A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Reed is delighted to be partnering with a successful Central Bristol based SME in the professional services sector to recruit a brand new, newly created Digital Marketing Executive role. This position has been introduced as part of the organisation's continued investment into digital transformation and modern marketing technologies. The company is actively strengthening its digital infrastructure, embracing AI-enhanced tools, and expanding its internal capability, making this an ideal opportunity for someone who wants to join a forward-thinking business at an exciting stage of growth. The Role As the Digital Marketing Executive, you'll help shape and run the organisation's digital marketing engine. You'll support CRM workflows, manage digital campaigns, enhance search performance, and contribute to content creation across multiple platforms. This role suits someone who enjoys combining creativity with analytical thinking, and who is confident working within a modern, tech-enabled digital marketing environment. Key Responsibilities Manage CRM segments, customer journeys and digital workflows within Dynamics 365 Support end-to-end execution of digital campaigns across email, web, SEO and PPC Maintain dashboards and report on performance using tools such as GA4 Assist with keyword strategy, website optimisation and landing page improvements Create, update and quality-check digital content across the website and social channels Use AI tools (where appropriate) to support content creation and improve efficiency - training provided Work closely with senior stakeholders to ensure campaigns align with business objectives A full job description can be provided on request. What We're Looking For Essential Experience using Dynamics 365 (even basic, foundational familiarity) - the company will support further development and training Strong understanding of core digital marketing principles (SEO, PPC, analytics, CRM) Ability to run digital campaigns end-to-end, from setup to reporting Confident analysing data to generate insights and recommendations Strong attention to detail with good written and content-editing skills Organised, proactive and comfortable managing multiple priorities Desirable (not essential) Experience with AI tools such as Copilot, ChatGPT or Gemini Experience with PPC platforms (Google Ads, LinkedIn Ads) Working knowledge of CMS platforms (Webflow, WordPress, Umbraco) Familiarity with SEO or analytics certification / training (HubSpot, Google, Semrush, etc.) Salary, Hours & Hybrid Working £35,000 per annum Monday-Friday, 9:00am-5:30pm , with flexibility available 1-hour lunch break Hybrid working (after onboarding): 3 days in the office, 2 days from home Company Benefits This employer offers a strong, people-focused benefits package including: Annual performance-related bonuses Participation in an employee equity incentive scheme Private health cover (including options for family members) Income protection and death-in-service cover Workplace pension scheme Opportunities for professional development, training, and certification support
Mar 19, 2026
Full time
Reed is delighted to be partnering with a successful Central Bristol based SME in the professional services sector to recruit a brand new, newly created Digital Marketing Executive role. This position has been introduced as part of the organisation's continued investment into digital transformation and modern marketing technologies. The company is actively strengthening its digital infrastructure, embracing AI-enhanced tools, and expanding its internal capability, making this an ideal opportunity for someone who wants to join a forward-thinking business at an exciting stage of growth. The Role As the Digital Marketing Executive, you'll help shape and run the organisation's digital marketing engine. You'll support CRM workflows, manage digital campaigns, enhance search performance, and contribute to content creation across multiple platforms. This role suits someone who enjoys combining creativity with analytical thinking, and who is confident working within a modern, tech-enabled digital marketing environment. Key Responsibilities Manage CRM segments, customer journeys and digital workflows within Dynamics 365 Support end-to-end execution of digital campaigns across email, web, SEO and PPC Maintain dashboards and report on performance using tools such as GA4 Assist with keyword strategy, website optimisation and landing page improvements Create, update and quality-check digital content across the website and social channels Use AI tools (where appropriate) to support content creation and improve efficiency - training provided Work closely with senior stakeholders to ensure campaigns align with business objectives A full job description can be provided on request. What We're Looking For Essential Experience using Dynamics 365 (even basic, foundational familiarity) - the company will support further development and training Strong understanding of core digital marketing principles (SEO, PPC, analytics, CRM) Ability to run digital campaigns end-to-end, from setup to reporting Confident analysing data to generate insights and recommendations Strong attention to detail with good written and content-editing skills Organised, proactive and comfortable managing multiple priorities Desirable (not essential) Experience with AI tools such as Copilot, ChatGPT or Gemini Experience with PPC platforms (Google Ads, LinkedIn Ads) Working knowledge of CMS platforms (Webflow, WordPress, Umbraco) Familiarity with SEO or analytics certification / training (HubSpot, Google, Semrush, etc.) Salary, Hours & Hybrid Working £35,000 per annum Monday-Friday, 9:00am-5:30pm , with flexibility available 1-hour lunch break Hybrid working (after onboarding): 3 days in the office, 2 days from home Company Benefits This employer offers a strong, people-focused benefits package including: Annual performance-related bonuses Participation in an employee equity incentive scheme Private health cover (including options for family members) Income protection and death-in-service cover Workplace pension scheme Opportunities for professional development, training, and certification support
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Client Engagement Executive Neath £24- £26k depending on experience We are looking for a proactive and organised individual to support a Sales and Business Development team. This role focuses on managing enquiries and building relationships with existing, previous, and prospective clients, not cold calling click apply for full job details
Mar 19, 2026
Full time
Client Engagement Executive Neath £24- £26k depending on experience We are looking for a proactive and organised individual to support a Sales and Business Development team. This role focuses on managing enquiries and building relationships with existing, previous, and prospective clients, not cold calling click apply for full job details
