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Job Title: IFA Administrator/Trainee Financial Planner Location : London Basic Salary : Up to £33,000 basic + fantastic opportunity to be a fully qualified IFA Hours : Mon - Fri, 8.30am - 5.30pm About our client and the role: Swarm Recruitment are pleased to be supporting a well-established financial services firm specialising in wealth management, financial education, and tailored advisory solutions. Their approach focuses on empowering clients through expert guidance, education, and personalised support, helping them make informed financial decisions and achieve long-term goals with confidence. They value collaboration, client-centred thinking, and continuous learning. Team members bring specialist expertise and share a commitment to making a meaningful impact, working in a supportive environment that fosters professional growth and strong, lasting relationships. This is an exciting opportunity for someone with Financial Planning experience and an entrepreneurial spirit, with a minimum of 2 years experience and 2 exams completed, to progress through an internal academy program over 18-24 months (18 months minimum), to become a fully qualified IFA. You will be working alongside IFA's and their teams, supporting their day to day task all whilst working towards your qualification and the opportunity to remain within the business as an IFA. Salary & Benefits: £29,000 for candidates with 0-2 exams £31,000 for candidates with 3-5 exams £33,000 for candidates with all exams Clear pathway to become an IFA within 18 - 24 months (18 month minimum term) £80,000 - £100,000 OTE once qualified Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools 21 days holiday + 3 extra days off between Christmas and New Year. On top of that: 12 half-days off for'Family Friday', which happens on the last Friday of the month 4 half days for our quarterly practice meetings Half a day for our annual summer BBQ Half a day for our Christmas Party 1 additional day for each year of service (max 7 days) Competitive pension scheme Access to funded Private Medical Insurance Daily breakfast in the office Team and company-wide social events Charity event Working Hours: Mon - Fri, 8.30am - 4.30pm (1hr for lunch) Family Friday - half day on the last Friday of every month (6 extra days in total) Office closure over Christmas Hybrid Working - 4 days in office during training, 3 days thereafter (or more if desired) Responsibilities: Attend client meetings with Wealth Managers Manage action points from client meetings Carry Forward, Annual Allowance, Lifetime Allowance Calculations Investment analysis Preparation of detailed cash-flow modelling Respond to technical and administrative Client Inquiries Identify Opportunities and Referrals from Existing Clients Managing workflow through Salesforce and Business Trackers Skills and experience: Minimum of two exams completed SJP experience will be well regarded Strong organisational skills, resilience and a methodical approach Strong understanding of the Financial Planning industry Tenacious and driven Proficiency with automated solutions for tasks like text writing and chasing providers is beneficial. Confidence, eagerness to learn, entrepreneurial flair, and a natural talent for building relationships. By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Job Title: Client Support Administrator Location: Wigston (Hybrid Working) Job Type: Permanent Salary: Upto £34,000 per annum +Benefits Are you a highly organised administrator who enjoys delivering outstanding client service? Do you thrive in a fast-paced professional environment where attention to detail and strong relationships really matter? A well-established and respected wealth management firm is looking for a Client Support Administrator to join their friendly and collaborative team. This organisation has spent decades helping clients build financial security and confidence in their future. Their approach centres around building trusted relationships, delivering tailored financial solutions, and providing exceptional client experiences. If you enjoy supporting professionals, managing processes efficiently and ensuring everything runs smoothly behind the scenes, this could be the perfect opportunity. The Role As Client Support Administrator, you will play a vital role in ensuring the smooth running of the client journey. You will be the first point of contact for clients and providers, supporting advisers with administrative processes while ensuring regulatory requirements are met at every stage. Working closely with advisers and the wider support team, you will help deliver a high-quality service that keeps clients informed, supported and confident in their financial affairs. Key Responsibilities Processing new business applications and ensuring they are set up correctly Completing research, trades and fund switches when required Liaising with product providers and financial institutions Supporting advisers with valuations, client reviews and servicing transfers Acting as a key link between advisers and clients to keep all parties informed Maintaining accurate client records and ensuring compliance standards are met Providing post-meeting administrative support for advisers Managing general administrative tasks such as scanning, filing and preparing documentation Supporting process improvements and contributing to internal projects Continuously developing technical knowledge and keeping up to date with industry changes What We're Looking For Essential Skills Strong organisational and prioritisation skills Excellent attention to detail and accuracy Strong IT and data management skills Ability to manage multiple tasks and deadlines Excellent relationship-building skills with clients and colleagues Desirable Experience Experience working within a financial advisory or wealth management environment Knowledge of financial products and industry processes Certificate in Financial Administration (or equivalent) Experience using Intelliflo Office or similar CRM systems Benefits & Rewards Competitive salary Workplace pension scheme (5% employer / 3% employee equivalent) 23 days holiday + public holidays Option to buy or sell up to 5 days holiday per year Private medical insurance after probation Hybrid working - up to 1 day per week from home Funding and support for professional development Discounts on company services Employee referral scheme Why Join? This is an opportunity to join a values-driven wealth management firm where teamwork, trust and professionalism are at the heart of everything they do. You'll be part of a supportive environment that values career development, collaboration and delivering exceptional outcomes for clients.

