The Best Connection have exciting new opportunities in Runcorn! Our client, a leading & well known manufacturer, is looking to recruit a number of dedicated and reliable Packers to work in their busy packing department. The main duties will include: Packing health vitamins & tablets into tubes / blister packs Making sure production lines / machines are running correctly Assembling the packaging ready for packing Quality checking all packed products ready for despatch All other packing associated tasks Skills / Attributes: A good eye for detail to ensure accuracies with orders Adhere to health & safety procedures on site Ability to work as part of a team in a fast-paced environment The working hours are on a weekly rotation: 0600 - 1415 Monday to Thursday & 0600 - 1200 on a Friday 1400 - 2215 Monday to Thursday & 1145 - 1745 on a Friday Overtime is paid at attractive rates. Overtime rules are as follows: x 1.5 after 39 hours Monday to Friday x 1.5 Saturdays (providing standard hours completed) x2 Sundays (providing Monday to Saturday worked) This is an ongoing position, with potential of temp-to-perm opportunities after a qualifying period Experience working within a similar role is essential. Immediate starts are available after successful interview. To apply, please contact the industrial desk on The Best Connection is acting as an Employment Business in relation to this vacancy. Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
Jul 28, 2026
Full time
The Best Connection have exciting new opportunities in Runcorn! Our client, a leading & well known manufacturer, is looking to recruit a number of dedicated and reliable Packers to work in their busy packing department. The main duties will include: Packing health vitamins & tablets into tubes / blister packs Making sure production lines / machines are running correctly Assembling the packaging ready for packing Quality checking all packed products ready for despatch All other packing associated tasks Skills / Attributes: A good eye for detail to ensure accuracies with orders Adhere to health & safety procedures on site Ability to work as part of a team in a fast-paced environment The working hours are on a weekly rotation: 0600 - 1415 Monday to Thursday & 0600 - 1200 on a Friday 1400 - 2215 Monday to Thursday & 1145 - 1745 on a Friday Overtime is paid at attractive rates. Overtime rules are as follows: x 1.5 after 39 hours Monday to Friday x 1.5 Saturdays (providing standard hours completed) x2 Sundays (providing Monday to Saturday worked) This is an ongoing position, with potential of temp-to-perm opportunities after a qualifying period Experience working within a similar role is essential. Immediate starts are available after successful interview. To apply, please contact the industrial desk on The Best Connection is acting as an Employment Business in relation to this vacancy. Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
Payroll and Tax AnalystApplylocations: Londontime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 7, 2026 (13 days left to apply)job requisition id: JR6956 "I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones Job Profile Summary To work as part of a small team delivering an in-house UK payroll anddelivering out-sourced payrolls in Europe Role Responsibilities Checking and formatting data from various sources for upload into the Dayforce payroll system Ensuring receipt of files from various sources including upstream systems such as Workday HR Running reports from payroll and HR systems Administering company pension rules; ensuring online filing of pension returns Administering benefits including uploading files, checking outputs and transmitting files and data to third party providers Processing bonus and other special payments Liaising with HMRC and external organisations on pay enquiries Business-partnering with HR, Reward, Finance, Global Mobility and other teams to deliver company policies on pay and pensions, etc Dealing with ex-patriate payroll rules Processing off-cycle payments Calculating and applying statutory and other deductions Checking payrolls and ensuring senior sign off Calculating and transmitting funding requests Creating bank files and ensuring authorisation Assisting with payroll audits Assisting with year-end activities including reconciliations On European payrolls: Learning key local country rules Assembling inputs, formatting and checking data before onward transmission Checking draft payrolls, approving and overseeing payroll delivery in line with internal policies and local rules Uploading bank files and ensuring transmission Ensuring that suppliers deliver payrolls to Service Level Agreements Candidate Requirements At least two years' previous experience of processing payroll in the UK Experience of European payroll would be an advantage "I can apply in less than 4 minutes." You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. "I can learn more about Capital Group." At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here . Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law. Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values ofintegrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.
Jul 28, 2026
Full time
Payroll and Tax AnalystApplylocations: Londontime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 7, 2026 (13 days left to apply)job requisition id: JR6956 "I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones Job Profile Summary To work as part of a small team delivering an in-house UK payroll anddelivering out-sourced payrolls in Europe Role Responsibilities Checking and formatting data from various sources for upload into the Dayforce payroll system Ensuring receipt of files from various sources including upstream systems such as Workday HR Running reports from payroll and HR systems Administering company pension rules; ensuring online filing of pension returns Administering benefits including uploading files, checking outputs and transmitting files and data to third party providers Processing bonus and other special payments Liaising with HMRC and external organisations on pay enquiries Business-partnering with HR, Reward, Finance, Global Mobility and other teams to deliver company policies on pay and pensions, etc Dealing with ex-patriate payroll rules Processing off-cycle payments Calculating and applying statutory and other deductions Checking payrolls and ensuring senior sign off Calculating and transmitting funding requests Creating bank files and ensuring authorisation Assisting with payroll audits Assisting with year-end activities including reconciliations On European payrolls: Learning key local country rules Assembling inputs, formatting and checking data before onward transmission Checking draft payrolls, approving and overseeing payroll delivery in line with internal policies and local rules Uploading bank files and ensuring transmission Ensuring that suppliers deliver payrolls to Service Level Agreements Candidate Requirements At least two years' previous experience of processing payroll in the UK Experience of European payroll would be an advantage "I can apply in less than 4 minutes." You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. "I can learn more about Capital Group." At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here . Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law. Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values ofintegrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.
Introduction At Gallagher Benefit Services, youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether its shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change click apply for full job details
Jul 28, 2026
Full time
Introduction At Gallagher Benefit Services, youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether its shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change click apply for full job details
"I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time away and health benefits from day one, with the opportunity for flexible work options. Receive 2 for 1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love. Access on demand professional development resources that allow you to hone existing skills and learn new ones. Job Profile Summary To work as part of a small team delivering an in house UK payroll and delivering out sourced payrolls in Europe. Role Responsibilities Checking and formatting data from various sources for upload into the Dayforce payroll system Ensuring receipt of files from various sources including upstream systems such as Workday HR Running reports from payroll and HR systems Administering company pension rules; ensuring online filing of pension returns Administering benefits including uploading files, checking outputs and transmitting files and data to third party providers Processing bonus and other special payments Liaising with HMRC and external organisations on pay enquiries Business partnering with HR, Reward, Finance, Global Mobility and other teams to deliver company policies on pay and pensions, etc Dealing with ex patriate payroll rules Processing off cycle payments Calculating and applying statutory and other deductions Checking payrolls and ensuring senior sign off Calculating and transmitting funding requests Creating bank files and ensuring authorisation Assisting with payroll audits Assisting with year end activities including reconciliations On European payrolls: Learning key local country rules Assembling inputs, formatting and checking data before onward transmission Checking draft payrolls, approving and overseeing payroll delivery in line with internal policies and local rules Uploading bank files and ensuring transmission Ensuring that suppliers deliver payrolls to Service Level Agreements Candidate Requirements At least two years' previous experience of processing payroll in the UK Experience of European payroll would be an advantage In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law. Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values of integrity, client focus, long term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed. Learn more about compensation & retirement Learn more about our benefits Learn more about our hybrid schedule Learn more about our culture and core values Learn more about our commitment to responsible AI and how it shapes your candidate experience.
