Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Penn on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore, you'll be someone who has experience of adapting to change and managing an array of different queries and challenges. What you'll do as a Client Liaison Administrator: Providing support to Advisors such as monitoring diaries, opportunities, queries and requests Follow standard procedures and workflows via XPLAN Assist with the preparation of cases in readiness for the paraplanning paperwork Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments. Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities. Adhere and maintain and up to date awareness of company policies, practices and procedures. Maintain records according to Kingswood company standards Prepare meeting packs Gather and obtain information for annual reviews This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided. What we're looking for: Someone who has the ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients. An individual that has an interest of working within Wealth Management/Planning. Due to the nature of our organisation, commercial experience working in a similar role is preferred Experience of providing exceptional client and relationship management Our benefits: 26 days annual leave including a day off for your birthday (plus bank holidays) Contributory pension scheme Private Healthcare Life assurance Health insurance 2 charity volunteer days Employee recognition Recruitment referral Career Development Cycle to work scheme About Kingswood: Kingswood offers tailored financial planning advice, aiming to provide our clients with a complete wealth management service combining financial advice with our in-house investment offering. With a growing network of offices across the UK, our clients range from private individuals to some of the UK's largest universities. Kingswood has recently merged with Mattioli Woods to serve over 25,000 clients with £25 billion in assets under administration and advice. It is the Group's vision to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by our investment in our people and technological innovation. Our Diversity, Equality and Inclusion commitment: At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.
Jan 09, 2026
Full time
Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Penn on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore, you'll be someone who has experience of adapting to change and managing an array of different queries and challenges. What you'll do as a Client Liaison Administrator: Providing support to Advisors such as monitoring diaries, opportunities, queries and requests Follow standard procedures and workflows via XPLAN Assist with the preparation of cases in readiness for the paraplanning paperwork Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments. Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities. Adhere and maintain and up to date awareness of company policies, practices and procedures. Maintain records according to Kingswood company standards Prepare meeting packs Gather and obtain information for annual reviews This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided. What we're looking for: Someone who has the ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients. An individual that has an interest of working within Wealth Management/Planning. Due to the nature of our organisation, commercial experience working in a similar role is preferred Experience of providing exceptional client and relationship management Our benefits: 26 days annual leave including a day off for your birthday (plus bank holidays) Contributory pension scheme Private Healthcare Life assurance Health insurance 2 charity volunteer days Employee recognition Recruitment referral Career Development Cycle to work scheme About Kingswood: Kingswood offers tailored financial planning advice, aiming to provide our clients with a complete wealth management service combining financial advice with our in-house investment offering. With a growing network of offices across the UK, our clients range from private individuals to some of the UK's largest universities. Kingswood has recently merged with Mattioli Woods to serve over 25,000 clients with £25 billion in assets under administration and advice. It is the Group's vision to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by our investment in our people and technological innovation. Our Diversity, Equality and Inclusion commitment: At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.
A leading financial services company in Amersham is seeking a Client Delivery Lead to support their Wealth Planners in managing high net worth clients. The ideal candidate will have at least a year of experience in financial services administration and be proficient in Microsoft Office with excellent communication skills. This role offers a competitive salary and a range of benefits including hybrid working arrangements.
Jan 09, 2026
Full time
A leading financial services company in Amersham is seeking a Client Delivery Lead to support their Wealth Planners in managing high net worth clients. The ideal candidate will have at least a year of experience in financial services administration and be proficient in Microsoft Office with excellent communication skills. This role offers a competitive salary and a range of benefits including hybrid working arrangements.
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The Director of Corporate plays a pivotal role in shaping and leading our corporate advisory services, overseeing the Risk & Reward, Pensions, and Employee Engagement teams. This strategic leadership role drives the development and delivery of market leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. The postholder is responsible for developing innovative, compliant, and high performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market. Responsibilities: Strategic Leadership & Vision Develop and execute the corporate strategy in alignment with Titan's growth ambitions, working closely with executive leadership. Act as the strategic lead across all corporate service lines: pensions, employee engagement, and risk/reward. Monitor trends in legislation, financial markets, and corporate needs to ensure offerings are competitive, relevant, and future focused. Serve as a member of the senior leadership team, contributing to wider organisational strategy, culture, and governance. Client Growth & Revenue Generation Drive business development efforts to acquire and retain mid to large corporate clients. Identify opportunities for cross selling and upselling across the business to maximise client lifetime value. Execute targeted growth strategies in mid large corporates, leveraging Titan's vertically integrated model (financial planning investment custody). Develop pricing and service models that drive sustainable profit growth while meeting client needs. Lead high level client relationships, providing thought leadership, commercial insights, and strategic guidance. Oversee pricing, proposition value cases, and develop commercial models to drive profitability Team Leadership & Operational Oversight Lead and inspire cross functional teams (Risk & Reward, Pensions, and Employee Engagement), ensuring clarity of purpose, accountability, and performance. Set clear KPIs and targets aligned to service excellence, regulatory compliance, and commercial outcomes. Create a culture of innovation, collaboration, and continuous improvement across the corporate function. Oversee operational processes and service delivery standards to ensure efficiency, compliance, and client satisfaction. Risk Management & Governance Ensure that all corporate services operate in full compliance with FCA regulations, pensions legislation, employment law, and internal risk policies. Lead governance frameworks to monitor and manage risk exposure across all corporate client relationships. Champion a strong risk aware culture across teams, supporting robust decision making. Product & Proposition Development Oversee the design and enhancement of corporate financial solutions, including group pensions, flexible benefits, total reward, and employee engagement platforms. Collaborate with marketing and proposition teams to enhance brand visibility, thought leadership, and sales enablement for corporate offerings. Ensure products are commercially viable, client centric, and adaptable to market shifts. Experience required: Essential: Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management. Deep knowledge of pensions (DB, DC, group schemes), reward strategies, and employee engagement models. Track record of delivering revenue growth through strategic client engagement and solution design. Strong understanding of FCA compliance, risk frameworks, and financial product regulation. Commercial acumen and ability to build high value relationships with C suite clients. Desirable: Experience scaling operations or leading a function through transformation/growth. Experience within a private equity backed or fast scaling business. Skills, Competencies & Qualifications (Essential & Desirable): Key Skills and Competencies Strategic thinking with commercial and financial insight Inspirational leadership and people management Exceptional client relationship and stakeholder management skills Deep technical understanding of corporate pension and benefits structures Strong communication and presentation skills Analytical with a solution oriented mindset Change and transformation leadership Essential: Chartered Financial Planner or equivalent qualification. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job related activities.
Jan 09, 2026
Full time
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The Director of Corporate plays a pivotal role in shaping and leading our corporate advisory services, overseeing the Risk & Reward, Pensions, and Employee Engagement teams. This strategic leadership role drives the development and delivery of market leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. The postholder is responsible for developing innovative, compliant, and high performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market. Responsibilities: Strategic Leadership & Vision Develop and execute the corporate strategy in alignment with Titan's growth ambitions, working closely with executive leadership. Act as the strategic lead across all corporate service lines: pensions, employee engagement, and risk/reward. Monitor trends in legislation, financial markets, and corporate needs to ensure offerings are competitive, relevant, and future focused. Serve as a member of the senior leadership team, contributing to wider organisational strategy, culture, and governance. Client Growth & Revenue Generation Drive business development efforts to acquire and retain mid to large corporate clients. Identify opportunities for cross selling and upselling across the business to maximise client lifetime value. Execute targeted growth strategies in mid large corporates, leveraging Titan's vertically integrated model (financial planning investment custody). Develop pricing and service models that drive sustainable profit growth while meeting client needs. Lead high level client relationships, providing thought leadership, commercial insights, and strategic guidance. Oversee pricing, proposition value cases, and develop commercial models to drive profitability Team Leadership & Operational Oversight Lead and inspire cross functional teams (Risk & Reward, Pensions, and Employee Engagement), ensuring clarity of purpose, accountability, and performance. Set clear KPIs and targets aligned to service excellence, regulatory compliance, and commercial outcomes. Create a culture of innovation, collaboration, and continuous improvement across the corporate function. Oversee operational processes and service delivery standards to ensure efficiency, compliance, and client satisfaction. Risk Management & Governance Ensure that all corporate services operate in full compliance with FCA regulations, pensions legislation, employment law, and internal risk policies. Lead governance frameworks to monitor and manage risk exposure across all corporate client relationships. Champion a strong risk aware culture across teams, supporting robust decision making. Product & Proposition Development Oversee the design and enhancement of corporate financial solutions, including group pensions, flexible benefits, total reward, and employee engagement platforms. Collaborate with marketing and proposition teams to enhance brand visibility, thought leadership, and sales enablement for corporate offerings. Ensure products are commercially viable, client centric, and adaptable to market shifts. Experience required: Essential: Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management. Deep knowledge of pensions (DB, DC, group schemes), reward strategies, and employee engagement models. Track record of delivering revenue growth through strategic client engagement and solution design. Strong understanding of FCA compliance, risk frameworks, and financial product regulation. Commercial acumen and ability to build high value relationships with C suite clients. Desirable: Experience scaling operations or leading a function through transformation/growth. Experience within a private equity backed or fast scaling business. Skills, Competencies & Qualifications (Essential & Desirable): Key Skills and Competencies Strategic thinking with commercial and financial insight Inspirational leadership and people management Exceptional client relationship and stakeholder management skills Deep technical understanding of corporate pension and benefits structures Strong communication and presentation skills Analytical with a solution oriented mindset Change and transformation leadership Essential: Chartered Financial Planner or equivalent qualification. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job related activities.
