This well-established business based in Coventry who is looking to strengthen their commercial finance team with the skills of an experienced commercial Finance Analyst to join the team on an interim basis. This role see you take responsibility for the weekly reporting of financial performance, sales analysis and commentary for the board report, as well as providing detailed KPI reporting for the entire business. Providing senior staff with information relating to their performance against budget, you will also analyse key variances in order to ensure continued accuracy of the weekly figures as well as providing the commentary and insight to help budget managers perform better - giving you the ability to make a measurable impact at a commercial level of the success of the business. This role will see you getting 'out and about' in the business in your effort to add value and effectively business partner budget managers and other operations staff, therefore a proactive approach, engaging communication style and a commercially-focussed candidate is needed. Ideally you will - Be a qualified accountant (ACA, ACCA or CIMA) - ideally with experience within retail or FMCG. Be able to confidently gather and organise business requirements in terms of information, KPI requirements and dashboard reporting. Have experience working in a similar role using your macro and Power BI skills to manipulate data. Confidently communication skills to support you in building strong client relationships with financial and non-financial stakeholders. In Return, you will - Have flexibility and autonomy in your role, allowing you to recommend and implement specific changes designed to help you make effective commercial impact in your particular business area. Work in a friendly, flexible and supportive environment with additional perks whilst working on site. Gain experience working within a successful fast paced environment within a well established company. Have the opportunity take on a permanent post within the business after 6 months. This senior role is a great position for an experienced accountant to test their business acumen within a successful developing company, this role is available immediately please apply now to avoid disappointment.
Mar 27, 2026
Seasonal
This well-established business based in Coventry who is looking to strengthen their commercial finance team with the skills of an experienced commercial Finance Analyst to join the team on an interim basis. This role see you take responsibility for the weekly reporting of financial performance, sales analysis and commentary for the board report, as well as providing detailed KPI reporting for the entire business. Providing senior staff with information relating to their performance against budget, you will also analyse key variances in order to ensure continued accuracy of the weekly figures as well as providing the commentary and insight to help budget managers perform better - giving you the ability to make a measurable impact at a commercial level of the success of the business. This role will see you getting 'out and about' in the business in your effort to add value and effectively business partner budget managers and other operations staff, therefore a proactive approach, engaging communication style and a commercially-focussed candidate is needed. Ideally you will - Be a qualified accountant (ACA, ACCA or CIMA) - ideally with experience within retail or FMCG. Be able to confidently gather and organise business requirements in terms of information, KPI requirements and dashboard reporting. Have experience working in a similar role using your macro and Power BI skills to manipulate data. Confidently communication skills to support you in building strong client relationships with financial and non-financial stakeholders. In Return, you will - Have flexibility and autonomy in your role, allowing you to recommend and implement specific changes designed to help you make effective commercial impact in your particular business area. Work in a friendly, flexible and supportive environment with additional perks whilst working on site. Gain experience working within a successful fast paced environment within a well established company. Have the opportunity take on a permanent post within the business after 6 months. This senior role is a great position for an experienced accountant to test their business acumen within a successful developing company, this role is available immediately please apply now to avoid disappointment.
Job Type:PermanentSalary:£70,000-£80,000 per annum (plus bonus)Location:MalvernHours:Mon-Fri (8.30-5) Your new company Hays Senior Finance are supporting a well-established FMCG business in the Worcestershire area with the recruitment of a Financial Controller on a permanent basis. Our client is a leading supplier of innovative and high-quality food products to major retailers and customers across the UK and internationally. Your new role As Financial Controller, you will lead the finance function and provide robust financial oversight, drive process improvements and support strategic decision-making across the business. Key duties: Manage the finance team, ensuring a high performance culture Weekly and monthly operational reporting and KPI development Oversee year-end audit and statutory accounts filing Maintain strong financial controls, identifying and implementing improvements Lead on budgeting, forecasting and long-term business planning Provide insight and analysis to key stakeholders to drive commercial decision-making Ad hoc project work as required What you'll need to succeed Qualified Accountant (ACA preferred but ACCA/CIMA considered) Strong post-qualification experience in a similar leadership role (Financial Controller or equivalent) FMCG/manufacturing background Track record in developing and delivering effective business partnering Curious mindset with the ability to implement change in a fast-paced environment Excellent leadership skills with experience of managing multi-disciplinary teams Highly proficient with ERP systems (SAP highly advantageous) What you'll get in return In return, you will receive a competitive salary of up to £80,000 per annum and the chance to join a local, market-leading business. This role offers broad exposure and is an excellent opportunity for a forward-thinking and driven individual to influence and shape the financial direction of a growing organisation. Additional benefits include a financial bonus scheme (after probation), 25 days holiday (plus Bank Holidays), private medical insurance and health cash plan, life assurance and pension. You will be predominantly based in the office, but one day WFH can be offered. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Mar 27, 2026
Full time
Job Type:PermanentSalary:£70,000-£80,000 per annum (plus bonus)Location:MalvernHours:Mon-Fri (8.30-5) Your new company Hays Senior Finance are supporting a well-established FMCG business in the Worcestershire area with the recruitment of a Financial Controller on a permanent basis. Our client is a leading supplier of innovative and high-quality food products to major retailers and customers across the UK and internationally. Your new role As Financial Controller, you will lead the finance function and provide robust financial oversight, drive process improvements and support strategic decision-making across the business. Key duties: Manage the finance team, ensuring a high performance culture Weekly and monthly operational reporting and KPI development Oversee year-end audit and statutory accounts filing Maintain strong financial controls, identifying and implementing improvements Lead on budgeting, forecasting and long-term business planning Provide insight and analysis to key stakeholders to drive commercial decision-making Ad hoc project work as required What you'll need to succeed Qualified Accountant (ACA preferred but ACCA/CIMA considered) Strong post-qualification experience in a similar leadership role (Financial Controller or equivalent) FMCG/manufacturing background Track record in developing and delivering effective business partnering Curious mindset with the ability to implement change in a fast-paced environment Excellent leadership skills with experience of managing multi-disciplinary teams Highly proficient with ERP systems (SAP highly advantageous) What you'll get in return In return, you will receive a competitive salary of up to £80,000 per annum and the chance to join a local, market-leading business. This role offers broad exposure and is an excellent opportunity for a forward-thinking and driven individual to influence and shape the financial direction of a growing organisation. Additional benefits include a financial bonus scheme (after probation), 25 days holiday (plus Bank Holidays), private medical insurance and health cash plan, life assurance and pension. You will be predominantly based in the office, but one day WFH can be offered. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Talent Finance are seeking an experienced interim finance professional to support the business for up to a 3-month period, with a specific focus on cashflow forecasting, working capital management, and short-term financial visibility. This role is designed to provide immediate support to the finance function, ensuring accurate cash reporting, improving forecasting processes, and supporting operational decision-making during a key period. Scope of Role The interim will take ownership of cashflow and short-term forecasting, while also supporting core finance processes where required. Key areas of focus are expected to include: Development and ownership of rolling cashflow forecasts (e.g. 13-week model) Monitoring and reporting of daily/weekly cash positions Improving visibility of working capital, including receivables, payables, and stock Supporting liquidity planning and short-term cash management Partnering with internal stakeholders to improve accuracy of cash inputs and assumptions Supporting month-end reporting and ensuring alignment between P&L and cash Identifying risks and opportunities relating to cashflow and financial performance Strengthening processes, controls, and reporting around cash and forecasting Act as lead on weekly Working capital meetings, driving improvement across the business Profile Required We would expect the successful interim to bring: A recognised accounting qualification (ACA, ACCA, or CIMA) Proven experience in cashflow forecasting, FP&A, or finance management roles Experience working in fast-paced, operational environments Strong capability in building or improving rolling cashflow models A hands-on and proactive approach, with the ability to deliver impact quickly Strong Excel and systems skills Outcome / Value Add The objective of this assignment is to: Improve short-term cash visibility and forecasting accuracy Provide greater control and understanding of working capital Support informed decision-making through reliable financial insight Strengthen existing processes and leave a sustainable framework in place Talent Finance are committed to promoting Equality, Diversity and Inclusion in the workplace. We assess all applicants on equal merit and do not discriminate on the basis of age, gender, disability, race, religion/beliefs, or sexual orientation.
Mar 27, 2026
Full time
Talent Finance are seeking an experienced interim finance professional to support the business for up to a 3-month period, with a specific focus on cashflow forecasting, working capital management, and short-term financial visibility. This role is designed to provide immediate support to the finance function, ensuring accurate cash reporting, improving forecasting processes, and supporting operational decision-making during a key period. Scope of Role The interim will take ownership of cashflow and short-term forecasting, while also supporting core finance processes where required. Key areas of focus are expected to include: Development and ownership of rolling cashflow forecasts (e.g. 13-week model) Monitoring and reporting of daily/weekly cash positions Improving visibility of working capital, including receivables, payables, and stock Supporting liquidity planning and short-term cash management Partnering with internal stakeholders to improve accuracy of cash inputs and assumptions Supporting month-end reporting and ensuring alignment between P&L and cash Identifying risks and opportunities relating to cashflow and financial performance Strengthening processes, controls, and reporting around cash and forecasting Act as lead on weekly Working capital meetings, driving improvement across the business Profile Required We would expect the successful interim to bring: A recognised accounting qualification (ACA, ACCA, or CIMA) Proven experience in cashflow forecasting, FP&A, or finance management roles Experience working in fast-paced, operational environments Strong capability in building or improving rolling cashflow models A hands-on and proactive approach, with the ability to deliver impact quickly Strong Excel and systems skills Outcome / Value Add The objective of this assignment is to: Improve short-term cash visibility and forecasting accuracy Provide greater control and understanding of working capital Support informed decision-making through reliable financial insight Strengthen existing processes and leave a sustainable framework in place Talent Finance are committed to promoting Equality, Diversity and Inclusion in the workplace. We assess all applicants on equal merit and do not discriminate on the basis of age, gender, disability, race, religion/beliefs, or sexual orientation.
Finance Manager - Up to £55k - Hucknall - 5 Days On Site Are you a hands-on finance professional ready to take the lead in a growing, fast-paced business? We're looking for a Finance Manager / Financial Accounts Manager to manage the full financial function, from reporting and controls to team supervision. What you'll do: Produce monthly management accounts and variance analysis Oversee year-end accounts, audits, and statutory reporting Ensure compliance with UK GAAP / IFRS and HMRC regulations Manage AP, AR, payroll, cashflow, and working capital Lead and develop a small finance team, improving processes and efficiency Provide financial insight to support budgeting, forecasting, and business decisions What we're looking for: ACA, ACCA, CIMA qualified (or equivalent experience) 3-7+ years in a finance management or supervisory role Strong knowledge of month-end reporting, audits, and controls Experience managing a team and improving processes Skilled in Sage, Xero, ERP systems, and advanced Excel What's on offer: Permanent, office-based role - 5 days on site Competitive salary up to £55,000 Opportunity to make a real impact in a growing business If you're ready to take ownership of the finance function and be part of a professional, supportive team, we want to hear from you. Please put your home postcode on your CV when applying. Our recruitment tech uses this to make sure your CV is reviewed by the relevant consultant, for the relevant job(s), in the relevant geography. Macildowie are a recruitment business working on behalf of a client to recruit this role. Your personal data may be forwarded to that client company as part of the application process. If you would like information on how we will process your data please go to our website (macildowie) and view our fair processing notices which are located at the bottom of the page under privacy policies. Within the fair processing notice for Candidates there is guidance on how to amend your contact preferences or exercise your rights relating to personal data. We can't provide direct links as email address and website urls within our job adverts are removed by some of the websites on which we advertise. Macildowie is a specialist recruitment consultancy with a rich history of enhancing the careers of professionals across the Midlands and the Northern Home Counties. We have an unrivalled understanding of the local market place and recruit for the majority of the region's premier employers. To search for all of our live jobs please visit us at macildowie.
Mar 27, 2026
Full time
Finance Manager - Up to £55k - Hucknall - 5 Days On Site Are you a hands-on finance professional ready to take the lead in a growing, fast-paced business? We're looking for a Finance Manager / Financial Accounts Manager to manage the full financial function, from reporting and controls to team supervision. What you'll do: Produce monthly management accounts and variance analysis Oversee year-end accounts, audits, and statutory reporting Ensure compliance with UK GAAP / IFRS and HMRC regulations Manage AP, AR, payroll, cashflow, and working capital Lead and develop a small finance team, improving processes and efficiency Provide financial insight to support budgeting, forecasting, and business decisions What we're looking for: ACA, ACCA, CIMA qualified (or equivalent experience) 3-7+ years in a finance management or supervisory role Strong knowledge of month-end reporting, audits, and controls Experience managing a team and improving processes Skilled in Sage, Xero, ERP systems, and advanced Excel What's on offer: Permanent, office-based role - 5 days on site Competitive salary up to £55,000 Opportunity to make a real impact in a growing business If you're ready to take ownership of the finance function and be part of a professional, supportive team, we want to hear from you. Please put your home postcode on your CV when applying. Our recruitment tech uses this to make sure your CV is reviewed by the relevant consultant, for the relevant job(s), in the relevant geography. Macildowie are a recruitment business working on behalf of a client to recruit this role. Your personal data may be forwarded to that client company as part of the application process. If you would like information on how we will process your data please go to our website (macildowie) and view our fair processing notices which are located at the bottom of the page under privacy policies. Within the fair processing notice for Candidates there is guidance on how to amend your contact preferences or exercise your rights relating to personal data. We can't provide direct links as email address and website urls within our job adverts are removed by some of the websites on which we advertise. Macildowie is a specialist recruitment consultancy with a rich history of enhancing the careers of professionals across the Midlands and the Northern Home Counties. We have an unrivalled understanding of the local market place and recruit for the majority of the region's premier employers. To search for all of our live jobs please visit us at macildowie.
We are currently recruiting on behalf of a well-known, high-performing retail business for a Senior Treasury Analyst role, offering £60,000-£80,000. This is an exciting opportunity to join a large, consumer-facing organisation with a strong UK presence and growing international footprint. The business is continuing to invest heavily in its finance function, with treasury playing a central role in supporting trading performance, managing risk, and enabling future growth. You will join an established but evolving treasury team in a role that offers both breadth and visibility. Working closely with senior stakeholders across finance, you will be involved in core treasury activities while also contributing to ongoing transformation and improvement initiatives. Key responsibilities include: Managing daily cash positioning and short-term liquidity across multiple entities Supporting the development and accuracy of cashflow forecasting models Monitoring and optimising working capital to support trading performance Maintaining and strengthening relationships with banking partners Supporting FX exposure management, including analysis and reporting Assisting with treasury reporting, controls, and compliance activities Contributing to process improvements, automation, and treasury-related projects Supporting wider strategic initiatives as the business continues to grow What makes this role particularly attractive: Opportunity to join a recognisable retail brand with strong market presence Broad exposure across treasury, with both operational and project-based work High level of interaction with senior stakeholders across finance A fast-paced, commercial environment where treasury adds real value Clear opportunity for progression and development within a growing business This role would suit someone with solid treasury experience who is looking to step into a more senior, well-rounded position within a dynamic retail environment. Experience in retail, consumer, or other fast-paced sectors would be advantageous, but not essential. Location: UK / Hybrid Salary: £60,000-£80,000 + benefits If you're interested, feel free to reach out directly or apply below.
