Business: emap Base Location: Croydon, London Employment Type: Part-time, Permanent/Hybrid (3 Days office) Salary: £Competitive DOE + Benefits The Internal Recruiter is responsible for managing the Company s end-to-end recruitment function, attracting, assessing, and hiring high-quality talent aligned with business objectives and organisational culture. The role leads and delivers a direct hire strategy to reduce overall recruitment spend and minimise reliance on external agencies, while enhancing and reinforcing the Group Employer Brand. Partnering closely with hiring managers across the business, the Internal Recruiter ensures all recruitment and selection activities are delivered in line with best practice, company policy, and relevant employment legislation. The role provides expert guidance on workforce planning, sourcing strategies, candidate assessment, and market insights to support effective hiring decisions and improve quality of hire. This position is driven to inspire and influence future talent to join the Metropolis Group through creative, engaging, and cost-effective attraction approaches. With a strong customer-focused mindset, the Internal Recruiter delivers a high level of service to both internal stakeholders and external candidates, ensuring a positive and professional recruitment experience. Overall, the role is accountable for maintaining an efficient, effective, and cost-conscious recruitment process that strengthens talent pipelines, supports organisational growth, and positions the Metropolis Group as a stand-out employer within the job market. Key Responsibilities: Partner with hiring managers and senior leadership to understand resourcing needs, manage vacancy approvals, and deliver recruitment campaigns aligned to individual role requirements and agreed timescales. Manage full-cycle recruitment across sales, editorial, marketing, events, digital, and support functions sourcing, screening, interviewing support, offer management, and onboarding coordination. Drive a direct hire strategy by proactively sourcing candidates via LinkedIn, social media, internal websites, job boards, referrals, and talent pipelines. Expert in proactive sourcing, leveraging headhunting strategies to identify, engage, and attract top-tier candidates for critical roles across multiple departments. Build and maintain strong talent pipelines, engaging passive and speculative candidates and promoting cross-divisional internal mobility and redeployment opportunities. Enhance and promote the Group employer brand by ensuring all job descriptions and adverts are inclusive, non-discriminatory, on-brand, and aligned with best practice. Collaborate cross-functionally to improve the user experience and content of the Careers website and wider recruitment marketing activity. Ensure a fair, consistent, legally compliant, and GDPR-aligned recruitment process across the organisation; provide training and coaching to hiring managers on interviewing and selection best practice. Monitor, analyse, and report on recruitment metrics (including time-to-fill and cost savings) to the Group Recruitment Manager and Group HR Manager on a monthly, quarterly, and annual basis. Regularly review recruitment processes to drive continuous improvement, including gathering feedback from new joiners and leavers. Work collaboratively with Senior HR Advisers and adhere to all Company policies, including Anti-Bribery and Corruption, undertaking additional duties as required. Skills and experience: Clear and demonstrable achievements in the recruitment industry in a commercial environment, preferably in a media and B2B marketplace Evidence of success in building and managing relationships with internal and external stakeholders Ability to prioritise and manage a high-volume workload Clear and demonstrable experience and understanding of managing on-line and social media led recruitment campaigns Good knowledge of all recruitment advertising methods Experience of developing and nurturing candidate relationships, advocating and promoting the company and brands An interest or knowledge in the media sector is preferable but not essential Strong influencing skills Good knowledge of Microsoft packages including Word, Excel, and PowerPoint with the ability to report performance and metrics Strong knowledge of GDPR regulations and IR35 legislation, ensuring compliance throughout the recruitment and employment process. Proven experience of delivering cost effective and professional recruitment campaigns in a fast-paced commercial environment Personal Specifications: An interest or knowledge in the media sector is preferable but not essential; however, the ideal candidate will have the drive and curiosity to quickly learn about how the industry works. Strong influencing skills with the ability to influence, encourage and persuade. Organisational awareness with the ability to operate with confidence and credibility across all levels and functions of the Company. Excellent planning, organisational and time management skills is essential, with the ability to work under pressure and to tight deadlines, and to demonstrate an effective and cost-conscious approach to addressing issues. Pro-active, organised, enthusiastic and hardworking Resourceful and purposeful, with initiative, drive and a strong desire to deliver exceptional results. A team player both internally and externally. Excellent verbal and written communication skills, resourcefulness, and creativity. What we offer Learning & Development: At emap, we believe that employee learning and development are the key drivers of our success. To ensure continuous growth and meet the ever-changing demands of the workplace, we provide an environment that fosters continuous development for our employees. Our employees are encouraged to identify their areas of personal and professional development aligned with our strategic areas, including management development, health, safety & wellbeing, sales, events management, marketing strategy, editorial, and information technology. We have a structured framework designed to help equip our employees with the necessary knowledge, skills, and behaviours to excel in their job roles, contributing to achieving our organisational objectives. To support our employees career development, we have designed specialized programs, as well as other stand-alone role-specific and generic courses, under the emap academy . Benefits: emap is part of Metropolis Group. Together, we are committed to providing a happy and healthy place to work, so we offer fantastic benefits and perks to our employees. 25 days of annual leave, with the option to buy or sell additional days One additional day of leave per year- Celebration Day Health plan Life assurance Private virtual GP access Seasonal flu jabs available at the office Continuous learning & development opportunities In-house Excellence Awards and other innovation projects Cycle-to-work scheme Discounted gym memberships Retail discount vouchers Rail season ticket loans Pension scheme One paid volunteer day per year Annual Summer & Winter Celebrations Work from home during August Income protection and more Privacy: Metropolis Group respects the privacy of every person for whom we have personal data. We comply with data protection legislation such as the Data Protection Act 1998 and the General Data Protection Regulation which regulates the processing of data and ensures that your data is processed fairly and lawfully, is kept secure and only that data necessary for any processing is kept. Diversity and Inclusion: We are an equal opportunity employer and value diversity and inclusion. All applicants will be considered for employment without attention to race, age, religion or belief, pregnancy and maternity, marriage and civil partnership, sex, sexual orientation, gender identity, national origin, or disability status. How to apply: Please submit your CV and covering letter. Due to the volume of applications, we receive, we are unable to give individual feedback at the application stage, however if you are successfully shortlisted you will be contacted within 10 working days of your application.
Feb 18, 2026
Full time
Business: emap Base Location: Croydon, London Employment Type: Part-time, Permanent/Hybrid (3 Days office) Salary: £Competitive DOE + Benefits The Internal Recruiter is responsible for managing the Company s end-to-end recruitment function, attracting, assessing, and hiring high-quality talent aligned with business objectives and organisational culture. The role leads and delivers a direct hire strategy to reduce overall recruitment spend and minimise reliance on external agencies, while enhancing and reinforcing the Group Employer Brand. Partnering closely with hiring managers across the business, the Internal Recruiter ensures all recruitment and selection activities are delivered in line with best practice, company policy, and relevant employment legislation. The role provides expert guidance on workforce planning, sourcing strategies, candidate assessment, and market insights to support effective hiring decisions and improve quality of hire. This position is driven to inspire and influence future talent to join the Metropolis Group through creative, engaging, and cost-effective attraction approaches. With a strong customer-focused mindset, the Internal Recruiter delivers a high level of service to both internal stakeholders and external candidates, ensuring a positive and professional recruitment experience. Overall, the role is accountable for maintaining an efficient, effective, and cost-conscious recruitment process that strengthens talent pipelines, supports organisational growth, and positions the Metropolis Group as a stand-out employer within the job market. Key Responsibilities: Partner with hiring managers and senior leadership to understand resourcing needs, manage vacancy approvals, and deliver recruitment campaigns aligned to individual role requirements and agreed timescales. Manage full-cycle recruitment across sales, editorial, marketing, events, digital, and support functions sourcing, screening, interviewing support, offer management, and onboarding coordination. Drive a direct hire strategy by proactively sourcing candidates via LinkedIn, social media, internal websites, job boards, referrals, and talent pipelines. Expert in proactive sourcing, leveraging headhunting strategies to identify, engage, and attract top-tier candidates for critical roles across multiple departments. Build and maintain strong talent pipelines, engaging passive and speculative candidates and promoting cross-divisional internal mobility and redeployment opportunities. Enhance and promote the Group employer brand by ensuring all job descriptions and adverts are inclusive, non-discriminatory, on-brand, and aligned with best practice. Collaborate cross-functionally to improve the user experience and content of the Careers website and wider recruitment marketing activity. Ensure a fair, consistent, legally compliant, and GDPR-aligned recruitment process across the organisation; provide training and coaching to hiring managers on interviewing and selection best practice. Monitor, analyse, and report on recruitment metrics (including time-to-fill and cost savings) to the Group Recruitment Manager and Group HR Manager on a monthly, quarterly, and annual basis. Regularly review recruitment processes to drive continuous improvement, including gathering feedback from new joiners and leavers. Work collaboratively with Senior HR Advisers and adhere to all Company policies, including Anti-Bribery and Corruption, undertaking additional duties as required. Skills and experience: Clear and demonstrable achievements in the recruitment industry in a commercial environment, preferably in a media and B2B marketplace Evidence of success in building and managing relationships with internal and external stakeholders Ability to prioritise and manage a high-volume workload Clear and demonstrable experience and understanding of managing on-line and social media led recruitment campaigns Good knowledge of all recruitment advertising methods Experience of developing and nurturing candidate relationships, advocating and promoting the company and brands An interest or knowledge in the media sector is preferable but not essential Strong influencing skills Good knowledge of Microsoft packages including Word, Excel, and PowerPoint with the ability to report performance and metrics Strong knowledge of GDPR regulations and IR35 legislation, ensuring compliance throughout the recruitment and employment process. Proven experience of delivering cost effective and professional recruitment campaigns in a fast-paced commercial environment Personal Specifications: An interest or knowledge in the media sector is preferable but not essential; however, the ideal candidate will have the drive and curiosity to quickly learn about how the industry works. Strong influencing skills with the ability to influence, encourage and persuade. Organisational awareness with the ability to operate with confidence and credibility across all levels and functions of the Company. Excellent planning, organisational and time management skills is essential, with the ability to work under pressure and to tight deadlines, and to demonstrate an effective and cost-conscious approach to addressing issues. Pro-active, organised, enthusiastic and hardworking Resourceful and purposeful, with initiative, drive and a strong desire to deliver exceptional results. A team player both internally and externally. Excellent verbal and written communication skills, resourcefulness, and creativity. What we offer Learning & Development: At emap, we believe that employee learning and development are the key drivers of our success. To ensure continuous growth and meet the ever-changing demands of the workplace, we provide an environment that fosters continuous development for our employees. Our employees are encouraged to identify their areas of personal and professional development aligned with our strategic areas, including management development, health, safety & wellbeing, sales, events management, marketing strategy, editorial, and information technology. We have a structured framework designed to help equip our employees with the necessary knowledge, skills, and behaviours to excel in their job roles, contributing to achieving our organisational objectives. To support our employees career development, we have designed specialized programs, as well as other stand-alone role-specific and generic courses, under the emap academy . Benefits: emap is part of Metropolis Group. Together, we are committed to providing a happy and healthy place to work, so we offer fantastic benefits and perks to our employees. 25 days of annual leave, with the option to buy or sell additional days One additional day of leave per year- Celebration Day Health plan Life assurance Private virtual GP access Seasonal flu jabs available at the office Continuous learning & development opportunities In-house Excellence Awards and other innovation projects Cycle-to-work scheme Discounted gym memberships Retail discount vouchers Rail season ticket loans Pension scheme One paid volunteer day per year Annual Summer & Winter Celebrations Work from home during August Income protection and more Privacy: Metropolis Group respects the privacy of every person for whom we have personal data. We comply with data protection legislation such as the Data Protection Act 1998 and the General Data Protection Regulation which regulates the processing of data and ensures that your data is processed fairly and lawfully, is kept secure and only that data necessary for any processing is kept. Diversity and Inclusion: We are an equal opportunity employer and value diversity and inclusion. All applicants will be considered for employment without attention to race, age, religion or belief, pregnancy and maternity, marriage and civil partnership, sex, sexual orientation, gender identity, national origin, or disability status. How to apply: Please submit your CV and covering letter. Due to the volume of applications, we receive, we are unable to give individual feedback at the application stage, however if you are successfully shortlisted you will be contacted within 10 working days of your application.