Jul 28, 2026
Full time
"I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time away and health benefits from day one, with the opportunity for flexible work options. Receive 2 for 1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love. Access on demand professional development resources that allow you to hone existing skills and learn new ones. Job Profile Summary To work as part of a small team delivering an in house UK payroll and delivering out sourced payrolls in Europe. Role Responsibilities Checking and formatting data from various sources for upload into the Dayforce payroll system Ensuring receipt of files from various sources including upstream systems such as Workday HR Running reports from payroll and HR systems Administering company pension rules; ensuring online filing of pension returns Administering benefits including uploading files, checking outputs and transmitting files and data to third party providers Processing bonus and other special payments Liaising with HMRC and external organisations on pay enquiries Business partnering with HR, Reward, Finance, Global Mobility and other teams to deliver company policies on pay and pensions, etc Dealing with ex patriate payroll rules Processing off cycle payments Calculating and applying statutory and other deductions Checking payrolls and ensuring senior sign off Calculating and transmitting funding requests Creating bank files and ensuring authorisation Assisting with payroll audits Assisting with year end activities including reconciliations On European payrolls: Learning key local country rules Assembling inputs, formatting and checking data before onward transmission Checking draft payrolls, approving and overseeing payroll delivery in line with internal policies and local rules Uploading bank files and ensuring transmission Ensuring that suppliers deliver payrolls to Service Level Agreements Candidate Requirements At least two years' previous experience of processing payroll in the UK Experience of European payroll would be an advantage In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law. Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values of integrity, client focus, long term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed. Learn more about compensation & retirement Learn more about our benefits Learn more about our hybrid schedule Learn more about our culture and core values Learn more about our commitment to responsible AI and how it shapes your candidate experience.
Corporate, Guildford Main information 31/08/2026 PQE: 5 years + Term type: Permanent Practice area: Corporate Location: Guildford The Role We are recruiting a forward-thinking knowledge lawyer to support the corporate team. You will work with the practice's existing senior knowledge lawyer and report formally to the corporate practice group head. The focus of the role will be working with the current senior knowledge lawyer to assist the team with its work on mainstream corporate transactions, with a particular focus on mid market M&A, corporate restructurings, other corporate procedures and corporate governance. You will also play a key role in enabling and embedding legal technology and championing new tools and ways of working to establish technology at the heart of the Corporate team. Combined with your legal knowledge this will improve delivery of legal services to our clients. The role is full time, although candidates wishing to work 4 days per week may also be considered. As a firm we work flexibly and remote/hybrid working is available, with employees requested to be in the office at least 2 days per week. The Team Our award winning corporate team offers quality and strength in depth unusual outside the City. The leading independent directories consistently rank us in the top tier. We are committed to an active intelligent growth strategy, for the team and the whole firm, and it is with this in mind that we welcome applications for technically strong, commercially minded and ambitious individuals. The corporate team is one of the top corporate practices in the South East and consists of eleven partners with a team of 40 in total supported by at least two dedicated knowledge lawyers. The work of the team is high quality and diverse and covers a broad range of corporate transactional and advisory matters, including: Private M&A (both buy side and sell side) Private equity (principally management advisory and portfolio work) Venture capital and other equity fundraisings Shareholders' agreements and corporate joint ventures Inward investment and cross border The team is supported by the full range of specialists required to deliver high quality, fast paced corporate transactional work - including tax, employment, immigration and pensions, real estate, banking and finance, regulatory and anti trust, intellectual property and commercial. A large proportion of our clients are multinational, based overseas or have international business interests, and we frequently work with overseas law firms, including the major jurisdictions in Europe and the US. Our clients include household name FTSE 100 PLCs and other major national and international groups, mid tier businesses (quoted, private equity and privately owned), management teams in private equity backed businesses, high net worth private clients and high growth companies. In the run in to the first Labour government budget in November 2024, the corporate team closed 30 deals in 30 days with a total aggregate transaction value of just under £1 billion, demonstrating the team's exceptional transactional capability. Examples of clients that you may experience working with are listed below and further information about our experience can be found on our website here. Diploma plc, Bunzl, Philips, The Ardonagh Group, Specialist Risk Group, Davies Group, Bright Stars Nursery Group, Rock Rail, Optio Group, Nord Lock International AB, Corus Dental, Vestey Holdings, BMT, Clinigen, Bright Path Sports Partners (investor in Ipswich Town Football Club), Wates Drafting and updating precedents and guidance notes for use by fee earners, including liaising with lawyers in relation to market practice. Training, including identifying the training needs for lawyers at various levels of experience and delivering appropriate training at all levels (in conjunction with fee earning lawyers) to the team and occasionally to clients. Playing a key role in supporting trainees and new joiners in the team and devising and helping to deliver their training, and identifying training needs. Carrying out analysis of latest developments in corporate law and ensuring that knowledge is promptly disseminated, internally and externally. Advising lawyers and junior members of the team on legal issues faced in their transactions and matters with on point, thorough, and timely answers (paying regard to the commercial context). Acting as a sounding board and providing "second opinions" to more senior members of the team on points of law and market practice. Providing assistance with research and directing junior members of the team to appropriate resources. Providing knowledge support to business development initiatives, including supporting client campaigns, training sessions and other initiatives. Keeping up to date with legal technology solutions and leading with implementation in your practice area. Liaising with other knowledge lawyers and information services specialists across the firm to train and familiarise the team with new products and processes developed, both internally and externally. Supporting strategy and business group meetings and taking an active role in supporting the activities of those groups. Drafting and managing the department's Learning & Development plan, and supporting the delivery of the plan. Maintaining an up to date know how repository of relevant example documents and encouraging contribution of relevant know how from fee earners. Technology & Innovation Our KLs drive the conversion of tacit legal expertise into structured, reliable, machine usable knowledge. In practice, they act as the bridge between fee earners and AI systems. Data Hygiene: Leading the transformation of knowledge to clean, structured, and machine readable data. Curating and normalising precedent for AI consumption. Centralised Repositories: Supporting the firm's ambition towards centralised Knowledge Management systems to allow AI to access the full history of firm work product. Metadata Tagging: tagging of documents to ensure AI can retrieve relevant precedents, case files, or internal research - ensuring that there is contextual metadata around clauses and positions. Data Governance & Privacy: Helping to ensure the safe use of data to train or query AI is, ensuring client confidentiality and adhering to ethical guidelines. The role holder will play a key role in driving innovation in the corporate team, including: Supporting the development of the corporate team's innovation strategy, from identification of high impact use cases to effective roll out of new ways of working. Driving adoption of legal tech tools to improve service delivery and lawyer productivity. Helping to identify, evaluate, and implement emerging legal technologies, including AI solutions (e.g. CoCounsel, Harvey, Lexis+ AI). Collaborating on client facing tech initiatives and translating legal opportunities into innovation strategies. Contributing to the firm's broader innovation agenda and supporting the team and leadership on change initiatives. Championing a culture of knowledge sharing around tech and AI, continuous learning, and legal innovation. Supporting upskilling programmes for lawyers in legal tech and innovation. Acting as a visible advocate for tech transformation across practice areas. Driving a positive change culture around tech and innovation. Qualifications and Experience Our ideal candidate will be an established corporate knowledge lawyer. However, we will also consider experienced corporate fee earners (5+) who are looking to transition into a first knowledge lawyer role. You will need to be a qualified lawyer with significant relevant experience in corporate law, and demonstrate the following: Excellent oral and written communication skills, and the ability to quickly gain the confidence of lawyers at all levels within the team and in other practice groups across the firm. Excellent legal research skills. Excellent attention to detail. Experience in drafting in plain language and in English. Experience in designing and delivering engaging training programmes, targeted at audiences across all levels of the firm. Demonstrable interest in the relationship between Knowledge and legal technology, and a willingness to lead change related to tech enabled legal service delivery and the effective use of AI. Embedding technology into ways of working and drive continuous improvement. A strong interest in legal tech and innovation is essential; prior experience in this area is desirable. Recent experience of negotiating on M&A transactions and associated market practice desirable but not essential. Qualities that fit with a cohesive, friendly and supportive team. The Opportunity Pension Scheme (5% employer contribution). Profit share and discretionary bonus schemes. Private medical insurance. Permanent health insurance. Life assurance. Receive either the sum of £750 per annum as a travel allowance or reimbursement of carparking expenses via a pay as you go card at a local carpark (likely to be Farnham Road carpark). Travel - option to apply for an interest free loan for a season ticket or parking permit. Enhanced maternity/paternity pay (after sufficient service). Critical illness insurance. . click apply for full job details
