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CV Screen Ltd
Mortgage Compliance Supervisor
CV Screen Ltd Luton, Bedfordshire
Mortgage Compliance Supervisor Luton Salary up to £40,000 + Remote Working CV Screen is recruiting for a Mortgage Compliance Supervisor to join a growing financial services organisation supporting a network of advisers. This is a fantastic opportunity to join a professional, forward-thinking business committed to high compliance standards and strong client outcomes click apply for full job details
Apr 26, 2026
Full time
Mortgage Compliance Supervisor Luton Salary up to £40,000 + Remote Working CV Screen is recruiting for a Mortgage Compliance Supervisor to join a growing financial services organisation supporting a network of advisers. This is a fantastic opportunity to join a professional, forward-thinking business committed to high compliance standards and strong client outcomes click apply for full job details
Premier Jobs UK Limited
Paraplanner
Premier Jobs UK Limited Sale, Cheshire
Are you an experienced Paraplanner looking for a role where your technical skills genuinely shape the quality of financial advice delivered to clients? This Paraplanner job offers the chance to join an expanding wealth division, supporting highly experienced Advisers while becoming an integral part of a professional, forward-thinking firm click apply for full job details
Apr 26, 2026
Full time
Are you an experienced Paraplanner looking for a role where your technical skills genuinely shape the quality of financial advice delivered to clients? This Paraplanner job offers the chance to join an expanding wealth division, supporting highly experienced Advisers while becoming an integral part of a professional, forward-thinking firm click apply for full job details
CV Elite Ltd
Financial Adviser
CV Elite Ltd Christchurch, Dorset
I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and s click apply for full job details
Apr 26, 2026
Full time
I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and s click apply for full job details
Independent Financial Adviser
Employment Specialists Cambridge, Cambridgeshire
We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships click apply for full job details
Apr 26, 2026
Full time
We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships click apply for full job details
Independent Financial Adviser
Employment Specialists Ipswich, Suffolk
We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships click apply for full job details
Apr 26, 2026
Full time
We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships click apply for full job details
Resource Matters Ltd
Financial Planner (Remote)
Resource Matters Ltd Bromley, London
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 26, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Resource Matters Ltd
Financial Planner (Remote)
Resource Matters Ltd Leicester, Leicestershire
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 26, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Financial Services Administrator (Part-time)
Burgh Recruitment Limited Ilkley, Yorkshire
Financial Services Administrator (Part-time) Location Ilkley, Leeds (LS29) Salary - £35,000 FTE Hours: 25-30 per week, hybrid working (in office and working from home) Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in t click apply for full job details
Apr 25, 2026
Full time
Financial Services Administrator (Part-time) Location Ilkley, Leeds (LS29) Salary - £35,000 FTE Hours: 25-30 per week, hybrid working (in office and working from home) Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in t click apply for full job details
Resource Matters Ltd
Financial Planner (Remote)
Resource Matters Ltd Newcastle Upon Tyne, Tyne And Wear
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 25, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Resource Matters Ltd
Financial Planner (Remote)
Resource Matters Ltd Milton Keynes, Buckinghamshire
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 25, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Resource Matters Ltd
Financial Planner (Remote)
Resource Matters Ltd Canterbury, Kent
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 25, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Client Service Executive
Rathbone Brothers
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Role Title: Client Service Executive Location: Glasgow Contract: Permanent Working pattern: Hybrid About the Role Working as part of our Financial Planning Client Team in the Glasgow office, you'll play a key role in delivering an outstanding, joined up service to our clients. You'll coordinate client work from start to finish, ensuring everything agreed is delivered accurately, on time and to the high standards our clients expect. It's a role where attention to detail, ownership and collaboration really matter, and where your contribution is visible and valued. This position offers an excellent foundation for a long term career in wealth management. You'll receive full training and exam support to progress towards the Diploma in Financial Planning, alongside paid study leave, helping you build both technical knowledge and professional confidence. Through close exposure to experienced colleagues and advisers, you'll develop a strong understanding of financial planning and client relationships. As your experience grows, so do your opportunities. There are clear development pathways and genuine scope to progress into paraplanning, financial planning or other specialist roles across the wider business, depending on your interests and strengths. Rathbones is committed to supporting internal progression and enabling people to grow their careers over time. Alongside your development, you'll benefit from flexible hybrid working, allowing you to split your time between home and the office. You'll also join a friendly, sociable and supportive team, with a positive culture that includes regular team lunches and a collaborative working environment. What you'll be responsible for Proactively engage with clients to update them on matters in hand (within MiFID II procedures) Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient manner Remind Financial Planners and schedule