Mar 27, 2026
Full time
We are currently recruiting on behalf of a well-known, high-performing retail business for a Senior Treasury Analyst role, offering £60,000-£80,000. This is an exciting opportunity to join a large, consumer-facing organisation with a strong UK presence and growing international footprint. The business is continuing to invest heavily in its finance function, with treasury playing a central role in supporting trading performance, managing risk, and enabling future growth. You will join an established but evolving treasury team in a role that offers both breadth and visibility. Working closely with senior stakeholders across finance, you will be involved in core treasury activities while also contributing to ongoing transformation and improvement initiatives. Key responsibilities include: Managing daily cash positioning and short-term liquidity across multiple entities Supporting the development and accuracy of cashflow forecasting models Monitoring and optimising working capital to support trading performance Maintaining and strengthening relationships with banking partners Supporting FX exposure management, including analysis and reporting Assisting with treasury reporting, controls, and compliance activities Contributing to process improvements, automation, and treasury-related projects Supporting wider strategic initiatives as the business continues to grow What makes this role particularly attractive: Opportunity to join a recognisable retail brand with strong market presence Broad exposure across treasury, with both operational and project-based work High level of interaction with senior stakeholders across finance A fast-paced, commercial environment where treasury adds real value Clear opportunity for progression and development within a growing business This role would suit someone with solid treasury experience who is looking to step into a more senior, well-rounded position within a dynamic retail environment. Experience in retail, consumer, or other fast-paced sectors would be advantageous, but not essential. Location: UK / Hybrid Salary: £60,000-£80,000 + benefits If you're interested, feel free to reach out directly or apply below.
Treasury Manager (£90,000 - £100,000) - Hybrid - London We are currently recruiting on behalf of an exciting fintech business for a Treasury Manager position that I think could be of interest. The business is scaling rapidly and is reshaping how companies manage payments, cash, and liquidity on a global basis. With a strong leadership team that has a proven track record of building and growing high-performing financial services businesses, they are now entering a key phase of expansion. This is a great opportunity to join at a point where the treasury function is evolving and can be shaped by the right individual. This is a high-impact, commercially focused position with real visibility across the business. You will work closely with the Group Treasurer, CFO and senior stakeholders, taking ownership of core treasury activities while also playing a key role in building out processes, improving controls, and supporting the company's ongoing growth. You will be joining a collaborative and forward-thinking environment where treasury is seen as a strategic function rather than purely operational. Key responsibilities: Managing daily liquidity and cashflow across multiple entities and jurisdictions Overseeing and optimising banking relationships, account structures, and payment flows Supporting FX exposure management, hedging strategies, and funding requirements Driving improvements in treasury processes, controls, and reporting Supporting the implementation or enhancement of treasury systems and infrastructure Partnering closely with finance, FP&A, and operational teams to support decision-making Assisting with longer-term treasury strategy as the business continues to scale internationally What stands out: Opportunity to join during a key growth phase with significant momentum High level of exposure to senior leadership, including direct interaction with the CFO Broad, end-to-end treasury remit with both operational and strategic elements Ability to make a tangible impact and help shape the treasury function Clear progression path as the business continues to expand Profile: AMCT/ACA/ACCA and CIMA qualified Solid treasury experience, ideally within fintech, financial services, or a high-growth environment Strong understanding of cash management, payments, liquidity, and FX Experience working across multiple entities or jurisdictions is advantageous Proactive, hands-on approach with the ability to operate in a fast-paced, evolving environment Strong communication skills and the ability to engage with senior stakeholders Package: Around £100K plus bonus and benefits Location: London / Hybrid This is an excellent opportunity for someone looking to step into a broader role within a high-growth environment where they can genuinely add value and progress their career. If this is of interest, I would be happy to discuss in more detail.
Mar 27, 2026
Full time
Treasury Manager (£90,000 - £100,000) - Hybrid - London We are currently recruiting on behalf of an exciting fintech business for a Treasury Manager position that I think could be of interest. The business is scaling rapidly and is reshaping how companies manage payments, cash, and liquidity on a global basis. With a strong leadership team that has a proven track record of building and growing high-performing financial services businesses, they are now entering a key phase of expansion. This is a great opportunity to join at a point where the treasury function is evolving and can be shaped by the right individual. This is a high-impact, commercially focused position with real visibility across the business. You will work closely with the Group Treasurer, CFO and senior stakeholders, taking ownership of core treasury activities while also playing a key role in building out processes, improving controls, and supporting the company's ongoing growth. You will be joining a collaborative and forward-thinking environment where treasury is seen as a strategic function rather than purely operational. Key responsibilities: Managing daily liquidity and cashflow across multiple entities and jurisdictions Overseeing and optimising banking relationships, account structures, and payment flows Supporting FX exposure management, hedging strategies, and funding requirements Driving improvements in treasury processes, controls, and reporting Supporting the implementation or enhancement of treasury systems and infrastructure Partnering closely with finance, FP&A, and operational teams to support decision-making Assisting with longer-term treasury strategy as the business continues to scale internationally What stands out: Opportunity to join during a key growth phase with significant momentum High level of exposure to senior leadership, including direct interaction with the CFO Broad, end-to-end treasury remit with both operational and strategic elements Ability to make a tangible impact and help shape the treasury function Clear progression path as the business continues to expand Profile: AMCT/ACA/ACCA and CIMA qualified Solid treasury experience, ideally within fintech, financial services, or a high-growth environment Strong understanding of cash management, payments, liquidity, and FX Experience working across multiple entities or jurisdictions is advantageous Proactive, hands-on approach with the ability to operate in a fast-paced, evolving environment Strong communication skills and the ability to engage with senior stakeholders Package: Around £100K plus bonus and benefits Location: London / Hybrid This is an excellent opportunity for someone looking to step into a broader role within a high-growth environment where they can genuinely add value and progress their career. If this is of interest, I would be happy to discuss in more detail.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them click apply for full job details
Mar 27, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them click apply for full job details
Up to £45,000 plus excellent bonus and benefits Are you a polished professional with a talent for high-touch client service and a native-level command of Italian? We are seeking a Private Banking Support specialist to join an elite wealth management team, acting as the vital link between sophisticated HNW (High Net Worth) clients and our expert Relationship Managers. This isn't just about processing paperwork; it's about maintaining the "gold standard" of Italian hospitality within a fast-paced financial environment. Duties of the Private Banking Support to include: In this pivotal position, you will provide comprehensive administrative and operational support to a dedicated portfolio of Italian-speaking clients. Your day-to-day will involve: Onboarding Excellence: Managing the end-to-end KYC (Know Your Customer) and AML (Anti-Money Laundering) processes for new and existing accounts. Operational Precision: Executing domestic and international payment orders, foreign exchange transactions, and security trades with 100% accuracy. Client Concierge: Acting as the primary point of contact for Italian-speaking clients, handling complex queries regarding accounts, payments, and investment executions. Relationship Support: Preparing high-quality presentation materials and reports for client meetings, ensuring the Relationship Managers are fully equipped to deliver strategic advice. Requirements for the Private Banking Support officer to include: Native or Business-Fluent Italian and English (Written & Spoken). Proven track record in Private Banking, Wealth Management, or Premium Retail Banking. Solid understanding of KYC/AML regulations and banking operational workflows. High attention to detail, discreet, and comfortable dealing with UHNW individuals.
Mar 27, 2026
Full time
Up to £45,000 plus excellent bonus and benefits Are you a polished professional with a talent for high-touch client service and a native-level command of Italian? We are seeking a Private Banking Support specialist to join an elite wealth management team, acting as the vital link between sophisticated HNW (High Net Worth) clients and our expert Relationship Managers. This isn't just about processing paperwork; it's about maintaining the "gold standard" of Italian hospitality within a fast-paced financial environment. Duties of the Private Banking Support to include: In this pivotal position, you will provide comprehensive administrative and operational support to a dedicated portfolio of Italian-speaking clients. Your day-to-day will involve: Onboarding Excellence: Managing the end-to-end KYC (Know Your Customer) and AML (Anti-Money Laundering) processes for new and existing accounts. Operational Precision: Executing domestic and international payment orders, foreign exchange transactions, and security trades with 100% accuracy. Client Concierge: Acting as the primary point of contact for Italian-speaking clients, handling complex queries regarding accounts, payments, and investment executions. Relationship Support: Preparing high-quality presentation materials and reports for client meetings, ensuring the Relationship Managers are fully equipped to deliver strategic advice. Requirements for the Private Banking Support officer to include: Native or Business-Fluent Italian and English (Written & Spoken). Proven track record in Private Banking, Wealth Management, or Premium Retail Banking. Solid understanding of KYC/AML regulations and banking operational workflows. High attention to detail, discreet, and comfortable dealing with UHNW individuals.
Location Belfast Workplace Hybrid The opportunity The Client AI Risk Lead will play a pivotal role in supporting the Client Partners, Chief Innovation Officer, and Practice Innovation Lawyers by acting as the primary point of contact for client queries related to the use of Artificial Intelligence (AI) across the Firm. The role holder will efficiently manage and respond to client AI inquiries regarding risk, technology, and compliance, ensuring alignment with the Firm's best practices and regulatory requirements. Working at Baker McKenzie Baker McKenzie is the world's leading law firm with offices all over the world. Our Belfast Centre is home to over 400 colleagues in both legal and professional services. We offer one of the best workplace benefits packages in the business with comprehensive private health cover, income protection, life assurance and a full employee assistance plan. These and a host of other benefits make us one of the most desirable companies to work for in Belfast. We are committed to promoting inclusion, diversity, and equity for all and are confident we can provide a career as individual and as exceptional as you. Main responsibilities Client AI Engagement: Serve as the main stakeholder contact for all client queries concerning the use of AI, providing prompt and accurate responses in collaboration with relevant teams Develop a regulatory compliance strategy where a multi-national, global law firm and its clients benefit from the use of AI while meeting its regulatory and professional obligations Coordinate with client teams to ensure efficient processes are in place for handling AI related queries, including risk assessments, surveys, questionnaires, and support for pitches and business development initiatives Develop, maintain, and regularly update internal and client facing AI risk resources and guidance documents to ensure consistent and high quality responses to client questions Work closely with Technology, Practice Innovation, and Practice Groups to stay informed of technological advancements, particularly in large language models and AI, and address new or complex AI risk issues not covered by existing resources Promote global consistency by ensuring Firm wide adherence to the approved approach for handling client AI queries Support client onboarding processes by reviewing and advising on AI risk related provisions within client agreements and engagement letters Assist with the delivery of client training and awareness sessions on AI risk, compliance, and ethical considerations Oversee the risk assessment of AI tools, technologies, and vendors, ensuring alignment with the Firm's risk appetite and regulatory requirements Collaborate with Procurement and Technology teams to develop and implement robust due diligence processes for AI vendors and third party providers Review and advise on contractual terms relating to AI risk, data protection, and the ethical use of AI within supplier agreements Monitor vendor compliance with agreed AI risk standards and elevate issues as appropriate Support ongoing vendor management by conducting periodic reviews and risk reassessments of AI providers Collaborate with key stakeholders, such as the Office of General Counsel, Chief Innovation Officer, Technology, and General Security, to resolve novel issues, adopt Firm wide positions, and manage risk effectively Integrate new developments, such as transparency disclosures and regulatory changes, into the Firm's risk management processes and ensure these are reflected in guidance provided to clients Monitor trends and developments in the AI market and proactively develop proposals for the Firm's stance on emerging issues affecting risk and the legal profession's use of AI Track and analyze changes in AI regulation, bar rules, and case law impacting lawyers' use of AI, providing insights to inform the Firm's commercial strategy and risk decisions Assist in the development and maintenance of Firm policies, procedures, and training materials related to AI risk Contribute to internal investigations and incident response processes related to AI risk or compliance breaches Support the Office of General Counsel in responding to regulatory inquiries and audits concerning the Firm's use of AI Maintain a list of all approved deviations from STEs / central position on use of AI. Maintain a list of all approved deviations from Standard Terms of Engagement (STEs) and the central position on the use of AI Support the Office of General Counsel with the team's ongoing awareness, understanding, and upskilling of AI and its use in day to day work Skills and experience A qualified lawyer with experience practicing and working in a law firm Strong experience in legal AI, technology, innovation, or risk management, preferably within a professional services or law firm environment Strong understanding of AI technologies, associated risks, and regulatory landscape as it relates to the legal sector Exceptional organizational and project management skills Able to handle multiple priorities and stakeholders across global teams Excellent written and verbal communication skills, with the capacity to convey complex technical information to both legal and non-technical audiences Able to work collaboratively in a matrixed environment, building effective relationships across functions and geographies Proactive approach to monitoring industry developments and translating insights into actionable Firm guidance
Mar 27, 2026
Full time
Location Belfast Workplace Hybrid The opportunity The Client AI Risk Lead will play a pivotal role in supporting the Client Partners, Chief Innovation Officer, and Practice Innovation Lawyers by acting as the primary point of contact for client queries related to the use of Artificial Intelligence (AI) across the Firm. The role holder will efficiently manage and respond to client AI inquiries regarding risk, technology, and compliance, ensuring alignment with the Firm's best practices and regulatory requirements. Working at Baker McKenzie Baker McKenzie is the world's leading law firm with offices all over the world. Our Belfast Centre is home to over 400 colleagues in both legal and professional services. We offer one of the best workplace benefits packages in the business with comprehensive private health cover, income protection, life assurance and a full employee assistance plan. These and a host of other benefits make us one of the most desirable companies to work for in Belfast. We are committed to promoting inclusion, diversity, and equity for all and are confident we can provide a career as individual and as exceptional as you. Main responsibilities Client AI Engagement: Serve as the main stakeholder contact for all client queries concerning the use of AI, providing prompt and accurate responses in collaboration with relevant teams Develop a regulatory compliance strategy where a multi-national, global law firm and its clients benefit from the use of AI while meeting its regulatory and professional obligations Coordinate with client teams to ensure efficient processes are in place for handling AI related queries, including risk assessments, surveys, questionnaires, and support for pitches and business development initiatives Develop, maintain, and regularly update internal and client facing AI risk resources and guidance documents to ensure consistent and high quality responses to client questions Work closely with Technology, Practice Innovation, and Practice Groups to stay informed of technological advancements, particularly in large language models and AI, and address new or complex AI risk issues not covered by existing resources Promote global consistency by ensuring Firm wide adherence to the approved approach for handling client AI queries Support client onboarding processes by reviewing and advising on AI risk related provisions within client agreements and engagement letters Assist with the delivery of client training and awareness sessions on AI risk, compliance, and ethical considerations Oversee the risk assessment of AI tools, technologies, and vendors, ensuring alignment with the Firm's risk appetite and regulatory requirements Collaborate with Procurement and Technology teams to develop and implement robust due diligence processes for AI vendors and third party providers Review and advise on contractual terms relating to AI risk, data protection, and the ethical use of AI within supplier agreements Monitor vendor compliance with agreed AI risk standards and elevate issues as appropriate Support ongoing vendor management by conducting periodic reviews and risk reassessments of AI providers Collaborate with key stakeholders, such as the Office of General Counsel, Chief Innovation Officer, Technology, and General Security, to resolve novel issues, adopt Firm wide positions, and manage risk effectively Integrate new developments, such as transparency disclosures and regulatory changes, into the Firm's risk management processes and ensure these are reflected in guidance provided to clients Monitor trends and developments in the AI market and proactively develop proposals for the Firm's stance on emerging issues affecting risk and the legal profession's use of AI Track and analyze changes in AI regulation, bar rules, and case law impacting lawyers' use of AI, providing insights to inform the Firm's commercial strategy and risk decisions Assist in the development and maintenance of Firm policies, procedures, and training materials related to AI risk Contribute to internal investigations and incident response processes related to AI risk or compliance breaches Support the Office of General Counsel in responding to regulatory inquiries and audits concerning the Firm's use of AI Maintain a list of all approved deviations from STEs / central position on use of AI. Maintain a list of all approved deviations from Standard Terms of Engagement (STEs) and the central position on the use of AI Support the Office of General Counsel with the team's ongoing awareness, understanding, and upskilling of AI and its use in day to day work Skills and experience A qualified lawyer with experience practicing and working in a law firm Strong experience in legal AI, technology, innovation, or risk management, preferably within a professional services or law firm environment Strong understanding of AI technologies, associated risks, and regulatory landscape as it relates to the legal sector Exceptional organizational and project management skills Able to handle multiple priorities and stakeholders across global teams Excellent written and verbal communication skills, with the capacity to convey complex technical information to both legal and non-technical audiences Able to work collaboratively in a matrixed environment, building effective relationships across functions and geographies Proactive approach to monitoring industry developments and translating insights into actionable Firm guidance
THREE BRIDGES RECRUITMENT LTD
Edinburgh, Midlothian
Three Bridges Recruitment are exclusively recruiting for a respected charity to appoint a Finance Manager on a Part-Time basis. This is a role with real breadth, visibility, & long-term potential. This is an opportunity to step into a position that goes well beyond day-to-day finance management. Working closely with the Head of Finance, you'll play a key role in shaping financial control, supporting decision-making, improving systems & processes, & helping a values-led organisation operate with confidence & clarity. It's a role for someone who enjoys combining strong technical finance leadership with wider organisational impact. You'll lead a small team, contribute at both operational & strategic level, & gain the kind of rounded experience that can genuinely support a future move into a Head of Finance role. For the right person, this offers a compelling mix of meaningful work, professional stretch, & flexibility in a well-regarded charity environment. Why work here? This is a rare blend of purpose, breadth & progression: £50,380 FTE pro rata A part-time role with 4 days preferred, with some flexibility around how this is worked Hybrid working, with your base in either Edinburgh or Glasgow A generous pension contribution,10% employer & an enhanced option available 38 days' paid leave pro rata Life assurance, health cash plan, wellbeing support, volunteering days, & enhanced family leave Strong connections across the Scottish Government & wider charity sector Exposure to investment oversight, committee involvement, & strategic finance work Opportunity to build rounded experience supporting a future move into a Head of Finance role Collaborative environment where finance is expected to contribute practically & positively What you'll do A broad finance leadership role with both operational & strategic elements. You'll be responsible for: Supporting delivery of the long-term finance strategy alongside the Head of Finance Leading & supporting the finance team, including 2 Finance Officers Overseeing key finance activity across financial & project accounting, & management reporting Leading budgeting, forecasting, monthly & quarterly reporting, & year-end preparation Drafting statutory accounts & supporting the external audit process Leading on internal audit activity & helping strengthen financial controls, systems, & processes Overseeing payroll, pensions, VAT, tax returns, & wider statutory compliance Monitoring cash flow & supporting oversight of investment activity Working closely with colleagues across the organisation to provide clear, practical financial insight Helping build a strong culture of business partnering across finance Contributing to committee-facing work, including finance, investment, & audit-related matters Deputising for the Head of Finance when required About you You'll likely be an experienced Finance Manager, or in a similar finance leadership role, with a strong grounding in charity finance & team management. You're likely to bring: Experience of leading or developing a finance team A strong understanding of charity accounting & SORP Experience producing annual accounts, management reporting, & budget information Confidence around financial controls, audit, & statutory requirements Strong analytical skills, with the ability to think both operationally & strategically A practical approach to improving systems & processes The ability to explain financial information clearly to non-finance colleagues A calm, credible style that helps build trust across teams & stakeholders A proactive, solutions-focused mindset & the confidence to work across a changing environment Experience with project accounting, restricted funds, & grant-making would be helpful. At Three Bridges Recruitment, two of our values are striving for brilliance & relatability. We want every applicant to receive an excellent experience & to feel clear on whether a role is right for them. Should this role be of interest, please apply with your most up-to-date CV or get in touch for a confidential discussion.
