The Opportunity:We are partnering with a highly dynamic, international organisation seeking a Senior HR Business Partner to support its Corporate and Commercial functions across EMEA.This is a strategic and hands on role, offering the opportunity to operate at senior leadership level, influence organisational design, and drive impactful people strategies across a complex, multi region environment.You will act as a trusted advisor to senior stakeholders, helping shape and deliver initiatives that enhance performance, engagement and long term business growth.Key Responsibilities:Strategic HR PartnershipPartner with senior leaders to define and deliver aligned people strategiesProvide expert coaching and insight across organisation design, workforce planning and successionInfluence decision making at a senior level within a matrix environmentTalent & Workforce Management:Lead performance and talent development initiatives, including succession planning and high potential identificationSupport strategic hiring plans in collaboration with talent acquisitionChampion diversity, equity and inclusion initiatives across the regionEmployee Relations & Risk Management:Lead on complex employee relations matters, ensuring fair and consistent application of policyProvide guidance on disciplinary, grievance and compliance issuesBalance commercial outcomes with legal and ethical considerationsOperational Excellence:Drive continuous improvement across HR processes and systemsUse data and insights to inform decision making and improve outcomesPartner with centres of excellence across learning, reward and engagementAbout You:Proven experience as a Senior HR Business Partner within a complex, fast paced organisationStrong track record of influencing senior stakeholders and leading through changeExperience operating across multiple regions or international marketsDeep understanding of employment law and HR best practiceCommercially astute with strong analytical capabilityExcellent communication and relationship building skillsComfortable working in a matrix structure and across time zonesWhy Apply:High impact, strategic role with real influence at leadership levelInternational exposure across a diverse and evolving businessOpportunity to shape people strategy in a growth environmentFlexible hybrid working based in BristolArtis Recruitment provide specialist recruitment services within HR, Finance, IT, Procurement, Marketing, Customer Contact and Executive Search. By applying to this position, you acknowledge that you have read and accept our Privacy Policy:
Mar 22, 2026
Full time
The Opportunity:We are partnering with a highly dynamic, international organisation seeking a Senior HR Business Partner to support its Corporate and Commercial functions across EMEA.This is a strategic and hands on role, offering the opportunity to operate at senior leadership level, influence organisational design, and drive impactful people strategies across a complex, multi region environment.You will act as a trusted advisor to senior stakeholders, helping shape and deliver initiatives that enhance performance, engagement and long term business growth.Key Responsibilities:Strategic HR PartnershipPartner with senior leaders to define and deliver aligned people strategiesProvide expert coaching and insight across organisation design, workforce planning and successionInfluence decision making at a senior level within a matrix environmentTalent & Workforce Management:Lead performance and talent development initiatives, including succession planning and high potential identificationSupport strategic hiring plans in collaboration with talent acquisitionChampion diversity, equity and inclusion initiatives across the regionEmployee Relations & Risk Management:Lead on complex employee relations matters, ensuring fair and consistent application of policyProvide guidance on disciplinary, grievance and compliance issuesBalance commercial outcomes with legal and ethical considerationsOperational Excellence:Drive continuous improvement across HR processes and systemsUse data and insights to inform decision making and improve outcomesPartner with centres of excellence across learning, reward and engagementAbout You:Proven experience as a Senior HR Business Partner within a complex, fast paced organisationStrong track record of influencing senior stakeholders and leading through changeExperience operating across multiple regions or international marketsDeep understanding of employment law and HR best practiceCommercially astute with strong analytical capabilityExcellent communication and relationship building skillsComfortable working in a matrix structure and across time zonesWhy Apply:High impact, strategic role with real influence at leadership levelInternational exposure across a diverse and evolving businessOpportunity to shape people strategy in a growth environmentFlexible hybrid working based in BristolArtis Recruitment provide specialist recruitment services within HR, Finance, IT, Procurement, Marketing, Customer Contact and Executive Search. By applying to this position, you acknowledge that you have read and accept our Privacy Policy:
Recruit Wealth are delighted to be representing one of the UK's fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join. Due to continued growth, a new opportunity has been created for a talented Paraplanner to join their Newcastle regional hub. This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients. The Role: As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service. Your responsibilities will include: Producing high quality suitability reports Conducting detailed research on financial products, providers and strategies Supporting Financial Planners with client reviews and ongoing planning needs Acting as a technical support contact for the financial planner and client queries Submitting applications to providers and managing documentation Maintaining accurate, compliant and well-presented client records Ensuring all work is completed in line with FCA and internal compliance standards About You You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team. Ideally you will have: Previous paraplanning experience with financial advice Diploma qualified and willing to study further Experience with Intelligent Office, highly desirable Strong analytical and research skills Excellent attention to detail and organisational ability The confidence to manage multiple priorities effectively Outstanding communication and teamwork skills Strong IT skills including Word, Excel and PowerPoint What's On Offer This business is passionate about investing in its people and supporting long-term careers within financial planning. Benefits include: 25 days holiday + bank holidays Option to purchase up to 5 additional days holiday Your birthday off Quarterly paraplanning bonus scheme Annual salary reviews Full study support for professional qualifications, CPD Adviser Academy and clear career progression pathways Staff recognition and annual awards Hybrid/flexible working Private pension Life assurance Corporate eye-care cover The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Mar 22, 2026
Full time
Recruit Wealth are delighted to be representing one of the UK's fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join. Due to continued growth, a new opportunity has been created for a talented Paraplanner to join their Newcastle regional hub. This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients. The Role: As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service. Your responsibilities will include: Producing high quality suitability reports Conducting detailed research on financial products, providers and strategies Supporting Financial Planners with client reviews and ongoing planning needs Acting as a technical support contact for the financial planner and client queries Submitting applications to providers and managing documentation Maintaining accurate, compliant and well-presented client records Ensuring all work is completed in line with FCA and internal compliance standards About You You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team. Ideally you will have: Previous paraplanning experience with financial advice Diploma qualified and willing to study further Experience with Intelligent Office, highly desirable Strong analytical and research skills Excellent attention to detail and organisational ability The confidence to manage multiple priorities effectively Outstanding communication and teamwork skills Strong IT skills including Word, Excel and PowerPoint What's On Offer This business is passionate about investing in its people and supporting long-term careers within financial planning. Benefits include: 25 days holiday + bank holidays Option to purchase up to 5 additional days holiday Your birthday off Quarterly paraplanning bonus scheme Annual salary reviews Full study support for professional qualifications, CPD Adviser Academy and clear career progression pathways Staff recognition and annual awards Hybrid/flexible working Private pension Life assurance Corporate eye-care cover The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Job Title: Business Tax Senior Manager Location: City of London - 2/3 days in the office per week Salary: £82,000 - £90,000 + Benefits Package! The Role: This client-facing role offers the opportunity to provide proactive corporation tax services to an exciting portfolio of clients in the Property/Real Estate sector. You'll work collaboratively within a team environment while managing your own responsibilities and meeting critical deadlines. Key Responsibilities: Manage corporation tax compliance processes for a diverse portfolio of corporate clients, including standalone entities and international groups Build and maintain strong client relationships through effective communication at all levels Provide expert tax advisory services to partners and clients across multiple areas, i.e. exit planning strategies, acquisitions and disposals, R&D, venture capital etc. Demonstrate creativity in recognising potential tax opportunities and pitfalls Line manage junior staff members Contribute to firm growth through involvement in new client proposals Attend networking events and industry functions The Individual: Previous experience managing a client portfolio, including group structures CTA/ACA qualified (or equivalent professional qualification) Strong Microsoft Office skills (Outlook, Excel, Word) Solid understanding of UK corporation tax legislation and international tax principles Excellent communication skills with ability to engage effectively at all levels Proven influencing and negotiation capabilities Strong organisational skills with ability to meet deadlines consistently Willingness to take on management responsibilities and develop junior colleagues
