Glasgow Salary £80,000 - £100,000 plus bonus The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Responsibilities: Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives. This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation. This will require meeting prospective clients to present our proposed solutions. 'Managing out' existing investments and reinvesting the capital into managed portfolios. Regular reporting of changes within portfolios and performance to clients. Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims. Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management service. To engage with and understand prospective clients needs. To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them. To convert such prospective clients into clients and gain additional assets and revenue. To continually engage with existing clients, deepening and developing relationships. To provide ongoing support and administration to existing clients. To regularly review existing clients circumstances to ensure suitable for their current circumstances. To maintain adequate records of all ongoing and pertinent communications with clients. You will have a minimum diploma level 4 but ideally be chartered and hold CF30. You will be driven, ambitious and have excellent client focus. In return you will receive a top end salary and benefits package including PMI and PHI. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Jan 09, 2026
Full time
Glasgow Salary £80,000 - £100,000 plus bonus The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Responsibilities: Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives. This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation. This will require meeting prospective clients to present our proposed solutions. 'Managing out' existing investments and reinvesting the capital into managed portfolios. Regular reporting of changes within portfolios and performance to clients. Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims. Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management service. To engage with and understand prospective clients needs. To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them. To convert such prospective clients into clients and gain additional assets and revenue. To continually engage with existing clients, deepening and developing relationships. To provide ongoing support and administration to existing clients. To regularly review existing clients circumstances to ensure suitable for their current circumstances. To maintain adequate records of all ongoing and pertinent communications with clients. You will have a minimum diploma level 4 but ideally be chartered and hold CF30. You will be driven, ambitious and have excellent client focus. In return you will receive a top end salary and benefits package including PMI and PHI. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. Company Benefits: Competitive salary reflecting experience and ability. Pension scheme and medical insurance. Support for personal development, including exam guidance, study leave and costs covered. Internal training to understand systems, products and processes. Time off for CPD and relevant professional events. Experience and Skills Requirements Familiarity with back-office investment systems and platforms. Experience with fund switch reports and investment review processes. Minimum CF1 (or equivalent) qualification. At least 2 years experience dealing directly with clients in financial services. Good knowledge of pensions, investments, life assurance and mortgages. Key Responsibilities: Provide administrative support throughout the sales and client review process. Prepare and manage regular client investment reviews. Communicate effectively with clients via phone, email and letters. Demonstrate initiative and sound judgment when handling administrative tasks. Maintain well-organised client files and accurate records. Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly. Process new business applications and ensure documentation accuracy. Manage incoming and outgoing post efficiently. Support paraplanners in preparing suitability reports, including factfinds, risk assessments and illustrations. Work with investment platforms and interpret fund valuations in client portfolios. Attend internal and external training as required and stay up-to-date with relevant regulations. Undertake other duties as reasonably requested. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Jan 09, 2026
Full time
Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. Company Benefits: Competitive salary reflecting experience and ability. Pension scheme and medical insurance. Support for personal development, including exam guidance, study leave and costs covered. Internal training to understand systems, products and processes. Time off for CPD and relevant professional events. Experience and Skills Requirements Familiarity with back-office investment systems and platforms. Experience with fund switch reports and investment review processes. Minimum CF1 (or equivalent) qualification. At least 2 years experience dealing directly with clients in financial services. Good knowledge of pensions, investments, life assurance and mortgages. Key Responsibilities: Provide administrative support throughout the sales and client review process. Prepare and manage regular client investment reviews. Communicate effectively with clients via phone, email and letters. Demonstrate initiative and sound judgment when handling administrative tasks. Maintain well-organised client files and accurate records. Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly. Process new business applications and ensure documentation accuracy. Manage incoming and outgoing post efficiently. Support paraplanners in preparing suitability reports, including factfinds, risk assessments and illustrations. Work with investment platforms and interpret fund valuations in client portfolios. Attend internal and external training as required and stay up-to-date with relevant regulations. Undertake other duties as reasonably requested. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
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.