Investment Manager page is loaded Investment Managerlocations: Bristoltime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 30, 2026 (22 days left to apply)job requisition id: R5139# About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.# About the Role Level: 4Department : Investment ManagementLocation: BristolContract: PermanentThis is a fantastic opportunity to join the Bristol Office of Quilter Cheviot. We are looking for an ambitious and dynamic individual to join a successful team to both assist with the existing large client bank and to have the desire and drive to add new clients to help grow the overall AuM. This is an exciting opportunity where the successful candidate will be managing all types of client portfolios and given the opportunity to grow your own client book working both with our Financial Planners and your own relationships as we seek to develop more complex and high value relationships.Key responsibilities include: To liaise with clients on a day-to-day basis providing them with investment reports, investment updates on their portfolios and assisting them with any support they may require. To provide investment advice appropriate to the client's needs, and in compliance with all relevant rules, regulations and in-house policies and procedures. To ensure that all client relationships are properly documented, with a clear understanding of suitability and all required information is obtained from the client on a timely basis, ensuring where relevant that "know your client" information is maintained up-to-date and properly documented. To participate in management of client portfolios including day-to-day trading and ensuring all decisions to trade are suitable for the client. To have a full understanding of the firm's investment process and research output and to attend and participate in relevant company meetings as required to facilitate investment decision making. To participate in prospecting for new business through events or conferences where required to develop new business opportunities. Consumer Duty. This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money. Senior Managers & Certification Regime (SMCR) Roles 4) Functions requiring qualifications7) Client-Dealing# About You The successful candidate will have a culture that aligns with both our corporate and Team values. The candidate may be newly qualified or early in their investment management journey but training and development will be provided to the successful candidate who has a can-do attitude and desire to be a key member of the well-established team. The successful candidate will need to demonstrate strong interpersonal skills and the willingness to work collaboratively with colleagues, both within the team and across the wider business. The candidate will have the ambition to develop existing and new connections with the aim of contributing to growing the team's book. Level 7 Chartered Wealth Manager or equivalent is essential Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
Jan 09, 2026
Full time
Investment Manager page is loaded Investment Managerlocations: Bristoltime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 30, 2026 (22 days left to apply)job requisition id: R5139# About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.# About the Role Level: 4Department : Investment ManagementLocation: BristolContract: PermanentThis is a fantastic opportunity to join the Bristol Office of Quilter Cheviot. We are looking for an ambitious and dynamic individual to join a successful team to both assist with the existing large client bank and to have the desire and drive to add new clients to help grow the overall AuM. This is an exciting opportunity where the successful candidate will be managing all types of client portfolios and given the opportunity to grow your own client book working both with our Financial Planners and your own relationships as we seek to develop more complex and high value relationships.Key responsibilities include: To liaise with clients on a day-to-day basis providing them with investment reports, investment updates on their portfolios and assisting them with any support they may require. To provide investment advice appropriate to the client's needs, and in compliance with all relevant rules, regulations and in-house policies and procedures. To ensure that all client relationships are properly documented, with a clear understanding of suitability and all required information is obtained from the client on a timely basis, ensuring where relevant that "know your client" information is maintained up-to-date and properly documented. To participate in management of client portfolios including day-to-day trading and ensuring all decisions to trade are suitable for the client. To have a full understanding of the firm's investment process and research output and to attend and participate in relevant company meetings as required to facilitate investment decision making. To participate in prospecting for new business through events or conferences where required to develop new business opportunities. Consumer Duty. This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money. Senior Managers & Certification Regime (SMCR) Roles 4) Functions requiring qualifications7) Client-Dealing# About You The successful candidate will have a culture that aligns with both our corporate and Team values. The candidate may be newly qualified or early in their investment management journey but training and development will be provided to the successful candidate who has a can-do attitude and desire to be a key member of the well-established team. The successful candidate will need to demonstrate strong interpersonal skills and the willingness to work collaboratively with colleagues, both within the team and across the wider business. The candidate will have the ambition to develop existing and new connections with the aim of contributing to growing the team's book. Level 7 Chartered Wealth Manager or equivalent is essential Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
Join us as a Training & Competency Manager Financial Planning in our Mass Affluent team based in either Birmingham or Manchester. You will be responsible for assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business. You will instil a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme. This is a core management support role within the Private Bank and Wealth Management, providing overall support to the business head with regards to sales and suitability framework. The individual will foster a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems. Essential Skills/Basic Qualifications A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e.g. CISI IAD, CII etc) Previous experience supervising and managing advisers, providing technical guidance as a subject matter expert, while ensuring teams meet regulated competency requirements across diverse markets Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled with a structured approach to planning, problem-solving, and organization, focused on delivering high standards In-depth knowledge of regulator guidance, the Training & Competence Scheme, and ensuring both personal and team CPD maintenance Extensive experience in financial services, particularly retail regulated products, with a proven ability to coach and manage teams effectively Desirable Skills/Preferred Qualifications Relevant supervisory experience across the UK market Educated to degree level or above Proven ability to establish and sustain clear operational process for teams of people You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role may be located out of Birmingham or Manchester. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information,management of contracts and agreements,and preparation of reports,presentations,and other materials. Coordination of schedules for relationship managers and clients,ensuring efficient time management and smooth communication. Processing of transactions,management of expense reports,and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends,competitor offerings,and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data,preparation of reports on portfolio performance,and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone,email,and other channels,relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects bymanaging timelines andresources,identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits,withdrawals,transfers,bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures,explanation of account terms and conditions,and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances,statements,transactions,fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escape breaches of policies/procedures If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jan 09, 2026
Full time
Join us as a Training & Competency Manager Financial Planning in our Mass Affluent team based in either Birmingham or Manchester. You will be responsible for assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business. You will instil a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme. This is a core management support role within the Private Bank and Wealth Management, providing overall support to the business head with regards to sales and suitability framework. The individual will foster a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems. Essential Skills/Basic Qualifications A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e.g. CISI IAD, CII etc) Previous experience supervising and managing advisers, providing technical guidance as a subject matter expert, while ensuring teams meet regulated competency requirements across diverse markets Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled with a structured approach to planning, problem-solving, and organization, focused on delivering high standards In-depth knowledge of regulator guidance, the Training & Competence Scheme, and ensuring both personal and team CPD maintenance Extensive experience in financial services, particularly retail regulated products, with a proven ability to coach and manage teams effectively Desirable Skills/Preferred Qualifications Relevant supervisory experience across the UK market Educated to degree level or above Proven ability to establish and sustain clear operational process for teams of people You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role may be located out of Birmingham or Manchester. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information,management of contracts and agreements,and preparation of reports,presentations,and other materials. Coordination of schedules for relationship managers and clients,ensuring efficient time management and smooth communication. Processing of transactions,management of expense reports,and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends,competitor offerings,and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data,preparation of reports on portfolio performance,and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone,email,and other channels,relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects bymanaging timelines andresources,identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits,withdrawals,transfers,bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures,explanation of account terms and conditions,and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances,statements,transactions,fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escape breaches of policies/procedures If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
A leading integrated Wealth Manager organization in Surrey is looking for an experienced Financial Planner. The role focuses on new business development and building professional connections. Chartered status is preferred, and a starting salary of up to £100,000 is on offer. Mentorship from successful peers and full back office support is included, making it a great opportunity to advance your career.
Jan 09, 2026
Full time
A leading integrated Wealth Manager organization in Surrey is looking for an experienced Financial Planner. The role focuses on new business development and building professional connections. Chartered status is preferred, and a starting salary of up to £100,000 is on offer. Mentorship from successful peers and full back office support is included, making it a great opportunity to advance your career.
Senior Ecologist - Nottingham An established, award-winning integrated environmental and design practice is seeking a highly skilled and motivated Senior Ecologist to join its ecology team based in Nottingham. The successful candidate will play a key role in delivering high-quality ecological assessments, surveys and mitigation strategies across diverse projects throughout the UK. Working collaboratively with ecologists, landscape architects, planners and technical specialists, this position offers the chance to advance professional expertise while contributing to impactful environmental and development outcomes. Company Benefits; Competitive salary commensurate with experience. Employee Ownership Trust (EOT) structure with potential for tax-free annual discretionary bonuses for all staff. Pension scheme with employer contributions and salary exchange options for enhanced retirement planning. Professional subscription support covering membership fees for bodies such as CIEEM after probation. Generous holiday provisions including holiday purchase/buy-back options. Flexible working arrangements and compressed working week to support work-life balance. Health cash plan and access to wellbeing programmes including employee assistance services. Death in Service scheme offering additional financial security for permanent employees. Access to life assistance resources including bereavement support and counselling services. Opportunities to participate in volunteering and social activities with colleagues. Key Responsibilities; Lead and deliver ecological surveys and assessments, including protected species and habitat evaluations. Prepare technical reports, Environmental Impact Assessments (EcIAs), Biodiversity Net Gain assessments and mitigation plans. Provide expert ecological advice to clients, project teams and stakeholders. Mentor and support junior ecologists, fostering professional growth and excellence. Maintain strong client relationships and contribute to business success. The ecology team operates within a collaborative, multi-disciplinary practice that combines ecology with landscape, urban design, masterplanning and environmental assessment. The practice has a long history of delivering innovative and sustainable projects while maintaining a supportive work environment that encourages career progression and shared success. Interested in this Senior Ecologist opportunity? Pleaseapply to this advert or get in touch with Ashleigh Garner at Penguin Recruitment for more information.