Jul 28, 2026
Full time
Corporate, Guildford Main information 31/08/2026 PQE: 5 years + Term type: Permanent Practice area: Corporate Location: Guildford The Role We are recruiting a forward-thinking knowledge lawyer to support the corporate team. You will work with the practice's existing senior knowledge lawyer and report formally to the corporate practice group head. The focus of the role will be working with the current senior knowledge lawyer to assist the team with its work on mainstream corporate transactions, with a particular focus on mid market M&A, corporate restructurings, other corporate procedures and corporate governance. You will also play a key role in enabling and embedding legal technology and championing new tools and ways of working to establish technology at the heart of the Corporate team. Combined with your legal knowledge this will improve delivery of legal services to our clients. The role is full time, although candidates wishing to work 4 days per week may also be considered. As a firm we work flexibly and remote/hybrid working is available, with employees requested to be in the office at least 2 days per week. The Team Our award winning corporate team offers quality and strength in depth unusual outside the City. The leading independent directories consistently rank us in the top tier. We are committed to an active intelligent growth strategy, for the team and the whole firm, and it is with this in mind that we welcome applications for technically strong, commercially minded and ambitious individuals. The corporate team is one of the top corporate practices in the South East and consists of eleven partners with a team of 40 in total supported by at least two dedicated knowledge lawyers. The work of the team is high quality and diverse and covers a broad range of corporate transactional and advisory matters, including: Private M&A (both buy side and sell side) Private equity (principally management advisory and portfolio work) Venture capital and other equity fundraisings Shareholders' agreements and corporate joint ventures Inward investment and cross border The team is supported by the full range of specialists required to deliver high quality, fast paced corporate transactional work - including tax, employment, immigration and pensions, real estate, banking and finance, regulatory and anti trust, intellectual property and commercial. A large proportion of our clients are multinational, based overseas or have international business interests, and we frequently work with overseas law firms, including the major jurisdictions in Europe and the US. Our clients include household name FTSE 100 PLCs and other major national and international groups, mid tier businesses (quoted, private equity and privately owned), management teams in private equity backed businesses, high net worth private clients and high growth companies. In the run in to the first Labour government budget in November 2024, the corporate team closed 30 deals in 30 days with a total aggregate transaction value of just under £1 billion, demonstrating the team's exceptional transactional capability. Examples of clients that you may experience working with are listed below and further information about our experience can be found on our website here. Diploma plc, Bunzl, Philips, The Ardonagh Group, Specialist Risk Group, Davies Group, Bright Stars Nursery Group, Rock Rail, Optio Group, Nord Lock International AB, Corus Dental, Vestey Holdings, BMT, Clinigen, Bright Path Sports Partners (investor in Ipswich Town Football Club), Wates Drafting and updating precedents and guidance notes for use by fee earners, including liaising with lawyers in relation to market practice. Training, including identifying the training needs for lawyers at various levels of experience and delivering appropriate training at all levels (in conjunction with fee earning lawyers) to the team and occasionally to clients. Playing a key role in supporting trainees and new joiners in the team and devising and helping to deliver their training, and identifying training needs. Carrying out analysis of latest developments in corporate law and ensuring that knowledge is promptly disseminated, internally and externally. Advising lawyers and junior members of the team on legal issues faced in their transactions and matters with on point, thorough, and timely answers (paying regard to the commercial context). Acting as a sounding board and providing "second opinions" to more senior members of the team on points of law and market practice. Providing assistance with research and directing junior members of the team to appropriate resources. Providing knowledge support to business development initiatives, including supporting client campaigns, training sessions and other initiatives. Keeping up to date with legal technology solutions and leading with implementation in your practice area. Liaising with other knowledge lawyers and information services specialists across the firm to train and familiarise the team with new products and processes developed, both internally and externally. Supporting strategy and business group meetings and taking an active role in supporting the activities of those groups. Drafting and managing the department's Learning & Development plan, and supporting the delivery of the plan. Maintaining an up to date know how repository of relevant example documents and encouraging contribution of relevant know how from fee earners. Technology & Innovation Our KLs drive the conversion of tacit legal expertise into structured, reliable, machine usable knowledge. In practice, they act as the bridge between fee earners and AI systems. Data Hygiene: Leading the transformation of knowledge to clean, structured, and machine readable data. Curating and normalising precedent for AI consumption. Centralised Repositories: Supporting the firm's ambition towards centralised Knowledge Management systems to allow AI to access the full history of firm work product. Metadata Tagging: tagging of documents to ensure AI can retrieve relevant precedents, case files, or internal research - ensuring that there is contextual metadata around clauses and positions. Data Governance & Privacy: Helping to ensure the safe use of data to train or query AI is, ensuring client confidentiality and adhering to ethical guidelines. The role holder will play a key role in driving innovation in the corporate team, including: Supporting the development of the corporate team's innovation strategy, from identification of high impact use cases to effective roll out of new ways of working. Driving adoption of legal tech tools to improve service delivery and lawyer productivity. Helping to identify, evaluate, and implement emerging legal technologies, including AI solutions (e.g. CoCounsel, Harvey, Lexis+ AI). Collaborating on client facing tech initiatives and translating legal opportunities into innovation strategies. Contributing to the firm's broader innovation agenda and supporting the team and leadership on change initiatives. Championing a culture of knowledge sharing around tech and AI, continuous learning, and legal innovation. Supporting upskilling programmes for lawyers in legal tech and innovation. Acting as a visible advocate for tech transformation across practice areas. Driving a positive change culture around tech and innovation. Qualifications and Experience Our ideal candidate will be an established corporate knowledge lawyer. However, we will also consider experienced corporate fee earners (5+) who are looking to transition into a first knowledge lawyer role. You will need to be a qualified lawyer with significant relevant experience in corporate law, and demonstrate the following: Excellent oral and written communication skills, and the ability to quickly gain the confidence of lawyers at all levels within the team and in other practice groups across the firm. Excellent legal research skills. Excellent attention to detail. Experience in drafting in plain language and in English. Experience in designing and delivering engaging training programmes, targeted at audiences across all levels of the firm. Demonstrable interest in the relationship between Knowledge and legal technology, and a willingness to lead change related to tech enabled legal service delivery and the effective use of AI. Embedding technology into ways of working and drive continuous improvement. A strong interest in legal tech and innovation is essential; prior experience in this area is desirable. Recent experience of negotiating on M&A transactions and associated market practice desirable but not essential. Qualities that fit with a cohesive, friendly and supportive team. The Opportunity Pension Scheme (5% employer contribution). Profit share and discretionary bonus schemes. Private medical insurance. Permanent health insurance. Life assurance. Receive either the sum of £750 per annum as a travel allowance or reimbursement of carparking expenses via a pay as you go card at a local carpark (likely to be Farnham Road carpark). Travel - option to apply for an interest free loan for a season ticket or parking permit. Enhanced maternity/paternity pay (after sufficient service). Critical illness insurance. . click apply for full job details