A leading financial institution seeks a Training & Competency Manager in Financial Planning to join their Mass Affluent team in Birmingham or Manchester. This role involves supervising, coaching, and developing Wealth Planners and Managers while fostering a strong risk and controls culture. Candidates should have a recognised qualification in Financial Planning and experience in supervising advisers. The position focuses on enhancing client experiences and ensuring regulatory compliance through effective leadership and technical guidance.
Jan 09, 2026
Full time
A leading financial institution seeks a Training & Competency Manager in Financial Planning to join their Mass Affluent team in Birmingham or Manchester. This role involves supervising, coaching, and developing Wealth Planners and Managers while fostering a strong risk and controls culture. Candidates should have a recognised qualification in Financial Planning and experience in supervising advisers. The position focuses on enhancing client experiences and ensuring regulatory compliance through effective leadership and technical guidance.
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.
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities Provide Administration support to the Financial Advisors Organising client files for meetings, preparation of va
Jan 09, 2026
Full time
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities Provide Administration support to the Financial Advisors Organising client files for meetings, preparation of va
This employed, Chartered Financial Advisor job in Maidstone or Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Chartered Financial Advisor, you will
Jan 09, 2026
Full time
This employed, Chartered Financial Advisor job in Maidstone or Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Chartered Financial Advisor, you will
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.
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team.You willbe providing
Jan 09, 2026
Full time
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team.You willbe providing
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.
Trainee Financial Planning Administrator Location: Manchester Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly) Working Pattern: 1 day WFH, remaining days in office Start your financial planning career with a team that invests in you. If you're hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point. You'll begin in administration, learn how an SJP Practice runs, build technical knowledge, and start working toward your qualifications. With time, you'll grow into paraplanning and, if you choose, move toward becoming a fully-fledged Adviser. And yes - all exams fully funded. Materials, fees, study support. The lot. What you'll be doing Supporting advisers and paraplanners with day to day admin Preparing client documents, reports, and meeting packs Keeping client records accurate and up to date Learning the technical foundations of financial planning Handling applications and communicating with providers Updating the CRM (Salesforce) and helping the team run smoothly Building confidence on the phone with clients What you'll bring A sharp eye for detail and an organised approach Strong communication skills A genuine interest in financial planning A positive mindset and willingness to learn Comfort with Microsoft Office (Salesforce training provided) Some admin experience helps, but attitude is what matters And the pathway ahead? Level 4 Diploma fully funded Structured development into paraplanning Opportunity to progress into advising if that's where you want to go Regular check ins and coaching tailored to your goals If you want a role where learning is constant, your work actually matters, and your future is taken seriously, this could be exactly the place to start.
Jan 08, 2026
Full time
Trainee Financial Planning Administrator Location: Manchester Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly) Working Pattern: 1 day WFH, remaining days in office Start your financial planning career with a team that invests in you. If you're hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point. You'll begin in administration, learn how an SJP Practice runs, build technical knowledge, and start working toward your qualifications. With time, you'll grow into paraplanning and, if you choose, move toward becoming a fully-fledged Adviser. And yes - all exams fully funded. Materials, fees, study support. The lot. What you'll be doing Supporting advisers and paraplanners with day to day admin Preparing client documents, reports, and meeting packs Keeping client records accurate and up to date Learning the technical foundations of financial planning Handling applications and communicating with providers Updating the CRM (Salesforce) and helping the team run smoothly Building confidence on the phone with clients What you'll bring A sharp eye for detail and an organised approach Strong communication skills A genuine interest in financial planning A positive mindset and willingness to learn Comfort with Microsoft Office (Salesforce training provided) Some admin experience helps, but attitude is what matters And the pathway ahead? Level 4 Diploma fully funded Structured development into paraplanning Opportunity to progress into advising if that's where you want to go Regular check ins and coaching tailored to your goals If you want a role where learning is constant, your work actually matters, and your future is taken seriously, this could be exactly the place to start.
