Reporting to: Structured Finance Director Location: London We are Lightsource bp - and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development. For over a decade we've been working to diversify the way our world is powered with sustainable and responsible renewable power. We work to safely deliver affordable, reliable, large scale renewable and energy storage solutions to help the world decarbonise. Our growing business is constantly innovating and investing to help drive the energy transition. Our people and projects are focused on supporting long term sustainable growth and energy security. Lightsource bp operates with five core values: Safety, Integrity, Respect, Sustainability, and Drive. We seek to attract and hire individuals who share our commitment to creating a safe workplace, uphold the highest standards of integrity, and demonstrate respect for colleagues, communities, and the environment. Our recruitment process promotes sustainability by valuing long term growth and responsible practices, while seeking candidates with the drive to innovate and lead in the global energy transition. Together, these values shape how we engage, assess, and welcome talent to join us in delivering transformational solar power solutions worldwide. What you'll do (the role) Summary The associate within the Structured Finance team will join a highly dynamic and multi skilled team of professionals with extensive experience in executing and originating structured finance transactions (project finance, corporate finance, M&A). The Structured Finance and M&A team works alongside Lightsource bp's highly skilled global development teams, comprising engineering, power markets, construction and asset management to originate, develop, construct and operate onshore renewable and energy storage projects. The associate will be an essential part of the team, assisting in the structuring and execution phases of financing and M&A processes in relation to Lightsource bp projects (solar, BESS and onshore wind) to help deliver the company's ambitious growth targets. Responsibilities of the Role Supporting the transaction lead in progressing transactions from origination to Financial Close Preparing internal and external facing presentations, including investment committee materials, deal teasers, information memorandum Supporting negotiations with financing parties and investors Building, running and amending project financial models Reviewing and providing inputs for financial and transaction documentation (e.g. Facility Agreements, Share Purchase Agreements) Coordination and management of due diligence processes, including management of advisers Developing and maintaining collaborative relationships with other functional teams within LSbp, as well as financing institutions and investors Maintain regional specific models and processes used by regional development teams to make investment decisions Have a good understanding of power markets, engineering implications, tax, accounting and project financing in all our operational jurisdictions Review investment papers and models prepared by regional development teams Collaborate with regional development teams to assess investment opportunities Collaborate with regional development teams to ensure bankable solutions, whilst highlighting key deal issues and areas of exposure Why you'll make a great member of the team Experience & Knowledge Required 2 to 3 years of relevant experience with a lender, investor or adviser active in the infrastructure and energy finance space, or with an IPP/vertically integrated developer Interest and passion for the energy sector, especially renewable energy and storage Advanced corporate finance knowledge and experience of M&A processes Strong understanding of project finance principles Understanding of various financial and risk management products Skills Required Ability to think independently and critically Ability to take ownership of a piece of work Solid analytical capability and numerical skills Advanced skills in developing, using and understanding cash flow and complex financial models Demonstrable experience in working with Excel, Word, and PowerPoint Coordination of complex transaction workstreams Understanding of key tax, accounting and legal concepts relating to project finance and M&A processes Proactive and problem solving attitude Detailed oriented and well organised Fluency in English is essential Education Required Why you'll want to work for us Our company is a place where you can be yourself and grow, a place where your ideas and opinions matter. Be you We pride ourselves on being an inclusive community, where every individual is valued and treated with respect. Be responsible Our culture is driven by our core values - from operating safely to ensuring our projects are responsible. Be recognized Alongside a competitive salary, we offer a variety of benefits including annual bonus, retention bank, health insurance, pension and other local benefits. Be inspired Beyond your day to day working life at Lightsource bp, there's a variety of initiatives that will contribute to your own personal development. These include our charitable causes, supporting our solar honey project, or volunteering on our VIBES committee to name a few. Our core values Lightsource bp truly cares about creating a sustainable future through safe, responsible and meaningful low carbon energy projects. Our core values of Safety, Integrity, Respect, Sustainability and Drive are the guiding principles for everything we do.
Dec 09, 2025
Full time
Reporting to: Structured Finance Director Location: London We are Lightsource bp - and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development. For over a decade we've been working to diversify the way our world is powered with sustainable and responsible renewable power. We work to safely deliver affordable, reliable, large scale renewable and energy storage solutions to help the world decarbonise. Our growing business is constantly innovating and investing to help drive the energy transition. Our people and projects are focused on supporting long term sustainable growth and energy security. Lightsource bp operates with five core values: Safety, Integrity, Respect, Sustainability, and Drive. We seek to attract and hire individuals who share our commitment to creating a safe workplace, uphold the highest standards of integrity, and demonstrate respect for colleagues, communities, and the environment. Our recruitment process promotes sustainability by valuing long term growth and responsible practices, while seeking candidates with the drive to innovate and lead in the global energy transition. Together, these values shape how we engage, assess, and welcome talent to join us in delivering transformational solar power solutions worldwide. What you'll do (the role) Summary The associate within the Structured Finance team will join a highly dynamic and multi skilled team of professionals with extensive experience in executing and originating structured finance transactions (project finance, corporate finance, M&A). The Structured Finance and M&A team works alongside Lightsource bp's highly skilled global development teams, comprising engineering, power markets, construction and asset management to originate, develop, construct and operate onshore renewable and energy storage projects. The associate will be an essential part of the team, assisting in the structuring and execution phases of financing and M&A processes in relation to Lightsource bp projects (solar, BESS and onshore wind) to help deliver the company's ambitious growth targets. Responsibilities of the Role Supporting the transaction lead in progressing transactions from origination to Financial Close Preparing internal and external facing presentations, including investment committee materials, deal teasers, information memorandum Supporting negotiations with financing parties and investors Building, running and amending project financial models Reviewing and providing inputs for financial and transaction documentation (e.g. Facility Agreements, Share Purchase Agreements) Coordination and management of due diligence processes, including management of advisers Developing and maintaining collaborative relationships with other functional teams within LSbp, as well as financing institutions and investors Maintain regional specific models and processes used by regional development teams to make investment decisions Have a good understanding of power markets, engineering implications, tax, accounting and project financing in all our operational jurisdictions Review investment papers and models prepared by regional development teams Collaborate with regional development teams to assess investment opportunities Collaborate with regional development teams to ensure bankable solutions, whilst highlighting key deal issues and areas of exposure Why you'll make a great member of the team Experience & Knowledge Required 2 to 3 years of relevant experience with a lender, investor or adviser active in the infrastructure and energy finance space, or with an IPP/vertically integrated developer Interest and passion for the energy sector, especially renewable energy and storage Advanced corporate finance knowledge and experience of M&A processes Strong understanding of project finance principles Understanding of various financial and risk management products Skills Required Ability to think independently and critically Ability to take ownership of a piece of work Solid analytical capability and numerical skills Advanced skills in developing, using and understanding cash flow and complex financial models Demonstrable experience in working with Excel, Word, and PowerPoint Coordination of complex transaction workstreams Understanding of key tax, accounting and legal concepts relating to project finance and M&A processes Proactive and problem solving attitude Detailed oriented and well organised Fluency in English is essential Education Required Why you'll want to work for us Our company is a place where you can be yourself and grow, a place where your ideas and opinions matter. Be you We pride ourselves on being an inclusive community, where every individual is valued and treated with respect. Be responsible Our culture is driven by our core values - from operating safely to ensuring our projects are responsible. Be recognized Alongside a competitive salary, we offer a variety of benefits including annual bonus, retention bank, health insurance, pension and other local benefits. Be inspired Beyond your day to day working life at Lightsource bp, there's a variety of initiatives that will contribute to your own personal development. These include our charitable causes, supporting our solar honey project, or volunteering on our VIBES committee to name a few. Our core values Lightsource bp truly cares about creating a sustainable future through safe, responsible and meaningful low carbon energy projects. Our core values of Safety, Integrity, Respect, Sustainability and Drive are the guiding principles for everything we do.
