Total 10 finance banking insurance job vacancies in taunton ta2 8rx

Please see attached job description for further information about the responsibilities of this role. You can find further details about the role, a letter from the Deputy CFOs and advice on completing your application in the Document to download section. Interested in applying and want to find out more about our team and the work we do? Please email Heather Pittam (Head of Financial Reporting) on heather.pittam@nhs.net if you would like to discuss.

Job description
Job Title: Trainee Insurance Advisor - £21 - £28k (Salary is negotiable DOE)
Location: TAUNTON

Job Description:

Are you looking for an opportunity to launch your career in the insurance industry? We're seeking a Trainee Insurance Advisor to join our team in Taunton. This role offers the chance to work in a well-established company that prioritises staff development and provides continuous training and support.

As a Trainee Insurance Advisor you will:

You enjoy engaging with people, building relationships, and understanding their unique needs.

Problem-solving comes naturally to you, and you excel at crafting tailored solutions.

Previous experience in customer service or sales is advantageous, but not required. We provide comprehensive on-site training, workshops, and coaching, along with support to attain industry qualifications.

You're ambitious and eager to advance your career. We believe in promoting from within, offering growth opportunities to those who demonstrate a desire to succeed.

As a Trainee Insurance Advisor you will be:

Focusing on delivering exceptional sales and customer service experiences.

Handling new business, policy issuance, adjustments, and renewals.

Assisting customers in selecting the most suitable insurance policies.

Working towards individual and branch KPIs and sales targets.

Fulfilling any other duties as required by the business.

Requirements:

No prior insurance experience necessary; we offer full training for the right candidate.

Demonstrated commitment to providing high levels of customer service.

Professionalism, diligence, and composure under pressure.

Ability to collaborate effectively within a team and meet tight deadlines.

As a Trainee Insurance Advisor you will get:

Competitive basic salary with regular salary reviews based on performance.

22 days of holiday, increasing to 27 days through length of service (plus bank holidays).

Access to a Healthcare Cash plan, providing you with access to 17 different benefits, all covered by the company.

These benefits are just part of the package we offer to support and reward our team members. We believe in investing in our employees' well-being and professional development.

If you're ready to embark on a rewarding career path in the insurance industry, we want to hear from you. Join us and take the first step toward a successful future!

Cowell Recruitment Ltd is an equal opportunities recruiter.E&OE. Please note that only applicants with right to work (RTW) full time will be considered for this role.

You can find further details about the role (job description and assignment brief), a letter from the Deputy CFOs and advice on completing your application in the Document to download section. Interested in applying and want to find out more about our team and the work we do? Please email Tom Attridge; Head of Financial Planning and Analytics at tom.attridge@nhs.net.

As Finance Manager Capital, the post holder will work as part of a dynamic team in delivering an effective service supporting managers and staff across the South West region, including: Supporting the team to have robust processes in place to track and monitor all capital funding sources for accurate month end and year end monitoring and reporting of capital. Day to day management of the capital programme, including capital allocations, general ledger management and adjustments, coding structures and other related capital processes, systems and procedures. Production of monthly capital performance management information and critical analysis of trends, variances and associated risks, thus enabling strategic decisions to be made. Provide advice and support on capital processes, systems and procedures. Support building effective relationships across key stakeholders such as providers, commissioners, systems and regional and national teams including Capital and Cash and Strategic Estates. Assist in the development and operation of processes, systems and procedures to enable the region to effectively manage capital investment. Provide strategic financial support for new initiatives or projects as necessary. Please see the attached Job Description for further details on the role, responsibilities and person specification.

The South West Capital team manages significant capital resource for the region. This includes c.£1.0 billion of system operational capital and national programme capital for 2024/25. The role is a key part of the South West Regional Finance Directorate, delivering support to system, commissioner and provider organisations.

The successful candidate will be responsible for the day-to-day reporting and monitoring of the regional capital programme, in addition to other strategic finance work as required. They will provide support to the Senior Finance Manager and Deputy Head of Finance. There will also be line management responsibility for an additional member of the Capital team.

Previous experience in a similar role, ideally within the health and social care environment, is key. The successful candidate will have a good working knowledge of Microsoft packages, particularly Excel and PowerPoint, and be familiar with accounting software, such as Oracle and Oracle Business Intelligence. Excellent attention to detail, a clear communication style and an ability to develop good working relationships are further attributes that are essential to succeed in this role.