Annual Reviews as they fall due Coordinate work with FPs, Paraplanner and others in the delivery of service to clients Effectively manage workloads Provision of administrative support to Financial Planners Maintain client records and internal CRM systems in accordance with the firm's procedures Follow all regulatory requirements including internal procedures and training for AML, complaints and MiFID II Process new business applications and supporting documentation accurately ensuring feedback is given to clients and FPs plus timescales are met Support relationships with Investment Managers, Clients, external providers and all other stakeholders Keep up with and participate in regular Model Office team communications and meetings and complete actions in a timely manner Provide similar support to other offices or teams when cover is required as decided by line manager About you If you meet some of these criteria and are excited about the role, we encourage you to apply. Understanding and knowledge of client and Investment Managers' expectations ideal, but not essential. High standard of accuracy and attention to detail. Able to apply compliance knowledge. Time management. Ability to work with multiple Financial Planners and set and review priorities. Ability to organise self and others. Competence when using Microsoft Office packages, Word (Advanced) and Excel (Intermediate) and other RFP packages. A good understanding of Financial Services administration practices. DFM knowledge would be beneficial for not essential. Experience in similar role where the above skills were in evidence and used frequently - ideal, but not essential. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Student travel ticket loans Other voluntary benefits you can choose to suit you Social & Community Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include: Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more. Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause and Armed Forces. The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Disability Confident Employer (level 2) under the UK Government scheme. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need. Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Apr 25, 2026
Full time
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Role Title: Client Service Executive Location: Glasgow Contract: Permanent Working pattern: Hybrid About the Role Working as part of our Financial Planning Client Team in the Glasgow office, you'll play a key role in delivering an outstanding, joined up service to our clients. You'll coordinate client work from start to finish, ensuring everything agreed is delivered accurately, on time and to the high standards our clients expect. It's a role where attention to detail, ownership and collaboration really matter, and where your contribution is visible and valued. This position offers an excellent foundation for a long term career in wealth management. You'll receive full training and exam support to progress towards the Diploma in Financial Planning, alongside paid study leave, helping you build both technical knowledge and professional confidence. Through close exposure to experienced colleagues and advisers, you'll develop a strong understanding of financial planning and client relationships. As your experience grows, so do your opportunities. There are clear development pathways and genuine scope to progress into paraplanning, financial planning or other specialist roles across the wider business, depending on your interests and strengths. Rathbones is committed to supporting internal progression and enabling people to grow their careers over time. Alongside your development, you'll benefit from flexible hybrid working, allowing you to split your time between home and the office. You'll also join a friendly, sociable and supportive team, with a positive culture that includes regular team lunches and a collaborative working environment. What you'll be responsible for Proactively engage with clients to update them on matters in hand (within MiFID II procedures) Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient manner Remind Financial Planners and schedule Annual Reviews as they fall due Coordinate work with FPs, Paraplanner and others in the delivery of service to clients Effectively manage workloads Provision of administrative support to Financial Planners Maintain client records and internal CRM systems in accordance with the firm's procedures Follow all regulatory requirements including internal procedures and training for AML, complaints and MiFID II Process new business applications and supporting documentation accurately ensuring feedback is given to clients and FPs plus timescales are met Support relationships with Investment Managers, Clients, external providers and all other stakeholders Keep up with and participate in regular Model Office team communications and meetings and complete actions in a timely manner Provide similar support to other offices or teams when cover is required as decided by line manager About you If you meet some of these criteria and are excited about the role, we encourage you to apply. Understanding and knowledge of client and Investment Managers' expectations ideal, but not essential. High standard of accuracy and attention to detail. Able to apply compliance knowledge. Time management. Ability to work with multiple Financial Planners and set and review priorities. Ability to organise self and others. Competence when using Microsoft Office packages, Word (Advanced) and Excel (Intermediate) and other RFP packages. A good understanding of Financial Services administration practices. DFM knowledge would be beneficial for not essential. Experience in similar role where the above skills were in evidence and used frequently - ideal, but not essential. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Student travel ticket loans Other voluntary benefits you can choose to suit you Social & Community Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include: Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more. Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause and Armed Forces. The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Disability Confident Employer (level 2) under the UK Government scheme. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need. Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Clear IT Recruitment
