RMK Talent Solutions is partnering with a leading investment management company based in Nottingham to find a dedicated Sales Support Analyst. This role offers an exciting opportunity for individuals who possess a strong analytical mindset, enjoy engaging with data, and have a passion for supporting sales in a dynamic environment. You will play a vital part in providing essential support to the strategic partners team, working closely with key clients (top tier wealth managers and financial advisers) and colleagues to ensure seamless operations and high-quality service delivery. The ideal candidate is curious, proactive, and committed to working with integrity and professionalism. Responsibilities Assist the sales team with data analysis, reporting, and forecasting to support sales strategies and decision-making. Provide support to key clients by managing queries, preparing reports, and ensuring efficient communication channels. Utilise Excel to compile, analyse, and visualise data, supporting strategic initiatives with accurate insights. Coordinate and facilitate regular updates and meetings with stakeholders, ensuring timely delivery of information. Maintain and update CRM and other relevant databases, ensuring data accuracy and integrity. Support the team in preparing presentations and sales documentation as needed. Requirements Strong analytical skills with experience working in data-intensive environments. Proficiency in Excel, including advanced functions such as pivot tables, VLOOKUPs, and data visualisation. Excellent communication and organisational abilities, with a proactive approach to work. Prior experience supporting sales teams or client management is advantageous. A curious mindset with the ability to work independently and ethically in a demanding environment. Experience within investment management or related financial services is desirable, but not essential. Joining this organisation means becoming part of a reputable firm that values professionalism, innovation, and employee development. You will benefit from a competitive salary, ongoing professional growth opportunities, and a positive supportive team environment where your skills can truly make an impact. If you are a driven individual with a passion for data, sales support, and analytics, we encourage you to apply for this exciting role today. Take the next step in your career with RMK Talent Solutions and help us find the perfect fit for your talents.
Mar 11, 2026
Full time
RMK Talent Solutions is partnering with a leading investment management company based in Nottingham to find a dedicated Sales Support Analyst. This role offers an exciting opportunity for individuals who possess a strong analytical mindset, enjoy engaging with data, and have a passion for supporting sales in a dynamic environment. You will play a vital part in providing essential support to the strategic partners team, working closely with key clients (top tier wealth managers and financial advisers) and colleagues to ensure seamless operations and high-quality service delivery. The ideal candidate is curious, proactive, and committed to working with integrity and professionalism. Responsibilities Assist the sales team with data analysis, reporting, and forecasting to support sales strategies and decision-making. Provide support to key clients by managing queries, preparing reports, and ensuring efficient communication channels. Utilise Excel to compile, analyse, and visualise data, supporting strategic initiatives with accurate insights. Coordinate and facilitate regular updates and meetings with stakeholders, ensuring timely delivery of information. Maintain and update CRM and other relevant databases, ensuring data accuracy and integrity. Support the team in preparing presentations and sales documentation as needed. Requirements Strong analytical skills with experience working in data-intensive environments. Proficiency in Excel, including advanced functions such as pivot tables, VLOOKUPs, and data visualisation. Excellent communication and organisational abilities, with a proactive approach to work. Prior experience supporting sales teams or client management is advantageous. A curious mindset with the ability to work independently and ethically in a demanding environment. Experience within investment management or related financial services is desirable, but not essential. Joining this organisation means becoming part of a reputable firm that values professionalism, innovation, and employee development. You will benefit from a competitive salary, ongoing professional growth opportunities, and a positive supportive team environment where your skills can truly make an impact. If you are a driven individual with a passion for data, sales support, and analytics, we encourage you to apply for this exciting role today. Take the next step in your career with RMK Talent Solutions and help us find the perfect fit for your talents.
Role: Practice Administrator Location: Brighton Hours: Monday - Friday, 9:30am - 5:30pm (1 hour lunch break) Pay: 26,000 - 29,000 per annum An excellent opportunity has arisen for a Practice Administrator to join one of our clients based in Brighton . The business provides professional financial advice to a diverse client base across a range of planning and investment areas. The practice has built a strong reputation over a number of years, developing a loyal client base and continuing to grow steadily. Benefits 26,000 - 29,000 basic salary Pension Opportunity to join a well-established practice The Requirements Previous experience in an administration or PA role within a financial advice or wealth management business Experience working within a partner financial planning practice is advantageous Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Experience using CRM or client management systems (e.g. Salesforce) beneficial Strong written and verbal communication skills with excellent client interaction Highly organised with strong attention to detail Ability to manage competing priorities and work to deadlines Self-motivated with a proactive, positive attitude Comfortable working independently and taking initiative The Role Greeting clients and supporting them ahead of meetings with the Financial Adviser Managing the adviser's diary, arranging and coordinating client appointments Preparing client welcome packs and review documentation Maintaining and updating client records on internal systems and CRM platforms Preparing and obtaining quotations and illustrations from product providers Processing applications accurately and preparing relevant pre- and post-sale documentation Sending and following up letters of authority with financial institutions Assisting with fund switches and withdrawal requests Drafting basic suitability reports for reviews and simple advice cases Producing investment performance charts and supporting analysis where required Liaising with clients and external contacts via telephone and email Providing general administrative support including filing, scanning and document preparation Supporting the organisation of client events Maintaining office supplies and supporting the smooth day-to-day running of the office If you're keen to join an exceptional team who can offer a supportive environment within a well-established and growing practice , then please apply to this Practice Administrator role below or call Jamie Watson on (phone number removed) between 9:00am - 5:30pm .
Mar 11, 2026
Full time
Role: Practice Administrator Location: Brighton Hours: Monday - Friday, 9:30am - 5:30pm (1 hour lunch break) Pay: 26,000 - 29,000 per annum An excellent opportunity has arisen for a Practice Administrator to join one of our clients based in Brighton . The business provides professional financial advice to a diverse client base across a range of planning and investment areas. The practice has built a strong reputation over a number of years, developing a loyal client base and continuing to grow steadily. Benefits 26,000 - 29,000 basic salary Pension Opportunity to join a well-established practice The Requirements Previous experience in an administration or PA role within a financial advice or wealth management business Experience working within a partner financial planning practice is advantageous Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Experience using CRM or client management systems (e.g. Salesforce) beneficial Strong written and verbal communication skills with excellent client interaction Highly organised with strong attention to detail Ability to manage competing priorities and work to deadlines Self-motivated with a proactive, positive attitude Comfortable working independently and taking initiative The Role Greeting clients and supporting them ahead of meetings with the Financial Adviser Managing the adviser's diary, arranging and coordinating client appointments Preparing client welcome packs and review documentation Maintaining and updating client records on internal systems and CRM platforms Preparing and obtaining quotations and illustrations from product providers Processing applications accurately and preparing relevant pre- and post-sale documentation Sending and following up letters of authority with financial institutions Assisting with fund switches and withdrawal requests Drafting basic suitability reports for reviews and simple advice cases Producing investment performance charts and supporting analysis where required Liaising with clients and external contacts via telephone and email Providing general administrative support including filing, scanning and document preparation Supporting the organisation of client events Maintaining office supplies and supporting the smooth day-to-day running of the office If you're keen to join an exceptional team who can offer a supportive environment within a well-established and growing practice , then please apply to this Practice Administrator role below or call Jamie Watson on (phone number removed) between 9:00am - 5:30pm .