Interviews for this post will be held in person at South West House, Blackbrook Park Avenue, Taunton, TA1 2PX. The successful applicant will be required to work a minimum of 40% of their time in person at either the Bristol or Taunton office bases.
• Supporting the Capital team to track and monitor capital expenditure to enable accurate month-end and year-end monitoring and reporting, helping organisations to deliver their financial targets and plans.
• Processing the monthly data received from the IFRs (Integrated Finance Return) and PFRs (Provider Finance Return) into the regional capital data pack.
• Producing the monthly suite of capital reports for both internal and external stakeholders, including analysis of trends and variances and identification of associated risks.
• Supporting the Deputy Head of Finance to deliver the monthly system capital meetings with the system and provider organisations.
• Participating in capital year end processes, including working closely with system and provider organisations to resolve capital issues.
• Supporting the month end process for commissioner capital, including review of journals and monitoring of prior year accruals in line with the month end timetable.
• Leading the monthly ICB capital meetings with the ICB capital leads.
• Reviewing PIDs (Project Initiation Document) for commissioner capital, providing assurance to the Regional Director of Operational Capital.
• Supporting the sharing of knowledge and best practice through collaborative working with regional and national colleagues.
• Proactively contributing to the development of capital processes, procedures, systems and improvements across the region

The NHS England board have set out the top-level purpose for the new organisation to lead the NHS in England to deliver high-quality services for all, which will inform the detailed design work and we will achieve this purpose by:
• Enabling local systems and providers to improve the health of their people and patients and reduce health inequalities.
• Making the NHS a great place to work, where our people can make a difference and achieve their potential.
• Working collaboratively to ensure our healthcare workforce has the right knowledge, skills, values and behaviours to deliver accessible, compassionate care
• Optimising the use of digital technology, research, and innovation
• Delivering value for money.

If you would like to know more or require further information, please visit https://www.england.nhs.uk/.

Colleagues with a contractual office base are expected to spend, on average, at least 40% of their time working in-person.

Staff recruited from outside the NHS will usually be appointed at the bottom of the pay band.

NHS England hold a Sponsor Licence; this means that we may be able to sponsor you providing the Home Office requirements are met. To be eligible for sponsorship through the Skilled Worker route you’ll usually need to be paid the ‘standard’ salary rate of at least £38,700 per year, or the ‘going rate’ for your job, whichever is higher. You can find more information on theGovernment website.

As Finance Manager – Capital, the post holder will work as part of a dynamic team in delivering an effective service supporting managers and staff across the South West region, including:
• Supporting the team to have robust processes in place to track and monitor all capital funding sources for accurate month end and year end monitoring and reporting of capital.
• Day to day management of the capital programme, including capital allocations, general ledger management and adjustments, coding structures and other related capital processes, systems and procedures.
• Production of monthly capital performance management information and critical analysis of trends, variances and associated risks, thus enabling strategic decisions to be made.
• Provide advice and support on capital processes, systems and procedures.
• Support building effective relationships across key stakeholders such as providers, commissioners, systems and regional and national teams including Capital and Cash and Strategic Estates.
• Assist in the development and operation of processes, systems and procedures to enable the region to effectively manage capital investment.
• Provide strategic financial support for new initiatives or projects as necessary.

Please see the attached Job Description for further details on the role, responsibilities and person specification.


This advert closes on Thursday 17 Oct 2024

The main duties of the role are: Build strong stakeholder relationships with finance colleagues in other teams, ISFE users in Admin., Programme and Commissioning, CEA leads in providers and national colleagues to promote an open and honest information sharing culture Have regular contact with ISFE users to ensure training needs are being met Keep up to date with legislative and contractual changes that may impact your portfolio Carry out regular reviews to ensure the ISFE user list is kept up to date. Calculate and enter monthly accruals and adjustment journals for lease cars, mobile phones, and estates recharges Ensure any national returns are completed within the designated timeline Ensuring AoB email box is regularly checked, and any queries responded too Support prompt payment of invoices within your portfolio area to meet NHS England's contractual obligation. This includes (but is not restricted to): ensuring POs are set up, investigating/actioning invoice holds, checking recording and sending non-PO invoices to budget holders in a timely manner, clearing IQM invoice box. Maintain contract payment details, promptly actioning any required updates e.g., Dummy supplier, bank account details, pursuing missing invoices or credit notes, mergers. Carry out ad hoc costings/reporting/analytical tasks as required within your portfolio area. Maintain up-to-date procedure notes to cover your portfolio area Promote continuous improvement You can find further details about the job, in the attached Job Description and other supporting documents.

Looking to join a supportive and friendly team? This Mortgage firm is seeking a well-organised, efficient Insurance Administrator to work in their Taunton office.

Insurance Administrator
Taunton, Somerset, TA2 6BJ – Office based

• Full time, permanent
• £24,960 per annum

Please Note: Applicants must be authorised to work in the UK

Our client is a reputable firm with a team of experienced advisors who provide independent, whole-of-market insurance advice. With no lender ties, they diligently search the market to secure the best deals for their clients. Additionally, their in-house Protection team offers tailored insurance solutions, ensuring clients are adequately protected.

The Role

As an Insurance Administrator, you will play a vital role in supporting the mortgage and protection advisors.

Key Responsibilities:

• Assist advisors with daily administrative tasks
• Process insurance applications and liaise with providers
• Manage client files and ensure all documentation is accurate and up to date
• Respond to customer queries via phone and email with a professional and friendly approach
• Maintain an organised filing system for important client documents
• Schedule appointments and manage the office calendar
• Ensure compliance with all regulatory requirements

Benefits:

• Free parking
• A friendly, supportive office environment
• Full training provided
• Opportunity to grow within the company

The Ideal Candidate

They are looking for someone who thrives in a structured environment and enjoys being the backbone of a busy office. You’ll be the go-to person for ensuring everything runs smoothly behind the scenes.