Advice Support -£28,600 plus benefits inc bonus Hours: 35 Hours a week Location: Belfast City (Hybrid) Are you someone who loves helping people and delivering great service? Looking to build a career in pensions and financial services? This could be the perfect opportunity for you! We have an exciting opportunity for Advice Support to join our Belfast team, to provide an exceptional customer service and administrative support to our valued pension scheme members. As an Advice Support, you'll play a key part in supporting our pension scheme members, providing outstanding service and accurate administrative support. It's a great chance to deepen your industry knowledge while making a real difference to people's futures About Just We help people achieve a better later life. That's our purpose and it's the reason we exist. We are a fast-growing company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do. This is a brilliant time to join our business. We are on an exciting growth journey to become the UK's most loved retirement expert. Key Responsibilities: Provide excellent service to pension scheme members, delivering prompt and efficient responses, whether by inbound/outbound calls, emails or post. Accurately completing administrative tasks using our helpdesk system Handle sensitive and personal information confidentially and securely Consistently achieve high standards for accuracy and productivity Liaise with new product providers and existing schemes to ensure any new products recommended by advisers are setup in a timely manner Ensuring any expressions of dissatisfaction from customers are recorded in line with the company's complaint handling procedures Supporting financial advisers in their preparation and implementation of advice Maintaining and development of appropriate levels of knowledge and skills Skills and Experience: Experience of telephone-based client relationship management ideally in financial or professional services Working knowledge of pensions or other employee benefits is preferred but not essential Excellent communication skills - with the ability to communicate information across different media (e.g. telephone, letter, e-mail) recognising vulnerability; capable of regularly translating complex information in clear, concise and simple language Excellent attention to detail and great organisation skills Confident using Microsoft Office and general IT systems A proactive, positive attitude and a willingness to learn Able to work on your own and in a team environment Our behaviours At Just you'll have the opportunity to develop your career, whilst making a difference to the lives of those around you. You'll be part of a company with a strong and distinctive - we're ambitious, curious and collaborative - and every decision we make centres around being Just and delivering the best outcomes for our customers. What's in it for you A competitive salary, pension scheme and life assurance 25 days annual leave plus an additional day on us for your birthday Private medical cover and income protection, just in case A generous and highly achievable bonus scheme Opportunities to progress your career in-role and within the company Free access to the Headspace app, 24/7 employee assistance helpline and trained physical and mental health first aiders A variety of employee funded benefits available via our online benefits portal Plus, several additional purchase options available for you and your loved ones Explore our on our dedicated benefits page. Belonging at Just Valuing diversity of thought and fostering a sense of belonging is critical to our business success, driving innovation and balanced decision making. Our work on aims to deliver a brilliant employee experience underpinned by a sense of belonging, where our people feel proud to work at Just. We remain committed to our publicly disclosed HM Treasury Women in Finance Charter and Race at Work Charter targets and support a wide range of employee network and events, championing issues including intergenerational working, social mobility and neurodiversity. Application details Please submit your CV using the 'apply now' button. Shortlisted candidates will be contacted regarding next steps which may include an initial phone interview and in-person assessment. Be Bold. Be Brilliant. Be Just
Feb 18, 2026
Full time
Advice Support -£28,600 plus benefits inc bonus Hours: 35 Hours a week Location: Belfast City (Hybrid) Are you someone who loves helping people and delivering great service? Looking to build a career in pensions and financial services? This could be the perfect opportunity for you! We have an exciting opportunity for Advice Support to join our Belfast team, to provide an exceptional customer service and administrative support to our valued pension scheme members. As an Advice Support, you'll play a key part in supporting our pension scheme members, providing outstanding service and accurate administrative support. It's a great chance to deepen your industry knowledge while making a real difference to people's futures About Just We help people achieve a better later life. That's our purpose and it's the reason we exist. We are a fast-growing company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do. This is a brilliant time to join our business. We are on an exciting growth journey to become the UK's most loved retirement expert. Key Responsibilities: Provide excellent service to pension scheme members, delivering prompt and efficient responses, whether by inbound/outbound calls, emails or post. Accurately completing administrative tasks using our helpdesk system Handle sensitive and personal information confidentially and securely Consistently achieve high standards for accuracy and productivity Liaise with new product providers and existing schemes to ensure any new products recommended by advisers are setup in a timely manner Ensuring any expressions of dissatisfaction from customers are recorded in line with the company's complaint handling procedures Supporting financial advisers in their preparation and implementation of advice Maintaining and development of appropriate levels of knowledge and skills Skills and Experience: Experience of telephone-based client relationship management ideally in financial or professional services Working knowledge of pensions or other employee benefits is preferred but not essential Excellent communication skills - with the ability to communicate information across different media (e.g. telephone, letter, e-mail) recognising vulnerability; capable of regularly translating complex information in clear, concise and simple language Excellent attention to detail and great organisation skills Confident using Microsoft Office and general IT systems A proactive, positive attitude and a willingness to learn Able to work on your own and in a team environment Our behaviours At Just you'll have the opportunity to develop your career, whilst making a difference to the lives of those around you. You'll be part of a company with a strong and distinctive - we're ambitious, curious and collaborative - and every decision we make centres around being Just and delivering the best outcomes for our customers. What's in it for you A competitive salary, pension scheme and life assurance 25 days annual leave plus an additional day on us for your birthday Private medical cover and income protection, just in case A generous and highly achievable bonus scheme Opportunities to progress your career in-role and within the company Free access to the Headspace app, 24/7 employee assistance helpline and trained physical and mental health first aiders A variety of employee funded benefits available via our online benefits portal Plus, several additional purchase options available for you and your loved ones Explore our on our dedicated benefits page. Belonging at Just Valuing diversity of thought and fostering a sense of belonging is critical to our business success, driving innovation and balanced decision making. Our work on aims to deliver a brilliant employee experience underpinned by a sense of belonging, where our people feel proud to work at Just. We remain committed to our publicly disclosed HM Treasury Women in Finance Charter and Race at Work Charter targets and support a wide range of employee network and events, championing issues including intergenerational working, social mobility and neurodiversity. Application details Please submit your CV using the 'apply now' button. Shortlisted candidates will be contacted regarding next steps which may include an initial phone interview and in-person assessment. Be Bold. Be Brilliant. Be Just
Mortgage Advisor- Overview: £25,000 - £40,000 Basic Salary including a Car Allowance and commensurate with experience £60,000 - £80,000+ uncapped and realistic On Target Earings Robust and lucrative lead source 5 day working week; weekdays 8:30am-6pm, every other Saturday 9am-3pm (day off in lieu mid-week). More flexibility available from end of year 2 onwards Own vehicle and driving licence essential for this role Our clients are looking to add to their team of high performing Mortgage Advisors. You will supported on your career journey every step of the way and they will help you become the very best you can be! There will be warm leads readily available from their front end sales team so you will never be short of business to write. Full administrative back up is also provided so this allows you to get on with what you do best and that is deal with customers! Mortgage Advisor- Scope of Role: Our clients are an award-winning and forward thinking operation who are seeking an experienced Mortgage and Protection Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. Their partner firm are a well-respected local business with a very lucrative lead source as well as a large client bank with incredible amounts of referrals and returning customers. Due to the continuing success of this dynamic, they are now keen expand their family further, with the addition of an experienced Mortgage Advisor My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the rightMortgage Advisoran excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Are you ready for a new, exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading.A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PAs. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. JBRP1_UKTJ
Feb 18, 2026
Full time
Mortgage Advisor- Overview: £25,000 - £40,000 Basic Salary including a Car Allowance and commensurate with experience £60,000 - £80,000+ uncapped and realistic On Target Earings Robust and lucrative lead source 5 day working week; weekdays 8:30am-6pm, every other Saturday 9am-3pm (day off in lieu mid-week). More flexibility available from end of year 2 onwards Own vehicle and driving licence essential for this role Our clients are looking to add to their team of high performing Mortgage Advisors. You will supported on your career journey every step of the way and they will help you become the very best you can be! There will be warm leads readily available from their front end sales team so you will never be short of business to write. Full administrative back up is also provided so this allows you to get on with what you do best and that is deal with customers! Mortgage Advisor- Scope of Role: Our clients are an award-winning and forward thinking operation who are seeking an experienced Mortgage and Protection Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. Their partner firm are a well-respected local business with a very lucrative lead source as well as a large client bank with incredible amounts of referrals and returning customers. Due to the continuing success of this dynamic, they are now keen expand their family further, with the addition of an experienced Mortgage Advisor My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the rightMortgage Advisoran excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Are you ready for a new, exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading.A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PAs. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. JBRP1_UKTJ
Paraplanner - Greater Belfast An impressive, boutique independent wealth management firm in Greater Belfast are now seeking to speak with paraplanners for a new role. The Company: In their stunning office 10 minutes from Belfast City Centre, this highly skilled team are part of a UK-wide group of independent wealth management firms. They provide a wide range of personal and corporate financial planning services - including investments, IHT, pension, life cover & much more. The Rewards: As the successful Paraplanner, you will receive the following: £30,000 - £40,000 base salary (D.O.E) + extensive benefits Generous annual leave allowance Funded professional qualifications Free parking The Role: As the successful Paraplanner you will report to the practice principal and work very closely with the Belfast advisers and will be responsible for the following: Writing financial planning reports that advisers will present to clients Supporting advisers by conducting research on products, helping to find the right solutions for clients Assisting with reviews and customer requests - being POC for clients on day-to-day queries Arranging plans to be submitted to provider companies Maintenance of client records - ensuring client and company files are accurate, well-presented and compliant Preparation of client review packs, illustration requests The Person: The successful Paraplanner will meet the following criteria: Ideally Level 4 Diploma in Financial Planning Paraplanning experience in an IFA environment is preferred Strong report writing experience Strong IT skills Strong communication skills To speak in absolute confidence about this Paraplanner job opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs Not all agencies are the same MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.
Feb 18, 2026
Full time
Paraplanner - Greater Belfast An impressive, boutique independent wealth management firm in Greater Belfast are now seeking to speak with paraplanners for a new role. The Company: In their stunning office 10 minutes from Belfast City Centre, this highly skilled team are part of a UK-wide group of independent wealth management firms. They provide a wide range of personal and corporate financial planning services - including investments, IHT, pension, life cover & much more. The Rewards: As the successful Paraplanner, you will receive the following: £30,000 - £40,000 base salary (D.O.E) + extensive benefits Generous annual leave allowance Funded professional qualifications Free parking The Role: As the successful Paraplanner you will report to the practice principal and work very closely with the Belfast advisers and will be responsible for the following: Writing financial planning reports that advisers will present to clients Supporting advisers by conducting research on products, helping to find the right solutions for clients Assisting with reviews and customer requests - being POC for clients on day-to-day queries Arranging plans to be submitted to provider companies Maintenance of client records - ensuring client and company files are accurate, well-presented and compliant Preparation of client review packs, illustration requests The Person: The successful Paraplanner will meet the following criteria: Ideally Level 4 Diploma in Financial Planning Paraplanning experience in an IFA environment is preferred Strong report writing experience Strong IT skills Strong communication skills To speak in absolute confidence about this Paraplanner job opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs Not all agencies are the same MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.
Kenect Professional
Burton-on-trent, Staffordshire
Customer Service Advisor Burton on Trent Office Hours, Monday to Friday (37.5 hours per week) 23,809.50 per annum Permanent Opportunity Company Overview: Due to continued growth and expansion, our prestigious client is currently looking to recruit a Customer Service Advisor to join their growing team on a permanent basis. This is a fantastic opportunity for someone who has a passion for delivering excellent customer service to join a growing team on a permanent basis. Role Overview: The main role and function of the Customer Service Adviser is to support customers with any order-related queries then have whilst working with internal departments to ensure the smooth end of end process of customer orders. Handle inbound customer calls and email enquiries professionally and efficiently from start to finish. Build strong relationships to understand customer needs and assist with any queries they have. Proactively communicate order updates, shipping information, and resolutions to any issues. Upselling additional products and product ranges to customers. Working with internal departments to resolve customer queries. Manage workload effectively to meet business goals and deadlines. Participate in relevant training and development activities. Completing general administrative tasks. Technical Knowledge & Experience: Previous experience working within a similar role or environment is essential. Previous experience within Customer Service is essential. Must be a strong communicator who can quickly and easily build relationships with both internal and external stakeholders. Strong attention to detail skills. Previous CRM experience is desirable. Proficient using MS package, (word, excel, PowerPoint) This role is being advertised by Kenect Recruitment who are acting as an employment agency regarding this vacancy.
Feb 17, 2026
Full time
Customer Service Advisor Burton on Trent Office Hours, Monday to Friday (37.5 hours per week) 23,809.50 per annum Permanent Opportunity Company Overview: Due to continued growth and expansion, our prestigious client is currently looking to recruit a Customer Service Advisor to join their growing team on a permanent basis. This is a fantastic opportunity for someone who has a passion for delivering excellent customer service to join a growing team on a permanent basis. Role Overview: The main role and function of the Customer Service Adviser is to support customers with any order-related queries then have whilst working with internal departments to ensure the smooth end of end process of customer orders. Handle inbound customer calls and email enquiries professionally and efficiently from start to finish. Build strong relationships to understand customer needs and assist with any queries they have. Proactively communicate order updates, shipping information, and resolutions to any issues. Upselling additional products and product ranges to customers. Working with internal departments to resolve customer queries. Manage workload effectively to meet business goals and deadlines. Participate in relevant training and development activities. Completing general administrative tasks. Technical Knowledge & Experience: Previous experience working within a similar role or environment is essential. Previous experience within Customer Service is essential. Must be a strong communicator who can quickly and easily build relationships with both internal and external stakeholders. Strong attention to detail skills. Previous CRM experience is desirable. Proficient using MS package, (word, excel, PowerPoint) This role is being advertised by Kenect Recruitment who are acting as an employment agency regarding this vacancy.