Self-Employed Protection Adviser Sales-Driven High Earning Potential Hammersmith Full-time Commission-only Capricorn Financial is London's largest independent mortgage brokerage, with a rapidly growing protection business built on strong mortgage volumes and consistent internal referrals. As part of our continued growth, we are actively recruiting and expanding our protection adviser team, inclu
Mar 10, 2026
Full time
Self-Employed Protection Adviser Sales-Driven High Earning Potential Hammersmith Full-time Commission-only Capricorn Financial is London's largest independent mortgage brokerage, with a rapidly growing protection business built on strong mortgage volumes and consistent internal referrals. As part of our continued growth, we are actively recruiting and expanding our protection adviser team, inclu
Legal Counsel (Fixed Term) - EMEA & APAC - London page is loaded Legal Counsel (Fixed Term) - EMEA & APAC - Londonlocations: Londontime type: Full timeposted on: Posted 2 Days Agojob requisition id: REQ102059 We are passionate about our business and our culture, and are seeking individuals with that same drive. About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 21 geographic locations in North and South America, Europe, the Middle East, Asia and Australia Overview of the Legal & Compliance Team The Legal & Compliance function at Moelis & Company provides strategic, commercial and regulatory advice to support the Firm's global advisory business. The team partners closely with investment bankers and corporate functions to manage legal and regulatory risk while enabling the Firm's continued growth across jurisdictions.Operating in a fast-paced, cross-border environment, the team delivers pragmatic, solutions-focused advice on transactional, regulatory and operational matters. Moelis' collaborative and entrepreneurial culture empowers Legal & Compliance professionals to take ownership, engage directly with senior stakeholders, and have meaningful impact on the Firm's business. Position Description: This is a London-based maternity cover role within Moelis & Company's integrated Legal & Compliance team. The Legal Counsel will support a broad range of legal, regulatory and commercial matters across EMEA and APAC, covering jurisdictions including the UK, France, the Netherlands, Germany, Dubai, Saudi Arabia, India, Hong Kong and China.Reporting to the EMEA & APAC Head of Legal and working as part of a team of eight, the role offers significant exposure to the transactional and operational aspects of a global investment banking business. The successful candidate will work closely with senior bankers and business stakeholders, providing hands-on legal support in a high-performance environment. Responsibilities: Provide transactional legal support on customary investment banking matters, including negotiating engagement letters, non-disclosure agreements and other transaction-related documentation. Act as a trusted legal adviser to investment bankers and support functions (including HR, Finance and IT), responding to day-to-day legal queries. Assist the Head of Legal on strategic and operational legal matters relating to the Firm's EMEA and APAC operations. Work closely with Legal and Compliance colleagues on regulatory matters, including licensing applications and regulatory enquiries. Support the development and delivery of legal and regulatory training in collaboration with the Compliance team. Monitor legal and regulatory developments across relevant jurisdictions and assess their impact on the Firm's business, policies and processes. Support business growth initiatives, including the establishment of legal and regulatory frameworks in new jurisdictions. Negotiate commercial and service provider contracts. Oversee periodic corporate filings across EMEA and APAC. Undertake project work as required, including collaboration with the global Legal & Compliance team on firmwide initiatives. Qualifications and Experience 6-10 years' post-qualification experience. Qualified corporate / M&A lawyer (England & Wales or US qualified) from a top-tier law firm or investment bank. Strong exposure to M&A and investment banking transactions is essential. In-house experience (including via secondment) is highly desirable. Regulatory experience is not essential, though exposure to regulatory issues is advantageous. Proven ability to work proactively in a fast-paced environment. Strong analytical, communication and relationship-building skills, with the ability to engage effectively with senior stakeholders globally. Self-motivated, flexible and willing to take on responsibility beyond traditional role boundaries. Cross-border experience and/or language skills are desirable but not required.We are an equal opportunity employer and are committed to promoting diversity, preventing discrimination and providing a supportive and inclusive working environment. We seek to ensure that we recruit from a diverse talent pool and that all applicants are treated fairly at each stage of the recruitment process. Applicants are considered for employment opportunities without regard to any characteristic or status protected under any applicable law in the location of the role.
Mar 09, 2026
Full time
Legal Counsel (Fixed Term) - EMEA & APAC - London page is loaded Legal Counsel (Fixed Term) - EMEA & APAC - Londonlocations: Londontime type: Full timeposted on: Posted 2 Days Agojob requisition id: REQ102059 We are passionate about our business and our culture, and are seeking individuals with that same drive. About Moelis & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 21 geographic locations in North and South America, Europe, the Middle East, Asia and Australia Overview of the Legal & Compliance Team The Legal & Compliance function at Moelis & Company provides strategic, commercial and regulatory advice to support the Firm's global advisory business. The team partners closely with investment bankers and corporate functions to manage legal and regulatory risk while enabling the Firm's continued growth across jurisdictions.Operating in a fast-paced, cross-border environment, the team delivers pragmatic, solutions-focused advice on transactional, regulatory and operational matters. Moelis' collaborative and entrepreneurial culture empowers Legal & Compliance professionals to take ownership, engage directly with senior stakeholders, and have meaningful impact on the Firm's business. Position Description: This is a London-based maternity cover role within Moelis & Company's integrated Legal & Compliance team. The Legal Counsel will support a broad range of legal, regulatory and commercial matters across EMEA and APAC, covering jurisdictions including the UK, France, the Netherlands, Germany, Dubai, Saudi Arabia, India, Hong Kong and China.Reporting to the EMEA & APAC Head of Legal and working as part of a team of eight, the role offers significant exposure to the transactional and operational aspects of a global investment banking business. The successful candidate will work closely with senior bankers and business stakeholders, providing hands-on legal support in a high-performance environment. Responsibilities: Provide transactional legal support on customary investment banking matters, including negotiating engagement letters, non-disclosure agreements and other transaction-related documentation. Act as a trusted legal adviser to investment bankers and support functions (including HR, Finance and IT), responding to day-to-day legal queries. Assist the Head of Legal on strategic and operational legal matters relating to the Firm's EMEA and APAC operations. Work closely with Legal and Compliance colleagues on regulatory matters, including licensing applications and regulatory enquiries. Support the development and delivery of legal and regulatory training in collaboration with the Compliance team. Monitor legal and regulatory developments across relevant jurisdictions and assess their impact on the Firm's business, policies and processes. Support business growth initiatives, including the establishment of legal and regulatory frameworks in new jurisdictions. Negotiate commercial and service provider contracts. Oversee periodic corporate filings across EMEA and APAC. Undertake project work as required, including collaboration with the global Legal & Compliance team on firmwide initiatives. Qualifications and Experience 6-10 years' post-qualification experience. Qualified corporate / M&A lawyer (England & Wales or US qualified) from a top-tier law firm or investment bank. Strong exposure to M&A and investment banking transactions is essential. In-house experience (including via secondment) is highly desirable. Regulatory experience is not essential, though exposure to regulatory issues is advantageous. Proven ability to work proactively in a fast-paced environment. Strong analytical, communication and relationship-building skills, with the ability to engage effectively with senior stakeholders globally. Self-motivated, flexible and willing to take on responsibility beyond traditional role boundaries. Cross-border experience and/or language skills are desirable but not required.We are an equal opportunity employer and are committed to promoting diversity, preventing discrimination and providing a supportive and inclusive working environment. We seek to ensure that we recruit from a diverse talent pool and that all applicants are treated fairly at each stage of the recruitment process. Applicants are considered for employment opportunities without regard to any characteristic or status protected under any applicable law in the location of the role.
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team click apply for full job details
Mar 09, 2026
Full time
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team click apply for full job details
An established and growing multi-entity business is seeking an experienced Financial Controller to lead its day-to-day finance operations. This is a senior and highly visible role, working closely with the senior leadership team and board to ensure robust financial reporting, strong financial controls and clear commercial insight across the organisation. The successful candidate will be a hands-on, technically strong accountant who enjoys operating in a fast-paced environment and partnering with operational leaders across the business. Financial Reporting & Management Accounts Prepare accurate monthly management accounts including P&L, balance sheet and cash flow Deliver weekly financial performance summaries for senior leadership Produce monthly variance analysis against budget with clear commentary Develop and maintain divisional financial reporting, ensuring clear performance visibility across business units Accounts Receivable & Debt Management Oversee the sales ledger and credit control function Monitor aged debtor reporting and cash collection performance Work with operational teams to resolve billing queries and improve collections Accounts Payable & Payroll Oversight Manage purchase ledger processes and supplier payments Oversee payroll processes across multiple worker types Ensure compliance with relevant payroll and pay regulations Budgeting, Forecasting & Commercial Support Coordinate the annual budgeting process Produce and maintain rolling cash flow forecasts Provide financial modelling and commercial analysis to support decision-making Support financial due diligence and strategic projects when required Controls, Compliance & Audit Maintain a strong internal control environment Support the preparation of year-end statutory accounts Manage VAT submissions and liaise with external advisers on tax matters Ensure compliance with relevant financial and employment regulations Systems & Process Improvement Manage and develop accounting systems and reporting tools Identify and implement process improvements Maintain accurate and audit-ready financial records Leadership Line manage and develop members of the finance team Act as the primary finance contact for operational managers and senior leadership Support board reporting and strategic financial initiatives About You Essential Qualified accountant (ACA, ACCA or CIMA) Experience producing management accounts within a multi-entity or group environment Strong technical accounting knowledge including UK GAAP Experience managing cash flow, credit control and high-volume transactions Hands-on approach with strong organisational skills Advanced Excel and financial modelling skills Strong communication skills with the ability to present financial information to non-finance stakeholders Desirable Experience working in fast-paced or operationally complex environments Experience using systems such as Sage, Xero or similar Exposure to group consolidations and intercompany accounting Experience working alongside senior finance leadership or a fractional FD model What's on Offer A senior finance leadership role with real influence across the business Direct exposure to senior leadership and board-level reporting Opportunity to shape and improve finance processes and reporting A fast-moving environment where your impact will be visible Think Accountancy and Finance is the finance division of Think Specialist Recruitment, an independent recruitment agency based in Hemel Hempstead and working across the Herts, Beds and Bucks area. We specialise in permanent, temporary and contract recruitment with areas of expertise including: Accounts Payable, Accounts Receivable, Payroll, Finance Admin, Part Qualified Finance, Credit Control and Bookkeepers.
