Job Title: Client Engagement Manager Industry: Financial Services Location: Hybrid (Home + London office) Salary: Up to £60,000 Job Ref: 10047 Recruit UK are working with a leading financial planning organisation who are seeking a Client Engagement Manager to lead and develop their growing engagement hub. This is a great opportunity for someone who enjoys managing people, refining processes, and still being hands-on with high-quality client engagement. The Role: As Client Engagement Manager, you will oversee the full engagement function, starting with managing one associate and expanding the team as lead volume grows. You will work across multiple lead sources, digital, event/webinar-based, and partnerships, ensuring leads are validated, prioritised, and allocated efficiently. Duties include, but are not limited to: Managing, supporting, and developing the Client Engagement Associate Validating leads from multiple sources and allocating them through relevant channels Handling complex or higher priority leads directly Overseeing partnerships, ensuring strong process flow and relationship management Leading webinars, presentations, and client-facing sessions as required Reviewing and improving scripts, KPIs, and quality frameworks Supporting occasional content creation related to client engagement Ensuring data accuracy and consistency across systems Monitoring upcoming calls, pipeline activity, and overall lead quality Driving continuous improvement of engagement processes and team performance Leading by example to demonstrate best practice Working with internal stakeholders to ensure a smooth client experience, and maximisation of results from marketing efforts. Skills and experience required: Level 4 Diploma in Regulated Financial Planning Strong understanding of the financial planning process Experience managing or mentoring a team, or stepping up into leadership (desirable) Proven track record in lead management, client engagement, or advice support roles Comfortable in a target-driven, performance-focused environment Confident hosting webinars or delivering client presentations What's in it for you: Salary up to £60,000 Discretionary bonus 5% pension 25 days holiday + bank holidays (option to buy a further 5 days) Group life cover x4 Private healthcare Hybrid working - home-based with access to London hub locations
May 12, 2026
Full time
Job Title: Client Engagement Manager Industry: Financial Services Location: Hybrid (Home + London office) Salary: Up to £60,000 Job Ref: 10047 Recruit UK are working with a leading financial planning organisation who are seeking a Client Engagement Manager to lead and develop their growing engagement hub. This is a great opportunity for someone who enjoys managing people, refining processes, and still being hands-on with high-quality client engagement. The Role: As Client Engagement Manager, you will oversee the full engagement function, starting with managing one associate and expanding the team as lead volume grows. You will work across multiple lead sources, digital, event/webinar-based, and partnerships, ensuring leads are validated, prioritised, and allocated efficiently. Duties include, but are not limited to: Managing, supporting, and developing the Client Engagement Associate Validating leads from multiple sources and allocating them through relevant channels Handling complex or higher priority leads directly Overseeing partnerships, ensuring strong process flow and relationship management Leading webinars, presentations, and client-facing sessions as required Reviewing and improving scripts, KPIs, and quality frameworks Supporting occasional content creation related to client engagement Ensuring data accuracy and consistency across systems Monitoring upcoming calls, pipeline activity, and overall lead quality Driving continuous improvement of engagement processes and team performance Leading by example to demonstrate best practice Working with internal stakeholders to ensure a smooth client experience, and maximisation of results from marketing efforts. Skills and experience required: Level 4 Diploma in Regulated Financial Planning Strong understanding of the financial planning process Experience managing or mentoring a team, or stepping up into leadership (desirable) Proven track record in lead management, client engagement, or advice support roles Comfortable in a target-driven, performance-focused environment Confident hosting webinars or delivering client presentations What's in it for you: Salary up to £60,000 Discretionary bonus 5% pension 25 days holiday + bank holidays (option to buy a further 5 days) Group life cover x4 Private healthcare Hybrid working - home-based with access to London hub locations
Job Title: CASS Officer Industry: Financial Services Location: Blackpool (Hybrid) Salary: £27,500 - £30,000 DOE Reference Number: 10267 Recruit UK is partnering with a well-respected Wealth Management firm in Blackpool to recruit a CASS Officer to join their expanding team. As a CASS Officer, you will play a key role in ensuring the firm complies with regulations surrounding the protection of client assets, while providing vital administrative support within the CASS department. This is an excellent opportunity to develop your expertise in client money and asset compliance within a growing and supportive team environment. Responsibilities Ensure internal controls are accurate, reconciled, and reported; perform daily client money calculations, monthly monitoring, and investigate any CASS incidents. Produce management reports, maintain company CASS risk matrix and resolution pack, and support internal and external audit processes. What's in it for you: Competitive salary up to £30,000 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: Minimum of 1 years' experience in an internal monitoring or administrative role within financial services. Experience working in a regulated environment. Proficient in Microsoft Office applications, including Word, Excel, and Outlook. Get in touch or apply online to find out more about this opportunity! 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. 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.