The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1 . Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines. The Person: The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They are likely to have worked in a professional services environment but will not be expected to know the intricacies of financial planning as training will be provided. They will be articulate, analytical and aspirational, and will be looking for a highly varied and involved support role where they can make a significant contribution to a progressive and ambitious firm while being invested in, valued and rewarded accordingly. Salary and Benefits: £30-37,000 ( depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed). The Company: Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , responsibilities include: Supporting the Financial Planners with delivering an exception financial planning service to clients. Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio. Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching clients existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies. Processing new business application forms, proposals and supporting documentation. Contract administration of all products recommended by the Financial Planner (pensions, ISA s, Investments, Bonds, Protection etc.). Producing management information and recording and updating all client information on the back-office system. General administration and project work, supporting with the development of the firm s standard operating procedures. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , skills and experience required: Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice/planning experience is not essential as training will be provided for the right candidate). Intelligent, ambitious, proactive, embracing of change and keen to learn. A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times. Professional appearance, confident manner and exceptional communication skills, both verbal and written. Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines. Analytical, excellent administrative and organisational skills and a keen eye for detail. Strong technology and mathematical aptitude, proficient with MS Office. A strong team player who is keen to participate fully in the successful operation of the business. Dawn O Shea is the Recruitment Partner, recruiting the Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator)- directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Feb 17, 2026
Full time
The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1 . Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines. The Person: The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They are likely to have worked in a professional services environment but will not be expected to know the intricacies of financial planning as training will be provided. They will be articulate, analytical and aspirational, and will be looking for a highly varied and involved support role where they can make a significant contribution to a progressive and ambitious firm while being invested in, valued and rewarded accordingly. Salary and Benefits: £30-37,000 ( depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed). The Company: Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , responsibilities include: Supporting the Financial Planners with delivering an exception financial planning service to clients. Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio. Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching clients existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies. Processing new business application forms, proposals and supporting documentation. Contract administration of all products recommended by the Financial Planner (pensions, ISA s, Investments, Bonds, Protection etc.). Producing management information and recording and updating all client information on the back-office system. General administration and project work, supporting with the development of the firm s standard operating procedures. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , skills and experience required: Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice/planning experience is not essential as training will be provided for the right candidate). Intelligent, ambitious, proactive, embracing of change and keen to learn. A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times. Professional appearance, confident manner and exceptional communication skills, both verbal and written. Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines. Analytical, excellent administrative and organisational skills and a keen eye for detail. Strong technology and mathematical aptitude, proficient with MS Office. A strong team player who is keen to participate fully in the successful operation of the business. Dawn O Shea is the Recruitment Partner, recruiting the Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator)- directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Migrant Help have an exciting opportunity to recruit a Client Adviser to join our team! Location: Glasgow and Paisley, Scotland (Hybrid)? Contract: Fixed term until 31 March 2027 (with potential to be extended or made permanent)? Salary: £29,498 - Increasing to £33,590 following successful completion of a 6 months probation period About us: Migrant Help is a leading charity that has been established for over 60 years and delivers a range of support and advice services to migrants across the UK. Our vision is for a global society that protects vulnerable migrants, treats them with respect and enables them to reach their full potential. The Client Adviser role: Part of the Trafficking and Exploitation Survivors Service (TESS) team, the Client Adviser is a dedicated and rewarding role at Migrant Help. You will work engagingly with our diverse client group, most of whom will be entering the service having recently been through trauma. You will provide seamless professional support to service users, including providing advice, guidance and assistance with the completion of any relevant support applications. If you have demonstrable experience working sensitively with vulnerable people with with the ability to communicate complex information effectively, and are looking for an exciting role that makes a difference, we d love to hear from you! Key responsibilities of our Client Adviser: Provide support to a caseload of survivors of human trafficking (known as clients), in line with the service s Quality Management Framework, ensuring high-quality, survivor-centred support at all times Manage a complex case load, offering appropriate and bespoke individual support to service users including the arrangement of provision of necessities such as accommodation, food, clothing and toiletries. Also arranging meaningful holistic activities, which may include social events, language classes, orientation briefings, etc Arrange the process of supporting service users to return to their country of origin, where appropriate, as well as arranging the preparation of appropriate documentation with the Home Office/Embassies, as appropriate Ensure compliance with all applicable regulatory requirements, policies and procedures to provide with correct processing of National Referral Mechanism (NRM) referrals to all who require this service Refer clients to health and specialist agencies as necessary Support the process of clients being able to obtain employment and affordable housing, where appropriate Collect data and record efficiently as required The experience and skills you need Experience of working in a Social Care setting and working with clients who present with complex needs, including mental health and substance misuse Demonstratable experience of working face to face with members of the public Demonstrable administrative and organisational skills Excellent computer skills, competent in the use of MS Office applications and specifically the ability to use Microsoft Excel to a good standard Proven ability to prioritise and work on your own initiative whilst respecting boundaries Migrant Help is committed to safeguarding those we provide a service to, applicants will have to undergo strict vetting procedures throughout different stages of the recruitment process therefore: This post is subject to a Disclosure and Barring Service (DBS) check therefore applicants must: Be able to provide documents to show their right to work in the UK (such as Passport, work visa, settled status document, certificate of registration, naturalisation as a British citizen, Biometric Residence Permit etc.) Provide full employment history for the previous 3 years and/or suitable documentation to cover any gaps in employment These are some of the benefits we offer Our working week is 35 hours per week offering flexibility and work life balance Enhanced family friendly provisions Employees will gain an extra day annual leave per year to a maximum of 39 days, including bank holidays (pro-rata). Option to buy or sell up to 5 days of annual leave Access to Perkbox, an employee rewards and benefits platform with over 9,000 deals and discounts, a range of free perks, employee wellbeing support and other additional employee benefits and recognitions. Wellbeing support. Migrant Help offers employees a non-contributory pension scheme Migrant Help pays 8% worth of employee salary into the pension scheme. Closing Date: 26th February 2026 If you are interested in becoming our new Client Adviser , please click 'APPLY' today. We look forward to hearing from you! Your application will be assessed against the job description and person specification, which can be found via the above link, we therefore recommend you review both before you apply. We encourage applications from disabled people by offering them an interview if they meet the minimum criteria for the job Please note this vacancy may close early depending on applications received As part of your role, it is important you operate within Migrant Help s values: Protection, Diversity, Equality, Partnership, Innovation and Excellence. Migrant Help is proud to be an equal opportunities employer.
Feb 17, 2026
Contractor
Migrant Help have an exciting opportunity to recruit a Client Adviser to join our team! Location: Glasgow and Paisley, Scotland (Hybrid)? Contract: Fixed term until 31 March 2027 (with potential to be extended or made permanent)? Salary: £29,498 - Increasing to £33,590 following successful completion of a 6 months probation period About us: Migrant Help is a leading charity that has been established for over 60 years and delivers a range of support and advice services to migrants across the UK. Our vision is for a global society that protects vulnerable migrants, treats them with respect and enables them to reach their full potential. The Client Adviser role: Part of the Trafficking and Exploitation Survivors Service (TESS) team, the Client Adviser is a dedicated and rewarding role at Migrant Help. You will work engagingly with our diverse client group, most of whom will be entering the service having recently been through trauma. You will provide seamless professional support to service users, including providing advice, guidance and assistance with the completion of any relevant support applications. If you have demonstrable experience working sensitively with vulnerable people with with the ability to communicate complex information effectively, and are looking for an exciting role that makes a difference, we d love to hear from you! Key responsibilities of our Client Adviser: Provide support to a caseload of survivors of human trafficking (known as clients), in line with the service s Quality Management Framework, ensuring high-quality, survivor-centred support at all times Manage a complex case load, offering appropriate and bespoke individual support to service users including the arrangement of provision of necessities such as accommodation, food, clothing and toiletries. Also arranging meaningful holistic activities, which may include social events, language classes, orientation briefings, etc Arrange the process of supporting service users to return to their country of origin, where appropriate, as well as arranging the preparation of appropriate documentation with the Home Office/Embassies, as appropriate Ensure compliance with all applicable regulatory requirements, policies and procedures to provide with correct processing of National Referral Mechanism (NRM) referrals to all who require this service Refer clients to health and specialist agencies as necessary Support the process of clients being able to obtain employment and affordable housing, where appropriate Collect data and record efficiently as required The experience and skills you need Experience of working in a Social Care setting and working with clients who present with complex needs, including mental health and substance misuse Demonstratable experience of working face to face with members of the public Demonstrable administrative and organisational skills Excellent computer skills, competent in the use of MS Office applications and specifically the ability to use Microsoft Excel to a good standard Proven ability to prioritise and work on your own initiative whilst respecting boundaries Migrant Help is committed to safeguarding those we provide a service to, applicants will have to undergo strict vetting procedures throughout different stages of the recruitment process therefore: This post is subject to a Disclosure and Barring Service (DBS) check therefore applicants must: Be able to provide documents to show their right to work in the UK (such as Passport, work visa, settled status document, certificate of registration, naturalisation as a British citizen, Biometric Residence Permit etc.) Provide full employment history for the previous 3 years and/or suitable documentation to cover any gaps in employment These are some of the benefits we offer Our working week is 35 hours per week offering flexibility and work life balance Enhanced family friendly provisions Employees will gain an extra day annual leave per year to a maximum of 39 days, including bank holidays (pro-rata). Option to buy or sell up to 5 days of annual leave Access to Perkbox, an employee rewards and benefits platform with over 9,000 deals and discounts, a range of free perks, employee wellbeing support and other additional employee benefits and recognitions. Wellbeing support. Migrant Help offers employees a non-contributory pension scheme Migrant Help pays 8% worth of employee salary into the pension scheme. Closing Date: 26th February 2026 If you are interested in becoming our new Client Adviser , please click 'APPLY' today. We look forward to hearing from you! Your application will be assessed against the job description and person specification, which can be found via the above link, we therefore recommend you review both before you apply. We encourage applications from disabled people by offering them an interview if they meet the minimum criteria for the job Please note this vacancy may close early depending on applications received As part of your role, it is important you operate within Migrant Help s values: Protection, Diversity, Equality, Partnership, Innovation and Excellence. Migrant Help is proud to be an equal opportunities employer.
Morgan Jones Recruitment Consultants
Shepherdswell, Kent
Job Title: Helpline Adviser Location: Dover (9 minutes from station, free parking available) Contract: Permanent Hours: 35 hours per week (rotational shifts between 8am 8pm) Salary: Starting at £25,710, rising to £28,670 after 6 months Our client is seeking compassionate and professional Helpline Advisers to join their growing support team. This is a rewarding role for individuals with strong communication skills and a passion for helping others. About the Role: You ll be the first point of contact for callers, providing guidance, support, and signposting to relevant services. You ll also escalate safeguarding concerns and maintain service KPIs (note: this is not a sales role). Key Responsibilities: Handle inbound support calls with empathy and professionalism Escalate safeguarding issues appropriately Signpost callers to relevant departments and services Maintain accurate records and meet performance standards What We re Looking For: Previous experience in a call centre or customer service role preferred Awareness of safeguarding practices beneficial Excellent verbal communication and listening skills Ability to work flexibly across rotating shifts Strong attention to detail and time management Training & Benefits: 5-week training programme (classroom and supported calls) Hybrid working available after 3 months (typically 1 day/week in office) 8% non-contributory pension Extra annual leave per year of service (up to 5 years) Perkbox rewards and £500 referral bonus About Morgan Jones: Morgan Jones Limited acts as an employment agency. By applying, you accept the Terms & Conditions as well as the Privacy, Cookie, and Data Retention Policy which can be found on our website. Due to the high volume of applicants we see, if you have not heard back from us within 72 hours, please assume that you have been unsuccessful on this occasion. To view other great opportunities, visit our website or follow Morgan Jones on your favourite social networks Facebook, Instagram, Twitter, or LinkedIn.
Feb 17, 2026
Full time
Job Title: Helpline Adviser Location: Dover (9 minutes from station, free parking available) Contract: Permanent Hours: 35 hours per week (rotational shifts between 8am 8pm) Salary: Starting at £25,710, rising to £28,670 after 6 months Our client is seeking compassionate and professional Helpline Advisers to join their growing support team. This is a rewarding role for individuals with strong communication skills and a passion for helping others. About the Role: You ll be the first point of contact for callers, providing guidance, support, and signposting to relevant services. You ll also escalate safeguarding concerns and maintain service KPIs (note: this is not a sales role). Key Responsibilities: Handle inbound support calls with empathy and professionalism Escalate safeguarding issues appropriately Signpost callers to relevant departments and services Maintain accurate records and meet performance standards What We re Looking For: Previous experience in a call centre or customer service role preferred Awareness of safeguarding practices beneficial Excellent verbal communication and listening skills Ability to work flexibly across rotating shifts Strong attention to detail and time management Training & Benefits: 5-week training programme (classroom and supported calls) Hybrid working available after 3 months (typically 1 day/week in office) 8% non-contributory pension Extra annual leave per year of service (up to 5 years) Perkbox rewards and £500 referral bonus About Morgan Jones: Morgan Jones Limited acts as an employment agency. By applying, you accept the Terms & Conditions as well as the Privacy, Cookie, and Data Retention Policy which can be found on our website. Due to the high volume of applicants we see, if you have not heard back from us within 72 hours, please assume that you have been unsuccessful on this occasion. To view other great opportunities, visit our website or follow Morgan Jones on your favourite social networks Facebook, Instagram, Twitter, or LinkedIn.
