -Are you from a senior Account Manager within professional risk, used to broking within London and open market? -Do you already have exceptional relationships in the market within professional risk? -Confident at drafting policy wordings, contracts, and endorsement suggestions for underwriters   This is an urgent requirement for an immediate start so do not delay in...

• Mortgage Administrator

  Up to £30,000

  Boxtree recruitment are recruiting for a Mortgage Administrator to join a well-established brokerage in London who are expanding. This is an exciting role for an experienced Administrator to process a busy pipeline of cases.   Responsibilities: Processing mortgages for a large variety of lenders across the whole of the market Keep on top of a busy pipeline of cases, liaising with various 3rd parties to do so, including valuers, solicitors and lenders. Maintaining existing relationships both internally and externally   Required: Experience of processing mortgages from application through to completion Experience of working for a broker and therefore having knowledge of a variety of different lenders   Benefits: Great working environment with a salary of up to £30,000 depending on experience Opportunity to work for a well-established, highly reputable, and stable business   Please note that we expect a high response to this position if you have not had a...

• Insurance Account Director

  From £60,000

  Exclusive opportunity through Boxtree Recruitment to head up and grow a brand-new, FCA approved, retail commercial insurance brokerage. If you have a loyal client following and would like to be a part of shaping a new venture, backed by a successful MGA then this is the right role for you and your team.   This is the opportunity to make considerable noise in the market and unlock unlimited potential in terms of taking the next step in your own career due to the high level of financial and professional support which this company can offer. If you have an existing supporting team who work with you, we will also consider facilitating a team lift if necessary.   Responsibilities:   Grow and nurture your personal book of business through a loyal client following Become actively involved in the recruitment of a broking team to support your book of business and new...

• Account Executive

  £60,000

  Boxtree are currently representing a well-respected independent brokerage in their search for a hungry development professional with strong commercial product knowledge. If you have a strong construction risks understanding as well as general commercial, then I definitely would like to hear from you! Responsible for the development and execution of established new business prospects and pipeline generation, you will have the opportunity to maintain the relationships you build to create a book of business. You will have the support of a fully functioning office to help manage the workload and the support of an inspired management team to perform to the best of your ability. Responsibilities: Maintain relationships with clients in your network Develop and create new business via networking, product development and other innovative mediums Develop lasting relationships at senior levels within the UK Prepare and maintain a new business initiative Fee negotiation and completion of budget proposals Required:...

• Corporate Insurance Sales Director

  Up to £80,000 + Car Allowance

  Boxtree are currently recruiting for a Sales Director to join a well-respected, large national insurance broker. The most important aspect of this position will be your ability to manage a sales team of 10, which will be a mix of Execs and Account Handlers to success. Producing and placing new business is also key in this role.   The business is looking to expand their commercial book by focusing on growing their corporate and commercial client accounts.   Responsibilities:   Manage a small sales team, ensuring they are meeting targets & KPI’s Work strictly with GDPR, data protection and the businesses compliance Experience of developing and implementing sales strategies and plans Producing, generating and placing new business Placing existing business through open-market broking Attending client meetings Reporting into the Corporate Director Be responsible for their own target management as well as the teams   Required:   Must have a minimum...

• Commercial Producing Insurance Broker

  Negotiable

  An exciting opportunity has arisen to work for a new insurance broker attached to a successful financial services company to support the managing director with their influx of new business enquiries as well as handling existing accounts to a high level. This is also an opportunity to grow your own book of business through your new business generation skills. It is beneficial to applicants if you have a strong background in broking in commercial property and construction sectors.   The Opportunity Ability to handle, maintain, develop, and retain existing clients for full commercial portfolios (Commercial Combined, Property Owners, PI, D&O, CAR, Liabilities etc.). Placing policies open market up to GWP £300,000 Strong administration skills and ability to administer insurance policies and service clients effectively Working within the FCA guidelines and ensuring compliance in all workload Put together renewal presentation and quotations and obtain the clients renewal for their insurance  ...

• Employee Benefit Client Director

  £60,000

  Boxtree Recruitment have been retained to assist a prestigious, sought-after global insurance broker to assist in the appointment of a Client Director to drive growth and identify new business opportunities within the Employee Benefits team. The purpose of the role is to work alongside the Corporate Employee Benefits team and build new and retain existing profitable business. You will be used to self-generating new business, provide excellent client service, and retain existing clients with first-class advice, through effective and competent activities within ethical, legal and compliance guidelines. The primary aim of this role is to develop the corporate client base. Responsibilities/Required: Identifying and establishing contact with new potential clients Attending client meeting Gathering/analysing the information needed to provide financial advice Reviewing clients' circumstances and take appropriate action Making appropriate recommendations in line with regulatory guidance Company Benefits 4 x annual salary life cover Permanent health insurance BUPA Cover Group personal...