Mar 27, 2026
Full time
Three Bridges Recruitment are exclusively recruiting for a respected charity to appoint a Finance Manager on a Part-Time basis. This is a role with real breadth, visibility, & long-term potential. This is an opportunity to step into a position that goes well beyond day-to-day finance management. Working closely with the Head of Finance, you'll play a key role in shaping financial control, supporting decision-making, improving systems & processes, & helping a values-led organisation operate with confidence & clarity. It's a role for someone who enjoys combining strong technical finance leadership with wider organisational impact. You'll lead a small team, contribute at both operational & strategic level, & gain the kind of rounded experience that can genuinely support a future move into a Head of Finance role. For the right person, this offers a compelling mix of meaningful work, professional stretch, & flexibility in a well-regarded charity environment. Why work here? This is a rare blend of purpose, breadth & progression: £50,380 FTE pro rata A part-time role with 4 days preferred, with some flexibility around how this is worked Hybrid working, with your base in either Edinburgh or Glasgow A generous pension contribution,10% employer & an enhanced option available 38 days' paid leave pro rata Life assurance, health cash plan, wellbeing support, volunteering days, & enhanced family leave Strong connections across the Scottish Government & wider charity sector Exposure to investment oversight, committee involvement, & strategic finance work Opportunity to build rounded experience supporting a future move into a Head of Finance role Collaborative environment where finance is expected to contribute practically & positively What you'll do A broad finance leadership role with both operational & strategic elements. You'll be responsible for: Supporting delivery of the long-term finance strategy alongside the Head of Finance Leading & supporting the finance team, including 2 Finance Officers Overseeing key finance activity across financial & project accounting, & management reporting Leading budgeting, forecasting, monthly & quarterly reporting, & year-end preparation Drafting statutory accounts & supporting the external audit process Leading on internal audit activity & helping strengthen financial controls, systems, & processes Overseeing payroll, pensions, VAT, tax returns, & wider statutory compliance Monitoring cash flow & supporting oversight of investment activity Working closely with colleagues across the organisation to provide clear, practical financial insight Helping build a strong culture of business partnering across finance Contributing to committee-facing work, including finance, investment, & audit-related matters Deputising for the Head of Finance when required About you You'll likely be an experienced Finance Manager, or in a similar finance leadership role, with a strong grounding in charity finance & team management. You're likely to bring: Experience of leading or developing a finance team A strong understanding of charity accounting & SORP Experience producing annual accounts, management reporting, & budget information Confidence around financial controls, audit, & statutory requirements Strong analytical skills, with the ability to think both operationally & strategically A practical approach to improving systems & processes The ability to explain financial information clearly to non-finance colleagues A calm, credible style that helps build trust across teams & stakeholders A proactive, solutions-focused mindset & the confidence to work across a changing environment Experience with project accounting, restricted funds, & grant-making would be helpful. At Three Bridges Recruitment, two of our values are striving for brilliance & relatability. We want every applicant to receive an excellent experience & to feel clear on whether a role is right for them. Should this role be of interest, please apply with your most up-to-date CV or get in touch for a confidential discussion.
Senior Financial Analyst London 6 month Contract Day rate: £450-£500 Hybrid: 3 days A leading global firm is seeking a high-performing Senior Financial Analyst to join its Group FP&A function. This is a pivotal role providing financial insight across a complex international network, working closely with senior stakeholders and directly supporting the Group Head of FP&A. Key Responsibilities Financial reporting & consolidation KPI reporting and analysis Budgets and forecasting Month end Business partnering across financial and non-financial stakeholders Presenting analysis to the senior management team and additional ad-hoc analysis Candidate Requirements Qualified Accountant (Preference is ACA/CA Big 4 trained) 3+ years PQE Worked within Listed Organisations Experience within complex international businesses We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit and for our privacy policy.
Mar 27, 2026
Contractor
Senior Financial Analyst London 6 month Contract Day rate: £450-£500 Hybrid: 3 days A leading global firm is seeking a high-performing Senior Financial Analyst to join its Group FP&A function. This is a pivotal role providing financial insight across a complex international network, working closely with senior stakeholders and directly supporting the Group Head of FP&A. Key Responsibilities Financial reporting & consolidation KPI reporting and analysis Budgets and forecasting Month end Business partnering across financial and non-financial stakeholders Presenting analysis to the senior management team and additional ad-hoc analysis Candidate Requirements Qualified Accountant (Preference is ACA/CA Big 4 trained) 3+ years PQE Worked within Listed Organisations Experience within complex international businesses We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit and for our privacy policy.
A successful St. James's Place Practice based in St Albans is seeking an experienced Operations Manager to join their growing wealth management business. This is an excellent opportunity for someone with strong IFA or wealth management operational experience who enjoys improving processes, supporting advisers, and helping a business run efficiently. The successful candidate will play a key role in overseeing the day-to-day operations of the practice, ensuring high service standards for clients while supporting the continued growth of the business. Key Responsibilities Overseeing the day-to-day operational running of the practice. Managing and improving internal processes and workflows to ensure efficiency and compliance. Supervising and supporting the administration team , ensuring work is processed accurately and within service standards. Ensuring smooth processing of new business, fund switches, withdrawals and policy servicing across providers including Aviva, Fidelity International, Prudential plc, Aegon and Quilter. Maintaining accurate records and overseeing systems such as Xplan. Supporting advisers with operational oversight, compliance processes and reporting. Liaising with providers and clients to maintain a high standard of service delivery. Identifying opportunities to improve operational efficiency and client experience. Requirements Previous experience in an Operations Manager, Senior IFA Administrator or Practice Manager role within wealth management. Strong knowledge of IFA processes, provider platforms and back-office systems . Experience with tools such as FE Analytics, Defaqto or Cashcalc would be advantageous. Strong organisational, leadership and communication skills. Benefits Salary: £35,000 - £45,000 (depending on experience) Hybrid working available after initial training period Exam support for professional qualifications through the Chartered Insurance Institute Apply / Enquire: For further information or to apply, please contact Sam at Financial Divisions.
Mar 27, 2026
Full time
A successful St. James's Place Practice based in St Albans is seeking an experienced Operations Manager to join their growing wealth management business. This is an excellent opportunity for someone with strong IFA or wealth management operational experience who enjoys improving processes, supporting advisers, and helping a business run efficiently. The successful candidate will play a key role in overseeing the day-to-day operations of the practice, ensuring high service standards for clients while supporting the continued growth of the business. Key Responsibilities Overseeing the day-to-day operational running of the practice. Managing and improving internal processes and workflows to ensure efficiency and compliance. Supervising and supporting the administration team , ensuring work is processed accurately and within service standards. Ensuring smooth processing of new business, fund switches, withdrawals and policy servicing across providers including Aviva, Fidelity International, Prudential plc, Aegon and Quilter. Maintaining accurate records and overseeing systems such as Xplan. Supporting advisers with operational oversight, compliance processes and reporting. Liaising with providers and clients to maintain a high standard of service delivery. Identifying opportunities to improve operational efficiency and client experience. Requirements Previous experience in an Operations Manager, Senior IFA Administrator or Practice Manager role within wealth management. Strong knowledge of IFA processes, provider platforms and back-office systems . Experience with tools such as FE Analytics, Defaqto or Cashcalc would be advantageous. Strong organisational, leadership and communication skills. Benefits Salary: £35,000 - £45,000 (depending on experience) Hybrid working available after initial training period Exam support for professional qualifications through the Chartered Insurance Institute Apply / Enquire: For further information or to apply, please contact Sam at Financial Divisions.
Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. Day-to-day of the role: Client Interaction and Analysis: Understand clients' financial situations and objectives. Analyse clients' circumstances, objectives, and risk profiles. Identify missing client information pertinent to formulating recommendations. Maintain accurate and up-to-date client records. Research and Technical Support: Provide research on advice areas, products, and investment solutions using company-approved systems. Prepare information and comparisons for analysis by advisers. Assist in cashflow modelling analysis. Report Preparation: Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures. Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients. Required Skills & Qualifications: Essential: 5 GCSEs passes or equivalent including English and Maths. Attainment of the Level 4 Diploma in Financial Planning. Strong communication skills, able to adapt language and style to suit the audience. Excellent organisational skills, able to prioritise and adapt to ad-hoc duties. Proficient in customer service, understanding and prioritising work to deliver excellent service. Teamwork and collaboration skills, understanding the importance of working together to improve outcomes. Technological proficiency relevant to the role. Location: London, UK Job Type: Full-time Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. As a Paraplanner, you will play a crucial role in supporting our clients-both corporate and personal-by ensuring they make informed financial decisions aligned with their specific needs. Day-to-day of the role: Client Interaction and Analysis: Understand clients' financial situations and objectives. Analyse clients' circumstances, objectives, and risk profiles. Identify missing client information pertinent to formulating recommendations. Maintain accurate and up-to-date client records. Research and Technical Support: Provide research on advice areas, products, and investment solutions using company-approved systems. Prepare information and comparisons for analysis by advisers. Assist in cashflow modelling analysis. Report Preparation: Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures. Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients. Administrative Support: Maintain client and plan records on the back-office system. Ensure all relevant documentation is correctly uploaded and named in accordance with company procedures. Manage and complete tasks on the back-office system as per company procedures. Required Skills & Qualifications: Essential: 5 GCSEs passes or equivalent including English and Maths. Attainment of the Level 4 Diploma in Financial Planning. Strong communication skills, able to adapt language and style to suit the audience. Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.
Mar 27, 2026
Full time
Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. Day-to-day of the role: Client Interaction and Analysis: Understand clients' financial situations and objectives. Analyse clients' circumstances, objectives, and risk profiles. Identify missing client information pertinent to formulating recommendations. Maintain accurate and up-to-date client records. Research and Technical Support: Provide research on advice areas, products, and investment solutions using company-approved systems. Prepare information and comparisons for analysis by advisers. Assist in cashflow modelling analysis. Report Preparation: Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures. Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients. Required Skills & Qualifications: Essential: 5 GCSEs passes or equivalent including English and Maths. Attainment of the Level 4 Diploma in Financial Planning. Strong communication skills, able to adapt language and style to suit the audience. Excellent organisational skills, able to prioritise and adapt to ad-hoc duties. Proficient in customer service, understanding and prioritising work to deliver excellent service. Teamwork and collaboration skills, understanding the importance of working together to improve outcomes. Technological proficiency relevant to the role. Location: London, UK Job Type: Full-time Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. As a Paraplanner, you will play a crucial role in supporting our clients-both corporate and personal-by ensuring they make informed financial decisions aligned with their specific needs. Day-to-day of the role: Client Interaction and Analysis: Understand clients' financial situations and objectives. Analyse clients' circumstances, objectives, and risk profiles. Identify missing client information pertinent to formulating recommendations. Maintain accurate and up-to-date client records. Research and Technical Support: Provide research on advice areas, products, and investment solutions using company-approved systems. Prepare information and comparisons for analysis by advisers. Assist in cashflow modelling analysis. Report Preparation: Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures. Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients. Administrative Support: Maintain client and plan records on the back-office system. Ensure all relevant documentation is correctly uploaded and named in accordance with company procedures. Manage and complete tasks on the back-office system as per company procedures. Required Skills & Qualifications: Essential: 5 GCSEs passes or equivalent including English and Maths. Attainment of the Level 4 Diploma in Financial Planning. Strong communication skills, able to adapt language and style to suit the audience. Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.