Senior Paraplanner
Clear IT Recruitment Knaphill, Surrey
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Apr 25, 2026
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Premier Jobs UK Limited
Financial Advisor
Premier Jobs UK Limited Coventry, Warwickshire
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. Youll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management click apply for full job details
Apr 25, 2026
Full time
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. Youll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management click apply for full job details
Resource Matters Ltd
Financial Adviser
Resource Matters Ltd
We are pleased to present an exciting home-based Financial Adviser opportunity, covering Swansea, Cardiff and Newport. Youll provide high-quality, holistic financial planning in a specialist market, with strong back-office support from an established Head Office and regional team. The role offers an employed package with a negotiable basic salary, car allowance and a competitive benefits suite click apply for full job details
Apr 25, 2026
Full time
We are pleased to present an exciting home-based Financial Adviser opportunity, covering Swansea, Cardiff and Newport. Youll provide high-quality, holistic financial planning in a specialist market, with strong back-office support from an established Head Office and regional team. The role offers an employed package with a negotiable basic salary, car allowance and a competitive benefits suite click apply for full job details
Financial Services Administrator
One Ten Associates Ltd Fleet, Hampshire
We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients Booking annual review meetings Raising new business invoices Managing the pipeline efficiently and overseeing cases through to completion Handling new business queries from Advisers, clients, and providers The ideal candidate will have: Previous Financial Services experience Excellent planning and organisational skills, with strong attention to detail A professional and friendly telephone manner, with the ability to build rapport with clients Strong time management skills A collaborative approach and the ability to work effectively as part of a team Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
Apr 25, 2026
Full time
We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include: Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients Booking annual review meetings Raising new business invoices Managing the pipeline efficiently and overseeing cases through to completion Handling new business queries from Advisers, clients, and providers The ideal candidate will have: Previous Financial Services experience Excellent planning and organisational skills, with strong attention to detail A professional and friendly telephone manner, with the ability to build rapport with clients Strong time management skills A collaborative approach and the ability to work effectively as part of a team Proficiency in MS Word and Excel Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
Hatched Recruitment Group
Customer Operations Advisor
Hatched Recruitment Group Claygate, Surrey
Customer Operations Advisor A local authority is recruiting a Customer Operations Adviser to deliver high-quality, customer-focused services. You will handle enquiries across multiple channels, aiming to resolve issues at first contact while supporting a wide range of administrative processes. Key Responsibilities Deliver excellent customer service across phone, email and other channels Resolve enquiries at first point of contact wherever possible Process administrative tasks, including work with financial and legislative implications Provide accurate advice to benefits customers to support timely claims Maintain accurate records using internal systems Work with internal teams and partners to resolve customer issues Support vulnerable customers where required Contribute to service improvements and work flexibly within the team Requirements Essential GCSEs or equivalent Experience in telephone-based customer service Experience working in a fast-paced environment Strong communication and problem-solving skills Good IT skills and accurate data entry Ability to work independently and meet deadlines Desirable Customer service training or qualification Administrative experience Basic financial knowledge Additional Information Basic DBS required due to contact with vulnerable customers 12 week's contract with potential extension Fully office-based
Apr 25, 2026
Seasonal
Customer Operations Advisor A local authority is recruiting a Customer Operations Adviser to deliver high-quality, customer-focused services. You will handle enquiries across multiple channels, aiming to resolve issues at first contact while supporting a wide range of administrative processes. Key Responsibilities Deliver excellent customer service across phone, email and other channels Resolve enquiries at first point of contact wherever possible Process administrative tasks, including work with financial and legislative implications Provide accurate advice to benefits customers to support timely claims Maintain accurate records using internal systems Work with internal teams and partners to resolve customer issues Support vulnerable customers where required Contribute to service improvements and work flexibly within the team Requirements Essential GCSEs or equivalent Experience in telephone-based customer service Experience working in a fast-paced environment Strong communication and problem-solving skills Good IT skills and accurate data entry Ability to work independently and meet deadlines Desirable Customer service training or qualification Administrative experience Basic financial knowledge Additional Information Basic DBS required due to contact with vulnerable customers 12 week's contract with potential extension Fully office-based
Stonewater
Group Director of Governance & Assurance and Company Secretary
Stonewater