Mar 07, 2026
Full time
An established and growing multi-entity business is seeking an experienced Financial Controller to lead its day-to-day finance operations. This is a senior and highly visible role, working closely with the senior leadership team and board to ensure robust financial reporting, strong financial controls and clear commercial insight across the organisation. The successful candidate will be a hands-on, technically strong accountant who enjoys operating in a fast-paced environment and partnering with operational leaders across the business. Financial Reporting & Management Accounts Prepare accurate monthly management accounts including P&L, balance sheet and cash flow Deliver weekly financial performance summaries for senior leadership Produce monthly variance analysis against budget with clear commentary Develop and maintain divisional financial reporting, ensuring clear performance visibility across business units Accounts Receivable & Debt Management Oversee the sales ledger and credit control function Monitor aged debtor reporting and cash collection performance Work with operational teams to resolve billing queries and improve collections Accounts Payable & Payroll Oversight Manage purchase ledger processes and supplier payments Oversee payroll processes across multiple worker types Ensure compliance with relevant payroll and pay regulations Budgeting, Forecasting & Commercial Support Coordinate the annual budgeting process Produce and maintain rolling cash flow forecasts Provide financial modelling and commercial analysis to support decision-making Support financial due diligence and strategic projects when required Controls, Compliance & Audit Maintain a strong internal control environment Support the preparation of year-end statutory accounts Manage VAT submissions and liaise with external advisers on tax matters Ensure compliance with relevant financial and employment regulations Systems & Process Improvement Manage and develop accounting systems and reporting tools Identify and implement process improvements Maintain accurate and audit-ready financial records Leadership Line manage and develop members of the finance team Act as the primary finance contact for operational managers and senior leadership Support board reporting and strategic financial initiatives About You Essential Qualified accountant (ACA, ACCA or CIMA) Experience producing management accounts within a multi-entity or group environment Strong technical accounting knowledge including UK GAAP Experience managing cash flow, credit control and high-volume transactions Hands-on approach with strong organisational skills Advanced Excel and financial modelling skills Strong communication skills with the ability to present financial information to non-finance stakeholders Desirable Experience working in fast-paced or operationally complex environments Experience using systems such as Sage, Xero or similar Exposure to group consolidations and intercompany accounting Experience working alongside senior finance leadership or a fractional FD model What's on Offer A senior finance leadership role with real influence across the business Direct exposure to senior leadership and board-level reporting Opportunity to shape and improve finance processes and reporting A fast-moving environment where your impact will be visible Think Accountancy and Finance is the finance division of Think Specialist Recruitment, an independent recruitment agency based in Hemel Hempstead and working across the Herts, Beds and Bucks area. We specialise in permanent, temporary and contract recruitment with areas of expertise including: Accounts Payable, Accounts Receivable, Payroll, Finance Admin, Part Qualified Finance, Credit Control and Bookkeepers.
Premier Jobs UK Limited
Bromsgrove, Worcestershire
This IFA Development Manager job is a fantastic opportunity to lead a successful desk based advice team for a growing, nationally recognised independent financial planning firm. You will be responsible for managing a central team of Financial Advisers who provide advice remotely to clients. The team is a blend of developing and highly experienced Advisers, and you will focus on driving commercial r click apply for full job details
Mar 07, 2026
Full time
This IFA Development Manager job is a fantastic opportunity to lead a successful desk based advice team for a growing, nationally recognised independent financial planning firm. You will be responsible for managing a central team of Financial Advisers who provide advice remotely to clients. The team is a blend of developing and highly experienced Advisers, and you will focus on driving commercial r click apply for full job details
Job Description We are looking for a motivated and analytically driven Investment Research Analyst to join our funds research team in London. This is an exciting opportunity for someone with a strong foundation in investment analysis who is passionate about evaluating fund managers, understanding investment processes, and contributing to asset allocation decisions. You will play a key role in supporting the team's research output across a range of active fund asset classes and strategies. What you'll do: • Conduct thorough quantitative and qualitative research on active funds across multiple asset classes, including manager due diligence, performance attribution, and peer group analysis. • Assess fund manager investment processes, philosophy, team structure, and risk management frameworks to form well-rounded views on fund quality. • Maintain and develop internal fund databases, scorecards, and monitoring tools to track performance, flows, and portfolio positioning. • Produce clear, well-structured research reports and recommendations for internal stakeholders and, where relevant, clients. • Support the team in building and maintaining relationships with fund managers and third-party data providers. • Monitor rated funds on an ongoing basis, flagging material changes in performance, personnel, process, or portfolio construction. • Assist in the preparation of investment committee materials, presentations, and fund selection rationale documentation. • Keep up to date with industry trends, regulatory developments, and the competitive fund landscape. • Collaborate with portfolio managers, advisers, and other internal teams to ensure research insights are effectively communicated and applied. What you'll bring: • Experience in investment research, fund analysis, or a related role within asset management, wealth management, or a fund rating agency. • Strong understanding of fund structures, investment strategies, and performance metrics across equities, fixed income, or alternative funds (experience across multiple asset classes is a plus). • High proficiency in quantitative analysis with strong Excel skills; and experience with tools such as Morningstar Direct, Bloomberg, or FactSet. • IMC at a minimum required. CFA (Level I or above), or equivalent qualification preferred - or commitment to pursuing a relevant professional qualification. • Excellent written and verbal communication skills with an ability to present complex information in a clear and accessible way. • High attention to detail, strong organisational skills, and the ability to manage multiple workstreams simultaneously. • A genuine interest in markets, fund management, and the broader investment landscape. • Collaborative team player who can also work independently and take ownership of their coverage responsibilities. About Us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. Our perks and benefits: Starting holiday entitlement of 26 days, increasing up to 31 days with length of service Holiday buy and sell scheme A choice of pension schemes with matched contributions up to 7% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by Medicash Discounted private healthcare scheme and dental plan Free gym membership, with an on-site gym providing a wide range of free classes Employee Assistance Programme Bike loan scheme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Death in service scheme Dedicated time for proof-of-concepts and assessing new tech Support to attend conferences, events, and meet-ups Paid time off for volunteer work Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Professional qualification support Talent management programmes Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
Mar 07, 2026
Full time
Job Description We are looking for a motivated and analytically driven Investment Research Analyst to join our funds research team in London. This is an exciting opportunity for someone with a strong foundation in investment analysis who is passionate about evaluating fund managers, understanding investment processes, and contributing to asset allocation decisions. You will play a key role in supporting the team's research output across a range of active fund asset classes and strategies. What you'll do: • Conduct thorough quantitative and qualitative research on active funds across multiple asset classes, including manager due diligence, performance attribution, and peer group analysis. • Assess fund manager investment processes, philosophy, team structure, and risk management frameworks to form well-rounded views on fund quality. • Maintain and develop internal fund databases, scorecards, and monitoring tools to track performance, flows, and portfolio positioning. • Produce clear, well-structured research reports and recommendations for internal stakeholders and, where relevant, clients. • Support the team in building and maintaining relationships with fund managers and third-party data providers. • Monitor rated funds on an ongoing basis, flagging material changes in performance, personnel, process, or portfolio construction. • Assist in the preparation of investment committee materials, presentations, and fund selection rationale documentation. • Keep up to date with industry trends, regulatory developments, and the competitive fund landscape. • Collaborate with portfolio managers, advisers, and other internal teams to ensure research insights are effectively communicated and applied. What you'll bring: • Experience in investment research, fund analysis, or a related role within asset management, wealth management, or a fund rating agency. • Strong understanding of fund structures, investment strategies, and performance metrics across equities, fixed income, or alternative funds (experience across multiple asset classes is a plus). • High proficiency in quantitative analysis with strong Excel skills; and experience with tools such as Morningstar Direct, Bloomberg, or FactSet. • IMC at a minimum required. CFA (Level I or above), or equivalent qualification preferred - or commitment to pursuing a relevant professional qualification. • Excellent written and verbal communication skills with an ability to present complex information in a clear and accessible way. • High attention to detail, strong organisational skills, and the ability to manage multiple workstreams simultaneously. • A genuine interest in markets, fund management, and the broader investment landscape. • Collaborative team player who can also work independently and take ownership of their coverage responsibilities. About Us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. Our perks and benefits: Starting holiday entitlement of 26 days, increasing up to 31 days with length of service Holiday buy and sell scheme A choice of pension schemes with matched contributions up to 7% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by Medicash Discounted private healthcare scheme and dental plan Free gym membership, with an on-site gym providing a wide range of free classes Employee Assistance Programme Bike loan scheme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Death in service scheme Dedicated time for proof-of-concepts and assessing new tech Support to attend conferences, events, and meet-ups Paid time off for volunteer work Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Professional qualification support Talent management programmes Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. This firm is dedicated to building long-term relationships and providing personalized service to their clients. Role Description This is a full-time, on-site position within a friendly and welcoming team. As a hands-on role with significant variety, your responsibilities will include: Managing client administration and maintaining compliance documentation. Preparing review packs and reports. Processing applications and ensuring accurate record-keeping. Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers. Fostering professional relationships with both clients and colleagues. Salary & Benefits Salary: 28,000 - 34,000 per annum, plus benefits. Work Arrangement: On-site, Monday to Friday. Qualifications Proven experience in a financial services or IFA environment is essential. Proficiency in financial administration, client file management, and compliance. Strong organizational, analytical, and time management skills. Excellent communication skills with high attention to detail. Proficiency in Microsoft Office Suite. If you are interested in this opportunity, please get in touch for more information.