We are a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company's growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued. We are looking for an experienced Senior Product Manager to lead the development of our Wealth and Accountancy propositions. This role will help us improve how we serve our Financial Advisors and Accountants by developing a product proposition which seamlessly integrates with the systems they use on a day to day basis. The goal is to remove barriers to allow our introducers to on-board their clients onto Insignis as well as providing integrated tools to help them manage their clients' daily needs. Based on customer research and working with our UX team, you will design a proposition which has Senior Management buy-in. You will work with multiple product and engineering teams to oversee the implementation of your vision, ensuring key results are achieved. What to expect from the role Responsible for building a product proposition specifically for our Independent Financial advisers and accountants. Be the owner of the end to end proposition for our Introducer customer base, as a result you will own multiple journeys from On-boarding through to on-going customer service. Partner with our sales and relationship teams to understand the needs of our introducers. As a product specialist you will be required to support our sales teams in customer meetings. Critical to the success is uncovering opportunities to deliver value to these customer cohorts, making it easier for them to use our platform and therefore introduce new customers to Insignis. Collaborate with our design team to create prototypes which you will test through UX research to validate assumptions. Set an introducer product strategy, getting buy-in from Senior stakeholders, including Sales, Marketing and Engineering. You will be encouraged to build iteratively, testing your assumptions as you go and course correcting where necessary. You will monitor and report progress against key success metrics. The Team Join a team that is driving the product strategy supporting Insignis's objectives as a scaling fintech. Strong team culture, with a focus on continuous improvement. Collaboration and initiative over hierarchy. An environment where great ideas can come from anyone. What we are looking for 5-8 years working in product ownership or product management within the Wealth area. Proven ability to prioritise and manage workloads in a critical and exciting area for the business. Adaptable and professional, build relationships with tech and stakeholders throughout the business. Development mindset, contributing to improving best practices and refining the product ownership processes. Able to identify dependencies and challenges and creatively work to resolve them to safeguard the delivery plan for your engineering team. You prioritise outcomes over output. Live and breathe product and love working with dev and test colleagues. You are a self-starter and highly motivated person. Nice to have Experience in FinTech, and even better Payments. Experience working in a start-up/scale-up. Experience shipping B2B SaaS product to financial institutions. 25 days holiday (exc. Bank holidays) 5% Pension contributions Private medical insurance with Vitality Health cash Plan offering contributions to dental, optical and much more Enhanced Parental Leave Cycle to Work Scheme Monthly team lunches, quarterly company socials
Feb 17, 2026
Full time
We are a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company's growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued. We are looking for an experienced Senior Product Manager to lead the development of our Wealth and Accountancy propositions. This role will help us improve how we serve our Financial Advisors and Accountants by developing a product proposition which seamlessly integrates with the systems they use on a day to day basis. The goal is to remove barriers to allow our introducers to on-board their clients onto Insignis as well as providing integrated tools to help them manage their clients' daily needs. Based on customer research and working with our UX team, you will design a proposition which has Senior Management buy-in. You will work with multiple product and engineering teams to oversee the implementation of your vision, ensuring key results are achieved. What to expect from the role Responsible for building a product proposition specifically for our Independent Financial advisers and accountants. Be the owner of the end to end proposition for our Introducer customer base, as a result you will own multiple journeys from On-boarding through to on-going customer service. Partner with our sales and relationship teams to understand the needs of our introducers. As a product specialist you will be required to support our sales teams in customer meetings. Critical to the success is uncovering opportunities to deliver value to these customer cohorts, making it easier for them to use our platform and therefore introduce new customers to Insignis. Collaborate with our design team to create prototypes which you will test through UX research to validate assumptions. Set an introducer product strategy, getting buy-in from Senior stakeholders, including Sales, Marketing and Engineering. You will be encouraged to build iteratively, testing your assumptions as you go and course correcting where necessary. You will monitor and report progress against key success metrics. The Team Join a team that is driving the product strategy supporting Insignis's objectives as a scaling fintech. Strong team culture, with a focus on continuous improvement. Collaboration and initiative over hierarchy. An environment where great ideas can come from anyone. What we are looking for 5-8 years working in product ownership or product management within the Wealth area. Proven ability to prioritise and manage workloads in a critical and exciting area for the business. Adaptable and professional, build relationships with tech and stakeholders throughout the business. Development mindset, contributing to improving best practices and refining the product ownership processes. Able to identify dependencies and challenges and creatively work to resolve them to safeguard the delivery plan for your engineering team. You prioritise outcomes over output. Live and breathe product and love working with dev and test colleagues. You are a self-starter and highly motivated person. Nice to have Experience in FinTech, and even better Payments. Experience working in a start-up/scale-up. Experience shipping B2B SaaS product to financial institutions. 25 days holiday (exc. Bank holidays) 5% Pension contributions Private medical insurance with Vitality Health cash Plan offering contributions to dental, optical and much more Enhanced Parental Leave Cycle to Work Scheme Monthly team lunches, quarterly company socials
Our client, a leading business in the Financial Services industry is seeking a Client Services Advisor to join their team on a full-time, permanent basis. Due to an exciting period of growth our client is looking for a customer-focused individual to join their team where you will be liaising with existing customers, discussing their current situations whilst outlining the best and most suitable products moving forward. This is the ideal opportunity for someone with previous customer service experience either from a Retail or office background, ideally from a Financial Services background or similar. This would also be the ideal role for someone with a background in Sales or a role where you re used to liaising with customers on a regular basis. Key Responsibilities Answering inbound and making outbound calls to clients Dealing with enquiries via email and acting as the first point of contact for queries Act as the first point of contact for any customers with any product-related queries whilst liaising with other departments within the business Updating and taking notes in internal systems and databases Taking payments over the phone from customers Liaise with third parties such as Mortgage Brokers and Solicitors to confirm client details Chasing other departments for outstanding documentation Key Experience: Previous customer service experience either in an office environment, either in a customer service or sales role would be ideal Good communicator, confident liaising with colleagues, third parties and clients of all levels Able to work both independently and as part of a team Confident updating internal systems Able to work in an ever-changing environment, working towards tight deadlines whilst ensuring accuracy and attention to detail at all times Excellent customer service skills, confident being the first point of contact for queries This is a fantastic opportunity for a Customer Service Adviser to join a thriving business who are leaders in the Financial Services industry. This would be a great role for someone looking to transition their experience in to a Financial Services role or someone looking to move into a customer-focused position. CVs are being reviewed so please apply now for immediate consideration.
Feb 17, 2026
Full time
Our client, a leading business in the Financial Services industry is seeking a Client Services Advisor to join their team on a full-time, permanent basis. Due to an exciting period of growth our client is looking for a customer-focused individual to join their team where you will be liaising with existing customers, discussing their current situations whilst outlining the best and most suitable products moving forward. This is the ideal opportunity for someone with previous customer service experience either from a Retail or office background, ideally from a Financial Services background or similar. This would also be the ideal role for someone with a background in Sales or a role where you re used to liaising with customers on a regular basis. Key Responsibilities Answering inbound and making outbound calls to clients Dealing with enquiries via email and acting as the first point of contact for queries Act as the first point of contact for any customers with any product-related queries whilst liaising with other departments within the business Updating and taking notes in internal systems and databases Taking payments over the phone from customers Liaise with third parties such as Mortgage Brokers and Solicitors to confirm client details Chasing other departments for outstanding documentation Key Experience: Previous customer service experience either in an office environment, either in a customer service or sales role would be ideal Good communicator, confident liaising with colleagues, third parties and clients of all levels Able to work both independently and as part of a team Confident updating internal systems Able to work in an ever-changing environment, working towards tight deadlines whilst ensuring accuracy and attention to detail at all times Excellent customer service skills, confident being the first point of contact for queries This is a fantastic opportunity for a Customer Service Adviser to join a thriving business who are leaders in the Financial Services industry. This would be a great role for someone looking to transition their experience in to a Financial Services role or someone looking to move into a customer-focused position. CVs are being reviewed so please apply now for immediate consideration.
About Saturn Saturn is building the operating system for financial advisers, powered by AI. Our mission is to democratise financial advice for one billion people by creating the most trusted, intelligent platform for financial planning and compliance. In just two years, we've become the UK market leader and our growth is compounding. We were part of YC S24 and recently raised a $15M Series A from Singular, Shapers, and YC to accelerate our next phase of growth. The Role We're looking for an Associate Partner to join our Partnerships team and help drive Saturn's next wave of growth. You'll sit at the centre of our go-to-market motion, owning the full sales cycle for IFAs: from first demo through to close, onboarding handoff, and ongoing expansion. What You'll Do Own the full sales cycle for IFAs: outbound prospecting, inbound qualification, demos, proposals, and close Manage and grow a pipeline of opportunities Identify opportunities to increase Saturn's market share Build strong relationships across the financial advice industry Travel across the UK to meet prospects and customers in person, and attend industry events Collaborate with Product and Partner Experience to relay customer feedback Who You Are 1-3 years of B2B SaaS sales experience with a track record of hitting or exceeding targets Comfortable owning a full sales cycle from outbound prospecting through to close Strong communicator - you can build rapport quickly and hold you own in a room Highly organised with the discipline to manage a busy pipeline and competing priorities Naturally curious and coachable - you want to understand the product deeply and improve each week Nice To Have Experience working in or selling to wealth management, financial advice firms or financial services more broadly Background in FinTech of B2B SaaS selling to regulated industries Familiarity with the UK IFA/wealth management landscape. What Values We're Looking For and what you can expect the Saturn team to be: Pursue Greatness: Strive for excellence in everything you do, iterating, learning, growing, and embracing discipline to drive progress. Earn Trust: Build strong relationships through integrity, transparency, and delivering on your promises. Seek Truth: Be data-driven, curious, and unafraid to challenge assumptions in pursuit of the best solutions. Be Audacious: Dream big, take ownership, take calculated risks, and push boundaries to create meaningful progress. Orbit Together: Collaborate with a shared mission, knowing collective success drives greater outcomes. Will to Care: Care about your team, customers and work to the extreme degree; Read Unreasonable Hospitality. What We Offer Competitive salary and equity Opportunity to build your lives work Autonomy and ownership in your work Offsites in Tropical places Dental and best in class medical insurance Budget for learning and professional growth Access to world-class gym and wellness
Feb 17, 2026
Full time
About Saturn Saturn is building the operating system for financial advisers, powered by AI. Our mission is to democratise financial advice for one billion people by creating the most trusted, intelligent platform for financial planning and compliance. In just two years, we've become the UK market leader and our growth is compounding. We were part of YC S24 and recently raised a $15M Series A from Singular, Shapers, and YC to accelerate our next phase of growth. The Role We're looking for an Associate Partner to join our Partnerships team and help drive Saturn's next wave of growth. You'll sit at the centre of our go-to-market motion, owning the full sales cycle for IFAs: from first demo through to close, onboarding handoff, and ongoing expansion. What You'll Do Own the full sales cycle for IFAs: outbound prospecting, inbound qualification, demos, proposals, and close Manage and grow a pipeline of opportunities Identify opportunities to increase Saturn's market share Build strong relationships across the financial advice industry Travel across the UK to meet prospects and customers in person, and attend industry events Collaborate with Product and Partner Experience to relay customer feedback Who You Are 1-3 years of B2B SaaS sales experience with a track record of hitting or exceeding targets Comfortable owning a full sales cycle from outbound prospecting through to close Strong communicator - you can build rapport quickly and hold you own in a room Highly organised with the discipline to manage a busy pipeline and competing priorities Naturally curious and coachable - you want to understand the product deeply and improve each week Nice To Have Experience working in or selling to wealth management, financial advice firms or financial services more broadly Background in FinTech of B2B SaaS selling to regulated industries Familiarity with the UK IFA/wealth management landscape. What Values We're Looking For and what you can expect the Saturn team to be: Pursue Greatness: Strive for excellence in everything you do, iterating, learning, growing, and embracing discipline to drive progress. Earn Trust: Build strong relationships through integrity, transparency, and delivering on your promises. Seek Truth: Be data-driven, curious, and unafraid to challenge assumptions in pursuit of the best solutions. Be Audacious: Dream big, take ownership, take calculated risks, and push boundaries to create meaningful progress. Orbit Together: Collaborate with a shared mission, knowing collective success drives greater outcomes. Will to Care: Care about your team, customers and work to the extreme degree; Read Unreasonable Hospitality. What We Offer Competitive salary and equity Opportunity to build your lives work Autonomy and ownership in your work Offsites in Tropical places Dental and best in class medical insurance Budget for learning and professional growth Access to world-class gym and wellness
Administrator Cambridge 25,000 Our client is looking to recruit an Administrator to join their ambitious team. This varied and fulfilling role will play a pivotal part in supporting financial advisers, helping to maintain the high standards of service their clients receive. Key Responsibilities: Support financial Advisers with dealing with enquiries, onboarding new clients, sending out and monitoring letters and processing trade deals Update CRM system, monitor client information, and action all diary entries within given timeframe Carry out client reviews and produce valuations to be reviewed and passed to Advisers Open and allocate all post, and post all outgoing post within time allocations Handle document admin tasks including processing, updating, scanning, and archiving forms and materials Provide general office support including taking incoming calls and other administrative duties to keep operations running smoothly Who you are: Experience in financial administration or administration with a degree related to a financial field Confident within Microsoft Tools Excellent customer service and communication skills Knowledge of IFA office procedures and compliance is desirable