Mar 22, 2026
Full time
Job Title: Business Tax Senior Manager Location: City of London - 2/3 days in the office per week Salary: £82,000 - £90,000 + Benefits Package! The Role: This client-facing role offers the opportunity to provide proactive corporation tax services to an exciting portfolio of clients in the Property/Real Estate sector. You'll work collaboratively within a team environment while managing your own responsibilities and meeting critical deadlines. Key Responsibilities: Manage corporation tax compliance processes for a diverse portfolio of corporate clients, including standalone entities and international groups Build and maintain strong client relationships through effective communication at all levels Provide expert tax advisory services to partners and clients across multiple areas, i.e. exit planning strategies, acquisitions and disposals, R&D, venture capital etc. Demonstrate creativity in recognising potential tax opportunities and pitfalls Line manage junior staff members Contribute to firm growth through involvement in new client proposals Attend networking events and industry functions The Individual: Previous experience managing a client portfolio, including group structures CTA/ACA qualified (or equivalent professional qualification) Strong Microsoft Office skills (Outlook, Excel, Word) Solid understanding of UK corporation tax legislation and international tax principles Excellent communication skills with ability to engage effectively at all levels Proven influencing and negotiation capabilities Strong organisational skills with ability to meet deadlines consistently Willingness to take on management responsibilities and develop junior colleagues
INTERNAL AUDIT SENIOR RISK ADVISORY (x2) Location: West Midlands and South West, England The role Our client, a leading global advisory firm, is looking for someone to join their team as Senior Internal Audit Adviser. In this role, you will deliver, supervise and/or manage multiple assignments, these may be complex and varied. You will work closely with Managers, Directors and Partners, build client relationships, assist with strategy and help drive marketing and business development. Skills/Qualifications You will have a proactive and solutions based approach ACA, ACCA, MIIA or CCAB qualified Relevant experience of risk management, internal audit and systems and controls testing Awareness of compliance, legislative and market issues relevant to client businesses Desirable Sarbanes-Oxley Act (SOX) experience (US/UK/Other) IT assurance experience Experience of working with Not-for-Profit organisations Third party attestation services experience e.g. ISAE3402 etc. Project management experience Full driving licence and own car is preferable, with flexibility to travel on a regular basis locally with potential for wider travel if required Brimstone Consulting is an equal opportunities employer.
Mar 22, 2026
Full time
INTERNAL AUDIT SENIOR RISK ADVISORY (x2) Location: West Midlands and South West, England The role Our client, a leading global advisory firm, is looking for someone to join their team as Senior Internal Audit Adviser. In this role, you will deliver, supervise and/or manage multiple assignments, these may be complex and varied. You will work closely with Managers, Directors and Partners, build client relationships, assist with strategy and help drive marketing and business development. Skills/Qualifications You will have a proactive and solutions based approach ACA, ACCA, MIIA or CCAB qualified Relevant experience of risk management, internal audit and systems and controls testing Awareness of compliance, legislative and market issues relevant to client businesses Desirable Sarbanes-Oxley Act (SOX) experience (US/UK/Other) IT assurance experience Experience of working with Not-for-Profit organisations Third party attestation services experience e.g. ISAE3402 etc. Project management experience Full driving licence and own car is preferable, with flexibility to travel on a regular basis locally with potential for wider travel if required Brimstone Consulting is an equal opportunities employer.
Audit Senior/Semi Senior - 9 Partner Firm- Eastleigh Are you an ambitious accountant looking to join a well-established, independent firm that combines specialist expertise with a personal, client-focused approach Our client is a well-established independent accountancy firm based in Hampshire, offering a full range of accounting, audit, tax, and business advisory services. They work with businesses of all sizes across various sectors, providing proactive support that goes beyond compliance to help clients improve performance and achieve their strategic goals. The firm combines specialist expertise with a personal approach, delivering services such as audit and assurance, corporate tax planning, payroll, VAT support, and business growth advice, with a strong reputation in the region. Audit Senior/Semi Senior responsibilities will include: Assist in planning and executing audit engagements for a varied client portfolio Prepare and review working papers, financial statements, and audit reports Test balances, internal controls, and financial processes Identify and document audit risks and findings Liaise with clients to gather information and clarify accounting treatments Supervise and coach junior staff Support audit managers and partners with planning and client communications Ensure compliance with accounting standards and firm policies As a Audit Senior/Semi Senior you will be/have: ACA or ACCA Part-Qualified, or AAT Qualified (Ideally with first time passes) At least 18 months experience including audit testing Demonstrate the desire to complete your qualification In return, as a Audit Senior/Semi Senior, you will receive: Flexible working hours & "dress for your day" policy Study support and professional membership fee reimbursement Contributory pension scheme, life assurance, and optional private medical Annual discretionary bonus Enhanced maternity, paternity, and adoption leave Cycle to Work and electric vehicle salary sacrifice schemes Holiday allowance: 20-25 days plus bank holidays Employee Assistance Programme and wellbeing support Social and sporting events, including charity activities Referral bonuses for clients and staff If you are looking for Audit Senior/Semi Senior jobs in Hampshire, please contact Austin Rose, the public practice recruitment specialists.
Mar 22, 2026
Full time
Audit Senior/Semi Senior - 9 Partner Firm- Eastleigh Are you an ambitious accountant looking to join a well-established, independent firm that combines specialist expertise with a personal, client-focused approach Our client is a well-established independent accountancy firm based in Hampshire, offering a full range of accounting, audit, tax, and business advisory services. They work with businesses of all sizes across various sectors, providing proactive support that goes beyond compliance to help clients improve performance and achieve their strategic goals. The firm combines specialist expertise with a personal approach, delivering services such as audit and assurance, corporate tax planning, payroll, VAT support, and business growth advice, with a strong reputation in the region. Audit Senior/Semi Senior responsibilities will include: Assist in planning and executing audit engagements for a varied client portfolio Prepare and review working papers, financial statements, and audit reports Test balances, internal controls, and financial processes Identify and document audit risks and findings Liaise with clients to gather information and clarify accounting treatments Supervise and coach junior staff Support audit managers and partners with planning and client communications Ensure compliance with accounting standards and firm policies As a Audit Senior/Semi Senior you will be/have: ACA or ACCA Part-Qualified, or AAT Qualified (Ideally with first time passes) At least 18 months experience including audit testing Demonstrate the desire to complete your qualification In return, as a Audit Senior/Semi Senior, you will receive: Flexible working hours & "dress for your day" policy Study support and professional membership fee reimbursement Contributory pension scheme, life assurance, and optional private medical Annual discretionary bonus Enhanced maternity, paternity, and adoption leave Cycle to Work and electric vehicle salary sacrifice schemes Holiday allowance: 20-25 days plus bank holidays Employee Assistance Programme and wellbeing support Social and sporting events, including charity activities Referral bonuses for clients and staff If you are looking for Audit Senior/Semi Senior jobs in Hampshire, please contact Austin Rose, the public practice recruitment specialists.