Introduction At Gallagher Benefit Services, youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether its shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change click apply for full job details
Jul 27, 2026
Full time
Introduction At Gallagher Benefit Services, youre a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether its shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change click apply for full job details
Senior Associate - Employment Department: Employment, Pensions and Immigration - North Employment Type: Permanent Location: London Key Responsibilities Undertake a busy and varied workload of employment matters advising all types of employers, with an emphasis on our financial services sector clients Work on complex discrimination, whistleblowing and breach of contract litigation (Employment Tribunal and High Court) under appropriate supervision Assist on non-contentious projects including restructures (redundancy and TUPE) in the UK and across multiple jurisdictions General employment advisory work by telephone and email Take an active role in supervising the work of and assisting in the development of trainees and paralegals Take part in and initiate marketing, networking and other business development activities in order to maintain and develop work from existing clients and potential clients. This includes assisting with client seminars and delivering training Contribute to non fee-earning activity as appropriate e.g. knowledge sharing, internal training Skills, Knowledge and Expertise We would expect the post holder to be a Senior Associate - ideally 5+ PQE. Ideally experience of advising clients in the financial services sector and multi-national commercial clients Must have experience of working on tribunal claims and other contentious matters Independent thinker with a focus on generating commercial solutions to problems on behalf of clients Confident communicator with an ability to develop relationships with clients and influence at all levels Enthusiastic team player with a flexible approach
Jul 26, 2026
Full time
Senior Associate - Employment Department: Employment, Pensions and Immigration - North Employment Type: Permanent Location: London Key Responsibilities Undertake a busy and varied workload of employment matters advising all types of employers, with an emphasis on our financial services sector clients Work on complex discrimination, whistleblowing and breach of contract litigation (Employment Tribunal and High Court) under appropriate supervision Assist on non-contentious projects including restructures (redundancy and TUPE) in the UK and across multiple jurisdictions General employment advisory work by telephone and email Take an active role in supervising the work of and assisting in the development of trainees and paralegals Take part in and initiate marketing, networking and other business development activities in order to maintain and develop work from existing clients and potential clients. This includes assisting with client seminars and delivering training Contribute to non fee-earning activity as appropriate e.g. knowledge sharing, internal training Skills, Knowledge and Expertise We would expect the post holder to be a Senior Associate - ideally 5+ PQE. Ideally experience of advising clients in the financial services sector and multi-national commercial clients Must have experience of working on tribunal claims and other contentious matters Independent thinker with a focus on generating commercial solutions to problems on behalf of clients Confident communicator with an ability to develop relationships with clients and influence at all levels Enthusiastic team player with a flexible approach
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint an Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role As an Associate, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
Jul 26, 2026
Full time
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint an Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role As an Associate, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
WTW is growing its Outsourcing business and plays a critical role in helping some of the UK's largest organisations deliver high-quality pension administration services to clients, trustees and members. As we continue to expand, we're looking for an Operational Risk Lead to help ensure our services remain resilient, well-controlled and focused on delivering positive customer outcomes. In this role, you'll work at the heart of the business, partnering with operational teams, senior stakeholders and Enterprise Risk Management colleagues to identify risks, strengthen controls and support effective decision-making. You'll investigate operational incidents, analyse trends, challenge assumptions and use data-driven insights to help drive continuous improvement across our outsourced pension administration services. This is an excellent opportunity for a curious and inquisitive risk professional who enjoys solving problems, influencing stakeholders and making a tangible impact. You'll have broad exposure across the Outsourcing business, helping to protect client, trustee and member outcomes while contributing to the growth and success of a strategically important area of WTW. The role sits within the Outsourcing Risk & Assurance team and reports to the Risk Manager. We offer a flexible hybrid working environment and welcome applications from individuals seeking a variety of flexible working arrangements. The Role - Identify/Anticipate: Conduct horizon scanning and monitor regulatory developments, industry trends and external events to identify emerging risks that may impact Outsourcing GB, pension administration services and client outcomes. - Operational Resilience: Support risk assessments for new and changing products, services and initiatives, ensuring operational risks, dependencies and resilience considerations are identified and addressed early. - RACA: Support the Risk and Control Assessment process, helping to ensure risks and controls are appropriately identified, assessed, documented and managed. - Business Risk Assessment: Review control self-assessments, challenge assumptions where appropriate and support the ongoing enhancement of the control environment. - Root Cause Investigation: Investigate operational risk incidents, perform root cause analysis and work with stakeholders to identify lessons learned and implement preventative actions. - Risk Events Tracking: Analyse incident and risk event data to identify trends, emerging risks and recurring themes, supporting escalation and informed decision-making. - Support Core Risk Team Activities: Maintain risk registers, dashboards, root cause reports and management information, providing clear insight into risk exposures, control effectiveness and remediation progress. - Reporting: Produce high-quality risk reporting, governance materials and assurance outputs that support effective oversight and decision-making by management, clients and trustees. - Monitoring: Maintain accurate risk, control and action records within the GRC system, ensuring visibility, accountability and alignment with the risk framework. - Actionable Remediation: Work collaboratively with Operations, IT, Compliance, Legal and other stakeholders to develop and implement practical solutions that address control weaknesses and reduce risk. - Change Implementation and Control Effectiveness: Monitor the delivery and effectiveness of remediation activities, process improvements and control enhancements across the business. - Learn: Support wider Risk team initiatives and continuous improvement activities, bringing curiosity, attention to detail and a proactive approach to problem solving. What you'll bring Essential Experience in operational risk, controls, audit, compliance or governance within a regulated environment. Strong understanding of risk assessments, control reviews, incident management and root cause analysis. Ability to analyse risk data and produce clear reports, dashboards and management information. Understanding of the Three Lines of Defence model and risk management principles. Strong communication and stakeholder management skills. Experience maintaining risk, control and action records within a GRC or similar governance system. Advanced Microsoft Office skills, particularly Excel, Word and PowerPoint. Highly organised, proactive and able to manage competing priorities. High integrity and commitment to continuous professional development. Desirable Relevant risk, audit, compliance or governance qualification. Experience within pensions, financial services, outsourced services or another regulated industry. Experience supporting business change, control improvement or remediation activities. Understanding of client and trustee governance requirements. Experience preparing reporting and governance materials for senior stakeholders. Competencies Working in Teams Driving Excellence Adapting to Change Focusing on Clients What we offer: Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email
Jul 26, 2026
Full time
