Taunton, England, United Kingdom · On-site
$28k–$32k/yr
Salary: £28,000.00 - £32,000.00 (depending on experience) Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Taunton About the role Lloyd & Whyte, who are proudly part of Benefact Group, are…
Skills: Relationship Management, Insurance Advisory, Client Reviews, Policy Administration, Market Presentations
Taunton, England, United Kingdom · Hybrid
Closing date: 29/06/2026 Salary: Grade 8, £49,282 per annum Bring your experience, leadership and ambition to a role where you can truly shape the future of welfare services in Somerset. This is an opportunity for an est…
Skills: Strategic Leadership, Housing Benefit Regulations, Council Tax Reduction, Financial Planning, Performance Management
Taunton, England, United Kingdom · Hybrid
Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in…
Skills: Relationship Building, Problem Solving, Sales, Client Relationship Management, Communication
Taunton, England, United Kingdom · Hybrid
Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in…
Skills: Relationship Building, Problem Solving, Sales, Communication, Entrepreneurial Mindset
Taunton, England, United Kingdom · Hybrid
Financial Analyst 📍Taunton Hybrid Working Full time & Permanent A quick look at the role We are seeking a commercially minded finance professional to take ownership of the accounting, management accounts, and financial …
Skills: Management Accounting, Financial Reporting, Variance Analysis, CAPEX Reporting, Budgeting
Taunton, England, United Kingdom · On-site
If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support …
Skills: Relationship Management, Wealth Management, Customer Service, Interpersonal Communication, Collaboration
Taunton, England, United Kingdom · Hybrid
$42k–$46k/yr
Closing date: 1 July 2026 Salary: Grade 9, ranging from £41,771 - £46,142 per annum Fixed-term position until June 2028 Role summary: The Regeneration Operations Lead plays a key role in ensuring the successful delivery …
Skills: Programme Management, Governance And Assurance, Risk Management, Procurement, Contract Management
Bristol, England, United Kingdom · On-site
Senior Quantity Surveyor Bristol/Plymouth/Exeter Permanent NG Bailey are currently searching for a Senior Quantity Surveyor to join our team to work on on various projects across our SW region. Responsibilities Ensure th…
Skills: Quantity Surveying, M&E Background, Change Management, Subcontract Management, NEC3/4 Contracts
Taunton, England, United Kingdom · Hybrid
Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in…
Skills: Business Development, Marketing, Community Engagement, Networking, Client Relationship Management
Taunton, England, United Kingdom · Hybrid
Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in…
Skills: Business Development, Client Relationship Management, Networking, Consultative Selling, Active Listening
Taunton, England, United Kingdom · On-site
Hours:We are looking for a part-time colleague working 21 hours per week to support branch operating hours. Salary:£25,500 Pro Rata Closing Date:Tue, 30 Jun 2026 Are you passionate about helping others and providing exce…
Skills: Customer Service, Communication, Problem Solving, Time Management, Active Listening
Taunton, England, United Kingdom · Hybrid
$12k–$13k/yr
Closing date: 29 June 2026 Salary: Grade 15, Ranging from £12,398 - £12,592.50 per annum for 18.5 hours a week. Role summary As a Business Operations Assistant you will provide accurate, well‑organised administrative and…
Skills: Payment Processing, Financial Record Keeping, Administrative Support, Data Entry, Customer Service
Taunton, England, United Kingdom · Hybrid
Salary: Circa £45,000.00 (depending on experience), plus bonus potential Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Taunton About the role Lloyd & Whyte, who are proudly part of Bene…
Skills: Commercial Insurance Management, SME Client Management, Business Development, Performance Management, Relationship Management
Taunton, England, United Kingdom · Hybrid
Ready for Your Next Big Career Move in Insurance? Join Our Friendly Team in Taunton as an Insurance Account Handler in the Farming Industry Are you experienced in the insurance industry and looking for a new challenge? W…
Skills: Insurance Account Handling, Customer Service, Relationship Building, Communication, Client Management
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Provide tailored insurance advice and exceptional service to high-net-worth clients to meet their complex needs. Manage renewals, mid-term adjustments, and new business quotations while ensuring all policy administration is handled professionally.
Requires a relationship-driven professional with the ability to provide holistic advice and work within a regulated environment. Previous insurance experience and a CII Certificate in Insurance are highly preferred.
Salary: £28,000.00 - £32,000.00 (depending on experience)
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Taunton
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a High Net Worth Insurance Adviser to join our High Net Worth & Private Client team in their Taunton office.
We are seeking a relationship-driven insurance professional to act as a trusted adviser to high net worth clients. As a High Net Worth Insurance Adviser, you will be required to provide exceptional service and advice, ensuring maximum customer satisfaction, supporting the team to achieve income targets in respect of both existing and new clients and in support of the business strategy.
Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes.
Delivering bespoke private client support by offering tailored advice and exceptional service to our High Net Worth client base, ensuring their complex needs are fully understood and met
Managing renewals and mid term adjustments for existing clients in a professional and timely manner
Completing market presentations and/or obtaining new business quotations, both directly for new clients and on behalf of Account Executives, within necessary timescales
Ensuring all policy administration is dealt with in a professional and timely manner, including the collection of client money
Providing proactive, holistic private client advice; completing detailed client reviews, identifying gaps in cover, recommending tailored solutions, and introducing additional products where relevant, to ensure they receive a fully comprehensive service.
Confidence and capability of building rapport with both clients and insurance partners, ensuring strong and enduring relationships
Ability to provide holistic, advice based reviews and recommendations to clients
Tenacious, resourceful and motivated to secure the best outcome for your clients and in achieving performance targets
Good organisation and time management skills to meet necessary deadlines
Ability to work in a regulated, compliant and client focused environment
Previous experience within the insurance industry (ideally handling high-net-worth)
Chartered Insurance Institute Certificate in Insurance (hold or willing to work towards)
28 days annual leave plus bank holidays
Your birthday off
Group Personal Pension
Bonus scheme
A holiday buy scheme
An array of health and wellbeing benefits, company cash plan, income protection and life assurance
Enhanced sick pay and parental leave
Support and funding toward study and professional qualifications
Paid time off for volunteering
"We’re a warm, welcoming team who pride ourselves on delivering outstanding service to our clients. We're looking for someone personable, approachable, and confident — someone who enjoys building relationships and being part of a supportive, client-focused environment."
Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.
Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.
We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.
At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.
If you need any additional support during the recruitment process, then please let us know.
Directory of Social Change’s UK Guides to Company Giving 2017-26
Benefact Group is a diverse group of specialist financial businesses, driven by our shared ambition to do right by our customers and clients, and united by a common purpose. To give our profits to good causes. Being owned by a charity – Benefact Trust – places good intentions at the foundations of our Group, but our ability to turn this movement for good into positive action is based on better business. Whether it be in specialist insurance, investment management, broking or advisory, every business that makes up the Benefact Group is an expert in their respective fields – leading in ethical investment, protection of iconic buildings and world heritage sites, and providing specialist guidance to people who deliver critical services to communities.
Offices: Benefact House, 2000 Pioneer Avenue, Gloucester Business Park, Brockworth, Gloucester, GL3 4AW, GB
There are currently 14 open finance & accounting positions in Taunton, United Kingdom listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Howden Ireland, Somerset Council, Benefact Group, Biffa, Everywhen, among others. Browse the listings above to see every active employer.
Yes — 10 of the 14 open finance & accounting positions offer remote or hybrid work (0 remote, 10 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