Self-Employed Independent Financial Adviser (IFA) Location: Leicestershire (Field-Based) Client Bank: £18M AUM 125 Clients The Opportunity A rare opportunity has arisen for an experienced Independent Financial Adviser to inherit a fully active and well-maintained client bank in Leicestershire. • Approximately 125 households with £18M assets under management • Clients are loyal, engaged, and used to annual reviews • Average client size of £100K+ AUM • Immediate access to a stable and recurring income stream • Significant opportunity to grow the portfolio further Income & Earnings • £180,000 ongoing fee income from existing clients • £56,000 expected baseline income in year one (after support costs) • Clients pay 1% ongoing fees Earning splits: • 35% on ongoing servicing (annual reviews) • 50% on new business from inherited clients • 60% on self-generated business Support & Infrastructure • Paraplanning and administrative support available (flexible structure) • PI insurance and full compliance support provided • Strong, proven lead generation model • Regular opportunities via webinars, seminars, and warm leads • National adviser network (24 advisers) with minimal overlap in the region Your Role • Deliver annual reviews and holistic financial planning • Advise across pensions, investments, protection, and estate planning • Maintain and deepen existing client relationships • Generate new business from both internal and external sources • Operate in line with FCA compliance standards What We're Looking For • Minimum 3 years' experience as an IFA or Financial Planner • Level 4 Diploma qualified (Chartered or working towards Level 6 advantageous) • Strong communication and relationship management skills • Comfortable working independently in a field-based role • Professional, ethical, and client-focused approach Why This Role Stands Out • Immediate income from day one • Established client bank with long-term potential • High degree of autonomy in how you run your business • Supportive infrastructure without employed restrictions • Access to a proven lead generation model and adviser community

frog - Director - Financial Services Transformation (Service) frog is part of Capgemini Invent and partners with customer-centric enterprises to drive sustainable growth, by building and orchestrating experiences at scale, while harnessing the power of data and technology. We're inventing the future of customer experience by delivering market-defining business models, products, services, brand engagements and communications. Joining frog means you'll be joining the "pond," a global network of studios, each with a thriving in-person and vibrant virtual culture. frogs are curious, collaborative, and courageous, united by our passion for improving the human experience across our areas of expertise, while each bringing our unique and diverse skills and experiences to the table. We draw upon our global reach and local knowledge to solve complex problems and create innovative, sustainable solutions that touch hearts and move markets. Frogs value humour, positivity, and community just as highly as performance and outcomes. We have an open, flexible and inclusive culture. Working at frog means you are empowered to meet the moment and Make Your Mark on every project What you will be doing We are seeking a dynamic and visionary Director to grow our FS business through our Customer Experience Transformation activities, focusing on Customer Service and CRM. This is a senior leadership role for an experienced consultant with deep capability and sector expertise, a strong track record of digital and operational transformation, and a passion for delivering exceptional end to end experiences for both customers and frontline colleagues You will play a pivotal role in shaping and delivering Service & CRM Transformation programmes for leading FS organisations particularly in insurance and retail banking. You will leverage your hands on experience of large scale programmes, your network of industry relationships, and your thought leadership to create innovative proposals and deliver tangible benefit to both clients and customers alike. Key Responsibilities Lead and grow frog's Service Transformation activities across FS clients contributing to the overall growth of our business with FS clients Create and deliver transformation strategies that align with business goals such as operational efficiency, CRM optimisation, personalised experiences and delivering innovative customer care. Lead and deliver large-scale and complex programmes of work from inception to implementation that leverage Capgemini group-wide capabilities, have sound commercial foundation, measurable business outcomes and that excite and engage our clients and colleagues. Lead business development, including shaping proposals, responding to bids, pitching to clients, and growing key accounts. Build trusted relationships as a strategic advisor to senior client stakeholders, including C suite leaders, leveraging your deep sector knowledge and consultancy experience. Inspire, coach and develop high performing teams, fostering a