Mar 06, 2026
Full time
I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. This firm is dedicated to building long-term relationships and providing personalized service to their clients. Role Description This is a full-time, on-site position within a friendly and welcoming team. As a hands-on role with significant variety, your responsibilities will include: Managing client administration and maintaining compliance documentation. Preparing review packs and reports. Processing applications and ensuring accurate record-keeping. Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers. Fostering professional relationships with both clients and colleagues. Salary & Benefits Salary: 28,000 - 34,000 per annum, plus benefits. Work Arrangement: On-site, Monday to Friday. Qualifications Proven experience in a financial services or IFA environment is essential. Proficiency in financial administration, client file management, and compliance. Strong organizational, analytical, and time management skills. Excellent communication skills with high attention to detail. Proficiency in Microsoft Office Suite. If you are interested in this opportunity, please get in touch for more information.
Job Description We are seeking an experienced Senior Research Analyst to join our investment research team at AJ Bell. In this role, you will help lead a team of fund research analysts across equity, fixed income and alternative asset classes. You will ensure ongoing coverage of existing selections, bring in high-conviction new ideas, help develop the rest of the team and contribute improvements to the broader investment research process. Your selections will support our fast growing multi-asset funds and MPS propositions, as well as the Favourite funds list for self-directed users of our platform. What you'll do: Manage the ongoing maintenance of existing picks across various sectors, across monthly reporting, six monthly manager meeting and sector reviews (exact sectors to be determined based on candidate). Regularly 'pitch' new funds onto our approved list, self-directing across desk-based analysis, in-person fund manager meetings and high-quality recommendation notes. Serve as a subject matter expert within the team, mentoring junior and mid-level analysts and setting standards for research quality and depth. Collaborate closely with portfolio managers to ensure research outputs are aligned with fund mandates, risk parameters, and investment philosophy. Monitor existing holdings, track key drivers and catalysts, and provide timely updates to the investment team. Build and maintain relationships with asset management firms and industry experts. Present investment ideas clearly and persuasively in investment committee meetings and written research notes. Stay abreast of regulatory developments, ESG considerations, and market trends relevant to the covered universe. What you'll bring: Minimum Level IV QCF Qualification Highly experienced in fund research and selection, with a demonstrated track record of selecting outperforming funds. Deep understanding of investment industry across asset classes, strategy types and vehicles. Strong quantitative capability preferred Experience covering a range of sectors/ asset classes across equities / fixed income and alternatives. Excellent written and verbal communication skills, with the ability to distil complex analysis into clear, concise investment cases. Strong commercial awareness and genuine passion for markets. Ability to work independently and lead within a collaborative team environment. CFA charterholder (or equivalent qualification) preferred. About Us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. Our perks and benefits: Starting holiday entitlement of 27 days, increasing up to 31 days with length of service Holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by Medicash Discounted private healthcare scheme and dental plan Free gym membership, with an on-site gym providing a wide range of free classes Employee Assistance Programme Bike loan scheme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Death in service scheme Dedicated time for proof-of-concepts and assessing new tech Support to attend conferences, events, and meet-ups Paid time off for volunteer work Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Professional qualification support Talent management programmes Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
Mar 06, 2026
Full time
Job Description We are seeking an experienced Senior Research Analyst to join our investment research team at AJ Bell. In this role, you will help lead a team of fund research analysts across equity, fixed income and alternative asset classes. You will ensure ongoing coverage of existing selections, bring in high-conviction new ideas, help develop the rest of the team and contribute improvements to the broader investment research process. Your selections will support our fast growing multi-asset funds and MPS propositions, as well as the Favourite funds list for self-directed users of our platform. What you'll do: Manage the ongoing maintenance of existing picks across various sectors, across monthly reporting, six monthly manager meeting and sector reviews (exact sectors to be determined based on candidate). Regularly 'pitch' new funds onto our approved list, self-directing across desk-based analysis, in-person fund manager meetings and high-quality recommendation notes. Serve as a subject matter expert within the team, mentoring junior and mid-level analysts and setting standards for research quality and depth. Collaborate closely with portfolio managers to ensure research outputs are aligned with fund mandates, risk parameters, and investment philosophy. Monitor existing holdings, track key drivers and catalysts, and provide timely updates to the investment team. Build and maintain relationships with asset management firms and industry experts. Present investment ideas clearly and persuasively in investment committee meetings and written research notes. Stay abreast of regulatory developments, ESG considerations, and market trends relevant to the covered universe. What you'll bring: Minimum Level IV QCF Qualification Highly experienced in fund research and selection, with a demonstrated track record of selecting outperforming funds. Deep understanding of investment industry across asset classes, strategy types and vehicles. Strong quantitative capability preferred Experience covering a range of sectors/ asset classes across equities / fixed income and alternatives. Excellent written and verbal communication skills, with the ability to distil complex analysis into clear, concise investment cases. Strong commercial awareness and genuine passion for markets. Ability to work independently and lead within a collaborative team environment. CFA charterholder (or equivalent qualification) preferred. About Us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years and in 2025 named a Great Place to Work. At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles. Our perks and benefits: Starting holiday entitlement of 27 days, increasing up to 31 days with length of service Holiday buy and sell scheme A choice of pension schemes with matched contributions up to 8% Discretionary bonus scheme Annual free share awards scheme Buy As You Earn (BAYE) Scheme Health Cash Plan - provided by Medicash Discounted private healthcare scheme and dental plan Free gym membership, with an on-site gym providing a wide range of free classes Employee Assistance Programme Bike loan scheme Sick pay+ pledge Enhanced maternity, paternity, and shared parental leave Loans for travel season tickets Death in service scheme Dedicated time for proof-of-concepts and assessing new tech Support to attend conferences, events, and meet-ups Paid time off for volunteer work Charitable giving opportunities through salary sacrifice Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more Personal development programmes built around you and your career goals, including access to personal skills workshops Ongoing technical training Professional qualification support Talent management programmes Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off Monthly leadership breakfasts and lunches Casual dress code Access to a range of benefits from our sponsorship deals Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues. AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.
Practice Support Administrator Blackwood or Cardiff(Hybrid) Salary up to 30,000 Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator . This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business. This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered. What you'll be doing Responsibilities will include: Managing and coordinating client meetings for both new and existing clients Sending out relevant documentation and paperwork ahead of appointments Requesting information from external providers Uploading meeting notes and maintaining accurate client records Updating Salesforce and internal systems Passing actions and follow-ups to the paraplanner Speaking with clients by telephone and email when required Managing new client enquiries and sending financial questionnaires Supporting with the organisation of client hospitality events General administrative support to ensure the practice runs smoothly What we're looking for The firm is keen to meet people who are organised, proactive and comfortable managing their own workload. You might currently be: A financial services administrator looking for your next step An experienced administrator wanting to move into wealth management A paraplanner looking for a slightly different role within a growing firm Key qualities include: Strong organisational skills and attention to detail Ability to work independently and take initiative Professional and approachable manner when dealing with clients Good telephone and email communication skills A willingness to learn and develop within financial services You'll have support from the Office Manager and wider team, but you'll also be trusted to manage your own responsibilities. Career development The business is very open to discussing long-term career plans. Whether you want to deepen your experience in administration or progress within financial services, support will be available. The firm is happy to help with relevant industry qualifications and provide a clear pathway for development. What's on offer Salary up to 30,000 Monday-Friday 8.30-4.30 (can be flexible on hours) 25 days annual leave + bank holidays ( Office closed over the Christmas period) Hybrid working arrangement Private Medical Insurance Flexible office location (Cardiff or Blackwood- would need to be travel to Blackwood for induction) Personalised financial advice If you'd like to explore whether this role could be the right step for you, get in touch for a confidential chat.
Mar 05, 2026
Full time
Practice Support Administrator Blackwood or Cardiff(Hybrid) Salary up to 30,000 Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator . This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business. This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered. What you'll be doing Responsibilities will include: Managing and coordinating client meetings for both new and existing clients Sending out relevant documentation and paperwork ahead of appointments Requesting information from external providers Uploading meeting notes and maintaining accurate client records Updating Salesforce and internal systems Passing actions and follow-ups to the paraplanner Speaking with clients by telephone and email when required Managing new client enquiries and sending financial questionnaires Supporting with the organisation of client hospitality events General administrative support to ensure the practice runs smoothly What we're looking for The firm is keen to meet people who are organised, proactive and comfortable managing their own workload. You might currently be: A financial services administrator looking for your next step An experienced administrator wanting to move into wealth management A paraplanner looking for a slightly different role within a growing firm Key qualities include: Strong organisational skills and attention to detail Ability to work independently and take initiative Professional and approachable manner when dealing with clients Good telephone and email communication skills A willingness to learn and develop within financial services You'll have support from the Office Manager and wider team, but you'll also be trusted to manage your own responsibilities. Career development The business is very open to discussing long-term career plans. Whether you want to deepen your experience in administration or progress within financial services, support will be available. The firm is happy to help with relevant industry qualifications and provide a clear pathway for development. What's on offer Salary up to 30,000 Monday-Friday 8.30-4.30 (can be flexible on hours) 25 days annual leave + bank holidays ( Office closed over the Christmas period) Hybrid working arrangement Private Medical Insurance Flexible office location (Cardiff or Blackwood- would need to be travel to Blackwood for induction) Personalised financial advice If you'd like to explore whether this role could be the right step for you, get in touch for a confidential chat.
