The Coast Partnership Ltd

A respected Real Estate Lender based in Liverpool street are keen to appoint an experienced HR Administrator to work closely with senior managers within the business. Efficiently manage all HR administration matters across the full employee lifecycle, from onboarding and induction through to leaver processes. Accurately create and maintain employee records within the HR database, ensuring information is complete, accurate, and up to date. Prepare and issue offer letters and contracts of employment via Adobe Sign, ensuring all contracts are sent on time Produce and process contractual documentation, including contract changes, variation and leaver letters, employment references, and other HR-related correspondence. Maintain accurate and secure electronic employee files, ensuring all documentation is appropriately recorded and filed. Deliver a high level of customer service by efficiently managing the HR mailbox, responding to employee and manager queries, and ensuring enquiries are resolved or appropriately escalated in a timely manner. Requirements: Experience in HR administration or a similar HR support role. CIPD study/ideally Level 3 or Level 5 qualification or currently working towards one. Strong prioritisation and time-management skills, with the ability to manage competing deadlines effectively. Excellent organisational and multitasking skills, with the ability to work efficiently in a fast-paced environment. The role is full office based, Monday-Friday and offers a competitive salary and benefits including 25 days holiday.

Independent Financial Advisor Salary: £50,000 - £60,000 per annum Location: Leigh-on-sea & Brentwood, Essex About the Role We are seeking experienced Independent Financial Advisors to join a well-established financial planning firm. You will provide holistic financial advice to new and existing clients, supported by dedicated administration, paraplanning, and compliance teams, enabling you to focus on delivering excellent client outcomes. Key Responsibilities Deliver holistic financial planning across pensions, investments, retirement planning, protection, and inheritance tax planning. Build and maintain long-term client relationships through regular reviews. Produce compliant financial recommendations in line with FCA requirements. Generate new business through referrals, networking, and company-generated enquiries. Work collaboratively with internal teams to deliver an exceptional client experience. Maintain compliance with FCA and Consumer Duty standards. About You Level 4 Diploma in Regulated Financial Planning (essential). Proven experience as an Independent Financial Adviser. Strong technical knowledge and excellent communication skills. Professional, client-focused, and committed to delivering high-quality advice. Chartered status, or working towards it, is desirable. Benefits Dedicated administration, paraplanning, and compliance support. Lead generation opportunities. Modern financial planning technology. Ongoing professional development and exam support. Collaborative and supportive working environment.

A long established IFA practice with a sizeable operation are keen to appoint an experienced IFA Sales Support for their Norwich office Duties Include: Administration of a full range of Private client Pension and Investment products. Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients. Assisting in the training of new staff, sharing knowledge and best practices in support. Conducting comprehensive research on financial products to support planners in making informed recommendations. Implementing risk analysis techniques to assess and mitigate potential threats to clients' financial objectives. Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy. Daily use of Provider Platforms and back office systems. The role offers a very competitive salary and range of benefits and is available immediately.

Independent Financial Advisor Salary: £50,000 - £60,000 per annum Location: Leigh-on-sea & Brentwood, Essex About the Role We are seeking experienced Independent Financial Advisors to join a well-established financial planning firm. You will provide holistic financial advice to new and existing clients, supported by dedicated administration, paraplanning, and compliance teams, enabling you to focus on delivering excellent client outcomes. Key Responsibilities Deliver holistic financial planning across pensions, investments, retirement planning, protection, and inheritance tax planning. Build and maintain long-term client relationships through regular reviews. Produce compliant financial recommendations in line with FCA requirements. Generate new business through referrals, networking, and company-generated enquiries. Work collaboratively with internal teams to deliver an exceptional client experience. Maintain compliance with FCA and Consumer Duty standards. About You Level 4 Diploma in Regulated Financial Planning (essential). Proven experience as an Independent Financial Adviser. Strong technical knowledge and excellent communication skills. Professional, client-focused, and committed to delivering high-quality advice. Chartered status, or working towards it, is desirable. Benefits Dedicated administration, paraplanning, and compliance support. Lead generation opportunities. Modern financial planning technology. Ongoing professional development and exam support. Collaborative and supportive working environment.