Associate Product Manager - ESI page is loaded Associate Product Manager - ESIlocations: London, GBRtime type: Full timeposted on: Posted Todayjob requisition id: R30195FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Your Team's Impact We are seeking an experienced Associate Product Manager to join our ESI Product Management team supporting FactSet's Commercial Excellence strategy and the Consumption Pricing program at FactSet. This role will be overseeing the development of tools and reporting with the local technology team. Responsibilities will include driving end-to-end delivery of projects to support Commercial Governance, Client Licensing, BU Operations, and RCS. This role will also create KPIs (ASV captured, clients surveilled, products governed, etc.) to track key program progress that can be reported weekly to executive management regarding progress toward Commercial Excellence objectives. What You'll Do Interface with end users and stakeholders to develop requirements and delivery expectations Write formal business and technical requirements for individual projects Coordinate functional testing with early adopter groups Formulate deployment and rollout schedules Work directly and liaise with developers on a daily basis to help prioritize and drive delivery/results Participate in presentations of projects and roadmaps Develop KPIs in partnership with the business to track Commercial Excellence objectives What We're Looking For Required Skills Bachelor's degree. A minimum of 2 years of Product Management experience. Solid understanding of agile development methodologies. Strong communication skills, able to effectively convey technical concepts to both technical and non-technical audiences. Desired Skills Experience with commercial frameworks, finance operations, and sales analytics / KPIs would be ideal . Experience with Jira, Microsoft Planner, Target Process or other product management tools Previous experience in the financial technology industry. Demonstrated problem-solving skills and an ability to take initiative. What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: Contributing to a firm with over 40 years of consecutive growth, named a by Glassdoor and led by a top-rated . Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and companywide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to and , where collaboration is always encouraged, and individuality drives solutions. Career progression plans with dedicated time each month for learning and development. Employee-led that align with our DE&I strategy and are wholly supported by Executive Management.Learn more about our benefits .We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. Company Overview: FactSet (NYSE:FDS NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more atand follow us onand. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.
Jan 08, 2026
Full time
Associate Product Manager - ESI page is loaded Associate Product Manager - ESIlocations: London, GBRtime type: Full timeposted on: Posted Todayjob requisition id: R30195FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Your Team's Impact We are seeking an experienced Associate Product Manager to join our ESI Product Management team supporting FactSet's Commercial Excellence strategy and the Consumption Pricing program at FactSet. This role will be overseeing the development of tools and reporting with the local technology team. Responsibilities will include driving end-to-end delivery of projects to support Commercial Governance, Client Licensing, BU Operations, and RCS. This role will also create KPIs (ASV captured, clients surveilled, products governed, etc.) to track key program progress that can be reported weekly to executive management regarding progress toward Commercial Excellence objectives. What You'll Do Interface with end users and stakeholders to develop requirements and delivery expectations Write formal business and technical requirements for individual projects Coordinate functional testing with early adopter groups Formulate deployment and rollout schedules Work directly and liaise with developers on a daily basis to help prioritize and drive delivery/results Participate in presentations of projects and roadmaps Develop KPIs in partnership with the business to track Commercial Excellence objectives What We're Looking For Required Skills Bachelor's degree. A minimum of 2 years of Product Management experience. Solid understanding of agile development methodologies. Strong communication skills, able to effectively convey technical concepts to both technical and non-technical audiences. Desired Skills Experience with commercial frameworks, finance operations, and sales analytics / KPIs would be ideal . Experience with Jira, Microsoft Planner, Target Process or other product management tools Previous experience in the financial technology industry. Demonstrated problem-solving skills and an ability to take initiative. What's In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: Contributing to a firm with over 40 years of consecutive growth, named a by Glassdoor and led by a top-rated . Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and companywide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to and , where collaboration is always encouraged, and individuality drives solutions. Career progression plans with dedicated time each month for learning and development. Employee-led that align with our DE&I strategy and are wholly supported by Executive Management.Learn more about our benefits .We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career. At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify. Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. Company Overview: FactSet (NYSE:FDS NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more atand follow us onand. At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.