Paraplanner A growing wealth management firm in the Ballymena area that provides best-in-class, relationship-driven financial advice to hundreds of clients across NI & UK - is now seeking to hire a skilled Paraplanner . This is an excellent opportunity for skilled paraplanners at various stages of their career - whether you're on the path to continue to grow as a paraplanner, or if longer-term you may want to move into an adviser / planner role. The Role: As Paraplanner, you will play a key role in: Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes Produced technical documents for the advisers based on the research and requirements of the client Preparation of advice letters, recommendations, content for annual review meetings, pension/investment reviews - general technical support to complex client queries Assisting advisers with cashflow modelling - systems used including CashCalc, FE Analytics, Voyant Managing workflow and organisation of ongoing workload Adhering to FCA requirements and Compliance Policies The Person: The successful Paraplanner will meet the following criteria: Previous experience working within a wealth management environment Experience of working closely with financial advisers / financial planners Ideally Level 4 diploma in financial planning Demonstrably skilled and capable in varied report-writing Excellent communication skills - this is an awesome environment where people love what they do and are passionate about their clients - we are looking for like-minded people! The Rewards: £30,000 - £35,000 base salary Annual bonus Professional qualification subsidies can be provided Early Friday finish Opportunity to grow alongside one of the most exciting wealth management firms in the country To speak in absolute confidence about this Paraplanner opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request. Not all agencies are the same MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.
Mar 05, 2026
Full time
Paraplanner A growing wealth management firm in the Ballymena area that provides best-in-class, relationship-driven financial advice to hundreds of clients across NI & UK - is now seeking to hire a skilled Paraplanner . This is an excellent opportunity for skilled paraplanners at various stages of their career - whether you're on the path to continue to grow as a paraplanner, or if longer-term you may want to move into an adviser / planner role. The Role: As Paraplanner, you will play a key role in: Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes Produced technical documents for the advisers based on the research and requirements of the client Preparation of advice letters, recommendations, content for annual review meetings, pension/investment reviews - general technical support to complex client queries Assisting advisers with cashflow modelling - systems used including CashCalc, FE Analytics, Voyant Managing workflow and organisation of ongoing workload Adhering to FCA requirements and Compliance Policies The Person: The successful Paraplanner will meet the following criteria: Previous experience working within a wealth management environment Experience of working closely with financial advisers / financial planners Ideally Level 4 diploma in financial planning Demonstrably skilled and capable in varied report-writing Excellent communication skills - this is an awesome environment where people love what they do and are passionate about their clients - we are looking for like-minded people! The Rewards: £30,000 - £35,000 base salary Annual bonus Professional qualification subsidies can be provided Early Friday finish Opportunity to grow alongside one of the most exciting wealth management firms in the country To speak in absolute confidence about this Paraplanner opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request. Not all agencies are the same MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.
Self-Employed Protection Adviser Sales-Driven High Earning Potential Hammersmith Full-time Commission-only Capricorn Financial is London's largest independent mortgage brokerage, with a rapidly growing protection business built on strong mortgage volumes and consistent internal referrals click apply for full job details
Mar 05, 2026
Full time
Self-Employed Protection Adviser Sales-Driven High Earning Potential Hammersmith Full-time Commission-only Capricorn Financial is London's largest independent mortgage brokerage, with a rapidly growing protection business built on strong mortgage volumes and consistent internal referrals click apply for full job details
Funds Lawyer (2-5 years') - Edinburgh A leading global law firm is seeking a Lawyer to join its Investment Funds team in Edinburgh. This thriving UK asset management and funds practice advises UK and international asset managers, institutional investors and development finance institutions on the full lifecycle of investment funds. The Edinburgh team plays a central role within a globally integrated practice, working closely with colleagues across Europe, the US, the Middle East and Asia on cross-border mandates. The Role You will advise on: Fund structuring and formation (private and listed funds) Drafting and negotiating limited partnership agreements and side letters Establishment of new managers and advisers (including shareholders' and LLP agreements) Investment management and fund administration agreements LP services work and investor-side due diligence Regulatory considerations, including AIFMD and the UK financial promotion regime There will also be exposure to capital markets transactions for listed funds, including IPOs and follow-on fundraising. About You 2-5 years' PQE (more senior candidates considered) Strong experience in private and/or listed funds work Knowledge of AIFMD and UK partnership law Commercially aware, confident drafting complex documentation Comfortable working independently while collaborating across teams This role offers high-quality transactional and advisory work, genuine cross-border exposure and clear progression within an ambitious but supportive team environment. How to Apply For more information, please contact Melissa Tang at G2 Legal for a confidential discussion or please apply with an up to date CV.
Mar 05, 2026
Full time
Funds Lawyer (2-5 years') - Edinburgh A leading global law firm is seeking a Lawyer to join its Investment Funds team in Edinburgh. This thriving UK asset management and funds practice advises UK and international asset managers, institutional investors and development finance institutions on the full lifecycle of investment funds. The Edinburgh team plays a central role within a globally integrated practice, working closely with colleagues across Europe, the US, the Middle East and Asia on cross-border mandates. The Role You will advise on: Fund structuring and formation (private and listed funds) Drafting and negotiating limited partnership agreements and side letters Establishment of new managers and advisers (including shareholders' and LLP agreements) Investment management and fund administration agreements LP services work and investor-side due diligence Regulatory considerations, including AIFMD and the UK financial promotion regime There will also be exposure to capital markets transactions for listed funds, including IPOs and follow-on fundraising. About You 2-5 years' PQE (more senior candidates considered) Strong experience in private and/or listed funds work Knowledge of AIFMD and UK partnership law Commercially aware, confident drafting complex documentation Comfortable working independently while collaborating across teams This role offers high-quality transactional and advisory work, genuine cross-border exposure and clear progression within an ambitious but supportive team environment. How to Apply For more information, please contact Melissa Tang at G2 Legal for a confidential discussion or please apply with an up to date CV.
Help us grow a safer, cleaner, healthier future for everyone every day. We empower you with autonomy, growth, and purpose-driven work in a diverse, inclusive environment-where your impact truly matters every day. Help grow a safer, cleaner, healthier future for everyone, every day. Role purpose and highlights Reporting to the Group Financial Controller, this is a newly created role arising from the continued expansion of the Group. The Head of Financial Reporting leads the Group's financial reporting function in a FTSE 100 listed environment, ensuring the timely and accurate production of the Group's Annual Report & Accounts (ARA), interim financial statements and UK subsidiary statutory accounts. The role is responsible for the delivery of the Group's external audit and interim review, Audit Committee reporting, and the implementation and monitoring of the Group's financial control framework, including material controls (Provision 29) with respect to Finance. The Head of Financial Reporting drives continuous improvement in reporting processes, controls, and systems. They are also accountable for the administration of the Group's bonus models and share based payments accounting for the senior leadership schemes. Halma's autonomous operating model means that roles in Group functions are different from those in many large corporates. The agile and evolving nature of Halma's business creates opportunities for individuals to broaden their knowledge and experience beyond their core area of expertise. This role would suit a pragmatic self starter who enjoys the challenges and opportunities of working in a dynamic environment. We are looking for an ambitious, perpetually curious and dynamic individual who is comfortable operating in a model where each company is autonomous and accountable for its own business. As a result, the successful candidate must be able to work independently while also collaborating closely with Sector CFOs, Company CFOs and cross functionally to deliver the Group's objectives. Reporting lines 1. Statutory & Group Reporting Lead the preparation and delivery of the Group's statutory accounts and Annual Report & Accounts (ARA), ensuring compliance with IFRS and relevant regulatory requirements. Oversee the production of interim financial statements and related disclosures. Ensure timely, accurate, and robust consolidation of Group results, working closely with the Head of Group Accounting and Consolidation and Finance Systems Lead. Maintain a constant focus on efficiency and productivity gains to improve reporting timelines. Lead the preparation and delivery of the Group's 40+ UK FRS 101 subsidiary statutory accounts on behalf of UK OpCos, including FRS 101 conversions for new subsidiaries. Lead Group Finance's contribution to periodic legal entity rationalisation projects. 2. External Audit, Interim Review & Audit Committee Reporting Own the relationship with the Group's external auditors, managing the audit process from planning through to completion. Coordinate the interim review process, ensuring all deliverables and timelines are met. Support the Group Financial Controller in the preparation and presentation of Management's reports to the Audit Committee, including updates on audit progress, issues, and resolutions. Lead the resolution of audit queries and issues, ensuring effective communication and documentation. Oversee the design, implementation, and monitoring of material financial controls for Finance in line with Provision 29 requirements. Ensure robust process documentation, training, and knowledge transfer within the team. Drive continuous improvement in reporting processes, systems, and documentation. Lead the training and communication of Finance policies and procedures across the whole finance community . 