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK's largest employers and pension schemes. You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future. All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes. The Opportunity You will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups. Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice. You will also benefit from: A steady flow of pre-booked client meetings Full paraplanning support to prepare suitability reports Access to a dedicated discretionary portfolio management team Strong internal infrastructure and technical expertise The opportunity to advise clients with meaningful levels of assets and complex planning needs Meetings are conducted virtually, at the client's workplace, or at their home, providing flexibility while maintaining a highly professional service. Key Responsibilities Deliver comprehensive financial planning and retirement advice Provide guidance on pensions, investments and long-term wealth planning Advise on retirement income strategies, including annuities, drawdown and phased retirement Support clients with company share schemes and tax-efficient exit planning Conduct detailed fact-finds and investment planning assessments Risk profile clients and provide tailored investment recommendations Clearly explain the benefits of discretionary portfolio management Guide clients on tax-efficient planning strategies including CGT, income tax and IHT considerations What We're Looking For Level 4 Diploma qualified and wanting to continue with further qualifications Competent Adviser Status SPS in place Strong experience/track record advising on pensions, retirement planning and investments Good understanding of pension legislation and personal taxation Excellent communication skills and the ability to build long-term client relationships Comfortable conducting virtual client meetings via platforms such as MS Teams Desirable qualifications include: G60 / AF3 / AF7 / J05 Personal Attributes Successful advisers in this role tend to be: Highly client focused Professional and credible Motivated to deliver exceptional client outcomes Ambitious and driven Comfortable working both independently and collaboratively Why This Role Stands Out Clients provided, no cold prospecting or lead generation Access to clients from major UK employers and pension schemes High-quality, advice-driven client relationships Full paraplanning and technical support Opportunity to work within a growing and respected financial wellbeing specialist Competitive, employed roles with excellent bonus/OTE opportunity These are excellent opportunities for advisors looking to move into a role where they can focus purely on advice and work with high-quality clients. The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Title: HR Manager - City of Lonodn Gemini Recruitment are currently partnering with a professional services company who are seeking an experienced full-time HR Manager with sound experience in all aspects of HR matters. Our client, a dynamic firm in the City of London, is seeking an experienced HR Manager to provide a proactive and strategic HR service. Working closely with Senior Management and Department Heads, this role oversees all facets of HR, ensuring alignment with business objectives. Prior HR experience within the legal sector would be highly advantageous, as the ideal candidate will need to navigate a fast-paced, professional environment with confidence. Strong leadership skills, strategic thinking, and the ability to drive HR initiatives are essential. The company is looking for someone who can hit the ground running. This is a full-time, office-based or Hybrid role at the Fenchurch Street, City of London, with occasional travel to other locations. If you have proven HR expertise, ideally within the legal industry, and are ready to make an impact, we'd love to hear from you! Main Responsibilities of the Role: To oversee the operations of the Human Resources department for the Company. Overseeing and managing employment relations issues such as grievances & disciplinary. Collaborating, coaching and supporting Supervisors and Directors through any staffing issues with the view to find a resolution at an informal stage. Take notes, produce documentation and advise on fairness/process on disciplinary/grievance/investigatory panels. Overseeing and managing Mentoring and buddy system for new starters and employees in new roles. Overseeing the Recruitment and Selection Process and develop candidate pool for all positions for succession planning. - assist and direct in the smooth management of all recruitment and volunteer activities working to ensure business needs are met. Working with the team to resource key staff through different means of advertising, develop social media recruitment and improve links with key Universities and Colleges, including attending recruitment fairs Overseeing On boarding process, Probations & Appraisal processes Overseeing and managing Learning & Development. To include training activities including training requests. Liaising with external training providers and booking training courses as and when required, organising internal training sessions and managing the in-house electronic training process. Overseeing and start to end processes for training contracts & SQE. Supporting the Performance Management Team as well as Directors and Supervisors at performance management meetings and monitoring staff attendance & absence. To assist in the implementation of the firm's Human Resources Plan in line with the firm's published business plan, SRA's. LEXCEL, Investors In People & Legal Services Commission's requirements, ensuring compliance to existing quality accreditation held at the time. Providing HR reports and updates to Senior Management and ensuring all employment practices comply with Employment Laws & Regulations. Overseeing financial elements such as payroll, compensation and benefits, EAP, maternity and pension schemes. To actively contribute to achieving HR team objectives which may also include project work to Improve efficiencies and processes, policy development and review, other as and when required. The role will involve some occasional travel to other offices inside and outside London. Key Skills Required: CIPD qualification HR or business related degree Demonstrable experience as a HR Manager in a commercially, fast paced environment Excellent organisation skills with the ability to manage a large workload under pressure Highly developed interpersonal skills with the ability to influence with confidence at a senior level Refined written skills - the ability to write professional emails with diplomacy and tact A self-starter who demonstrates initiative and problem solving skills Professional manner, pro-active approach to work and a team player Demonstrate the ability to work confidentially, remaining discreet at all times Good working knowledge of Microsoft office and ability to work with databases Experience in a law firm preferable. About Gemini Recruitment and Equal Opportunities: Gemini Recruitment is a leading recruitment agency specialising in legal recruitment. We provide a highly focused service specialising in placements for Solicitors, Legal Executives, Trainee Solicitors, Paralegals and Legal Support Staff. We have intimate knowledge of specific opportunities in the legal market across the UK. The company is committed to Equal Opportunities and embraces diversity and inclusivity of its staff and strives to ensure that their workforce reflects the diversity of the communities they serve. The recruitment process will fully comply with GDPR and other applicable laws. Background checks including DBS checks will establish your eligibility to work in the UK and suitability to the role.