We are looking for an Audit Senior/Supervisor to join our Financial Services Audit team. We are flexible on location within Scotland. Team We are looking to recruit a Financial Services Audit Senior or Supervisor to work full-time within our Financial Services audit team. The successful candidate will be responsible for managing the day to day work across a portfolio of investment trusts/VCTs, investment/wealth managers and other corporate entities within the financial services space. They would also play a key role in the development of the team and in the planned growth and capitalisation on new business opportunities. The team is largely based in Scotland, but there will be opportunities to work on North of England and London based clients also. Job Purpose We are looking to recruit an Audit professional to be responsible for managing the day to day Audit work; flag up issues and concerns to the Audit Manager at an early stage; train Assistants as needed; ensure deadlines and budgets are met, and the Audit file is presented for review as a substantially complete file, finished to a good standard and signed off. The Audit Senior/Supervisor will be responsible for: Completing or overseeing the Audit planning documentation Arranging the timing of the Audit work with the Audit Manager responsible for the client Planning, scheduling, and delegating work to Audit Assistants, as available, ensuring the most complex work is completed as soon as practical; the Audit Assistants are supported as necessary to complete their work to the standard required; work expected from the client which is incomplete is passed back to the client and is noted for the manager's attention; and the Audit work is completed on time and to a high standard Briefing, training and debriefing Audit Assistants, giving formal feedback as required Liaising with client staff and building effective relationships with them Monitoring budgeted versus actual time spent, flagging up scope issues, fieldwork issues and overruns to the Audit Manager on a timely basis Keeping the client's staff informed of progress and issues while maintaining confidentiality About You Qualified CA (or equivalent) and above. Part qualified candidates may be considered subject to experience Able to develop and maintain strong relationships with clients, contacts and colleagues Great organisational skills and with a pro active approach to your work Relevant experience in this or a similar role is preferred Excellent communication skills with the ability to positively impact and influence others A leader of your work and your professional learning Why JC? Johnston Carmichael helps to build success stories that change lives - whether it's our clients, our communities, or most importantly, our people, who now number over 900 across the UK. We work with individuals and businesses all over the country and our expertise covers almost every industry sector. We're also an independent member firm of Moore Global Network Limited, a global accounting and advisory network of over 37,000 advisers across more than 114 countries. Everything we do at Johnston Carmichael is underpinned by our four core values - Doing The Right Thing, Standing In Other People's Shoes, Leading Our Future and Remaining Relevant. We've created a range of ways to support our people to make sure every voice is heard, including our People and Culture Forum, and we encourage each of our sharp minds to be leaders of their work and learning. You can read more about our culture and values here. In the last 10 years we've raised more than £450,000 for charity and continuously evolved our commitment to sustainable business practices. We are Gold sponsors of the Kiltwalk and also partner with Netball Scotland and England Netball, creating an enduring impact on the ground in our communities. Why Audit? Audit has undergone huge transformation, with regulations developing every year. Our clients need us by their side more than ever. As technology evolves, we have new opportunities to improve how we help clients throughout the audit cycle and beyond - with more efficiency, greater innovation, and deeper insight. And, with expertise across a range of industry sectors, there's no shortage of variety in the work we do. We're also an independent member firm of Moore Global Network Limited, a global accounting and advisory network of over 30,000 advisers across more than 110 countries, so you'll have the opportunity to work with businesses all over the globe. What You Can Expect As well as working with a great team of colleagues and enjoying the balance of hybrid and flexible working, we offer a range of benefits to make your time at JC even more fulfilling. Click here to see what's on offer. Different backgrounds and different opinions make for more interesting work and better outcomes. We're sure we don't have to say this, but we welcome people from all backgrounds, regardless of your heritage, ethnicity, religious beliefs, sexual identity or gender identity. We also actively encourage applications from anyone who's had an extended time away from paid employment. Our team is made up of people who've taken varied routes through their careers. We're here to give you the tools, support, and materials to develop your expertise so you can pursue your ambitions. Our JC Aspire learning programme helps everyone reach their personal goals, and we've also carefully created our own Leadership Development Programme, which is accredited by the University of Strathclyde Business School at Masters degree level. We look forward to hearing from you If you're ready to write your success story with us, apply today. At Johnston Carmichael we are committed to diversity, equality and inclusion in the workplace. A copy of this policy will be made available on request. We also welcome applications from individuals who have had time away from paid employment.
Dec 09, 2025
Full time
We are looking for an Audit Senior/Supervisor to join our Financial Services Audit team. We are flexible on location within Scotland. Team We are looking to recruit a Financial Services Audit Senior or Supervisor to work full-time within our Financial Services audit team. The successful candidate will be responsible for managing the day to day work across a portfolio of investment trusts/VCTs, investment/wealth managers and other corporate entities within the financial services space. They would also play a key role in the development of the team and in the planned growth and capitalisation on new business opportunities. The team is largely based in Scotland, but there will be opportunities to work on North of England and London based clients also. Job Purpose We are looking to recruit an Audit professional to be responsible for managing the day to day Audit work; flag up issues and concerns to the Audit Manager at an early stage; train Assistants as needed; ensure deadlines and budgets are met, and the Audit file is presented for review as a substantially complete file, finished to a good standard and signed off. The Audit Senior/Supervisor will be responsible for: Completing or overseeing the Audit planning documentation Arranging the timing of the Audit work with the Audit Manager responsible for the client Planning, scheduling, and delegating work to Audit Assistants, as available, ensuring the most complex work is completed as soon as practical; the Audit Assistants are supported as necessary to complete their work to the standard required; work expected from the client which is incomplete is passed back to the client and is noted for the manager's attention; and the Audit work is completed on time and to a high standard Briefing, training and debriefing Audit Assistants, giving formal feedback as required Liaising with client staff and building effective relationships with them Monitoring budgeted versus actual time spent, flagging up scope issues, fieldwork issues and overruns to the Audit Manager on a timely basis Keeping the client's staff informed of progress and issues while maintaining confidentiality About You Qualified CA (or equivalent) and above. Part qualified candidates may be considered subject to experience Able to develop and maintain strong relationships with clients, contacts and colleagues Great organisational skills and with a pro active approach to your work Relevant experience in this or a similar role is preferred Excellent communication skills with the ability to positively impact and influence others A leader of your work and your professional learning Why JC? Johnston Carmichael helps to build success stories that change lives - whether it's our clients, our communities, or most importantly, our people, who now number over 900 across the UK. We work with individuals and businesses all over the country and our expertise covers almost every industry sector. We're also an independent member firm of Moore Global Network Limited, a global accounting and advisory network of over 37,000 advisers across more than 114 countries. Everything we do at Johnston Carmichael is underpinned by our four core values - Doing The Right Thing, Standing In Other People's Shoes, Leading Our Future and Remaining Relevant. We've created a range of ways to support our people to make sure every voice is heard, including our People and Culture Forum, and we encourage each of our sharp minds to be leaders of their work and learning. You can read more about our culture and values here. In the last 10 years we've raised more than £450,000 for charity and continuously evolved our commitment to sustainable business practices. We are Gold sponsors of the Kiltwalk and also partner with Netball Scotland and England Netball, creating an enduring impact on the ground in our communities. Why Audit? Audit has undergone huge transformation, with regulations developing every year. Our clients need us by their side more than ever. As technology evolves, we have new opportunities to improve how we help clients throughout the audit cycle and beyond - with more efficiency, greater innovation, and deeper insight. And, with expertise across a range of industry sectors, there's no shortage of variety in the work we do. We're also an independent member firm of Moore Global Network Limited, a global accounting and advisory network of over 30,000 advisers across more than 110 countries, so you'll have the opportunity to work with businesses all over the globe. What You Can Expect As well as working with a great team of colleagues and enjoying the balance of hybrid and flexible working, we offer a range of benefits to make your time at JC even more fulfilling. Click here to see what's on offer. Different backgrounds and different opinions make for more interesting work and better outcomes. We're sure we don't have to say this, but we welcome people from all backgrounds, regardless of your heritage, ethnicity, religious beliefs, sexual identity or gender identity. We also actively encourage applications from anyone who's had an extended time away from paid employment. Our team is made up of people who've taken varied routes through their careers. We're here to give you the tools, support, and materials to develop your expertise so you can pursue your ambitions. Our JC Aspire learning programme helps everyone reach their personal goals, and we've also carefully created our own Leadership Development Programme, which is accredited by the University of Strathclyde Business School at Masters degree level. We look forward to hearing from you If you're ready to write your success story with us, apply today. At Johnston Carmichael we are committed to diversity, equality and inclusion in the workplace. A copy of this policy will be made available on request. We also welcome applications from individuals who have had time away from paid employment.