An innovative, research-led SME (c.£3m turnover) operating at the intersection of science, technology and health is seeking to appoint an exceptional, fully Qualified Finance Manager to join its senior leadership team. With pioneering products and a strong foundation in cutting-edge research, the business is entering an exciting phase of growth. This hire is therefore pivotal. We are specifically seeking an individual who combines first-class technical credentials with proven experience in fast-growth, scale-up environments , and who understands the demands of building a finance function in a business scaling at pace. This is a rare opportunity to take on a high-impact, strategically significant role at a formative stage in the company's journey. The successful candidate will play a central role in shaping financial infrastructure, supporting commercial decision-making, and enabling sustainable growth. While the current package reflects the size of the business today, the longer-term trajectory is compelling, with a clearly defined pathway to Finance Director. Key responsibilities: Full ownership of the monthly close process, ensuring accuracy, integrity and timeliness of financial reporting Delivery of high-quality monthly management accounts, including insightful variance analysis and commentary Partnering with leadership on budgeting, forecasting and board-level reporting Providing robust analysis of gross margin, unit economics, ARR and cost performance Ensuring best-in-class visibility and control over COGS and stock/inventory accounting , critical to the business model Oversight of cash flow forecasting and treasury management Managing payroll processes in conjunction with external providers Maintaining compliance with UK GAAP and tax regulations, acting as a key contact for external auditors Oversight of VAT, payroll and statutory reporting obligations Candidate profile: Fully qualified accountant (ACA, ACCA, CIMA or equivalent) - essential A strong track record within high-growth, scale-up businesses , ideally within an SME setting Demonstrable experience in stock/inventory-based environments , with a clear grasp of the associated accounting complexities and commercial implications Proven ownership of end-to-end month-end processes and management reporting Strong technical grounding in UK financial reporting and tax Advanced Excel skills and experience with Xero (or similar systems) Commercially astute, intellectually curious, and comfortable operating in a fast-paced, evolving environment This opportunity will suit an ambitious individual seeking to step into a broader, more strategic role , with genuine influence over the direction of the business and significant long-term career upside. Applicants must have the right to work in the United Kingdom.
Mar 27, 2026
Full time
An innovative, research-led SME (c.£3m turnover) operating at the intersection of science, technology and health is seeking to appoint an exceptional, fully Qualified Finance Manager to join its senior leadership team. With pioneering products and a strong foundation in cutting-edge research, the business is entering an exciting phase of growth. This hire is therefore pivotal. We are specifically seeking an individual who combines first-class technical credentials with proven experience in fast-growth, scale-up environments , and who understands the demands of building a finance function in a business scaling at pace. This is a rare opportunity to take on a high-impact, strategically significant role at a formative stage in the company's journey. The successful candidate will play a central role in shaping financial infrastructure, supporting commercial decision-making, and enabling sustainable growth. While the current package reflects the size of the business today, the longer-term trajectory is compelling, with a clearly defined pathway to Finance Director. Key responsibilities: Full ownership of the monthly close process, ensuring accuracy, integrity and timeliness of financial reporting Delivery of high-quality monthly management accounts, including insightful variance analysis and commentary Partnering with leadership on budgeting, forecasting and board-level reporting Providing robust analysis of gross margin, unit economics, ARR and cost performance Ensuring best-in-class visibility and control over COGS and stock/inventory accounting , critical to the business model Oversight of cash flow forecasting and treasury management Managing payroll processes in conjunction with external providers Maintaining compliance with UK GAAP and tax regulations, acting as a key contact for external auditors Oversight of VAT, payroll and statutory reporting obligations Candidate profile: Fully qualified accountant (ACA, ACCA, CIMA or equivalent) - essential A strong track record within high-growth, scale-up businesses , ideally within an SME setting Demonstrable experience in stock/inventory-based environments , with a clear grasp of the associated accounting complexities and commercial implications Proven ownership of end-to-end month-end processes and management reporting Strong technical grounding in UK financial reporting and tax Advanced Excel skills and experience with Xero (or similar systems) Commercially astute, intellectually curious, and comfortable operating in a fast-paced, evolving environment This opportunity will suit an ambitious individual seeking to step into a broader, more strategic role , with genuine influence over the direction of the business and significant long-term career upside. Applicants must have the right to work in the United Kingdom.
Are you a driven and hungry individual, looking for a career in Mortgages? Our clients, a well-established financial firm are looking to add to their team with the addition of a Trainee Mortgage Advisor in the Carmarthen area. The role is available on an employed basis. This is a fantastic opportunity to join a well-respected business who will assist with training and qualifications Working hours: Monday - Friday The successful Mortgage Advisor will be offered: £25,000 Basic £35,000 - £40,000 OTE Full Training with opportunity to gain Mortgage qualifications Trainee Mortgage Advisor requirements: Driven and hungry mentality Minimum CeMAP 1 qualification Strong administrative and sales skills As a Trainee Mortgage Advisor, your responsibilities will involve: Assisting with Mortgage Administration Learning how to become a Mortgage Advisor by working closely and assisting experienced Advisors Once qualified and trained, the ability to write Mortgage and Protection business.
Mar 27, 2026
Full time
Are you a driven and hungry individual, looking for a career in Mortgages? Our clients, a well-established financial firm are looking to add to their team with the addition of a Trainee Mortgage Advisor in the Carmarthen area. The role is available on an employed basis. This is a fantastic opportunity to join a well-respected business who will assist with training and qualifications Working hours: Monday - Friday The successful Mortgage Advisor will be offered: £25,000 Basic £35,000 - £40,000 OTE Full Training with opportunity to gain Mortgage qualifications Trainee Mortgage Advisor requirements: Driven and hungry mentality Minimum CeMAP 1 qualification Strong administrative and sales skills As a Trainee Mortgage Advisor, your responsibilities will involve: Assisting with Mortgage Administration Learning how to become a Mortgage Advisor by working closely and assisting experienced Advisors Once qualified and trained, the ability to write Mortgage and Protection business.
Financial Adviser-Wealth Management Firm Location: Offices near Chelmsford, Essex Salary: Up to £60,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £70,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm my client would love to hear from you. Please contact Sam at Financial Divisions.
Mar 27, 2026
Full time
Financial Adviser-Wealth Management Firm Location: Offices near Chelmsford, Essex Salary: Up to £60,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £70,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm my client would love to hear from you. Please contact Sam at Financial Divisions.
Client Bank Handover - Approx. £30m AUM The Opportunity My client, a highly reputable and forward-thinking independent wealth management firm, is seeking an experienced Independent Financial Adviser with 3-5 years' advisory experience to join their established team. This is a rare and exceptional opportunity: due to an upcoming retirement, you will inherit a substantial, loyal client portfolio with an AUM of approximately £30 million , providing a strong foundation of ongoing advice fees and relationship continuity. You will be joining a firm known for its ethical approach, robust compliance culture, and long-standing client relationships. Full paraplanning and administrative support are provided, allowing you to focus on delivering high-quality advice and growing your client base further. The Role • Provide holistic, independent financial planning advice to an inherited portfolio of high-quality clients • Build long-term relationships and deliver an exceptional client experience • Manage and grow an AUM of approx. £30m, with strong ongoing fee income • Identify new opportunities within both the existing book and new enquiries • Work collaboratively with internal support teams to ensure seamless client journeys • Stay up to date with regulatory requirements, market developments, and product knowledge About You • Currently an adviser with 3-5 years' experience providing regulated financial advice • Level 4 Diploma in Regulated Financial Planning (Chartered status not required) • Strong relationship-building skills and a client-centric approach • Commercially aware, proactive, and committed to delivering high standards of advice • Comfortable managing and growing a significant AUM • Seeking long-term career progression within a stable, well-respected firm What's on Offer • Basic salary circa £60,000 • Inheritance of a quality client bank (approx. £30m AUM) • Attractive bonus/commission structure • Full paraplanning and admin support • Long-term progression opportunities • Supportive, collaborative culture with excellent reputation in the market • Strong infrastructure for both client and adviser success If you're an ambitious Adviser ready to step into a role with immediate AUM, long-term stability, and excellent career prospects, my client would love to hear from you. Please contact Sam at Financial Divisions.
Mar 27, 2026
Full time
Client Bank Handover - Approx. £30m AUM The Opportunity My client, a highly reputable and forward-thinking independent wealth management firm, is seeking an experienced Independent Financial Adviser with 3-5 years' advisory experience to join their established team. This is a rare and exceptional opportunity: due to an upcoming retirement, you will inherit a substantial, loyal client portfolio with an AUM of approximately £30 million , providing a strong foundation of ongoing advice fees and relationship continuity. You will be joining a firm known for its ethical approach, robust compliance culture, and long-standing client relationships. Full paraplanning and administrative support are provided, allowing you to focus on delivering high-quality advice and growing your client base further. The Role • Provide holistic, independent financial planning advice to an inherited portfolio of high-quality clients • Build long-term relationships and deliver an exceptional client experience • Manage and grow an AUM of approx. £30m, with strong ongoing fee income • Identify new opportunities within both the existing book and new enquiries • Work collaboratively with internal support teams to ensure seamless client journeys • Stay up to date with regulatory requirements, market developments, and product knowledge About You • Currently an adviser with 3-5 years' experience providing regulated financial advice • Level 4 Diploma in Regulated Financial Planning (Chartered status not required) • Strong relationship-building skills and a client-centric approach • Commercially aware, proactive, and committed to delivering high standards of advice • Comfortable managing and growing a significant AUM • Seeking long-term career progression within a stable, well-respected firm What's on Offer • Basic salary circa £60,000 • Inheritance of a quality client bank (approx. £30m AUM) • Attractive bonus/commission structure • Full paraplanning and admin support • Long-term progression opportunities • Supportive, collaborative culture with excellent reputation in the market • Strong infrastructure for both client and adviser success If you're an ambitious Adviser ready to step into a role with immediate AUM, long-term stability, and excellent career prospects, my client would love to hear from you. Please contact Sam at Financial Divisions.
Clark Wood - Accountancy Practice & Tax Recruitment
St. Albans, Hertfordshire
Personal Tax Semi-Senior / Senior St Albans Finish the year with a career move that actually excites you, or start next year knowing you've got something exciting to look forward to in 2026 As the year draws to a close and many tax professionals are reflecting on what's next, an excellent opportunity has opened up to join a well-established and highly regarded private client tax team in St Albans . This role is perfect for a Personal Tax Senior who enjoys a true mix of compliance and advisory work , values client relationships, and wants to be part of a supportive, professional, and friendly team - not just another cog in the machine. What you'll be doing: Preparing and reviewing Self-Assessment tax returns for individuals, directors, and business owners Getting involved in tax planning and advisory projects , including IHT, trusts, and private client planning Building strong relationships by liaising directly with clients and HMRC Managing your own diverse portfolio , delivering a high standard of client service Supporting and mentoring junior team members , helping them develop as the next generation of tax talent What we're looking for: ATT or CTA qualified (or part-qualified with strong, relevant experience) A solid background in personal tax within a practice environment Strong organisational skills with great attention to detail A collaborative team player with excellent communication and interpersonal skills Why consider this role? A stable and reputable firm with an excellent name in the market A genuinely varied role with exposure beyond pure compliance Supportive culture with room to develop, progress and specialise A great opportunity to start 2025 in a role that offers long-term satisfaction , not just a job Interested? Let's talk. For further information, please contact David Elliot at Clark Wood : If this role isn't quite right, still get in touch - we're recruiting across the tax market and would be happy to discuss alternative opportunities . Referral bonus : Refer a friend or colleague and receive a minimum of £500 in vouchers if we assist them in securing a permanent role. Make your next move a rewarding one - there's no better time than now. This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.
Mar 27, 2026
Full time
Personal Tax Semi-Senior / Senior St Albans Finish the year with a career move that actually excites you, or start next year knowing you've got something exciting to look forward to in 2026 As the year draws to a close and many tax professionals are reflecting on what's next, an excellent opportunity has opened up to join a well-established and highly regarded private client tax team in St Albans . This role is perfect for a Personal Tax Senior who enjoys a true mix of compliance and advisory work , values client relationships, and wants to be part of a supportive, professional, and friendly team - not just another cog in the machine. What you'll be doing: Preparing and reviewing Self-Assessment tax returns for individuals, directors, and business owners Getting involved in tax planning and advisory projects , including IHT, trusts, and private client planning Building strong relationships by liaising directly with clients and HMRC Managing your own diverse portfolio , delivering a high standard of client service Supporting and mentoring junior team members , helping them develop as the next generation of tax talent What we're looking for: ATT or CTA qualified (or part-qualified with strong, relevant experience) A solid background in personal tax within a practice environment Strong organisational skills with great attention to detail A collaborative team player with excellent communication and interpersonal skills Why consider this role? A stable and reputable firm with an excellent name in the market A genuinely varied role with exposure beyond pure compliance Supportive culture with room to develop, progress and specialise A great opportunity to start 2025 in a role that offers long-term satisfaction , not just a job Interested? Let's talk. For further information, please contact David Elliot at Clark Wood : If this role isn't quite right, still get in touch - we're recruiting across the tax market and would be happy to discuss alternative opportunities . Referral bonus : Refer a friend or colleague and receive a minimum of £500 in vouchers if we assist them in securing a permanent role. Make your next move a rewarding one - there's no better time than now. This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.
COMMERCIAL FINANCE BUSINESS PARTNER - RETAIL / CONSUMER SURREY - 2 DAYS IN OFFICE - PERMANENT - Clear route into senior commercial finance leadership £70,000 - £75,000 + bonus We're supporting a recognised consumer-focused retail business in hiring a Commercial Finance Business Partner to work closely with operational leadership and drive performance across a multi-site environment. This role sits at the centre of commercial decision-making, offering real exposure to senior stakeholders and the opportunity to influence outcomes in a meaningful way. The organisation has a strong track record of developing commercial finance talent, with progression into broader leadership roles typically happening within 12-18 months. They're looking for someone with both sharp analytical capability and strong interpersonal awareness - someone who can challenge thinking constructively while building credibility across the business. You'll play a key role in translating complex financial performance into clear, actionable insight. It's a position designed to offer stretch, ownership, and long-term career progression. WISH LIST Commercial finance experience within a consumer, retail, or multi-site operating model Naturally inquisitive, confident challenging ideas and open to being challenged Strong intellectual and emotional intelligence, with the ability to tell a clear commercial story THE ROLE Work closely with operational leaders to assess sales, margin, and cost performance Provide insight into site or franchise performance, highlighting key drivers and risks Own forecasting and performance tracking across key commercial initiatives Deliver regular trading analysis and performance updates to senior management Build and enhance KPI frameworks to strengthen accountability and delivery Support major investment decisions through detailed financial modelling and evaluation Identify emerging risks and opportunities across operational performance metrics Improve the quality and clarity of reporting, forecasting, and performance visibility Provide scenario analysis to support strategic and commercial planning Partner cross-functionally to drive performance improvement initiatives Contribute to long-term growth planning through forward-looking financial insight Take ownership of performance analysis and drive measurable commercial outcomes YOUR PROFILE Qualified Accountant (ACA, ACCA, CA, CIMA) Effective communicator - written & verbal Good working knowledge of MS Excel Commercially driven with ambition to progress towards Commercial Finance Director level Comfortable operating in roles with ownership, accountability, and senior exposure SALARY & BENEFITS £70,000 - £75,000 + bonus Surrey-based office Hybrid working (2 days on site) Permanent role Clear progression into broader commercial leadership opportunities
Mar 27, 2026
Full time
COMMERCIAL FINANCE BUSINESS PARTNER - RETAIL / CONSUMER SURREY - 2 DAYS IN OFFICE - PERMANENT - Clear route into senior commercial finance leadership £70,000 - £75,000 + bonus We're supporting a recognised consumer-focused retail business in hiring a Commercial Finance Business Partner to work closely with operational leadership and drive performance across a multi-site environment. This role sits at the centre of commercial decision-making, offering real exposure to senior stakeholders and the opportunity to influence outcomes in a meaningful way. The organisation has a strong track record of developing commercial finance talent, with progression into broader leadership roles typically happening within 12-18 months. They're looking for someone with both sharp analytical capability and strong interpersonal awareness - someone who can challenge thinking constructively while building credibility across the business. You'll play a key role in translating complex financial performance into clear, actionable insight. It's a position designed to offer stretch, ownership, and long-term career progression. WISH LIST Commercial finance experience within a consumer, retail, or multi-site operating model Naturally inquisitive, confident challenging ideas and open to being challenged Strong intellectual and emotional intelligence, with the ability to tell a clear commercial story THE ROLE Work closely with operational leaders to assess sales, margin, and cost performance Provide insight into site or franchise performance, highlighting key drivers and risks Own forecasting and performance tracking across key commercial initiatives Deliver regular trading analysis and performance updates to senior management Build and enhance KPI frameworks to strengthen accountability and delivery Support major investment decisions through detailed financial modelling and evaluation Identify emerging risks and opportunities across operational performance metrics Improve the quality and clarity of reporting, forecasting, and performance visibility Provide scenario analysis to support strategic and commercial planning Partner cross-functionally to drive performance improvement initiatives Contribute to long-term growth planning through forward-looking financial insight Take ownership of performance analysis and drive measurable commercial outcomes YOUR PROFILE Qualified Accountant (ACA, ACCA, CA, CIMA) Effective communicator - written & verbal Good working knowledge of MS Excel Commercially driven with ambition to progress towards Commercial Finance Director level Comfortable operating in roles with ownership, accountability, and senior exposure SALARY & BENEFITS £70,000 - £75,000 + bonus Surrey-based office Hybrid working (2 days on site) Permanent role Clear progression into broader commercial leadership opportunities
Salary: Up to £70,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £70,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm - my client would love to hear from you. Please contact Sam at Financial Divisions.