Overview A fantastic opportunity has arisen for a Advisor Support professional to join a growing financial planning team. The role will involve providing day-to-day administrative and client service support to financial advisers and paraplanners, ensuring a smooth client journey and the efficient processing of business. Key Responsibilities Provide daily administrative support to two financial advisers and their paraplanners. Maintain and update the client database, processing new business efficiently. Implement financial advice and ensure compliance with FCA regulations. Assist in developing financial planning propositions, including new processes and systems. Liaise with product providers and clients to ensure effective communication and service delivery. Draft basic reports and handle general office duties (e.g., answering calls). Adhere to and maintain knowledge of all applicable legislation, including the FCA Handbook. Participate in team and company-wide projects, taking on additional tasks when required. Desired Skills & Experience Minimum 1 year of experience in financial services administration. Strong understanding of FCA regulations and compliance requirements. Excellent communication and organisational skills. Ability to work independently and collaboratively within a team. Strong attention to detail, able to work well under pressure and meet deadlines.
Jan 08, 2026
Full time
Overview A fantastic opportunity has arisen for a Advisor Support professional to join a growing financial planning team. The role will involve providing day-to-day administrative and client service support to financial advisers and paraplanners, ensuring a smooth client journey and the efficient processing of business. Key Responsibilities Provide daily administrative support to two financial advisers and their paraplanners. Maintain and update the client database, processing new business efficiently. Implement financial advice and ensure compliance with FCA regulations. Assist in developing financial planning propositions, including new processes and systems. Liaise with product providers and clients to ensure effective communication and service delivery. Draft basic reports and handle general office duties (e.g., answering calls). Adhere to and maintain knowledge of all applicable legislation, including the FCA Handbook. Participate in team and company-wide projects, taking on additional tasks when required. Desired Skills & Experience Minimum 1 year of experience in financial services administration. Strong understanding of FCA regulations and compliance requirements. Excellent communication and organisational skills. Ability to work independently and collaboratively within a team. Strong attention to detail, able to work well under pressure and meet deadlines.
Financial Services Administrator Location: Liverpool City Centre Salary: Up to 30,000 (DOE) Hours: Monday to Friday - 37.5 hours per week Contract: Full time, permanent We are seeking an experienced Financial Services Administrator to join a professional team in Liverpool City Centre. This role offers an excellent opportunity for someone with UK financial services experience to play a pivotal part in supporting advisers, managing client administration, and contributing to the overall efficiency of the team. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). Key Responsibilities: Act as the first point of contact for clients and providers. Handle client queries with professionalism and empathy. Prepare and maintain accurate client records, valuations, and performance summaries. Coordinate paperwork for fund switches, withdrawals, transfers, and provider transactions. Support implementation of investment, pension, and estate planning cases. Build and dispatch review packs and suitability letters with precision. Manage back-office systems and ensure clean, accurate data. Liaise with advisers, paraplanners, clients, and providers to keep cases moving. What's On Offer: Salary up to 30,000 (DOE). 33 days holiday (including Bank Holidays). Pension scheme with employer contributions. Full support toward exams and professional development. A values-led culture that puts people and clients first. A growing firm full of opportunity where your work truly matters. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jan 08, 2026
Full time
Financial Services Administrator Location: Liverpool City Centre Salary: Up to 30,000 (DOE) Hours: Monday to Friday - 37.5 hours per week Contract: Full time, permanent We are seeking an experienced Financial Services Administrator to join a professional team in Liverpool City Centre. This role offers an excellent opportunity for someone with UK financial services experience to play a pivotal part in supporting advisers, managing client administration, and contributing to the overall efficiency of the team. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). Key Responsibilities: Act as the first point of contact for clients and providers. Handle client queries with professionalism and empathy. Prepare and maintain accurate client records, valuations, and performance summaries. Coordinate paperwork for fund switches, withdrawals, transfers, and provider transactions. Support implementation of investment, pension, and estate planning cases. Build and dispatch review packs and suitability letters with precision. Manage back-office systems and ensure clean, accurate data. Liaise with advisers, paraplanners, clients, and providers to keep cases moving. What's On Offer: Salary up to 30,000 (DOE). 33 days holiday (including Bank Holidays). Pension scheme with employer contributions. Full support toward exams and professional development. A values-led culture that puts people and clients first. A growing firm full of opportunity where your work truly matters. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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.