My client is a scaling FinTech that provides best in class investment technology platform and investment administration services for large, UK institutional investors. We are currently looking for a new member of their small Client Relations team. This is a perfect first step into Investment Management and will give a thorough grounding in investment platform technology, with specific responsibility for the production, accuracy and analysis of client reporting. Working closely with the team lead, the Client Relations Analyst will take a proactive role in providing first-class support to institutional pension schemes and their professional advisors. Tasks will include: Assist with the end-to-end production process for client reports that includes fund factsheets, quarterly fund performance, transaction costs and ESG. Support clients with day-to-day administration enquiries, both by email and telephone Escalate queries when necessary to relevant internal team, and coordinate their response to client Undertake project work as required The team focus on delivering high standards of client service, and this role will ensure that data integrity not only meets client expectations, but also evolves to keep pace with client needs and market developments - so a healthy interest in technology, innovation and process improvement will be invaluable! The successful applicant will: Have the ability to process, interpret and analyse large volumes of data quickly and accurately. Demonstrable skills and experience with Microsoft Excel (advanced Excel skills highly beneficial), Word and Outlook Deal confidently and professionally with management, other key business stakeholders and external investment fund managers Be able to manage increasing levels of responsibilities, deadlines and relationships, both internally and externally Have a problem-solving and inquisitive nature Possess excellent communications skills both written & verbal, and inter-personal This is a fantastic opportunity and we're looking for either a recent Grad looking for their first step into investments, or someone with some previous investment or Pensions experience who understands the importance of, and thrives in, a collaborative team environment. Ideally, you will have experience of working directly with clients, but a proactive attitude and genuine willingness to learn and grow will be the most important attributes you can bring to the role. On offer is a basic salary of £29,000 to £38,000 dependent on relevant experience, plus bonus and benefits (Private Medical Insurance, Life Cover, 25 days holiday etc.) and the opportunity to work within a collaborative and sociable office environment. Career prospects are good and the company are happy to support study towards relevant professional qualifications such as Investment Operations Certificate and Investment Management Certificate.
Mar 22, 2026
Full time
My client is a scaling FinTech that provides best in class investment technology platform and investment administration services for large, UK institutional investors. We are currently looking for a new member of their small Client Relations team. This is a perfect first step into Investment Management and will give a thorough grounding in investment platform technology, with specific responsibility for the production, accuracy and analysis of client reporting. Working closely with the team lead, the Client Relations Analyst will take a proactive role in providing first-class support to institutional pension schemes and their professional advisors. Tasks will include: Assist with the end-to-end production process for client reports that includes fund factsheets, quarterly fund performance, transaction costs and ESG. Support clients with day-to-day administration enquiries, both by email and telephone Escalate queries when necessary to relevant internal team, and coordinate their response to client Undertake project work as required The team focus on delivering high standards of client service, and this role will ensure that data integrity not only meets client expectations, but also evolves to keep pace with client needs and market developments - so a healthy interest in technology, innovation and process improvement will be invaluable! The successful applicant will: Have the ability to process, interpret and analyse large volumes of data quickly and accurately. Demonstrable skills and experience with Microsoft Excel (advanced Excel skills highly beneficial), Word and Outlook Deal confidently and professionally with management, other key business stakeholders and external investment fund managers Be able to manage increasing levels of responsibilities, deadlines and relationships, both internally and externally Have a problem-solving and inquisitive nature Possess excellent communications skills both written & verbal, and inter-personal This is a fantastic opportunity and we're looking for either a recent Grad looking for their first step into investments, or someone with some previous investment or Pensions experience who understands the importance of, and thrives in, a collaborative team environment. Ideally, you will have experience of working directly with clients, but a proactive attitude and genuine willingness to learn and grow will be the most important attributes you can bring to the role. On offer is a basic salary of £29,000 to £38,000 dependent on relevant experience, plus bonus and benefits (Private Medical Insurance, Life Cover, 25 days holiday etc.) and the opportunity to work within a collaborative and sociable office environment. Career prospects are good and the company are happy to support study towards relevant professional qualifications such as Investment Operations Certificate and Investment Management Certificate.
Recruit Wealth are delighted to be representing one of the UK's most recognised and highly respected national Financial Planning and Wealth Management names. Our client is renowned for delivering truly independent, expert financial advice combined with exceptional client service. Their mission is simple but powerful - to make a genuine difference to people's lives by helping clients achieve financial security and live the life they want and deserve. With 30+ offices nationwide and over 200 qualified Financial Planners, the business is a prominent and well-established name within the Financial Planning profession. Thanks to continued growth, strong client demand and private equity backing, the company is expanding across the UK and is now looking to appoint experienced Paraplanners to join several of their regional teams & offices. The Opportunity This is a fantastic opportunity to join a highly professional, collaborative and forward-thinking Financial Planning environment, where Paraplanners are valued as an integral part of the advice process. Working closely with Financial Planners and IFA Administrators, you will play a key role in delivering high-quality financial planning solutions, ensuring clients receive well-researched, accurate and compliant advice. Your responsibilities will include: Working alongside Financial Planners to understand client objectives and financial planning needs Assisting in gathering and analysing client information to build a complete financial picture Ensuring all information obtained is aligned with internal policy Identifying planning opportunities and researching appropriate solutions to meet client goals Assisting with tax calculations and planning strategies where required Preparing comprehensive financial suitability reports and recommendations for adviser approval Ensuring all compliance documentation is complete and accurate prior to presenting advice Preparing supporting documentation and recommendation packs for clients Ensuring all signed client authorisations are in place before any transaction is implemented Skills, Experience & Desirable Attributes At least 2 years' experience in a Paraplanning role Strong knowledge of pensions, investments and financial planning processes DipPFS qualified or very close to being qualified and wanting to study further Experience preparing financial suitability reports and conducting research Strong analytical ability with excellent attention to detail Confident communicator with strong client service awareness Highly organised with the ability to prioritise and manage multiple cases Comfortable working with financial planning systems and research tools Professional, dependable and able to work effectively both independently and as part of a team Demonstrates integrity, enthusiasm and a genuine commitment to delivering quality advice support What's On Offer Our client is known for creating a positive, supportive and professional working environment where employees are genuinely valued and encouraged to develop their careers. Benefits include: Competitive salary Hybrid working Private pension Generous annual holiday allowance with increases based on length of service Group Life Cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Full support for professional exams and continuous professional development Clear progression opportunities within the financial planning team These opportunities will be particularly attractive to experienced Paraplanners seeking to join a highly respected, growing Financial Planning firm where their expertise is valued and their career development is genuinely supported. With strong financial backing and ambitious growth plans, this organisation is on course to become one of the largest and most influential names in UK Financial Planning. Recruit Wealth holds this business in extremely high regard and we welcome applications from individuals looking for a long-term, rewarding career within a progressive advisory firm. Apply to Recruit Wealth for an immediate response.
