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.