Mar 27, 2026
Full time
Salary: Up to £70,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £70,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm - my client would love to hear from you. Please contact Sam at Financial Divisions.
Practice Manager - St. James's Place Partner Practice Location: North London (Beautiful, Modern Offices) Salary: £40,000 - £50,000, Benefits (DOE) Hours: Flexible Working About the Practice A well-established and highly regarded St. James's Place Partner Practice in North London is seeking a forward-thinking and experienced Practice Manager to take ownership of the day-to-day running of the business. We have worked closely with this Practice over the years and have seen first-hand its steady, organic growth. As part of their exciting expansion plans, they have recently incorporated a retiring Adviser's client bank from within the SJP community and intend to welcome four additional team members before the end of Q2 next year . To support this continued evolution, they are now looking to appoint a capable and inspiring Practice Manager. The Practice delivers tailored financial planning and wealth management solutions to private clients, with a strong reputation for exceptional service and long-standing relationships. Operating from stunning, contemporary offices, this is a fantastic opportunity for an organised professional who thrives in a growing, quality-driven environment. The Role As Practice Manager, you will be at the heart of the business, ensuring seamless operational performance and providing leadership across the Administration and Paraplanning functions. You will work closely with the Partner and the Senior Management Team, contributing to both strategic and operational initiatives. This position is designed with future progression in mind - the successful candidate can expect to evolve into an Operations Manager role as the Practice continues to expand. Key Responsibilities Take ownership of the Practice's daily operations, continually refining processes to promote efficiency and outstanding client care. Lead, mentor, and guide the Administration and Paraplanning teams with regular team engagement, coaching, and structured performance management. Oversee and embed compliance standards in line with SJP and FCA guidelines, ensuring the Practice remains audit-ready at all times. Coordinate client servicing activity, including review meeting preparation, diary management, pipeline oversight, and workflow monitoring. Work closely with the Partner on operational planning, management reporting, and identifying opportunities to enhance systems and procedures. Maintain structured and accurate client and business records through the Practice's CRM and internal systems. Serve as a central point of escalation for operational matters, liaising with clients, the SJP Head Office, and internal stakeholders as needed. About You You'll bring demonstrable experience in a Practice Management, Operations Lead, or Senior Support role within an SJP Partner Practice or reputable wealth management firm. A natural organiser with strong people-management skills, able to juggle competing demands while keeping the team motivated and aligned. Comprehensive understanding of financial planning processes, client lifecycle management, and regulatory responsibilities. Meticulous, proactive, and solutions-oriented, with a commitment to maintaining high standards across the business. An engaging communicator who builds rapport easily and represents the Practice with professionalism. Confident working with Microsoft Office and familiar with CRM systems; experience with Salesforce or Intelliflo is a bonus. What's on Offer Salary of £40,000 - £50,000 , depending on experience. The chance to join a respected and well-run SJP Partner Practice with a welcoming and supportive culture. Long-term career development, including a clear path toward an Operations Manager position. A beautiful office environment in North West London, offering a collaborative, ambitious, and people-focused atmosphere. Please contact Sam at Financial Divisions for more information for this role, thank you.
Mar 27, 2026
Full time
Practice Manager - St. James's Place Partner Practice Location: North London (Beautiful, Modern Offices) Salary: £40,000 - £50,000, Benefits (DOE) Hours: Flexible Working About the Practice A well-established and highly regarded St. James's Place Partner Practice in North London is seeking a forward-thinking and experienced Practice Manager to take ownership of the day-to-day running of the business. We have worked closely with this Practice over the years and have seen first-hand its steady, organic growth. As part of their exciting expansion plans, they have recently incorporated a retiring Adviser's client bank from within the SJP community and intend to welcome four additional team members before the end of Q2 next year . To support this continued evolution, they are now looking to appoint a capable and inspiring Practice Manager. The Practice delivers tailored financial planning and wealth management solutions to private clients, with a strong reputation for exceptional service and long-standing relationships. Operating from stunning, contemporary offices, this is a fantastic opportunity for an organised professional who thrives in a growing, quality-driven environment. The Role As Practice Manager, you will be at the heart of the business, ensuring seamless operational performance and providing leadership across the Administration and Paraplanning functions. You will work closely with the Partner and the Senior Management Team, contributing to both strategic and operational initiatives. This position is designed with future progression in mind - the successful candidate can expect to evolve into an Operations Manager role as the Practice continues to expand. Key Responsibilities Take ownership of the Practice's daily operations, continually refining processes to promote efficiency and outstanding client care. Lead, mentor, and guide the Administration and Paraplanning teams with regular team engagement, coaching, and structured performance management. Oversee and embed compliance standards in line with SJP and FCA guidelines, ensuring the Practice remains audit-ready at all times. Coordinate client servicing activity, including review meeting preparation, diary management, pipeline oversight, and workflow monitoring. Work closely with the Partner on operational planning, management reporting, and identifying opportunities to enhance systems and procedures. Maintain structured and accurate client and business records through the Practice's CRM and internal systems. Serve as a central point of escalation for operational matters, liaising with clients, the SJP Head Office, and internal stakeholders as needed. About You You'll bring demonstrable experience in a Practice Management, Operations Lead, or Senior Support role within an SJP Partner Practice or reputable wealth management firm. A natural organiser with strong people-management skills, able to juggle competing demands while keeping the team motivated and aligned. Comprehensive understanding of financial planning processes, client lifecycle management, and regulatory responsibilities. Meticulous, proactive, and solutions-oriented, with a commitment to maintaining high standards across the business. An engaging communicator who builds rapport easily and represents the Practice with professionalism. Confident working with Microsoft Office and familiar with CRM systems; experience with Salesforce or Intelliflo is a bonus. What's on Offer Salary of £40,000 - £50,000 , depending on experience. The chance to join a respected and well-run SJP Partner Practice with a welcoming and supportive culture. Long-term career development, including a clear path toward an Operations Manager position. A beautiful office environment in North West London, offering a collaborative, ambitious, and people-focused atmosphere. Please contact Sam at Financial Divisions for more information for this role, thank you.
Full-Time Hybrid Working Full Study Support Excellent Benefits Career Progression Are you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career? An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans , known for its technical expertise and long-standing client relationships. The firm has experienced consistent and impressive growth over the last 15 years and is now looking to appoint a Junior Paraplanner on a clear, proven path toward a Paraplanner Manager position. What makes this role stand out? £45,000 - £52,000 salary depending on experience Full study support and structured training programme Hybrid working (3 days in the office, 2 from home after probation) Supportive and family-orientated culture Excellent benefits including a wellbeing suite Route to Adviser or Paraplanner Manager roles The Firm: This is a well-established IFA business that advises on Pensions, Investments, Retirement Planning, IHT, Tax Planning, Trusts, Mortgages, and Protection . They maintain a strong local presence in Hertfordshire and pride themselves on client loyalty and community reputation. Role Responsibilities: As a Paraplanner, you will work closely supporting a very successful Advisor- gaining exposure to complex planning strategies. Responsibilities include: Attending client meetings and taking detailed notes Writing high-quality, compliant suitability reports Conducting product research and supporting advice recommendations Preparing cashflow models and investment analysis Liaising with providers and investment partners Maintaining accurate client records and preparing for annual reviews Supporting the client journey through scheduling and documentation Ideal Candidate: Diploma Level 4 qualified (or working towards) Previous experience in a Paraplanning or technical support role within an IFA Strong attention to detail with a desire to progress Exposure to pensions, drawdown, or complex financial planning is advantageous Ambition to develop into a lead Paraplanner or Adviser This is an outstanding opportunity for someone who thrives in a technically focused, professional environment and is motivated by the chance to grow their career within a supportive and expanding firm . To apply or learn more, please contact Sam Negbenebor at Financial Divisions.
Mar 27, 2026
Full time
Full-Time Hybrid Working Full Study Support Excellent Benefits Career Progression Are you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career? An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans , known for its technical expertise and long-standing client relationships. The firm has experienced consistent and impressive growth over the last 15 years and is now looking to appoint a Junior Paraplanner on a clear, proven path toward a Paraplanner Manager position. What makes this role stand out? £45,000 - £52,000 salary depending on experience Full study support and structured training programme Hybrid working (3 days in the office, 2 from home after probation) Supportive and family-orientated culture Excellent benefits including a wellbeing suite Route to Adviser or Paraplanner Manager roles The Firm: This is a well-established IFA business that advises on Pensions, Investments, Retirement Planning, IHT, Tax Planning, Trusts, Mortgages, and Protection . They maintain a strong local presence in Hertfordshire and pride themselves on client loyalty and community reputation. Role Responsibilities: As a Paraplanner, you will work closely supporting a very successful Advisor- gaining exposure to complex planning strategies. Responsibilities include: Attending client meetings and taking detailed notes Writing high-quality, compliant suitability reports Conducting product research and supporting advice recommendations Preparing cashflow models and investment analysis Liaising with providers and investment partners Maintaining accurate client records and preparing for annual reviews Supporting the client journey through scheduling and documentation Ideal Candidate: Diploma Level 4 qualified (or working towards) Previous experience in a Paraplanning or technical support role within an IFA Strong attention to detail with a desire to progress Exposure to pensions, drawdown, or complex financial planning is advantageous Ambition to develop into a lead Paraplanner or Adviser This is an outstanding opportunity for someone who thrives in a technically focused, professional environment and is motivated by the chance to grow their career within a supportive and expanding firm . To apply or learn more, please contact Sam Negbenebor at Financial Divisions.
Package: Up to £80,000, Bonus, Hybrid and Excellent Benefits Role Overview We are seeking an experienced and highly motivated Paraplanning Team Leader to lead and develop our dedicated Paraplanning and Advisers. This pivotal role involves managing a team of eight Paraplanners, driving the efficiency and quality of our paraplanning services, and working closely with the Head of Advice to deliver exceptional support to our Financial Advisers and clients. Reporting Structure Reports to: Head of Advice Direct Reports: Up to 8 Paraplanners Key Responsibilities Team Leadership & Management Lead, mentor, and coach a team of up to eight Paraplanners to foster a high-performing and collaborative work environment. Conduct regular one-to-one meetings, performance reviews, and training needs assessments. Manage workflow, allocate tasks efficiently, and ensure the team meets service level agreements and deadlines. Oversee the induction and training of new team members. Act as the primary liaison between the internal paraplanning team and the outsourced provider, designing and managing streamlined workflows and communication protocols to ensure a smooth, end-to-end advice process for Advisers. Service Delivery & Quality Assurance Work in close partnership with the Head of Advice to define, implement, and refine the firm's paraplanning standards, processes, and service delivery model. Conduct regular file and report checking to ensure all work meets the firm's high standards of technical accuracy, compliance, and suitability. Act as a technical escalation point for complex paraplanning queries from the team and Advisers. Champion the use of technology and digital tools to enhance team efficiency. Outsourced Partner Management: Establish, monitor, and enforce Service Level Agreements (SLAs) and Key Performance Indicators (KPIs) with outsourced paraplanning partners, ensuring consistent quality, regulatory compliance, and agreed-upon turnaround times (TAT). Technical & Strategic Support Contribute to strategic projects focused on improving the overall advice process. Produce complex suitability reports and technical analysis when required. Maintain a deep understanding of market trends, regulatory changes, and evolving product landscapes to ensure advice is up-to-date. Essential Qualifications & Experience Experience: Proven experience in a Paraplanning role is essential, with preferable experience in leading or supervising a team within a financial advice firm. Technical Qualification: Must hold the Level 4 Diploma in Financial Advice (or equivalent) . Desire to Progress to Chartered status is highly desirable. Skills: Exceptional leadership, coaching, and people management skills. Strong technical knowledge across a broad range of financial planning areas (e.g., Pensions, Investments, Protection, Tax/Trusts). Excellent written and verbal communication skills, with a keen eye for detail. Ability to manage multiple priorities in a fast-paced environment. Advanced MS Excel. To apply please contact Sam at Financial Divisions.
Mar 27, 2026
Full time
Package: Up to £80,000, Bonus, Hybrid and Excellent Benefits Role Overview We are seeking an experienced and highly motivated Paraplanning Team Leader to lead and develop our dedicated Paraplanning and Advisers. This pivotal role involves managing a team of eight Paraplanners, driving the efficiency and quality of our paraplanning services, and working closely with the Head of Advice to deliver exceptional support to our Financial Advisers and clients. Reporting Structure Reports to: Head of Advice Direct Reports: Up to 8 Paraplanners Key Responsibilities Team Leadership & Management Lead, mentor, and coach a team of up to eight Paraplanners to foster a high-performing and collaborative work environment. Conduct regular one-to-one meetings, performance reviews, and training needs assessments. Manage workflow, allocate tasks efficiently, and ensure the team meets service level agreements and deadlines. Oversee the induction and training of new team members. Act as the primary liaison between the internal paraplanning team and the outsourced provider, designing and managing streamlined workflows and communication protocols to ensure a smooth, end-to-end advice process for Advisers. Service Delivery & Quality Assurance Work in close partnership with the Head of Advice to define, implement, and refine the firm's paraplanning standards, processes, and service delivery model. Conduct regular file and report checking to ensure all work meets the firm's high standards of technical accuracy, compliance, and suitability. Act as a technical escalation point for complex paraplanning queries from the team and Advisers. Champion the use of technology and digital tools to enhance team efficiency. Outsourced Partner Management: Establish, monitor, and enforce Service Level Agreements (SLAs) and Key Performance Indicators (KPIs) with outsourced paraplanning partners, ensuring consistent quality, regulatory compliance, and agreed-upon turnaround times (TAT). Technical & Strategic Support Contribute to strategic projects focused on improving the overall advice process. Produce complex suitability reports and technical analysis when required. Maintain a deep understanding of market trends, regulatory changes, and evolving product landscapes to ensure advice is up-to-date. Essential Qualifications & Experience Experience: Proven experience in a Paraplanning role is essential, with preferable experience in leading or supervising a team within a financial advice firm. Technical Qualification: Must hold the Level 4 Diploma in Financial Advice (or equivalent) . Desire to Progress to Chartered status is highly desirable. Skills: Exceptional leadership, coaching, and people management skills. Strong technical knowledge across a broad range of financial planning areas (e.g., Pensions, Investments, Protection, Tax/Trusts). Excellent written and verbal communication skills, with a keen eye for detail. Ability to manage multiple priorities in a fast-paced environment. Advanced MS Excel. To apply please contact Sam at Financial Divisions.