This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus, you would prepare draft suitability reports for approval by the Financial Advisor You and your team will regularly undertake holistic financial planning, therefore it is important you have a wide range of experience. Paraplanner Team Leader Requirements You must hold Level 4 Diploma in Financial Planning or equivalent You must have experience as a Paraplanner with a wide range of skills and knowledge You should have successfully mentored and developed individuals (ideally within Financial Services) The Company This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members success. Paraplanner Benefits Salary of £50,000 - £52,000 Hybrid working with level of office presence to be discussed at interview Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more! Regular charity initiatives, including 1-day annual allowance for charity work Locations Farnborough Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Dec 09, 2025
Full time
This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus, you would prepare draft suitability reports for approval by the Financial Advisor You and your team will regularly undertake holistic financial planning, therefore it is important you have a wide range of experience. Paraplanner Team Leader Requirements You must hold Level 4 Diploma in Financial Planning or equivalent You must have experience as a Paraplanner with a wide range of skills and knowledge You should have successfully mentored and developed individuals (ideally within Financial Services) The Company This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members success. Paraplanner Benefits Salary of £50,000 - £52,000 Hybrid working with level of office presence to be discussed at interview Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more! Regular charity initiatives, including 1-day annual allowance for charity work Locations Farnborough Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Role - Commercial Valuation Surveyor Location - Rugby Salary - £45,000 - £60,000 About the Role A well-established, long-standing firm within the property and real estate sector is seeking a talented Commercial Valuation Surveyor to join their growing team. Operating across multiple regional offices and serving a wide client base, the organisation provides specialist advice to homeowners, landowners, investors, and commercial clients. This opportunity offers exposure to a broad range of valuation work, professional development, and the ability to contribute to a respected and forward-thinking commercial team. Key Responsibilities Deliver RICS-compliant Red Book valuations for financial reporting, loan security, and a range of commercial and professional purposes. Conduct detailed property inspections, accurate measurements and undertake market, demographic, and economic research. Carry out planning and statutory enquiries (including the use of digital tools such as Valos AI), review leases, and analyse comparable evidence. Prepare high-quality, well-structured valuation reports aligned to client requirements. Build and maintain strong market knowledge across the industrial, retail, and office sectors , including trends, regulatory changes, and local market dynamics. Develop and manage relationships with clients including lenders, private clients, and professional advisers. Identify and pursue opportunities to support the growth of the valuation service line. Ensure compliance with internal quality assurance, professional standards and risk management procedures. Contribute to departmental performance by meeting agreed annual targets. Skills & Qualifications Essential Degree in a property-related discipline. MRICS or FRICS qualified with current RICS Registered Valuer status. Minimum 3 years' post-qualification experience. Proven experience delivering commercial valuations (industrial, retail, office). Strong knowledge of valuation methodologies and secured lending requirements. Excellent analytical skills, accuracy, and professional report writing ability. High level of IT literacy, including property software and Microsoft Office. Ability to manage an independent caseload and meet deadlines consistently. Strong communication and client-facing skills. Clean Professional Indemnity record. Full UK driving licence and access to own vehicle. Desirable Experience in secured lending valuations. Familiarity with development and residual appraisals. Knowledge of tax-related valuations (e.g., IHT, CGT). Exposure to residential valuation work. What's on Offer Competitive salary and benefits package aligned with experience. Opportunity to join a growing, commercially focused valuation team. Exposure to a wide variety of commercial valuation instructions across the Midlands region. Ongoing professional development and clear pathways for career progression. A collaborative, supportive working environment within a reputable property practice.
Dec 09, 2025
Full time
Role - Commercial Valuation Surveyor Location - Rugby Salary - £45,000 - £60,000 About the Role A well-established, long-standing firm within the property and real estate sector is seeking a talented Commercial Valuation Surveyor to join their growing team. Operating across multiple regional offices and serving a wide client base, the organisation provides specialist advice to homeowners, landowners, investors, and commercial clients. This opportunity offers exposure to a broad range of valuation work, professional development, and the ability to contribute to a respected and forward-thinking commercial team. Key Responsibilities Deliver RICS-compliant Red Book valuations for financial reporting, loan security, and a range of commercial and professional purposes. Conduct detailed property inspections, accurate measurements and undertake market, demographic, and economic research. Carry out planning and statutory enquiries (including the use of digital tools such as Valos AI), review leases, and analyse comparable evidence. Prepare high-quality, well-structured valuation reports aligned to client requirements. Build and maintain strong market knowledge across the industrial, retail, and office sectors , including trends, regulatory changes, and local market dynamics. Develop and manage relationships with clients including lenders, private clients, and professional advisers. Identify and pursue opportunities to support the growth of the valuation service line. Ensure compliance with internal quality assurance, professional standards and risk management procedures. Contribute to departmental performance by meeting agreed annual targets. Skills & Qualifications Essential Degree in a property-related discipline. MRICS or FRICS qualified with current RICS Registered Valuer status. Minimum 3 years' post-qualification experience. Proven experience delivering commercial valuations (industrial, retail, office). Strong knowledge of valuation methodologies and secured lending requirements. Excellent analytical skills, accuracy, and professional report writing ability. High level of IT literacy, including property software and Microsoft Office. Ability to manage an independent caseload and meet deadlines consistently. Strong communication and client-facing skills. Clean Professional Indemnity record. Full UK driving licence and access to own vehicle. Desirable Experience in secured lending valuations. Familiarity with development and residual appraisals. Knowledge of tax-related valuations (e.g., IHT, CGT). Exposure to residential valuation work. What's on Offer Competitive salary and benefits package aligned with experience. Opportunity to join a growing, commercially focused valuation team. Exposure to a wide variety of commercial valuation instructions across the Midlands region. Ongoing professional development and clear pathways for career progression. A collaborative, supportive working environment within a reputable property practice.