4. Bonus and share based payments Lead the administration and accounting for the Group's senior leadership bonus and share based payment schemes. Maintain the highest standards of control and integrity over models that ultimately drive payments and Remuneration Committee reporting. Oversee the design and implementation of a new, technology led, process improved bonus model. Liaise closely with Sector Talent Directors and other Talent colleagues to deliver the annual performance management cycle in this area. Lead, develop, and mentor the Financial Reporting & Controls Managers and Accountants. Foster a culture of excellence, collaboration, and accountability within the reporting team and across the Group. Support upskilling and cross-training to mitigate key person risk and build team resilience. Liaise with other teams within the Group Financial Controller's office to ensure objectives are delivered to a high standard. 6. Stakeholder Engagement Act as a key liaison with Sector CFOs and Company CFOs to ensure alignment on reporting, controls, and audit matters. Collaborate with cross-functional teams to deliver Group Finance objectives. Key relationships Internal Head of Group Accounting and Consolidation Tax &Treasury Group FP&A & Investor Relations Integration teams Sector CFOs & Sector Talent Directors Company CFOs CFO & Audit Committee Sustainability Reporting Lead Finance Systems Lead, External External auditors Technical advisers (e.g. valuation and pensions specialists) Professional attributes Deep expertise in IFRS & UK GAAP, statutory reporting, and group consolidation in a global, PLC reporting environment. Big 4-trained,qualified accountant (ACA) with relevant post qualification experience. Highly detail oriented, controls focussed and consistently delivers work to a high standard, with strong follow through. Able to work independently with their team while collaborating closely across functions. Analytical thinker with strong intellectual curiosity, a growth mindset and low ego. Proven ability to lead and develop teams and to achieve objectives through influence rather than control. Ability to navigate complex global organisations: commercially aware and able to deliver while understanding the impact on small, highly decentralised OpCos and other functions. Confident and credible when dealing with senior internal and external stakeholders. Dynamic individual who enjoys continuous improvement, leveraging technology to enhance and simplify processes. Not the right fit? Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! These are the unique cultural and behavioural principles that we require, protect and leverage to effectively optimise our organisational genes and deliver our purpose. Live the purpose Be passionate about making the world safer, cleaner, and healthier. See real problems and create innovative solutions. Embrace the adventure Continually grow and change, as individuals and collectively. Challenge assumptions and see opportunities. Seek insight from all directions and leverage diverse points of view. Be an owner, risk-taker, visionary. Transform bold ambitions into reality. Be agile and responsive in the face of constant change. Be successful through and with others. Say Yes, and Be comfortable with paradox. Choose Yes, and to seemingly conflicting priorities. Build for tomorrow and deliver today. Have stability and constantly evolve. Enjoy autonomy and eagerly collaborate to accomplish our goals. Just be a good person Play to win, but not at the expense of others. Operate with impeccable ethics, transparency and integrity in all that you do. What's it Like to Work for Halma? Imagine being part of a global community where your passion for making the world safer, cleaner, and healthier is not just welcomed, but celebrated. At Halma, we don't just talk about purpose-we live it every day. Above all, you'll join a culture built on integrity, transparency, and respect. Halma with pride Why people choose to work at Halma Our culture We are leading with purpose Listen to Halma's leaders dive into conversations about real-world challenges, how they are building careers filled with purpose and making workplaces more inclusive and equitable. Introduce yourself If this role isn't quite right for you, let our talent community know you're interested in future opportunities in your field.
Mar 04, 2026
Full time
Help us grow a safer, cleaner, healthier future for everyone every day. We empower you with autonomy, growth, and purpose-driven work in a diverse, inclusive environment-where your impact truly matters every day. Help grow a safer, cleaner, healthier future for everyone, every day. Role purpose and highlights Reporting to the Group Financial Controller, this is a newly created role arising from the continued expansion of the Group. The Head of Financial Reporting leads the Group's financial reporting function in a FTSE 100 listed environment, ensuring the timely and accurate production of the Group's Annual Report & Accounts (ARA), interim financial statements and UK subsidiary statutory accounts. The role is responsible for the delivery of the Group's external audit and interim review, Audit Committee reporting, and the implementation and monitoring of the Group's financial control framework, including material controls (Provision 29) with respect to Finance. The Head of Financial Reporting drives continuous improvement in reporting processes, controls, and systems. They are also accountable for the administration of the Group's bonus models and share based payments accounting for the senior leadership schemes. Halma's autonomous operating model means that roles in Group functions are different from those in many large corporates. The agile and evolving nature of Halma's business creates opportunities for individuals to broaden their knowledge and experience beyond their core area of expertise. This role would suit a pragmatic self starter who enjoys the challenges and opportunities of working in a dynamic environment. We are looking for an ambitious, perpetually curious and dynamic individual who is comfortable operating in a model where each company is autonomous and accountable for its own business. As a result, the successful candidate must be able to work independently while also collaborating closely with Sector CFOs, Company CFOs and cross functionally to deliver the Group's objectives. Reporting lines 1. Statutory & Group Reporting Lead the preparation and delivery of the Group's statutory accounts and Annual Report & Accounts (ARA), ensuring compliance with IFRS and relevant regulatory requirements. Oversee the production of interim financial statements and related disclosures. Ensure timely, accurate, and robust consolidation of Group results, working closely with the Head of Group Accounting and Consolidation and Finance Systems Lead. Maintain a constant focus on efficiency and productivity gains to improve reporting timelines. Lead the preparation and delivery of the Group's 40+ UK FRS 101 subsidiary statutory accounts on behalf of UK OpCos, including FRS 101 conversions for new subsidiaries. Lead Group Finance's contribution to periodic legal entity rationalisation projects. 2. External Audit, Interim Review & Audit Committee Reporting Own the relationship with the Group's external auditors, managing the audit process from planning through to completion. Coordinate the interim review process, ensuring all deliverables and timelines are met. Support the Group Financial Controller in the preparation and presentation of Management's reports to the Audit Committee, including updates on audit progress, issues, and resolutions. Lead the resolution of audit queries and issues, ensuring effective communication and documentation. Oversee the design, implementation, and monitoring of material financial controls for Finance in line with Provision 29 requirements. Ensure robust process documentation, training, and knowledge transfer within the team. Drive continuous improvement in reporting processes, systems, and documentation. Lead the training and communication of Finance policies and procedures across the whole finance community . 4. Bonus and share based payments Lead the administration and accounting for the Group's senior leadership bonus and share based payment schemes. Maintain the highest standards of control and integrity over models that ultimately drive payments and Remuneration Committee reporting. Oversee the design and implementation of a new, technology led, process improved bonus model. Liaise closely with Sector Talent Directors and other Talent colleagues to deliver the annual performance management cycle in this area. Lead, develop, and mentor the Financial Reporting & Controls Managers and Accountants. Foster a culture of excellence, collaboration, and accountability within the reporting team and across the Group. Support upskilling and cross-training to mitigate key person risk and build team resilience. Liaise with other teams within the Group Financial Controller's office to ensure objectives are delivered to a high standard. 6. Stakeholder Engagement Act as a key liaison with Sector CFOs and Company CFOs to ensure alignment on reporting, controls, and audit matters. Collaborate with cross-functional teams to deliver Group Finance objectives. Key relationships Internal Head of Group Accounting and Consolidation Tax &Treasury Group FP&A & Investor Relations Integration teams Sector CFOs & Sector Talent Directors Company CFOs CFO & Audit Committee Sustainability Reporting Lead Finance Systems Lead, External External auditors Technical advisers (e.g. valuation and pensions specialists) Professional attributes Deep expertise in IFRS & UK GAAP, statutory reporting, and group consolidation in a global, PLC reporting environment. Big 4-trained,qualified accountant (ACA) with relevant post qualification experience. Highly detail oriented, controls focussed and consistently delivers work to a high standard, with strong follow through. Able to work independently with their team while collaborating closely across functions. Analytical thinker with strong intellectual curiosity, a growth mindset and low ego. Proven ability to lead and develop teams and to achieve objectives through influence rather than control. Ability to navigate complex global organisations: commercially aware and able to deliver while understanding the impact on small, highly decentralised OpCos and other functions. Confident and credible when dealing with senior internal and external stakeholders. Dynamic individual who enjoys continuous improvement, leveraging technology to enhance and simplify processes. Not the right fit? Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! These are the unique cultural and behavioural principles that we require, protect and leverage to effectively optimise our organisational genes and deliver our purpose. Live the purpose Be passionate about making the world safer, cleaner, and healthier. See real problems and create innovative solutions. Embrace the adventure Continually grow and change, as individuals and collectively. Challenge assumptions and see opportunities. Seek insight from all directions and leverage diverse points of view. Be an owner, risk-taker, visionary. Transform bold ambitions into reality. Be agile and responsive in the face of constant change. Be successful through and with others. Say Yes, and Be comfortable with paradox. Choose Yes, and to seemingly conflicting priorities. Build for tomorrow and deliver today. Have stability and constantly evolve. Enjoy autonomy and eagerly collaborate to accomplish our goals. Just be a good person Play to win, but not at the expense of others. Operate with impeccable ethics, transparency and integrity in all that you do. What's it Like to Work for Halma? Imagine being part of a global community where your passion for making the world safer, cleaner, and healthier is not just welcomed, but celebrated. At Halma, we don't just talk about purpose-we live it every day. Above all, you'll join a culture built on integrity, transparency, and respect. Halma with pride Why people choose to work at Halma Our culture We are leading with purpose Listen to Halma's leaders dive into conversations about real-world challenges, how they are building careers filled with purpose and making workplaces more inclusive and equitable. Introduce yourself If this role isn't quite right for you, let our talent community know you're interested in future opportunities in your field.