Technical Paraplanner Location: North LondonContract: Permanent Salary: £50,000 - £60,000 per annum Start Date: Flexible Contact: .uk Job Description Service Care Solutions are recruiting on behalf of a well-established and growing Financial Planning firm in North London for an experienced Technical Paraplanner.This is a key technical role within the business, supporting Financial Planners with complex case preparation, suitability reporting, cashflow modelling, and investment analysis. The firm places a strong emphasis on quality advice, robust processes, and long-term client relationships. Key Responsibilities Produce detailed and compliant Suitability Reports for pensions, investments, protection, and retirement planning Build and maintain cashflow models using Voyant Support advisers with technical research, scenario analysis, and planning strategies Maintain accurate and compliant client records using Intelligent Office Assist with portfolio analysis, fund research, and asset allocation reviews Liaise with advisers, administrators, and providers to ensure smooth case progression Ensure all advice documentation meets FCA and internal compliance standards Candidate Criteria Level 4 Diploma in Financial Planning (minimum) Minimum 3 years' experience in a Paraplanner or Technical Analyst role Strong working knowledge of Voyant Hands-on experience using Intelligent Office Excellent technical knowledge across pensions, investments, and retirement planning High attention to detail with strong written communication skills If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Mar 27, 2026
Full time
Technical Paraplanner Location: North LondonContract: Permanent Salary: £50,000 - £60,000 per annum Start Date: Flexible Contact: .uk Job Description Service Care Solutions are recruiting on behalf of a well-established and growing Financial Planning firm in North London for an experienced Technical Paraplanner.This is a key technical role within the business, supporting Financial Planners with complex case preparation, suitability reporting, cashflow modelling, and investment analysis. The firm places a strong emphasis on quality advice, robust processes, and long-term client relationships. Key Responsibilities Produce detailed and compliant Suitability Reports for pensions, investments, protection, and retirement planning Build and maintain cashflow models using Voyant Support advisers with technical research, scenario analysis, and planning strategies Maintain accurate and compliant client records using Intelligent Office Assist with portfolio analysis, fund research, and asset allocation reviews Liaise with advisers, administrators, and providers to ensure smooth case progression Ensure all advice documentation meets FCA and internal compliance standards Candidate Criteria Level 4 Diploma in Financial Planning (minimum) Minimum 3 years' experience in a Paraplanner or Technical Analyst role Strong working knowledge of Voyant Hands-on experience using Intelligent Office Excellent technical knowledge across pensions, investments, and retirement planning High attention to detail with strong written communication skills If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Job Title: Paraplanner Location : Knutsford Basic Salary : Up to 55,000 dependant on experience Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting an established wealth management practice, based in Knutsford, who provide tailored financial planning services to individuals, families, and business owners. The firm specialises in investment planning, retirement and pension advice, mortgages, estate planning, protection solutions, and later-life planning, delivering personalised strategies that reflect each client's goals, responsibilities, and lifestyle. Alongside personal financial planning, the business supports corporate clients with tax-efficient strategies, director and employee protection, and pension guidance. With a relationship-led approach, the practice focuses on building long-term partnerships, offering ongoing support and expert advice to help clients grow, protect, and preserve their wealth over time. You will provide technical support to financial advisers, helping to deliver high-quality financial planning advice to clients. The role involves supporting the administrators and other paraplanners to deliver efficient operational processes across the practice. Analysing client information, researching suitable financial products, preparing cash flow models, and producing detailed financial planning and suitability reports across areas such as investments, pensions, retirement planning, tax planning, and protection. Maintaining accurate client records and assisting with client review processes, ensuring recommendations are well researched, compliant, and aligned with client financial goals. Salary & Benefits: £30,000 - £55,000 dependant on experience Support for undertaking professional exams Flexible / remote working options 28 days annual leave plus bank holidays Additional day off for Birthday Paid sick leave before SSP 5% Employer Contribution - Salary sacrifice NEST Working Hours: Monday - Friday, 9am - 5pm 1 day working from home after probation is passed Responsibilities: Analyse client requirements, develop cash flow models, and maintain accurate client records Research and recommend financial products, creating solutions across investments, retirement, tax, and estate planning. Prepare suitability letters, reports, and all supporting documentation, managing client files throughout the advice process. Process applications and submissions accurately, tracking progress with clients, advisers, and providers. Support client reviews, updating cash flow models, investment performance, and producing relevant reports. Assist colleagues through training, knowledge sharing, and maintaining operational best practices. Liaise with administrators and attend client meetings as needed, responding to queries efficiently. Keep up to date with templates, advice notes, and undertake regular technical training to maintain competence. Skills and experience: Must have: A minimum of 2 years' paraplanning experience working within an IFA or Wealth Management environment Preferred: Level RO 1-6 (Level 4 Diploma PFS) qualified or working towards it with good industry experience Familiar with all major research systems (e.g. analytics / Voyant etc) Experience of the pension transfer market A comprehensive understanding of the Quality of Documentation standards both in advice and compliance Good experience of Microsoft Office (Outlook, Word, PowerPoint, Excel) Desirable: An excellent understanding of SJP's technical platforms Salesforce / My Practice and ibusiness, would be advantageous The ability to manage complex work, including trust work, IHT planning, multi-trusts, EIS, BCT, and ITSEs By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Mar 27, 2026
Full time
Job Title: Paraplanner Location : Knutsford Basic Salary : Up to 55,000 dependant on experience Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting an established wealth management practice, based in Knutsford, who provide tailored financial planning services to individuals, families, and business owners. The firm specialises in investment planning, retirement and pension advice, mortgages, estate planning, protection solutions, and later-life planning, delivering personalised strategies that reflect each client's goals, responsibilities, and lifestyle. Alongside personal financial planning, the business supports corporate clients with tax-efficient strategies, director and employee protection, and pension guidance. With a relationship-led approach, the practice focuses on building long-term partnerships, offering ongoing support and expert advice to help clients grow, protect, and preserve their wealth over time. You will provide technical support to financial advisers, helping to deliver high-quality financial planning advice to clients. The role involves supporting the administrators and other paraplanners to deliver efficient operational processes across the practice. Analysing client information, researching suitable financial products, preparing cash flow models, and producing detailed financial planning and suitability reports across areas such as investments, pensions, retirement planning, tax planning, and protection. Maintaining accurate client records and assisting with client review processes, ensuring recommendations are well researched, compliant, and aligned with client financial goals. Salary & Benefits: £30,000 - £55,000 dependant on experience Support for undertaking professional exams Flexible / remote working options 28 days annual leave plus bank holidays Additional day off for Birthday Paid sick leave before SSP 5% Employer Contribution - Salary sacrifice NEST Working Hours: Monday - Friday, 9am - 5pm 1 day working from home after probation is passed Responsibilities: Analyse client requirements, develop cash flow models, and maintain accurate client records Research and recommend financial products, creating solutions across investments, retirement, tax, and estate planning. Prepare suitability letters, reports, and all supporting documentation, managing client files throughout the advice process. Process applications and submissions accurately, tracking progress with clients, advisers, and providers. Support client reviews, updating cash flow models, investment performance, and producing relevant reports. Assist colleagues through training, knowledge sharing, and maintaining operational best practices. Liaise with administrators and attend client meetings as needed, responding to queries efficiently. Keep up to date with templates, advice notes, and undertake regular technical training to maintain competence. Skills and experience: Must have: A minimum of 2 years' paraplanning experience working within an IFA or Wealth Management environment Preferred: Level RO 1-6 (Level 4 Diploma PFS) qualified or working towards it with good industry experience Familiar with all major research systems (e.g. analytics / Voyant etc) Experience of the pension transfer market A comprehensive understanding of the Quality of Documentation standards both in advice and compliance Good experience of Microsoft Office (Outlook, Word, PowerPoint, Excel) Desirable: An excellent understanding of SJP's technical platforms Salesforce / My Practice and ibusiness, would be advantageous The ability to manage complex work, including trust work, IHT planning, multi-trusts, EIS, BCT, and ITSEs By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Location: Greater Manchester area/hybrid Reports to: Chief Financial Officer Benefits package: competitive base salary plus car/allowance and annual bonus Business Type: Private Equity-Backed, Multi-Site Buy & Build Platform Capital Structure: Leveraged (Senior Debt + Potential Mezzanine/Unitranche)The Vella Group is seeking a highly capable FP&A Manager to play a pivotal role at a transformative point in the company's journey. Reporting directly to the CFO, this newly created position sits at the heart of a PE-backed organisationthat has recently secured significant investment and is entering an accelerated phase of growth through strategic acquisition and continued organic expansion. As a key member of the finance leadership team, the FP&A Manager will help shape the group's financial future-bringing rigour to planning and reporting, providing insightful analysis to drive decision-making, and partnering closely with senior stakeholders as the business scales at pace. 1. Role Summary The FP&A Manager will play a critical role in supporting a high growth, private equity backed buy and build platform. The business is scaling rapidly through acquisitions and organic expansion, and the role requires a commercially minded finance professional who can operate effectively in a leveraged environment, deliver robust financial analysis, strengthen reporting disciplines, and support value creation initiatives.This position will act as a key business partner to the CFO, senior leadership team, and PE investors, providing insight, challenge, and decision support across the group. 2. Key Responsibilities Financial Planning & Forecasting Lead the annual budget cycle, quarterly reforecasts, and long-range plan modelling. Build and maintain integrated financial models incorporating multi-site P&Ls, acquisitions, pipeline scenarios, and leverage/covenant metrics. Model acquisition cases, synergy opportunities, and post-integration performance trajectories. Performance Reporting & Insight Deliver monthly FP&A packs, including variance analysis, operational KPIs, trend insights, and actionable commentary. Consolidate multi-site performance to provide group level visibility and benchmarking. Develop dashboards/support cadence for real time performance monitoring (e.g., labour productivity, unit economics, site maturity curves). Private Equity & Lender Reporting Prepare board and investor materials including trading performance, covenant headroom, cash flow trends, and value creation metrics. Support monthly and quarterly lender reporting requirements. Monitor liquidity, headroom, and leverage ratios; highlight risks early and support mitigation strategies. Acquisition Support & Integration Build financial models for new acquisitions, including quality of earnings adjustments, normalised EBITDA, working capital needs, and integration impact. Provide finance workstreams support during due diligence (commercial, financial, and operational). Track integration KPIs and synergy realisation across acquired businesses. Commercial Finance & Decision Support Partner with operations leaders across the multi-site network to improve profitability and performance. Evaluate ROI for capex, new site openings, and strategic initiatives. Conduct pricing, margin, and cost-to-serve analysis to support commercial decisions. Systems, Controls & Process Improvement Strengthen FP&A processes, data governance, and reporting infrastructure as the business scales. Work closely with BI/IT teams to enhance data accuracy and automate reporting. Implement discipline and structure typical of PE-backed environments, aiming for best-in-class reporting. 3. Skills & Experience Required Qualified accountant (ACA/ACCA/CIMA) or equivalent, with 2-5+ years in FP&A, corporate finance, transaction services, or PE-backed business finance. Experience in multi-site, operationally intensive businesses strongly preferred. Strong financial modelling capability - able to build and maintain robust, flexible Excel models from scratch. Exposure to leveraged environments, lender reporting, or covenant monitoring desirable. Experience supporting M&A or integration activities highly beneficial. Excellent communication skills, able to translate financial data into clear insight for senior leaders and investors. Strong commercial awareness and ability to challenge assumptions constructively. Comfortable operating in fast paced, high growth, ambiguous environments. 4. Personal Characteristics Highly analytical, detail oriented, and intellectually curious. Pragmatic, proactive, and solutions oriented. High level of ownership and accountability. Comfortable engaging with both finance and non-finance stakeholders. Thrives in PE-backed cultures: fast pace, high expectations, data driven decision making. 5. Package Competitive base salary + performance-related bonus. Potential participation in LTIP/management incentive plan (subject to level). Standard benefits + opportunities for growth as the group scales. 237
Mar 27, 2026
Full time
Location: Greater Manchester area/hybrid Reports to: Chief Financial Officer Benefits package: competitive base salary plus car/allowance and annual bonus Business Type: Private Equity-Backed, Multi-Site Buy & Build Platform Capital Structure: Leveraged (Senior Debt + Potential Mezzanine/Unitranche)The Vella Group is seeking a highly capable FP&A Manager to play a pivotal role at a transformative point in the company's journey. Reporting directly to the CFO, this newly created position sits at the heart of a PE-backed organisationthat has recently secured significant investment and is entering an accelerated phase of growth through strategic acquisition and continued organic expansion. As a key member of the finance leadership team, the FP&A Manager will help shape the group's financial future-bringing rigour to planning and reporting, providing insightful analysis to drive decision-making, and partnering closely with senior stakeholders as the business scales at pace. 1. Role Summary The FP&A Manager will play a critical role in supporting a high growth, private equity backed buy and build platform. The business is scaling rapidly through acquisitions and organic expansion, and the role requires a commercially minded finance professional who can operate effectively in a leveraged environment, deliver robust financial analysis, strengthen reporting disciplines, and support value creation initiatives.This position will act as a key business partner to the CFO, senior leadership team, and PE investors, providing insight, challenge, and decision support across the group. 2. Key Responsibilities Financial Planning & Forecasting Lead the annual budget cycle, quarterly reforecasts, and long-range plan modelling. Build and maintain integrated financial models incorporating multi-site P&Ls, acquisitions, pipeline scenarios, and leverage/covenant metrics. Model acquisition cases, synergy opportunities, and post-integration performance trajectories. Performance Reporting & Insight Deliver monthly FP&A packs, including variance analysis, operational KPIs, trend insights, and actionable commentary. Consolidate multi-site performance to provide group level visibility and benchmarking. Develop dashboards/support cadence for real time performance monitoring (e.g., labour productivity, unit economics, site maturity curves). Private Equity & Lender Reporting Prepare board and investor materials including trading performance, covenant headroom, cash flow trends, and value creation metrics. Support monthly and quarterly lender reporting requirements. Monitor liquidity, headroom, and leverage ratios; highlight risks early and support mitigation strategies. Acquisition Support & Integration Build financial models for new acquisitions, including quality of earnings adjustments, normalised EBITDA, working capital needs, and integration impact. Provide finance workstreams support during due diligence (commercial, financial, and operational). Track integration KPIs and synergy realisation across acquired businesses. Commercial Finance & Decision Support Partner with operations leaders across the multi-site network to improve profitability and performance. Evaluate ROI for capex, new site openings, and strategic initiatives. Conduct pricing, margin, and cost-to-serve analysis to support commercial decisions. Systems, Controls & Process Improvement Strengthen FP&A processes, data governance, and reporting infrastructure as the business scales. Work closely with BI/IT teams to enhance data accuracy and automate reporting. Implement discipline and structure typical of PE-backed environments, aiming for best-in-class reporting. 3. Skills & Experience Required Qualified accountant (ACA/ACCA/CIMA) or equivalent, with 2-5+ years in FP&A, corporate finance, transaction services, or PE-backed business finance. Experience in multi-site, operationally intensive businesses strongly preferred. Strong financial modelling capability - able to build and maintain robust, flexible Excel models from scratch. Exposure to leveraged environments, lender reporting, or covenant monitoring desirable. Experience supporting M&A or integration activities highly beneficial. Excellent communication skills, able to translate financial data into clear insight for senior leaders and investors. Strong commercial awareness and ability to challenge assumptions constructively. Comfortable operating in fast paced, high growth, ambiguous environments. 4. Personal Characteristics Highly analytical, detail oriented, and intellectually curious. Pragmatic, proactive, and solutions oriented. High level of ownership and accountability. Comfortable engaging with both finance and non-finance stakeholders. Thrives in PE-backed cultures: fast pace, high expectations, data driven decision making. 5. Package Competitive base salary + performance-related bonus. Potential participation in LTIP/management incentive plan (subject to level). Standard benefits + opportunities for growth as the group scales. 237
Service Care Solutions - Legal
Knutsford, Cheshire