Weymouth and Kingston Maurward College is based across two campuses, with differing provision across academic, vocational and land-based courses, ranging from agriculture and animal care to construction and creative arts. The college contributes to the local community and economy by developing successful partnerships to ensure students acquire the skills needed. The two legacy colleges merged in August 2024, and the corporation board are supporting the continuing integration and further strategic progression following the merger. With a 2025 Ofsted rating of 'Good', and recognition that the contribution to regional skills needs is strong, the College is proud to have an impact across its geographical setting and beyond. With a wide range of facilities, including an animal park, restaurant, hair and beauty salon and children's nursery, the College places great emphasis on its career focussed and hands-on learning to support learners. In the short-to-medium term, new governors will join the corporation board in strategic planning relating to the newly merged college status, with exciting chances to offer new opportunities to students and widen their horizons in an area where there are high levels of deprivation. Fostering resilience and helping learners be ready for the world of work are key aspects of the College's purpose. There are also a variety of harmonisation and systems development projects underway that have been brought about through the merger. In the medium term, the college is finalising their estates strategy for a varied estate that includes a farm, a listed house and numerous buildings in need of capital spend, including investment committed through the merger process. In the longer term, the corporation board will have a focus on further strategic change to support the needs of learners and the local context. Board members are pro-active in their planning and desire to ensure best possible outcomes for learners and the College and incoming governors will join a highly communicative and engaged board. Weymouth and Kingston Maurward College has a turnover of circa. £27m, employs 683 staff and has over 3,100 learners in total . Individuals with a desire to have an impact in such a large learning environment are sought. Total number of learners: • 16-19: 2397 • Adult: 330 • Higher Education (HE): 133 • Apprenticeships: 190 The College's requirements The College Corporation board at Weymouth and Kingston Maurward College is seeking three new governors with the following skills and experience: FE curriculum and student data Farm, land-based and livestock management Governance and assurance Applicants with experience gained in the FE sector and a strong understanding of quality and standards across the FE setting are sought. The successful candidate will ideally bring professional experience from an FE setting and be confident reframing this with a governance outlook. Farm management experience is sought, given the large rural farm and campus at Kingston Mauward. The board seeks an individual who can bring their experience of livestock management and estates management into strategic planning. A logical analytical person, with a strong understanding of good governance and a desire to ensure governance processes are continually and consistently applied, is sought. The successful candidate may bring professional experience from a range of settings, including corporate or public sector governance. The Corporation has an induction programme and buddy scheme for new governors and will provide support in areas that require development outside of the essential skillsets above. Individuals that are passionate about improving education outcomes for learners and their wider communities, with an understanding of the challenges that are faced in a seasonal and rural context similar to the College's are encouraged to apply. Any pre-existing education governance experience, including within the FE sector, is desirable. Similarly, experience within change management and HR functions will support the board further in their strategic aims. Time commitment and meeting schedule On average over a year governors commit about two days a month to effectively contribute to their role, including meeting, preparation, committee involvements and any on-site visits. At this stage of the development of the College, the board estimates that governors volunteer at least two days per month to their role. Every College is different, with changing expectations on time and commitment and we encourage prospective candidates to discuss their availability through the application process. Typically, 6 full governing body (FGB) corporation meetings take place each year and each committee meets at least three times a year. There is a strategic planning and a governors' development day per year. All meetings take place at Weymouth College, DT4 7LQ or Kingston Maurward, Dorchester, DT2 8PY. From time to time committee meetings take place remotely, however FGB attendance in person is necessary. Meeting dates and times for both FGB and committee meetings are reviewed with members on an annual basis. Currently, FGB meetings are held on a Monday at 4pm. There is a full board strategy day in November and a full spring term governor training and development day also. Each candidate will join one or more committees that relate to their skills and experience. The committee meeting dates are detailed below. Finance & Resources - Monday 2pm Audit & Risk - Wednesday 2pm Search, Governance & Remuneration - Tuesday 2pm Quality & Student - Monday 2pm Estates - Tuesday 4pm Skills Education/Teaching Environmental Sustainability Address: Weymouth and Kingston Maurward College, Kingston Maurward, Dorchester DT2 8PY Usual start time of meeting: Board: Monday, 4:00 PM Finance & Resources (F&R): Monday, 2:00 PM Audit & Risk (A&R): Wednesday, 2:00 PM Standards, Governance & Risk (SGR): Tuesday, 2:00 PM Quality & Standards (Q&S): Monday, 2:00 PM Estates: Tuesday, 4:00 PM What does the role include? Governors work together as a board to provide strategic leadership, ensuring the College Corporation or company is legally compliant, financially sustainable, and delivers excellent value for public funds. FE College Corporations / companies operate as independent charitable institutions, with governors acting as charity trustees and the governing board ultimately accountable for overall performance.The principal regulator of FE and Sixth-Form College corporations is the Secretary of State for Education, and the Department for Education (DfE) works closely with the FE Commissioner and sector stakeholders to both regulate and support FE governance. Where needed, support is provided by the Commissioner's team of advisers and National Leaders of Governance for FE, who offer peer-led mentoring. To read further about regulation, support and intervention please refer to the sixth-form College Corporations: governance guide, linked within the further reading below.The following webpage provides further information and reading to any potential volunteers: What are the benefits? Volunteering on a College Corporation board is a meaningful way to shape learner's lives and strengthen education in your community. You will play a vital role in setting strategic direction and holding executive leaders to account - ensuring the College delivers the best outcomes. This is a great opportunity to support your career development and give back to education. Further information: You can also find out more public information about the College on the Get Information About Schools Page: and Kingston Maurward College reference number is 130653.After applying you can access our free eLearning 'An Introduction to Further Education Governance' in preparation for a role: Department for Education (DfE) has produced a guide for governors in FE settings. This gives more detail about how governance should look and what the role and remit of governors in this setting will be. View links to this guide and further reading: you have any questions before applying, please contact our FE Recruitment Team at . We have thousands more on our system. Complete a general application and we'll match you with the right opportunity. We help schools and academy trusts build exceptional boards. Explore our services below to find the right fit for your recruitment needs.
Dec 09, 2025
Full time
Weymouth and Kingston Maurward College is based across two campuses, with differing provision across academic, vocational and land-based courses, ranging from agriculture and animal care to construction and creative arts. The college contributes to the local community and economy by developing successful partnerships to ensure students acquire the skills needed. The two legacy colleges merged in August 2024, and the corporation board are supporting the continuing integration and further strategic progression following the merger. With a 2025 Ofsted rating of 'Good', and recognition that the contribution to regional skills needs is strong, the College is proud to have an impact across its geographical setting and beyond. With a wide range of facilities, including an animal park, restaurant, hair and beauty salon and children's nursery, the College places great emphasis on its career focussed and hands-on learning to support learners. In the short-to-medium term, new governors will join the corporation board in strategic planning relating to the newly merged college status, with exciting chances to offer new opportunities to students and widen their horizons in an area where there are high levels of deprivation. Fostering resilience and helping learners be ready for the world of work are key aspects of the College's purpose. There are also a variety of harmonisation and systems development projects underway that have been brought about through the merger. In the medium term, the college is finalising their estates strategy for a varied estate that includes a farm, a listed house and numerous buildings in need of capital spend, including investment committed through the merger process. In the longer term, the corporation board will have a focus on further strategic change to support the needs of learners and the local context. Board members are pro-active in their planning and desire to ensure best possible outcomes for learners and the College and incoming governors will join a highly communicative and engaged board. Weymouth and Kingston Maurward College has a turnover of circa. £27m, employs 683 staff and has over 3,100 learners in total . Individuals with a desire to have an impact in such a large learning environment are sought. Total number of learners: • 16-19: 2397 • Adult: 330 • Higher Education (HE): 133 • Apprenticeships: 190 The College's requirements The College Corporation board at Weymouth and Kingston Maurward College is seeking three new governors with the following skills and experience: FE curriculum and student data Farm, land-based and livestock management Governance and assurance Applicants with experience gained in the FE sector and a strong understanding of quality and standards across the FE setting are sought. The successful candidate will ideally bring professional experience from an FE setting and be confident reframing this with a governance outlook. Farm management experience is sought, given the large rural farm and campus at Kingston Mauward. The board seeks an individual who can bring their experience of livestock management and estates management into strategic planning. A logical analytical person, with a strong understanding of good governance and a desire to ensure governance processes are continually and consistently applied, is sought. The successful candidate may bring professional experience from a range of settings, including corporate or public sector governance. The Corporation has an induction programme and buddy scheme for new governors and will provide support in areas that require development outside of the essential skillsets above. Individuals that are passionate about improving education outcomes for learners and their wider communities, with