May 12, 2026
Full time
Job Title: CASS Officer Industry: Financial Services Location: Blackpool (Hybrid) Salary: £27,500 - £30,000 DOE Reference Number: 10267 Recruit UK is partnering with a well-respected Wealth Management firm in Blackpool to recruit a CASS Officer to join their expanding team. As a CASS Officer, you will play a key role in ensuring the firm complies with regulations surrounding the protection of client assets, while providing vital administrative support within the CASS department. This is an excellent opportunity to develop your expertise in client money and asset compliance within a growing and supportive team environment. Responsibilities Ensure internal controls are accurate, reconciled, and reported; perform daily client money calculations, monthly monitoring, and investigate any CASS incidents. Produce management reports, maintain company CASS risk matrix and resolution pack, and support internal and external audit processes. What's in it for you: Competitive salary up to £30,000 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: Minimum of 1 years' experience in an internal monitoring or administrative role within financial services. Experience working in a regulated environment. Proficient in Microsoft Office applications, including Word, Excel, and Outlook. Get in touch or apply online to find out more about this opportunity! 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. 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.
Job Title: Client Assets Sourcebook Officer Industry: Financial Services Location: Blackpool (Hybrid) Salary: £27,500 - £30,000 DOE Reference Number: 10267 Recruit UK is partnering with a well-respected Wealth Management firm in Blackpool to recruit a CASS Officer to join their expanding team. As a CASS Officer, you will play a key role in ensuring the firm complies with regulations surrounding the protection of client assets, while providing vital administrative support within the CASS department. This is an excellent opportunity to develop your expertise in client money and asset compliance within a growing and supportive team environment. Responsibilities Ensure internal controls are accurate, reconciled, and reported; perform daily client money calculations, monthly monitoring, and investigate any CASS incidents. Produce management reports, maintain company CASS risk matrix and resolution pack, and support internal and external audit processes. What's in it for you: Competitive salary up to £30,000 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: Minimum of 1 years' experience in an internal monitoring or administrative role within financial services. Experience working in a regulated environment. Proficient in Microsoft Office applications, including Word, Excel, and Outlook. Get in touch or apply online to find out more about this opportunity! 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. 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.
May 12, 2026
Full time
Job Title: Client Assets Sourcebook Officer Industry: Financial Services Location: Blackpool (Hybrid) Salary: £27,500 - £30,000 DOE Reference Number: 10267 Recruit UK is partnering with a well-respected Wealth Management firm in Blackpool to recruit a CASS Officer to join their expanding team. As a CASS Officer, you will play a key role in ensuring the firm complies with regulations surrounding the protection of client assets, while providing vital administrative support within the CASS department. This is an excellent opportunity to develop your expertise in client money and asset compliance within a growing and supportive team environment. Responsibilities Ensure internal controls are accurate, reconciled, and reported; perform daily client money calculations, monthly monitoring, and investigate any CASS incidents. Produce management reports, maintain company CASS risk matrix and resolution pack, and support internal and external audit processes. What's in it for you: Competitive salary up to £30,000 (depending on experience) 25 days' annual leave, increasing with length of service Auto-enrolment pension Share Incentive Plan Private Medical Insurance Death in Service (DIS) cover Income Protection Enhanced maternity leave Paid paternity leave Electric car scheme Cycle to work scheme Hybrid working arrangement following probation Skills and experience required: Minimum of 1 years' experience in an internal monitoring or administrative role within financial services. Experience working in a regulated environment. Proficient in Microsoft Office applications, including Word, Excel, and Outlook. Get in touch or apply online to find out more about this opportunity! 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. 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.