A respected and UK leading law firm based in London is looking for an commercially minded Employment Solicitor to join their growing employment practice. The role will involve advising employer and employee clients, senior executives and employees on a broad range of contentious and non-contentious employment law matters, whilst also supporting the firm's Corporate and Commercial teams on mergers, acquisitions, investments and other transactional work. The successful candidate will Manage their own caseload, support partners on complex matters, contribute to business development initiatives and deliver commercially focused legal advice in line with the firm's standards and values. This will suit a 2-6 PQE solicitor seeking exposure to high-quality clients, corporate transactions and day-to-day employment advisory work within a collaborative, diverse and entrepreneurial law firm. Working with the firm's partners and external consultant to build an employment team Advising employer clients on day-to-day HR and employment law issues. Requirements 2-6 years PQE, although candidates with experience outside these parameters may be considered. Strong drafting and analytical skills. Experience gained within a recognised employment law team Employment due diligence (desirable) Excellent client care and communication skills Some exposure to corporate support work, M&A transactions, TUPE or employment due diligence is essential, including due diligence reporting What they offer High-quality work across a broad range of sectors. Significant client contact from an early stage. Close working relationship with experienced Partners. Genuine opportunities for career progression. A supportive and collaborative culture. Flexible working environment. Interviews are available immediately. Ask for

A respected and UK leading law firm based in London is looking for an enthusiastic and hardworking Conveyancing Assistant to support their busy Real Estate team in their Residential department This is a junior role & will not suit LPC/SQE graduates aiming for a training contract. You will be assisting a partner and two other fee-earners in an administrative capacity, primarily dealing with new client documentation and AML checks, as well as providing administrative assistance in the conveyancing process. Relevant experience in a legal environment is desirable, although training will be provided. You should have a real interest in developing a career in this area of law Responsibilities include: File opening AML compliance Administrative exchange formalities, completion and post completion tasks Drafting financial statements and invoices Submitting property forms General administration tasks and updating of internal and external systems You must be able to join ASAP, ideally without a notice period This is a full-time role and some hybrid working may be possible, following their 3 month probationary period and full training Interviews are available immediately. Ask for

So many Job descriptions you see start with the phrase " t his is a unique opportunity " ! This position is one of the " genuinely unique opportunities " we have seen for a Qualified or close to Qualified Accountant, to join a family organisation with a growing portfolio of successful UK businesses. This is for a " personality with the passion for accounting". A professional who is looking to develop their potential through to FD. Snapshot of Duties Take ownership of the Group's general ledgers and financial reporting processes. Lead month-end close, including balance sheet reconciliations and monthly consolidation. Oversee the accounting data input (Xero software) team administration. Prepare, review, and approve all journals posted to the general ledger. Support the annual budgeting process by collaborating with Directors and business units. Prepare and submit the Group's VAT returns. Lead the audit and corporation tax process, ensuring compliance and accuracy. Guide the development of Corporate Business. Assist with ad-hoc projects supporting the Group's expansion. Prepare year-end statutory accounts and lead quarterly grant submissions and audits. About you: You'll be a qualified or (close to) accountant with hands-on experience in financial reporting, audit, or professional services. You'll be organised, resourceful, and confident challenging processes to improve accuracy and efficiency. You'll communicate clearly with internal and external stakeholders and thrive as part of a small finance team. ACA / ACCA qualified Happy to visit some of the key businesses along M4 corridor. Audit or professional services experience preferred Strong organisational skills and attention to detail Comfortable owning complex processes and challenging existing ways of working Clear communicator, collaborative, and a team player Ambitious, self-directing, and passionate about delivering results For full details of the position, package and the future, please apply in confidence.

An exceptionally well appointed and award-winning IFA practice based in Hertfordshire is keen to appoint an experienced IFA . This is an opportunity to join a specialist wealth planning business that prides itself on professionalism, integrity, and long-term client relationships. You will be supported by a highly experienced Technical Paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. Duties will include 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. The role is offered on a hybrid basis and comes with a comprehensive remuneration package. It is available ASAP.