an understanding of the challenges that are faced in a seasonal and rural context similar to the College's are encouraged to apply. Any pre-existing education governance experience, including within the FE sector, is desirable. Similarly, experience within change management and HR functions will support the board further in their strategic aims. Time commitment and meeting schedule On average over a year governors commit about two days a month to effectively contribute to their role, including meeting, preparation, committee involvements and any on-site visits. At this stage of the development of the College, the board estimates that governors volunteer at least two days per month to their role. Every College is different, with changing expectations on time and commitment and we encourage prospective candidates to discuss their availability through the application process. Typically, 6 full governing body (FGB) corporation meetings take place each year and each committee meets at least three times a year. There is a strategic planning and a governors' development day per year. All meetings take place at Weymouth College, DT4 7LQ or Kingston Maurward, Dorchester, DT2 8PY. From time to time committee meetings take place remotely, however FGB attendance in person is necessary. Meeting dates and times for both FGB and committee meetings are reviewed with members on an annual basis. Currently, FGB meetings are held on a Monday at 4pm. There is a full board strategy day in November and a full spring term governor training and development day also. Each candidate will join one or more committees that relate to their skills and experience. The committee meeting dates are detailed below. Finance & Resources - Monday 2pm Audit & Risk - Wednesday 2pm Search, Governance & Remuneration - Tuesday 2pm Quality & Student - Monday 2pm Estates - Tuesday 4pm Skills Education/Teaching Environmental Sustainability Address: Weymouth and Kingston Maurward College, Kingston Maurward, Dorchester DT2 8PY Usual start time of meeting: Board: Monday, 4:00 PM Finance & Resources (F&R): Monday, 2:00 PM Audit & Risk (A&R): Wednesday, 2:00 PM Standards, Governance & Risk (SGR): Tuesday, 2:00 PM Quality & Standards (Q&S): Monday, 2:00 PM Estates: Tuesday, 4:00 PM What does the role include? Governors work together as a board to provide strategic leadership, ensuring the College Corporation or company is legally compliant, financially sustainable, and delivers excellent value for public funds. FE College Corporations / companies operate as independent charitable institutions, with governors acting as charity trustees and the governing board ultimately accountable for overall performance.The principal regulator of FE and Sixth-Form College corporations is the Secretary of State for Education, and the Department for Education (DfE) works closely with the FE Commissioner and sector stakeholders to both regulate and support FE governance. Where needed, support is provided by the Commissioner's team of advisers and National Leaders of Governance for FE, who offer peer-led mentoring. To read further about regulation, support and intervention please refer to the sixth-form College Corporations: governance guide, linked within the further reading below.The following webpage provides further information and reading to any potential volunteers: What are the benefits? Volunteering on a College Corporation board is a meaningful way to shape learner's lives and strengthen education in your community. You will play a vital role in setting strategic direction and holding executive leaders to account - ensuring the College delivers the best outcomes. This is a great opportunity to support your career development and give back to education. Further information: You can also find out more public information about the College on the Get Information About Schools Page: and Kingston Maurward College reference number is 130653.After applying you can access our free eLearning 'An Introduction to Further Education Governance' in preparation for a role: Department for Education (DfE) has produced a guide for governors in FE settings. This gives more detail about how governance should look and what the role and remit of governors in this setting will be. View links to this guide and further reading: you have any questions before applying, please contact our FE Recruitment Team at . We have thousands more on our system. Complete a general application and we'll match you with the right opportunity. We help schools and academy trusts build exceptional boards. Explore our services below to find the right fit for your recruitment needs.
Overview An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Responsibilities Processing new business applications across various providers and platforms Preparing valuation reports and performance documentation ahead of client reviews Producing review checklists and coordinating documentation for adviser meetings Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports Running risk profiler results and supporting fund research using FE Analytics Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements Processing fund switches directly with providers or via platforms and tracking progress Preparing bi-annual valuation reports and post-review summaries for clients Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed Maintaining ongoing client communication to keep them informed of progress Qualifications Previous experience within an Independent Financial Adviser (IFA) environment is essential Strong understanding of financial products, platforms, and regulatory requirements High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively Proficient in Microsoft Office and financial systems such as FE Analytics Strong communication skills, both verbal and written A proactive and client-focused approach Benefits Competitive salary up to £32,000 Bonus potential based on performance Hybrid and flexible working options available Free on-site parking Company pension contribution Supportive and collaborative office environment Opportunities for training and career development This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you're looking to take the next step in your financial services career, we'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Dec 09, 2025
Full time
Overview An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Responsibilities Processing new business applications across various providers and platforms Preparing valuation reports and performance documentation ahead of client reviews Producing review checklists and coordinating documentation for adviser meetings Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports Running risk profiler results and supporting fund research using FE Analytics Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements Processing fund switches directly with providers or via platforms and tracking progress Preparing bi-annual valuation reports and post-review summaries for clients Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed Maintaining ongoing client communication to keep them informed of progress Qualifications Previous experience within an Independent Financial Adviser (IFA) environment is essential Strong understanding of financial products, platforms, and regulatory requirements High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively Proficient in Microsoft Office and financial systems such as FE Analytics Strong communication skills, both verbal and written A proactive and client-focused approach Benefits Competitive salary up to £32,000 Bonus potential based on performance Hybrid and flexible working options available Free on-site parking Company pension contribution Supportive and collaborative office environment Opportunities for training and career development This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you're looking to take the next step in your financial services career, we'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Overview Eden Scott's client, who is one of the UK's largest pensions consultancies is seeking a Principal Pensions Administrator to join their Glasgow team. This senior-level position offers the opportunity to manage Defined Benefit (DB) schemes with precision, compliance, and a strong focus on client service. You'll serve as the primary contact for trustees and advisers, ensuring that every scheme runs smoothly and meets regulatory standards. Responsibilities Experience leading scheme-wide projects such as GMP equalisation, buy-ins, buyouts, and wind-ups Take full ownership of schemes, oversee complex cases Provide mentorship and coaching abilities across all levels of the team Key role in business development by fostering client relationships and identifying new opportunities Proven ability to act as lead contact for trustees and advisers Deep understanding of UK pensions legislation, regulatory frameworks, and industry codes Requirements The ideal candidate must have minimum 5-8 years' experience in DB pensions administration, with a strong track record in handling complex cases, deep understanding of UK pensions legislation, regulatory frameworks, and industry codes. Excellent computer, communication, and organisation skills. Also being able to work independently as well as part of a team. Desirable Qualifications PMI qualification (or currently working towards it) Experience preparing trustee reports and delivering technical advice in meetings Demonstrated success in managing large-scale or complex pension projects Experience in business development activities-pitches, events, or networking involvement An excellent opportunity for the right candidate, please do not hesitate to get in touch by clicking apply to note your interest and to discuss further with Alison Curran prior to progressing. If this role isn't quite what you are looking for, register your CV at Eden Scott and be the first to hear about our latest opportunities by signing up for our job alerts. Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.
Dec 09, 2025
Full time
Overview Eden Scott's client, who is one of the UK's largest pensions consultancies is seeking a Principal Pensions Administrator to join their Glasgow team. This senior-level position offers the opportunity to manage Defined Benefit (DB) schemes with precision, compliance, and a strong focus on client service. You'll serve as the primary contact for trustees and advisers, ensuring that every scheme runs smoothly and meets regulatory standards. Responsibilities Experience leading scheme-wide projects such as GMP equalisation, buy-ins, buyouts, and wind-ups Take full ownership of schemes, oversee complex cases Provide mentorship and coaching abilities across all levels of the team Key role in business development by fostering client relationships and identifying new opportunities Proven ability to act as lead contact for trustees and advisers Deep understanding of UK pensions legislation, regulatory frameworks, and industry codes Requirements The ideal candidate must have minimum 5-8 years' experience in DB pensions administration, with a strong track record in handling complex cases, deep understanding of UK pensions legislation, regulatory frameworks, and industry codes. Excellent computer, communication, and organisation skills. Also being able to work independently as well as part of a team. Desirable Qualifications PMI qualification (or currently working towards it) Experience preparing trustee reports and delivering technical advice in meetings Demonstrated success in managing large-scale or complex pension projects Experience in business development activities-pitches, events, or networking involvement An excellent opportunity for the right candidate, please do not hesitate to get in touch by clicking apply to note your interest and to discuss further with Alison Curran prior to progressing. If this role isn't quite what you are looking for, register your CV at Eden Scott and be the first to hear about our latest opportunities by signing up for our job alerts. Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.