Mar 19, 2026
Full time
Title: HR Manager - City of Lonodn Gemini Recruitment are currently partnering with a professional services company who are seeking an experienced full-time HR Manager with sound experience in all aspects of HR matters. Our client, a dynamic firm in the City of London, is seeking an experienced HR Manager to provide a proactive and strategic HR service. Working closely with Senior Management and Department Heads, this role oversees all facets of HR, ensuring alignment with business objectives. Prior HR experience within the legal sector would be highly advantageous, as the ideal candidate will need to navigate a fast-paced, professional environment with confidence. Strong leadership skills, strategic thinking, and the ability to drive HR initiatives are essential. The company is looking for someone who can hit the ground running. This is a full-time, office-based or Hybrid role at the Fenchurch Street, City of London, with occasional travel to other locations. If you have proven HR expertise, ideally within the legal industry, and are ready to make an impact, we'd love to hear from you! Main Responsibilities of the Role: To oversee the operations of the Human Resources department for the Company. Overseeing and managing employment relations issues such as grievances & disciplinary. Collaborating, coaching and supporting Supervisors and Directors through any staffing issues with the view to find a resolution at an informal stage. Take notes, produce documentation and advise on fairness/process on disciplinary/grievance/investigatory panels. Overseeing and managing Mentoring and buddy system for new starters and employees in new roles. Overseeing the Recruitment and Selection Process and develop candidate pool for all positions for succession planning. - assist and direct in the smooth management of all recruitment and volunteer activities working to ensure business needs are met. Working with the team to resource key staff through different means of advertising, develop social media recruitment and improve links with key Universities and Colleges, including attending recruitment fairs Overseeing On boarding process, Probations & Appraisal processes Overseeing and managing Learning & Development. To include training activities including training requests. Liaising with external training providers and booking training courses as and when required, organising internal training sessions and managing the in-house electronic training process. Overseeing and start to end processes for training contracts & SQE. Supporting the Performance Management Team as well as Directors and Supervisors at performance management meetings and monitoring staff attendance & absence. To assist in the implementation of the firm's Human Resources Plan in line with the firm's published business plan, SRA's. LEXCEL, Investors In People & Legal Services Commission's requirements, ensuring compliance to existing quality accreditation held at the time. Providing HR reports and updates to Senior Management and ensuring all employment practices comply with Employment Laws & Regulations. Overseeing financial elements such as payroll, compensation and benefits, EAP, maternity and pension schemes. To actively contribute to achieving HR team objectives which may also include project work to Improve efficiencies and processes, policy development and review, other as and when required. The role will involve some occasional travel to other offices inside and outside London. Key Skills Required: CIPD qualification HR or business related degree Demonstrable experience as a HR Manager in a commercially, fast paced environment Excellent organisation skills with the ability to manage a large workload under pressure Highly developed interpersonal skills with the ability to influence with confidence at a senior level Refined written skills - the ability to write professional emails with diplomacy and tact A self-starter who demonstrates initiative and problem solving skills Professional manner, pro-active approach to work and a team player Demonstrate the ability to work confidentially, remaining discreet at all times Good working knowledge of Microsoft office and ability to work with databases Experience in a law firm preferable. About Gemini Recruitment and Equal Opportunities: Gemini Recruitment is a leading recruitment agency specialising in legal recruitment. We provide a highly focused service specialising in placements for Solicitors, Legal Executives, Trainee Solicitors, Paralegals and Legal Support Staff. We have intimate knowledge of specific opportunities in the legal market across the UK. The company is committed to Equal Opportunities and embraces diversity and inclusivity of its staff and strives to ensure that their workforce reflects the diversity of the communities they serve. The recruitment process will fully comply with GDPR and other applicable laws. Background checks including DBS checks will establish your eligibility to work in the UK and suitability to the role.