Mar 22, 2026
Full time
Recruit Wealth are delighted to be representing one of the UK's most recognised and highly respected national Financial Planning and Wealth Management names. Our client is renowned for delivering truly independent, expert financial advice combined with exceptional client service. Their mission is simple but powerful - to make a genuine difference to people's lives by helping clients achieve financial security and live the life they want and deserve. With 30+ offices nationwide and over 200 qualified Financial Planners, the business is a prominent and well-established name within the Financial Planning profession. Thanks to continued growth, strong client demand and private equity backing, the company is expanding across the UK and is now looking to appoint experienced Paraplanners to join several of their regional teams & offices. The Opportunity This is a fantastic opportunity to join a highly professional, collaborative and forward-thinking Financial Planning environment, where Paraplanners are valued as an integral part of the advice process. Working closely with Financial Planners and IFA Administrators, you will play a key role in delivering high-quality financial planning solutions, ensuring clients receive well-researched, accurate and compliant advice. Your responsibilities will include: Working alongside Financial Planners to understand client objectives and financial planning needs Assisting in gathering and analysing client information to build a complete financial picture Ensuring all information obtained is aligned with internal policy Identifying planning opportunities and researching appropriate solutions to meet client goals Assisting with tax calculations and planning strategies where required Preparing comprehensive financial suitability reports and recommendations for adviser approval Ensuring all compliance documentation is complete and accurate prior to presenting advice Preparing supporting documentation and recommendation packs for clients Ensuring all signed client authorisations are in place before any transaction is implemented Skills, Experience & Desirable Attributes At least 2 years' experience in a Paraplanning role Strong knowledge of pensions, investments and financial planning processes DipPFS qualified or very close to being qualified and wanting to study further Experience preparing financial suitability reports and conducting research Strong analytical ability with excellent attention to detail Confident communicator with strong client service awareness Highly organised with the ability to prioritise and manage multiple cases Comfortable working with financial planning systems and research tools Professional, dependable and able to work effectively both independently and as part of a team Demonstrates integrity, enthusiasm and a genuine commitment to delivering quality advice support What's On Offer Our client is known for creating a positive, supportive and professional working environment where employees are genuinely valued and encouraged to develop their careers. Benefits include: Competitive salary Hybrid working Private pension Generous annual holiday allowance with increases based on length of service Group Life Cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Full support for professional exams and continuous professional development Clear progression opportunities within the financial planning team These opportunities will be particularly attractive to experienced Paraplanners seeking to join a highly respected, growing Financial Planning firm where their expertise is valued and their career development is genuinely supported. With strong financial backing and ambitious growth plans, this organisation is on course to become one of the largest and most influential names in UK Financial Planning. Recruit Wealth holds this business in extremely high regard and we welcome applications from individuals looking for a long-term, rewarding career within a progressive advisory firm. Apply to Recruit Wealth for an immediate response.
We are currently looking for an experienced Mortgage Advisor to join our clients, a nationally recognised Mortgage division, who are looking to add to their team in Stoke. The role will be working in a busy office with leads provided. The successful Mortgage Advisor will be offered: Basic Salary £24,000 - £28,000 Strong Commission structure OTE £50,000 - £70,000 Car allowance Great Progression Opportunities Guarantee Working hours: Full Time Monday - Friday and alternate Saturdays (with a lieu day provided) Mortgage Advisor requirements: Driven to achieve targets and have the ability to offer excellent customer service. Ability to deal with 1st appointments and subsequent sign-ups. CeMAP Qualified Full UK Driving license. Responsibilities for the role of Mortgage Advisor: Liaising with staff to ensure effective referrals. Giving face-to-face advice to potential buyers in the branch Chasing potential leads and generating new business Providing a high level of service in line with compliance
Mar 22, 2026
Full time
We are currently looking for an experienced Mortgage Advisor to join our clients, a nationally recognised Mortgage division, who are looking to add to their team in Stoke. The role will be working in a busy office with leads provided. The successful Mortgage Advisor will be offered: Basic Salary £24,000 - £28,000 Strong Commission structure OTE £50,000 - £70,000 Car allowance Great Progression Opportunities Guarantee Working hours: Full Time Monday - Friday and alternate Saturdays (with a lieu day provided) Mortgage Advisor requirements: Driven to achieve targets and have the ability to offer excellent customer service. Ability to deal with 1st appointments and subsequent sign-ups. CeMAP Qualified Full UK Driving license. Responsibilities for the role of Mortgage Advisor: Liaising with staff to ensure effective referrals. Giving face-to-face advice to potential buyers in the branch Chasing potential leads and generating new business Providing a high level of service in line with compliance
FIXED TERM CONTRACT - 18 MONTHS We are looking for a Fixed Term HR Co-ordinator toassist the HR Employee lifecycle team which is responsible for providing front-line service to all Thames Water employees and managers. This role requires someone with great organisational and administration skills to support the daily administration ensuring employees are paid accurately and on time. What you'll be doing as a HR Coordinator Supporting HR Administration across the People Team Act as the first point of contact for customer enquiries forwarding specialist requests toother members of the HR department as appropriate Maintain data using Company specific systems ensuring that records are accurate and up to date Generate and issue formal documentation, such as employment contracts, as required Undertake ad hoc project work when required Communicate with a broad range of people in a courteous and professional manner Liaising with Line managers, the IT Service Desk, and the wider business Updating employee records with changes to pension contributions Undertaking ad-hoc reporting and providing project support as required Taking responsibility for your workload and owning queries/cases through to resolution. If unable to resolve, triage and communicate effectively with all involved Ensuring achievement of Key Performance Indicators (KPIs) Working collaboratively and providing support to others within the People Services team Base Location: Hybrid - Reading Working Pattern or hours: 36 hours What you should bring to the role To thrive in this role, the essential criteria you'll need is: Great organisational skills Able to multi-task Highly organised and responsive, with an ability to deal with a high volume of queries each day Great communication skills Great IT skills including use of Microsoft Outlook Advanced level of Excel Resilient and able to be flexible to change in demands, whilst remaining approachable. Trustworthy, with the ability to maintain confidentiality Able to be a positive ambassador for the People Team, representing your role and function positively and professionally at all times Able to work in a remote HR Advisory service using a similar service model/approach is desirable; able to visit TW sites, as required What's in it for you? Competitive salary up to £28,000 per annum, depending on experience Annual Leave - 24 days holiday per year increasing to 28 with the length of service (plus bank holidays) Performance-related pay plan directly linked to company performance measures and targets Generous Pension Scheme through AON Access to lots of benefits to help you take care of you and your family's health and wellbeing, and your finances - from annual health MOTs and access to physiotherapy and counselling, to Cycle to Work schemes, shopping vouchers and life assurance. Find out more about our benefits and perks (Please note different T&Cs apply if on secondment) Who are we? We're the UK's largest water and wastewater company, with more than 16 million customers relying on us every day to supply water for their taps and toilets. We want to build a better future for all, helping our customers, communities, people, and the planet to thrive. It's a big job and we've got a long way to go, so we need help from passionate and skilled people, committed to making a difference and getting us to where we want to be in the years and decades to come. Learn more about our purpose and values Working at Thames Water Thames Water is a unique, rewarding, and diverse place to work, where every day you can make a difference, yet no day is the same. As part of our family, you'll enjoy meaningful career opportunities, flexible working arrangements and excellent benefits.If you're looking for a sustainable and successful career where you can make a daily difference to millions of people's lives while helping to protect the world of water for future generations, we'll be here to support you every step of the way. Together, we can build a better future for our customers, our region, and our planet.Real purpose, real support, real opportunities. Come and join the Thames Water family. Why choose us? Learn more.We're committed to being a great, diverse, and inclusive place to work. We welcome applications from everyone and want to ensure you feel supported throughout the recruitment process . If you need any adjustments, whether that's extra time, accessible formats, or anything else just let us know , we're here to help and support . When a crisis happens, we all rally around to support our customers. As part of Team Thames, you'll have the opportunity to sign up to support our customers on the frontline as an ambassador. Full training will be given for what is undoubtedly an incredibly rewarding experience. It's also a great opportunity to learn more about our business and meet colleagues. Disclaimer: due to the high volume of applications we receive, we may close the advert earlier than the advertised date, so we encourage you to apply as soon as possible to avoid disappointment.
