About the Role
The responsibilities include, but are not limited to, the following:
-
Support the CEO and senior management in ensuring that Lockton’s Policies and Procedures are clearly understood and effectively implemented.
-
Lead the annual budgeting process efficiently and in a timely manner.
Monitor financial performance against budget, liaising with the central Finance team as needed and work with leadership to address variances with appropriate action plans.
-
Coordinate Internal and External Audit activities.
-
Carry out and report monthly QAFAs (Quality Assurance File Audits) in conjunction with the Compliance Officer.
-
Effective adoption and implementation of Group and Company policies and procedures.
-
Work with the UK Branch Manager and provide support in oversight and monitoring of Branch activity. This may require occasional travel to the UK.
-
Support coordination and oversight of outsourcing agreements and supplier documentation.
-
Coordinate local insurance policy renewals.
-
Maintenance of Business Continuity and other business‑critical plans and co-ordination of any testing.
-
Work closely with the CEO and HR Business Partner to support HR initiatives, and development.
-
Ensure compliance with health and safety procedures and workplace standards.
-
Coordinate provision of management information required for Exec meetings.
About You — Knowledge & Expertise
-
Excellent interpersonal skills with the ability to build and maintain strong relationships with stakeholders and Associates.
-
Strong understanding of internal company functions and the ability to navigate relevant support functions effectively.
-
Effective delegation, time management, and prioritisation skills.
-
Commitment to personal and team performance to the highest standards.
-
Ability to compile, analyse, and interpret financial data to support decision‑making.
-
Strong problem‑solving skills, including handling complex or unusual issues and developing actionable solutions in partnership with senior leadership.
-
Competence in developing and implementing internal controls and procedures to support operational excellence and client satisfaction.
-
High attention to detail with strong analytical capabilities.
-
Ability to prepare high‑quality reports on a monthly or ad‑hoc basis.
-
Proficiency in Microsoft Office (Word, Excel, Outlook), including intermediate spreadsheet/database skills.
-
Willingness to continue learning through formal and informal development opportunities.
-
Knowledge of commercial insurance products and London market insurance processes will be considered an asset.
Salary & Benefits
-
Competitive salary and bonus.
-
Car allowance.
-
Agile working policy.
-
Statutory holidays plus one additional day for your birthday (to be taken within one week either side).
-
Additional benefits including Private Medical Insurance and Life Cover.
About You — Knowledge & Expertise
-
Excellent interpersonal skills with the ability to build and maintain strong relationships.
-
Attention to detail with strong analytical capabilities.
-
Effective delegation, time management, and prioritisation skills.
-
Commitment to personal and team performance to the highest standards.
-
Strong problem‑solving skills, dealing with queries in a timely manner, including handling complex or unusual issues and developing actionable solutions in partnership with senior leadership.
-
Competence in developing and implementing internal controls and procedures to support operational excellence and client satisfaction.
-
Ability to prepare high‑quality reports on a monthly or ad‑hoc basis.
-
Proficiency in Microsoft Office (Word, Excel, Outlook), including intermediate spreadsheet/database skills.
-
Willingness to continue learning through formal and informal development opportunities.
-
Knowledge of commercial insurance products and London market insurance processes will be considered an asset.