Jan 08, 2026
Full time
Senior Ecologist - Nottingham An established, award-winning integrated environmental and design practice is seeking a highly skilled and motivated Senior Ecologist to join its ecology team based in Nottingham. The successful candidate will play a key role in delivering high-quality ecological assessments, surveys and mitigation strategies across diverse projects throughout the UK. Working collaboratively with ecologists, landscape architects, planners and technical specialists, this position offers the chance to advance professional expertise while contributing to impactful environmental and development outcomes. Company Benefits; Competitive salary commensurate with experience. Employee Ownership Trust (EOT) structure with potential for tax-free annual discretionary bonuses for all staff. Pension scheme with employer contributions and salary exchange options for enhanced retirement planning. Professional subscription support covering membership fees for bodies such as CIEEM after probation. Generous holiday provisions including holiday purchase/buy-back options. Flexible working arrangements and compressed working week to support work-life balance. Health cash plan and access to wellbeing programmes including employee assistance services. Death in Service scheme offering additional financial security for permanent employees. Access to life assistance resources including bereavement support and counselling services. Opportunities to participate in volunteering and social activities with colleagues. Key Responsibilities; Lead and deliver ecological surveys and assessments, including protected species and habitat evaluations. Prepare technical reports, Environmental Impact Assessments (EcIAs), Biodiversity Net Gain assessments and mitigation plans. Provide expert ecological advice to clients, project teams and stakeholders. Mentor and support junior ecologists, fostering professional growth and excellence. Maintain strong client relationships and contribute to business success. The ecology team operates within a collaborative, multi-disciplinary practice that combines ecology with landscape, urban design, masterplanning and environmental assessment. The practice has a long history of delivering innovative and sustainable projects while maintaining a supportive work environment that encourages career progression and shared success. Interested in this Senior Ecologist opportunity? Pleaseapply to this advert or get in touch with Ashleigh Garner at Penguin Recruitment for more information.
Paraplanning Team Leader About Attivo: Attivo are Lifestyle Financial Planners. We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients' lifestyle needs. Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people - because when our people thrive, so do our clients. We're proud to have been named one of the Professional Adviser's Best Financial Advisers to Work For 2025. About the role: As a Paraplanning Team Leader, you will lead, coach, and inspire a talented team of Paraplanners, while also staying hands on with complex technical cases. You'll be responsible for ensuring the delivery of accurate, compliant, and timely suitability reports and advice applications. Alongside managing day to day operations, you'll take on challenging cases yourself, providing technical expertise and setting the standard for your team. This is a leadership role with a strong technical edge - balancing people development, performance management, and workflow efficiency with direct involvement in paraplanning tasks. You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements. This role would require the successful application to work from the office for an average of 2 days per week and could be based in any of our regional office, including Cheltenham, Cardiff, Liverpool, Darlington, Grangemouth Fareham or Harrogate, with occasional travel to Cheltenham Head Office. About you: You're an experienced Paraplanner with Chartered status, or currently working towards, who thrives on leading people as much as solving complex technical problems. You know how to inspire and develop a team while maintaining your own technical excellence. You have a proven track record of producing compliant, high quality suitability reports and advice applications, and you're confident in handling escalations and complex planning cases. You also understand how to monitor performance, improve processes, and embed a high performance, client focused culture within a team. If you're looking for the next step in your career where you can combine technical expertise with leadership impact, this role offers the opportunity to shape and grow a paraplanning function that underpins the success of our Financial Planners and clients. Key Responsibilities include: Lead, coach, and mentor a team of Paraplanners, providing regular feedback, reviews, and development plans. Allocate and monitor workloads, ensuring suitability reports and applications are delivered accurately and on time. Actively participate in paraplanning tasks, handling complex or high priority cases. Maintain the highest standards of compliance and regulatory record keeping. Provide technical support to Financial Planners and Paraplanners, addressing queries and complex cases. Oversee training and induction, ensuring team members build their skills and confidence. Manage performance, addressing underperformance where required. Produce management information and reports to track quality and output. Review and improve workflows, streamlining processes and embedding efficiency. Act as the escalation point for issues within the team, ensuring timely resolution and client satisfaction. Essential skills and experience: Experienced Paraplanner. CII/PFS Chartered status or working toward. Proven line management experience. Strong knowledge of cash flow modelling systems. Skilled in FE Analytics. Excellent interpersonal, listening, numerical, and IT skills. Desirable skills and experience: Supervision qualification such as J07 or AF6. Experience of Intelligent Office (IO). Experience of managing a team remotely. Salary and benefits: Up to £60,000 per annum, depending on experience and qualifications. Attivo also offers: Non contributory Pension Scheme Private Medical Insurance Income Protection Critical Illness Cover CashPlan Death in Service Generous holiday allowance, rising with length of service Work from home and flexible working available Parking allowance for employees who live over 1.5 miles away from the office Excellent culture, promoting employee wellbeing and engagement Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you. We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries. Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission. Please visit our website to view our full privacy policy for prospective employees.
Jan 08, 2026
Full time
Paraplanning Team Leader About Attivo: Attivo are Lifestyle Financial Planners. We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients' lifestyle needs. Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people - because when our people thrive, so do our clients. We're proud to have been named one of the Professional Adviser's Best Financial Advisers to Work For 2025. About the role: As a Paraplanning Team Leader, you will lead, coach, and inspire a talented team of Paraplanners, while also staying hands on with complex technical cases. You'll be responsible for ensuring the delivery of accurate, compliant, and timely suitability reports and advice applications. Alongside managing day to day operations, you'll take on challenging cases yourself, providing technical expertise and setting the standard for your team. This is a leadership role with a strong technical edge - balancing people development, performance management, and workflow efficiency with direct involvement in paraplanning tasks. You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements. This role would require the successful application to work from the office for an average of 2 days per week and could be based in any of our regional office, including Cheltenham, Cardiff, Liverpool, Darlington, Grangemouth Fareham or Harrogate, with occasional travel to Cheltenham Head Office. About you: You're an experienced Paraplanner with Chartered status, or currently working towards, who thrives on leading people as much as solving complex technical problems. You know how to inspire and develop a team while maintaining your own technical excellence. You have a proven track record of producing compliant, high quality suitability reports and advice applications, and you're confident in handling escalations and complex planning cases. You also understand how to monitor performance, improve processes, and embed a high performance, client focused culture within a team. If you're looking for the next step in your career where you can combine technical expertise with leadership impact, this role offers the opportunity to shape and grow a paraplanning function that underpins the success of our Financial Planners and clients. Key Responsibilities include: Lead, coach, and mentor a team of Paraplanners, providing regular feedback, reviews, and development plans. Allocate and monitor workloads, ensuring suitability reports and applications are delivered accurately and on time. Actively participate in paraplanning tasks, handling complex or high priority cases. Maintain the highest standards of compliance and regulatory record keeping. Provide technical support to Financial Planners and Paraplanners, addressing queries and complex cases. Oversee training and induction, ensuring team members build their skills and confidence. Manage performance, addressing underperformance where required. Produce management information and reports to track quality and output. Review and improve workflows, streamlining processes and embedding efficiency. Act as the escalation point for issues within the team, ensuring timely resolution and client satisfaction. Essential skills and experience: Experienced Paraplanner. CII/PFS Chartered status or working toward. Proven line management experience. Strong knowledge of cash flow modelling systems. Skilled in FE Analytics. Excellent interpersonal, listening, numerical, and IT skills. Desirable skills and experience: Supervision qualification such as J07 or AF6. Experience of Intelligent Office (IO). Experience of managing a team remotely. Salary and benefits: Up to £60,000 per annum, depending on experience and qualifications. Attivo also offers: Non contributory Pension Scheme Private Medical Insurance Income Protection Critical Illness Cover CashPlan Death in Service Generous holiday allowance, rising with length of service Work from home and flexible working available Parking allowance for employees who live over 1.5 miles away from the office Excellent culture, promoting employee wellbeing and engagement Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you. We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries. Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission. Please visit our website to view our full privacy policy for prospective employees.