Mar 22, 2026
Full time
FIXED TERM CONTRACT - 18 MONTHS We are looking for a Fixed Term HR Co-ordinator toassist the HR Employee lifecycle team which is responsible for providing front-line service to all Thames Water employees and managers. This role requires someone with great organisational and administration skills to support the daily administration ensuring employees are paid accurately and on time. What you'll be doing as a HR Coordinator Supporting HR Administration across the People Team Act as the first point of contact for customer enquiries forwarding specialist requests toother members of the HR department as appropriate Maintain data using Company specific systems ensuring that records are accurate and up to date Generate and issue formal documentation, such as employment contracts, as required Undertake ad hoc project work when required Communicate with a broad range of people in a courteous and professional manner Liaising with Line managers, the IT Service Desk, and the wider business Updating employee records with changes to pension contributions Undertaking ad-hoc reporting and providing project support as required Taking responsibility for your workload and owning queries/cases through to resolution. If unable to resolve, triage and communicate effectively with all involved Ensuring achievement of Key Performance Indicators (KPIs) Working collaboratively and providing support to others within the People Services team Base Location: Hybrid - Reading Working Pattern or hours: 36 hours What you should bring to the role To thrive in this role, the essential criteria you'll need is: Great organisational skills Able to multi-task Highly organised and responsive, with an ability to deal with a high volume of queries each day Great communication skills Great IT skills including use of Microsoft Outlook Advanced level of Excel Resilient and able to be flexible to change in demands, whilst remaining approachable. Trustworthy, with the ability to maintain confidentiality Able to be a positive ambassador for the People Team, representing your role and function positively and professionally at all times Able to work in a remote HR Advisory service using a similar service model/approach is desirable; able to visit TW sites, as required What's in it for you? Competitive salary up to £28,000 per annum, depending on experience Annual Leave - 24 days holiday per year increasing to 28 with the length of service (plus bank holidays) Performance-related pay plan directly linked to company performance measures and targets Generous Pension Scheme through AON Access to lots of benefits to help you take care of you and your family's health and wellbeing, and your finances - from annual health MOTs and access to physiotherapy and counselling, to Cycle to Work schemes, shopping vouchers and life assurance. Find out more about our benefits and perks (Please note different T&Cs apply if on secondment) Who are we? We're the UK's largest water and wastewater company, with more than 16 million customers relying on us every day to supply water for their taps and toilets. We want to build a better future for all, helping our customers, communities, people, and the planet to thrive. It's a big job and we've got a long way to go, so we need help from passionate and skilled people, committed to making a difference and getting us to where we want to be in the years and decades to come. Learn more about our purpose and values Working at Thames Water Thames Water is a unique, rewarding, and diverse place to work, where every day you can make a difference, yet no day is the same. As part of our family, you'll enjoy meaningful career opportunities, flexible working arrangements and excellent benefits.If you're looking for a sustainable and successful career where you can make a daily difference to millions of people's lives while helping to protect the world of water for future generations, we'll be here to support you every step of the way. Together, we can build a better future for our customers, our region, and our planet.Real purpose, real support, real opportunities. Come and join the Thames Water family. Why choose us? Learn more.We're committed to being a great, diverse, and inclusive place to work. We welcome applications from everyone and want to ensure you feel supported throughout the recruitment process . If you need any adjustments, whether that's extra time, accessible formats, or anything else just let us know , we're here to help and support . When a crisis happens, we all rally around to support our customers. As part of Team Thames, you'll have the opportunity to sign up to support our customers on the frontline as an ambassador. Full training will be given for what is undoubtedly an incredibly rewarding experience. It's also a great opportunity to learn more about our business and meet colleagues. Disclaimer: due to the high volume of applications we receive, we may close the advert earlier than the advertised date, so we encourage you to apply as soon as possible to avoid disappointment.
A fantastic interim opportunity for an experienced senior People leader to shape, lead and deliver a high-impact People Partnering and Employee Relationsfunction during a period of organisational change. You'll oversee a dispersed team, support senior stakeholders, and drive a forward-looking people agenda that enhances organisational performance and employee experience. Client Details This is a forward-thinking national not-for-profit organisation with main office in York & Sussex , known for its commitment to creating meaningful change. The organisation is undergoing a period of change, requiring strong leadership within their People function to ensure stability, engagement and strategic alignment. This role can be based remotely with the exception of being required to go onsite (either York or Sussex 1-2 days per month) Description As the Head of People Business Partnering & Reward, you will: Leadership & Strategy Lead and develop a high-performing team of Business Partners, ER specialists and reward professionals. Act as a senior advisor to operational and executive leaders, ensuring People considerations influence strategic decision-making. Contribute to shaping organisational people strategy, policy development and a consistent, values-led culture. People Partnering & ER Drive delivery of the full suite of people partnering and ER activities across the organisation. Provide expert guidance on complex ER cases, organisational change, restructures, TUPE and consultation. Ensure compliance with employment legislation, regulatory requirements and best practice. Change, Projects & Continuous Improvement Lead major people-related projects - including site changes, restructures, policy development and legislative updates. Use data and insights to drive performance and capability, identifying trends and implementing solutions. Build strong relationships between People teams and Operations, improving processes and service delivery. Stakeholder Engagement Represent the People function at senior leadership meetings, acting as a coach, challenger and trusted partner. Support resource planning, senior recruitment, and succession discussions. Profile You will be a credible, strategic and hands-on HR leader who brings: Essential Experience Significant experience leading People Partnering and/or ER functions at a senior level. Strong background in organisational change, complex ER, and strategic people planning. Proven experience working with executive leaders and influencing at senior levels. Expertise in reward, compensation and benefits design. Up-to-date knowledge of employment law and best practice. Experience leading dispersed teams across multiple locations. Skills & Attributes A strategic thinker, able to turn insight into action. Strong leadership, coaching capability and team-development skills. Commercial, pragmatic, solutions-focused approach. Excellent communication, stakeholder management and relationship-building skills. Resilient, organised and confident managing high-volume and fast-moving work. Comfortable working autonomously while driving collaboration. Qualifications CIPD Level 7 or equivalent experience. Additional HR-related or leadership qualifications desirable. Other Requirements Ability to travel to key sites 1-2 times per month (predominantly South of England and York Job Offer Competitive salary ranging from £70,000 to £80,000 per annum. 12 month FTC Remote working opportunities, offering flexibility and work-life balance. A fixed-term contract with the chance to make a significant organisational impact. Opportunity to contribute to the not-for-profit sector in a meaningful way.
Mar 22, 2026
Full time
A fantastic interim opportunity for an experienced senior People leader to shape, lead and deliver a high-impact People Partnering and Employee Relationsfunction during a period of organisational change. You'll oversee a dispersed team, support senior stakeholders, and drive a forward-looking people agenda that enhances organisational performance and employee experience. Client Details This is a forward-thinking national not-for-profit organisation with main office in York & Sussex , known for its commitment to creating meaningful change. The organisation is undergoing a period of change, requiring strong leadership within their People function to ensure stability, engagement and strategic alignment. This role can be based remotely with the exception of being required to go onsite (either York or Sussex 1-2 days per month) Description As the Head of People Business Partnering & Reward, you will: Leadership & Strategy Lead and develop a high-performing team of Business Partners, ER specialists and reward professionals. Act as a senior advisor to operational and executive leaders, ensuring People considerations influence strategic decision-making. Contribute to shaping organisational people strategy, policy development and a consistent, values-led culture. People Partnering & ER Drive delivery of the full suite of people partnering and ER activities across the organisation. Provide expert guidance on complex ER cases, organisational change, restructures, TUPE and consultation. Ensure compliance with employment legislation, regulatory requirements and best practice. Change, Projects & Continuous Improvement Lead major people-related projects - including site changes, restructures, policy development and legislative updates. Use data and insights to drive performance and capability, identifying trends and implementing solutions. Build strong relationships between People teams and Operations, improving processes and service delivery. Stakeholder Engagement Represent the People function at senior leadership meetings, acting as a coach, challenger and trusted partner. Support resource planning, senior recruitment, and succession discussions. Profile You will be a credible, strategic and hands-on HR leader who brings: Essential Experience Significant experience leading People Partnering and/or ER functions at a senior level. Strong background in organisational change, complex ER, and strategic people planning. Proven experience working with executive leaders and influencing at senior levels. Expertise in reward, compensation and benefits design. Up-to-date knowledge of employment law and best practice. Experience leading dispersed teams across multiple locations. Skills & Attributes A strategic thinker, able to turn insight into action. Strong leadership, coaching capability and team-development skills. Commercial, pragmatic, solutions-focused approach. Excellent communication, stakeholder management and relationship-building skills. Resilient, organised and confident managing high-volume and fast-moving work. Comfortable working autonomously while driving collaboration. Qualifications CIPD Level 7 or equivalent experience. Additional HR-related or leadership qualifications desirable. Other Requirements Ability to travel to key sites 1-2 times per month (predominantly South of England and York Job Offer Competitive salary ranging from £70,000 to £80,000 per annum. 12 month FTC Remote working opportunities, offering flexibility and work-life balance. A fixed-term contract with the chance to make a significant organisational impact. Opportunity to contribute to the not-for-profit sector in a meaningful way.