culture of creativity, collaboration, and excellence. Build and maintain a strong external presence through thought leadership, speaking engagements, and social media (e.g. LinkedIn). What we are looking for Consulting experience, ideally within Big 4. Deep Sector expertise in FS, in particular Insurance, with a strong understanding of market trends, regulatory landscape, and customer needs. Strong knowledge and experience of Service Transformation, leveraging technology such as CRM & CCaaS platforms (e.g. Salesforce, MS Dynamics, Google Dialogflow, Nice, Genesys etc), customer care operations and customer journey design. Proven track record of delivering complex transformation programmes in the insurance sector. Respected industry leader with a visible online presence and a strong network of insurance sector contacts. Passion for innovation and a human centred approach to problem solving. Experience working in or leading a sector focused team within a consultancy is highly desirable. What you will bring A good fit for this role will bring many of the skills, experience, and attributes below Strategic Leader - Capable of managing high performing teams while delivering impactful approaches that drive measurable results for our clients Experienced seller - a proven track record of identifying and driving potential opportunities with clients that will open up areas for frog to expand Pragmatic problem solver - adopts a proactive and flexible approach, focused on finding practical solutions and reducing complexity to drive results Collaborative team player - Builds strong relationships and works effectively across diverse stakeholders. Commercially astute - develops programmes of work that deliver commercially for both client and frog, is contractually savvy and takes a balanced approach to risk management Excellent interpersonal skills - Builds trust and fosters strong connections with colleagues, clients, and stakeholders. Adaptable and agile - Thrives in dynamic environments and embraces modern, agile ways of working Intellectually curious - seeks new and different ways of doing things and applies intellectual rigour to developing points of view and proposals Storyteller - can engage and excite across colleagues and clients alike through well crafted stories and messaging It would be a bonus if you had: Experience working with at least one of these platform providers - Salesforce, Microsoft Dynamics, Nice, Genesys, AWS, Google Dialogflow We don't just believe in inclusion, we actively go out to making it a working reality. Driven by our core values and Inclusive Futures for All campaign, we build environments where you can bring you whole self to work. We aim to build an environment where employees can enjoy a positive work life balance. We embed hybrid working in all that we do and make flexible working arrangements the day to day reality for our people. All UK employees are eligible to request flexible working arrangements. Employee wellbeing is vitally important to us as an organisation. We see a healthy and happy workforce a critical component for us to achieve our organisational ambitions. To help support wellbeing we have trained 'Mental Health Champions' across each of our business areas. We have also invested in wellbeing apps such as Thrive and Peppy. CSR We're also focused on using tech to have a positive social impact. So, we're working to reduce our own carbon footprint and improve everyone's access to a digital world. It's something we're really serious about. In fact, we were even named as one of the world's most ethical companies by the Ethisphere Institute for the 10th year. When you join Capgemini, you'll join a team that does the right thing. Whilst you will have London, Manchester or Glasgow as an office base location, you must be fully flexible in terms of assignment location, as these roles may involve periods of time away from home at short notice. About Capgemini Invent Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end to end services and solutions leveraging strengths from strategy and design to engineering, all fuelled by its market leading capabilities in AI, cloud and data, combined with its deep industry expertise and partner ecosystem. The Group reported 2023 global revenues of €22.5 billion. Capgemini is proud to be a Disability Confident Employer (Level 2) under the UK Government's Disability Confident scheme. As part of our commitment to inclusive recruitment, we will offer an interview to all candidates who: Declare they have a disability, and Meet the minimum essential criteria for the role. Please opt in during the application process. Share this page with yourself or people you know Similar job opportunities If this job isn't the right fit for you, explore other opportunities! When you join Capgemini, you don't just start a new job. You become part of something bigger. Learn about how the recruitment process works - how to apply, where to follow your application, and next steps. To help you bring out the best of yourself during the interview process, we've got some great interview tips to share before the big day.