This is an entirely new opportunity ! A 1st class position has just been created within a successful and extremely friendly Accountancy/Wealth and Asset Manager based in Colchester. Working from the offices the role encompasses a full range of technical support administration and suitability report writing. Duties Include: Administration of a full range of Private client Pension and Investment products. Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients. Assisting in the training of new staff, sharing knowledge and best practices in support. Conducting comprehensive research on financial products to support planners in making informed recommendations. Implementing risk analysis techniques to assess and mitigate potential threats to clients' financial objectives. Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy. Participating in professional development opportunities to stay abreast of industry trends and regulations. Maintaining meticulous records of client interactions and financial recommendations, upholding data protection laws. Daily use of Provider Platforms and back office systems. The role offers a competitive salary and range of benefits and is available immediately.

This particular role will tick the boxes if you are looking for Clients, an employed contract and also some flexibility on Office/Home working ! This is a true IFA position. The Role We're seeking an experienced Financial Planner to join a growing advisory team. This is a fantastic opportunity for a highly qualified professional to work with an established client base and contribute to the continued success of our business. You will deliver tailored, holistic financial advice across a range of areas, including investments, pensions, retirement planning, estate planning, and protection - ensuring clients achieve their financial goals with clarity and confidence. Key Responsibilities Provide expert, independent financial planning and advice to new and existing clients. Build and maintain long-term client relationships based on trust and integrity. Conduct comprehensive financial reviews and create bespoke financial plans. Work closely with paraplanning and administrative teams to deliver exceptional client service. Stay up-to-date with regulatory changes and market developments. Identify opportunities for business growth while maintaining the firm's high ethical standards. About You Minimum 5 years' experience in financial planning or wealth management. Proven track record of providing holistic, client-focused advice. What is offered: Competitive salary and bonus structure. Established and loyal client base. Ongoing professional development and CPD support. Supportive, collaborative team culture. Opportunities to contribute to business strategy and client service innovation. Benefits: Company pension Life insurance Cash plan On-site parking Work from home Please apply in confidence to John Heffernan Director of Coast

A new position has arisen within an established, well appointed Lender based in central London. The role of Commercial Mortgage Case Manager To manage all new loan applications through to completion. This will be achieved through establishing and maintaining positive relationships with all internal & external stakeholders, learning and understanding lender criteria, to deliver criteria updates to team members, managing case files, processing and assessing all loan requirements, collecting signed offers and instructing solicitors. Key Responsibilities To take ownership of submitted applications, driving excellent customer service & proactively prioritising to business requirements. Maintain excellent product and criteria knowledge. Work towards agreed SLAs- both individually and in your team Able to take ownership and drive delivery of performance. Adhere & embody all industry regulations and standards. To liaise with team leader on all case issues. Provide feedback on team, other departments, competitors, lenders and introducers. The role is fully office based. Interviews available now. The role offers a comprehensive package and a genuine career path into underwriting.

A rare opportunity has arisen within a specialist Mortgage and Protection operation for a skilled Protection and Insurance Adviser. The role: Insurance and Protection Adviser Employed , full time 40hrs a week, Hybrid working available. Basic salary plus circa 2k a month commission uncapped. Job Summary Our Client seeks a motivated Insurance Advisor to join the team and help clients navigate the complex world of insurance. In this role, you will serve as a trusted consultant, providing expert advice on various insurance products, including critical illness, life, and property insurance. Your energetic approach will empower clients to make informed decisions that protect their futures while fostering long-term relationships. This position offers an exciting opportunity to leverage your sales skills to expand our client base and deliver exceptional customer service. Responsibilities Engage with prospective clients using a CRM database via telephone. Conduct thorough analysis of clients' needs to recommend suitable insurance solutions tailored to their individual circumstances Negotiate policy terms and premiums to achieve mutually beneficial agreements that meet client expectations and company standards Manage sales administration tasks such as processing applications, updating client records, and maintaining accurate documentation Communicate complex insurance concepts clearly and effectively to diverse customer groups Liaise with the mortgage advice team to provide insurance products tailored to the customers mortgage journey. Requirements Experience working in a regulated financial services environment Track record of working to and achieving KPIs /targets Previous experience of making outbound calls Confidence in calling potential clients and building rapport Familiarity with CRM and sales tracking tools Qualifications Ideally CII Level 4/Industry qualifications.