Pension Administrator Leicester Salary up to 30,000 2 days Hybrid working is available Our client is a well established firm of Independent Financial Planners, who offers specialist financial, taxation and independent investment advice for both individual clients and businesses in the UK and internationally. A newly created vacancy is available to work from their offices in Leicester for a Pensions Administrator to join their SSAS team. Providing a professional and effective administrative service for the SIPP & SASS Schemes, daily responsibilities will include; " Undertake all aspects of administration of a portfolio of SSAS Clients. " Working in a team under the guidance of a team leader and Senior Managers and Directors tasks " Monitor own work flow and prioritisation of outstanding work. " Maintain a full and efficient diary system. " Assist other team members and cover for absence of other administration staff where required. " Communicating with clients, financial advisors, solicitors, accountants, H M Revenue & Customs, fund managers, insurance companies and other professional connections by letter, telephone, e-mail and fax. " Occasional attendance at client meetings with a senior colleague where required. The successful candidate will need to have previous experience working as a pension Administrator - knowledge of OMNI database would be beneficial however this is by no means essential. You will have excellent understanding of Microsoft systems Word, Outlook, Excel and PowerPoint as well as having solid communication skills and the ability to multi-task. Our Client is looking for a self starter, proactive individual, who has the passion and drive to succeed in a fast paced, professional environment. For more information please contact one of our specialist consultants quoting REF: NJR16553
Mar 22, 2026
Full time
Pension Administrator Leicester Salary up to 30,000 2 days Hybrid working is available Our client is a well established firm of Independent Financial Planners, who offers specialist financial, taxation and independent investment advice for both individual clients and businesses in the UK and internationally. A newly created vacancy is available to work from their offices in Leicester for a Pensions Administrator to join their SSAS team. Providing a professional and effective administrative service for the SIPP & SASS Schemes, daily responsibilities will include; " Undertake all aspects of administration of a portfolio of SSAS Clients. " Working in a team under the guidance of a team leader and Senior Managers and Directors tasks " Monitor own work flow and prioritisation of outstanding work. " Maintain a full and efficient diary system. " Assist other team members and cover for absence of other administration staff where required. " Communicating with clients, financial advisors, solicitors, accountants, H M Revenue & Customs, fund managers, insurance companies and other professional connections by letter, telephone, e-mail and fax. " Occasional attendance at client meetings with a senior colleague where required. The successful candidate will need to have previous experience working as a pension Administrator - knowledge of OMNI database would be beneficial however this is by no means essential. You will have excellent understanding of Microsoft systems Word, Outlook, Excel and PowerPoint as well as having solid communication skills and the ability to multi-task. Our Client is looking for a self starter, proactive individual, who has the passion and drive to succeed in a fast paced, professional environment. For more information please contact one of our specialist consultants quoting REF: NJR16553
An established Guernsey-based fiduciary business is strengthening its compliance function and is seeking a Compliance Analyst to join a growing second-line team. This is a hands-on role offering broad exposure across fiduciary, AML and regulatory compliance, working closely with senior compliance leadership in a collaborative, on-island team. If you are not in a dedicated compliance role today but are keen to transition fully into compliance, this could be an excellent opportunity to do so. THE ROLE You will support the compliance function in meeting regulatory obligations and maintaining a strong risk and control environment. The role sits firmly within the second line and focuses on oversight, monitoring and advisory support rather than client administration. Key responsibilities include compliance monitoring and testing, maintaining registers and logs, supporting regulatory interactions and returns, managing day-to-day compliance queries, and assisting with policies, procedures and internal guidance. You will also support AML/CFT oversight, including sanctions screening, CDD reviews and business risk assessments, as well as contributing to training, remediation work and ongoing regulatory projects. ABOUT YOU You will have experience within compliance, AML or fiduciary services in Guernsey, with a working knowledge of local regulatory requirements. Candidates from trust, fiduciary, AML or regulatory backgrounds will be considered, including those looking to step into a dedicated compliance role. A professional compliance or AML qualification (or active study towards one) is advantageous, as is experience with compliance monitoring programmes, remediation exercises and regulatory engagement. You will be adaptable, detail-focused and comfortable working in a small, growing team where priorities can evolve. Strong written and verbal communication skills are essential. THE OPPORTUNITY This is an excellent opportunity to join a business investing in its compliance framework, offering long-term development, exposure to senior stakeholders and a clear pathway to progression within a structured compliance team.
Mar 22, 2026
Full time
An established Guernsey-based fiduciary business is strengthening its compliance function and is seeking a Compliance Analyst to join a growing second-line team. This is a hands-on role offering broad exposure across fiduciary, AML and regulatory compliance, working closely with senior compliance leadership in a collaborative, on-island team. If you are not in a dedicated compliance role today but are keen to transition fully into compliance, this could be an excellent opportunity to do so. THE ROLE You will support the compliance function in meeting regulatory obligations and maintaining a strong risk and control environment. The role sits firmly within the second line and focuses on oversight, monitoring and advisory support rather than client administration. Key responsibilities include compliance monitoring and testing, maintaining registers and logs, supporting regulatory interactions and returns, managing day-to-day compliance queries, and assisting with policies, procedures and internal guidance. You will also support AML/CFT oversight, including sanctions screening, CDD reviews and business risk assessments, as well as contributing to training, remediation work and ongoing regulatory projects. ABOUT YOU You will have experience within compliance, AML or fiduciary services in Guernsey, with a working knowledge of local regulatory requirements. Candidates from trust, fiduciary, AML or regulatory backgrounds will be considered, including those looking to step into a dedicated compliance role. A professional compliance or AML qualification (or active study towards one) is advantageous, as is experience with compliance monitoring programmes, remediation exercises and regulatory engagement. You will be adaptable, detail-focused and comfortable working in a small, growing team where priorities can evolve. Strong written and verbal communication skills are essential. THE OPPORTUNITY This is an excellent opportunity to join a business investing in its compliance framework, offering long-term development, exposure to senior stakeholders and a clear pathway to progression within a structured compliance team.