Executive Assistant/HR Administrator Location: Stoke-on-Trent Salary: £30,000Permanent Are you a highly organised and personable Executive Assistant or HR Administrator who enjoys a varied role where no two days are the same? This is a unique opportunity to play a key role at the heart of the organisation, providing support to senior leaders, helping coordinate the office environment and supporting the People Team with HR administration. The business is looking for someone with a mature outlook, strong organisational skills and a positive, helpful attitude who enjoys working with people and takes pride in keeping things running smoothly. The Role This is a varied and hands-on role with three key areas of responsibility: Executive support to the Directors Oversight of reception and the office environment HR administrative support for the People Team You'll work closely with the Head of People and senior leaders, ensuring the smooth coordination of key activities while helping create a professional and welcoming environment for colleagues and visitors. Key Responsibilities Coordinate travel arrangements for Directors, including flights, trains and accommodation Manage and process expenses Prepare Board and senior leadership meeting packs Oversee the reception area and visitor management Act as a professional first point of contact for the business Maintain and update employee records, ensuring accuracy and confidentiality Prepare HR documentation and support recruitment administration Respond to employee queries relating to payroll or benefits by liaising with relevant teams Provide support with general HR queries where appropriate About You We're looking for someone who enjoys supporting others and brings a practical, proactive approach to their work. Previous experience in an Executive Assistant, Office Administrator or HR Administrator role Strong organisational and time management skills Excellent attention to detail and accuracy A friendly, approachable and professional manner Good IT skills including Microsoft Office and HR systems Most importantly, you'll be someone who is helpful, positive and happy to support wherever needed, whether that's assisting a Director, welcoming visitors or helping a colleague with a HR query. A driving licence is required for this role. Why Join This is a fantastic opportunity to join a stable and well-established UK business where you'll play an important role supporting senior leaders and the wider People team. If you're an organised and personable Executive Assistant/HR Administrator who enjoys a busy and varied role, we'd love to hear from you so apply today to find out more!
Mar 19, 2026
Full time
Executive Assistant/HR Administrator Location: Stoke-on-Trent Salary: £30,000Permanent Are you a highly organised and personable Executive Assistant or HR Administrator who enjoys a varied role where no two days are the same? This is a unique opportunity to play a key role at the heart of the organisation, providing support to senior leaders, helping coordinate the office environment and supporting the People Team with HR administration. The business is looking for someone with a mature outlook, strong organisational skills and a positive, helpful attitude who enjoys working with people and takes pride in keeping things running smoothly. The Role This is a varied and hands-on role with three key areas of responsibility: Executive support to the Directors Oversight of reception and the office environment HR administrative support for the People Team You'll work closely with the Head of People and senior leaders, ensuring the smooth coordination of key activities while helping create a professional and welcoming environment for colleagues and visitors. Key Responsibilities Coordinate travel arrangements for Directors, including flights, trains and accommodation Manage and process expenses Prepare Board and senior leadership meeting packs Oversee the reception area and visitor management Act as a professional first point of contact for the business Maintain and update employee records, ensuring accuracy and confidentiality Prepare HR documentation and support recruitment administration Respond to employee queries relating to payroll or benefits by liaising with relevant teams Provide support with general HR queries where appropriate About You We're looking for someone who enjoys supporting others and brings a practical, proactive approach to their work. Previous experience in an Executive Assistant, Office Administrator or HR Administrator role Strong organisational and time management skills Excellent attention to detail and accuracy A friendly, approachable and professional manner Good IT skills including Microsoft Office and HR systems Most importantly, you'll be someone who is helpful, positive and happy to support wherever needed, whether that's assisting a Director, welcoming visitors or helping a colleague with a HR query. A driving licence is required for this role. Why Join This is a fantastic opportunity to join a stable and well-established UK business where you'll play an important role supporting senior leaders and the wider People team. If you're an organised and personable Executive Assistant/HR Administrator who enjoys a busy and varied role, we'd love to hear from you so apply today to find out more!