WTW is growing its Outsourcing business and plays a critical role in helping some of the UK's largest organisations deliver high-quality pension administration services to clients, trustees and members. As we continue to expand, we're looking for an Operational Risk Lead to help ensure our services remain resilient, well-controlled and focused on delivering positive customer outcomes. In this role, you'll work at the heart of the business, partnering with operational teams, senior stakeholders and Enterprise Risk Management colleagues to identify risks, strengthen controls and support effective decision-making. You'll investigate operational incidents, analyse trends, challenge assumptions and use data-driven insights to help drive continuous improvement across our outsourced pension administration services. This is an excellent opportunity for a curious and inquisitive risk professional who enjoys solving problems, influencing stakeholders and making a tangible impact. You'll have broad exposure across the Outsourcing business, helping to protect client, trustee and member outcomes while contributing to the growth and success of a strategically important area of WTW. The role sits within the Outsourcing Risk & Assurance team and reports to the Risk Manager. We offer a flexible hybrid working environment and welcome applications from individuals seeking a variety of flexible working arrangements. The Role - Identify/Anticipate: Conduct horizon scanning and monitor regulatory developments, industry trends and external events to identify emerging risks that may impact Outsourcing GB, pension administration services and client outcomes. - Operational Resilience: Support risk assessments for new and changing products, services and initiatives, ensuring operational risks, dependencies and resilience considerations are identified and addressed early. - RACA: Support the Risk and Control Assessment process, helping to ensure risks and controls are appropriately identified, assessed, documented and managed. - Business Risk Assessment: Review control self-assessments, challenge assumptions where appropriate and support the ongoing enhancement of the control environment. - Root Cause Investigation: Investigate operational risk incidents, perform root cause analysis and work with stakeholders to identify lessons learned and implement preventative actions. - Risk Events Tracking: Analyse incident and risk event data to identify trends, emerging risks and recurring themes, supporting escalation and informed decision-making. - Support Core Risk Team Activities: Maintain risk registers, dashboards, root cause reports and management information, providing clear insight into risk exposures, control effectiveness and remediation progress. - Reporting: Produce high-quality risk reporting, governance materials and assurance outputs that support effective oversight and decision-making by management, clients and trustees. - Monitoring: Maintain accurate risk, control and action records within the GRC system, ensuring visibility, accountability and alignment with the risk framework. - Actionable Remediation: Work collaboratively with Operations, IT, Compliance, Legal and other stakeholders to develop and implement practical solutions that address control weaknesses and reduce risk. - Change Implementation and Control Effectiveness: Monitor the delivery and effectiveness of remediation activities, process improvements and control enhancements across the business. - Learn: Support wider Risk team initiatives and continuous improvement activities, bringing curiosity, attention to detail and a proactive approach to problem solving. What you'll bring Essential Experience in operational risk, controls, audit, compliance or governance within a regulated environment. Strong understanding of risk assessments, control reviews, incident management and root cause analysis. Ability to analyse risk data and produce clear reports, dashboards and management information. Understanding of the Three Lines of Defence model and risk management principles. Strong communication and stakeholder management skills. Experience maintaining risk, control and action records within a GRC or similar governance system. Advanced Microsoft Office skills, particularly Excel, Word and PowerPoint. Highly organised, proactive and able to manage competing priorities. High integrity and commitment to continuous professional development. Desirable Relevant risk, audit, compliance or governance qualification. Experience within pensions, financial services, outsourced services or another regulated industry. Experience supporting business change, control improvement or remediation activities. Understanding of client and trustee governance requirements. Experience preparing reporting and governance materials for senior stakeholders. Competencies Working in Teams Driving Excellence Adapting to Change Focusing on Clients What we offer: Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email
Paraplanner Hybrid Working Growing Independent Financial Planning Firm Nigel James Associates are working with a growing independent financial planning business as they look to appoint an experienced Paraplanner to support their team of Advisers. This is an excellent opportunity to join a financially secure, client-focused firm that has built a strong reputation for delivering high-quality holistic financial planning advice. The company is in a strong phase of growth, with increasing client demand and ambitious long-term plans, making it an exciting time to join the business. You'll be responsible for undertaking technical research, preparing suitability reports, assisting with complex planning cases, and supporting Advisers throughout the advice process. The client bank is made up predominantly of average-sized financial planning clients, with some larger and more technical cases that will provide additional variety and development opportunities. One of the key attractions of this role is the level of support available. The Advisers are supported by a dedicated and experienced administration team, allowing Paraplanners to focus on technical work and adding value rather than being drawn into day-to-day administrative tasks. The company offers a collaborative working environment where Paraplanners are viewed as an integral part of the client journey rather than simply a back-office function. You'll have the opportunity to contribute to technical discussions, help improve processes, and continue developing your expertise, with support for further professional qualifications where appropriate. The role operates on a hybrid basis with 3 days per week in the office and 2 days working from home, offering a good balance between collaboration and flexibility. What we are looking for: Previous experience in a Paraplanner role within an IFA or wealth management firm. Strong technical knowledge across pensions, investments, protection, and tax planning. Experience preparing suitability reports and conducting financial planning research. Diploma qualified (or working towards Chartered status) would be advantageous. Excellent attention to detail and the ability to manage workloads effectively. A proactive team player who enjoys supporting advisers and contributing to a collaborative environment. What is on offer: Basic salary up to £48,000 depending on experience. Discretionary annual bonus. Hybrid working (3 days in the office, 2 from home). Comprehensive benefits package. Strong administration support structure. Support with ongoing professional development and qualifications. The opportunity to join a respected and growing independent financial planning firm with a strong team culture and genuine long-term career prospects. If this sounds like the right role for you, we'd love to have a confidential conversation. Please get in touch or apply for further details.
Jul 24, 2026
Full time
Paraplanner Hybrid Working Growing Independent Financial Planning Firm Nigel James Associates are working with a growing independent financial planning business as they look to appoint an experienced Paraplanner to support their team of Advisers. This is an excellent opportunity to join a financially secure, client-focused firm that has built a strong reputation for delivering high-quality holistic financial planning advice. The company is in a strong phase of growth, with increasing client demand and ambitious long-term plans, making it an exciting time to join the business. You'll be responsible for undertaking technical research, preparing suitability reports, assisting with complex planning cases, and supporting Advisers throughout the advice process. The client bank is made up predominantly of average-sized financial planning clients, with some larger and more technical cases that will provide additional variety and development opportunities. One of the key attractions of this role is the level of support available. The Advisers are supported by a dedicated and experienced administration team, allowing Paraplanners to focus on technical work and adding value rather than being drawn into day-to-day administrative tasks. The company offers a collaborative working environment where Paraplanners are viewed as an integral part of the client journey rather than simply a back-office function. You'll have the opportunity to contribute to technical discussions, help improve processes, and continue developing your expertise, with support for further professional qualifications where appropriate. The role operates on a hybrid basis with 3 days per week in the office and 2 days working from home, offering a good balance between collaboration and flexibility. What we are looking for: Previous experience in a Paraplanner role within an IFA or wealth management firm. Strong technical knowledge across pensions, investments, protection, and tax planning. Experience preparing suitability reports and conducting financial planning research. Diploma qualified (or working towards Chartered status) would be advantageous. Excellent attention to detail and the ability to manage workloads effectively. A proactive team player who enjoys supporting advisers and contributing to a collaborative environment. What is on offer: Basic salary up to £48,000 depending on experience. Discretionary annual bonus. Hybrid working (3 days in the office, 2 from home). Comprehensive benefits package. Strong administration support structure. Support with ongoing professional development and qualifications. The opportunity to join a respected and growing independent financial planning firm with a strong team culture and genuine long-term career prospects. If this sounds like the right role for you, we'd love to have a confidential conversation. Please get in touch or apply for further details.