Feb 17, 2026
Full time
Administrator Cambridge 25,000 Our client is looking to recruit an Administrator to join their ambitious team. This varied and fulfilling role will play a pivotal part in supporting financial advisers, helping to maintain the high standards of service their clients receive. Key Responsibilities: Support financial Advisers with dealing with enquiries, onboarding new clients, sending out and monitoring letters and processing trade deals Update CRM system, monitor client information, and action all diary entries within given timeframe Carry out client reviews and produce valuations to be reviewed and passed to Advisers Open and allocate all post, and post all outgoing post within time allocations Handle document admin tasks including processing, updating, scanning, and archiving forms and materials Provide general office support including taking incoming calls and other administrative duties to keep operations running smoothly Who you are: Experience in financial administration or administration with a degree related to a financial field Confident within Microsoft Tools Excellent customer service and communication skills Knowledge of IFA office procedures and compliance is desirable
Migrant Help have an exciting opportunity to recruit a Helpline Adviser to join our team! Location: Dover (Hybrid) Contract: 9 month fixed term (with potential to be extended or made permanent) Hours: Full time, shift working between the hours of 8am and 8pm Salary: £25,710 Increasing to £28,670 following successful completion of a 6 months probation period About us: Migrant Help is a leading charity that was established in 1963 and delivers a range of support and advice services to people affected by displacement and exploitation across the UK. Our vision is for a global society that protects vulnerable people, treats them with respect and enables them to reach their full potential. The Helpline Adviser role: Part of the Eligibility Advice and Guidance Line (EAGL) team, the Helpline Adviser is a rewarding role which supports individuals and families that are seeking asylum in the UK. You will play an integral part in the charities work with the Home Office; providing advice, guidance, and support via the telephone and webchat helpline services. This service operates in a fast-paced call center setting, dealing with varied queries about asylum support effectively and efficiently. You will be assisting with complex safeguarding cases from our most vulnerable clients who have and are experiencing displacement, exploitation and significant trauma, raising concerns with the relevant authorities. If you demonstrable experience working within a call-center or customer service setting with the ability to meet targets in pressured environment, and are looking for an exciting role within a charity that is making a difference, we d love to hear from you! Key responsibilities of our Helpline Adviser: Efficiently and empathetically handle inbound calls from our clients, working as part of the helpline team in an ever changing, fast-paced setting, dealing with varied queries about asylum support, compliance with all applicable and regulatory requirements, policies, and procedures to provide the correct advice and guidance ensuring resolution at first point of contact Work closely with colleagues and other departments within Migrant Help to ensure applications for support are dealt with accurately and swiftly Support clients following complex safeguarding disclosures, raising any concerns with the relevant departments and authorities adhering to set procedures Provide an exemplary professional service through active listening, verbal, and written communication to both external and internal clients Work collaboratively as part of a team to achieve organisational targets and KPI s The experience and skills you need to become our Helpline Adviser: Proven experience providing exemplary customer service skills/background Demonstrable experience of working in a pressured environment and meeting deadlines, targets and KPI s The capability to multitask using multiple systems at once whilst communicating verbally, with the ability to adapt to new systems. High attention to detail and working systematically particularly in accurate record keeping and timely records High level of motivation, resilience, and emotional intelligence Migrant Help is committed to safeguarding those we provide a service to, applicants will have to undergo strict vetting procedures throughout different stages of the recruitment process therefore: This post is subject to a Disclosure and Barring Service (DBS) check therefore applicants must: Be able to provide documents to show their right to work in the UK (such as Passport, work visa, settled status document, certificate of registration, naturalisation as a British citizen, Biometric Residence Permit etc.) Provide full employment history for the previous 3 years and/or suitable documentation to cover any gaps in employment These are some of the benefits we offer Our working week is 35 hours per week offering flexibility and work life balance Enhanced family friendly provisions Employees will gain an extra day annual leave per year to a maximum of 39 days, including bank holidays (pro-rata). Option to buy or sell up to 5 days of annual leave Access to Perkbox, an employee rewards and benefits platform with over 9,000 deals and discounts, a range of free perks, employee wellbeing support and other additional employee benefits and recognitions. Wellbeing support. Migrant Help offers employees a non-contributory pension scheme Migrant Help pays 8% worth of employee salary into the pension scheme. Closing Date : 31st March 2026 If you are interested in becoming our new Helpline Adviser, please click 'APPLY' today. We look forward to hearing from you! Your application will be assessed against the job description and person specification, which can be found via the above link, we therefore recommend you review both before you apply. We encourage applications from disabled people by offering them an interview if they meet the minimum criteria for the job Please note this vacancy may close early depending on applications received ?As part of your role, it is important you operate within Migrant Help s values: Protection, Diversity, Equality, Partnership, Innovation and Excellence. Migrant Help is proud to be an equal opportunities employer.
Feb 16, 2026
Contractor
Migrant Help have an exciting opportunity to recruit a Helpline Adviser to join our team! Location: Dover (Hybrid) Contract: 9 month fixed term (with potential to be extended or made permanent) Hours: Full time, shift working between the hours of 8am and 8pm Salary: £25,710 Increasing to £28,670 following successful completion of a 6 months probation period About us: Migrant Help is a leading charity that was established in 1963 and delivers a range of support and advice services to people affected by displacement and exploitation across the UK. Our vision is for a global society that protects vulnerable people, treats them with respect and enables them to reach their full potential. The Helpline Adviser role: Part of the Eligibility Advice and Guidance Line (EAGL) team, the Helpline Adviser is a rewarding role which supports individuals and families that are seeking asylum in the UK. You will play an integral part in the charities work with the Home Office; providing advice, guidance, and support via the telephone and webchat helpline services. This service operates in a fast-paced call center setting, dealing with varied queries about asylum support effectively and efficiently. You will be assisting with complex safeguarding cases from our most vulnerable clients who have and are experiencing displacement, exploitation and significant trauma, raising concerns with the relevant authorities. If you demonstrable experience working within a call-center or customer service setting with the ability to meet targets in pressured environment, and are looking for an exciting role within a charity that is making a difference, we d love to hear from you! Key responsibilities of our Helpline Adviser: Efficiently and empathetically handle inbound calls from our clients, working as part of the helpline team in an ever changing, fast-paced setting, dealing with varied queries about asylum support, compliance with all applicable and regulatory requirements, policies, and procedures to provide the correct advice and guidance ensuring resolution at first point of contact Work closely with colleagues and other departments within Migrant Help to ensure applications for support are dealt with accurately and swiftly Support clients following complex safeguarding disclosures, raising any concerns with the relevant departments and authorities adhering to set procedures Provide an exemplary professional service through active listening, verbal, and written communication to both external and internal clients Work collaboratively as part of a team to achieve organisational targets and KPI s The experience and skills you need to become our Helpline Adviser: Proven experience providing exemplary customer service skills/background Demonstrable experience of working in a pressured environment and meeting deadlines, targets and KPI s The capability to multitask using multiple systems at once whilst communicating verbally, with the ability to adapt to new systems. High attention to detail and working systematically particularly in accurate record keeping and timely records High level of motivation, resilience, and emotional intelligence Migrant Help is committed to safeguarding those we provide a service to, applicants will have to undergo strict vetting procedures throughout different stages of the recruitment process therefore: This post is subject to a Disclosure and Barring Service (DBS) check therefore applicants must: Be able to provide documents to show their right to work in the UK (such as Passport, work visa, settled status document, certificate of registration, naturalisation as a British citizen, Biometric Residence Permit etc.) Provide full employment history for the previous 3 years and/or suitable documentation to cover any gaps in employment These are some of the benefits we offer Our working week is 35 hours per week offering flexibility and work life balance Enhanced family friendly provisions Employees will gain an extra day annual leave per year to a maximum of 39 days, including bank holidays (pro-rata). Option to buy or sell up to 5 days of annual leave Access to Perkbox, an employee rewards and benefits platform with over 9,000 deals and discounts, a range of free perks, employee wellbeing support and other additional employee benefits and recognitions. Wellbeing support. Migrant Help offers employees a non-contributory pension scheme Migrant Help pays 8% worth of employee salary into the pension scheme. Closing Date : 31st March 2026 If you are interested in becoming our new Helpline Adviser, please click 'APPLY' today. We look forward to hearing from you! Your application will be assessed against the job description and person specification, which can be found via the above link, we therefore recommend you review both before you apply. We encourage applications from disabled people by offering them an interview if they meet the minimum criteria for the job Please note this vacancy may close early depending on applications received ?As part of your role, it is important you operate within Migrant Help s values: Protection, Diversity, Equality, Partnership, Innovation and Excellence. Migrant Help is proud to be an equal opportunities employer.
About Saturn Saturn is building the operating system for financial advisers, powered by AI. Our mission is to democratise financial advice for one billion people by creating the most trusted, intelligent platform for financial planning and compliance. In just two years, we've become the UK market leader and our growth is compounding. We were part of YC S24 and recently raised a $15M Series A from Singular, Shapers, and YC to accelerate our next phase of growth. The Role We're looking for a Partner Support to be the front line for our customers, the person advisers reach out to when they need help, and the reason they trust Saturn to deliver. This is a hands on, customer facing role. You'll handle inbound support queries, help firms get the most out of Saturn's platform, troubleshoot issues, and work closely with Product Operations and Engineering. This role is a launchpad. You'll develop a deep understanding of how financial advisers work and what they need. People who excel here will have a clear path to grow into Partners, Partner Experience, Product, GTM and Operations. We're looking for someone early in their career who is hungry to learn, takes pride in doing things properly, and wants to build something meaningful. What You'll Do Be the first point of contact for customer experience Troubleshoot product issues and work with Product to ensure these aren't recurring Help onboard new firms to the platform, guiding users through setup, features, and best practices Build and maintain help documentation, FAQs, and support resources Spot patterns in support queries and feed insights back to Product - you'll be one of the closest people to the customer voice Track and manage support tickets with discipline Support the broader Partnerships team with operational tasks, customer comms, and ad hoc projects Who You Are 0 18 months of experience in any customer facing, support, or operations role A clear communicator - you write well, you're patient, and can explain with clarity Naturally organised and reliable Curious about technology and how products work Comfortable with ambiguity Care in every interaction Nice To Have Any exposure to financial services, wealth management, or fintech Experience using CRMs or Intercom What Values We're Looking For and what you can expect the Saturn team to be: Pursue Greatness: Strive for excellence in everything you do, iterating, learning, growing, and embracing discipline to drive progress. Earn Trust: Build strong relationships through integrity, transparency, and delivering on your promises. Seek Truth: Be data driven, curious, and unafraid to challenge assumptions in pursuit of the best solutions. Be Audacious: Dream big, take ownership, take calculated risks, and push boundaries to create meaningful progress. Orbit Together: Collaborate with a shared mission, knowing collective success drives greater outcomes. Will to Care: Care about your team, customers and work to the extreme degree; Read Unreasonable Hospitality. What We Offer Competitive salary and equity Opportunity to build your lives work Autonomy and ownership in your work Offsites in Tropical places Dental and best in class medical insurance Budget for learning and professional growth Access to world class gym and wellness
Feb 16, 2026
Full time
About Saturn Saturn is building the operating system for financial advisers, powered by AI. Our mission is to democratise financial advice for one billion people by creating the most trusted, intelligent platform for financial planning and compliance. In just two years, we've become the UK market leader and our growth is compounding. We were part of YC S24 and recently raised a $15M Series A from Singular, Shapers, and YC to accelerate our next phase of growth. The Role We're looking for a Partner Support to be the front line for our customers, the person advisers reach out to when they need help, and the reason they trust Saturn to deliver. This is a hands on, customer facing role. You'll handle inbound support queries, help firms get the most out of Saturn's platform, troubleshoot issues, and work closely with Product Operations and Engineering. This role is a launchpad. You'll develop a deep understanding of how financial advisers work and what they need. People who excel here will have a clear path to grow into Partners, Partner Experience, Product, GTM and Operations. We're looking for someone early in their career who is hungry to learn, takes pride in doing things properly, and wants to build something meaningful. What You'll Do Be the first point of contact for customer experience Troubleshoot product issues and work with Product to ensure these aren't recurring Help onboard new firms to the platform, guiding users through setup, features, and best practices Build and maintain help documentation, FAQs, and support resources Spot patterns in support queries and feed insights back to Product - you'll be one of the closest people to the customer voice Track and manage support tickets with discipline Support the broader Partnerships team with operational tasks, customer comms, and ad hoc projects Who You Are 0 18 months of experience in any customer facing, support, or operations role A clear communicator - you write well, you're patient, and can explain with clarity Naturally organised and reliable Curious about technology and how products work Comfortable with ambiguity Care in every interaction Nice To Have Any exposure to financial services, wealth management, or fintech Experience using CRMs or Intercom What Values We're Looking For and what you can expect the Saturn team to be: Pursue Greatness: Strive for excellence in everything you do, iterating, learning, growing, and embracing discipline to drive progress. Earn Trust: Build strong relationships through integrity, transparency, and delivering on your promises. Seek Truth: Be data driven, curious, and unafraid to challenge assumptions in pursuit of the best solutions. Be Audacious: Dream big, take ownership, take calculated risks, and push boundaries to create meaningful progress. Orbit Together: Collaborate with a shared mission, knowing collective success drives greater outcomes. Will to Care: Care about your team, customers and work to the extreme degree; Read Unreasonable Hospitality. What We Offer Competitive salary and equity Opportunity to build your lives work Autonomy and ownership in your work Offsites in Tropical places Dental and best in class medical insurance Budget for learning and professional growth Access to world class gym and wellness