Chase de Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can't achieve the results we do without the right people. We are currently looking to recruit a Private Client Support Administrator to join our team. What your role will involve Providing 1-1 support for Independent Financial Advisers Responding to day to day technical and process queries from Advisers, Administrators and Clients Recording and updating the back office systems Booking client review appointments and managing IFA's diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA's & Clients' on the progress of their new business cases Adhering to FCA regulations and internal policy and procedure Developing and maintaining strong working relationships with colleagues across the business What you will need Experience of working within a financial advisory firm. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry. Experience working within defined service standards, policies and procedures Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount. Good time management and organisational skills are vitally important. You will be supporting a busy adviser and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint) What's in it for you? By joining Chase de Vere , you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Opportunity to earn an annual bonus A day off for your birthday Life assurance - 4 x salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Two paid volunteering days each year, to support your local community Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charities
Dec 09, 2025
Full time
Chase de Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can't achieve the results we do without the right people. We are currently looking to recruit a Private Client Support Administrator to join our team. What your role will involve Providing 1-1 support for Independent Financial Advisers Responding to day to day technical and process queries from Advisers, Administrators and Clients Recording and updating the back office systems Booking client review appointments and managing IFA's diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA's & Clients' on the progress of their new business cases Adhering to FCA regulations and internal policy and procedure Developing and maintaining strong working relationships with colleagues across the business What you will need Experience of working within a financial advisory firm. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry. Experience working within defined service standards, policies and procedures Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount. Good time management and organisational skills are vitally important. You will be supporting a busy adviser and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint) What's in it for you? By joining Chase de Vere , you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Opportunity to earn an annual bonus A day off for your birthday Life assurance - 4 x salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Two paid volunteering days each year, to support your local community Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charities
Overview Type of Position: Senior Wealth Administrator - Berkswell Pay: £30,000 - £40,000 Reference: Role Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the company's services in a professional and FCA compliant manner. Work Arrangement Our client offers a hybrid working model from their office in Berkswell. Key Responsibilities Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre- completion of documentation ready for clients to check and sign. You may at times be required to assist and provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser. Key Skills Understanding of the Financial Planning process Able to work within defined business processes Ability to achieve agreed outcomes without supervision Prioritise and plan own workload Detailed and accurate Articulate Excellent interpersonal skills, both written and verbal Ability to multitask and prioritise effectively Good report writing skills Ability to work independently and in a team Knowledge & Experience Experience of maintaining good working relationships in the delivery of financial advice services or similar environment Ability to assess information, make comparisons and identify critical features Ability to acquire update and apply new skills and knowledge Set own goals and want to deliver agreed targets Retaining supporting records for review. The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Dec 09, 2025
Full time
Overview Type of Position: Senior Wealth Administrator - Berkswell Pay: £30,000 - £40,000 Reference: Role Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the company's services in a professional and FCA compliant manner. Work Arrangement Our client offers a hybrid working model from their office in Berkswell. Key Responsibilities Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre- completion of documentation ready for clients to check and sign. You may at times be required to assist and provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser. Key Skills Understanding of the Financial Planning process Able to work within defined business processes Ability to achieve agreed outcomes without supervision Prioritise and plan own workload Detailed and accurate Articulate Excellent interpersonal skills, both written and verbal Ability to multitask and prioritise effectively Good report writing skills Ability to work independently and in a team Knowledge & Experience Experience of maintaining good working relationships in the delivery of financial advice services or similar environment Ability to assess information, make comparisons and identify critical features Ability to acquire update and apply new skills and knowledge Set own goals and want to deliver agreed targets Retaining supporting records for review. The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Private Equity - Deal Origination (Volunteer) Triple Arch Equity is tackling a hard problem in Private Equity - Data, Pipelines and Observability. Role Summary We are looking for a volunteer for our PE team focused on sourcing investment opportunities using automation / Agentic AI in the UK lower-mid-market sector. Key Responsibilities Conduct AI desk research to identify potential target companies that align with our investment criteria. Analyse publicly available data and company information (financials, ARR/MRR metrics, market position, competitor landscape) with AI and build short-form summaries for review. Using AI to Assist in building and maintaining lead lists and CRM databases of companies, founders, key contacts, intermediaries and advisors. Support AI outreach via email, LinkedIn and phone calls to founders, CTOs, growth executives, brokers, accelerators and advisers to gauge initial interest. Using AI to Prepare briefing slide decks or internal summaries for the origination team focusing on industry dynamics, business models, and growth metrics. Attending, where possible, introductory meetings with senior colleagues and company prospects; capture meeting notes, follow-up items and key insights. Track outreach activity and pipeline metrics for sector leads: number of contacts initiated, responses received, meetings arranged, leads qualified. Qualifications & Skills Currently enrolled in or recently completed a bachelor's degree (or equivalent) in finance, business, economics, computer science, engineering or related discipline. Excellent communication and interpersonal skills: confident writing to and speaking with senior stakeholders (founders, execs) and intermediaries. Highly motivated, proactive, and able to work independently in a fast-paced, PE savvy environment with grit and hustle. Bonus: Software Engineer / Automation Engineer capabilities. (Not software developer, think systems not coding) Learning Outcomes & KPIs Assist in achieving weekly/monthly outreach targets specific to the Acquisition sector: number of companies contacted, responses generated, meetings secured. Support pipeline generation for business targets: number of target companies identified; qualified leads passed to the origination team. Receive regular mentorship from deal originators; build practical exposure to sourcing, screening and early-stage qualification of investment opportunities. Why Join Us? We have a no secrets environment with most of our operations; you will learn almost every aspect of what it would be like to work in a Private Equity Firm. All of this to say, 1. If you are a stellar performer, we will hire you and work for us full time. 2. We operate in a no B.S environment. What we see, you can see. First Quantity and then work towards Quality. 3. We will let you go if you don't meet our expectations. Sorry, it's hard industry and mediocrity comes with a price. 4. Do not apply if you don't have grit and hustle. Opportunity Description is a guideline and not final. 5. The directors read every application. Using AI to write overly professionally or giant slop of text will get you disqualified. 6. Don't upload CV's, a short paragraph with your qualification + what you can help with is more than enough (no more than 10 lines). Please don't spam us on social media. It is illegal to copy, scrape or download data and information from SkilledUp Life including Volunteer Profiles, Opportunities and Company Profiles without explicit written permission. MyHQ at Bridgeway House, Mellor Road, Cheadle Hulme, Greater Manchester, SK8 5AU, United Kingdom Innovation Centre, Sci-Tech Daresbury, Keckwick Lane, Daresbury, WA4 4FS, United Kingdom.
Dec 09, 2025
Full time
Private Equity - Deal Origination (Volunteer) Triple Arch Equity is tackling a hard problem in Private Equity - Data, Pipelines and Observability. Role Summary We are looking for a volunteer for our PE team focused on sourcing investment opportunities using automation / Agentic AI in the UK lower-mid-market sector. Key Responsibilities Conduct AI desk research to identify potential target companies that align with our investment criteria. Analyse publicly available data and company information (financials, ARR/MRR metrics, market position, competitor landscape) with AI and build short-form summaries for review. Using AI to Assist in building and maintaining lead lists and CRM databases of companies, founders, key contacts, intermediaries and advisors. Support AI outreach via email, LinkedIn and phone calls to founders, CTOs, growth executives, brokers, accelerators and advisers to gauge initial interest. Using AI to Prepare briefing slide decks or internal summaries for the origination team focusing on industry dynamics, business models, and growth metrics. Attending, where possible, introductory meetings with senior colleagues and company prospects; capture meeting notes, follow-up items and key insights. Track outreach activity and pipeline metrics for sector leads: number of contacts initiated, responses received, meetings arranged, leads qualified. Qualifications & Skills Currently enrolled in or recently completed a bachelor's degree (or equivalent) in finance, business, economics, computer science, engineering or related discipline. Excellent communication and interpersonal skills: confident writing to and speaking with senior stakeholders (founders, execs) and intermediaries. Highly motivated, proactive, and able to work independently in a fast-paced, PE savvy environment with grit and hustle. Bonus: Software Engineer / Automation Engineer capabilities. (Not software developer, think systems not coding) Learning Outcomes & KPIs Assist in achieving weekly/monthly outreach targets specific to the Acquisition sector: number of companies contacted, responses generated, meetings secured. Support pipeline generation for business targets: number of target companies identified; qualified leads passed to the origination team. Receive regular mentorship from deal originators; build practical exposure to sourcing, screening and early-stage qualification of investment opportunities. Why Join Us? We have a no secrets environment with most of our operations; you will learn almost every aspect of what it would be like to work in a Private Equity Firm. All of this to say, 1. If you are a stellar performer, we will hire you and work for us full time. 2. We operate in a no B.S environment. What we see, you can see. First Quantity and then work towards Quality. 3. We will let you go if you don't meet our expectations. Sorry, it's hard industry and mediocrity comes with a price. 4. Do not apply if you don't have grit and hustle. Opportunity Description is a guideline and not final. 5. The directors read every application. Using AI to write overly professionally or giant slop of text will get you disqualified. 6. Don't upload CV's, a short paragraph with your qualification + what you can help with is more than enough (no more than 10 lines). Please don't spam us on social media. It is illegal to copy, scrape or download data and information from SkilledUp Life including Volunteer Profiles, Opportunities and Company Profiles without explicit written permission. MyHQ at Bridgeway House, Mellor Road, Cheadle Hulme, Greater Manchester, SK8 5AU, United Kingdom Innovation Centre, Sci-Tech Daresbury, Keckwick Lane, Daresbury, WA4 4FS, United Kingdom.