My client is a scaling FinTech that provides best in class investment technology platform and investment administration services for large, UK institutional investors. We are currently looking for a new member of their small Client Relations team. This is a perfect first step into Investment Management and will give a thorough grounding in investment platform technology, with specific responsibility for the production, accuracy and analysis of client reporting. Working closely with the team lead, the Client Relations Analyst will take a proactive role in providing first-class support to institutional pension schemes and their professional advisors. Tasks will include: Assist with the end-to-end production process for client reports that includes fund factsheets, quarterly fund performance, transaction costs and ESG. Support clients with day-to-day administration enquiries, both by email and telephone Escalate queries when necessary to relevant internal team, and coordinate their response to client Undertake project work as required The team focus on delivering high standards of client service, and this role will ensure that data integrity not only meets client expectations, but also evolves to keep pace with client needs and market developments - so a healthy interest in technology, innovation and process improvement will be invaluable! The successful applicant will: Have the ability to process, interpret and analyse large volumes of data quickly and accurately. Demonstrable skills and experience with Microsoft Excel (advanced Excel skills highly beneficial), Word and Outlook Deal confidently and professionally with management, other key business stakeholders and external investment fund managers Be able to manage increasing levels of responsibilities, deadlines and relationships, both internally and externally Have a problem-solving and inquisitive nature Possess excellent communications skills both written & verbal, and inter-personal This is a fantastic opportunity and we're looking for either a recent Grad looking for their first step into investments, or someone with some previous investment or Pensions experience who understands the importance of, and thrives in, a collaborative team environment. Ideally, you will have experience of working directly with clients, but a proactive attitude and genuine willingness to learn and grow will be the most important attributes you can bring to the role. On offer is a basic salary of £29,000 to £38,000 dependent on relevant experience, plus bonus and benefits (Private Medical Insurance, Life Cover, 25 days holiday etc.) and the opportunity to work within a collaborative and sociable office environment. Career prospects are good and the company are happy to support study towards relevant professional qualifications such as Investment Operations Certificate and Investment Management Certificate.

Pension Administrator Leicester Salary up to 30,000 2 days Hybrid working is available Our client is a well established firm of Independent Financial Planners, who offers specialist financial, taxation and independent investment advice for both individual clients and businesses in the UK and internationally. A newly created vacancy is available to work from their offices in Leicester for a Pensions Administrator to join their SSAS team. Providing a professional and effective administrative service for the SIPP & SASS Schemes, daily responsibilities will include; " Undertake all aspects of administration of a portfolio of SSAS Clients. " Working in a team under the guidance of a team leader and Senior Managers and Directors tasks " Monitor own work flow and prioritisation of outstanding work. " Maintain a full and efficient diary system. " Assist other team members and cover for absence of other administration staff where required. " Communicating with clients, financial advisors, solicitors, accountants, H M Revenue & Customs, fund managers, insurance companies and other professional connections by letter, telephone, e-mail and fax. " Occasional attendance at client meetings with a senior colleague where required. The successful candidate will need to have previous experience working as a pension Administrator - knowledge of OMNI database would be beneficial however this is by no means essential. You will have excellent understanding of Microsoft systems Word, Outlook, Excel and PowerPoint as well as having solid communication skills and the ability to multi-task. Our Client is looking for a self starter, proactive individual, who has the passion and drive to succeed in a fast paced, professional environment. For more information please contact one of our specialist consultants quoting REF: NJR16553

Account Executive - Commercial Insurance Job Market - Insurance Account Executive - Commercial Insurance - About the role My client are looking for an Account Executive to join their Commercial Insurance Team. This role is ideal for someone currently operating as a Senior Account Handler or Junior Account Executive who is ready to take the next step into a more client-facing, commercially driven position. You will inherit an established book of business (circa £100,000 GWP), which will give you the opportunity to focus on developing relationships, grow the book, and build new business with support from the wider team Predominantly SME commercial risks, including: Property owners Small to mid-sized manufacturing Motor trade Construction (general builders / smaller construction risks) The role involves regular client visits across London and the Home Counties, so candidates must be comfortable travelling and engaging face-to-face with clients. Account Executive - Commercial Insurance - Key duties You will work closely with clients to provide tailored advice, manage policy renewals, and navigate the complexities of the insurance market. This is a proactive, results-driven role that requires a mix of new business development, strong client service, and in-depth industry knowledge. Client Relationship Management: Act as a strategic advisor to your clients, building deep, consultative relationships based on trust, expertise, and consistency. Anticipate client needs by maintaining a strong understanding of their business challenges and market landscape. Deliver a personalised experience, tailoring solutions and communications to fit client profiles, business types, and industry sectors. Champion client satisfaction, proactively resolving issues and continuously seeking ways to add value and improve retention. New Business Development: Drive growth by identifying, pursuing, and converting new business opportunities across your network, referrals, and the wider market. Adopt a consultative approach to understand prospective clients' needs, delivering bespoke insurance solutions that demonstrate value and build trust. Build a strong personal pipeline through proactive outreach, networking events, and by leveraging existing relationships to create warm leads. Collaborate with marketing and internal teams to support campaign activity, nurture prospects, and follow up on inbound enquiries. Renewal and Policy Management: Lead the end-to-end renewal cycle, ensuring timely engagement, effective negotiation, and optimal policy outcomes for each client. Use insights and benchmarking data to justify terms and demonstrate value to clients during the renewal process. Support clients through changes in risk profile, reviewing their coverage as their businesses evolve or expand. Ensure retention through proactivity, clear communication, and by consistently exceeding expectations. Account Executive - Commercial Insurance - Key requirements Experience in commercial insurance (Account Handler, Junior AE, or Account Executive level) Good understanding of insurance products and markets Strong knowledge of insurance products, markets, and underwriting processes. Demonstrated ability to generate new business through networking, referrals, and proactive sales efforts. Experience in managing client portfolios, understanding their evolving needs, and ensuring long-term client retention Along with our client, we are committed to a diverse workforce and as such recruit from a wide available pool of talent, with the hiring, assessment and selection process being fair, free from bias and one which ensures the right person is selected for the job, based on merit. We treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances. A copy of our D&I policy can be made available upon request.