• Underwriting Analyst

  £45,000

  Boxtree are exclusively representing our client to support them in appointing a Senior Underwriting Analyst to work alongside their senior analytics team. If you haven’t spoken to Boxtree Recruitment about this role, then no one else will! We are exclusively representing the client so make sure you apply now or look at our website for details. The senior team of analysts are responsible for driving growth within the business throughout their eTrading distribution channels, utilising market leading underwriting technology. Utilising your existing private lines underwriting and analytical experience, you will identify trends and patterns within millions of data records and using data enrichment, build and deliver increases in performance targets. GET IN TOUCH IF; You want the flexibility to work from home or in the office You have a proven track record in analysing big data within private lines insurance in the underwriting space You have a commercial approach to...

• Insurance Broker

  £30,000

  Boxtree are currently recruiting for a professional, fun and dynamic insurance brokerage that are looking to appoint a fantastic insurance broker to join their commercial insurance team.   Responsibilities: Looking after existing clients within the commercial insurance team Ensuring quality open market, desk-based broking and underwriting relationships Required: 2 years minimum experience within commercial insurance handling Ideally Cert CII however, this client offers significant bonus and initiatives to secure qualifications   Company Benefits: Exceptional company bonus and income structure Clear path to progression bonus- Get paid to get qualified! Great holiday allowance within the team Fun, professional and driven management and office environment who are renowned for developing individuals in their experience, their qualifications and they personal development Pension Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have...

• Senior Account Handler

  Up to £35,000 + Commission + Bonus

  Are you a confident and senior Commercial Insurance Account Handler with experience in commercial package, cyber liability, property owners, liability and construction risk? If the answer is yes, we would like to introduce you to a wonderful brokerage with over 40 years trading. With an influx of new business, you will mainly be responsible for the retention of existing clients but growing the book organically through referrals that come in naturally to the business. Ideal experience and skills; Understanding of Open GI Strong understanding of commercial insurance policies and client requirements Open market and scheme broking experience Highly motivated, professional and strong communicator Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful. Boxtree are very serious about how we regulate and control personal data of our...

• Commercial Account Handler

  Up to £30,000

  Are you a confident Commercial Insurance Account Handler with experience in commercial package, cyber liability, property owners, liability and construction risk? If the answer is yes, we would like to introduce you to a wonderful brokerage with over 40 years trading. With an influx of new business, you will mainly be responsible for the retention of existing clients but growing the book organically through referrals that come in naturally to the business. Ideal experience and skills; Understanding of Open GI Strong understanding of commercial insurance policies and client requirements Open market and scheme broking experience Highly motivated, professional and strong communicator Perfect role for a 2nd job in London or someone looking to progress within their role if you have hit a ceiling! There are lots of opportunities in the business to develop your career. Please note that we expect a high response to this position if you have not...

• Commercial Account Handler

  £26,000 - £30,000

  Boxtree Recruitment are recruiting for a Commercial Account Handler to handle a book of commercial insurance clients to consist of property insurance policies, liability insurance policies and also commercial portfolio (motor fleet, legal expenses, commercial combined).   Please apply if the following applies to you: Experience of using the broking system, Acturis You have a good working knowledge of Commercial Insurance, including property insurance You are used to handling commercial insurance clients (desk-based broking) You would like to work for a business that is committed to your progression and development (teaching you new commercial insurance lines, supporting you with your insurance qualifications) You can drive   Company Benefits: Exceptional company bonus and income structure Great holiday allowance Fun, professional and driven management and office environment Pension Please note that we expect a high response to this position if you have not had a response within the next 3 days please...

Team Boxtree

• 

  Kate Wiseman

  Team Administrator

  ​With family at the heart of everything that Kate holds dear, Boxtree has become a home from home. Kate truly doesn’t care about the money, she cares about what’s right and what opportunities are right for her candidates. Finding others their dream jobs, allowed Kate to live her dream job daily. As well as thriving in the insurance industry and now recruitment, her professional career also extends to football where she has been signed since 2015 as a centre forward for Southend United Ladies.