Bond Recruitment is working exclusively with a leading North West based Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice on an employed contract. Our client's prestigious office is located in Didsbury and the opportunity benefits from the support of a well-established client base i click apply for full job details
Dec 09, 2025
Full time
Bond Recruitment is working exclusively with a leading North West based Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice on an employed contract. Our client's prestigious office is located in Didsbury and the opportunity benefits from the support of a well-established client base i click apply for full job details
Private Client Administrator page is loaded Private Client Administratorlocations: United Kingdom - Manchestertime type: Full timeposted on: Posted 2 Days Agojob requisition id: R11646Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can't achieve the results we do without the right people.We are currently looking to recruit a Private Client Support Administrator to join our team. The successful candidate will: Have previous experience of working in an administrative capacity in financial services, ideally an IFA setting. Have experience working within defined service standards, policies and procedures Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint) The role will involve: Providing 1-1 support for Independent Financial Advisers Responding to day to day technical and process queries from Advisers, Administrators and Clients Preparing client meeting packs Recording and updating the back office systems Booking client review appointments and managing IFA's diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA's & Clients' on the progress of their new business cases Adhering to FCA regulations and internal policy and procedure Developing and maintaining strong working relationships with colleagues across the businessIn return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitieslocations: United Kingdom - Manchestertime type: Full timeposted on: Posted 15 Days AgoWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Dec 09, 2025
Full time
Private Client Administrator page is loaded Private Client Administratorlocations: United Kingdom - Manchestertime type: Full timeposted on: Posted 2 Days Agojob requisition id: R11646Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Chase De Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can't achieve the results we do without the right people.We are currently looking to recruit a Private Client Support Administrator to join our team. The successful candidate will: Have previous experience of working in an administrative capacity in financial services, ideally an IFA setting. Have experience working within defined service standards, policies and procedures Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint) The role will involve: Providing 1-1 support for Independent Financial Advisers Responding to day to day technical and process queries from Advisers, Administrators and Clients Preparing client meeting packs Recording and updating the back office systems Booking client review appointments and managing IFA's diary Maintaining client files throughout the application stage Processing new business received via post or online Loading relevant data on to the CRM database Updating IFA's & Clients' on the progress of their new business cases Adhering to FCA regulations and internal policy and procedure Developing and maintaining strong working relationships with colleagues across the businessIn return we offer a fantastic office environment, a great team of people to work alongside and a reputation that we believe speaks for itself.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitieslocations: United Kingdom - Manchestertime type: Full timeposted on: Posted 15 Days AgoWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Paraplanner London Full Time £33,000-£40,000 per annum Our client is a London-based Independent Financial Adviser firm dedicated to providing tailored financial solutions to their diverse client base. Their team is committed to helping clients achieve their financial goals through personalised advice and strategic planning click apply for full job details
Dec 09, 2025
Full time
Paraplanner London Full Time £33,000-£40,000 per annum Our client is a London-based Independent Financial Adviser firm dedicated to providing tailored financial solutions to their diverse client base. Their team is committed to helping clients achieve their financial goals through personalised advice and strategic planning click apply for full job details
Overview Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners. Key Responsibilities Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters. Ensure all compliance paperwork is accurately completed and maintained. Prepare application forms and supporting documents for the advice process. Process and manage new business and servicing cases, including more complex transactions, through to completion. Monitor the progress of applications and proactively update Advisers on any issues or delays. Action servicing requests and changes to clients investments. Prepare client portfolio valuations and review packs. Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases. Requirements Minimum of 3 years experience within an independent financial planning or wealth management firm. Strong understanding of financial planning products, processes, and compliance requirements. Ideally hold RO1 or CF1, or be working towards equivalent qualifications. Excellent attention to detail with strong numeracy and literacy skills. Proficient in Microsoft Office and financial planning software systems. We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients. Benefits 4x life assurance Critical illness cover (2x) Employee Assistance Programme Health Cash Plan 5% employer pension contribution Discretionary annual bonus 22 days holiday plus bank holidays (option to purchase an additional 5 days) Hybrid working Both full-time or part-time hours considered
Dec 09, 2025
Full time
Overview Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners. Key Responsibilities Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters. Ensure all compliance paperwork is accurately completed and maintained. Prepare application forms and supporting documents for the advice process. Process and manage new business and servicing cases, including more complex transactions, through to completion. Monitor the progress of applications and proactively update Advisers on any issues or delays. Action servicing requests and changes to clients investments. Prepare client portfolio valuations and review packs. Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases. Requirements Minimum of 3 years experience within an independent financial planning or wealth management firm. Strong understanding of financial planning products, processes, and compliance requirements. Ideally hold RO1 or CF1, or be working towards equivalent qualifications. Excellent attention to detail with strong numeracy and literacy skills. Proficient in Microsoft Office and financial planning software systems. We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients. Benefits 4x life assurance Critical illness cover (2x) Employee Assistance Programme Health Cash Plan 5% employer pension contribution Discretionary annual bonus 22 days holiday plus bank holidays (option to purchase an additional 5 days) Hybrid working Both full-time or part-time hours considered
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to £35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
Dec 09, 2025
Full time
Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. This is a fantastic opportunity to take ownership of complex administration, deliver high-quality client service, and ensure compliance across all processes. Benefits: Salary: Up to £35,000 (DOE) 31 Days Holiday (Inclusive of Bank Holidays) Holiday entitlement increases with length of service. Pension auto-enrolment scheme - Salary sacrifice available Group Life Cover & Income Protection Company sick pay Employee Assistance Programme & Financial Wellbeing Support Hybrid: 2 days at home / 3 days in office Monday to Friday - 08:30 to 17:00 Location: Warwick Role & Responsibilities: Process new business (investments, pensions, protection, mortgages) Run risk profiles, fund switch reports, and valuations Prepare review packs, reports, and compliance documents Liaise with advisers, providers, and clients to keep cases on track Handle fund switches, withdrawals, and client instructions Maintain accurate client data and records Support colleagues with training and coaching where needed Required Skills & Experience: Minimum 5 years' IFA administration experience Strong pensions, investments, and protection knowledge Excellent organisational skills with attention to detail Confident communicator with strong client service focus Able to manage deadlines, multi-task, and work independently Compliance awareness, with solid platform and product knowledge Apply now to take the next step in your financial services career!