Mortgage Advisor (CeMAP Qualified) Yolk Recruitment is working exclusively with a growing and highly reputable brokerage that is looking to appoint a Mortgage Advisor. This opportunity is open to both newly qualified and experienced advisors. This is a genuinely exciting role for a CeMAP-qualified professional to join a customer-focused business that places quality advice and long-term client relationships at the centre of everything it does. You'll be joining a firm with a strong reputation, a supportive culture, and clear growth plans. It's an excellent time to come on board as the business continues to expand. If you're looking for a role where you can take pride in your work and build a meaningful, long-term client base, this is well worth a conversation. What will you be doing: Conduct detailed fact-finds and affordability assessments Recommend suitable mortgage products from a comprehensive lender panel Advise on life insurance, critical illness and income protection Manage applications from enquiry through to completion Deliver clear, compliant advice aligned with FCA and Consumer Duty standards Build lasting relationships and generate repeat/referral business You will regularly be at networking events to create relationships with prospective clients What qualifications and experience will you need: CeMAP qualification- essential Strong knowledge of FCA regulation and Consumer Duty Proven mortgage and protection advice experience Excellent communication and relationship-building skills What will you get in return: Starting salary of £30,000- open to conversations about salary expectations Benefits to be discussed including hybrid working, pension If your considering a change of role and would like to explore what your options are, its a great opportunity to have a chat.

IFA Administrator - Wigston - Up to £30,000 Key Benefits: Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. Exam Support: Support for professional exams, including coverage for the first sitting. Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility. Onsite Parking: Available for all employees in our unique office location Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development. Job Overview: We are currently seeking dynamic and motivated individuals to join our team as IFA Administrators. The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to the overall success of our organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness. Key Responsibilities: Provide administrative support to Independent Financial Advisors in day-to-day operations. Assist in the preparation and processing of client documentation and financial transactions. Maintain accurate and up-to-date client records using our internal systems. Liaise with clients, both in person and over the phone, providing excellent customer service. Timeline: Swift Recruitment: We are committed to a quick recruitment process and aim to onboard successful candidates as soon as possible. Application Status: Early Stage: The search for candidates has just begun, and you have the opportunity to be among the first to be considered for this exciting role. What's next? If you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. We look forward to welcoming new members to our growing team! Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management

Senior DC Pensions Consultant Location - London or Winchester Hybrid working in line with departmental requirements At LCP we love what we do, and it shows. We help our clients make good decisions based on insightful analysis, industry expertise, and game-changing technology. We are looking for a Senior DC Pension Consultant to join our growing specialist DC (Defined Contribution) division. Whilst the role covers the wide spectrum of advice required by a DC scheme, as can be seen below, we are looking for someone with demonstrable relationship and governance experience, good technical knowledge and a broad understanding of investment. What will you be doing when you join the DC Practice as a Senior Consultant? Building and leading relations with clients and ensure client needs are identified and met, driving forward the client relationship where appropriate Getting involved with new business pitches for DC Consultancy work Maintaining up-to-date knowledge of market practice, legislation and DC governance requirements Leading and supporting on projects, including master trust / GPP reviews and selection exercises, advising on the buy-out and wind-up of pension arrangements, and overseeing AVC reviews Managing a portfolio of clients, supporting them with ongoing governance via regular meetings, working collaboratively with all stakeholders, focussing on improving member outcomes Working alongside and guiding investment colleagues to provide tailored advice for your clients, taking into account the client's specific membership, as well as their circumstances and preferences Drafting advice to a standard that you are happy to sign off Getting involved with DC research on master trust / GPP providers, keeping up to date with their evolving propositions and support the research output that feeds into advice to clients Working within a team environment, providing leadership and guidance to others What skills, qualifications and experience do you need for this role? Ideally PMI qualified with some years of post-qualification experience or other relevant qualifications such as FIA, FFA or CFA Demonstrable experience of working within the UK DC pension scheme advisory sector in a consultancy environment Excellent communication skills Commercial awareness Experience in investment and good technical pension investment knowledge would be advantageous but not a requirement for the role What's in it for you? Take a look at our Glassdoor and Career stories pages to see why our people love being here! As well as joining a multi-award winning, fun, collaborative, people first organisation where your personal and professional skills will be