About Saturn Saturn is building the operating system for financial advisers, powered by AI. Our mission is to democratise financial advice for one billion people by creating the most trusted, intelligent platform for financial planning and compliance. In just two years, we've become the UK market leader and our growth is compounding. We were part of YC S24 and recently raised a $15M Series A from Singular, Shapers, and YC to accelerate our next phase of growth. The Role We're looking to hire in our Partner Experience team, to own the end-to-end implementation and ongoing success of Saturn's platform within our partner firms. You'll be the person who turns a signed deal into a thriving, deeply embedded partnership - responsible for onboarding, adoption, health, retention and expansion. This role sits at the intersection of customer success, implementation, and relationship management. You'll work directly with firm principals, compliance teams, and advisers to get Saturn live, drive real behaviour change, and ensure partners are getting measurable value from the platform. What You'll Do Own the partner experience lifecycle from onboarding through to renewal and expansion - ensuring every firm gets consistent, high-quality outcomes Lead implementation for new partners: scoping requirements, configuring the platform, training users, and driving adoption Build and maintain trusted relationships with stakeholders at partner organisations Identity expansion and upsell opportunities within existing accounts and work with the Partnerships team Translate feedback into specific, actionable insights for Product - becoming a trusted source of customer intelligence Build productive cross-functional relationships with Product, Engineering and Partners Lead strategic conversations, representing Saturn in the industry Contribute to improving processes, documentation, and playbooks that make the Partner Experience function more scalable and consistent Who You Are 3+ years of experience in customer success, implementation, account management, consulting, or a similar client-facing role in B2B SaaS Proven ability to own a portfolio of accounts and drive measurable outcomes Strong relationship builder Operationally excellent Data-literate Confident communicator Proactive and solutions-oriented Nice To Have Experience in wealth management, financial advice firms or financial services more broadly Background in FinTech of B2B SaaS working with regulated or compliance-heavy industries Deep familiarity with the UK IFA/wealth management landscape and how advice firms operate day-to-day What Values We're Looking For and what you can expect the Saturn team to be: Pursue Greatness: Strive for excellence in everything you do, iterating, learning, growing, and embracing discipline to drive progress. Earn Trust: Build strong relationships through integrity, transparency, and delivering on your promises. Seek Truth: Be data-driven, curious, and unafraid to challenge assumptions in pursuit of the best solutions. Be Audacious: Dream big, take ownership, take calculated risks, and push boundaries to create meaningful progress. Orbit Together: Collaborate with a shared mission, knowing collective success drives greater outcomes. Will to Care: Care about your team, customers and work to the extreme degree; Read Unreasonable Hospitality. What We Offer Competitive salary and equity Opportunity to build your lives work Autonomy and ownership in your work Offsites in Tropical places Dental and best in class medical insurance Budget for learning and professional growth Access to world-class gym and wellness
Feb 16, 2026
Full time
About Saturn Saturn is building the operating system for financial advisers, powered by AI. Our mission is to democratise financial advice for one billion people by creating the most trusted, intelligent platform for financial planning and compliance. In just two years, we've become the UK market leader and our growth is compounding. We were part of YC S24 and recently raised a $15M Series A from Singular, Shapers, and YC to accelerate our next phase of growth. The Role We're looking to hire in our Partner Experience team, to own the end-to-end implementation and ongoing success of Saturn's platform within our partner firms. You'll be the person who turns a signed deal into a thriving, deeply embedded partnership - responsible for onboarding, adoption, health, retention and expansion. This role sits at the intersection of customer success, implementation, and relationship management. You'll work directly with firm principals, compliance teams, and advisers to get Saturn live, drive real behaviour change, and ensure partners are getting measurable value from the platform. What You'll Do Own the partner experience lifecycle from onboarding through to renewal and expansion - ensuring every firm gets consistent, high-quality outcomes Lead implementation for new partners: scoping requirements, configuring the platform, training users, and driving adoption Build and maintain trusted relationships with stakeholders at partner organisations Identity expansion and upsell opportunities within existing accounts and work with the Partnerships team Translate feedback into specific, actionable insights for Product - becoming a trusted source of customer intelligence Build productive cross-functional relationships with Product, Engineering and Partners Lead strategic conversations, representing Saturn in the industry Contribute to improving processes, documentation, and playbooks that make the Partner Experience function more scalable and consistent Who You Are 3+ years of experience in customer success, implementation, account management, consulting, or a similar client-facing role in B2B SaaS Proven ability to own a portfolio of accounts and drive measurable outcomes Strong relationship builder Operationally excellent Data-literate Confident communicator Proactive and solutions-oriented Nice To Have Experience in wealth management, financial advice firms or financial services more broadly Background in FinTech of B2B SaaS working with regulated or compliance-heavy industries Deep familiarity with the UK IFA/wealth management landscape and how advice firms operate day-to-day What Values We're Looking For and what you can expect the Saturn team to be: Pursue Greatness: Strive for excellence in everything you do, iterating, learning, growing, and embracing discipline to drive progress. Earn Trust: Build strong relationships through integrity, transparency, and delivering on your promises. Seek Truth: Be data-driven, curious, and unafraid to challenge assumptions in pursuit of the best solutions. Be Audacious: Dream big, take ownership, take calculated risks, and push boundaries to create meaningful progress. Orbit Together: Collaborate with a shared mission, knowing collective success drives greater outcomes. Will to Care: Care about your team, customers and work to the extreme degree; Read Unreasonable Hospitality. What We Offer Competitive salary and equity Opportunity to build your lives work Autonomy and ownership in your work Offsites in Tropical places Dental and best in class medical insurance Budget for learning and professional growth Access to world-class gym and wellness
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Product Delivery Director Locations : London, UK Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. Why You Will Love It Here! Flexibility : Hybrid Work Model Your Future: Professional Development Reimbursement including access to SS&C University Work/Life Balance: Competitive holiday scheme Your Wellbeing: Competitive benefits designed to support the wellbeing of our staff Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customised throughout your career What You Will Get To Do: Working with our agile teams to ensure the tooling, processes and ways of working are in line with our internal policies and that we are continually improving the way we are operating. This entails administering the tooling used by each of the teams, for example dashboards and associated monitoring. Promoting and being an evangelist for agile delivery practices, in addition to working in a product operating model, are an essential part of the role. Managing and leading a team of Agile Delivery Leads, providing coaching and mentorship, enabling their development. Acting as an individual contributor as an Agile Delivery Lead where appropriate. Managing the delivery process followed by each of our agile teams, including applying the right methodology to the right circumstance. In teams using scrum-style agile, this includes facilitating scrum ceremonies and coaching the team towards adoption of best practices. Managing dependencies between agile teams and other functions in technology such as Infrastructure and Cyber to optimise delivery, working with peers within Product Delivery where appropriate to ensure alignment. Partnering with colleagues in Project Management, to translate items in the delivery plan and other associated metrics into date-based milestones where appropriate, ensuring progress and any associated risks, issues and dependencies are communicated accordingly. Scheduling sprints and ensuring the agile team keep to the planned sprint cadence, building confidence and predictability, leading to better forecasting. Other Responsibilities Coordinating releases, interfacing with the Project Manager to ensure alignment. Ensure the agile team has a robust mechanism for engagement with other stakeholders, including Commercial, Cyber and Operations teams, helping set up and design these processes where required. Facilitating the carrying out of Pen tests, and other Cyber deliverables, ensuring the management of these deliverables is factored into to regular processes and planning. Ensure the agile team has appropriate mechanisms in place to visualise and forecast how work is completed, including setting Jira boards and implementing dependency tracking. Work with Product Operations to define meaningful metrics to aid successful delivery of products, encouraging the agile teams to inspect the data available and adapt accordingly. Ensure agile teams are set up with appropriate tooling to track and manage work, looking for opportunities to reduce administrative overhead and encouraging teams to be more self-sufficient. This includes providing constructive challenge where appropriate. Required Knowledge & Experience Software development lifecycle in an Agile environment Behaviour Driven Development Microsoft office suite Jira, including Jira administration ConfluenceThe business knowledge and experience required includes but is not limited to Real-life project management experience and a proven record of delivery, including experience of customer projects. Experience of Agile practices, including Scrum. Experience of mutual funds and the broader financial services industry is preferred. Agile project management, particularly where agile delivery processes are used within the context of a broader project structure. Knowledge of the Product operating model. Certified Scrum Master (CSM) or equivalent Agile certification preferred. Building and implementing SaaS products in a financial environment or other regulated industry preferred. Person Specification Communication Clear and assured communicator of their area's role within the broader company, in addition to being both an advocate for, and champion of, the team. o Communicates the corporate strategy, in addition to the priorities, targets and goals both within and outside of the team. Provides clear and fair feedback to colleagues and encourages a feedback culture within the organisation. Conduct Tactful and politically savvy in all matters relating to their role. Leads by example and operates in a transparent, open and inclusive manner. Teamwork Able to support and unblock those both within and outside of their team. Trusted adviser to own manager, and others in the senior management team. o Able to pre-empt potential conflicts, in addition to being able to manage and mediate existing conflicts. Leadership & Management Motivates and unites the team behind a common cause. Steadily able to manage team members and other people managers across all stages of team development, including the ability to deal with underperformance and conflict within the team. Designs and owns processes and procedures that allow for efficient and effective execution of work with an appropriate level of management oversight. Knowledge Wide breadth of knowledge and high-level understanding of all areas they own. Strong understanding of the wider business context in which the company and area they own operates. Delivery and Impact Ability to balance risk and complexity when devising delivery plans, accepting risk when appropriate. Establishes when to delegate, when to develop capability and when to lead initiatives directly. Thorough, credible and showing attention to detail across all areas of work. Problem Solving Solves complex or ambiguous business problems, individually or through organisational means, bringing benefit to an industry or multiple parties. Builds consensus to solutions where there is divergent opinion through negotiation and agreement. Organisation Defines the roles and responsibilities within their function. Establishes resource requirements within their function. Ownership Accountable for the results delivered by their area of the business. o Able to act independently. Planning Able to plan both strategically and tactically and brings structure and organisation to complex problems. Create processes that lead to efficient and consistent decision making. Influence Influences different areas across the company, including at senior management levels. Mentors others We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense. Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate explicitly requested or approached
Feb 15, 2026
Full time
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Product Delivery Director Locations : London, UK Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. Why You Will Love It Here! Flexibility : Hybrid Work Model Your Future: Professional Development Reimbursement including access to SS&C University Work/Life Balance: Competitive holiday scheme Your Wellbeing: Competitive benefits designed to support the wellbeing of our staff Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customised throughout your career What You Will Get To Do: Working with our agile teams to ensure the tooling, processes and ways of working are in line with our internal policies and that we are continually improving the way we are operating. This entails administering the tooling used by each of the teams, for example dashboards and associated monitoring. Promoting and being an evangelist for agile delivery practices, in addition to working in a product operating model, are an essential part of the role. Managing and leading a team of Agile Delivery Leads, providing coaching and mentorship, enabling their development. Acting as an individual contributor as an Agile Delivery Lead where appropriate. Managing the delivery process followed by each of our agile teams, including applying the right methodology to the right circumstance. In teams using scrum-style agile, this includes facilitating scrum ceremonies and coaching the team towards adoption of best practices. Managing dependencies between agile teams and other functions in technology such as Infrastructure and Cyber to optimise delivery, working with peers within Product Delivery where appropriate to ensure alignment. Partnering with colleagues in Project Management, to translate items in the delivery plan and other associated metrics into date-based milestones where appropriate, ensuring progress and any associated risks, issues and dependencies are communicated accordingly. Scheduling sprints and ensuring the agile team keep to the planned sprint cadence, building confidence and predictability, leading to better forecasting. Other Responsibilities Coordinating releases, interfacing with the Project Manager to ensure alignment. Ensure the agile team has a robust mechanism for engagement with other stakeholders, including Commercial, Cyber and Operations teams, helping set up and design these processes where required. Facilitating the carrying out of Pen tests, and other Cyber deliverables, ensuring the management of these deliverables is factored into to regular processes and planning. Ensure the agile team has appropriate mechanisms in place to visualise and forecast how work is completed, including setting Jira boards and implementing dependency tracking. Work with Product Operations to define meaningful metrics to aid successful delivery of products, encouraging the agile teams to inspect the data available and adapt accordingly. Ensure agile teams are set up with appropriate tooling to track and manage work, looking for opportunities to reduce administrative overhead and encouraging teams to be more self-sufficient. This includes providing constructive challenge where appropriate. Required Knowledge & Experience Software development lifecycle in an Agile environment Behaviour Driven Development Microsoft office suite Jira, including Jira administration ConfluenceThe business knowledge and experience required includes but is not limited to Real-life project management experience and a proven record of delivery, including experience of customer projects. Experience of Agile practices, including Scrum. Experience of mutual funds and the broader financial services industry is preferred. Agile project management, particularly where agile delivery processes are used within the context of a broader project structure. Knowledge of the Product operating model. Certified Scrum Master (CSM) or equivalent Agile certification preferred. Building and implementing SaaS products in a financial environment or other regulated industry preferred. Person Specification Communication Clear and assured communicator of their area's role within the broader company, in addition to being both an advocate for, and champion of, the team. o Communicates the corporate strategy, in addition to the priorities, targets and goals both within and outside of the team. Provides clear and fair feedback to colleagues and encourages a feedback culture within the organisation. Conduct Tactful and politically savvy in all matters relating to their role. Leads by example and operates in a transparent, open and inclusive manner. Teamwork Able to support and unblock those both within and outside of their team. Trusted adviser to own manager, and others in the senior management team. o Able to pre-empt potential conflicts, in addition to being able to manage and mediate existing conflicts. Leadership & Management Motivates and unites the team behind a common cause. Steadily able to manage team members and other people managers across all stages of team development, including the ability to deal with underperformance and conflict within the team. Designs and owns processes and procedures that allow for efficient and effective execution of work with an appropriate level of management oversight. Knowledge Wide breadth of knowledge and high-level understanding of all areas they own. Strong understanding of the wider business context in which the company and area they own operates. Delivery and Impact Ability to balance risk and complexity when devising delivery plans, accepting risk when appropriate. Establishes when to delegate, when to develop capability and when to lead initiatives directly. Thorough, credible and showing attention to detail across all areas of work. Problem Solving Solves complex or ambiguous business problems, individually or through organisational means, bringing benefit to an industry or multiple parties. Builds consensus to solutions where there is divergent opinion through negotiation and agreement. Organisation Defines the roles and responsibilities within their function. Establishes resource requirements within their function. Ownership Accountable for the results delivered by their area of the business. o Able to act independently. Planning Able to plan both strategically and tactically and brings structure and organisation to complex problems. Create processes that lead to efficient and consistent decision making. Influence Influences different areas across the company, including at senior management levels. Mentors others We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense. Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate explicitly requested or approached