Financial Services Administrator Leicester (potential of hybrid/1 day per week at home after qualifying period) Salary 25,000 - 28,000 + benefits (our ref AL1386) Full time or 4 days per week available My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team. Responsibilities Research a broad range of financial products across all financial sectors Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Sending Letters of Authority Collate and evaluate client policy/investment/pension Researching products and funds using software such as SelectAPension and FE Analytics General Administration and client support duties Create and maintain client files and enter details onto back-office database Submitting New Business on internal and external systems Prepare paperwork for pre-sale and post-sale Maintain regular contact with clients, booking clients in for annual reviews and management of review process Monitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products The ideal person - Administrator Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable. Experience using Financial research tools. Working towards diploma qualification preferred, but not essential. It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work on your own and as part of a team and have excellent time management skills. Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner. Benefits - Company pension scheme Death in service 25 days annual leave Flexible Benefits Birthday as an additional day off Opportunity to purchase additional holidays Enhanced family friendly policies Cycle to work scheme If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Dec 09, 2025
Full time
Financial Services Administrator Leicester (potential of hybrid/1 day per week at home after qualifying period) Salary 25,000 - 28,000 + benefits (our ref AL1386) Full time or 4 days per week available My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team. Responsibilities Research a broad range of financial products across all financial sectors Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Sending Letters of Authority Collate and evaluate client policy/investment/pension Researching products and funds using software such as SelectAPension and FE Analytics General Administration and client support duties Create and maintain client files and enter details onto back-office database Submitting New Business on internal and external systems Prepare paperwork for pre-sale and post-sale Maintain regular contact with clients, booking clients in for annual reviews and management of review process Monitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products The ideal person - Administrator Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable. Experience using Financial research tools. Working towards diploma qualification preferred, but not essential. It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work on your own and as part of a team and have excellent time management skills. Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner. Benefits - Company pension scheme Death in service 25 days annual leave Flexible Benefits Birthday as an additional day off Opportunity to purchase additional holidays Enhanced family friendly policies Cycle to work scheme If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
We are recruiting an experienced, high calibre paraplanner to work closely with our client, a team of Chartered financial advisers to design, develop, and implement comprehensive financial plans that exceed their clients expectations. Our client is a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve
Dec 09, 2025
Full time
We are recruiting an experienced, high calibre paraplanner to work closely with our client, a team of Chartered financial advisers to design, develop, and implement comprehensive financial plans that exceed their clients expectations. Our client is a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve
Agricultural Management Consultant Vacancy ID: 49702 DM This role is not eligible for UK Visa Sponsorship - the successful applicant will need to have a pre-existing Right to Work in the UK in order to be offered an employment contract. They provide bespoke business consultancy services tailored to the needs of farm and rural clients. Job Role Focussing on adding measurable value to clients' businesses, gaining broad exposure. This role provides the opportunity to develop strengths, identify areas for growth, and progressively take on greater autonomy. Over time, you will produce high-quality, accurate work while building strong, constructive relationships with both internal colleagues and external stakeholders. A proactive and commercially aware adviser with a strong commitment to delivering high-quality support to farmers and landowners. Skilled in relationship building, communication, and problem-solving, with solid Excel knowledge and the ability to quickly learn new technologies. Equally effective working independently or as part of a team, and fully flexible to work from the office and attend on-farm meetings. Location: Bury St Edmunds Salary: £38,000 - £40,000 dep on exp Responsibilities Produce accurate financial information, including budgets, cashflow forecasts, and supporting documentation for a diverse portfolio of estate and farming clients. Communicate clearly, professionally, and sensitively with clients on key matters relating to the management and performance of their farm business. Work closely with clients and colleagues to ensure all targets and deadlines are consistently met. Identify issues, develop practical solutions, and present findings in a clear and structured manner. Communicate effectively-both in writing and verbally-with clients, team members, and other professionals. Contribute to client meetings by sharing knowledge, insights, and informed perspectives that add genuine value. Build confidence and capability to become a primary point of contact for clients over time. Continuously develop and apply technical knowledge to enhance the quality of advice and service delivery. Champion best practices in business operations and support ongoing improvements. Assist in delivering professional services efficiently, accurately, and within agreed timeframes. How to apply: Please click on the APPLY NOW button. Please send your CV to Donna Morgan - Principal Recruitment Manager As we are a specialist recruitment business within the Agricultural and Farming industry, we do require that ALL applicants must hold an NVQ Level 2, Scottish NVQ Level 2 or an equivalent qualification which is relevant and necessary for the job that you are applying for.
Dec 09, 2025
Full time
Agricultural Management Consultant Vacancy ID: 49702 DM This role is not eligible for UK Visa Sponsorship - the successful applicant will need to have a pre-existing Right to Work in the UK in order to be offered an employment contract. They provide bespoke business consultancy services tailored to the needs of farm and rural clients. Job Role Focussing on adding measurable value to clients' businesses, gaining broad exposure. This role provides the opportunity to develop strengths, identify areas for growth, and progressively take on greater autonomy. Over time, you will produce high-quality, accurate work while building strong, constructive relationships with both internal colleagues and external stakeholders. A proactive and commercially aware adviser with a strong commitment to delivering high-quality support to farmers and landowners. Skilled in relationship building, communication, and problem-solving, with solid Excel knowledge and the ability to quickly learn new technologies. Equally effective working independently or as part of a team, and fully flexible to work from the office and attend on-farm meetings. Location: Bury St Edmunds Salary: £38,000 - £40,000 dep on exp Responsibilities Produce accurate financial information, including budgets, cashflow forecasts, and supporting documentation for a diverse portfolio of estate and farming clients. Communicate clearly, professionally, and sensitively with clients on key matters relating to the management and performance of their farm business. Work closely with clients and colleagues to ensure all targets and deadlines are consistently met. Identify issues, develop practical solutions, and present findings in a clear and structured manner. Communicate effectively-both in writing and verbally-with clients, team members, and other professionals. Contribute to client meetings by sharing knowledge, insights, and informed perspectives that add genuine value. Build confidence and capability to become a primary point of contact for clients over time. Continuously develop and apply technical knowledge to enhance the quality of advice and service delivery. Champion best practices in business operations and support ongoing improvements. Assist in delivering professional services efficiently, accurately, and within agreed timeframes. How to apply: Please click on the APPLY NOW button. Please send your CV to Donna Morgan - Principal Recruitment Manager As we are a specialist recruitment business within the Agricultural and Farming industry, we do require that ALL applicants must hold an NVQ Level 2, Scottish NVQ Level 2 or an equivalent qualification which is relevant and necessary for the job that you are applying for.
Administrator Independent Financial Adviser Location: Exeter Salary: £25,000 - £28,000 per annum (dependent on experience) Hours: Monday to Friday, 9am - 5pm (1 hour lunch break) Contract Type: Permanent Start Date: Immediate A well-established, independent financial advice firm in Exeter is seeking an experienced Administrator to join their friendly and professional team of 12 employees click apply for full job details
Dec 09, 2025
Full time
Administrator Independent Financial Adviser Location: Exeter Salary: £25,000 - £28,000 per annum (dependent on experience) Hours: Monday to Friday, 9am - 5pm (1 hour lunch break) Contract Type: Permanent Start Date: Immediate A well-established, independent financial advice firm in Exeter is seeking an experienced Administrator to join their friendly and professional team of 12 employees click apply for full job details
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team 'I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning) Forvis Mazars Financial Planning Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high-quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers. Roles & responsibilities Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards. A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc. Skills, knowledge and experience You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A 'solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (level 4 diploma) and upwards What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Various - This role can be based from our Birmingham Office , Edinburgh Office , Glasgow Office , Leeds Office , Leicester Office , London Office , Manchester Office , Milton Keynes Office , Nottingham Office or from our Sutton Office Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
Dec 09, 2025
Full time
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team 'I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning) Forvis Mazars Financial Planning Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high-quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers. Roles & responsibilities Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards. A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc. Skills, knowledge and experience You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A 'solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (level 4 diploma) and upwards What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Various - This role can be based from our Birmingham Office , Edinburgh Office , Glasgow Office , Leeds Office , Leicester Office , London Office , Manchester Office , Milton Keynes Office , Nottingham Office or from our Sutton Office Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