An outstanding new role has arisen for an experienced and Technically proficient Paraplanner to join a respected Wealth Manager/IFA . This is a superb IFA Paraplanner opportunity within one of the most friendly and long established HNW practices we have dealt with in over 25 years. Key Responsibilities: Assisting a high producing IFA Principal. Dealing with Wealthy private clients portfolio's. Attend client meetings and record comprehensive notes Draft detailed, compliant suitability reports Conduct product and investment research Build cashflow models and support complex planning Liaise with providers and manage review prep Play a key role in ensuring a seamless client journey About You: Level 4 Diploma qualified (or progressing towards Chartered) Experience in a Paraplanning role within an IFA Strong technical skills and attention to detail The role is offered on a full time basis with 4 days in office and 1 day from home.

A 1st class administrative opportunity has arisen for an experienced IFA Sales Support technician to join a hugely successful and well established IFA Organisation in Bury St Edmonds. Main Duties and Responsibilities: To process a range of personal investments/Pensions ( GPP and Occupational) To promote and always work towards delivery of Client Best Interest outcomes. To always ensure adherence to policy and procedures, with distinct regard and compliance with the Conflict-of-Interest Policy and Inducement and Incentive policy. To take responsibility for own performance and to identify personal development areas. Assist the wider team and business with your knowledge on an ad hoc basis where business needs require. Ensure awareness and compliance of regulatory responsibilities and ensuring that the consumer outcomes are at the core of work. Support the team to ensure that all advisers supply a full compliant file to the administration team before processing any new business. All clients must be entered onto the back-office system Submit pension and investments to providers online (via providers website) or by post. Chase providers on the progress of business in a timely and effective manner. We are keen to receive applications from experienced Pension/Investment administrators who are keen to join a large and progressive IFA practice. Interviews are available immediately.

A new position has arisen for an experienced Commercial Conveyancing Solicitor (Hybrid) to join an established Commercial Conveyancing specialist in North London. Role Description This is a full-time role for a Commercial Conveyancing Solicitor / Paralegal (at least 1 years experience / 1 years PQE). As a Commercial Conveyancing Solicitor, you will be responsible for handling all aspects of Commercial transactions. Qualifications • A Solicitor (at least 1 years experience/ 1 years PQE) with a valid practising certificate. • Demonstrated experience in handling residential & Commercial property transactions. • Strong knowledge of property law, conveyancing procedures, and legal regulations. • Excellent attention to detail and analytical skills. • Strong communication and interpersonal skills. For a full role profile and client details, please apply in confidence to

An exceptionally well appointed and award-winning IFA practice based close to Leigh-on-Sea is keen to appoint an experienced Financial Adviser. This is an opportunity to join a specialist wealth planning business that prides itself on professionalism, integrity, and long-term client relationships. You will be supported by a highly experienced Technical Paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. Duties will include 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. The role is offered on a hybrid basis and comes with a comprehensive remuneration package. It is available ASAP.

A new position has arisen for an experienced Conveyancing Solicitor ( Hybrid) to join an established Commercial Conveyancing specialist in North London. Role Description This is a full-time role for a Commercial Conveyancing Solicitor / Paralegal (at least 1 years experience / 1 years PQE). As a Commercial Conveyancing Solicitor, you will be responsible for handling all aspects of Commercial transactions. Qualifications • A Solicitor (at least 1 years experience/ 1 years PQE) with a valid practising certificate. • Demonstrated experience in handling residential & Commercial property transactions. • Strong knowledge of property law, conveyancing procedures, and legal regulations. • Excellent attention to detail and analytical skills. • Strong communication and interpersonal skills. For a full role profile and client details, please apply in confidence to us at Coast.

There are over 200 live vacancies in the London area for paraplanners, but this particular one is a rather niche opportunity with a High Net Worth Specialist IFA in prestigious City of London offices. Paraplanner - London (near Bank) Up to £60,000 Hybrid working Are you an experienced Paraplanner looking to join a forward-thinking wealth management firm in the heart of the City? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice. The Role: Based centrally, you will support two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You'll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience. Key Responsibilities: Preparing detailed suitability reports across pensions, investments and protection Conducting technical research and analysis to support advice recommendations Liaising with Advisers, administrators and providers Ensuring all work meets regulatory and compliance standards To be considered for this paraplanner opportunity: At least Diploma Level 4 ( though ideally Chartered status) Previous experience as a Paraplanner within an IFA / wealth management firm Strong technical knowledge across pensions and investments The role is offered on a hybrid basis ( 3 days working from the offices) and is available immediately. Please contact us for immediate consideration.