Birchrose Associates is representing a global Silver Circle law firm seeking a Practice Team Assistant to join its Real Estate team in its City of London office. This is a fantastic opportunity to join a market-leading firm offering excellent training, career progression and exposure to high-profile corporate work. The Firm Our client, a highly regarded global firm with a strong reputation for delivering exceptional client service, is seeking a Practice Team Assistant to join its Real Estate team. The Opportunity The successful Practice Team Assistant will provide a broad range of administrative support across the firm, joining a collaborative and supportive team. You can expect to be involved in: Handle telephone and general communications Print, scan, and photocopy documents, including court bundles, deeds, and working papers File documents electronically or in hard copy Process expenses, cheque requests, and other banking administration Manage email inboxes, including responses and appropriate filing Support billing processes, including pre-bills, edits, narratives, cover letters, e-billing, and system updates Assist with client/matter changes such as addresses, third-party payers, and rate updates Support WIP, billing, and debtor targets through reporting and error correction Assist with new business intake, including conflicts, AML checks, file opening, and engagement letters Help organise meetings and events, including rooms, catering, VC setup, and travel bookings Maintain client databases and update systems Prepare files for archiving and manage retrievals This Practice Team Assistant opportunity is a full-time, 12-month fixed-term contract position, working Monday to Friday, 9:30am to 5:30pm Requirements A minimum of 6 month's administrative experience within a professional environment CILEx qualification (desirable but not essential) Minimum of five GCSEs at grades A -C (or equivalent), including English and Maths Vacancy Highlights Excellent benefits package Pensions and Incentives Being part of a leading firm To be considered for this Practice Team Assistant opportunity, please contact Birchrose Associates for a confidential discussion. Birchrose Associates, trading name of Huntress Search Ltd, acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Jul 23, 2026
Full time
Birchrose Associates is representing a global Silver Circle law firm seeking a Practice Team Assistant to join its Real Estate team in its City of London office. This is a fantastic opportunity to join a market-leading firm offering excellent training, career progression and exposure to high-profile corporate work. The Firm Our client, a highly regarded global firm with a strong reputation for delivering exceptional client service, is seeking a Practice Team Assistant to join its Real Estate team. The Opportunity The successful Practice Team Assistant will provide a broad range of administrative support across the firm, joining a collaborative and supportive team. You can expect to be involved in: Handle telephone and general communications Print, scan, and photocopy documents, including court bundles, deeds, and working papers File documents electronically or in hard copy Process expenses, cheque requests, and other banking administration Manage email inboxes, including responses and appropriate filing Support billing processes, including pre-bills, edits, narratives, cover letters, e-billing, and system updates Assist with client/matter changes such as addresses, third-party payers, and rate updates Support WIP, billing, and debtor targets through reporting and error correction Assist with new business intake, including conflicts, AML checks, file opening, and engagement letters Help organise meetings and events, including rooms, catering, VC setup, and travel bookings Maintain client databases and update systems Prepare files for archiving and manage retrievals This Practice Team Assistant opportunity is a full-time, 12-month fixed-term contract position, working Monday to Friday, 9:30am to 5:30pm Requirements A minimum of 6 month's administrative experience within a professional environment CILEx qualification (desirable but not essential) Minimum of five GCSEs at grades A -C (or equivalent), including English and Maths Vacancy Highlights Excellent benefits package Pensions and Incentives Being part of a leading firm To be considered for this Practice Team Assistant opportunity, please contact Birchrose Associates for a confidential discussion. Birchrose Associates, trading name of Huntress Search Ltd, acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
We are currently looking to hire a Senior Associate into ourhighly regarded specialist Reading Employment team. The team works as part of the Firms wider Thames Valley and South Coast employment offering which would involve work from the Oxford office on occasion (one or two days a month), and from Southampton (usually one day a month). The role on offer is a great opportunity to develop; the prospects for advancement are real. The team provides advice on all areas of employment law and acts for a wide range of national and international clients across the public, private and third sectors. We are consistently ranked in the top tier in the independent legal directories Legal 500 and Chambers & Partners. We can provide you with an excellent platform to develop both your technical ability and business development skills within a supportive and thriving team. You will likely soon develop close client relationships that will endure throughout your career and you would have the opportunity to work for clients in both the Thames Valley and South Coast markets. Our encouragement of a decent work/life balance and complementary interests will help you towards a strong long-term profile in this region. This is predominately an office-based role but with opportunities for flexible working dependent upon client and team requirements. Typical Workload If successful, you can expect a mix of employment work. Your responsibilities might include but not be limited to: Being involved in a broad mix of contentious and non-contentious work primarily supporting our Employer clients. Your time will be split between disputes, general advisory work and corporate support work with some client training from time to time. We act for leading employers in a wide range of sectors, from household-name retail clients to leading NHS, government or third sector organisations. You'll have a great variety of work and the opportunity to advise in a range of interesting areas. You will have a direct influence on how you want your experience and expertise to develop and you will be strongly encouraged and supported to get involved in business development work, taking an active role in seminars, webinars and networking events in addition to drafting guidance and articles. Your role will include assisting the partners in supervising and developing junior members of the team. You will also benefit from the support and resources of the larger team based across our other offices, which includes specialist Pensions and Immigration lawyers as part of our business group. Skills / Experience Required You will have developed a genuine interest in employment law in your early career. You will be keen to continue to build and develop your specialist knowledge and your legal skills, including drafting and negotiating skills; carrying out legal research and due diligence; guiding clients in a supportive environment through operational challenges; providing advice in an unambiguous and pragmatic manner; developing client relationships and ensuring that you are a key member of the team to deliver solutions in line with our clients' aims. Solid relevant technical expertise and intellectual ability Enthusiastic and committed to a career in employment work Strong analytical and research skills Relationship-driven and personable Collegiate Excellent communication skills (verbal and written) Strong client and matter management skills A track record of successful practice development IT proficient Exceptional self-motivation and ability to assume responsibility for your own matters The interview process will start as soon as suitable candidates have been identified. JBRP1_UKTJ
Jul 23, 2026
Full time
We are currently looking to hire a Senior Associate into ourhighly regarded specialist Reading Employment team. The team works as part of the Firms wider Thames Valley and South Coast employment offering which would involve work from the Oxford office on occasion (one or two days a month), and from Southampton (usually one day a month). The role on offer is a great opportunity to develop; the prospects for advancement are real. The team provides advice on all areas of employment law and acts for a wide range of national and international clients across the public, private and third sectors. We are consistently ranked in the top tier in the independent legal directories Legal 500 and Chambers & Partners. We can provide you with an excellent platform to develop both your technical ability and business development skills within a supportive and thriving team. You will likely soon develop close client relationships that will endure throughout your career and you would have the opportunity to work for clients in both the Thames Valley and South Coast markets. Our encouragement of a decent work/life balance and complementary interests will help you towards a strong long-term profile in this region. This is predominately an office-based role but with opportunities for flexible working dependent upon client and team requirements. Typical Workload If successful, you can expect a mix of employment work. Your responsibilities might include but not be limited to: Being involved in a broad mix of contentious and non-contentious work primarily supporting our Employer clients. Your time will be split between disputes, general advisory work and corporate support work with some client training from time to time. We act for leading employers in a wide range of sectors, from household-name retail clients to leading NHS, government or third sector organisations. You'll have a great variety of work and the opportunity to advise in a range of interesting areas. You will have a direct influence on how you want your experience and expertise to develop and you will be strongly encouraged and supported to get involved in business development work, taking an active role in seminars, webinars and networking events in addition to drafting guidance and articles. Your role will include assisting the partners in supervising and developing junior members of the team. You will also benefit from the support and resources of the larger team based across our other offices, which includes specialist Pensions and Immigration lawyers as part of our business group. Skills / Experience Required You will have developed a genuine interest in employment law in your early career. You will be keen to continue to build and develop your specialist knowledge and your legal skills, including drafting and negotiating skills; carrying out legal research and due diligence; guiding clients in a supportive environment through operational challenges; providing advice in an unambiguous and pragmatic manner; developing client relationships and ensuring that you are a key member of the team to deliver solutions in line with our clients' aims. Solid relevant technical expertise and intellectual ability Enthusiastic and committed to a career in employment work Strong analytical and research skills Relationship-driven and personable Collegiate Excellent communication skills (verbal and written) Strong client and matter management skills A track record of successful practice development IT proficient Exceptional self-motivation and ability to assume responsibility for your own matters The interview process will start as soon as suitable candidates have been identified. JBRP1_UKTJ
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint an Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role As an Associate, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
Jul 23, 2026
Full time
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint an Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role As an Associate, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint an Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role As an Associate, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
Jul 23, 2026
Full time
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint an Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role As an Associate, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint an Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role As an Associate, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
Jul 23, 2026
Full time
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint an Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role As an Associate, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint an Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role As an Associate, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
Jul 23, 2026
Full time
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint an Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role As an Associate, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint an Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role As an Associate, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
Jul 22, 2026
Full time
Synchronicity are currently working with a highly respected professional trustee firm that is looking to appoint an Associate to join their growing governance team. This is an excellent opportunity for a pensions professional who enjoys working across multiple schemes and projects, helping trustees maintain strong governance and navigate an increasingly complex regulatory environment. The Role As an Associate, you will play a key role in supporting the governance of occupational pension schemes. These may include schemes that are ongoing, winding up, or currently in a Pension Protection Fund assessment period. You may also act as Scheme Secretary, supporting Trustee Managers and Directors to ensure effective decision-making, strong governance processes and timely project delivery. Key Responsibilities Supporting trustees with the ongoing governance of pension schemes Acting as Scheme Secretary where required, including preparing agendas, organising meetings and minute writing Managing annual regulatory reporting and governance processes Carrying out adviser reviews and benchmarking exercises Managing documentation controls and scheme communications Supporting projects including scheme wind-ups, regulatory reviews and governance improvements What We're Looking For Experience working with Defined Benefit and/or Defined Contribution occupational pension schemes Knowledge of pensions governance and regulatory requirements Strong organisational skills with the ability to manage multiple projects and deadlines Excellent communication skills and experience working with senior stakeholders Advanced skills using the Microsoft Office Suite If you feel this could be a role of interest, please apply with a copy of your CV and I'll be in touch to discuss further!