Our clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands. They have an excellent reputation and have a huge amount of business coming through, Therefore can provide leads and help build your client bank and earning potential. As a Self-Employed Independent Financial Advisor, working from home is available to the successful candidate after an induction period has been completed. Package: £50,000 - £150,000 OTE - Unlimited earning potential 70% - 30% split Full support is provided on all systems and no monthly additional fees. Leads are provided to help grow existing client bank As a Financial Advisor your role will involve: As a Self-Employed Independent Financial Advisor, you will contact clients and book meetings for in-depth reviews of the client's financial circumstances, current provisions, and future aims. Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports. Researching an approved panel of product providers and providing clients with information on new and existing products and services. Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained. Develop and maintain client relationships Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built. For the Financial Advisor role you must have: Fully qualified advisor (Diploma in Regulated Financial Planning) Must have their own client bank with funds under management Excellent communicator with an exceptional grasp of the English Language; both written and spoken. You will be computer literate with exceptional attention to detail. You will be highly self-motivated with the ability to offer excellent financial advise
Mar 22, 2026
Full time
Our clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands. They have an excellent reputation and have a huge amount of business coming through, Therefore can provide leads and help build your client bank and earning potential. As a Self-Employed Independent Financial Advisor, working from home is available to the successful candidate after an induction period has been completed. Package: £50,000 - £150,000 OTE - Unlimited earning potential 70% - 30% split Full support is provided on all systems and no monthly additional fees. Leads are provided to help grow existing client bank As a Financial Advisor your role will involve: As a Self-Employed Independent Financial Advisor, you will contact clients and book meetings for in-depth reviews of the client's financial circumstances, current provisions, and future aims. Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports. Researching an approved panel of product providers and providing clients with information on new and existing products and services. Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained. Develop and maintain client relationships Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built. For the Financial Advisor role you must have: Fully qualified advisor (Diploma in Regulated Financial Planning) Must have their own client bank with funds under management Excellent communicator with an exceptional grasp of the English Language; both written and spoken. You will be computer literate with exceptional attention to detail. You will be highly self-motivated with the ability to offer excellent financial advise
Job Role: Compliance Support Administrator - Financial Services Location: Sheffield Salary: £25,000 - £32,000 DOE We are partnering with an established and growing financial planning firm seeking a Compliance Support Administrator to join its team. This is a varied role combining high-quality client administration with hands-on regulatory and compliance support. This opportunity would suit someone with strong Financial Services or Compliance Administration alongside Intelligent Office experience. Someone who enjoys working with data, reporting, and regulatory processes, while remaining close to the advisory and client support function. You will provide day-to-day administrative support to advisers while also assisting with compliance and regulatory activities. Responsibilities include: Maintaining accurate and compliant client records within Intelligent Office (iO). Liaising with product providers and managing workflow tasks. Extracting and preparing data for FCA reporting (including PROD, complaints MI and Consumer Duty metrics). Maintaining compliance registers (breaches, T&C). Submitting files for external review and tracking outcomes. Supporting audits, KPI reporting and internal process improvements. We're looking for someone with: 2-3+ years' experience within financial planning, IFA, or wealth management. Strong working knowledge of Intelligent Office (essential). Good understanding of FCA regulations including SM&CR, Consumer Duty, and T&C frameworks. Highly organised with excellent attention to detail. Confident using Excel and producing management information. Working towards or interested in studying towards the CII Level 4 Diploma What's on offer: Competitive salary + discretionary bonus Workplace Pension, Life Insurance, Health Cash Plan 25 days holiday + bank holidays + option to purchase more Flexible working hours Exam and study support If you are interested in learning more about this unique and exciting role, please get in contact with us at Capio!
Mar 22, 2026
Full time
Job Role: Compliance Support Administrator - Financial Services Location: Sheffield Salary: £25,000 - £32,000 DOE We are partnering with an established and growing financial planning firm seeking a Compliance Support Administrator to join its team. This is a varied role combining high-quality client administration with hands-on regulatory and compliance support. This opportunity would suit someone with strong Financial Services or Compliance Administration alongside Intelligent Office experience. Someone who enjoys working with data, reporting, and regulatory processes, while remaining close to the advisory and client support function. You will provide day-to-day administrative support to advisers while also assisting with compliance and regulatory activities. Responsibilities include: Maintaining accurate and compliant client records within Intelligent Office (iO). Liaising with product providers and managing workflow tasks. Extracting and preparing data for FCA reporting (including PROD, complaints MI and Consumer Duty metrics). Maintaining compliance registers (breaches, T&C). Submitting files for external review and tracking outcomes. Supporting audits, KPI reporting and internal process improvements. We're looking for someone with: 2-3+ years' experience within financial planning, IFA, or wealth management. Strong working knowledge of Intelligent Office (essential). Good understanding of FCA regulations including SM&CR, Consumer Duty, and T&C frameworks. Highly organised with excellent attention to detail. Confident using Excel and producing management information. Working towards or interested in studying towards the CII Level 4 Diploma What's on offer: Competitive salary + discretionary bonus Workplace Pension, Life Insurance, Health Cash Plan 25 days holiday + bank holidays + option to purchase more Flexible working hours Exam and study support If you are interested in learning more about this unique and exciting role, please get in contact with us at Capio!
Account Executive - Commercial Insurance Job Market - Insurance Account Executive - Commercial Insurance - About the role My client are looking for an Account Executive to join their Commercial Insurance Team. This role is ideal for someone currently operating as a Senior Account Handler or Junior Account Executive who is ready to take the next step into a more client-facing, commercially driven position. You will inherit an established book of business (circa £100,000 GWP), which will give you the opportunity to focus on developing relationships, grow the book, and build new business with support from the wider team Predominantly SME commercial risks, including: Property owners Small to mid-sized manufacturing Motor trade Construction (general builders / smaller construction risks) The role involves regular client visits across London and the Home Counties, so candidates must be comfortable travelling and engaging face-to-face with clients. Account Executive - Commercial Insurance - Key duties You will work closely with clients to provide tailored advice, manage policy renewals, and navigate the complexities of the insurance market. This is a proactive, results-driven role that requires a mix of new business development, strong client service, and in-depth industry knowledge. Client Relationship Management: Act as a strategic advisor to your clients, building deep, consultative relationships based on trust, expertise, and consistency. Anticipate client needs by maintaining a strong understanding of their business challenges and market landscape. Deliver a personalised experience, tailoring solutions and communications to fit client profiles, business types, and industry sectors. Champion client satisfaction, proactively resolving issues and continuously seeking ways to add value and improve retention. New Business Development: Drive growth by identifying, pursuing, and converting new business opportunities across your network, referrals, and the wider market. Adopt a consultative approach to understand prospective clients' needs, delivering bespoke insurance solutions that demonstrate value and build trust. Build a strong personal pipeline through proactive outreach, networking events, and by leveraging existing relationships to create warm leads. Collaborate with marketing and internal teams to support campaign activity, nurture prospects, and follow up on inbound enquiries. Renewal and Policy Management: Lead the end-to-end renewal cycle, ensuring timely engagement, effective negotiation, and optimal policy outcomes for each client. Use insights and benchmarking data to justify terms and demonstrate value to clients during the renewal process. Support clients through changes in risk profile, reviewing their coverage as their businesses evolve or expand. Ensure retention through proactivity, clear communication, and by consistently exceeding expectations. Account Executive - Commercial Insurance - Key requirements Experience in commercial insurance (Account Handler, Junior AE, or Account Executive level) Good understanding of insurance products and markets Strong knowledge of insurance products, markets, and underwriting processes. Demonstrated ability to generate new business through networking, referrals, and proactive sales efforts. Experience in managing client portfolios, understanding their evolving needs, and ensuring long-term client retention Along with our client, we are committed to a diverse workforce and as such recruit from a wide available pool of talent, with the hiring, assessment and selection process being fair, free from bias and one which ensures the right person is selected for the job, based on merit. We treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances. A copy of our D&I policy can be made available upon request.