Job Title: Administrator Industry: Financial Planning Location: Swansea Salary: £26,000 - £30,000 Job Reference: 9920 Job Description: Recruit UK are working with a fantastic, family run Financial Planning company on the outskirts of Swansea, who are looking for an Administrator to join their back-office team. This role will see you working directly with experienced Financial Advisers who specialise in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. You'll have ample opportunity to progress your skills and experience or stick within administration - whatever works for you! Duties will include but not limited to: Maintaining back-office system and client records Preparing for client meetings Supporting with client research, preparing recommendations, valuations etc. Booking and arranging client meetings Answering client calls, liaising with product providers and dealing with ad-hoc client requests Benefits: Competitive salary of £26,000 - £30,000 5% pension contribution 25 days holiday On site parking Private medical insurance Shadow and support highly experience advisers Exam support and funding, if desired Skills and experience required: Experience working within Financial Service industry essential (e.g. financial planning, accountancy, insurance etc) Good understand of UK products and market Experience with the above duties
May 02, 2026
Full time
Job Title: Administrator Industry: Financial Planning Location: Swansea Salary: £26,000 - £30,000 Job Reference: 9920 Job Description: Recruit UK are working with a fantastic, family run Financial Planning company on the outskirts of Swansea, who are looking for an Administrator to join their back-office team. This role will see you working directly with experienced Financial Advisers who specialise in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. You'll have ample opportunity to progress your skills and experience or stick within administration - whatever works for you! Duties will include but not limited to: Maintaining back-office system and client records Preparing for client meetings Supporting with client research, preparing recommendations, valuations etc. Booking and arranging client meetings Answering client calls, liaising with product providers and dealing with ad-hoc client requests Benefits: Competitive salary of £26,000 - £30,000 5% pension contribution 25 days holiday On site parking Private medical insurance Shadow and support highly experience advisers Exam support and funding, if desired Skills and experience required: Experience working within Financial Service industry essential (e.g. financial planning, accountancy, insurance etc) Good understand of UK products and market Experience with the above duties
Job Title: Office Administrator Industry: Financial Advice Location: Coventry Salary: £25,000 - £29,000 DOE Reference Number: 10327 Job Description: Recruit UK is working on an exciting opportunity for an Office Administrator to join a well-established wealth management firm based in Coventry. As an Office Administrator you support the day-to-day operations of the office, including general administrative tasks, coordinating office supplies, handling commission statements, and preparing client contact packs. What's in it for you: Salary Up to £29,000 (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: A minimum of 1 year of experience working as Administrator or similar roles in the Financial Services industry. Strong communication skills and attention to detail. Proficient in Microsoft Office Get in touch or apply online to find out more about this opportunity! 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. 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.
May 02, 2026
Full time
Job Title: Office Administrator Industry: Financial Advice Location: Coventry Salary: £25,000 - £29,000 DOE Reference Number: 10327 Job Description: Recruit UK is working on an exciting opportunity for an Office Administrator to join a well-established wealth management firm based in Coventry. As an Office Administrator you support the day-to-day operations of the office, including general administrative tasks, coordinating office supplies, handling commission statements, and preparing client contact packs. What's in it for you: Salary Up to £29,000 (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: A minimum of 1 year of experience working as Administrator or similar roles in the Financial Services industry. Strong communication skills and attention to detail. Proficient in Microsoft Office Get in touch or apply online to find out more about this opportunity! 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. 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.