Contract Type: Full-Time, Fixed Term Contract Hours: 35 - Talk to us about Flexible Working Contract Duration: Full-Time, Fixed Term Contract Hours: 21hrs - Mon, Wed & Fri 9am-5pm, 2 Saturdays a month 9am-12pm (toil given) Hours: 35 - Talk to us about Flexible Working Contract Duration: Full-Time, Permanent Closing Date: 25 January 2026 BELONG -There'sno place like Principality At Principality, belongingisn'tjust a value -it'show we work. When you join us,you'rewelcomed into a supportive, inclusive community where your home life, wellbeing, and individuality are genuinely respected. From flexible ways of working to benefits designed around you,we'recommitted to helping you feel comfortable, valued, and able to thrive. We believegreat workhappens when people feel connected - to each other, to our purpose, and to the communities we serve.That'swhy we encourage balance, invest in wellbeing, and focus on growing and improving together. There are plenty of reasons to build your career with Principality: A truly inclusive workplace - Proudly named in the 2025 Inclusive Top 50 UK Employers List , ranked 27th , recognising our ongoing commitment to inclusion and belonging. Customer excellence you can be proud of - Winners of Double Gold Awards for Customer Satisfaction at the Fairer Finance Awards 2025 for both Savings and Mortgages. Engaged, supported colleagues - Our colleague engagement scores consistently exceed 85% , reflecting a positive and supportive culture. Wellbeing at the heart of what we do - Our Belong benefits package is designed to put our people first, supporting your physical, mental, and financial wellbeing. These achievements reflect more than awards - theyrepresentour long-term commitment to creating a workplace where colleagues feel supported and customers feel cared for. When it comes to belonging, there truly is no place like Principality. At Principality Building Society ,we'vebeen proudly supporting our communities for 165 years and we are committed to being there for many more. As a Customer Consultant ,you'llbe the first point of contact for our members, making sure they feel welcome,supportedand valued, whether they visit us in-branch, via telephone or get in touch online. We'recommitted to helping you develop. From day one,you'llreceive tailored training and support to build your confidence, expand yourknowledgeand succeed in your role. As a Customer Consultant you will be: Providing a warm, friendly welcome and helping customers with everyday banking transactions. Supporting customers over the phone and through our digital channels. Identifyingfinancial needs and recommending suitable products and services. Ensuring the smooth running of daily branch operations in line with policy and procedures. Staying up to date with internal policies and regulatory requirements. Working collaboratively with your colleagues across the branch network and deliver exceptional service. Whatwe'relooking for: Ability to deliver outstanding customer service, either face-to-face or over the phone. Ability to stay calm and focusedina busy environment. Great communicationand people skills with a friendly and professional manner. A proactive attitude and willingness to learn and grow in the role. We'remore than a building society -we'repart of the community.That'swhy we have pledged to keep our branches open until at least 2030. Join us and be part of the business that truly puts our customers first. "We are passionate about creating an inclusive workplace where diversity is celebrated and where colleagues feel a sense of belonging" Nigel Taylor, Head of Brand, Impact & Communication. Butdon'tjust take our word for it, see what our colleagues say about working here too; Careers (principality.co.uk)
Mar 19, 2026
Full time
Contract Type: Full-Time, Fixed Term Contract Hours: 35 - Talk to us about Flexible Working Contract Duration: Full-Time, Fixed Term Contract Hours: 21hrs - Mon, Wed & Fri 9am-5pm, 2 Saturdays a month 9am-12pm (toil given) Hours: 35 - Talk to us about Flexible Working Contract Duration: Full-Time, Permanent Closing Date: 25 January 2026 BELONG -There'sno place like Principality At Principality, belongingisn'tjust a value -it'show we work. When you join us,you'rewelcomed into a supportive, inclusive community where your home life, wellbeing, and individuality are genuinely respected. From flexible ways of working to benefits designed around you,we'recommitted to helping you feel comfortable, valued, and able to thrive. We believegreat workhappens when people feel connected - to each other, to our purpose, and to the communities we serve.That'swhy we encourage balance, invest in wellbeing, and focus on growing and improving together. There are plenty of reasons to build your career with Principality: A truly inclusive workplace - Proudly named in the 2025 Inclusive Top 50 UK Employers List , ranked 27th , recognising our ongoing commitment to inclusion and belonging. Customer excellence you can be proud of - Winners of Double Gold Awards for Customer Satisfaction at the Fairer Finance Awards 2025 for both Savings and Mortgages. Engaged, supported colleagues - Our colleague engagement scores consistently exceed 85% , reflecting a positive and supportive culture. Wellbeing at the heart of what we do - Our Belong benefits package is designed to put our people first, supporting your physical, mental, and financial wellbeing. These achievements reflect more than awards - theyrepresentour long-term commitment to creating a workplace where colleagues feel supported and customers feel cared for. When it comes to belonging, there truly is no place like Principality. At Principality Building Society ,we'vebeen proudly supporting our communities for 165 years and we are committed to being there for many more. As a Customer Consultant ,you'llbe the first point of contact for our members, making sure they feel welcome,supportedand valued, whether they visit us in-branch, via telephone or get in touch online. We'recommitted to helping you develop. From day one,you'llreceive tailored training and support to build your confidence, expand yourknowledgeand succeed in your role. As a Customer Consultant you will be: Providing a warm, friendly welcome and helping customers with everyday banking transactions. Supporting customers over the phone and through our digital channels. Identifyingfinancial needs and recommending suitable products and services. Ensuring the smooth running of daily branch operations in line with policy and procedures. Staying up to date with internal policies and regulatory requirements. Working collaboratively with your colleagues across the branch network and deliver exceptional service. Whatwe'relooking for: Ability to deliver outstanding customer service, either face-to-face or over the phone. Ability to stay calm and focusedina busy environment. Great communicationand people skills with a friendly and professional manner. A proactive attitude and willingness to learn and grow in the role. We'remore than a building society -we'repart of the community.That'swhy we have pledged to keep our branches open until at least 2030. Join us and be part of the business that truly puts our customers first. "We are passionate about creating an inclusive workplace where diversity is celebrated and where colleagues feel a sense of belonging" Nigel Taylor, Head of Brand, Impact & Communication. Butdon'tjust take our word for it, see what our colleagues say about working here too; Careers (principality.co.uk)
BSPF - British Swimming Pool Federation