Hybrid working with 2 days a week in our Edinburgh office. About us Seccl is the Octopus-owned embedded investment platform that's on a mission to helping more people to invest - and invest well. We're B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better. We've been growing fast and will scale even faster over the next few years. We're also proud to be part of Octopus, the £multi billion group that's on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Money. Check out the Seccl website for the latest on our products and our mission to shape the future of investments. The role This role is responsible for leading relationships with key firm operational teams with a focus on delivering at pace. Customer support managers own escalations, support the wider team, and ensure the seamless resolution of intricate customer problems. In order to do this, you'll have a deep understanding of firm businesses, our technology capability and our ops, product and engineering functions to ensure strong collaborative delivery. In this commercially significant role, you'll be our customers' go-to escalation point, a cross-functional problem solver and be at the forefront of spear heading delivery improvements for ongoing customer experience excellence. On a typical day you will be Leading escalations with confidence - investigating complex issues and incidents, owning the resolution process and keeping communication clear across internal teams and customers Solving problems with technical depth - digging into data, systems and workflows to identify root causes and deliver the right fix Championing collaboration - acting as the bridge between internal teams and our customer firms, ensuring we're aligned and tackling the right problems Enabling and educating - supporting frontline colleagues with guidance, contributing to knowledge articles and helping shape best practice Improving how we work - spotting recurring issues, suggesting smarter processes, and supporting the adoption of automation and tooling Staying compliant and customer-first - making sure everything we do meets regulatory requirements and delivers excellent outcomes for our firms Turning data into insights - monitoring customer health, analysing query trends and sharing findings that drive continuous improvement This role's for you if You are confident handling escalations and thrive on solving complex problems You have solid knowledge of fintech or adviser platforms and understand operational processes in financial services You are comfortable with technical detail - maybe you've worked with APIs or system integrations before You think in systems and data - turning patterns and trends into actionable improvements You are calm, clear and credible in your communication, whether with a customer or presenting to stakeholders. You are curious, collaborative and driven to make things better - for our customers, our team and our processes This role isn't for you if You rely on a lot of top-down direction. Here, you'll have a lot of freedom and ownership of your role, and you'll be expected to shape your own progression. You're not comfortable working in a fast-paced environment. Our speed and scalability are what set us apart; you need to be able to act quickly and think on your feet. You struggle to follow through on ideas. We value people who do what they say they will. If you care about something, you have the freedom here to make it happen. You don't like change. You'll get on great here if you relish the ambiguity of rapid growth and are willing to embrace uncertainty. What's in it for you We offer a generous mix of benefits for the things that really matter to our people, including: A salary between £50,000 and £65,000 - dependant on experience + reviewed annually 27 days holiday + bank holidays (some can be flexible) + day off on your birthday + three days (full time) per year for Dependant leave Two volunteering days per year Option to work abroad for up to six weeks a year Secclbrate - our recognition programme that offers a mix of flexible rewards including extra pay, additional holiday and increased learning budget Length of service award - one month paid sabbatical at eight years 6% employer pension contribution, and life assurance Private medical insurance with AXA Health Enhanced Parental leave MacBook and up to £500 home office set up budget £750 per person learning budget Health and wellbeing initiatives including free therapy via Wellness Cloud, mental health support via Headspace Strong financial wellbeing focus including access to Octopus Money, Octopus Share Incentive Plan and will writing offering via Octopus Legacy Perkbox - Flexi-points giving you a range of discounts and perks including free weekly coffee, gym and retail discounts Access to initiatives like Cycle to Work and Octopus Electric Vehicle Leasing Our culture We're proud to put people first, creating a culture where we truly listen to what matters most to them. Our transparent and inclusive environment encourages diversity of thought, challenge and experimentation. Check out our Glassdoor page for the latest reviews or our LinkedIn for company updates and insights from the team. Interview process Interviewing is a two-way thing, and we want you to have the time and opportunity to get to know us, as much as we are getting to know you. Our interviews are conversational, so come with questions and be curious. In general, you can expect the interview process to look a bit like this, (following an initial chat with one of our Talent team): First stage - 45 mins competencies-based interview with the hiring manager Second stage - one-hour technical interview or assessment Final stage - 45 mins bar-raiser culture-based interview We'll only close this role once we have enough applications for the next stage. Please submit your application as soon as possible to make sure you don't miss out and you should expect to hear back from us within one to two weeks of applying. Our aim is to build a diverse and inclusive company of awesome people, with unique skills, passions and experiences. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If this sounds like your kind of thing, we encourage you to apply even if you don't tick every box. We'd love to hear from you!
Feb 15, 2026
Full time
Hybrid working with 2 days a week in our Edinburgh office. About us Seccl is the Octopus-owned embedded investment platform that's on a mission to helping more people to invest - and invest well. We're B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better. We've been growing fast and will scale even faster over the next few years. We're also proud to be part of Octopus, the £multi billion group that's on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Money. Check out the Seccl website for the latest on our products and our mission to shape the future of investments. The role This role is responsible for leading relationships with key firm operational teams with a focus on delivering at pace. Customer support managers own escalations, support the wider team, and ensure the seamless resolution of intricate customer problems. In order to do this, you'll have a deep understanding of firm businesses, our technology capability and our ops, product and engineering functions to ensure strong collaborative delivery. In this commercially significant role, you'll be our customers' go-to escalation point, a cross-functional problem solver and be at the forefront of spear heading delivery improvements for ongoing customer experience excellence. On a typical day you will be Leading escalations with confidence - investigating complex issues and incidents, owning the resolution process and keeping communication clear across internal teams and customers Solving problems with technical depth - digging into data, systems and workflows to identify root causes and deliver the right fix Championing collaboration - acting as the bridge between internal teams and our customer firms, ensuring we're aligned and tackling the right problems Enabling and educating - supporting frontline colleagues with guidance, contributing to knowledge articles and helping shape best practice Improving how we work - spotting recurring issues, suggesting smarter processes, and supporting the adoption of automation and tooling Staying compliant and customer-first - making sure everything we do meets regulatory requirements and delivers excellent outcomes for our firms Turning data into insights - monitoring customer health, analysing query trends and sharing findings that drive continuous improvement This role's for you if You are confident handling escalations and thrive on solving complex problems You have solid knowledge of fintech or adviser platforms and understand operational processes in financial services You are comfortable with technical detail - maybe you've worked with APIs or system integrations before You think in systems and data - turning patterns and trends into actionable improvements You are calm, clear and credible in your communication, whether with a customer or presenting to stakeholders. You are curious, collaborative and driven to make things better - for our customers, our team and our processes This role isn't for you if You rely on a lot of top-down direction. Here, you'll have a lot of freedom and ownership of your role, and you'll be expected to shape your own progression. You're not comfortable working in a fast-paced environment. Our speed and scalability are what set us apart; you need to be able to act quickly and think on your feet. You struggle to follow through on ideas. We value people who do what they say they will. If you care about something, you have the freedom here to make it happen. You don't like change. You'll get on great here if you relish the ambiguity of rapid growth and are willing to embrace uncertainty. What's in it for you We offer a generous mix of benefits for the things that really matter to our people, including: A salary between £50,000 and £65,000 - dependant on experience + reviewed annually 27 days holiday + bank holidays (some can be flexible) + day off on your birthday + three days (full time) per year for Dependant leave Two volunteering days per year Option to work abroad for up to six weeks a year Secclbrate - our recognition programme that offers a mix of flexible rewards including extra pay, additional holiday and increased learning budget Length of service award - one month paid sabbatical at eight years 6% employer pension contribution, and life assurance Private medical insurance with AXA Health Enhanced Parental leave MacBook and up to £500 home office set up budget £750 per person learning budget Health and wellbeing initiatives including free therapy via Wellness Cloud, mental health support via Headspace Strong financial wellbeing focus including access to Octopus Money, Octopus Share Incentive Plan and will writing offering via Octopus Legacy Perkbox - Flexi-points giving you a range of discounts and perks including free weekly coffee, gym and retail discounts Access to initiatives like Cycle to Work and Octopus Electric Vehicle Leasing Our culture We're proud to put people first, creating a culture where we truly listen to what matters most to them. Our transparent and inclusive environment encourages diversity of thought, challenge and experimentation. Check out our Glassdoor page for the latest reviews or our LinkedIn for company updates and insights from the team. Interview process Interviewing is a two-way thing, and we want you to have the time and opportunity to get to know us, as much as we are getting to know you. Our interviews are conversational, so come with questions and be curious. In general, you can expect the interview process to look a bit like this, (following an initial chat with one of our Talent team): First stage - 45 mins competencies-based interview with the hiring manager Second stage - one-hour technical interview or assessment Final stage - 45 mins bar-raiser culture-based interview We'll only close this role once we have enough applications for the next stage. Please submit your application as soon as possible to make sure you don't miss out and you should expect to hear back from us within one to two weeks of applying. Our aim is to build a diverse and inclusive company of awesome people, with unique skills, passions and experiences. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. If this sounds like your kind of thing, we encourage you to apply even if you don't tick every box. We'd love to hear from you!
End Date Tuesday 24 February 2026 Salary Range £0 - £0 Flexible Working Options Hybrid Working, Job Share Job Description Summary . Job Description JOB TITLE: Head of PRA Regulatory Affairs LOCATION(S): London, Edinburgh, Bristol, Leeds, Birmingham, Halifax, Cardiff HOURS: Full-time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites About this opportunity No day in Conduct, Compliance and Operational Risk (CCOR) is the same. We engage right across the Group, advising on ways to improve how we keep the Bank safe, delight our customers and Help Britain Prosper. This means we work closely as a collaborative team and spend a lot of our time looking at different areas of the Bank and analysing data to help our teams and businesses. We're a diverse group of people, who come from many different backgrounds. Whilst we celebrate these differences, we share a common vision to offer new insight, support and challenge to senior management. CCOR provides independent assurance to the Board and GEC, that the control framework is effective, and that the Group takes reasonable steps to comply with its regulatory obligations. We're looking for a Head of PRA Regulatory Affairs to ensure successful delivery of the Group's Regulatory Strategy. This role acts as a central point of contact for regulators, serving as conduit for identifying, escalating, and mitigating areas of regulatory risk. What you'll be doing : Support the Director in achieving the Group's ambitions around Regulatory Engagement, helping to lead the day-to-day relationship with the PRA and delivering the Group's Regulatory Strategy. Acting as a trusted adviser for business contacts to ensure regulatory interactions are successful. Learn from internal and external sources to evolve LBG's engagement to meet regulatory expectations. Prepare briefings, MI and Reports that provide senior management and the Board with latest positions on key hot topics, as well as key messages Influence business decision-making by providing insight, control and thought leadership.If you think all banks are the same, you'd be wrong. We're an innovative, fast-changing business that's shaping finance as a force for good. A bank that's empowering its people to innovate, explore possibilities and grow with purpose. What you'll need : Previous experience working with/or at banking Regulators, and a strong understanding of the UK Regulatory environment. Experience of producing high quality written content in the form of board papers and briefing etc. Being an adopter of change and embracing transformation. Leading a team of colleagues and transforming ways of working Senior partner relationship management A passion for compliance risk and a comprehensive understanding of emerging regulatory, customer and industry expectations and requirements. Exhibits a good knowledge of the Financial Services industry, its key drivers and our competitors. An understanding of LBG's high level business strategy and priorities. Has the ability to influence with impact, shaping the opinions and actions of key partners, gaining their trust and commitment to the desired outcome and demonstrates an ability to build strong partner relationships both internally and externally. Has a thirst to improve, embrace new challenges and work flexibly, maintaining an understanding of emerging risks and areas of regulatory focus as they emerge and evolve. About working for us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident. So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference. With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.