developed to make you the best you can be, we offer an attractive benefits package designed to promote your overall wellbeing so that you are able to perform to your full potential both in and out of work. Currently our core benefits package includes: For you: Professional study support (where applicable) Access to our internal Wellbeing, LGBTQ+, Multicultural and Women's networks For your family: Life assurance Income protection Enhanced maternity/paternity/adoption and shared parental leave For your health: 26 days annual leave (pro-rata for part-time working) plus bank holidays (most of which can be taken flexibly!) with options to buy & sell holiday Private medical insurance Discounted gym memberships, critical illness and dental insurance through our flexible benefits Eye care vouchers Cycle to work scheme Digital GP services For your wealth: Competitive pension scheme Discretionary bonus scheme High street discounts Season ticket loans For others: Volunteering opportunities For the environment: Electric vehicle salary sacrifice scheme (qualifying period applies) And much more! We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. LCP is committed to making our opportunities accessible to all and would welcome you getting in touch to let us know if an adjustment can be made to help with your application. This may be extra time for assessments, pre-interview site visits, interview structure or questions, or asking us about building accessibility. Whatever it may be, please get in touch via our dedicated email address - email protected to discuss how we can support you with your application. Recruitment agencies LCP operates a Preferred Supplier List (PSL) for recruitment agencies which is reviewed annually. We do not accept unsolicited CVs from agencies who are not part of our current PSL. LCP only pay agency fees where we have a signed agreement in place, and the agency has been instructed by a member of our recruitment team to supply CVs via the Applicant Tracking System (ATS) for a legitimate, open vacancy. If this process is not adhered to, LCP reserve the right to contact these candidates directly and have discussions with them without paying any agency fees. We do not pay agency fees when speculative and unsolicited CVs are submitted to any employee or Partner at LCP. Apply now

We are looking for an Employment Solicitor to advise charities and social enterprises, including schools and academy trusts, as well as private clients such as landed estates, family businesses and individuals employing care providers. The role covers a wide range of non contentious and contentious employment matters, including representing clients at employment tribunal. This role would suit a solicitor with 2-6 years PQE, but the workload can be tailored to the level of experience dependent on the successful candidate. We also welcome applications from candidates who are open to developing their expertise in wider advisory work for schools and academy trusts, such as handling parental complaints and supporting on matters relating to special educational needs and disabilities. About Us Wrigleys is a well-established, reputable firm of specialist Solicitors. We have offices in Leeds, Sheffield, and Newcastle. We represent clients across the UK and are considered as one of the leading expert practices outside of London. At Wrigleys we pride ourselves on delivering specialist legal services to our clients within a professional yet friendly and authentic environment. Our culture is built on our purpose of putting people at the centre of what we do, and our values guide us in all aspects of our work with clients and each other. Together with our supportive leadership team, we offer a collegiate culture where everyone has a voice, and we encourage collaboration, innovation, and growth. This positive environment helps us maintain exceptional colleague retention levels. What We Can Offer You? Life outside work matters. We promote work-life balance, offer agile working, and prioritise colleague wellbeing. Your health and happiness are important to us. Competitive salaries Agile Working Enhanced Family Friendly Benefits Generous holiday entitlement and holiday purchase scheme Employee Assistance Programme Pension scheme Life Assurance scheme Group Income Protection Employee Wellness Initiatives Cash Plan Scheme Private Medical Insurance 1200 chargeable hours Key Responsibilities Provide expert legal advice to a broad client base and deliver an excellent standard of service. Manage your own workload, files and financial targets while contributing to wider team targets. Produce and deliver presentations for seminars and briefings, and write regular articles for publication. Support the team's growth through business development activity. Ensure all file management complies with office procedures, including Lexcel requirements. Key Competencies 2-6 years PQE in employment law, with HR, tribunal, litigation or similar experience desirable. Maintain strict confidentiality regarding the firm, clients and all related matters. Strong written and verbal communication skills. Able to prioritise effectively and meet deadlines. Good numerical and IT skills. Excellent organisational and administrative abilities. Comfortable working in a busy team environment. Application Process Our selection process for the Employment Solicitor position is transparent. We prioritise keeping all candidates informed at every step, ensuring there is no uncertainty. We are committed to ensuring our recruitment process is inclusive and accessible to all. If you have a disability or long-term condition and need us to make adjustments to give you the best possible recruitment process, please do let us know by contacting our recruitment team. Equality and Diversity Individual differences are embraced at Wrigleys, and by putting people at the centre of we do, we strive to create an inclusive working environment in which colleagues feel supported and can be themselves.