Andover, Hampshire
Andover, Hampshire Hybrid working £62,000£72,000 + bonus + car Shape the future of a respected national body at the heart of a technically complex, safety-critical industry. The British Swimming Pool Federation sits at the centre of the UK wet leisure industry. It safeguards standards, supports businesses and provides a unified voice for a sector that underpins public safety, professional integrit click apply for full job details
Mar 19, 2026
Full time
Andover, Hampshire Hybrid working £62,000£72,000 + bonus + car Shape the future of a respected national body at the heart of a technically complex, safety-critical industry. The British Swimming Pool Federation sits at the centre of the UK wet leisure industry. It safeguards standards, supports businesses and provides a unified voice for a sector that underpins public safety, professional integrit click apply for full job details
Job Title: Area Sales Manager Location : Sheffield - Covering UK North (East Midlands to Scotland) Job Type: Full Time Salary: 45,000 (Company Car & Commission on Sales) General Description Shillito Group is proud to be retained by a internationally renowned manufacturing company in their search for a commercially driven and proactive Area Sales Manager. The Area Sales Manager will have day-to-day responsibility for managing the full sales process within a defined UK Northern territory, covering the East Midlands through to Scotland. This role focuses on component sales within the manufacturing sector and requires a proactive, commercially driven individual capable of managing customer relationships, progressing enquiries, and ensuring the efficient processing of orders through to despatch. The successful candidate will communicate effectively at all levels with customers, agents, and suppliers while supporting internal departments to ensure high standards of service delivery. Key Responsibilities & Duties Sales & Customer Management Process enquiries from existing and new customers in a timely and professional manner Work closely with the quoting team to ensure accurate and prompt quotation turnaround Manage accounts for existing customers and agents, including proactive follow-up Progress and chase sales orders internally to ensure on-time delivery Chase outstanding payments where required Source goods and services in line with specific customer requirements Attend customer meetings and industry exhibitions within the defined territory as required Identify and develop new business opportunities within the region Operational & Administrative Responsibilities Process orders through to despatch of goods Adhere to company ISO procedures for order processing and purchasing Use and maintain records within the company's ERP system Release product from quarantine in accordance with company procedures Authorise release of NCP (Non-Conforming Product) where appropriate Adhere to company Quality Management System (QMS) requirements Assist with annual stock checks as required Carry out occasional collection and delivery of products within the local vicinity Undertake additional ad-hoc duties necessary to fulfil the role Person Specification Essential Skills & Experience Proven experience in a sales or account management role (preferably within engineering, manufacturing, or industrial components) Strong understanding of the full sales cycle from enquiry to dispatch Excellent written and verbal communication skills Strong organisational skills with the ability to manage multiple enquiries and accounts Competent IT skills, including experience with ERP systems Commercial awareness and negotiation ability Full UK driving licence Willingness to travel across the defined territory Desirable Experience within machine knife manufacturing or precision engineering Knowledge of ISO standards and quality management systems Experience working with agents and distributors Shillito Executive Search specialises in finding top-tier executive talent for leadership, management, and board-level positions in the manufacturing industry. We have a deep understanding of the unique challenges and opportunities within the sector and pride ourselves on doing the right things well. People are our business.
Mar 19, 2026
Full time
Job Title: Area Sales Manager Location : Sheffield - Covering UK North (East Midlands to Scotland) Job Type: Full Time Salary: 45,000 (Company Car & Commission on Sales) General Description Shillito Group is proud to be retained by a internationally renowned manufacturing company in their search for a commercially driven and proactive Area Sales Manager. The Area Sales Manager will have day-to-day responsibility for managing the full sales process within a defined UK Northern territory, covering the East Midlands through to Scotland. This role focuses on component sales within the manufacturing sector and requires a proactive, commercially driven individual capable of managing customer relationships, progressing enquiries, and ensuring the efficient processing of orders through to despatch. The successful candidate will communicate effectively at all levels with customers, agents, and suppliers while supporting internal departments to ensure high standards of service delivery. Key Responsibilities & Duties Sales & Customer Management Process enquiries from existing and new customers in a timely and professional manner Work closely with the quoting team to ensure accurate and prompt quotation turnaround Manage accounts for existing customers and agents, including proactive follow-up Progress and chase sales orders internally to ensure on-time delivery Chase outstanding payments where required Source goods and services in line with specific customer requirements Attend customer meetings and industry exhibitions within the defined territory as required Identify and develop new business opportunities within the region Operational & Administrative Responsibilities Process orders through to despatch of goods Adhere to company ISO procedures for order processing and purchasing Use and maintain records within the company's ERP system Release product from quarantine in accordance with company procedures Authorise release of NCP (Non-Conforming Product) where appropriate Adhere to company Quality Management System (QMS) requirements Assist with annual stock checks as required Carry out occasional collection and delivery of products within the local vicinity Undertake additional ad-hoc duties necessary to fulfil the role Person Specification Essential Skills & Experience Proven experience in a sales or account management role (preferably within engineering, manufacturing, or industrial components) Strong understanding of the full sales cycle from enquiry to dispatch Excellent written and verbal communication skills Strong organisational skills with the ability to manage multiple enquiries and accounts Competent IT skills, including experience with ERP systems Commercial awareness and negotiation ability Full UK driving licence Willingness to travel across the defined territory Desirable Experience within machine knife manufacturing or precision engineering Knowledge of ISO standards and quality management systems Experience working with agents and distributors Shillito Executive Search specialises in finding top-tier executive talent for leadership, management, and board-level positions in the manufacturing industry. We have a deep understanding of the unique challenges and opportunities within the sector and pride ourselves on doing the right things well. People are our business.