Self-Employed Protection Adviser Sales-Driven High Earning Potential Hammersmith Full-time Commission-only Capricorn Financial is London's largest independent mortgage brokerage, with a rapidly growing protection business built on strong mortgage volumes and consistent internal referrals. As part of our continued growth, we are actively recruiting and expanding our protection adviser team, inclu
Mar 04, 2026
Full time
Self-Employed Protection Adviser Sales-Driven High Earning Potential Hammersmith Full-time Commission-only Capricorn Financial is London's largest independent mortgage brokerage, with a rapidly growing protection business built on strong mortgage volumes and consistent internal referrals. As part of our continued growth, we are actively recruiting and expanding our protection adviser team, inclu
Our client is a very well-capitalised, internationally connected banking institution with a long-standing presence in the UK market. The organisation operates with institutional governance, disciplined risk management and a relationship-led culture, supporting clients across a broad range of commercial sectors. As part of its continued growth within the UK Commercial Real Estate market, the firm is seeking to appoint a Relationship Manager to support the Head of Commercial Real Estate in originating, structuring and managing lending relationships across the sector. This is an opportunity to join a high-performing, credit-disciplined platform with strong internal infrastructure and an established client base. Particular areas if interest within CRE verticals are financing for Hotels, Student Accommodation, Offices, Residential Portfolios, and Development Finance. The role is a 1 year immediate start maternity contract, which could be extended. Job Purpose To support the Head of Commercial Real Estate in developing and managing both prospective and existing client relationships, delivering against financial and non-financial targets while operating within internal governance frameworks, regulatory standards and prevailing best practice. Key elements of the role include: Preparing detailed credit applications and annual reviews that appropriately assess industry, market and borrower risk. Managing KYC and onboarding processes for new and existing clients. Coordinating internally and externally to ensure timely and accurate execution of facilities. Supporting negotiation and documentation of lending facilities. Assisting with monitoring of watchlist and impaired credits. Maintaining high standards of relationship management and service delivery. Internal Stakeholder Relationships Commercial Real Estate team Credit Corporate governance committees Operations (Retail and Non-Traded) Treasury International relationship teams Compliance Private Banking External Relationships Commercial Real Estate clients External legal advisers Valuers and professional advisers Financial Crime & Compliance Responsibilities As a client-facing function, the team operates as first line of defence in mitigating financial crime risk. Responsibilities include: Adherence to internal Financial Crime policies and procedures Conducting robust KYC and due diligence in line with risk classification Escalating high-risk matters to appropriate senior stakeholders Ensuring timely completion of onboarding and periodic reviews Identifying and reporting suspicious activity Supporting transaction monitoring queries Completing mandatory financial crime training Managing compliance-related queries in a timely and professional manner Key Responsibilities Proactively manage and develop Commercial Real Estate relationships Deliver rigorous, well-structured written credit analysis for new transactions and annual reviews Manage documentation, regulatory and accounting aspects of transactions Coordinate credit approval processes and internal stakeholder engagement Maintain disciplined portfolio oversight Qualifications & Experience Bachelor's degree (or higher) in Real Estate, Finance or related discipline 5-7 years' experience in Commercial Real Estate relationship management Strong UK CRE exposure across asset classes including: Hotels Student Accommodation Offices Residential Portfolios Development Finance Experience within an institutional lending environment is highly desirable Strong understanding of commercial real estate market dynamics and financial products Core Competencies Strong credit and analytical capability Structured approach to complex transaction analysis High attention to detail and numerical accuracy Ability to operate independently and meet tight deadlines Commercial judgement balanced with risk discipline Professional integrity and commitment to regulatory standards Confident stakeholder engagement in a multi-cultural environment Technical Skills Advanced financial analysis capability Strong spreadsheet proficiency (financial modelling advantageous) Market awareness (macro, sectoral and capital markets developments) In-depth understanding of the UK Commercial Real Estate sector
Mar 04, 2026
Full time
Our client is a very well-capitalised, internationally connected banking institution with a long-standing presence in the UK market. The organisation operates with institutional governance, disciplined risk management and a relationship-led culture, supporting clients across a broad range of commercial sectors. As part of its continued growth within the UK Commercial Real Estate market, the firm is seeking to appoint a Relationship Manager to support the Head of Commercial Real Estate in originating, structuring and managing lending relationships across the sector. This is an opportunity to join a high-performing, credit-disciplined platform with strong internal infrastructure and an established client base. Particular areas if interest within CRE verticals are financing for Hotels, Student Accommodation, Offices, Residential Portfolios, and Development Finance. The role is a 1 year immediate start maternity contract, which could be extended. Job Purpose To support the Head of Commercial Real Estate in developing and managing both prospective and existing client relationships, delivering against financial and non-financial targets while operating within internal governance frameworks, regulatory standards and prevailing best practice. Key elements of the role include: Preparing detailed credit applications and annual reviews that appropriately assess industry, market and borrower risk. Managing KYC and onboarding processes for new and existing clients. Coordinating internally and externally to ensure timely and accurate execution of facilities. Supporting negotiation and documentation of lending facilities. Assisting with monitoring of watchlist and impaired credits. Maintaining high standards of relationship management and service delivery. Internal Stakeholder Relationships Commercial Real Estate team Credit Corporate governance committees Operations (Retail and Non-Traded) Treasury International relationship teams Compliance Private Banking External Relationships Commercial Real Estate clients External legal advisers Valuers and professional advisers Financial Crime & Compliance Responsibilities As a client-facing function, the team operates as first line of defence in mitigating financial crime risk. Responsibilities include: Adherence to internal Financial Crime policies and procedures Conducting robust KYC and due diligence in line with risk classification Escalating high-risk matters to appropriate senior stakeholders Ensuring timely completion of onboarding and periodic reviews Identifying and reporting suspicious activity Supporting transaction monitoring queries Completing mandatory financial crime training Managing compliance-related queries in a timely and professional manner Key Responsibilities Proactively manage and develop Commercial Real Estate relationships Deliver rigorous, well-structured written credit analysis for new transactions and annual reviews Manage documentation, regulatory and accounting aspects of transactions Coordinate credit approval processes and internal stakeholder engagement Maintain disciplined portfolio oversight Qualifications & Experience Bachelor's degree (or higher) in Real Estate, Finance or related discipline 5-7 years' experience in Commercial Real Estate relationship management Strong UK CRE exposure across asset classes including: Hotels Student Accommodation Offices Residential Portfolios Development Finance Experience within an institutional lending environment is highly desirable Strong understanding of commercial real estate market dynamics and financial products Core Competencies Strong credit and analytical capability Structured approach to complex transaction analysis High attention to detail and numerical accuracy Ability to operate independently and meet tight deadlines Commercial judgement balanced with risk discipline Professional integrity and commitment to regulatory standards Confident stakeholder engagement in a multi-cultural environment Technical Skills Advanced financial analysis capability Strong spreadsheet proficiency (financial modelling advantageous) Market awareness (macro, sectoral and capital markets developments) In-depth understanding of the UK Commercial Real Estate sector
NXTGEN is delighted to be partnering with a small, highly personable accountancy practice in Norwich to recruit a Client Manager. This is a genuinely exciting opportunity for someone who thrives on building strong client relationships, managing their own portfolio, and delivering a top-quality service within a friendly and laid-back environment. This firm may be small in size, but it's big on service. With a loyal and varied client base, they pride themselves on getting to know their clients properly and acting as trusted advisers, not just accountants. If you enjoy getting to know your clients and providing them with a high-quality, personable service, while also wanting a role you can truly leave at the door at the end of the day, this could be the perfect next step in your career. You'll have real autonomy in this role, managing your own portfolio of clients doing bother advisory and compliance work, as well as playing a key part in supporting the continued growth of the practice. Key Responsibilities: Main point of contact for your own portfolio of clients. Produce complex management accounts for sole traders, partnerships, and limited companies. Prepare and present reporting packs to provide clients with valuable insights for strategic decision-making. Prepare and review VAT returns across a range of industries, ensuring compliance and accuracy. Lead, train, and mentor junior staff members, supporting their development and fostering a positive team culture. Continuously evaluate and enhance clients' finance systems and processes to improve efficiency and effectiveness. What We're Looking For: ICAEW, ACCA, CIMA qualification or QBE. Previous experience in an accountancy practice, with strong knowledge of financial operations and management accounting. Confident working with Xero, QuickBooks, Sage, and Excel. Demonstrated ability to manage a client portfolio independently. Excellent interpersonal and communication skills to build relationships with a diverse range of clients. This is a fantastic opportunity for someone who wants to step into a role where they can take ownership of, their ideas welcomed, and their client relationships truly valued. You'll be joining a firm whose employees and clients are at the heart of what they do, offering a supportive, down-to-earth culture alongside genuine progression opportunities. If you're looking for a Client Manager position in Norwich where you can make the role your own and be part of a close-knit, approachable team, please get in contact with Annie to find out more. Salary is dependent on experience.