Group Director of Governance & Assurance And Company Secretary Stonewater Stonewater is one of the UK's leading social housing providers. We manage around 40,000 homes for more than 93,000 customers and are financially strong, ambitious and values driven. With a long term A+ credit rating and a G1/V2 governance and viability rating, we are a major national provider with a clear social purpose and a complex, growing group structure. As we deliver our Strategic Plan to 2030, we are undertaking significant and complex work to deliver our three core objectives: Customer-centred services - providing customer-centred services that are proactive and efficient, and that help us to retain and attract customers. Quality homes and neighbourhoods - we will supply, manage, and maintain homes and neighbourhoods that are safe, connected, efficient, affordable, and flexible. Maximising value - we will maximise the value we provide to our customers and communities through decision making and initiatives that support environmental and social sustainability. Against an increasingly challenging regulatory and operating environment, the Director of Governance & Assurance and Company Secretary will be a trusted adviser to our Board and Executive, and a key enabler of confident, well judged leadership across the Group. We are seeking a highly credible governance professional with senior company secretarial experience in a large, complex and regulated environment. You will bring a strong understanding of company, charity and community benefit society law, regulatory frameworks relevant to registered providers, and experience of strategic planning, performance and risk management. This is a unique, organisation wide role, combining Company Secretary to the Stonewater Group with Senior Risk Officer responsibility. Reporting to the Chief Finance Officer, with independent access to the Board Chair, Chief Executive and Risk & Assurance Committee Chair, you will ensure Stonewater and its subsidiaries operate within legal, regulatory and constitutional requirements, and that robust decision making, risk management and assurance arrangements are in place across the Group. Calm, authoritative and collaborative, able to build effective relationships, you will be a trusted adviser to the Chair, Board and non executives, providing high quality governance support, insight and challenge, across the Board, executive and wider organisation. This is a rare opportunity to shape and safeguard the governance of one of the sector's most forward thinking housing organisations, ensuring Stonewater continues to operate with excellence, probity and ambition as it delivers for customers and communities. For further information please click Apply or for a confidential conversation call. Jude Watters on / Simon Wing on / Rosie Gunn on / Closing date: 9am Thursday 14th May 2026
Apr 25, 2026
Full time
Group Director of Governance & Assurance And Company Secretary Stonewater Stonewater is one of the UK's leading social housing providers. We manage around 40,000 homes for more than 93,000 customers and are financially strong, ambitious and values driven. With a long term A+ credit rating and a G1/V2 governance and viability rating, we are a major national provider with a clear social purpose and a complex, growing group structure. As we deliver our Strategic Plan to 2030, we are undertaking significant and complex work to deliver our three core objectives: Customer-centred services - providing customer-centred services that are proactive and efficient, and that help us to retain and attract customers. Quality homes and neighbourhoods - we will supply, manage, and maintain homes and neighbourhoods that are safe, connected, efficient, affordable, and flexible. Maximising value - we will maximise the value we provide to our customers and communities through decision making and initiatives that support environmental and social sustainability. Against an increasingly challenging regulatory and operating environment, the Director of Governance & Assurance and Company Secretary will be a trusted adviser to our Board and Executive, and a key enabler of confident, well judged leadership across the Group. We are seeking a highly credible governance professional with senior company secretarial experience in a large, complex and regulated environment. You will bring a strong understanding of company, charity and community benefit society law, regulatory frameworks relevant to registered providers, and experience of strategic planning, performance and risk management. This is a unique, organisation wide role, combining Company Secretary to the Stonewater Group with Senior Risk Officer responsibility. Reporting to the Chief Finance Officer, with independent access to the Board Chair, Chief Executive and Risk & Assurance Committee Chair, you will ensure Stonewater and its subsidiaries operate within legal, regulatory and constitutional requirements, and that robust decision making, risk management and assurance arrangements are in place across the Group. Calm, authoritative and collaborative, able to build effective relationships, you will be a trusted adviser to the Chair, Board and non executives, providing high quality governance support, insight and challenge, across the Board, executive and wider organisation. This is a rare opportunity to shape and safeguard the governance of one of the sector's most forward thinking housing organisations, ensuring Stonewater continues to operate with excellence, probity and ambition as it delivers for customers and communities. For further information please click Apply or for a confidential conversation call. Jude Watters on / Simon Wing on / Rosie Gunn on / Closing date: 9am Thursday 14th May 2026
Ambition Europe Limited
Management Accountant
Ambition Europe Limited