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact. Role Overview As a Business Tax Director, you will play a senior leadership role within the Business Tax Advisory team, building on the high standards and expectations set at Associate Director level. You will drive strategic growth, lead complex compliance and advisory engagements, shape our market presence, and develop our people while modelling Forvis Mazars' values and competency expectations. This role is pivotal to the continued expansion of our advisory and compliance offering, particularly to mid-market companies and groups navigating complex tax legislation. You will be a trusted senior adviser, combining deep technical expertise, commercial acumen, and leadership that exemplifies our commitment to exceptional client experience. Key Responsibilities Strategic Leadership & Market Impact Lead and grow the Business Tax compliance and advisory offering in Bristol, driving market presence and shaping the service line's strategic direction. Identify, pursue, and convert high value compliance and advisory opportunities, leveraging strong industry networks. Collaborate with other service lines (e.g., Consulting, Risk, Internal Audit, M&A, Technology & Digital) to deliver unified, cross functional client solutions. Client & Portfolio Leadership Act as senior adviser to key clients, delivering strategic tax planning and complex technical advice. Lead major client relationships, ensuring the highest levels of service quality, responsiveness, and commercial insight-aligned with our client service principles of listening, responding, and collaborating. Oversee commercial performance, including pricing strategies, negotiation of major engagements, and oversight of WIP and profitability. People Leadership & Development Provide inspirational leadership to the Business Tax team, role modelling Forvis Mazars' values and competency expectations across Self & People, Client & Performance, Leadership, and Expertise. Develop Associate Directors, Managers, and emerging leaders through coaching, structured development, performance management, and knowledge sharing. Lead technical excellence and innovation across the practice, championing continuous improvement and the adoption of new technologies. Quality, Risk & Governance Oversee the technical quality, risk management, and regulatory compliance of major tax engagements. Provide expert review and challenge on complex matters, ensuring accuracy, consistency, and alignment with firmwide standards. What We're Looking For Technical & Professional Expertise ACA and/or CTA qualified (or equivalent), with extensive experience advising mid-market businesses on corporate tax matters. Demonstrated leadership in delivering complex advisory engagements and managing a diverse client portfolio. Proven track record of winning work and building trusted client relationships at senior levels. Personal Attributes A role model of our values, consistently delivering exceptional service and driving positive cultural impact. Excellent communication skills; able to influence executive level stakeholders. Strategic thinker with the ability to simplify complexity and deliver clear, actionable insight. Comfortable managing multiple priorities and operating under pressure. Diversity, Equity, and Inclusion At Forvis Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age, and disability. Forvis Mazars selects candidates based on skills, knowledge, qualifications, and experience. We welcome applicants who will contribute to our diverse, equitable, and inclusive culture. We know that a variety of perspectives creates stronger outcomes for our clients and our people. All candidates are selected based on skills, knowledge, and experience.