We areseekinganexperienced, organised, and driven Advice Delivery Manager to join our Borehamwood office. Thisrole willreportto thelocalPod Leader. In this role, you will work closely withthe Pod Advisers,Regional Directors, the Training and Peopleteams, and other Pod ADMs to enhance the client experience, streamline service delivery to Advisers and clients, and improve the speed and accuracy of administrative support and advice. Operating in a fastpaced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering highquality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will helpmaintainthe highest standards in client service while ensuring seamless operational support. Advice Delivery Manager The Advice Delivery Manager (ADM) is a key leadership role within each Pod, responsible for managing the Advice Support Functions, which include Paraplanning and Planning Support (formerly Client Services). The ADM ensures that these functionsoperateefficiently, delivering structured, high-quality support to Advisers and clients whilemaintainingclear accountability within the Pod. By providing operational and administrative leadership at the Pod level, the ADM enhances decision-making, oversees performance, and coordinates the Paraplanning and Planning Support teams. This role ensures that all processes and policies are followed, driving efficiency andmaintainingexcellence in service delivery, enabling Advisers to dedicate more time toclientsand ensuring Saltus delivers the highest level of service. This roleis responsible forhiring, performance management, and team development. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are a successful LLP, witha number ofdifferent offices.We are incredibly proud of our culture and workreally hardto ensure that Saltus isa great placeto work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. Saltus is an independently owned financial planning and discretionary investment management house. Weare dedicated to providinga high-quality service for private clients, trusts, and smaller institutions.Saltus wasfounded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £9billion of client assets,acquiredthrough a combination of organic business growth and corporate acquisitions. Advice Delivery Manageris responsible for(responsibilities): An important responsibility for the ADM is to keep the pods working in the same way, and this will typically be solved through a standard set of documented processes that each Pod follows. The ADMswork together as a team on improvement ideas, which are then trained out to the Pods and implemented as changes to the standard documented processes to keep activity aligned. Report directly to the Pod Leader, ensuring leadership is embedded within the Pod structure. An ADM may have responsibility for thedelivery of advicewithinmore than one Pod depending onbusinessrequirements, and the size of the pods at that time. Support Pod Leaders and Advisers by ensuring seamless workflow management and resource allocation. Work to provide Saltus clients with the highest level of service, by supporting Advisers so that they have more time with their clients. Oversee the performance of the Advice Support Functions (Paraplanning & Planning Support), ensuring operational excellence. Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards. Proactively provide regular updates to the Pod Leader on team performance and capacity. Ensure full accountability for team structure, service delivery, and Adviser support functions. Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively. Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme. Work closely with the FP Training Team, which willbe responsible fortraining Planning Support and Paraplanners. Ensure team members understand their core duties, expectations, and service delivery requirements. Act as a first point of contact for any team issues or escalations. Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations. Work closely withthe Peopleand Training teams to drive ongoing professional development for Act as the key leadership figure within the Pod for Adviser support functions. What skills and experience do I need to have? To be successful in this role, the ideal candidate will have: Strong operational oversight withexpertisein financial planning, paraplanning, and client support. Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes. Proven leadership and team management within financial services, ensuring efficiency and service excellence.Minimum of 3-5years experiencein paraplanning or client services. Excellent stakeholder management, collaborating with leadership, training, and support teams. Strategic and organised, able to manage multiple priorities in a fast-paced environment. Strong attention to detail, ensuring accuracy and consistency in all processes. Excellent communication skills with a client-focused approach to enhance Adviser and client experiences. Familiarity with FCA regulations and compliance standards within financial advice firms. This role is ideal for someone with extensive knowledge of Paraplanning and Client Services, a passion for developing high-performing teams, and the ability to drive operational efficiencies whilemaintaininga high standard of client support. As Advice Delivery Manager, you wouldgenerally have/ be (Person Spec): Strategic thinker with extensive experience in Paraplanning,Planning Support, and Financial Planning. Competent, approachable leader focused on excellence in client experience. Thrives in a busy environment, managing deadlines while staying calm. Strong attention to detail with a focus on accuracy and clear communication. Excellent verbal and written communication, including proofreading and grammar skills. Proactive approach to solving operational challenges. Qualifications It's not essential to have financial planning qualifications such as those provided by thePersonalFinanceSociety/CII,howeverwe would encourageandsupportthe applicant to start the journey of takingrelevantindustry qualifications, and in the interview process it will bean advantageto haveindustry relevant qualifications. Whilst we would accept applicants without the relevant qualifications it is veryimportant thatthe applicant can demonstrate a clearunderstanding of the Advice process; withempathyand acute awareness of the roles ofPlanning Support or Paraplanning, in ordertounderstand the administrative process that the team go through in order to helpyour teamsolvepodand clientissues. Where will I be working? Theserolesaresupporting client facing staff, and clientsandthereforewillform part of ourfront linedistribution of financial servicesbased in our offices.The ADM will be based outofour Borehamwood office. What benefits do I get when working for Saltus? Salary rangeof£40,000 - £50,000dependent on experienceand location (Londonweighting will be considered), witha discretionary performancerelatedbonus ofup to20% of salarybased on completion ofADMPod KPIs.Thisrole also includes28 days' holiday (plus bank holidays and your birthday), studyassistance, life assurance, income protection, private medicaland a pension, alongside access to our flexible benefits platform. Just as importantly, you will get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our400+people. We work hard, but we have an awful lot of fun along the way. If you think you would like to come and join us, then please do get in touch we would love to hear from you.
Jan 08, 2026
Full time
We areseekinganexperienced, organised, and driven Advice Delivery Manager to join our Borehamwood office. Thisrole willreportto thelocalPod Leader. In this role, you will work closely withthe Pod Advisers,Regional Directors, the Training and Peopleteams, and other Pod ADMs to enhance the client experience, streamline service delivery to Advisers and clients, and improve the speed and accuracy of administrative support and advice. Operating in a fastpaced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering highquality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will helpmaintainthe highest standards in client service while ensuring seamless operational support. Advice Delivery Manager The Advice Delivery Manager (ADM) is a key leadership role within each Pod, responsible for managing the Advice Support Functions, which include Paraplanning and Planning Support (formerly Client Services). The ADM ensures that these functionsoperateefficiently, delivering structured, high-quality support to Advisers and clients whilemaintainingclear accountability within the Pod. By providing operational and administrative leadership at the Pod level, the ADM enhances decision-making, oversees performance, and coordinates the Paraplanning and Planning Support teams. This role ensures that all processes and policies are followed, driving efficiency andmaintainingexcellence in service delivery, enabling Advisers to dedicate more time toclientsand ensuring Saltus delivers the highest level of service. This roleis responsible forhiring, performance management, and team development. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are a successful LLP, witha number ofdifferent offices.We are incredibly proud of our culture and workreally hardto ensure that Saltus isa great placeto work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. Saltus is an independently owned financial planning and discretionary investment management house. Weare dedicated to providinga high-quality service for private clients, trusts, and smaller institutions.Saltus wasfounded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £9billion of client assets,acquiredthrough a combination of organic business growth and corporate acquisitions. Advice Delivery Manageris responsible for(responsibilities): An important responsibility for the ADM is to keep the pods working in the same way, and this will typically be solved through a standard set of documented processes that each Pod follows. The ADMswork together as a team on improvement ideas, which are then trained out to the Pods and implemented as changes to the standard documented processes to keep activity aligned. Report directly to the Pod Leader, ensuring leadership is embedded within the Pod structure. An ADM may have responsibility for thedelivery of advicewithinmore than one Pod depending onbusinessrequirements, and the size of the pods at that time. Support Pod Leaders and Advisers by ensuring seamless workflow management and resource allocation. Work to provide Saltus clients with the highest level of service, by supporting Advisers so that they have more time with their clients. Oversee the performance of the Advice Support Functions (Paraplanning & Planning Support), ensuring operational excellence. Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards. Proactively provide regular updates to the Pod Leader on team performance and capacity. Ensure full accountability for team structure, service delivery, and Adviser support functions. Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively. Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme. Work closely with the FP Training Team, which willbe responsible fortraining Planning Support and Paraplanners. Ensure team members understand their core duties, expectations, and service delivery requirements. Act as a first point of contact for any team issues or escalations. Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations. Work closely withthe Peopleand Training teams to drive ongoing professional development for Act as the key leadership figure within the Pod for Adviser support functions. What skills and experience do I need to have? To be successful in this role, the ideal candidate will have: Strong operational oversight withexpertisein financial planning, paraplanning, and client support. Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes. Proven leadership and team management within financial services, ensuring efficiency and service excellence.Minimum of 3-5years experiencein paraplanning or client services. Excellent stakeholder management, collaborating with leadership, training, and support teams. Strategic and organised, able to manage multiple priorities in a fast-paced environment. Strong attention to detail, ensuring accuracy and consistency in all processes. Excellent communication skills with a client-focused approach to enhance Adviser and client experiences. Familiarity with FCA regulations and compliance standards within financial advice firms. This role is ideal for someone with extensive knowledge of Paraplanning and Client Services, a passion for developing high-performing teams, and the ability to drive operational efficiencies whilemaintaininga high standard of client support. As Advice Delivery Manager, you wouldgenerally have/ be (Person Spec): Strategic thinker with extensive experience in Paraplanning,Planning Support, and Financial Planning. Competent, approachable leader focused on excellence in client experience. Thrives in a busy environment, managing deadlines while staying calm. Strong attention to detail with a focus on accuracy and clear communication. Excellent verbal and written communication, including proofreading and grammar skills. Proactive approach to solving operational challenges. Qualifications It's not essential to have financial planning qualifications such as those provided by thePersonalFinanceSociety/CII,howeverwe would encourageandsupportthe applicant to start the journey of takingrelevantindustry qualifications, and in the interview process it will bean advantageto haveindustry relevant qualifications. Whilst we would accept applicants without the relevant qualifications it is veryimportant thatthe applicant can demonstrate a clearunderstanding of the Advice process; withempathyand acute awareness of the roles ofPlanning Support or Paraplanning, in ordertounderstand the administrative process that the team go through in order to helpyour teamsolvepodand clientissues. Where will I be working? Theserolesaresupporting client facing staff, and clientsandthereforewillform part of ourfront linedistribution of financial servicesbased in our offices.The ADM will be based outofour Borehamwood office. What benefits do I get when working for Saltus? Salary rangeof£40,000 - £50,000dependent on experienceand location (Londonweighting will be considered), witha discretionary performancerelatedbonus ofup to20% of salarybased on completion ofADMPod KPIs.Thisrole also includes28 days' holiday (plus bank holidays and your birthday), studyassistance, life assurance, income protection, private medicaland a pension, alongside access to our flexible benefits platform. Just as importantly, you will get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our400+people. We work hard, but we have an awful lot of fun along the way. If you think you would like to come and join us, then please do get in touch we would love to hear from you.