Mar 03, 2026
Full time
NXTGEN is delighted to be partnering with a small, highly personable accountancy practice in Norwich to recruit a Client Manager. This is a genuinely exciting opportunity for someone who thrives on building strong client relationships, managing their own portfolio, and delivering a top-quality service within a friendly and laid-back environment. This firm may be small in size, but it's big on service. With a loyal and varied client base, they pride themselves on getting to know their clients properly and acting as trusted advisers, not just accountants. If you enjoy getting to know your clients and providing them with a high-quality, personable service, while also wanting a role you can truly leave at the door at the end of the day, this could be the perfect next step in your career. You'll have real autonomy in this role, managing your own portfolio of clients doing bother advisory and compliance work, as well as playing a key part in supporting the continued growth of the practice. Key Responsibilities: Main point of contact for your own portfolio of clients. Produce complex management accounts for sole traders, partnerships, and limited companies. Prepare and present reporting packs to provide clients with valuable insights for strategic decision-making. Prepare and review VAT returns across a range of industries, ensuring compliance and accuracy. Lead, train, and mentor junior staff members, supporting their development and fostering a positive team culture. Continuously evaluate and enhance clients' finance systems and processes to improve efficiency and effectiveness. What We're Looking For: ICAEW, ACCA, CIMA qualification or QBE. Previous experience in an accountancy practice, with strong knowledge of financial operations and management accounting. Confident working with Xero, QuickBooks, Sage, and Excel. Demonstrated ability to manage a client portfolio independently. Excellent interpersonal and communication skills to build relationships with a diverse range of clients. This is a fantastic opportunity for someone who wants to step into a role where they can take ownership of, their ideas welcomed, and their client relationships truly valued. You'll be joining a firm whose employees and clients are at the heart of what they do, offering a supportive, down-to-earth culture alongside genuine progression opportunities. If you're looking for a Client Manager position in Norwich where you can make the role your own and be part of a close-knit, approachable team, please get in contact with Annie to find out more. Salary is dependent on experience.
Honeycomb is partnering with a nationwide Financial Services company to recruit for an Investment Administrator. The role is full time an permanent. The Client Our client has been the wealth manager of choice for individuals and families for over 250 years, and is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. They offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. The Role Our client is recruiting for an Administrator to join their growing team. The individual will report to the Head of Office and will work closely with the senior administrator, supporting investment managers and the wider Belfast team. The administration function is central to the success of the team, and we are looking for a candidate who can embrace and actively contribute to the existing high performance culture. The desired candidate will have a proven track record in providing effective and efficient administrative support, and will be motivated to deliver excellent service and client outcomes. The role will cover various aspects of client account administration and other related tasks, with a focus on the following areas; You will work closely with our clients and their advisers to provide a high-quality service, with the development of relationships, both internally and externally, being of key importance A personable approach to all interactions is essential, along with an ability to engage effectively with clients and other stakeholders from a variety of backgrounds A keen eye for detail, and a focus on producing work to a very high standard of quality and accuracy, is fundamental to the role You should be comfortable talking to clients on the phone, along with writing and responding to emails and letters Administration tasks will vary on a daily basis, but will include the opening of new client accounts, arranging payments to clients, and supporting Investment Managers in their preparation for meetings You will also be required to assist with the preparation of client suitability letters, the production of investment proposals and presentations, and the distribution of valuations and other documents on behalf of the team Criteria Ideally you will have experience in a similar role as an administrator within banking, wealth or investment management. To be successful in this role you will need be an independent worker and thinker, in addition to having the ability to work closely with colleagues as part of the wider team You will preferably have a working knowledge of the financial services landscape, or at least an interest in financial services Excellent communication skills are essential Working knowledge and experience of using Microsoft Office Candidates who thrive on relationship building and interaction with others will derive the most satisfaction and reward from this role The desired candidate is someone who wishes to pursue a long-term career in client administration Package The role comes with a highly competitive salary and benefits package, based on experience. How to Apply To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs. Disclaimer If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.
Mar 03, 2026
Full time
Honeycomb is partnering with a nationwide Financial Services company to recruit for an Investment Administrator. The role is full time an permanent. The Client Our client has been the wealth manager of choice for individuals and families for over 250 years, and is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. They offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. The Role Our client is recruiting for an Administrator to join their growing team. The individual will report to the Head of Office and will work closely with the senior administrator, supporting investment managers and the wider Belfast team. The administration function is central to the success of the team, and we are looking for a candidate who can embrace and actively contribute to the existing high performance culture. The desired candidate will have a proven track record in providing effective and efficient administrative support, and will be motivated to deliver excellent service and client outcomes. The role will cover various aspects of client account administration and other related tasks, with a focus on the following areas; You will work closely with our clients and their advisers to provide a high-quality service, with the development of relationships, both internally and externally, being of key importance A personable approach to all interactions is essential, along with an ability to engage effectively with clients and other stakeholders from a variety of backgrounds A keen eye for detail, and a focus on producing work to a very high standard of quality and accuracy, is fundamental to the role You should be comfortable talking to clients on the phone, along with writing and responding to emails and letters Administration tasks will vary on a daily basis, but will include the opening of new client accounts, arranging payments to clients, and supporting Investment Managers in their preparation for meetings You will also be required to assist with the preparation of client suitability letters, the production of investment proposals and presentations, and the distribution of valuations and other documents on behalf of the team Criteria Ideally you will have experience in a similar role as an administrator within banking, wealth or investment management. To be successful in this role you will need be an independent worker and thinker, in addition to having the ability to work closely with colleagues as part of the wider team You will preferably have a working knowledge of the financial services landscape, or at least an interest in financial services Excellent communication skills are essential Working knowledge and experience of using Microsoft Office Candidates who thrive on relationship building and interaction with others will derive the most satisfaction and reward from this role The desired candidate is someone who wishes to pursue a long-term career in client administration Package The role comes with a highly competitive salary and benefits package, based on experience. How to Apply To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs. Disclaimer If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.
Overview Eden Scott's client, who is one of the UK's largest pensions consultancies is seeking a Principal Pensions Administrator to join their Glasgow team. This senior-level position offers the opportunity to manage Defined Benefit (DB) schemes with precision, compliance, and a strong focus on client service. You'll serve as the primary contact for trustees and advisers, ensuring that every scheme runs smoothly and meets regulatory standards. Responsibilities Experience leading scheme-wide projects such as GMP equalisation, buy-ins, buyouts, and wind-ups Take full ownership of schemes, oversee complex cases Provide mentorship and coaching abilities across all levels of the team Key role in business development by fostering client relationships and identifying new opportunities Proven ability to act as lead contact for trustees and advisers Deep understanding of UK pensions legislation, regulatory frameworks, and industry codes Requirements The ideal candidate must have minimum 5-8 years' experience in DB pensions administration, with a strong track record in handling complex cases, deep understanding of UK pensions legislation, regulatory frameworks, and industry codes. Excellent computer, communication, and organisation skills. Also being able to work independently as well as part of a team. Desirable Qualifications PMI qualification (or currently working towards it) Experience preparing trustee reports and delivering technical advice in meetings Demonstrated success in managing large-scale or complex pension projects Experience in business development activities-pitches, events, or networking involvement An excellent opportunity for the right candidate, please do not hesitate to get in touch by clicking apply to note your interest and to discuss further with Alison Curran prior to progressing. If this role isn't quite what you are looking for, register your CV at Eden Scott and be the first to hear about our latest opportunities by signing up for our job alerts. Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.
Mar 02, 2026
Full time
Overview Eden Scott's client, who is one of the UK's largest pensions consultancies is seeking a Principal Pensions Administrator to join their Glasgow team. This senior-level position offers the opportunity to manage Defined Benefit (DB) schemes with precision, compliance, and a strong focus on client service. You'll serve as the primary contact for trustees and advisers, ensuring that every scheme runs smoothly and meets regulatory standards. Responsibilities Experience leading scheme-wide projects such as GMP equalisation, buy-ins, buyouts, and wind-ups Take full ownership of schemes, oversee complex cases Provide mentorship and coaching abilities across all levels of the team Key role in business development by fostering client relationships and identifying new opportunities Proven ability to act as lead contact for trustees and advisers Deep understanding of UK pensions legislation, regulatory frameworks, and industry codes Requirements The ideal candidate must have minimum 5-8 years' experience in DB pensions administration, with a strong track record in handling complex cases, deep understanding of UK pensions legislation, regulatory frameworks, and industry codes. Excellent computer, communication, and organisation skills. Also being able to work independently as well as part of a team. Desirable Qualifications PMI qualification (or currently working towards it) Experience preparing trustee reports and delivering technical advice in meetings Demonstrated success in managing large-scale or complex pension projects Experience in business development activities-pitches, events, or networking involvement An excellent opportunity for the right candidate, please do not hesitate to get in touch by clicking apply to note your interest and to discuss further with Alison Curran prior to progressing. If this role isn't quite what you are looking for, register your CV at Eden Scott and be the first to hear about our latest opportunities by signing up for our job alerts. Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.