Mar 19, 2026
Full time
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact. Role Overview As a Business Tax Director, you will play a senior leadership role within the Business Tax Advisory team, building on the high standards and expectations set at Associate Director level. You will drive strategic growth, lead complex compliance and advisory engagements, shape our market presence, and develop our people while modelling Forvis Mazars' values and competency expectations. This role is pivotal to the continued expansion of our advisory and compliance offering, particularly to mid-market companies and groups navigating complex tax legislation. You will be a trusted senior adviser, combining deep technical expertise, commercial acumen, and leadership that exemplifies our commitment to exceptional client experience. Key Responsibilities Strategic Leadership & Market Impact Lead and grow the Business Tax compliance and advisory offering in Bristol, driving market presence and shaping the service line's strategic direction. Identify, pursue, and convert high value compliance and advisory opportunities, leveraging strong industry networks. Collaborate with other service lines (e.g., Consulting, Risk, Internal Audit, M&A, Technology & Digital) to deliver unified, cross functional client solutions. Client & Portfolio Leadership Act as senior adviser to key clients, delivering strategic tax planning and complex technical advice. Lead major client relationships, ensuring the highest levels of service quality, responsiveness, and commercial insight-aligned with our client service principles of listening, responding, and collaborating. Oversee commercial performance, including pricing strategies, negotiation of major engagements, and oversight of WIP and profitability. People Leadership & Development Provide inspirational leadership to the Business Tax team, role modelling Forvis Mazars' values and competency expectations across Self & People, Client & Performance, Leadership, and Expertise. Develop Associate Directors, Managers, and emerging leaders through coaching, structured development, performance management, and knowledge sharing. Lead technical excellence and innovation across the practice, championing continuous improvement and the adoption of new technologies. Quality, Risk & Governance Oversee the technical quality, risk management, and regulatory compliance of major tax engagements. Provide expert review and challenge on complex matters, ensuring accuracy, consistency, and alignment with firmwide standards. What We're Looking For Technical & Professional Expertise ACA and/or CTA qualified (or equivalent), with extensive experience advising mid-market businesses on corporate tax matters. Demonstrated leadership in delivering complex advisory engagements and managing a diverse client portfolio. Proven track record of winning work and building trusted client relationships at senior levels. Personal Attributes A role model of our values, consistently delivering exceptional service and driving positive cultural impact. Excellent communication skills; able to influence executive level stakeholders. Strategic thinker with the ability to simplify complexity and deliver clear, actionable insight. Comfortable managing multiple priorities and operating under pressure. Diversity, Equity, and Inclusion At Forvis Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age, and disability. Forvis Mazars selects candidates based on skills, knowledge, qualifications, and experience. We welcome applicants who will contribute to our diverse, equitable, and inclusive culture. We know that a variety of perspectives creates stronger outcomes for our clients and our people. All candidates are selected based on skills, knowledge, and experience.
A creative interior design consultancy is seeking an experienced Content Marketing Executive to help shape and deliver its content strategy across multiple brands. Working closely with the PR & Communications Manager, you will create engaging digital and print content that positions the business as a leading voice within its sector. You will manage websites, social media channels and marketing campaigns, ensuring all content is on-brand, SEO-optimised and aligned with wider marketing objectives. Key Responsibilities: Create and manage high-quality content across websites, blogs, newsletters and social media Oversee website management via CMS platforms and implement SEO best practices Manage social media scheduling and engagement across multiple channels Analyse website and social media performance using analytics tools Write, edit and proofread content to a high standard Support wider brand and marketing campaigns Essential skills and experience required: Minimum 12 months content marketing experience Strong copywriting and digital content skills Flawless grammar, punctuation and spelling. Strong experience with WordPress, SEO (metadata) and analytics tools (reporting on performance) Familiarity with Adobe Creative Suite, Google Ads and paid social campaigns Interest or experience in architecture, interiors or design sectors preferred Highly organised with the ability to multitask across three brands Creative in producing content Confident taking action where changes or improvements are needed Our ideal applicant will be self-motivated, proactive, charismatic and take a huge amount of pride in their work. At Fourteen People, we are committed to offering equal opportunities to all candidates regardless of race, religion, gender, sexuality, disability, age or any other protected characteristics. We understand there is still much to be done as we partner with our clients to create and improve robust recruitment processes that will improve diversity equity and inclusion in the workplace. Fourteen People Ltd is acting as an Employment Agency in relation to this vacancy .
Mar 19, 2026
Full time
A creative interior design consultancy is seeking an experienced Content Marketing Executive to help shape and deliver its content strategy across multiple brands. Working closely with the PR & Communications Manager, you will create engaging digital and print content that positions the business as a leading voice within its sector. You will manage websites, social media channels and marketing campaigns, ensuring all content is on-brand, SEO-optimised and aligned with wider marketing objectives. Key Responsibilities: Create and manage high-quality content across websites, blogs, newsletters and social media Oversee website management via CMS platforms and implement SEO best practices Manage social media scheduling and engagement across multiple channels Analyse website and social media performance using analytics tools Write, edit and proofread content to a high standard Support wider brand and marketing campaigns Essential skills and experience required: Minimum 12 months content marketing experience Strong copywriting and digital content skills Flawless grammar, punctuation and spelling. Strong experience with WordPress, SEO (metadata) and analytics tools (reporting on performance) Familiarity with Adobe Creative Suite, Google Ads and paid social campaigns Interest or experience in architecture, interiors or design sectors preferred Highly organised with the ability to multitask across three brands Creative in producing content Confident taking action where changes or improvements are needed Our ideal applicant will be self-motivated, proactive, charismatic and take a huge amount of pride in their work. At Fourteen People, we are committed to offering equal opportunities to all candidates regardless of race, religion, gender, sexuality, disability, age or any other protected characteristics. We understand there is still much to be done as we partner with our clients to create and improve robust recruitment processes that will improve diversity equity and inclusion in the workplace. Fourteen People Ltd is acting as an Employment Agency in relation to this vacancy .