• 

  Naomi Little

  Consultant

  ​Specialisms: Lending and Bridging RecruitmentNaomi is one of our specialist financial services consultants, mainly focusing within the lending and IFA sector. She is mentored by Jodie Murray and loves working with her equally passionate Boxtree family. Not your typical millennial, Naomi should have been born in the 80s. Certified Star Wars geek and animal lover whose diet consists of anything you’d typically find in an eight year olds lunch box. Also been known to drop into the splits on a nightout.

• 

  Toni Dines

  Founder

  Specialisms: Insurance Recruitment, Merger & Acquisitions, Headhunting, ConsultancyA crazy animal fan and dog lover, the Founder of Boxtree started her career in insurance broking, moving through underwriting, claims and operational process within the London market. Appointed by Arthur J Gallagher, JLT and Bluefin, Toni is a key point of contact at Boxtree for all things insurance; M&A opportunities, Headhunting (Senior Search & Selection) and bespoke consultancy requirements at all levels.Narrow Boat lover and aspiring Alpaca owner.

• 

  Jodie Murray

  Associate Director

  ​​Specialisms: Lending and Bridging Recruitment, Headhunting, ConsultancyA busy mum to 2 beautiful boys, that loves recruitment and is the 2nd generation of recruiter in her family. Jodie has worked in the financial services sector for over 15 years and is your 'go to' for Senior Search and Selection and consultancy requirements at all levels within this field. Driven by the success of everyone she works with. A football loving ‘Soccer Mum’ that spends all her spare time in muddy fields and washing kits!

• 

  Paige Dadds

  Consultant

  ​Specialisms: Insurance Recruitment, Merger & Acquisitions, Headhunting, ConsultancyA serious dog lover who has traveled the world! A senior insurance market consultant in Boxtree who loves working with everyone in recruitment and M&A. Paige finds working with underwriters and senior level brokers the most exciting, as they always have a lot to say and can speak about their markets in detail, giving fantastic market insight. Although there are many things that Paige loves about working with Boxtree, the main thing for her is being able to develop and nurture relationships with all manners of people, within an industry that she genuinely loves.

• 

  Morgan Whittaker-Beecroft

  Consultant

  Specialisms: Insurance RecruitmentMorgan is one of our specialist insurance market consultants, mainly focusing on insurance brokers, MGA’s and insurers. Morgan loves working with her Boxtree family and has been mentored by Toni Dines & Paige Dadds in the business to ensure the highest level of technical understanding of clients and roles. Morgan is very family orientated and works very hard to make her family proud. Aspiring to be extremely successfully for her younger siblings, especially her sister Ava who certainly looks up to her as a role model.

• 

  Kim Scrivener

  Consultant

  Kim has great knowledge and experience in the recruitment industry and works closely with our Senior Consultants. With Kim’s immense knowledge of recruiting, Kim enjoys her responsibility of sourcing only the highest caliber of candidates for our consultant’s job roles. When Kim isn’t working and supporting the team in market mapping and headhunting, she enjoys holidays with her family and friends, visiting the karaoke bar to sing “I will Survive - Gloria Gaynor”.

• 

  Lacee Watts

  Project Coordinator & PA to the MD

  ​A certified ice skater who ensures the heart of the business runs smoothly, compliantly and full of integrity. Operationally, Lacee is the right-hand of Toni Dines. It’s a running joke in the office - you need to make sure your facts and figures are spot on before passing them across to Lacee! No challenge too big or small, Lacee is the team's Projects Coordinator and PA to the Director.

• 

  Kelly Aplin

  Consultant

  Specialisms: Insurance Recruitment, Headhunting, Consultancy​An Insurance market Recruitment Consultant at Boxtree (who once had a dance off with Olly Murs!), Kelly enjoys interacting with both clients and candidates, being able to fulfill their needs and effect a match for longevity. Building long lasting relationships is something that Kelly takes great pride in, along with finding her candidate’s their dream job. Kelly enjoys working within all aspects of insurance broking and underwriting.

• 

  Sophie Yates

  Team Administrator

  ​The core of Boxtree is supported by Sophie who heads up our administrative function and operational need of our consultants. With a wonderful sense of humour and an admired dancer, Sophie loves bringing the joys of life into all she achieves at work. Sophie diligently ensures the professional representation of our firm daily but is the envy of the office with her sweet tooth and calibre of snacks and treats!

Boxtree by Numbers

£4.3m

Candidate salaries placed on average, annually

862

Clients supported on average, annually

1219

New insurance candidates registering with us each month

362

New lending candidates registering with us each month