Benefact Group

Consultant

• Design and deliver fit-for-purpose technology solutions across the Dynamics 365 and Power Platform estate
• Balance technical decisions with user needs and commercial constraints
• Participate in discovery workshops to understand business opportunities, stakeholder needs and technical requirements
• Lead proof of concept and innovation initiatives independently or alongside delivery partners and cross-functional teams
• Author functional and technical requirements, solution designs and implementation guidance
• Act as a technology and delivery coach
• Mentor team members and strengthen engineering and consultancy capability

Senior Technical Consultant, Dynamics 365

Financial Planning and Analysis

• Support preparation and delivery of the Group’s quarterly and annual statutory reporting
• Source, analyse, and validate financial data for accurate and timely submissions
• Work with external auditors during statutory and regulatory assurance engagements
• Provide information, resolve queries, and support an efficient audit process
• Enhance reporting processes, controls, governance, and accounting procedures
• Support technical accounting and statutory reporting activities
• Prepare narrative reporting, including the Strategic Report, Audit Committee papers, and Board papers
• Contribute to accounting judgements and statutory reporting Group Governance requirements
• Work closely with the finance manager to produce the Q3 result and prepare year-end reporting while a new finance system is embedded

Financial Reporting Accountant

Insurance

• Provide professional support and advice to clients
• Ensure high levels of service and client satisfaction
• Answer client queries
• Deal with renewals and mid-term adjustments
• Handle new business quotations and/or presentations to market on behalf of Account Executives
• Ensure policy administration is completed professionally and promptly
• Collect client money according to company procedures
• Make clients aware of alternative products
• Advise clients of potential gaps in cover
• Provide effective insurance reviews regularly
• Support existing and new business income targets and business strategy

Insurance Adviser

Account Executive

• Lead client relationships
• Meet sales and renewal targets
• Unlock new business opportunities through strategic reviews and expert advice
• Achieve individual and team targets through proactive prospecting, outbound campaigns, and strategic client engagement
• Build and maintain strong relationships via review meetings, mid-term visits, and tailored advice
• Maximise cross-sell opportunities
• Manage leads, meetings, and income generation through effective diary systems, activity tracking, and SMART time/resource planning
• Partner with colleagues to maximise commercial opportunities
• Represent Lloyd & Whyte professionally at external events and industry forums

Project Manager

• Lead successful delivery of projects and change initiatives across the Lycetts business change portfolio
• Work with business stakeholders to shape, plan and implement effective solutions
• Develop and maintain project plans, schedules, budgets and resource requirements
• Facilitate meetings, workshops and project governance activities
• Monitor project progress and manage risks, issues, dependencies and actions
• Provide clear and timely reporting to stakeholders and senior leaders
• Support subject matter experts in defining requirements, testing solutions and adopting change
• Coordinate user acceptance testing, training activities and change adoption plans
• Foster stakeholder engagement and help teams embrace new ways of working
• Drive a practical, delivery-focused approach to successful outcomes

Paraplanner

• Supporting advisers with client reviews through the effective use of financial planning technology and systems.
• Conducting detailed research and analysis of financial products, investment solutions and planning strategies.
• Performing technical calculations, including Capital Gains Tax (CGT), Inheritance Tax (IHT) and pension contribution analysis.
• Gathering, reviewing and maintaining accurate client documentation within our CRM systems to support recommendations and advice.
• Preparing clear, compliant and comprehensive suitability reports in a timely manner.
• Keeping up to date with industry regulations, products and market developments to support best practice advice.

Software Engineer

• Support and maintain core iPlus applications, investigating issues, implementing fixes, and ensuring services remain stable and reliable
• Develop and deliver improvements to existing applications, helping to optimise processes and meet evolving business requirements
• Analyse application issues, identify root causes, and implement effective solutions while minimising business disruption
• Work with testing and business teams to ensure changes are thoroughly validated and delivered to a high standard
• Work closely with business stakeholders, support teams, and technical colleagues to ensure the continued success of the iPlus platform

RPG Developer

Executive

• Drive Sales & Growth - Achieve individual and team targets through proactive prospecting, outbound campaigns, and strategic client engagement.
• Client Relationship Management - Build and maintain strong relationships via review meetings, mid-term visits, and tailored advice to exceed client expectations and maximise cross-sell opportunities.
• Operational Excellence - Manage leads, meetings, and income generation through effective diary systems, activity tracking, and SMART time/resource planning.
• Collaborative & Professional Representation - Partner with colleagues to maximise commercial opportunities and represent Lloyd & Whyte professionally at external events and industry forums.

Development Executive

Strategy

• Define and deliver a digital strategy aligned to business objectives, customer needs, market trends, and performance insights.
• Evaluate the effectiveness, adoption, and future direction of key digital platforms, including Buy Online (BOL) and the Funeral Director Portal.
• Recommend opportunities to enhance, simplify, or optimise digital products, identifying risks, inefficiencies, duplication, and cost-to-serve improvements.
• Benchmark competitor digital propositions and partner tools to identify opportunities for competitive advantage and differentiation.
• Develop and maintain a prioritised digital roadmap, sequencing initiatives based on strategic value, business impact, and feasibility.
• Build evidence-based business cases, quantifying revenue growth, efficiency gains, cost reduction, and return on investment.
• Define ownership and accountability models across technology, proposition, marketing, and digital capabilities, addressing governance gaps where required.
• Establish effective governance and prioritisation frameworks to support ongoing digital performance and decision-making.
• Present strategic insights and recommendations to executive stakeholders, enabling informed decision-making and investment choices.

Digital Strategy Manager

General

• Deliver annual lead generation targets through effective outbound calling techniques and diary management in support of the business strategy
• Responding proactively and effectively to all new leads from the website and any external advertisements
• Providing professional support and advice to clients ensuring high levels of service and client satisfaction
• Consistently maintain records on the lead management system maximising lead to conversion rates
• Be professional & pro-active when representing the Company at external events such as conferences and client visits when required
• Ensure all work is handled in a professional and timely manner

Client Liaison Adviser

• Undertaking telephone-based quotes with potential clients using fact find to capture data.
• Researching the market and providing quotes and information to clients relevant to the protection they require
• Overcoming objections and promoting the key selling features of the recommended insurer
• Liaising with underwriters to gain an idea if cover will be covered and on what terms to advise client