You should be:

• Organised and detail-oriented
• Efficient in managing time and tasks
• Confident in using the telephone and dealing with client queries
• Able to work well in a fast-paced environment
• Experienced in an office setting (preferred, but not essential)
• Willing to learn and adapt through the provided training

If you're looking to work in a permanent, full-time role with a welcoming team and room for growth, this could be the job for you!

How to apply for the role:

If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to tailor your application and provide a cover letter or any supporting documents.

You must be authorised to work in the UK. No agencies please.

Flat Fee Recruiter is an advertising agency promoting this role on behalf of the employer. You will be contacted directly by the employer and not Flat Fee Recruiter should they wish to move forward with your application.

Other suitable skills and experience include Office Administrator, Administrative Assistant, Customer Service Advisor, Data Entry Clerk, Receptionist, Personal Assistant, Finance Administrator, Business Support Administrator, Client Services Administrator.

The Finance and Planning Directorate in NHS England is looking for talented, diverse, highly motivated people to join the Financial Oversight and Delivery (FOD) team as a Senior Finance Lead Financial Oversight and Delivery - workstream: Financial Planning and Analytics.

This is a fantastic opportunity to be at the heart of the NHS. In the Finance and Planning directorate we:
• ensure the NHS lives within its annual budget set by Parliament.
• set out the financial and performance priorities the NHS should be delivering each year.
• report how much the NHS has spent on providing services each year.
As a Senior Finance Lead you will be a key member of NHS England Financial Oversight and Delivery team and will play an important role in leading or supporting:
• the development of a programme management approach to analytical work undertaken within the team, and development of an approach to working alongside our regional based NHS England colleagues to ensure optimum use of our collective analytical capability and capacity.
• creation of a process for the continual review of all aspects of our work, including the identification of new innovations in technology and Artificial Intelligence and harnessing these to deliver improvement
• where required providing additional capacity for the planning and reporting functions undertaken with the Financial Oversight and Delivery team

In your application, please demonstrate your experience in the following areas:
• Qualified accountant or equivalent level of experience of working at a senior level in a specialised finance area. You will need an understanding of the NHS financial framework; ideally with experience of working at a senior level within the NHS.

• You will lead on the development of a programme management approach to analytical work undertaken within the team. You will require excellent organisational skills, and have experience managing multi-disciplinary teams, working to a fixed timetable.

• You will lead engagement with regional analytics stakeholders to develop collaborative working relationships. You will require excellent communication skills, and demonstrate the ability to work with stakeholders to deliver improved outputs.

• You will lead on the identification and development of innovative solutions for analytical work within the team. You will require advanced analytical skills and be an advanced user of analytical tools (e.g. Alteryx/PowerBI). All senior leads in the team require advanced EXCEL skills, additionally this role requires data analytics experience (e.g. VBA and SQL).

• You will be responsible for the management of one or more of the software applications used by the team. You will need to demonstrate skills in application governance. You will review the applications, explore alternatives and maintain a business continuity plan.

In April 2023, NHS England, NHS Digital, and Health Education England merged to create a new, single organisation to lead the NHS in England. This new NHS England is designed to create a simpler, smaller, high performing, organisation that leads the NHS more effectively and is a better place to work. Speaking with one voice to the service.
NHS England is committed to Equality, Diversity and Inclusion. We value workplace diversity and are committed to creating a fair and supportive working environment and culture, where everyone’s contributions are fully recognised and valued by all.

Within Finance and Planning, we put the Equality Diversity and Inclusion commitment into practice with our staff led delivery group.
We want to see all parts of our community represented in our own team, so we encourage people from all backgrounds to apply for jobs with us. Diverse teams are often the highest performing and welcome the range of experience that diversity brings to our teams.
Speak to us about flexible working arrangements - job share, part-time or another flexible pattern. We are now working in a hybrid way across home and office locations and support flexible working arrangements. We want to be sure you can work in a way that is best for us, for you and for our patients.

You can find further details about the role (job description and assignment brief), a letter from the Deputy CFOs and advice on completing your application in the Document to download section.

If you like what you have read and think you have the skills and experience, we needthendon'tdelay,applytoday!Wegetlotsofapplicationsforourrolesandso we sometimes have to close our posts early.Don't miss out!

Interested in applying and want to find out more about our team and the work we do?

Please email Debbie Hollister; Head of Financial Planning and Analytics atdebbie.hollister@nhs.net.


This advert closes on Wednesday 11 Sep 2024

You can find further details about the job, in the attached Job Description and other supporting documents.

Finance Business Partnering officer needed remote role £500per day ref 1294831

We are looking for someone to support us with developing our forecasting and reporting for the Dedicated Schools Grant High Needs Block, focusing on the Deficit Management Plan (DMP).

You will be expected to develop modelling around future demand for children with Education Health and Care Plans, specifically modelling detailed mitigations as set out in our Deficit Management Plan.

The post will be working closely with the Childrens service, and our business intelligence teams to develop these models, along with interrogating Power BI and data from systems such as Capita.