Financial Planner Location: KnutsfordContract: PermanentSalary: £70,000 - £80,000 per annum + bonuses Start Date: FlexibleContact: .uk Job Description Service Care Solutions are recruiting for a Financial Planner to join a Chartered independent financial planning firm based in Knutsford. The firm provides bespoke financial planning advice to individuals, families and business owners, helping clients manage their finances and plan for long-term financial security. As a Financial Planner, you will work closely with clients to understand their financial objectives and provide clear, structured advice across areas such as retirement planning, investments, and tax-efficient wealth management. The role will involve building long-term relationships and delivering tailored financial strategies aligned to each client's goals. Key Responsibilities Provide holistic financial planning advice covering pensions, investments, retirement planning and tax-efficient strategies. Conduct client fact-find meetings to understand financial circumstances and long-term goals. Develop bespoke financial plans and recommendations tailored to individual client needs. Present advice clearly and support clients through implementation of recommendations. Build and maintain long-term relationships with clients. Conduct regular review meetings to ensure financial plans remain aligned with client objectives. Work closely with paraplanners and administrative support teams to deliver high-quality advice. Ensure all client documentation and recommendations meet regulatory standards. Candidate Criteria Level 4 Diploma in Financial Planning (DipPFS or equivalent), ideally working towards Chartered status or obtained Proven experience delivering financial planning advice within an IFA or wealth management firm. Experience working with high-net-worth individuals and business owners Strong knowledge of pensions, investments and financial planning strategies. Excellent client relationship and communication skills. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Mar 27, 2026
Full time
Financial Planner Location: KnutsfordContract: PermanentSalary: £70,000 - £80,000 per annum + bonuses Start Date: FlexibleContact: .uk Job Description Service Care Solutions are recruiting for a Financial Planner to join a Chartered independent financial planning firm based in Knutsford. The firm provides bespoke financial planning advice to individuals, families and business owners, helping clients manage their finances and plan for long-term financial security. As a Financial Planner, you will work closely with clients to understand their financial objectives and provide clear, structured advice across areas such as retirement planning, investments, and tax-efficient wealth management. The role will involve building long-term relationships and delivering tailored financial strategies aligned to each client's goals. Key Responsibilities Provide holistic financial planning advice covering pensions, investments, retirement planning and tax-efficient strategies. Conduct client fact-find meetings to understand financial circumstances and long-term goals. Develop bespoke financial plans and recommendations tailored to individual client needs. Present advice clearly and support clients through implementation of recommendations. Build and maintain long-term relationships with clients. Conduct regular review meetings to ensure financial plans remain aligned with client objectives. Work closely with paraplanners and administrative support teams to deliver high-quality advice. Ensure all client documentation and recommendations meet regulatory standards. Candidate Criteria Level 4 Diploma in Financial Planning (DipPFS or equivalent), ideally working towards Chartered status or obtained Proven experience delivering financial planning advice within an IFA or wealth management firm. Experience working with high-net-worth individuals and business owners Strong knowledge of pensions, investments and financial planning strategies. Excellent client relationship and communication skills. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Exchange Street Claims & Financial Services
Glasgow, Lanarkshire
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Mar 27, 2026
Full time
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Mar 27, 2026
Full time
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Exchange Street Claims & Financial Services
Leeds, Yorkshire
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Mar 27, 2026
Full time
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Exchange Street Claims & Financial Services
Sheffield, Yorkshire
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Mar 27, 2026
Full time
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Exchange Street Claims & Financial Services
Manchester, Lancashire
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Mar 27, 2026
Full time
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Our client is a well respected name in the asset finance market, supporting SME customers across the UK. They are currently looking for a customer collections associate to join their team - the role can be based from their offices in either Manchester, Glasgow or Hessle. The role is responsible for assisting customers in financial difficulty, providing appropriate support and operating within your designated authority. This includes identifying tailored and effective collections and recovery strategies for our customers, whilst maintaining compliance with relevant internal and external regulatory expectations. Key responsibilities : Mitigate losses to the bank through early engagement with customers in financial difficulty and deployment of appropriate collections and recoveries strategies Confidentially and empathetically communicate with customers through channels including telephone, post and email Understand customer circumstances through appropriate techniques, including structured questioning and use of income and expenditure analysis Provide clear explanations of repayment options and independent sources of debt advice to empower customers to make informed decisions Identify and respond to customer vulnerability ensuring an appropriate level of care, seeking additional support where needed. We are keen to speak to candidates who have a proven background in customer collections - this can be from asset finance, motor finance, mortgages, credit cards etc. You will also be a strong team player, eager to learn, able to handle difficult conversations and situations, with a strong attention to detail.
Mar 27, 2026
Full time
Our client is a well respected name in the asset finance market, supporting SME customers across the UK. They are currently looking for a customer collections associate to join their team - the role can be based from their offices in either Manchester, Glasgow or Hessle. The role is responsible for assisting customers in financial difficulty, providing appropriate support and operating within your designated authority. This includes identifying tailored and effective collections and recovery strategies for our customers, whilst maintaining compliance with relevant internal and external regulatory expectations. Key responsibilities : Mitigate losses to the bank through early engagement with customers in financial difficulty and deployment of appropriate collections and recoveries strategies Confidentially and empathetically communicate with customers through channels including telephone, post and email Understand customer circumstances through appropriate techniques, including structured questioning and use of income and expenditure analysis Provide clear explanations of repayment options and independent sources of debt advice to empower customers to make informed decisions Identify and respond to customer vulnerability ensuring an appropriate level of care, seeking additional support where needed. We are keen to speak to candidates who have a proven background in customer collections - this can be from asset finance, motor finance, mortgages, credit cards etc. You will also be a strong team player, eager to learn, able to handle difficult conversations and situations, with a strong attention to detail.
Our client is a well respected name in the asset finance market, supporting SME customers across the UK. They are currently looking for a customer collections associate to join their team - the role can be based from their offices in either Manchester, Glasgow or Hessle. The role is responsible for assisting customers in financial difficulty, providing appropriate support and operating within your designated authority. This includes identifying tailored and effective collections and recovery strategies for our customers, whilst maintaining compliance with relevant internal and external regulatory expectations. Key responsibilities : Mitigate losses to the bank through early engagement with customers in financial difficulty and deployment of appropriate collections and recoveries strategies Confidentially and empathetically communicate with customers through channels including telephone, post and email Understand customer circumstances through appropriate techniques, including structured questioning and use of income and expenditure analysis Provide clear explanations of repayment options and independent sources of debt advice to empower customers to make informed decisions Identify and respond to customer vulnerability ensuring an appropriate level of care, seeking additional support where needed. We are keen to speak to candidates who have a proven background in customer collections - this can be from asset finance, motor finance, mortgages, credit cards etc. You will also be a strong team player, eager to learn, able to handle difficult conversations and situations, with a strong attention to detail.
Mar 27, 2026
Full time
Our client is a well respected name in the asset finance market, supporting SME customers across the UK. They are currently looking for a customer collections associate to join their team - the role can be based from their offices in either Manchester, Glasgow or Hessle. The role is responsible for assisting customers in financial difficulty, providing appropriate support and operating within your designated authority. This includes identifying tailored and effective collections and recovery strategies for our customers, whilst maintaining compliance with relevant internal and external regulatory expectations. Key responsibilities : Mitigate losses to the bank through early engagement with customers in financial difficulty and deployment of appropriate collections and recoveries strategies Confidentially and empathetically communicate with customers through channels including telephone, post and email Understand customer circumstances through appropriate techniques, including structured questioning and use of income and expenditure analysis Provide clear explanations of repayment options and independent sources of debt advice to empower customers to make informed decisions Identify and respond to customer vulnerability ensuring an appropriate level of care, seeking additional support where needed. We are keen to speak to candidates who have a proven background in customer collections - this can be from asset finance, motor finance, mortgages, credit cards etc. You will also be a strong team player, eager to learn, able to handle difficult conversations and situations, with a strong attention to detail.
Our client is a well respected name in the asset finance market, supporting SME customers across the UK. They are currently looking for a customer collections associate to join their team - the role can be based from their offices in either Manchester, Glasgow or Hessle. The role is responsible for assisting customers in financial difficulty, providing appropriate support and operating within your designated authority. This includes identifying tailored and effective collections and recovery strategies for our customers, whilst maintaining compliance with relevant internal and external regulatory expectations. Key responsibilities : Mitigate losses to the bank through early engagement with customers in financial difficulty and deployment of appropriate collections and recoveries strategies Confidentially and empathetically communicate with customers through channels including telephone, post and email Understand customer circumstances through appropriate techniques, including structured questioning and use of income and expenditure analysis Provide clear explanations of repayment options and independent sources of debt advice to empower customers to make informed decisions Identify and respond to customer vulnerability ensuring an appropriate level of care, seeking additional support where needed. We are keen to speak to candidates who have a proven background in customer collections - this can be from asset finance, motor finance, mortgages, credit cards etc. You will also be a strong team player, eager to learn, able to handle difficult conversations and situations, with a strong attention to detail.
Mar 27, 2026
Full time
Our client is a well respected name in the asset finance market, supporting SME customers across the UK. They are currently looking for a customer collections associate to join their team - the role can be based from their offices in either Manchester, Glasgow or Hessle. The role is responsible for assisting customers in financial difficulty, providing appropriate support and operating within your designated authority. This includes identifying tailored and effective collections and recovery strategies for our customers, whilst maintaining compliance with relevant internal and external regulatory expectations. Key responsibilities : Mitigate losses to the bank through early engagement with customers in financial difficulty and deployment of appropriate collections and recoveries strategies Confidentially and empathetically communicate with customers through channels including telephone, post and email Understand customer circumstances through appropriate techniques, including structured questioning and use of income and expenditure analysis Provide clear explanations of repayment options and independent sources of debt advice to empower customers to make informed decisions Identify and respond to customer vulnerability ensuring an appropriate level of care, seeking additional support where needed. We are keen to speak to candidates who have a proven background in customer collections - this can be from asset finance, motor finance, mortgages, credit cards etc. You will also be a strong team player, eager to learn, able to handle difficult conversations and situations, with a strong attention to detail.
Rev & Regs is excited to be working with a global asset management firm to hire a Investment Compliance, Associate Director . It is a standout opportunity for a senior compliance professional to step into a high-profile role. This is a permanent role which will play an active part in providing regulatory advice & interpretation and compliance support. Responsibilities: This role is, expected to bring strong technical expertise to the team, and help to address Investment Management teams' compliance needs and collaborate with other advisory and monitoring leads to deliver globally consistent and best in class compliance support. Keep abreast of emerging regulatory rules and announcements and make recommendations around policy, procedure and control implications. Proactively engage with the Investment Management functions, across all asset classes, and be responsible for delivering timely and high-quality compliance and regulatory advice to all stakeholders. Communicate relevant information to respective stakeholders and management forums. Respond to client issues and regulatory inquiries related to Investment Management activities. Support review of documents like the prospectus and investment agreements and provide comments/feedback to ensure they are compliant with regulatory requirements. Proactively engage with the Regulatory Reporting teams to provide timely and high-quality compliance advice on various matters related to trade, transaction and related regulatory reporting obligations. Keep informed of internal developments which impact regulatory requirements e.g. fund structures, new products. Contribute to building a high performing team. Develop and maintain a strong peer network as well as productive relationships with senior stakeholders by providing ex-pert support, quick issue resolution & confident challenge. Play an active role in educating stakeholders, in order to drive sustainable improvements in compliance culture. Experience: Proven track record of delivering investment compliance advice focused on equities, fixed income and multi-asset instruments and Private assets preferable. Deep knowledge of the UK and European regulatory environment. Strong appreciation of specific, relevant regulation and legislation e.g. UCITS, MIFID, AIFMD, SFTR, EMIR. Relevant investment management qualification (e.g. Investment Management Certificate). Effective influencer, able to build productive relationships, while comfortable challenging and negotiating different view-points. Duration: Permanent Salary: £110,000 - £120,000 Location: Hybrid (3 days per week in City of London office)
Mar 27, 2026
Full time
Rev & Regs is excited to be working with a global asset management firm to hire a Investment Compliance, Associate Director . It is a standout opportunity for a senior compliance professional to step into a high-profile role. This is a permanent role which will play an active part in providing regulatory advice & interpretation and compliance support. Responsibilities: This role is, expected to bring strong technical expertise to the team, and help to address Investment Management teams' compliance needs and collaborate with other advisory and monitoring leads to deliver globally consistent and best in class compliance support. Keep abreast of emerging regulatory rules and announcements and make recommendations around policy, procedure and control implications. Proactively engage with the Investment Management functions, across all asset classes, and be responsible for delivering timely and high-quality compliance and regulatory advice to all stakeholders. Communicate relevant information to respective stakeholders and management forums. Respond to client issues and regulatory inquiries related to Investment Management activities. Support review of documents like the prospectus and investment agreements and provide comments/feedback to ensure they are compliant with regulatory requirements. Proactively engage with the Regulatory Reporting teams to provide timely and high-quality compliance advice on various matters related to trade, transaction and related regulatory reporting obligations. Keep informed of internal developments which impact regulatory requirements e.g. fund structures, new products. Contribute to building a high performing team. Develop and maintain a strong peer network as well as productive relationships with senior stakeholders by providing ex-pert support, quick issue resolution & confident challenge. Play an active role in educating stakeholders, in order to drive sustainable improvements in compliance culture. Experience: Proven track record of delivering investment compliance advice focused on equities, fixed income and multi-asset instruments and Private assets preferable. Deep knowledge of the UK and European regulatory environment. Strong appreciation of specific, relevant regulation and legislation e.g. UCITS, MIFID, AIFMD, SFTR, EMIR. Relevant investment management qualification (e.g. Investment Management Certificate). Effective influencer, able to build productive relationships, while comfortable challenging and negotiating different view-points. Duration: Permanent Salary: £110,000 - £120,000 Location: Hybrid (3 days per week in City of London office)
Exchange Street Claims & Financial Services
Hull, Yorkshire
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Mar 27, 2026
Full time
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Exchange Street Claims & Financial Services
York, Yorkshire
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Mar 27, 2026
Full time
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Exchange Street Claims & Financial Services
Middlesbrough, Yorkshire
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Mar 27, 2026
Full time
You can't become a great financial planner if you're not seeing enough clients. No volume = no progress. No challenge. No real development. But the pressure to perform is still there. At this company, it's different. You won't need to self-generate. Your diary will be filled with new investment meetings and annual reviews, and you'll have full paraplanning and admin support behind you. So you can focus on what actually improves your performance - spending time with clients. And when that's in place, the earnings follow. You'll typically earn between £56,000 - £80,000, made up of: Base salary: £35,000 - £45,000 KPI/compliance bonus: £1,200 per month (£14,400 per year) Sales bonus: typically £7,000 - £24,000 Quarterly bonus: if the division hits its quarterly target, you get a 40% uplift on your quarterly bonus Importantly, there are no monthly sales targets. Out-performance comes from being busy, thorough and diligent. You'll also get: Life cover Medical cash plan (family included) Pension Enhanced parental leave 25 days holiday (rising to 28) Hybrid or remote working THE COMPANY This is a national firm that acquires client banks from retiring advisers. Those clients need advice and you'll be the one giving it. You'll join a team of 50+ advisers focused on servicing an existing client base properly. The training and onboarding is structured and proven. They've developed over 40 advisers from scratch. Given you'll already have experience, you'll be stepping into a system that works. WHAT YOU'LL NEED Current CAS (or within the last 6 months) Level 4 qualified Willingness to travel to Newcastle once a month - If you want to become the adviser you know you can be, click apply. No up-to-date CV? Don't worry, we can deal with that later. Everyone gets a response.