A well-established leading wealth management and financial planning firms is looking to appoint an experienced Financial Advisor to join its Bristol team. This is a fantastic opportunity for a qualified Advisor who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business. You'll manage existing client relationships, conduct annual reviews, identify new opportunities and contribute to new business growth. You'll be supported by Paraplanners, Administrators, compliance and investment specialists, allowing you to focus on high-quality advice and client outcomes. The firm was recognised by Investors' Chronicle as a 5-star Wealth Manager. What They're Looking For Level 4 diploma (ideally working towards Chartered) CAS + current SPS Strong experience delivering holistic advice Comfortable using cashflow modelling tools Commercially minded with a proactive approach to business development Excellent communicator with strong report-writing skills Those who are excellent at business development Package Generous bonus structure Private medical insurance Health cash plan Group life cover Group income protection 30 days annual leave 8% employer pension contribution If you're an ambitious, client-centric Advisor who wants to combine quality advice with genuine growth opportunity in the South West, I'd love to have a confidential conversation. Message me directly or email to find out more - 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.

What makes this role distinctive is the pipeline you will inherit. The firm has spent decades building an extensive UK-wide network of solicitors, deputies, and professional services contacts through its established PI/CN core business. That network is now being strategically opened up - for the first time - to offer holistic financial planning to company directors and business owners. You would be one of the first financial planners to access a warm referral pipeline that has been years in the making. This is not a cold-start role. It is a rare opportunity to build a private client book from a position of genuine structural advantage. Location & Flexibility: While the firm's head office is based in Manchester (where you will have your own dedicated desk), this is a nationwide, hybrid and field-based role. You can be based anywhere in the UK, with the flexibility to manage your own diary and work remotely. Key Highlights of the Opportunity: Warm, Untapped Pipeline: Access an established network of professional services contacts across the UK - relationships built over decades, now being opened to private client advice for the first time. High-Calibre Client Base: Advising company directors and business owners (typically £10m-£20m turnover) on tax planning, pensions, investments, and protection. Financial Strength: The firm manages £1.6 billion+ in Assets Under Management and maintains an exceptional 99% client retention rate. Growth & Stability: Privately owned, with the agility and ambition to back new initiatives - and the track record to prove it. First-Mover Advantage: One of the first hires into a new division, with the scope to shape its direction and accelerate your own career. The Role: You will deliver high-standard regulated advice and holistic financial planning to a growing caseload of private clients - business owners and directors introduced through the firm's professional services network. This involves building long-term advisory relationships, conducting comprehensive reviews covering tax, pensions, investments, and protection, and working closely with the firm's existing legal contacts to develop new business through warm referrals. Comprehensive Benefits Package: £70k - £80k base salary (plus highly of bonus of £30k - £40k) Car allowance 5.5% employer pension contribution 28 days holiday (plus bank holidays) Private Medical Insurance Critical Illness cover Life cover Flexible/remote working Next Steps: Apply now if your skills and experience align with this role. Alternatively, if you would like to learn more about this career-enhancing opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion. If this role isn't quite right for you but you are considering a new position, please get in touch for a confidential conversation about your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the salary listed in our advertisements is a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.