An international law firm is seeking a Management Accountant to join its London finance team. This is a broad, hands-on role combining core financial control, management reporting, and multi-jurisdictional support across the global offices. The position offers excellent exposure to senior stakeholders and the opportunity to work in a collaborative, high-performing legal services environment. Key Responsibilities as the Management Accountant General Ledger & Month-End Close (London) Own and deliver month-end close activities in line with firm policies and accounting standards Maintain the general ledger, including journals, intercompany postings, and reclassifications Prepare balance sheet reconciliations and resolve reconciling items promptly Produce and analyse P&L and balance sheets, investigating variances and trends Support cash management activities such as bank reconciliations and payment runs Management Accounting & Reporting Support budgeting and forecasting cycles Produce cost centre reporting for budget owners and assist with financial queries Translate financial data into clear, meaningful commentary for non-finance stakeholders European Accounting & Tax Coordination Coordinate local tax compliance with external advisers (VAT, payroll-related filings, statutory requirements) Provide accounting support for European offices, including journals, reconciliations, invoice coding, and vendor queries Act as Finance point of contact for statutory accounts and audit processes Ensure accurate intercompany accounting and cost allocations Client Accounts & Compliance Support compliance with client money regulations and internal accounting policies Assist with client account reconciliations and monitoring of residual balances Support client-to-office transfers, disbursements, billing, and receipts Prepare documentation for audits and compliance reviews Maintain strong process documentation and contribute to continuous control improvement Skills & Experience needed for the Management Accountant Qualified Accountant (ACA / ACCA / CIMA or equivalent) Strong experience in general ledger accounting and month-end close Background in professional services strongly preferred (law firm experience advantageous) Solid management accounting skills, including variance analysis and reporting Advanced Excel skills and confidence using finance systems / ERPs Detail-oriented, control-focused, and highly organised Confident communicator with the ability to partner effectively with non-finance stakeholders Why Apply? This role is ideal for a proactive accountant who enjoys ownership, variety, and working in a structured, fast-paced law firm environment. It offers meaningful responsibility, international exposure, and the chance to develop a long-term career within legal services. If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Apr 24, 2026
Full time
An international law firm is seeking a Management Accountant to join its London finance team. This is a broad, hands-on role combining core financial control, management reporting, and multi-jurisdictional support across the global offices. The position offers excellent exposure to senior stakeholders and the opportunity to work in a collaborative, high-performing legal services environment. Key Responsibilities as the Management Accountant General Ledger & Month-End Close (London) Own and deliver month-end close activities in line with firm policies and accounting standards Maintain the general ledger, including journals, intercompany postings, and reclassifications Prepare balance sheet reconciliations and resolve reconciling items promptly Produce and analyse P&L and balance sheets, investigating variances and trends Support cash management activities such as bank reconciliations and payment runs Management Accounting & Reporting Support budgeting and forecasting cycles Produce cost centre reporting for budget owners and assist with financial queries Translate financial data into clear, meaningful commentary for non-finance stakeholders European Accounting & Tax Coordination Coordinate local tax compliance with external advisers (VAT, payroll-related filings, statutory requirements) Provide accounting support for European offices, including journals, reconciliations, invoice coding, and vendor queries Act as Finance point of contact for statutory accounts and audit processes Ensure accurate intercompany accounting and cost allocations Client Accounts & Compliance Support compliance with client money regulations and internal accounting policies Assist with client account reconciliations and monitoring of residual balances Support client-to-office transfers, disbursements, billing, and receipts Prepare documentation for audits and compliance reviews Maintain strong process documentation and contribute to continuous control improvement Skills & Experience needed for the Management Accountant Qualified Accountant (ACA / ACCA / CIMA or equivalent) Strong experience in general ledger accounting and month-end close Background in professional services strongly preferred (law firm experience advantageous) Solid management accounting skills, including variance analysis and reporting Advanced Excel skills and confidence using finance systems / ERPs Detail-oriented, control-focused, and highly organised Confident communicator with the ability to partner effectively with non-finance stakeholders Why Apply? This role is ideal for a proactive accountant who enjoys ownership, variety, and working in a structured, fast-paced law firm environment. It offers meaningful responsibility, international exposure, and the chance to develop a long-term career within legal services. If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.
Employee Benefit Adviser FCA Regulated Competitive Salary
The Administration Hub Limited Fareham, Hampshire
Employee Benefits Adviser - FCA Regulated This is an FCA-regulated advisory role. Applicants must have experience providing regulated employee benefits advice. HR or benefits administration experience alone is not sufficient. Location:Solent P015 7FX Hours:Full-time, 37.5 hours Qualification Required:Diploma in Regulated Financial Planning (or equivalent) Job Overview We are seeking an experiencedEmpl click apply for full job details
Apr 24, 2026
Full time
Employee Benefits Adviser - FCA Regulated This is an FCA-regulated advisory role. Applicants must have experience providing regulated employee benefits advice. HR or benefits administration experience alone is not sufficient. Location:Solent P015 7FX Hours:Full-time, 37.5 hours Qualification Required:Diploma in Regulated Financial Planning (or equivalent) Job Overview We are seeking an experiencedEmpl click apply for full job details

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