Mar 22, 2026
Full time
Account Executive - Commercial Insurance Job Market - Insurance Account Executive - Commercial Insurance - About the role My client are looking for an Account Executive to join their Commercial Insurance Team. This role is ideal for someone currently operating as a Senior Account Handler or Junior Account Executive who is ready to take the next step into a more client-facing, commercially driven position. You will inherit an established book of business (circa £100,000 GWP), which will give you the opportunity to focus on developing relationships, grow the book, and build new business with support from the wider team Predominantly SME commercial risks, including: Property owners Small to mid-sized manufacturing Motor trade Construction (general builders / smaller construction risks) The role involves regular client visits across London and the Home Counties, so candidates must be comfortable travelling and engaging face-to-face with clients. Account Executive - Commercial Insurance - Key duties You will work closely with clients to provide tailored advice, manage policy renewals, and navigate the complexities of the insurance market. This is a proactive, results-driven role that requires a mix of new business development, strong client service, and in-depth industry knowledge. Client Relationship Management: Act as a strategic advisor to your clients, building deep, consultative relationships based on trust, expertise, and consistency. Anticipate client needs by maintaining a strong understanding of their business challenges and market landscape. Deliver a personalised experience, tailoring solutions and communications to fit client profiles, business types, and industry sectors. Champion client satisfaction, proactively resolving issues and continuously seeking ways to add value and improve retention. New Business Development: Drive growth by identifying, pursuing, and converting new business opportunities across your network, referrals, and the wider market. Adopt a consultative approach to understand prospective clients' needs, delivering bespoke insurance solutions that demonstrate value and build trust. Build a strong personal pipeline through proactive outreach, networking events, and by leveraging existing relationships to create warm leads. Collaborate with marketing and internal teams to support campaign activity, nurture prospects, and follow up on inbound enquiries. Renewal and Policy Management: Lead the end-to-end renewal cycle, ensuring timely engagement, effective negotiation, and optimal policy outcomes for each client. Use insights and benchmarking data to justify terms and demonstrate value to clients during the renewal process. Support clients through changes in risk profile, reviewing their coverage as their businesses evolve or expand. Ensure retention through proactivity, clear communication, and by consistently exceeding expectations. Account Executive - Commercial Insurance - Key requirements Experience in commercial insurance (Account Handler, Junior AE, or Account Executive level) Good understanding of insurance products and markets Strong knowledge of insurance products, markets, and underwriting processes. Demonstrated ability to generate new business through networking, referrals, and proactive sales efforts. Experience in managing client portfolios, understanding their evolving needs, and ensuring long-term client retention Along with our client, we are committed to a diverse workforce and as such recruit from a wide available pool of talent, with the hiring, assessment and selection process being fair, free from bias and one which ensures the right person is selected for the job, based on merit. We treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances. A copy of our D&I policy can be made available upon request.
Trainee Paraplanner - Sunderland Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
Mar 22, 2026
Full time
Trainee Paraplanner - Sunderland Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
VolkerFitzpatrick offers a range and depth of civil engineering, infrastructure and building services. We contribute to vital parts of the nation's life through projects of strategic importance, while delivering those less visible, yet essential, works required by both private and public sectors. We build, renew, maintain highways, airports, railway infrastructure, and commercial, industrial and e click apply for full job details
Mar 22, 2026
Full time
VolkerFitzpatrick offers a range and depth of civil engineering, infrastructure and building services. We contribute to vital parts of the nation's life through projects of strategic importance, while delivering those less visible, yet essential, works required by both private and public sectors. We build, renew, maintain highways, airports, railway infrastructure, and commercial, industrial and e click apply for full job details
Trainee Paraplanner - Glasgow Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. Hybrid working A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
Mar 22, 2026
Full time
Trainee Paraplanner - Glasgow Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. Hybrid working A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
About The Role Build a Career That Shapes the Future of Healthcare Business Case Specialist - Healthcare Advisory Services - UK (Flexible location, with travel as required) Currie & Brown, a global leader in construction and physical asset management consultancy, is expanding its Healthcare Advisory team and is looking for a talented Business Case Specialist to help drive major healthcare infras click apply for full job details
Mar 22, 2026
Full time
About The Role Build a Career That Shapes the Future of Healthcare Business Case Specialist - Healthcare Advisory Services - UK (Flexible location, with travel as required) Currie & Brown, a global leader in construction and physical asset management consultancy, is expanding its Healthcare Advisory team and is looking for a talented Business Case Specialist to help drive major healthcare infras click apply for full job details
Are you a senior Corporate Tax professional with a strong technical focus in M&A who's ready to step into Partnership? This is a unique opportunity to join a forward-looking, mid-tier practice as an M&A Tax Partner - with a clear route from fixed profit share to full equity.Our client is a progressive and growing mid-tier accountancy firm with a strong reputation across Corporate Tax and wider advisory services. With a collaborative culture and an established client base, the firm continues to attract entrepreneurial and fast-growing businesses, giving you exposure to complex and engaging transactions. They pride themselves on offering Partners a genuine voice in shaping the future direction of the practice. Responsibilities: As an M&A Tax Partner, you will • Lead on technical aspects of M&A tax work, including complex structuring, due diligence, reorganisations and international considerations.• Provide high-level technical support to Partners and Directors across Corporate Tax.• Acting as a trusted advisor to clients on transactions, ensuring technical excellence and compliance.• Support the development of the Corporate Tax team through technical leadership and mentoring.• Involvement in strategic decisions as part of the Partnership group Requirements: As an M&A Tax Partner, you will need • Proven track record as a Senior Corporate Tax professional, ideally at Director or Partner level, with a strong M&A focus.• Exceptional technical expertise in M&A tax, with the ability to handle complex transactions independently.• ACA/CTA (or equivalent) qualified.• Collaborative approach, with the ability to work closely with Partners and support the development of junior staff.• While this is not a BD-heavy role, the ability to build strong internal and client relationships is essential Benefits: As an M&A Tax Partner, you will get • Progression potential within role towards equity• Opportunity to join a growing service line and build a team around you• Ability to step into a roe and firm with a pool of work ready to goIf you're seeking a technically focused M&A Tax Partner opportunity with a clear pathway to equity, we'd love to hear from you. Apply today or get in touch in confidence to discuss further. Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Mar 22, 2026
Full time
Are you a senior Corporate Tax professional with a strong technical focus in M&A who's ready to step into Partnership? This is a unique opportunity to join a forward-looking, mid-tier practice as an M&A Tax Partner - with a clear route from fixed profit share to full equity.Our client is a progressive and growing mid-tier accountancy firm with a strong reputation across Corporate Tax and wider advisory services. With a collaborative culture and an established client base, the firm continues to attract entrepreneurial and fast-growing businesses, giving you exposure to complex and engaging transactions. They pride themselves on offering Partners a genuine voice in shaping the future direction of the practice. Responsibilities: As an M&A Tax Partner, you will • Lead on technical aspects of M&A tax work, including complex structuring, due diligence, reorganisations and international considerations.• Provide high-level technical support to Partners and Directors across Corporate Tax.• Acting as a trusted advisor to clients on transactions, ensuring technical excellence and compliance.• Support the development of the Corporate Tax team through technical leadership and mentoring.• Involvement in strategic decisions as part of the Partnership group Requirements: As an M&A Tax Partner, you will need • Proven track record as a Senior Corporate Tax professional, ideally at Director or Partner level, with a strong M&A focus.• Exceptional technical expertise in M&A tax, with the ability to handle complex transactions independently.• ACA/CTA (or equivalent) qualified.• Collaborative approach, with the ability to work closely with Partners and support the development of junior staff.• While this is not a BD-heavy role, the ability to build strong internal and client relationships is essential Benefits: As an M&A Tax Partner, you will get • Progression potential within role towards equity• Opportunity to join a growing service line and build a team around you• Ability to step into a roe and firm with a pool of work ready to goIf you're seeking a technically focused M&A Tax Partner opportunity with a clear pathway to equity, we'd love to hear from you. Apply today or get in touch in confidence to discuss further. Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