Feb 15, 2026
Full time
End Date Tuesday 24 February 2026 Salary Range £0 - £0 Flexible Working Options Hybrid Working, Job Share Job Description Summary . Job Description JOB TITLE: Head of PRA Regulatory Affairs LOCATION(S): London, Edinburgh, Bristol, Leeds, Birmingham, Halifax, Cardiff HOURS: Full-time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites About this opportunity No day in Conduct, Compliance and Operational Risk (CCOR) is the same. We engage right across the Group, advising on ways to improve how we keep the Bank safe, delight our customers and Help Britain Prosper. This means we work closely as a collaborative team and spend a lot of our time looking at different areas of the Bank and analysing data to help our teams and businesses. We're a diverse group of people, who come from many different backgrounds. Whilst we celebrate these differences, we share a common vision to offer new insight, support and challenge to senior management. CCOR provides independent assurance to the Board and GEC, that the control framework is effective, and that the Group takes reasonable steps to comply with its regulatory obligations. We're looking for a Head of PRA Regulatory Affairs to ensure successful delivery of the Group's Regulatory Strategy. This role acts as a central point of contact for regulators, serving as conduit for identifying, escalating, and mitigating areas of regulatory risk. What you'll be doing : Support the Director in achieving the Group's ambitions around Regulatory Engagement, helping to lead the day-to-day relationship with the PRA and delivering the Group's Regulatory Strategy. Acting as a trusted adviser for business contacts to ensure regulatory interactions are successful. Learn from internal and external sources to evolve LBG's engagement to meet regulatory expectations. Prepare briefings, MI and Reports that provide senior management and the Board with latest positions on key hot topics, as well as key messages Influence business decision-making by providing insight, control and thought leadership.If you think all banks are the same, you'd be wrong. We're an innovative, fast-changing business that's shaping finance as a force for good. A bank that's empowering its people to innovate, explore possibilities and grow with purpose. What you'll need : Previous experience working with/or at banking Regulators, and a strong understanding of the UK Regulatory environment. Experience of producing high quality written content in the form of board papers and briefing etc. Being an adopter of change and embracing transformation. Leading a team of colleagues and transforming ways of working Senior partner relationship management A passion for compliance risk and a comprehensive understanding of emerging regulatory, customer and industry expectations and requirements. Exhibits a good knowledge of the Financial Services industry, its key drivers and our competitors. An understanding of LBG's high level business strategy and priorities. Has the ability to influence with impact, shaping the opinions and actions of key partners, gaining their trust and commitment to the desired outcome and demonstrates an ability to build strong partner relationships both internally and externally. Has a thirst to improve, embrace new challenges and work flexibly, maintaining an understanding of emerging risks and areas of regulatory focus as they emerge and evolve. About working for us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident. So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference. With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.
End Date Tuesday 24 February 2026 Salary Range £0 - £0 Flexible Working Options Hybrid Working, Job Share Job Description Summary . Job Description JOB TITLE: Head of FCA Regulatory Affairs LOCATION(S): London, Edinburgh, Bristol, Leeds, Birmingham, Cardiff HOURS: Full-time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites About this opportunity No day in Conduct, Compliance and Operational Risk (CCOR) is the same. We engage right across the Group, advising on ways to improve how we keep the Bank safe, delight our customers and Help Britain Prosper. This means we work closely as a collaborative team and spend a lot of our time looking at different areas of the Bank and analysing data to help our teams and businesses. We're a diverse group of people, who come from many different backgrounds. Whilst we celebrate these differences, we share a common vision to offer new insight, support and challenge to senior management. CCOR provides independent assurance to the Board and GEC, that the control framework is effective, and that the Group takes reasonable steps to comply with its regulatory obligations. We're looking for a Head of FCA Regulatory Affairs to ensure successful delivery of the Group's Regulatory Strategy. This role acts as a central point of contact for regulators, serving as conduit for identifying, escalating, and mitigating areas of regulatory risk.If you think all banks are the same, you'd be wrong. We're an innovative, fast-changing business that's shaping finance as a force for good. A bank that's empowering its people to innovate, explore possibilities and grow with purpose. What you'll be doing : Support the Director in achieving the Group's ambitions around Regulatory Engagement, helping to lead the day-to-day relationship with the FCA and delivering the Group's Regulatory Strategy. Acting as a trusted adviser for business contacts to ensure regulatory interactions are successful. Learn from internal and external sources to evolve LBG's engagement to meet regulatory expectations. Prepare briefings, MI and Reports that provide senior management and the Board with latest positions on key hot topics, as well as key messages Influence business decision-making by providing insight, control and thought leadership. What you'll need : Previous experience working with/or at banking Regulators, and a strong understanding of the UK Regulatory environment. Experience of producing high quality written content in the form of board papers and briefing etc. Being an adopter of change and embracing transformation. Leading a team of colleagues and transforming ways of working Senior partner relationship management A passion for compliance risk and a comprehensive understanding of emerging regulatory, customer and industry expectations and requirements. Exhibits a good knowledge of the Financial Services industry, its key drivers and our competitors. An understanding of LBG's high level business strategy and priorities. Has the ability to influence with impact, shaping the opinions and actions of key partners, gaining their trust and commitment to the desired outcome and demonstrates an ability to build strong partner relationships both internally and externally. Has a thirst to improve, embrace new challenges and work flexibly, maintaining an understanding of emerging risks and areas of regulatory focus as they emerge and evolve. About working for us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident. So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference. With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.
Feb 15, 2026
Full time
End Date Tuesday 24 February 2026 Salary Range £0 - £0 Flexible Working Options Hybrid Working, Job Share Job Description Summary . Job Description JOB TITLE: Head of FCA Regulatory Affairs LOCATION(S): London, Edinburgh, Bristol, Leeds, Birmingham, Cardiff HOURS: Full-time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites About this opportunity No day in Conduct, Compliance and Operational Risk (CCOR) is the same. We engage right across the Group, advising on ways to improve how we keep the Bank safe, delight our customers and Help Britain Prosper. This means we work closely as a collaborative team and spend a lot of our time looking at different areas of the Bank and analysing data to help our teams and businesses. We're a diverse group of people, who come from many different backgrounds. Whilst we celebrate these differences, we share a common vision to offer new insight, support and challenge to senior management. CCOR provides independent assurance to the Board and GEC, that the control framework is effective, and that the Group takes reasonable steps to comply with its regulatory obligations. We're looking for a Head of FCA Regulatory Affairs to ensure successful delivery of the Group's Regulatory Strategy. This role acts as a central point of contact for regulators, serving as conduit for identifying, escalating, and mitigating areas of regulatory risk.If you think all banks are the same, you'd be wrong. We're an innovative, fast-changing business that's shaping finance as a force for good. A bank that's empowering its people to innovate, explore possibilities and grow with purpose. What you'll be doing : Support the Director in achieving the Group's ambitions around Regulatory Engagement, helping to lead the day-to-day relationship with the FCA and delivering the Group's Regulatory Strategy. Acting as a trusted adviser for business contacts to ensure regulatory interactions are successful. Learn from internal and external sources to evolve LBG's engagement to meet regulatory expectations. Prepare briefings, MI and Reports that provide senior management and the Board with latest positions on key hot topics, as well as key messages Influence business decision-making by providing insight, control and thought leadership. What you'll need : Previous experience working with/or at banking Regulators, and a strong understanding of the UK Regulatory environment. Experience of producing high quality written content in the form of board papers and briefing etc. Being an adopter of change and embracing transformation. Leading a team of colleagues and transforming ways of working Senior partner relationship management A passion for compliance risk and a comprehensive understanding of emerging regulatory, customer and industry expectations and requirements. Exhibits a good knowledge of the Financial Services industry, its key drivers and our competitors. An understanding of LBG's high level business strategy and priorities. Has the ability to influence with impact, shaping the opinions and actions of key partners, gaining their trust and commitment to the desired outcome and demonstrates an ability to build strong partner relationships both internally and externally. Has a thirst to improve, embrace new challenges and work flexibly, maintaining an understanding of emerging risks and areas of regulatory focus as they emerge and evolve. About working for us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident. So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days' holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference. With 320 years under our belt, we're used to change, and today is no different. Join us and help drive this change, shaping the future of finance whilst working at pace to deliver for our customers.Here, you'll do the best work of your career. Your impact will be amplified by our scale as you learn and develop, gaining skills for the future.
Head of Operational Redress 2 year Fixed Term Contract Must be flexible on travelling to their Cardiff office. We're supporting one of our long-term clients in their search for a Head of Operational Redress to join their FCA Redress Scheme team on a 2-year fixed term contract. In this key role, you'll oversee the end-to-end operational delivery of a largescale Motor Finance Commissions redress scheme, delivered through a third-party partner. This is a pivotal position and is designated as an SMC regulated role under the SMCR framework. What you'll be doing As Head of Operational Redress, you will guide the successful delivery of the scheme by: Overseeing the end-to-end redress operation managed by a third-party vendor. Managing performance, governance, risks, and customer outcomes. Setting clear SLAs and KPIs and supporting continuous improvement using MI and feedback. Ensuring full compliance with FCA, DISP and Consumer Duty requirements. Translating regulatory and legal guidance into practical and effective operational processes. Shaping fair, accessible and supportive customer journeys and communications. Monitoring capacity, volumes and backlogs to ensure scheme timelines are met. Leading operational governance forums and reviewing key risks. Raising issues promptly with well-reasoned recommendations.Ensuring accurate financial and reporting processes related to redress activities. Supporting engagement with the FCA and other external stakeholders. Promoting a culture focused on customer fairness, robust controls and continuous improvement. Who we're looking for This role is suited to someone with senior experience in operations or remediation and sound knowledge of regulatory environments. You'll bring: Experience delivering regulated redress, remediation or compensation programmes. Strong understanding of Motor Finance products and commission structures. In-depth knowledge of FCA and DISP rules. Background in overseeing vendors or outsourced operations. Effective stakeholder management skills across Legal, Risk, Compliance and senior leadership teams. Excellent analytical capability using MI, QA and customer data. Clear and effective communication skills. A calm, adaptable and collaborative approach. Degree level education or equivalent professional experience (project or complaints related training welcomed). Why join us? Lead one of the most important operational programmes in our organisation. Shape processes, controls and customer journeys within a major redress initiative. Work closely with senior leaders, advisers and regulators. Build experience that can support progression into senior Operations or Programme Leadership roles. Further details upon application Refer a friend and earn a retail voucher worth up to £500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
Feb 15, 2026
Full time
Head of Operational Redress 2 year Fixed Term Contract Must be flexible on travelling to their Cardiff office. We're supporting one of our long-term clients in their search for a Head of Operational Redress to join their FCA Redress Scheme team on a 2-year fixed term contract. In this key role, you'll oversee the end-to-end operational delivery of a largescale Motor Finance Commissions redress scheme, delivered through a third-party partner. This is a pivotal position and is designated as an SMC regulated role under the SMCR framework. What you'll be doing As Head of Operational Redress, you will guide the successful delivery of the scheme by: Overseeing the end-to-end redress operation managed by a third-party vendor. Managing performance, governance, risks, and customer outcomes. Setting clear SLAs and KPIs and supporting continuous improvement using MI and feedback. Ensuring full compliance with FCA, DISP and Consumer Duty requirements. Translating regulatory and legal guidance into practical and effective operational processes. Shaping fair, accessible and supportive customer journeys and communications. Monitoring capacity, volumes and backlogs to ensure scheme timelines are met. Leading operational governance forums and reviewing key risks. Raising issues promptly with well-reasoned recommendations.Ensuring accurate financial and reporting processes related to redress activities. Supporting engagement with the FCA and other external stakeholders. Promoting a culture focused on customer fairness, robust controls and continuous improvement. Who we're looking for This role is suited to someone with senior experience in operations or remediation and sound knowledge of regulatory environments. You'll bring: Experience delivering regulated redress, remediation or compensation programmes. Strong understanding of Motor Finance products and commission structures. In-depth knowledge of FCA and DISP rules. Background in overseeing vendors or outsourced operations. Effective stakeholder management skills across Legal, Risk, Compliance and senior leadership teams. Excellent analytical capability using MI, QA and customer data. Clear and effective communication skills. A calm, adaptable and collaborative approach. Degree level education or equivalent professional experience (project or complaints related training welcomed). Why join us? Lead one of the most important operational programmes in our organisation. Shape processes, controls and customer journeys within a major redress initiative. Work closely with senior leaders, advisers and regulators. Build experience that can support progression into senior Operations or Programme Leadership roles. Further details upon application Refer a friend and earn a retail voucher worth up to £500! Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
