At a Glance
- Tasks: Expand our broker network and generate new business opportunities in financial lines.
- Company: Join a growing business focused on financial lines with a collaborative culture.
- Benefits: Flexible hybrid working, competitive bonus structure, and career growth opportunities.
- Other info: Dynamic environment prioritising people and long-term potential.
- Why this job: Make a real impact in a thriving market while building valuable relationships.
- Qualifications: Experience in financial lines or strong relationship-building skills required.
The predicted salary is between 40000 - 50000 £ per year.
This is an opportunity to join a growing and well-invested business specialising in financial lines, with a strong focus on PI, cyber and D&O, where you will play a key role in expanding both the direct and wholesale broking offering across the Midlands and wider UK market, supported by a flexible hybrid working model.
Working in a relationship-led position, you will develop and manage an established broker network, reconnecting with existing and dormant accounts while generating new opportunities through targeted campaigns, networking and proactive engagement, ultimately building a profitable and sustainable income stream.
Operating within a wholesale broking environment, you will support brokers with placement strategy, technical guidance and market access, helping them navigate financial lines risks while positioning the business as a key trading partner.
The role combines desk-based activity with broker engagement, with scope for field-based relationship development as you progress. You will be responsible for managing renewals, identifying new business opportunities and growing your presence across the broker market, working closely with internal teams and insurer partners to deliver strong outcomes, with earning potential aligned to income growth through a competitive bonus and commission structure.
The business is keen to speak with individuals who have experience across financial lines, wholesale or broker environments, particularly those with exposure to PI, or strong relationship-driven professionals who can develop technically. There is also openness to candidates from adjacent sectors who can demonstrate commercial drive, credibility and the ability to build long-term client and broker relationships.
This is a collaborative and growth-focused environment that prioritises good people and long-term potential over rigid job specifications, offering flexibility around location within the West Midlands, autonomy to shape your approach and the opportunity to make a genuine impact in a buoyant and in-demand area of the market.
Financial Lines Account Executive (Wholesale) employer: Career Choices Dewis Gyrfa Ltd
IPS Group Limited is an exceptional employer that fosters a collaborative and growth-focused work culture, particularly for the Financial Lines Account Executive role. With a strong emphasis on flexibility and autonomy, employees are empowered to shape their approach while developing meaningful relationships within a supportive environment. The company offers competitive earning potential through a bonus structure, alongside opportunities for professional growth in a thriving market, making it an attractive choice for those seeking rewarding employment in the West Midlands.
Contact Details:
Career Choices Dewis Gyrfa Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Lines Account Executive (Wholesale)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Career Choices Dewis Gyrfa Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Lines Account Executive (Wholesale)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Career Choices Dewis Gyrfa Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Career Choices Dewis Gyrfa Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Career Choices Dewis Gyrfa Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Career Choices Dewis Gyrfa Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Career Choices Dewis Gyrfa Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Career Choices Dewis Gyrfa Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