We're looking for a Quantity Surveyor to join our United Utilities Contract based in Warrington Location : Warrington Hours : 45 hours per week - some flexibility on hours available if desired, just let us know when you speak to us We are unable to offer certificates of sponsorship to any candidates in this role. What will you be responsible for? As a Quantity Surveyor you'll be working within the United Utilities, supporting the delivery of Kier's United Utilities AMP8 Enterprise Framework Programme. This is an opportunity to work on a major, long-term water infrastructure programme, predominantly focused on wastewater treatment plants, including chemical removal schemes, bio-resource enhancements, reservoir compliance and bathing water projects. Your day to day will include: Supporting cost control, forecasting and reporting across AMP8 projects Assisting with subcontract procurement, interim and final accounts Monitoring actual costs, cash flow forecasts and client payments Supporting audits, cost assurance and financial compliance processes Helping to resolve commercial issues, variations and disputed costs Working closely with Project Managers, Buyers, Planners and site teams What are we looking for? This role of Quantity Surveyor is great for you if you: Have a qualification in Surveying Have a good understanding of financial data, cost analysis and reporting Have strong Excel and IT skills with excellent numerical ability Have the ability to work collaboratively across project teams We're all about finding potential here at Kier, and transferrable skills are always welcome! So, even if you don't tick every box, please apply and we can have a chat. If you would like to explore more about the incredible growth and scale of our water business, dive into our diverse project portfolios, and uncover both current and future career opportunities. You can see more information about our water business here. There's never been a better time to get involved, register your interest today and take the first step toward a rewarding career with us! Rewards and benefits We're proud to be able to offer our brilliant people a wide variety of benefits that you can tailor to your needs. You can see more information of benefits here. Diversity and inclusion Making Kier a diverse and inclusive place to work is a huge priority for us. We're proud of the steps we've taken so far, but we know we must always do more. Our employees are key in shaping Kier's diversity and inclusion initiatives and our people have made a huge impact on how we work, by using their experiences to shape our policies. You can see our D&I action plan here . As a Disability Confident employer, we will ensure that a fair and proportionate number of disabled applicants that meet the minimum criteria for this role will be offered an interview. We look forward to seeing your application to
Jan 08, 2026
Full time
We're looking for a Quantity Surveyor to join our United Utilities Contract based in Warrington Location : Warrington Hours : 45 hours per week - some flexibility on hours available if desired, just let us know when you speak to us We are unable to offer certificates of sponsorship to any candidates in this role. What will you be responsible for? As a Quantity Surveyor you'll be working within the United Utilities, supporting the delivery of Kier's United Utilities AMP8 Enterprise Framework Programme. This is an opportunity to work on a major, long-term water infrastructure programme, predominantly focused on wastewater treatment plants, including chemical removal schemes, bio-resource enhancements, reservoir compliance and bathing water projects. Your day to day will include: Supporting cost control, forecasting and reporting across AMP8 projects Assisting with subcontract procurement, interim and final accounts Monitoring actual costs, cash flow forecasts and client payments Supporting audits, cost assurance and financial compliance processes Helping to resolve commercial issues, variations and disputed costs Working closely with Project Managers, Buyers, Planners and site teams What are we looking for? This role of Quantity Surveyor is great for you if you: Have a qualification in Surveying Have a good understanding of financial data, cost analysis and reporting Have strong Excel and IT skills with excellent numerical ability Have the ability to work collaboratively across project teams We're all about finding potential here at Kier, and transferrable skills are always welcome! So, even if you don't tick every box, please apply and we can have a chat. If you would like to explore more about the incredible growth and scale