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. Are you an experienced leader in financial planning, ready to take the next step in your career? We are seeking a Regional Manager to lead our team of Private Client Financial Planners across the South of England. You'll play a pivotal role in delivering outstanding financial advice and service to our valued clients, while driving business growth and supporting the professional development of your team. The role will be looking after the South West patch of England, and will be expected to attend the Bristol office circa 2 days a week. Responsibilities Achieve team revenue and new business targets. Ensure the team focus on delivering an excellent service to all clients. Ensure the team deploy and understand our core proposition. Coach, develop and motivate the team to ensure they perform at a high level, strive for excellence and deliver individual and business goals. Address any training and development needs, ensuring direct reports have a personal development plan. Work alongside the T&C Manager to ensure continued compliance with KPIs and wider performance measures. Lead business development campaigns, with support from the Business Development Team. Ensure the team proactively work with the wider group and identify opportunities to cross refer clients. Maintain effective internal relationships to ensure the smooth flow of client work through the advice process. Proactively develop customer relationships by making efforts to listen and understand the customer (both internal and external). Support the delivery of key projects, sometimes leading their deployment. Set clear personal objectives that are SMART and challenging, review objectives and feedback regularly in one to ones and performance reviews. Express ideas effectively in individual and group situations, adjusting language or terminology to the characteristics and needs of the audience. Maintain and promote social, ethical and organizational norms in conducting internal and external business activities. Work effectively across the business, taking actions that respect the needs and contributions of others, contribute to and accept the consensus. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Create an environment where colleagues feel safe and are encouraged to challenge existing practices to provide improvements and efficiencies. Critical Skills Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business. Ability to deliver coaching and training to individuals and groups Ability to set objectives and manage the performance of staff Ability to work on own direction, delegate and run projects. Critical Knowledge and Experience Attain a satisfactory level of technical and professional skills/knowledge in job-related areas, keep abreast of current developments and trends in areas of expertise. Financial planning experience Line management experience Coaching and leadership experience Qualifications Essential - Diploma in Financial Planning (or equivalent) Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this CAS holder SPS holder Company Values Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Benefits Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Jan 08, 2026
Full time
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. Are you an experienced leader in financial planning, ready to take the next step in your career? We are seeking a Regional Manager to lead our team of Private Client Financial Planners across the South of England. You'll play a pivotal role in delivering outstanding financial advice and service to our valued clients, while driving business growth and supporting the professional development of your team. The role will be looking after the South West patch of England, and will be expected to attend the Bristol office circa 2 days a week. Responsibilities Achieve team revenue and new business targets. Ensure the team focus on delivering an excellent service to all clients. Ensure the team deploy and understand our core proposition. Coach, develop and motivate the team to ensure they perform at a high level, strive for excellence and deliver individual and business goals. Address any training and development needs, ensuring direct reports have a personal development plan. Work alongside the T&C Manager to ensure continued compliance with KPIs and wider performance measures. Lead business development campaigns, with support from the Business Development Team. Ensure the team proactively work with the wider group and identify opportunities to cross refer clients. Maintain effective internal relationships to ensure the smooth flow of client work through the advice process. Proactively develop customer relationships by making efforts to listen and understand the customer (both internal and external). Support the delivery of key projects, sometimes leading their deployment. Set clear personal objectives that are SMART and challenging, review objectives and feedback regularly in one to ones and performance reviews. Express ideas effectively in individual and group situations, adjusting language or terminology to the characteristics and needs of the audience. Maintain and promote social, ethical and organizational norms in conducting internal and external business activities. Work effectively across the business, taking actions that respect the needs and contributions of others, contribute to and accept the consensus. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Create an environment where colleagues feel safe and are encouraged to challenge existing practices to provide improvements and efficiencies. Critical Skills Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business. Ability to deliver coaching and training to individuals and groups Ability to set objectives and manage the performance of staff Ability to work on own direction, delegate and run projects. Critical Knowledge and Experience Attain a satisfactory level of technical and professional skills/knowledge in job-related areas, keep abreast of current developments and trends in areas of expertise. Financial planning experience Line management experience Coaching and leadership experience Qualifications Essential - Diploma in Financial Planning (or equivalent) Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this CAS holder SPS holder Company Values Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Benefits Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Artworker & Typesetter Contract type: 2-year fixed-term Location: London or Newcastle office with a minimum of 2 days per week in the office in line with our hybrid working policy. Salary: London: c.£35,000, Newcastle: c.£30,000 (higher base salaries may be available for exceptional candidates) + civil service pension About the role The Artworker & Typesetters (A&T) report to the Publishing Lead and are responsible for the templated layout and production of National Audit Office (NAO) Parliamentary publications. Working in a fast-paced, deadline-driven environment, they deliver a high-quality and professional service across a wide range of digital and print outputs. The role involves typesetting and the creation and development of charts and graphics for standard publications, as well as providing occasional support to the Design team. We are seeking an experienced artworker and typesetter with some graphic design experience to support the artworking and typesetting of reports and other publications. A&T are responsible for managing and prioritising multiple projects concurrently, undertaking quality control through peer review, and making amendments and corrections to content and graphics as required. The role also has responsibility for the quality assurance of publications laid in Parliament. A&T are jointly responsible for laying content in Parliament using established automated and semi-automated messaging systems, including Teams communication channels, and for processing financial audit accounts for government departments seeking to use Parliamentary privilege. In addition, A&T undertake post-production activities, including the creation of accessible ePub files and Amazon-ready digital formats, managing uploads to Amazon, and working with the Digital team to ensure content is scheduled and published on the NAO website. Responsibilities Operational 80%: Typeset content using pre-existing InDesign templates, ensuring accurate text flow, pagination, and the correct placement of graphics and charts in context. Identify and escalate any issues to the Publishing Lead as appropriate. Create simple charts and diagrams from templated content. Use automation and design tools to generate, re-key, and improve where needed. Ensure all work adheres to provided templates and consistently meets house style and NAO brand guidelines. Lay NAO content in Parliament using the automated messaging systems. Lay Financial Audit accounts for government departments including occasional typesetting of these accounts. Implement corrections to report text, charts, and graphics following client reviews. Conduct quality checks on all laid publications, including artwork and text, as part of a peer-review process. Support the Design team by quality assuring non-laid publications and associated assets as required, checking for style and format. Make amendments using Adobe InDesign or Illustrator where appropriate or provide feedback to the Design team to implement necessary changes. Produce final and accessible ePub and PDF files for both print and digital publication. Manage uploads to Amazon and liaise with the Digital and Press teams to ensure content is published on the NAO website. Produce work to a high standard and quality, within agreed timescales and quality check own as well as others work to ensure accuracy. Communicate job progress at every stage of the process using the approved communication channels and tools to ensure the smooth running of work and schedules (KanBan production board and Teams chat/channels). Work collaboratively with colleagues in D&P and the wider Communications team, such as the Digital and Press teams as well as with internal clients. Innovation (20%): Continuously develop publishing and production skills and proactively share knowledge and expertise with colleagues across the D&P and Comms. teams. Actively contribute to discussions on innovations in publishing and production, enhancing client services, and improving team operations and ways of working. ESSENTIAL SKILLS REQUIRED Excellent knowledge of Adobe CC; specifically, Adobe InDesign; Illustrator; and Acrobat Experience in applying branding consistently across publications, with solid typographic knowledge. Experience in laying out publications across spreads, creating graphics, and paginating content in line with brand and editorial style guidelines. Experience in quality assurance work. Demonstrable spelling and grammar skills with the ability to maintain accuracy. Intermediate knowledge of pre-press preparation and production across both digital and print media. Intermediate knowledge and awareness of accessibility issues and creating accessible outputs. Working knowledge of Microsoft Office applications including Word, Excel and PowerPoint. DESIRABLE SKILLS Studio workflow - knowledge of tools and systems such as SharePoint, Teams, Planner, Project, Power-automate Automation of design tasks Basic knowledge of Adobe Express Knowledge of WordPress, and/or html
Jan 08, 2026
Full time
Artworker & Typesetter Contract type: 2-year fixed-term Location: London or Newcastle office with a minimum of 2 days per week in the office in line with our hybrid working policy. Salary: London: c.£35,000, Newcastle: c.£30,000 (higher base salaries may be available for exceptional candidates) + civil service pension About the role The Artworker & Typesetters (A&T) report to the Publishing Lead and are responsible for the templated layout and production of National Audit Office (NAO) Parliamentary publications. Working in a fast-paced, deadline-driven environment, they deliver a high-quality and professional service across a wide range of digital and print outputs. The role involves typesetting and the creation and development of charts and graphics for standard publications, as well as providing occasional support to the Design team. We are seeking an experienced artworker and typesetter with some graphic design experience to support the artworking and typesetting of reports and other publications. A&T are responsible for managing and prioritising multiple projects concurrently, undertaking quality control through peer review, and making amendments and corrections to content and graphics as required. The role also has responsibility for the quality assurance of publications laid in Parliament. A&T are jointly responsible for laying content in Parliament using established automated and semi-automated messaging systems, including Teams communication channels, and for processing financial audit accounts for government departments seeking to use Parliamentary privilege. In addition, A&T undertake post-production activities, including the creation of accessible ePub files and Amazon-ready digital formats, managing uploads to Amazon, and working with the Digital team to ensure content is scheduled and published on the NAO website. Responsibilities Operational 80%: Typeset content using pre-existing InDesign templates, ensuring accurate text flow, pagination, and the correct placement of graphics and charts in context. Identify and escalate any issues to the Publishing Lead as appropriate. Create simple charts and diagrams from templated content. Use automation and design tools to generate, re-key, and improve where needed. Ensure all work adheres to provided templates and consistently meets house style and NAO brand guidelines. Lay NAO content in Parliament using the automated messaging systems. Lay Financial Audit accounts for government departments including occasional typesetting of these accounts. Implement corrections to report text, charts, and graphics following client reviews. Conduct