North Oak Recruitment Ltd
Leicester, Leicestershire
Client Manager Leicestershire (our ref AL1422) Salary £28,000 - £33,000 dep on exp + benefits inc parking and hybrid option after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser's "Best Financial Advisers to Work for" award for the fourth time. They now have an exciting new opportunity for an experienced financial services administrator (with 2 year's +) to join their team as a Client Manager. Please note, a minimum of 2 years' experience within financial services administration is required. Role Overview To be the in-house owner and internal point of contact for a portfolio of clients, providing a quality administration service for individuals, companies, trusts and charities. The role is responsible for maintaining accurate client and internal system records that meet the requirements of the firm and the regulator, while providing technical and administrative support to the Investment Manager and Financial Planner. Main Tasks Be the key internal point of contact for a portfolio of clients, responding to client queries and completing day-to-day portfolio administration. Take ownership of each client within the allocated portfolio by understanding their needs, producing relevant documentation, adhering to deadlines, and using task management within our CRM, Intelliflo. Produce, collate, and issue meeting packs for annual review meetings. Issue client meeting notes, coordinate and undertake action points. Communicate with clients by effectively liaising with Financial Planners, Paraplanners, internal pension teams (SIPP and SSAS) and third-party providers via telephone, email and secure portal. Provide administrative support to the Financial Planner Team. Day to Day Portfolio Management Create, maintain and take ownership of accurate client records across internal and external systems, including but not limited to Intelliflo, Virtual Cabinet, Moneyinfo, Yardstick and third-party platforms, including Pershing, Quilter and Aviva. Liaise with internal pension teams (SIPP and SSAS) to ensure all other internal records are accurately maintained. Prepare and coordinate meeting packs for client meetings, including performance analysis of underlying plans, together with recommendations for change advised by the Paraplanning Team, Investment Manager and/or Financial Planner, where appropriate. Administer recommendations in accordance with our advice and the client's approval, including processing transfers, contributions, withdrawals and investment changes within pension and investment products in a timely fashion, using task management within our CRM, Intelliflo. Communicate with clients securely and promptly via telephone, email, letter and Moneyinfo, as well as with fellow professionals, e.g. accountants and solicitors. Invoice clients and process fees Produce bespoke documents and calculations as and when needed or requested. Maintain awareness of global investment markets and how these may impact the investment decisions made by the Investment Committee and the recommended funds/portfolios we propose. Provide information to and liaise with platforms and providers. Person Specification - Qualifications & Experience Essential Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years' experience in a financial services administration role. Desirable Degree in a relevant specialty. To hold CII Award/Certificate/Diploma units or equivalent, or to be willing to obtain CII Award/Certificate/Diploma units. 5 years' experience in a financial services administration role. Person Specification - Knowledge & Skills Required Essential Good technical knowledge of pensions and investments, their associated products, and their use in Financial Planning. Ability to communicate effectively with clients, providers, accountants, and other professional connections via various methods - phone, letter, email, etc. Ability to create, maintain, and take ownership of accurate computer-based records. Knowledge of Data Protection legislation. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Good, technical knowledge of Financial Services in general and legislation relevant to the role. Knowledge of IT systems and programmes relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Knowledge of different pension types (defined contribution, defined benefit, annuity) and retirement phases (accumulation, crystallisation, decumulation) Knowledge of different investment types (Unit Trusts/OEICs, Exchange Traded Funds, Investment Trusts, direct equities) and asset types (Equity (UK & Global), Fixed Interest, Property, Commodities). Knowledge of money-weighted return, carry forward, capital gains tax, lump sum allowance and lump sum and death benefit allowance calculations. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up-to-date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Jul 22, 2026
Full time
Client Manager Leicestershire (our ref AL1422) Salary £28,000 - £33,000 dep on exp + benefits inc parking and hybrid option after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser's "Best Financial Advisers to Work for" award for the fourth time. They now have an exciting new opportunity for an experienced financial services administrator (with 2 year's +) to join their team as a Client Manager. Please note, a minimum of 2 years' experience within financial services administration is required. Role Overview To be the in-house owner and internal point of contact for a portfolio of clients, providing a quality administration service for individuals, companies, trusts and charities. The role is responsible for maintaining accurate client and internal system records that meet the requirements of the firm and the regulator, while providing technical and administrative support to the Investment Manager and Financial Planner. Main Tasks Be the key internal point of contact for a portfolio of clients, responding to client queries and completing day-to-day portfolio administration. Take ownership of each client within the allocated portfolio by understanding their needs, producing relevant documentation, adhering to deadlines, and using task management within our CRM, Intelliflo. Produce, collate, and issue meeting packs for annual review meetings. Issue client meeting notes, coordinate and undertake action points. Communicate with clients by effectively liaising with Financial Planners, Paraplanners, internal pension teams (SIPP and SSAS) and third-party providers via telephone, email and secure portal. Provide administrative support to the Financial Planner Team. Day to Day Portfolio Management Create, maintain and take ownership of accurate client records across internal and external systems, including but not limited to Intelliflo, Virtual Cabinet, Moneyinfo, Yardstick and third-party platforms, including Pershing, Quilter and Aviva. Liaise with internal pension teams (SIPP and SSAS) to ensure all other internal records are accurately maintained. Prepare and coordinate meeting packs for client meetings, including performance analysis of underlying plans, together with recommendations for change advised by the Paraplanning Team, Investment Manager and/or Financial Planner, where appropriate. Administer recommendations in accordance with our advice and the client's approval, including processing transfers, contributions, withdrawals and investment changes within pension and investment products in a timely fashion, using task management within our CRM, Intelliflo. Communicate with clients securely and promptly via telephone, email, letter and Moneyinfo, as well as with fellow professionals, e.g. accountants and solicitors. Invoice clients and process fees Produce bespoke documents and calculations as and when needed or requested. Maintain awareness of global investment markets and how these may impact the investment decisions made by the Investment Committee and the recommended funds/portfolios we propose. Provide information to and liaise with platforms and providers. Person Specification - Qualifications & Experience Essential Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years' experience in a financial services administration role. Desirable Degree in a relevant specialty. To hold CII Award/Certificate/Diploma units or equivalent, or to be willing to obtain CII Award/Certificate/Diploma units. 5 years' experience in a financial services administration role. Person Specification - Knowledge & Skills Required Essential Good technical knowledge of pensions and investments, their associated products, and their use in Financial Planning. Ability to communicate effectively with clients, providers, accountants, and other professional connections via various methods - phone, letter, email, etc. Ability to create, maintain, and take ownership of accurate computer-based records. Knowledge of Data Protection legislation. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Good, technical knowledge of Financial Services in general and legislation relevant to the role. Knowledge of IT systems and programmes relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Knowledge of different pension types (defined contribution, defined benefit, annuity) and retirement phases (accumulation, crystallisation, decumulation) Knowledge of different investment types (Unit Trusts/OEICs, Exchange Traded Funds, Investment Trusts, direct equities) and asset types (Equity (UK & Global), Fixed Interest, Property, Commodities). Knowledge of money-weighted return, carry forward, capital gains tax, lump sum allowance and lump sum and death benefit allowance calculations. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up-to-date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