An exciting opportunity has arisen for an experienced Commercial Insurance Account Executive to join a well-established insurance broker and financial advisory firm, managing and developing relationships with SME clients across sectors including retail, hospitality, manufacturing, garages, trades, and other local businesses This is a fantastic opportunity for a driven professional who thrives on winning new business, building long-term client relationships, and developing a profitable portfolio within the SME commercial insurance market. You will benefit from warm leads, a strong existing database, and full internal support , allowing you to focus on what you do best, generating revenue and growing your book . This full-time role offers a salary range of £35,000 - £40,000 plus bonus and benefits. Essential note: Please only apply if you have experience in commercial insurance. You Will Be Responsible For Developing and securing new business within the commercial insurance market Arranging and attending client meetings (including face-to-face visits) Building and managing your own portfolio of SME clients Identifying cross-sell and up-sell opportunities across existing accounts Following up on warm inbound enquiries and qualified leads Working closely with internal broking and support teams to deliver tailored solutions What We Are Looking For Proven experience as a Commercial Insurance Account Executive, Commercial Account Executive, Insurance Broker, Commercial Insurance Sales Executive, Insurance Consultant, Insurance Executive, Insurance Advisor Strong track record in new business generation and conversion Solid understanding of SME commercial insurance products Confident, relationship-driven approach to client engagement Ability to work autonomously and manage your own pipeline Full UK driving licence Not Suitable For: Candidates with personal lines-only experience (e.g. motor or home insurance) What's on Offer Competitive base salary £35,000 - £40,000 (DOE) Highly attractive uncapped bonus structure with strong earning potential Pension scheme Life assurance & personal accident cover Company events & profit sharing 25 days holiday + additional service-related leave Support towards Cert CII / Dip CII qualifications You will benefit from a wealth of support, including access to an extensive client database, integrated CRM systems, marketing-generated leads, and dedicated internal account handling support . This is a fantastic opportunity to join an independent brokerage where you can truly make an impact, grow your portfolio, and maximise your earnings . Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003. Similar titles: Commercial Account Executive, Insurance Broker, Commercial Insurance Sales Executive, Insurance Consultant, Insurance Executive, Insurance Advisor

Job Title: IFA Administrator Industry: Financial Services Location: Cambridge (Hybrid) Salary: £25,000 - £32,000 DOE Reference Number: 10227 Recruit UK is working with a well-established Wealth Management firm based near Cambridge to recruit an IFA Administrator to join their growing client support team. As an IFA Administrator, you will work closely with Financial Advisers to provide comprehensive administrative support. Your responsibilities will include processing new business, liaising with product providers, handling client and provider correspondence, maintaining accurate records, providing post-meeting administrative support, and assisting with a variety of day-to-day administrative tasks to ensure the smooth running of the advisory process. What's in it for you: Competitive salary up to £32,000, depending on experience Hybrid working, with flexibility for appointments Workplace pension scheme 23 days' holiday plus bank holidays Private medical insurance post-probation Holiday purchase/sale scheme Support for professional development Employee discounts on selected services Employee referral scheme Skills and experience required: A minimum of 1 years' experience in an administrative role within an IFA firm Strong communication and organizational skills A strong understanding of FCA regulations and compliance requirements Experience using Intelliflo office or The Openwork Partnership ConcertHub is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Our client is seeking a Financial Planner in Tiverton area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who enjoys building strong relationships and provide excellent service to their clients. You should look to grow this client bank organically through referrals. Successful Financial Planners in their team obtain these through their high level of service and exceptional client relationships. You should focus on conducting in-depth reviews to understand your client's current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs. This role is ideal for an experienced Financial Planner who wants to take the next step in their career and join a growing business. Our client will look to assist you in this growth by offering streamlined processes and full back-office support to enable you to spend more time servicing and growing your client bank. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent Ideally you should be Chartered or working towards You should have 5+ years' experience as a Financial Advisor You should have a proven, demonstrable track record in being able to grow a client bank through referrals and addressing the needs of clients with the budget changes coming into effect from April 2027 You should be an advocate of using cash flow modelling to help identify any IHT liabilities and strategies to mitigate them effectively You should have a client centric approach and have dedication to doing the right thing for clients for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Competitive salary of circa £70,000 - £90,000 Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Company This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Locations Tiverton Apply now to start your application process 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.

Our client is seeking a Financial Planner in Solihull area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who enjoys building strong relationships and provide excellent service to their clients. You should look to grow this client bank organically through referrals. Successful Financial Planners in their team obtain these through their high level of service and exceptional client relationships. You should focus on conducting in-depth reviews to understand your client's current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs. This role is ideal for an experienced Financial Planner who wants to take the next step in their career and join a growing business. Our client will look to assist you in this growth by offering streamlined processes and full back-office support to enable you to spend more time servicing and growing your client bank. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent Ideally you should be Chartered or working towards You should have 5+ years' experience as a Financial Advisor You should have a proven, demonstrable track record in being able to grow a client bank through referrals and addressing the needs of clients with the budget changes coming into effect from April 2027 You should be an advocate of using cash flow modelling to help identify any IHT liabilities and strategies to mitigate them effectively You should have a client centric approach and have dedication to doing the right thing for clients for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Competitive salary of circa £70,000 - £90,000 Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Company This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Locations Solihull Apply now to start your application process 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.