quality checks on all laid publications, including artwork and text, as part of a peer-review process. Support the Design team by quality assuring non-laid publications and associated assets as required, checking for style and format. Make amendments using Adobe InDesign or Illustrator where appropriate or provide feedback to the Design team to implement necessary changes. Produce final and accessible ePub and PDF files for both print and digital publication. Manage uploads to Amazon and liaise with the Digital and Press teams to ensure content is published on the NAO website. Produce work to a high standard and quality, within agreed timescales and quality check own as well as others work to ensure accuracy. Communicate job progress at every stage of the process using the approved communication channels and tools to ensure the smooth running of work and schedules (KanBan production board and Teams chat/channels). Work collaboratively with colleagues in D&P and the wider Communications team, such as the Digital and Press teams as well as with internal clients. Innovation (20%): Continuously develop publishing and production skills and proactively share knowledge and expertise with colleagues across the D&P and Comms. teams. Actively contribute to discussions on innovations in publishing and production, enhancing client services, and improving team operations and ways of working. ESSENTIAL SKILLS REQUIRED Excellent knowledge of Adobe CC; specifically, Adobe InDesign; Illustrator; and Acrobat Experience in applying branding consistently across publications, with solid typographic knowledge. Experience in laying out publications across spreads, creating graphics, and paginating content in line with brand and editorial style guidelines. Experience in quality assurance work. Demonstrable spelling and grammar skills with the ability to maintain accuracy. Intermediate knowledge of pre-press preparation and production across both digital and print media. Intermediate knowledge and awareness of accessibility issues and creating accessible outputs. Working knowledge of Microsoft Office applications including Word, Excel and PowerPoint. DESIRABLE SKILLS Studio workflow - knowledge of tools and systems such as SharePoint, Teams, Planner, Project, Power-automate Automation of design tasks Basic knowledge of Adobe Express Knowledge of WordPress, and/or html
Head of Advice Guidance Field-based aligned to your nearest Succession office location Highly Competitive Salary + Benefits We are Succession Wealth, from start-upin 2009, we are now one of the leading independent financial planning and wealth management business'in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth, Succession Wealth is delighted to offer a fantastic opportunity for an experienced professional to join us as Head of Advice Guidance. This is a senior role with significant responsibility, where you will play a key part in shaping advice standards and ensuring exceptional outcomes for our clients. About the Role Responsibilities of the role include: Strategic Development and Implementation Own and deliver a comprehensive advice guidance strategy. Lead on the translation of advice guidelines and policy into automated, digital and AI related advice delivery methods. Monitor regulatory and market trends, incorporating changes into proposition development. Regulatory & Compliance Ensure all propositions meet regulatory requirements and industry best practice. Partner with Compliance to maintain governance and risk frameworks. Keep the business fully aligned with FCA and other regulatory standards. Stakeholder Management & Collaboration Build strong relationships across departments to deliver aligned advice guidance. Represent Succession externally at industry forums and maintain networks within Aviva Group and wider market. About You We welcome applications from individuals who are passionate about advice excellence and have the experience to lead at a strategic level. Ideally, you will bring: Strong knowledge of financial services regulations and advice processes. Proven leadership and stakeholder engagement skills. A track record of delivering results in complex, regulated environments. Qualifications & Experience Required Level 4 Diploma in Financial Planning (or equivalent) - Chartered status is highly desirable. Extensive experience in financial services advice and compliance. Proven ability to lead at a strategic level and influence senior stakeholders. Strong understanding of FCA regulations and advice frameworks. Excellent leadership, communication, and stakeholder management skills. As Head of Advice Guidance, you'll shape our advice strategy and lead a team of experts to deliver excellence. You'll set objectives, coach, and align resources to drive innovation, collaboration, and continuous improvement. Your success will be measured by client acquisition and retention, revenue growth, efficiency, and satisfaction. You'll also oversee the creation of high-quality guidance and support materials to empower Wealth Planners and ensure exceptional client experiences. What you can expect from us Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Jan 07, 2026
Full time
Head of Advice Guidance Field-based aligned to your nearest Succession office location Highly Competitive Salary + Benefits We are Succession Wealth, from start-upin 2009, we are now one of the leading independent financial planning and wealth management business'in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth, Succession Wealth is delighted to offer a fantastic opportunity for an experienced professional to join us as Head of Advice Guidance. This is a senior role with significant responsibility, where you will play a key part in shaping advice standards and ensuring exceptional outcomes for our clients. About the Role Responsibilities of the role include: Strategic Development and Implementation Own and deliver a comprehensive advice guidance strategy. Lead on the translation of advice guidelines and policy into automated, digital and AI related advice delivery methods. Monitor regulatory and market trends, incorporating changes into proposition development. Regulatory & Compliance Ensure all propositions meet regulatory requirements and industry best practice. Partner with Compliance to maintain governance and risk frameworks. Keep the business fully aligned with FCA and other regulatory standards. Stakeholder Management & Collaboration Build strong relationships across departments to deliver aligned advice guidance. Represent Succession externally at industry forums and maintain networks within Aviva Group and wider market. About You We welcome applications from individuals who are passionate about advice excellence and have the experience to lead at a strategic level. Ideally, you will bring: Strong knowledge of financial services regulations and advice processes. Proven leadership and stakeholder engagement skills. A track record of delivering results in complex, regulated environments. Qualifications & Experience Required Level 4 Diploma in Financial Planning (or equivalent) - Chartered status is highly desirable. Extensive experience in financial services advice and compliance. Proven ability to lead at a strategic level and influence senior stakeholders. Strong understanding of FCA regulations and advice frameworks. Excellent leadership, communication, and stakeholder management skills. As Head of Advice Guidance, you'll shape our advice strategy and lead a team of experts to deliver excellence. You'll set objectives, coach, and align resources to drive innovation, collaboration, and continuous improvement. Your success will be measured by client acquisition and retention, revenue growth, efficiency, and satisfaction. You'll also oversee the creation of high-quality guidance and support materials to empower Wealth Planners and ensure exceptional client experiences. What you can expect from us Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory role is located for their newly acquired south Thames Ditton and surrounding areas (one of 50+ national hubs and still growing) servicing existing (exiting owner/director) clients as well as building on new client activity. The existing client bank available to inherit is circa 120+ households and client retention will be key and the main focus. Further details will be discussed on application regarding inherited AUM and on-going advice fees, but this will be highly attractive to all prospective applicants. Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth. Ideally you will have a good many years Financial Planning/Wealth advisory experience (CAS, FCA registered, minimum Diploma qualified etc) with an exemplary track record, predominately on pension, investment & protection advice to private clients. Our client offers a market leading, independent proposition, with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry. This opportunity is employed only (salary up to £75k, but this can be discussed further with us) with excellent bonuses available through initial fee/new business and recurring income. Our client has traditionally paid a high basic salary, this really is an attractive advisory role which easily carries 6 figure potential. Full Paraplanning/Admin support will be offered from the existing team/offices as well as regional teams. Applicants will ideally be from the Thames Ditton areas to service the wider client bank. Home and office working is of course fully supported. We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Jan 07, 2026
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory role is located for their newly acquired south Thames Ditton and surrounding areas (one of 50+ national hubs and still growing) servicing existing (exiting owner/director) clients as well as building on new client activity. The existing client bank available to inherit is circa 120+ households and client retention will be key and the main focus. Further details will be discussed on application regarding inherited AUM and on-going advice fees, but this will be highly attractive to all prospective applicants. Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth. Ideally you will have a good many years Financial Planning/Wealth advisory experience (CAS, FCA registered, minimum Diploma qualified etc) with an exemplary track record, predominately on pension, investment & protection advice to private clients. Our client offers a market leading, independent proposition, with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry. This opportunity is employed only (salary up to £75k, but this can be discussed further with us) with excellent bonuses available through initial fee/new business and recurring income. Our client has traditionally paid a high basic salary, this really is an attractive advisory role which easily carries 6 figure potential. Full Paraplanning/Admin support will be offered from the existing team/offices as well as regional teams. Applicants will ideally be from the Thames Ditton areas to service the wider client bank. Home and office working is of course fully supported. We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Overview Ready to join a category leader with big plans for 2026? Quaker is operating as its own dynamic business unit, and the year ahead is packed with opportunities. From proudly sponsoring Team GB at the Winter Olympics to supporting the World Cup, there's never been a more exciting time to be part of our journey. We're looking for a talented Customer Business Manager (CBM) to join our team and help shape what's next. Responsibilities Manage external customer relationships with key trading contacts to Senior Buyer level, as well as working with Range & Space planners, Online and Supply. Own the full Quaker P&L for two major UK retailers, ensuring delivery of financial targets. Build strategic Joint Business Plans and Account Plans to both achieve PepsiCo AOP objectives and Share of Market targets. Manage an internal matrix of Shopper Marketing, Finance, Supply Chain, Digital, Category Management teams to deliver Main Estate, Convenience and Online plans. Develop and deliver execution for Marketing campaigns, Core and NPD in line with internal expectations and gate targets. Manage accurate volume forecasting and demand planning to ensure supply continuity; monitor performance versus plan and implement corrective actions as needed. Represent Quaker and the customer voice in key internal forums, including Hit Plan, Step Backs and Account Plans. Utilise trade investment and trading levers efficiently through negotiation and developing a promotional strategy. Key part of Quaker and Customer Teams - delivering positive team dynamic and showing role model behaviour. Qualifications National account management experience and strong negotiation skills, with the ability to conduct multi-faceted negotiations at both tactical and strategic/contractual level. Drive for results - successful record of delivering results and continually demonstrating a sense of urgency; knows the numbers cold; recognises the need for balanced growth. Competent in managing complex customer P&Ls and how to deliver win-win plans that deliver both PEP and customer financial targets. Commitment to driving sustainable growth - candidate must understand the bigger picture and relentlessly pursue goals that support total PEP. Advanced analytical ability to identify trends and insight in data. Strong organisational skills and the ability to prioritise effectively. An ability to build strong internal relationships across difference functions; marketing, finance, supply, category. Leadership - ability to inspire, guide & support the delivery of business goals through others. Collaborating & influencing (internally & externally) - track record of building and maintaining strong customer relationships, formal and informal networks (internally & externally), and communicate persuasively at all levels. Strong communication skills to engage with a wide range of customers and internal partners/ stakeholders.