The Company: A highly renowned IFA firm based in Sheffield are now looking to add an experienced Financial Planner to their expanding client-facing team; and are in search of someone who can step into a senior role managing a high-value, business critical client-base. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank made up of around 80 families; with a focus on building new business opportunities around that foundation. Office Location: Sheffield Working Setup: Hybrid/Flexible Package: £70-80k base + 20/25% annual bonus & full company benefits Key Benefits: 6% pension, 4xDIS and a full flexible benefits package Holidays: 25 days holiday + stats The Role: The role focuses on delivering high-quality financial planning and wealth management to an established private-wealth client base, while also developing new business through warm, in-house opportunities. Key responsibilities include: Provide fully independent financial advice across pensions, investments, protection, and tax/estate planning. Conduct detailed client meetings to understand their financial position, objectives, and risk profile. Create and present tailored financial plans and recommendations aligned to client needs. Review and adjust client portfolios regularly to ensure they remain appropriate and on track. Use cashflow modelling to build comprehensive financial plans and update them in line with review cycles or changes in circumstances. Ensure all advice meets regulatory requirements and adheres to industry standards. Maintain accurate, thorough records of meetings, recommendations, and ongoing portfolio management. Build long-term client relationships, providing ongoing guidance and support. Carry out client reviews both remotely and face-to-face with confidence and professionalism. The Person : You will be Diploma qualified (ideally progressing toward Chartered status) and hold CAS. Extensive experience advising private-wealth clients is essential. This role suits someone who thrives in a client-centric environment, enjoys servicing an established book and is also motivated by developing new business and growing AUM. I'm looking for someone who wants: A strong client bank to inherit, with genuine opportunities to increase earnings through additional business development channels. A focused senior adviser position within an ambitious, growing firm where you can play a meaningful role in its continued development What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.
Jul 21, 2026
Full time
The Company: A highly renowned IFA firm based in Sheffield are now looking to add an experienced Financial Planner to their expanding client-facing team; and are in search of someone who can step into a senior role managing a high-value, business critical client-base. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank made up of around 80 families; with a focus on building new business opportunities around that foundation. Office Location: Sheffield Working Setup: Hybrid/Flexible Package: £70-80k base + 20/25% annual bonus & full company benefits Key Benefits: 6% pension, 4xDIS and a full flexible benefits package Holidays: 25 days holiday + stats The Role: The role focuses on delivering high-quality financial planning and wealth management to an established private-wealth client base, while also developing new business through warm, in-house opportunities. Key responsibilities include: Provide fully independent financial advice across pensions, investments, protection, and tax/estate planning. Conduct detailed client meetings to understand their financial position, objectives, and risk profile. Create and present tailored financial plans and recommendations aligned to client needs. Review and adjust client portfolios regularly to ensure they remain appropriate and on track. Use cashflow modelling to build comprehensive financial plans and update them in line with review cycles or changes in circumstances. Ensure all advice meets regulatory requirements and adheres to industry standards. Maintain accurate, thorough records of meetings, recommendations, and ongoing portfolio management. Build long-term client relationships, providing ongoing guidance and support. Carry out client reviews both remotely and face-to-face with confidence and professionalism. The Person : You will be Diploma qualified (ideally progressing toward Chartered status) and hold CAS. Extensive experience advising private-wealth clients is essential. This role suits someone who thrives in a client-centric environment, enjoys servicing an established book and is also motivated by developing new business and growing AUM. I'm looking for someone who wants: A strong client bank to inherit, with genuine opportunities to increase earnings through additional business development channels. A focused senior adviser position within an ambitious, growing firm where you can play a meaningful role in its continued development What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.
This client provides the full range of actuarial and consultancy services. They require an Associate Pensions Consultant to join their ever expanding operation. The Associate Pensions Consultant will undertake the routine administration tasks for a portfolio of client pension schemes efficiently, professionally and profitably. The Associate Pensions Consultant will need commercial experience as an Associate Pensions Consultant. The Associate Pensions Consultant will need 2 years pensions' related experience. The Associate Pensions Consultant will ideally be working towards or have DPC, G60, APMI and ACII. The Associate Pensions Consultant will need a good understanding of the pensions market and wider financial services industry. The Associate Pensions Consultant will have good analytical skills and attention to detail. The Associate Pensions Consultant will need to work on their own and as part of a team. The Associate Pensions Consultant will need good time management skills, the ability to absorb new information quickly and the ability to work in a logical and disciplined manner. The Associate Pensions Consultant will need good Excel, Word and Outlook skills, good numerical skills and will be comfortable with new technology. The Associate Pensions Consultant will need good numerical skills, good customer service and relationship building skills. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
Jul 21, 2026
Full time
This client provides the full range of actuarial and consultancy services. They require an Associate Pensions Consultant to join their ever expanding operation. The Associate Pensions Consultant will undertake the routine administration tasks for a portfolio of client pension schemes efficiently, professionally and profitably. The Associate Pensions Consultant will need commercial experience as an Associate Pensions Consultant. The Associate Pensions Consultant will need 2 years pensions' related experience. The Associate Pensions Consultant will ideally be working towards or have DPC, G60, APMI and ACII. The Associate Pensions Consultant will need a good understanding of the pensions market and wider financial services industry. The Associate Pensions Consultant will have good analytical skills and attention to detail. The Associate Pensions Consultant will need to work on their own and as part of a team. The Associate Pensions Consultant will need good time management skills, the ability to absorb new information quickly and the ability to work in a logical and disciplined manner. The Associate Pensions Consultant will need good Excel, Word and Outlook skills, good numerical skills and will be comfortable with new technology. The Associate Pensions Consultant will need good numerical skills, good customer service and relationship building skills. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.