Job Title: Investment Analyst Industry: Financial Services Location: Coventry Salary: Up to £35,000 (higher salary negotiable depending on skillset and experience) Job Reference: 10220 Job Description: Are you a technical and analytical individual? Recruit UK are working on an exciting opportunity for an individual with Investment knowledge and/or Financial Planning sales support experience to join a well-regarded wealth management firm based in Coventry. This opportunity offers a fantastic career development pathway, working alongside the Investment Management team, providing analytical and in-depth support and research. Duties will include: Conduct in-depth research on financial markets, sectors, and platform fund analysis Build and maintain financial models to evaluate investment opportunities Analyse economic trends and risk factors Prepare detailed portfolio reports Monitor portfolio performance and recommend adjustments as needed Collaborate with advisers to support client objectives What's in it for you: Salary up to £35,000 (negotiable dependent on skills and experience) Excellent pension scheme 25 days holiday plus bank holidays Fantastic work culture Ongoing career professional development Study and exam support Skills and experience required: Preferred qualification in investment management or similar Strong analytical skill-set Proficient in Excel Ability to work both in a team and independently Excellent communication skills, both written and verbal About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established wealth management firm based in Coventry on an Investment Analyst role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Mar 27, 2026
Full time
Job Title: Investment Analyst Industry: Financial Services Location: Coventry Salary: Up to £35,000 (higher salary negotiable depending on skillset and experience) Job Reference: 10220 Job Description: Are you a technical and analytical individual? Recruit UK are working on an exciting opportunity for an individual with Investment knowledge and/or Financial Planning sales support experience to join a well-regarded wealth management firm based in Coventry. This opportunity offers a fantastic career development pathway, working alongside the Investment Management team, providing analytical and in-depth support and research. Duties will include: Conduct in-depth research on financial markets, sectors, and platform fund analysis Build and maintain financial models to evaluate investment opportunities Analyse economic trends and risk factors Prepare detailed portfolio reports Monitor portfolio performance and recommend adjustments as needed Collaborate with advisers to support client objectives What's in it for you: Salary up to £35,000 (negotiable dependent on skills and experience) Excellent pension scheme 25 days holiday plus bank holidays Fantastic work culture Ongoing career professional development Study and exam support Skills and experience required: Preferred qualification in investment management or similar Strong analytical skill-set Proficient in Excel Ability to work both in a team and independently Excellent communication skills, both written and verbal About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established wealth management firm based in Coventry on an Investment Analyst role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Paraplanner Location: TonbridgeContract: PermanentSalary: £40,000 - £50,000 per annum Start Date: FlexibleContact: .uk Job Description Service Care Solutions are recruiting for an experienced Paraplanner to join an established independent financial planning firm based in Tonbridge. The firm provides independent financial advice to individuals, families, and businesses with a strong emphasis on long-term client relationships and personalised financial planning. As a Paraplanner, you will support Financial Planners by preparing high-quality technical research and documentation, including annual suitability reports, helping ensure clients receive clear, compliant, and well-structured financial planning advice. Key Responsibilities Prepare annual suitability reports and financial planning documentation. Conduct detailed research across pensions, investments, and protection solutions. Analyse client information and assist advisers in developing appropriate financial planning strategies. Produce supporting documentation and analysis for client meetings. Work closely with Financial Planners to ensure client recommendations are technically robust and compliant. Liaise with product providers to obtain illustrations, valuations, and technical data. Ensure client records and documentation are maintained accurately. Candidate Criteria Level 4 Diploma in Financial Planning (DipPFS) or equivalent. Proven experience working as a Paraplanner within a financial planning or IFA firm. Strong knowledge of pensions, investments, and financial planning processes. Experience producing suitability reports and supporting financial advisers. Excellent attention to detail and strong technical understanding. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Mar 27, 2026
Full time
Paraplanner Location: TonbridgeContract: PermanentSalary: £40,000 - £50,000 per annum Start Date: FlexibleContact: .uk Job Description Service Care Solutions are recruiting for an experienced Paraplanner to join an established independent financial planning firm based in Tonbridge. The firm provides independent financial advice to individuals, families, and businesses with a strong emphasis on long-term client relationships and personalised financial planning. As a Paraplanner, you will support Financial Planners by preparing high-quality technical research and documentation, including annual suitability reports, helping ensure clients receive clear, compliant, and well-structured financial planning advice. Key Responsibilities Prepare annual suitability reports and financial planning documentation. Conduct detailed research across pensions, investments, and protection solutions. Analyse client information and assist advisers in developing appropriate financial planning strategies. Produce supporting documentation and analysis for client meetings. Work closely with Financial Planners to ensure client recommendations are technically robust and compliant. Liaise with product providers to obtain illustrations, valuations, and technical data. Ensure client records and documentation are maintained accurately. Candidate Criteria Level 4 Diploma in Financial Planning (DipPFS) or equivalent. Proven experience working as a Paraplanner within a financial planning or IFA firm. Strong knowledge of pensions, investments, and financial planning processes. Experience producing suitability reports and supporting financial advisers. Excellent attention to detail and strong technical understanding. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Technical Paraplanner Location: EssexContract: PermanentSalary: £45,000 - £55,000 per annum Start Date: FlexibleContact: .uk Job Description Service Care Solutions are recruiting for a Technical Paraplanner on behalf of a leading nationwide Independent Financial Advisory to join their growing team in Essex. This is an opportunity to join a firm focused on long-term financial planning rather than product-led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.quality, regulatory compliance, and continuous development within the paraplanning team. Key Responsibilities Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently write new suitability reports and complete technical research to a high standard for all new business including: Offshore Bonds, Onshore/Offshore Bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIPP / SSAS. Use technical software to complete comparisons and detailed analysis of a client's contracts including reviewing the specific contract benefits and the effects should changes be made. Assist in ensuring all client fees and company records are compliant in line with FCA regulations. Ensure back-office system is maintained detailing all ongoing actions and workflow. Candidate Criteria Prior experience in Paraplanning role within financial services (3+ years) Level 4 DipPFS qualified or similar with desire to achieve Chartered status Understanding of the advice process Exceptional organisational skills, able to work well under pressure and adapt to changing priorities Excellent communication skills, both written and verbally Ability to work collaboratively with colleagues and build strong relationships A strong work ethic and a flexible attitude Self-motivation, resilience and a clear focus on attention to detail and a high-quality output. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Mar 27, 2026
Full time
Technical Paraplanner Location: EssexContract: PermanentSalary: £45,000 - £55,000 per annum Start Date: FlexibleContact: .uk Job Description Service Care Solutions are recruiting for a Technical Paraplanner on behalf of a leading nationwide Independent Financial Advisory to join their growing team in Essex. This is an opportunity to join a firm focused on long-term financial planning rather than product-led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.quality, regulatory compliance, and continuous development within the paraplanning team. Key Responsibilities Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently write new suitability reports and complete technical research to a high standard for all new business including: Offshore Bonds, Onshore/Offshore Bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIPP / SSAS. Use technical software to complete comparisons and detailed analysis of a client's contracts including reviewing the specific contract benefits and the effects should changes be made. Assist in ensuring all client fees and company records are compliant in line with FCA regulations. Ensure back-office system is maintained detailing all ongoing actions and workflow. Candidate Criteria Prior experience in Paraplanning role within financial services (3+ years) Level 4 DipPFS qualified or similar with desire to achieve Chartered status Understanding of the advice process Exceptional organisational skills, able to work well under pressure and adapt to changing priorities Excellent communication skills, both written and verbally Ability to work collaboratively with colleagues and build strong relationships A strong work ethic and a flexible attitude Self-motivation, resilience and a clear focus on attention to detail and a high-quality output. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Highly commercial FP&A Manager position within a high growth organisation. This is a 3-6 month interim role, with the potential to go permanent. Hybrid working 3 days in the office, 2 days from home. The Role: Support leadership with development of strategy Commentary to senior leadership on monthly revenue/management accounts and provide analysis Take ownership of the budgeting and forecasting ensuring stakeholders have insight and understand perfomance metrics Develop KPIS and provide regular feedback to stakeholders on perfomance Develop and maintain pricing models to provide support on Bids, Tenders, and other operational factors Work with senior leadership to optimise cash flow Skills and Experience: CIMA/ACCA/ACA Qualified (or equivalent) Proven experience in commercially focused roles Available on short term notice Strong communication and business partnering skills
Mar 27, 2026
Seasonal
Highly commercial FP&A Manager position within a high growth organisation. This is a 3-6 month interim role, with the potential to go permanent. Hybrid working 3 days in the office, 2 days from home. The Role: Support leadership with development of strategy Commentary to senior leadership on monthly revenue/management accounts and provide analysis Take ownership of the budgeting and forecasting ensuring stakeholders have insight and understand perfomance metrics Develop KPIS and provide regular feedback to stakeholders on perfomance Develop and maintain pricing models to provide support on Bids, Tenders, and other operational factors Work with senior leadership to optimise cash flow Skills and Experience: CIMA/ACCA/ACA Qualified (or equivalent) Proven experience in commercially focused roles Available on short term notice Strong communication and business partnering skills
Job Title: Self-Employed Financial Adviser Location: UK Wide Reference: 9938 About the Role Recruit UK is supporting a fully independent, adviser-led firm with ambitious growth plans. Following a successful management buyout, the business has built a client-first proposition supported by smart technology, strong infrastructure, and a grown-up, transparent culture. With over £210m AUM, average client portfolios of £350k, and recent acquisitions strengthening their position, they are now looking for self-employed advisers to join their supportive community. We want to hear from advisers who: Put clients first and value long-term relationships. Are motivated to grow their business without corporate restrictions. Appreciate transparent fee structures. Want independence with the reassurance of strong support. Embrace technology and collaborative working. Benefits: High-retention, fair revenue splits (no clawbacks or hidden deductions). Client ownership options designed to protect your relationships and legacy. A supportive management team of practising advisers. 4-day working week for advisers, with admin support 5 days a week. Advanced tech integrations including AI-driven workflows and a white-labelled client app. Access to an in-house Investment Committee and MPS solutions. Dedicated onboarding and relationship manager during transition. If you're a self-employed adviser seeking independence, fair terms, and the backing of a supportive, forward-thinking firm, we'd love to hear from you.
Mar 27, 2026
Full time
Job Title: Self-Employed Financial Adviser Location: UK Wide Reference: 9938 About the Role Recruit UK is supporting a fully independent, adviser-led firm with ambitious growth plans. Following a successful management buyout, the business has built a client-first proposition supported by smart technology, strong infrastructure, and a grown-up, transparent culture. With over £210m AUM, average client portfolios of £350k, and recent acquisitions strengthening their position, they are now looking for self-employed advisers to join their supportive community. We want to hear from advisers who: Put clients first and value long-term relationships. Are motivated to grow their business without corporate restrictions. Appreciate transparent fee structures. Want independence with the reassurance of strong support. Embrace technology and collaborative working. Benefits: High-retention, fair revenue splits (no clawbacks or hidden deductions). Client ownership options designed to protect your relationships and legacy. A supportive management team of practising advisers. 4-day working week for advisers, with admin support 5 days a week. Advanced tech integrations including AI-driven workflows and a white-labelled client app. Access to an in-house Investment Committee and MPS solutions. Dedicated onboarding and relationship manager during transition. If you're a self-employed adviser seeking independence, fair terms, and the backing of a supportive, forward-thinking firm, we'd love to hear from you.
Job Title: Self-Employed Financial Adviser Location: UK Wide Reference: 9938 About the Role Recruit UK is supporting a fully independent, adviser-led firm with ambitious growth plans. Following a successful management buyout, the business has built a client-first proposition supported by smart technology, strong infrastructure, and a grown-up, transparent culture. With over £210m AUM, average client portfolios of £350k, and recent acquisitions strengthening their position, they are now looking for self-employed advisers to join their supportive community. We want to hear from advisers who: Put clients first and value long-term relationships. Are motivated to grow their business without corporate restrictions. Appreciate transparent fee structures. Want independence with the reassurance of strong support. Embrace technology and collaborative working. Benefits: High-retention, fair revenue splits (no clawbacks or hidden deductions). Client ownership options designed to protect your relationships and legacy. A supportive management team of practising advisers. 4-day working week for advisers, with admin support 5 days a week. Advanced tech integrations including AI-driven workflows and a white-labelled client app. Access to an in-house Investment Committee and MPS solutions. Dedicated onboarding and relationship manager during transition. If you're a self-employed adviser seeking independence, fair terms, and the backing of a supportive, forward-thinking firm, we'd love to hear from you.
Mar 27, 2026
Full time
Job Title: Self-Employed Financial Adviser Location: UK Wide Reference: 9938 About the Role Recruit UK is supporting a fully independent, adviser-led firm with ambitious growth plans. Following a successful management buyout, the business has built a client-first proposition supported by smart technology, strong infrastructure, and a grown-up, transparent culture. With over £210m AUM, average client portfolios of £350k, and recent acquisitions strengthening their position, they are now looking for self-employed advisers to join their supportive community. We want to hear from advisers who: Put clients first and value long-term relationships. Are motivated to grow their business without corporate restrictions. Appreciate transparent fee structures. Want independence with the reassurance of strong support. Embrace technology and collaborative working. Benefits: High-retention, fair revenue splits (no clawbacks or hidden deductions). Client ownership options designed to protect your relationships and legacy. A supportive management team of practising advisers. 4-day working week for advisers, with admin support 5 days a week. Advanced tech integrations including AI-driven workflows and a white-labelled client app. Access to an in-house Investment Committee and MPS solutions. Dedicated onboarding and relationship manager during transition. If you're a self-employed adviser seeking independence, fair terms, and the backing of a supportive, forward-thinking firm, we'd love to hear from you.