Jan 07, 2026
Full time
Overview Ready to join a category leader with big plans for 2026? Quaker is operating as its own dynamic business unit, and the year ahead is packed with opportunities. From proudly sponsoring Team GB at the Winter Olympics to supporting the World Cup, there's never been a more exciting time to be part of our journey. We're looking for a talented Customer Business Manager (CBM) to join our team and help shape what's next. Responsibilities Manage external customer relationships with key trading contacts to Senior Buyer level, as well as working with Range & Space planners, Online and Supply. Own the full Quaker P&L for two major UK retailers, ensuring delivery of financial targets. Build strategic Joint Business Plans and Account Plans to both achieve PepsiCo AOP objectives and Share of Market targets. Manage an internal matrix of Shopper Marketing, Finance, Supply Chain, Digital, Category Management teams to deliver Main Estate, Convenience and Online plans. Develop and deliver execution for Marketing campaigns, Core and NPD in line with internal expectations and gate targets. Manage accurate volume forecasting and demand planning to ensure supply continuity; monitor performance versus plan and implement corrective actions as needed. Represent Quaker and the customer voice in key internal forums, including Hit Plan, Step Backs and Account Plans. Utilise trade investment and trading levers efficiently through negotiation and developing a promotional strategy. Key part of Quaker and Customer Teams - delivering positive team dynamic and showing role model behaviour. Qualifications National account management experience and strong negotiation skills, with the ability to conduct multi-faceted negotiations at both tactical and strategic/contractual level. Drive for results - successful record of delivering results and continually demonstrating a sense of urgency; knows the numbers cold; recognises the need for balanced growth. Competent in managing complex customer P&Ls and how to deliver win-win plans that deliver both PEP and customer financial targets. Commitment to driving sustainable growth - candidate must understand the bigger picture and relentlessly pursue goals that support total PEP. Advanced analytical ability to identify trends and insight in data. Strong organisational skills and the ability to prioritise effectively. An ability to build strong internal relationships across difference functions; marketing, finance, supply, category. Leadership - ability to inspire, guide & support the delivery of business goals through others. Collaborating & influencing (internally & externally) - track record of building and maintaining strong customer relationships, formal and informal networks (internally & externally), and communicate persuasively at all levels. Strong communication skills to engage with a wide range of customers and internal partners/ stakeholders.
Regional Paraplanner Manager page is loaded Regional Paraplanner Managerlocations: United Kingdom - Bathtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R11317Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times. WHAT YOU WILL NEED Qualifications Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferableExperience An effective people manager with the ability to develop, motivate and empower others. Ideally will have proven experience of managing a large team of highly productive paraplanners Ideally will have previous experience of managing across a number of sites. In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning. Good IT skills and competent use of various research tools, ideally Financial Express The ability to balance the commercial needs of the business alongside regulatory requirements. First class communication skills and the ability to develop effective working relationships at all levels Provision of technical support to Report Writers/Paraplanners To possess an in-depth awareness and technical knowledge of Financial Services products and services. A proven ability to work under pressure and effectively prioritise. To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation WHAT YOUR ROLE WILL INVOLVE To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards. To effectively manage the workflow between the Advisers and the Paraplanners/Report Writers, to ensure that the resource is allocated directly in line with the business requirements. Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans. To provide a first class paraplanner service to Private Client Advisers, when required. To develop company standards and promote consistency within the paraplanner role across the regional offices. To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company's Business Quality Standards. To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary. To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team. To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients. To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Jan 06, 2026
Full time
Regional Paraplanner Manager page is loaded Regional Paraplanner Managerlocations: United Kingdom - Bathtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R11317Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times. WHAT YOU WILL NEED Qualifications Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferableExperience An effective people manager with the ability to develop, motivate and empower others. Ideally will have proven experience of managing a large team of highly productive paraplanners Ideally will have previous experience of managing across a number of sites. In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning. Good IT skills and competent use of various research tools, ideally Financial Express The ability to balance the commercial needs of the business alongside regulatory requirements. First class communication skills and the ability to develop effective working relationships at all levels Provision of technical support to Report Writers/Paraplanners To possess an in-depth awareness and technical knowledge of Financial Services products and services. A proven ability to work under pressure and effectively prioritise. To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation WHAT YOUR ROLE WILL INVOLVE To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards. To effectively manage the workflow between the Advisers and the Paraplanners/Report Writers, to ensure that the resource is allocated directly in line with the business requirements. Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans. To provide a first class paraplanner service to Private Client Advisers, when required. To develop company standards and promote consistency within the paraplanner role across the regional offices. To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company's Business Quality Standards. To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary. To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team. To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients. To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London? Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front. You will oversee the day to day operations of the firm to ensure the smooth and efficient running of the business. Your responsibilities will include: Day to day management of the Paraplanning and Administration teams Providing operational and administrative support to the director Overseeing and coordinating recruitment Managing workflows to ensure smooth day to day operations Being an integral part of any change projects to ensure effective implementation Acting as the "go to person for any issues in the business Being involved in business strategy meetings This role could suit an experienced Operations Manager or Office Manager; alternatively, a Paraplanner / IFA Administrator who is looking to take the next step in their career towards management. Operations Manager Requirements You should have experience of managing / overseeing a team of 6+ team members You must have experience within financial planning industry, either as a Manager, Paraplanner or IFA Administrator You should have a collaborative approach to working and enjoy managing a team You should have excellent interpersonal skills, approachability, professionalism and good IT skills Operations Manager Benefits Salary of £50,000 Annual discretionary bonus Support with professional development Auto enrolment pension Hybrid working with use of their excellent Central London office Company This financial planning and mortgage advisory firm based in London has a team of highly knowledgeable Financial Services Professionals. They focus on providing excellent client service, which is reflected in their client reviews Locations Central London Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jan 06, 2026
Full time
Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London? Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front. You will oversee the day to day operations of the firm to ensure the smooth and efficient running of the business. Your responsibilities will include: Day to day management of the Paraplanning and Administration teams Providing operational and administrative support to the director Overseeing and coordinating recruitment Managing workflows to ensure smooth day to day operations Being an integral part of any change projects to ensure effective implementation Acting as the "go to person for any issues in the business Being involved in business strategy meetings This role could suit an experienced Operations Manager or Office Manager; alternatively, a Paraplanner / IFA Administrator who is looking to take the next step in their career towards management. Operations Manager Requirements You should have experience of managing / overseeing a team of 6+ team members You must have experience within financial planning industry, either as a Manager, Paraplanner or IFA Administrator You should have a collaborative approach to working and enjoy managing a team You should have excellent interpersonal skills, approachability, professionalism and good IT skills Operations Manager Benefits Salary of £50,000 Annual discretionary bonus Support with professional development Auto enrolment pension Hybrid working with use of their excellent Central London office Company This financial planning and mortgage advisory firm based in London has a team of highly knowledgeable Financial Services Professionals. They focus on providing excellent client service, which is reflected in their client reviews Locations Central London Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Senior / Principal Planner Location: Midlands (Hybrid - Loughborough) Penguin Recruitment is delighted to be supporting a leading national planning consultancy as they look to appoint a Senior or Principal Planner to join their established Midlands team. This is an excellent opportunity to join a highly regarded consultancy known for delivering high-profile and complex planning projects across England and Wales. The team advises major developers and housebuilders and offers a collaborative, forward-thinking environment where planners can genuinely develop their careers. The Role As part of the Midlands Planning team, you will play a key role in the delivery of a wide range of projects, including: Strategic planning Development management Planning project coordination You will work across both private and public sector clients, contributing to significant and often prestigious schemes while taking ownership of projects and client relationships as your experience allows. About You Our client is keen to speak with established planning professionals who can demonstrate: MRTPI qualification A commercial approach with the ability to apply planning knowledge within a wider property context Strong analytical and written skills, with the ability to communicate effectively at all levels An energetic, proactive mindset and a genuine desire to progress and excel Confidence in client-facing situations and experience project managing planning schemes What's on Offer The successful candidate will receive a highly competitive remuneration package, dependent on experience, alongside excellent benefits and long-term career development opportunities, including: 25 days annual leave plus bank holidays, increasing by one day per year of service (up to 30 days) Regular CPD and training opportunities Varied and interesting project work Friendly, supportive working environment within a national consultancy with an excellent reputation Benefits package includes: Salary sacrifice pension Private medical insurance Death in Service benefit 24-hour Employee Assistance Programme Cycle to work scheme Eye care vouchers Staff discounts with major retailers Staff discounts on property and financial services Staff referral bonus scheme Interested? To find out more, or to arrange a confidential discussion, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed). CVs and informal enquiries are welcome.
Jan 06, 2026
Full time
Senior / Principal Planner Location: Midlands (Hybrid - Loughborough) Penguin Recruitment is delighted to be supporting a leading national planning consultancy as they look to appoint a Senior or Principal Planner to join their established Midlands team. This is an excellent opportunity to join a highly regarded consultancy known for delivering high-profile and complex planning projects across England and Wales. The team advises major developers and housebuilders and offers a collaborative, forward-thinking environment where planners can genuinely develop their careers. The Role As part of the Midlands Planning team, you will play a key role in the delivery of a wide range of projects, including: Strategic planning Development management Planning project coordination You will work across both private and public sector clients, contributing to significant and often prestigious schemes while taking ownership of projects and client relationships as your experience allows. About You Our client is keen to speak with established planning professionals who can demonstrate: MRTPI qualification A commercial approach with the ability to apply planning knowledge within a wider property context Strong analytical and written skills, with the ability to communicate effectively at all levels An energetic, proactive mindset and a genuine desire to progress and excel Confidence in client-facing situations and experience project managing planning schemes What's on Offer The successful candidate will receive a highly competitive remuneration package, dependent on experience, alongside excellent benefits and long-term career development opportunities, including: 25 days annual leave plus bank holidays, increasing by one day per year of service (up to 30 days) Regular CPD and training opportunities Varied and interesting project work Friendly, supportive working environment within a national consultancy with an excellent reputation Benefits package includes: Salary sacrifice pension Private medical insurance Death in Service benefit 24-hour Employee Assistance Programme Cycle to work scheme Eye care vouchers Staff discounts with major retailers Staff discounts on property and financial services Staff referral bonus scheme Interested? To find out more, or to arrange a confidential discussion, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed). CVs and informal enquiries are welcome.