of our water business, dive into our diverse project portfolios, and uncover both current and future career opportunities. You can see more information about our water business here. There's never been a better time to get involved, register your interest today and take the first step toward a rewarding career with us! Rewards and benefits We're proud to be able to offer our brilliant people a wide variety of benefits that you can tailor to your needs. You can see more information of benefits here. Diversity and inclusion Making Kier a diverse and inclusive place to work is a huge priority for us. We're proud of the steps we've taken so far, but we know we must always do more. Our employees are key in shaping Kier's diversity and inclusion initiatives and our people have made a huge impact on how we work, by using their experiences to shape our policies. You can see our D&I action plan here . As a Disability Confident employer, we will ensure that a fair and proportionate number of disabled applicants that meet the minimum criteria for this role will be offered an interview. We look forward to seeing your application to
Overview Overview: An excellent opportunity has arisen for an experienced Paraplanner to join a dynamic financial planning team. The role is ideal for someone with strong technical knowledge who enjoys research, writing suitability reports, and supporting advisers to deliver the best possible client outcomes. Core Responsibilities Draft clear, compliant, and client-friendly suitability letters across a wide range of advice areas (pensions, investments, retirement planning, IHT planning, VCTs, and EISs). Analyse client situations and work with advisers to design tailored financial planning strategies. Research financial products and solutions to meet client objectives. Ensure advice is implemented accurately by working with the administration team. Maintain accurate client records and ensure documentation is saved appropriately. Support advisers in occasional client meetings, including presenting cashflow forecasts. Act as a point of contact for technical queries. Contribute to improving processes, systems, and best practice across the team. Stay up to date with industry developments by attending technical seminars and sharing insights with colleagues. Previous experience as a Paraplanner in financial services. Strong technical knowledge of financial planning products and compliance requirements. Skilled in research, report writing, and analysing client needs. Familiarity with cashflow modelling tools and financial planning software (e.g., Voyant, FE Analytics, MS Office). Excellent communication skills, both written and verbal, with the ability to simplify complex advice. High attention to detail, strong organisational skills, and the ability to manage workload effectively. Positive, proactive, and solutions-focused approach.
Jan 08, 2026
Full time
Overview Overview: An excellent opportunity has arisen for an experienced Paraplanner to join a dynamic financial planning team. The role is ideal for someone with strong technical knowledge who enjoys research, writing suitability reports, and supporting advisers to deliver the best possible client outcomes. Core Responsibilities Draft clear, compliant, and client-friendly suitability letters across a wide range of advice areas (pensions, investments, retirement planning, IHT planning, VCTs, and EISs). Analyse client situations and work with advisers to design tailored financial planning strategies. Research financial products and solutions to meet client objectives. Ensure advice is implemented accurately by working with the administration team. Maintain accurate client records and ensure documentation is saved appropriately. Support advisers in occasional client meetings, including presenting cashflow forecasts. Act as a point of contact for technical queries. Contribute to improving processes, systems, and best practice across the team. Stay up to date with industry developments by attending technical seminars and sharing insights with colleagues. Previous experience as a Paraplanner in financial services. Strong technical knowledge of financial planning products and compliance requirements. Skilled in research, report writing, and analysing client needs. Familiarity with cashflow modelling tools and financial planning software (e.g., Voyant, FE Analytics, MS Office). Excellent communication skills, both written and verbal, with the ability to simplify complex advice. High attention to detail, strong organisational skills, and the ability to manage workload effectively. Positive, proactive, and solutions-focused approach.