NexGen Consultancy LTD
Welwyn Garden City, Hertfordshire
NexGen Consultancy LTD are currently recruiting for an Operations Manager for a CNC manufacturer. Our client are a market leading sub con specialising mainly within the Aerospace and Automotive sector. Job Summary: The Operations Manager will drive improvements throughout the business ensuring goals are met in a timely fashion by efficiently and effectively managing personnel and resources. The Operations Manager position requires involvement with the production and materials function, as well as customer service and support processes. Working closely with the Quality Manager, Supervisors, the Purchasing Progress Co-ordinator, the Production Planner, youwill oversee there is appropriate communication and management information is given to attain the efficient and correct manufacturing of goods and process operations. Skills: Being able to drive improvements in all areas of the business Being able to manoeuvre and develop business procedures Work within and promote a team environment Problem solving skills Manage, communicate and provide leadership to staff Be able to manage teams and employees Skilled in understanding, creating and analysing SFDC reports and KPI's Responsibilities: Administer daily operations and on time delivery. Flag it up in a report to the MD if on time delivery schedules will not be met. Create, review and implement shop floor procedures Work with all of the management team Plan company activities with the Managing Director & Finance Director. It is up to you to arrange regular planning meetings. Discuss current and future expenditures with the Finance Director. This can be done along with the planning meeting. Overseeing /analysing tooling equipment costs for the business, which includes but not limited to the following; frequency of use, cost of the tooling, control and maintenance of the Supply-pro and Auto crib system. Tooling costs can be discussed at the planning meeting. Drive continuous improvement in labour costs through waste reduction, production efficiency, and operations improvement. This should be discussed at the planning meeting. Work with the Finance Director on financial budgets. Liaise with the Unit Supervisors to ensure production budgets and delivery targets are being met. Communicate any delivery\production issues to both the Customer and the Managing Director. You will oversee and mange customers communications by delegating this function to the Production Planner. Schedule all machine maintenance requirements and attending to breakdown requirement. Assist in the recruitment, training and assess staff including disciplinary measures as necessary. Attend meetings, training, and in particular chair and follow up action points of Production meetings. Travel to sub-contractors and third-party suppliers when necessary in conjunction with the Quality Manager. Involved on a daily basis with all aspects of Health and Safety requirements and compliance. Deal with any adhoc issues as they arise at the scheduled daily meeting with the MD. If you feel you are the right candidate for the role, apply now!
Jan 06, 2026
Full time
NexGen Consultancy LTD are currently recruiting for an Operations Manager for a CNC manufacturer. Our client are a market leading sub con specialising mainly within the Aerospace and Automotive sector. Job Summary: The Operations Manager will drive improvements throughout the business ensuring goals are met in a timely fashion by efficiently and effectively managing personnel and resources. The Operations Manager position requires involvement with the production and materials function, as well as customer service and support processes. Working closely with the Quality Manager, Supervisors, the Purchasing Progress Co-ordinator, the Production Planner, youwill oversee there is appropriate communication and management information is given to attain the efficient and correct manufacturing of goods and process operations. Skills: Being able to drive improvements in all areas of the business Being able to manoeuvre and develop business procedures Work within and promote a team environment Problem solving skills Manage, communicate and provide leadership to staff Be able to manage teams and employees Skilled in understanding, creating and analysing SFDC reports and KPI's Responsibilities: Administer daily operations and on time delivery. Flag it up in a report to the MD if on time delivery schedules will not be met. Create, review and implement shop floor procedures Work with all of the management team Plan company activities with the Managing Director & Finance Director. It is up to you to arrange regular planning meetings. Discuss current and future expenditures with the Finance Director. This can be done along with the planning meeting. Overseeing /analysing tooling equipment costs for the business, which includes but not limited to the following; frequency of use, cost of the tooling, control and maintenance of the Supply-pro and Auto crib system. Tooling costs can be discussed at the planning meeting. Drive continuous improvement in labour costs through waste reduction, production efficiency, and operations improvement. This should be discussed at the planning meeting. Work with the Finance Director on financial budgets. Liaise with the Unit Supervisors to ensure production budgets and delivery targets are being met. Communicate any delivery\production issues to both the Customer and the Managing Director. You will oversee and mange customers communications by delegating this function to the Production Planner. Schedule all machine maintenance requirements and attending to breakdown requirement. Assist in the recruitment, training and assess staff including disciplinary measures as necessary. Attend meetings, training, and in particular chair and follow up action points of Production meetings. Travel to sub-contractors and third-party suppliers when necessary in conjunction with the Quality Manager. Involved on a daily basis with all aspects of Health and Safety requirements and compliance. Deal with any adhoc issues as they arise at the scheduled daily meeting with the MD. If you feel you are the right candidate for the role, apply now!
Senior Town Planner Greater Manchester Competitive Salary Plus Benefits Permanent Ref: DB090 A leading planning and environmental consultancy are looking for a Senior Town Planner. The successful candidate will work across a diverse range of projects such as energy, nuclear, regeneration & placemaking, infrastructure, residential, commercial, waste, and minerals. Senior Town Planner Responsibilities Support colleagues in progressing major planning and development projects Manage small to medium-sized planning applications independently Undertake research, site assessments, and policy analysis Prepare planning appraisals for land, buildings, and development concepts Draft planning reports, statements, and application documents Engage with planning officers, consultees, and other third-party stakeholders Build strong relationships with clients, colleagues, and professional partners Develop innovative and practical planning solutions Take financial responsibility for small and medium-scale projects from inception to completion Stay up to date on planning policy, regulations, and best practice Attend external meetings and events, including delivering presentations when required Senior Town Planner Requirements Degree-qualified in a relevant discipline, with a strong interest in planning Experience within either the public or private sector Chartered or working towards MRTPI Understanding of planning principles and UK planning processes Strong presentation, communication, and technical writing skills A proactive problem-solver with a creative and analytical mindset Why This Role? Competitive salary Annual performance-based bonus Pension contributions Private healthcare Professional membership fees Opportunities for career development and progression Flexible working options, including a blend of home and office-based work A supportive, employee-focused ownership structure with additional associated benefits Interested? Please email your CV to Dina Bunkheila or contact (phone number removed) (phone number removed)
Jan 05, 2026
Full time
Senior Town Planner Greater Manchester Competitive Salary Plus Benefits Permanent Ref: DB090 A leading planning and environmental consultancy are looking for a Senior Town Planner. The successful candidate will work across a diverse range of projects such as energy, nuclear, regeneration & placemaking, infrastructure, residential, commercial, waste, and minerals. Senior Town Planner Responsibilities Support colleagues in progressing major planning and development projects Manage small to medium-sized planning applications independently Undertake research, site assessments, and policy analysis Prepare planning appraisals for land, buildings, and development concepts Draft planning reports, statements, and application documents Engage with planning officers, consultees, and other third-party stakeholders Build strong relationships with clients, colleagues, and professional partners Develop innovative and practical planning solutions Take financial responsibility for small and medium-scale projects from inception to completion Stay up to date on planning policy, regulations, and best practice Attend external meetings and events, including delivering presentations when required Senior Town Planner Requirements Degree-qualified in a relevant discipline, with a strong interest in planning Experience within either the public or private sector Chartered or working towards MRTPI Understanding of planning principles and UK planning processes Strong presentation, communication, and technical writing skills A proactive problem-solver with a creative and analytical mindset Why This Role? Competitive salary Annual performance-based bonus Pension contributions Private healthcare Professional membership fees Opportunities for career development and progression Flexible working options, including a blend of home and office-based work A supportive, employee-focused ownership structure with additional associated benefits Interested? Please email your CV to Dina Bunkheila or contact (phone number removed) (phone number removed)
Senior Operations Specialist Salary £60k - £70k London Are you a Paraplanner seeking a route in Operations and Management? Are you able to anticipate business and client needs? Can you untangle complex operational problems and create with practical solutions? The Client Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions. The Role Our client has a unique and exciting opportunity to join the team as a Senior Operations Specialist. You are ideally a Paraplanner looking for an operational role where you can apply your technical knowledge. As a Senior Operations Specialist, you'll play a key role in owning day to day operations and delivering all the operational aspects that create our exceptional customer experience. As the business grows, you'll have the opportunity to shape your role based on your strengths and interests, whether that means leading teams, driving projects, or owning processes. We'll provide training and support to help you grow and make a meaningful impact, making this an excellent step forward in your operations career. It's an unusually broad role that will suit someone who loves learning. It's a fantastic opportunity to join a business at the start and play a key role in shaping our future. Responsibilities Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve 'Seeing around corners' - anticipating customer & business needs or risks Untangle complex operational problems and come up with practical solutions Driving the team to consistently achieve its daily, weekly & monthly targets Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations) Act as a trusted point of contact for questions relating to operational processes Future potential for team leadership Ensuring we are compliant with key regulatory requirements Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration
Jan 05, 2026
Full time
Senior Operations Specialist Salary £60k - £70k London Are you a Paraplanner seeking a route in Operations and Management? Are you able to anticipate business and client needs? Can you untangle complex operational problems and create with practical solutions? The Client Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions. The Role Our client has a unique and exciting opportunity to join the team as a Senior Operations Specialist. You are ideally a Paraplanner looking for an operational role where you can apply your technical knowledge. As a Senior Operations Specialist, you'll play a key role in owning day to day operations and delivering all the operational aspects that create our exceptional customer experience. As the business grows, you'll have the opportunity to shape your role based on your strengths and interests, whether that means leading teams, driving projects, or owning processes. We'll provide training and support to help you grow and make a meaningful impact, making this an excellent step forward in your operations career. It's an unusually broad role that will suit someone who loves learning. It's a fantastic opportunity to join a business at the start and play a key role in shaping our future. Responsibilities Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve 'Seeing around corners' - anticipating customer & business needs or risks Untangle complex operational problems and come up with practical solutions Driving the team to consistently achieve its daily, weekly & monthly targets Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations) Act as a trusted point of contact for questions relating to operational processes Future potential for team leadership Ensuring we are compliant with key regulatory requirements Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration
