Job Title: Self-Employed Financial Adviser Industry: Financial Services Location: Leicester Earnings: £70,000 Reference Number: 9863 Job Description: Financial Adviser Recruit UK is working on an excellent opportunity for a Self Employed Financial Adviser in Leicester to join a well-established Financial Advice Firm. This is a remote role, but you must live within a reasonable commute to the This prestigious and cutting-edge firm is looking to take on an experienced Financial Adviser. They are a well-established company, and they provide advice across the board to a variety of clients, including both MA and HNW clients. You will be managing and developing an existing client book, providing expert advice on suitable investments, private pensions, tax planning, and insurance products, and providing a valuable service to work with clients and companies in the UK - predominantly in the Leicester area You will be allocated an existing client book of c£18mil FUM and will benefit from a proportion of the ongoing fees from day one c£35k+ pa. You will service these existing clients and look to build relationships not only with the clients in question but also continue to develop business as well from there. You will work with the existing in-house team, including administrators and paraplanners. Earnings/Benefits: Financial Adviser Competitive earnings (Day one) - from both new and ongoing fees Fully Remote Working Client book to inherit immediately - receive proportion of ongoing fees Leads provided - Existing introducers, Seminars etc Competitive Fee Splits Full back office support Reputable financial planning firm Study support to Chartered Skills and Experience Required: Financial Adviser Level 4 Diploma in Financial Planning Financial Advice experience Relationship-building skills 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. Right now, Recruit UK is pleased to be working with a well-established Financial Advice Firm, with a client book in Leicester on a Self-Employed Financial Adviser role. 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.
Apr 01, 2026
Full time
Job Title: Self-Employed Financial Adviser Industry: Financial Services Location: Leicester Earnings: £70,000 Reference Number: 9863 Job Description: Financial Adviser Recruit UK is working on an excellent opportunity for a Self Employed Financial Adviser in Leicester to join a well-established Financial Advice Firm. This is a remote role, but you must live within a reasonable commute to the This prestigious and cutting-edge firm is looking to take on an experienced Financial Adviser. They are a well-established company, and they provide advice across the board to a variety of clients, including both MA and HNW clients. You will be managing and developing an existing client book, providing expert advice on suitable investments, private pensions, tax planning, and insurance products, and providing a valuable service to work with clients and companies in the UK - predominantly in the Leicester area You will be allocated an existing client book of c£18mil FUM and will benefit from a proportion of the ongoing fees from day one c£35k+ pa. You will service these existing clients and look to build relationships not only with the clients in question but also continue to develop business as well from there. You will work with the existing in-house team, including administrators and paraplanners. Earnings/Benefits: Financial Adviser Competitive earnings (Day one) - from both new and ongoing fees Fully Remote Working Client book to inherit immediately - receive proportion of ongoing fees Leads provided - Existing introducers, Seminars etc Competitive Fee Splits Full back office support Reputable financial planning firm Study support to Chartered Skills and Experience Required: Financial Adviser Level 4 Diploma in Financial Planning Financial Advice experience Relationship-building skills 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. Right now, Recruit UK is pleased to be working with a well-established Financial Advice Firm, with a client book in Leicester on a Self-Employed Financial Adviser role. 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.
Job Title - IFA Administrator Location - Bath Salary - £28,000 - £32,000 Job Description: Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Bath. The firm prides themselves on providing a high-quality service with a priority of putting their clients first. They have an excellent level of knowledge in services such as protection, investments, and pensions. The role itself will be working within the successful, close-knit financial planning team who focus on their clients and making their money work for them. Day-to-day duties including gathering data, processing new business, issuing letters of authority, client file preparation and provider liaison. This role would really suit someone who is looking to be a key component, supporting the advice process in every element. What our client will offer you: Competitive salary based on experience Hybrid/flexible working Close knit team, working closely with experienced professionals Ongoing training and development Exam support and opportunity for progression Required experience: Strong work ethic with an attitude to succeed Previous experience working within wealth management Key understanding on a full range of financial products Approachable, professional, and ambitious Proficient in systems such as Microsoft 365 and Intelligent Office Strong attention to detail Level 4 Diploma in Regulated Financial Planning or working towards desirable To discuss this opportunity, please contact one of our Financial Planning team specialists at Capio Recruitment
Apr 01, 2026
Full time
Job Title - IFA Administrator Location - Bath Salary - £28,000 - £32,000 Job Description: Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Bath. The firm prides themselves on providing a high-quality service with a priority of putting their clients first. They have an excellent level of knowledge in services such as protection, investments, and pensions. The role itself will be working within the successful, close-knit financial planning team who focus on their clients and making their money work for them. Day-to-day duties including gathering data, processing new business, issuing letters of authority, client file preparation and provider liaison. This role would really suit someone who is looking to be a key component, supporting the advice process in every element. What our client will offer you: Competitive salary based on experience Hybrid/flexible working Close knit team, working closely with experienced professionals Ongoing training and development Exam support and opportunity for progression Required experience: Strong work ethic with an attitude to succeed Previous experience working within wealth management Key understanding on a full range of financial products Approachable, professional, and ambitious Proficient in systems such as Microsoft 365 and Intelligent Office Strong attention to detail Level 4 Diploma in Regulated Financial Planning or working towards desirable To discuss this opportunity, please contact one of our Financial Planning team specialists at Capio Recruitment
Logistics Administrator Location: Lydney Position: Full time, Permanent Salary: Up to £28,000 Our Client Are you ready to take the next step in your logistics career with a company that operates on a global scale?Autograph Recruitment are working with a highly respected manufacturer, known for their technical expertise and forward-thinking approach. This is a fantastic opportunity for someone ready to grow and develop within a fast-paced logistics environment. You'll play a key role in coordinating the movement of goods, working closely with internal teams and external partners to ensure everything runs smoothly from order to delivery.The role will involve managing transport schedules, liaising with suppliers and carriers, and ensuring materials and products are delivered on time to meet customer expectations. Responsibilities of Logistics Coordinator: Planning and organising shipments, booking transport, and ensuring deliveries are made on time. Monitoring stock levels, tracking incoming and outgoing goods, and helping maintain accurate inventory records. Handling delays, damaged goods, or missing shipments quickly and efficiently to minimise disruption. Working closely with teams like purchasing, production, and customer service to align delivery schedules with business needs. Identifying ways to reduce transport costs and improve logistics processes without affecting service quality. The Ideal Candidate: Previous experience in a logistics, shipping, or supply chain role. Understanding of shipping paperwork (delivery notes, invoices, customs documents) and awareness of import/export processes if dealing internationally. Experience using ERP systems, logistics software, or stock management systems, along with good Excel skills. Next Steps: If this sounds like a great opportunity and you can demonstrate a proven track record in delivering the above, then please click Apply to upload your CV for consideration. Alternatively, contact Katie Dawe on or Autograph Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Get in touch today!
Apr 01, 2026
Full time
Logistics Administrator Location: Lydney Position: Full time, Permanent Salary: Up to £28,000 Our Client Are you ready to take the next step in your logistics career with a company that operates on a global scale?Autograph Recruitment are working with a highly respected manufacturer, known for their technical expertise and forward-thinking approach. This is a fantastic opportunity for someone ready to grow and develop within a fast-paced logistics environment. You'll play a key role in coordinating the movement of goods, working closely with internal teams and external partners to ensure everything runs smoothly from order to delivery.The role will involve managing transport schedules, liaising with suppliers and carriers, and ensuring materials and products are delivered on time to meet customer expectations. Responsibilities of Logistics Coordinator: Planning and organising shipments, booking transport, and ensuring deliveries are made on time. Monitoring stock levels, tracking incoming and outgoing goods, and helping maintain accurate inventory records. Handling delays, damaged goods, or missing shipments quickly and efficiently to minimise disruption. Working closely with teams like purchasing, production, and customer service to align delivery schedules with business needs. Identifying ways to reduce transport costs and improve logistics processes without affecting service quality. The Ideal Candidate: Previous experience in a logistics, shipping, or supply chain role. Understanding of shipping paperwork (delivery notes, invoices, customs documents) and awareness of import/export processes if dealing internationally. Experience using ERP systems, logistics software, or stock management systems, along with good Excel skills. Next Steps: If this sounds like a great opportunity and you can demonstrate a proven track record in delivering the above, then please click Apply to upload your CV for consideration. Alternatively, contact Katie Dawe on or Autograph Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Get in touch today!
IFA Administrator Leicester based Market leading salary Company Benefits Workplace pension with provider and funds under SHW main proposition via salary exchange (5% employer and 3% employee equivalent) 23 days holiday allowance, plus public holidays Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year Private medical scheme following successful completion of 6 months probation Hybrid working up to 1 day a week from home in addition to flexible working for appointments Funding and support for professional development Discounts on our services Our Client are a well-established Wealth management company, who have an excellent opportunity for an ambitious and talented Financial Planning Administrator to join their thriving Business based in the Leicester area. This role will suit someone who has been working within financial services industry, and has experience of administering Pensions & Investments. Our client offer a fantastic training and development programme, and will therefore fully support those wishing to develop with CII examinations. Daily you will be responsible for; Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively To support with process improvements and developments and business projects, to drive the company forwards The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting REF:NJR16538
Apr 01, 2026
Full time
IFA Administrator Leicester based Market leading salary Company Benefits Workplace pension with provider and funds under SHW main proposition via salary exchange (5% employer and 3% employee equivalent) 23 days holiday allowance, plus public holidays Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year Private medical scheme following successful completion of 6 months probation Hybrid working up to 1 day a week from home in addition to flexible working for appointments Funding and support for professional development Discounts on our services Our Client are a well-established Wealth management company, who have an excellent opportunity for an ambitious and talented Financial Planning Administrator to join their thriving Business based in the Leicester area. This role will suit someone who has been working within financial services industry, and has experience of administering Pensions & Investments. Our client offer a fantastic training and development programme, and will therefore fully support those wishing to develop with CII examinations. Daily you will be responsible for; Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively To support with process improvements and developments and business projects, to drive the company forwards The successful candidate must have previous experience as an Administrator working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting REF:NJR16538
Finance and Operations Specialist London Up to £75K A well-established venture capital trust is seeking a dynamic Finance and Operations Specialist to join their growing Finance team, reporting directly to the Operations Director. This is an exciting opportunity for someone who thrives in a fast-paced environment and is looking to be a key player in a successful firm. In this multifaceted role, you'll work across finance, compliance, and risk, giving you broad exposure to the operational backbone of the business. You'll support day-to-day financial processes and contribute to the smooth running of internal operations. Key Responsibilities: Support annual accounts and audit Preparing the quarterly management accounts Ensure accurate reporting and analysis Maintain compliance and regulatory requirements Assist in the implementation and monitoring of internal policies and procedures Review and preparation of fundraising data for Sales and Marketing team Key Requirements: Be a qualified ACA/ACCA/CIMA Strong understanding of financial statements Great communication skills Working knowledge of Xero accounting & Microsoft Office products (Excel, PowerPoint) is desirable but not essential Good time management and organisational skills This is a fantastic opportunity for someone eager to grow and take ownership within a highly respected venture capital trust. They are looking to offer this person up to £75,000. At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles. Our job is simply to find the best candidate on the market, regardless of their age, race, religion, disability, gender identity, sexual orientation or any other factor irrelevant to their qualifications and competencies. If you have any further questions regarding accessibility throughout the process, then please get in touch or call a member of our DEIB Champions team.
Apr 01, 2026
Full time
Finance and Operations Specialist London Up to £75K A well-established venture capital trust is seeking a dynamic Finance and Operations Specialist to join their growing Finance team, reporting directly to the Operations Director. This is an exciting opportunity for someone who thrives in a fast-paced environment and is looking to be a key player in a successful firm. In this multifaceted role, you'll work across finance, compliance, and risk, giving you broad exposure to the operational backbone of the business. You'll support day-to-day financial processes and contribute to the smooth running of internal operations. Key Responsibilities: Support annual accounts and audit Preparing the quarterly management accounts Ensure accurate reporting and analysis Maintain compliance and regulatory requirements Assist in the implementation and monitoring of internal policies and procedures Review and preparation of fundraising data for Sales and Marketing team Key Requirements: Be a qualified ACA/ACCA/CIMA Strong understanding of financial statements Great communication skills Working knowledge of Xero accounting & Microsoft Office products (Excel, PowerPoint) is desirable but not essential Good time management and organisational skills This is a fantastic opportunity for someone eager to grow and take ownership within a highly respected venture capital trust. They are looking to offer this person up to £75,000. At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles. Our job is simply to find the best candidate on the market, regardless of their age, race, religion, disability, gender identity, sexual orientation or any other factor irrelevant to their qualifications and competencies. If you have any further questions regarding accessibility throughout the process, then please get in touch or call a member of our DEIB Champions team.
Our client is a well-established, manufacturing business based near Leeds. To support their continued development and deliver further growth they are now looking to recruit a high calibre Head of Finance to support the Finance Director and deliver effective financial control, on time and accurate reporting and detailed management information to support the strategic direction of the business. This PE backed business has demonstrated consistent growth in recent years and has a fantastic, supportive culture. The role will be hands on, providing accurate and effective financial control across the organisation with key responsibilities including but not being limited to: Ensuring smooth running of finances for the company Production of monthly management accounts and MI as required Production of Statutory accounts and liaison with auditors on all account and tax matters Management of the small finance team The successful candidate will need to be: A fully qualified Accountant with experience in the manufacturing sector Be able to demonstrate strong progression in their career to date The ability to lead, manage and develop a finance team ensuring continuous professional development, driving improvements and standards. Demonstrate a strong technical competency in financial accounting and reporting whilst also being able to produce highly accurate and insightful monthly management accounts. The role is full time, office based. Sharp Consultancy is a finance and accountancy recruitment specialist assisting accounting and finance divisions of businesses in the Yorkshire and Derbyshire area. With over 30 years' experience we pride ourselves on sourcing excellent finance professionals across all divisions of an accounts function. Candidates must be eligible to work in the UK full time without restriction. To apply please send your CV to the e-mail address stated, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications, we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within seven days, please note that on this occasion your application has not been successful.
Apr 01, 2026
Full time
Our client is a well-established, manufacturing business based near Leeds. To support their continued development and deliver further growth they are now looking to recruit a high calibre Head of Finance to support the Finance Director and deliver effective financial control, on time and accurate reporting and detailed management information to support the strategic direction of the business. This PE backed business has demonstrated consistent growth in recent years and has a fantastic, supportive culture. The role will be hands on, providing accurate and effective financial control across the organisation with key responsibilities including but not being limited to: Ensuring smooth running of finances for the company Production of monthly management accounts and MI as required Production of Statutory accounts and liaison with auditors on all account and tax matters Management of the small finance team The successful candidate will need to be: A fully qualified Accountant with experience in the manufacturing sector Be able to demonstrate strong progression in their career to date The ability to lead, manage and develop a finance team ensuring continuous professional development, driving improvements and standards. Demonstrate a strong technical competency in financial accounting and reporting whilst also being able to produce highly accurate and insightful monthly management accounts. The role is full time, office based. Sharp Consultancy is a finance and accountancy recruitment specialist assisting accounting and finance divisions of businesses in the Yorkshire and Derbyshire area. With over 30 years' experience we pride ourselves on sourcing excellent finance professionals across all divisions of an accounts function. Candidates must be eligible to work in the UK full time without restriction. To apply please send your CV to the e-mail address stated, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications, we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within seven days, please note that on this occasion your application has not been successful.
Management Accountant 12 Month Contract (Inside IR35) Hybrid, Glasgow Starting ASAP Day Rate: £DOE About the Role: You'll support the Strategic Finance Planning and Analysis Manager with the full financial planning cycle. This includes coordinating, reviewing and submitting annual budget plans, making sure allocations stay within approved funding limits, and ensuring any extra funding requests follow the correct approval process. You'll monitor and analyse the in-year budget position, challenging monthly submissions from Finance Managers and preparing information for regular meetings with Finance Business Partners. You'll help deliver all management reporting requirements, including monthly budget updates, forecasts and contributions to formal budget reviews for senior leadership and external stakeholders. You will also deputise for the SFP&A Manager when required and provide line management support to the Assistant Management Accountant. Key Responsibilities of the Role Production of the monthly management accounts, including analysing, investigating and reporting on significant budgetary variances, advising on the necessary remedial action and monitoring the implementation of these actions. Management of the annual financial planning process including coordinating submissions through Finance Business Partners and reviewing financial plans to ensure high quality budget setting and monitoring. Providing financial support and guidance throughout, including providing specialist advice on key strategic financial management areas such as: risks and opportunities within budgeting and forecast outturns, financial planning and wider risk management, decision making, capital accounting and delegations. Preparing materials for the client decision making through scenario planning and attending meetings with Finance Business Partners on a monthly/quarterly basis to understand the financial environment and identify then implement effective analysis requirements. Assist with completion of the the clients statutory accounts in accordance with the relevant IFRS accounting standards, policies and procedures. This includes assisting with completion of the asset notes (including reviewing and authorising asset forms) and preparation of the financial performance disclosures. Completion of all regular financial submissions for Scottish Government, including reporting on the monthly corporate budget position and forecast outturn, preparation of the Autumn & Spring Budget revisions and budget profiling. Essential Skills & Experience: Membership of a recognised professional accountancy body e.g. ACCA, CIPFA, CIMA. Candidates in the final stages of becoming qualified with relevant financial experience will also be considered. Financial Experience: Experience of coordinating and managing budgets, with the ability to constructively analyse, scrutinise and challenge financial plans, including providing guidance and support to a wide range of staff in accordance with policy and procedures. Management Experience: Previous management experience within a Finance function with the ability to successfully manage people ensuring all tasks are completed within required timescales. Accountancy Experience: Experience in supporting the production of statutory accounts under IFRS, including preparation of supporting schedules. Technical Knowledge: Detailed understanding of a financial accounting system with the ability to interrogate and report effectively from the system and using Excel at an advanced level. This role has been deemed Inside IR35 by the client. Applicants must hold, or be happy to apply for, a valid Basic Disclosure Scotland. Please click the link to apply. Always use these settings
Apr 01, 2026
Contractor
Management Accountant 12 Month Contract (Inside IR35) Hybrid, Glasgow Starting ASAP Day Rate: £DOE About the Role: You'll support the Strategic Finance Planning and Analysis Manager with the full financial planning cycle. This includes coordinating, reviewing and submitting annual budget plans, making sure allocations stay within approved funding limits, and ensuring any extra funding requests follow the correct approval process. You'll monitor and analyse the in-year budget position, challenging monthly submissions from Finance Managers and preparing information for regular meetings with Finance Business Partners. You'll help deliver all management reporting requirements, including monthly budget updates, forecasts and contributions to formal budget reviews for senior leadership and external stakeholders. You will also deputise for the SFP&A Manager when required and provide line management support to the Assistant Management Accountant. Key Responsibilities of the Role Production of the monthly management accounts, including analysing, investigating and reporting on significant budgetary variances, advising on the necessary remedial action and monitoring the implementation of these actions. Management of the annual financial planning process including coordinating submissions through Finance Business Partners and reviewing financial plans to ensure high quality budget setting and monitoring. Providing financial support and guidance throughout, including providing specialist advice on key strategic financial management areas such as: risks and opportunities within budgeting and forecast outturns, financial planning and wider risk management, decision making, capital accounting and delegations. Preparing materials for the client decision making through scenario planning and attending meetings with Finance Business Partners on a monthly/quarterly basis to understand the financial environment and identify then implement effective analysis requirements. Assist with completion of the the clients statutory accounts in accordance with the relevant IFRS accounting standards, policies and procedures. This includes assisting with completion of the asset notes (including reviewing and authorising asset forms) and preparation of the financial performance disclosures. Completion of all regular financial submissions for Scottish Government, including reporting on the monthly corporate budget position and forecast outturn, preparation of the Autumn & Spring Budget revisions and budget profiling. Essential Skills & Experience: Membership of a recognised professional accountancy body e.g. ACCA, CIPFA, CIMA. Candidates in the final stages of becoming qualified with relevant financial experience will also be considered. Financial Experience: Experience of coordinating and managing budgets, with the ability to constructively analyse, scrutinise and challenge financial plans, including providing guidance and support to a wide range of staff in accordance with policy and procedures. Management Experience: Previous management experience within a Finance function with the ability to successfully manage people ensuring all tasks are completed within required timescales. Accountancy Experience: Experience in supporting the production of statutory accounts under IFRS, including preparation of supporting schedules. Technical Knowledge: Detailed understanding of a financial accounting system with the ability to interrogate and report effectively from the system and using Excel at an advanced level. This role has been deemed Inside IR35 by the client. Applicants must hold, or be happy to apply for, a valid Basic Disclosure Scotland. Please click the link to apply. Always use these settings
This is a role for an experienced Paraplanner who enjoys the technical depth of financial planning - but also wants a genuine, structured pathway into becoming a Financial Adviser. The business is a directly authorised, FCA-regulated financial planning firm in London, delivering highly bespoke, holistic advice across complex client situations. The focus is on proper financial planning, not product-led sales, with a strong emphasis on understanding clients in depth and building long-term, meaningful relationships. This opportunity has been created for a Paraplanner to work directly alongside an adviser, supporting high-quality financial planning for a portfolio of established clients, with a clear route to taking on those clients over time in an adviser capacity. The Opportunity You'll join a close-knit planning team supporting a Chartered Financial Planner, alongside a financial planning administrator and relationship manager. You'll play a central role in building detailed, technical financial plans while developing the experience and confidence needed to progress into an adviser role. This is a genuinely varied position where you can stay close to complex financial planning work while gradually stepping into client-facing responsibilities. Key Responsibilities Producing detailed research, analysis and financial planning recommendations Building complex cashflow models to support long-term client strategy Writing high-quality suitability reports and technical planning documents Supporting holistic financial planning across pensions, investments, tax, and estate planning Attending client meetings with the adviser and gradually increasing client exposure Working closely with the adviser on complex planning cases Supporting specialist areas including family law financial planning and trust-related work Ensuring all recommendations are technically robust and clearly communicated About You You will ideally be: Chartered or working towards Chartered status Technically strong, with a genuine interest in complex financial planning Comfortable building detailed financial analysis and cashflow models Confident working closely with advisers and clients Ambitious, with a clear desire to progress from Paraplanner into a Financial Adviser role What's on Offer Salary to £80,000 Discretionary bonus scheme (circa 10%) Pension scheme (employer 5% / employee 3%, rising to 10% employer contribution) Group life assurance Income Protection Private Medical Insurance 25 days holiday + bank holidays (increasing with service up to 30 days + bank holidays) Additional birthday and Christmas shopping days Full exam support through to Chartered Financial Planner status (2 study days per exam) Monthly and quarterly team social events Flexible and remote working after probation This is an excellent and rare opportunity for a Paraplanner who wants more than just report writing - and is ready to step towards a long-term adviser career within a high-quality financial planning environment. If this role is of interest, please send your CV to Harry at Financial Divisions
Apr 01, 2026
Full time
This is a role for an experienced Paraplanner who enjoys the technical depth of financial planning - but also wants a genuine, structured pathway into becoming a Financial Adviser. The business is a directly authorised, FCA-regulated financial planning firm in London, delivering highly bespoke, holistic advice across complex client situations. The focus is on proper financial planning, not product-led sales, with a strong emphasis on understanding clients in depth and building long-term, meaningful relationships. This opportunity has been created for a Paraplanner to work directly alongside an adviser, supporting high-quality financial planning for a portfolio of established clients, with a clear route to taking on those clients over time in an adviser capacity. The Opportunity You'll join a close-knit planning team supporting a Chartered Financial Planner, alongside a financial planning administrator and relationship manager. You'll play a central role in building detailed, technical financial plans while developing the experience and confidence needed to progress into an adviser role. This is a genuinely varied position where you can stay close to complex financial planning work while gradually stepping into client-facing responsibilities. Key Responsibilities Producing detailed research, analysis and financial planning recommendations Building complex cashflow models to support long-term client strategy Writing high-quality suitability reports and technical planning documents Supporting holistic financial planning across pensions, investments, tax, and estate planning Attending client meetings with the adviser and gradually increasing client exposure Working closely with the adviser on complex planning cases Supporting specialist areas including family law financial planning and trust-related work Ensuring all recommendations are technically robust and clearly communicated About You You will ideally be: Chartered or working towards Chartered status Technically strong, with a genuine interest in complex financial planning Comfortable building detailed financial analysis and cashflow models Confident working closely with advisers and clients Ambitious, with a clear desire to progress from Paraplanner into a Financial Adviser role What's on Offer Salary to £80,000 Discretionary bonus scheme (circa 10%) Pension scheme (employer 5% / employee 3%, rising to 10% employer contribution) Group life assurance Income Protection Private Medical Insurance 25 days holiday + bank holidays (increasing with service up to 30 days + bank holidays) Additional birthday and Christmas shopping days Full exam support through to Chartered Financial Planner status (2 study days per exam) Monthly and quarterly team social events Flexible and remote working after probation This is an excellent and rare opportunity for a Paraplanner who wants more than just report writing - and is ready to step towards a long-term adviser career within a high-quality financial planning environment. If this role is of interest, please send your CV to Harry at Financial Divisions
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office, IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Apr 01, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office, IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
This is a fantastic opportunity for a Corporate Tax Assistant Manager who is looking for an environment where they will be able to accelerate their knowledge, skills and development in a creative, entrepreneurial and supportive team working with lots of fantastic clients along the way. Client Details Our client has one of the world's largest networks of audit, tax and consulting firms. They deliver big ideas and a premium service to help middle-market businesses thrive. Description Operating as a key part of the client service team for a variety of clients, involving regular liaison externally and working internally to plan and execute the delivery of work. Delivering a high-quality corporation tax compliance service to your clients. Addressing any queries or enquiries regarding tax filings or payments from HMRC. Working closely with your colleagues to provide value adding, technically accurate, clear and concise tax advice covering a range of technical issues relevant to your clients' business risks, challenges and opportunities. Such areas are likely to include: loss relief, tax relief on interest, transfer pricing, R&D tax relief, capital allowances, group reorganisations, shareholder reorganisations, international tax matters and acquisitions & disposals. Assisting colleagues in other departments to help them provide a high-quality service to their clients and identify tax related risks and opportunities. Maintaining a knowledge of the breadth of the firm's capability as well as general business and economic factors relevant to our clients. Interacting and building productive relationships with peers. Continually improving your skills, knowledge and capability for the benefit of our clients as well as your own development. Providing coaching and guidance to junior members of the team in a confident manner. Attending team meetings and training as required. Always ensuring quality by adhering to the firm's quality standards. Carrying out any other duties within the scope, spirit and purpose of the job, the title of the role and its grading, as requested by the line manager or any Partner. Profile ACA, CA and/or CTA qualification. Background in an Accountancy Practice with good knowledge of corporate tax. Proven experience in client handling and managing a busy portfolio. Excellent communication and organisation skills. Experience of using specialist tax software is advantageous. Job Offer A competitive salary & benefits package. The opportunity to work in a prestigious firm in the accountancy industry. A supportive and inclusive working environment in Gatwick. Continuous professional development opportunities. A rewarding role with significant client exposure.
Apr 01, 2026
Full time
This is a fantastic opportunity for a Corporate Tax Assistant Manager who is looking for an environment where they will be able to accelerate their knowledge, skills and development in a creative, entrepreneurial and supportive team working with lots of fantastic clients along the way. Client Details Our client has one of the world's largest networks of audit, tax and consulting firms. They deliver big ideas and a premium service to help middle-market businesses thrive. Description Operating as a key part of the client service team for a variety of clients, involving regular liaison externally and working internally to plan and execute the delivery of work. Delivering a high-quality corporation tax compliance service to your clients. Addressing any queries or enquiries regarding tax filings or payments from HMRC. Working closely with your colleagues to provide value adding, technically accurate, clear and concise tax advice covering a range of technical issues relevant to your clients' business risks, challenges and opportunities. Such areas are likely to include: loss relief, tax relief on interest, transfer pricing, R&D tax relief, capital allowances, group reorganisations, shareholder reorganisations, international tax matters and acquisitions & disposals. Assisting colleagues in other departments to help them provide a high-quality service to their clients and identify tax related risks and opportunities. Maintaining a knowledge of the breadth of the firm's capability as well as general business and economic factors relevant to our clients. Interacting and building productive relationships with peers. Continually improving your skills, knowledge and capability for the benefit of our clients as well as your own development. Providing coaching and guidance to junior members of the team in a confident manner. Attending team meetings and training as required. Always ensuring quality by adhering to the firm's quality standards. Carrying out any other duties within the scope, spirit and purpose of the job, the title of the role and its grading, as requested by the line manager or any Partner. Profile ACA, CA and/or CTA qualification. Background in an Accountancy Practice with good knowledge of corporate tax. Proven experience in client handling and managing a busy portfolio. Excellent communication and organisation skills. Experience of using specialist tax software is advantageous. Job Offer A competitive salary & benefits package. The opportunity to work in a prestigious firm in the accountancy industry. A supportive and inclusive working environment in Gatwick. Continuous professional development opportunities. A rewarding role with significant client exposure.
Job Title: Senior Paraplanner Industry: Financial Planning Location: Glasgow (Hybrid) Salary: £50,000 - £62,000 Job reference: 10033 Job Description: Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Glasgow to join a leading and forward-thinking wealth management team. If you're passionate about delivering high-quality financial planning support and mentoring junior colleagues, this is the company for you. The Senior Paraplanner will take a senior role within the paraplanning team, producing comprehensive suitability reports, coordinating technical research, and ensuring all client communications meet regulatory standards. You will also support Wealth Planners with complex financial planning cases, assist in onboarding and mentoring new team members, and contribute to process improvements across the team. What's in it for you? Competitive salary of £50,000 - £62,000 Senior role with responsibility for mentoring and coaching junior colleagues Exposure to complex client cases and a broad range of financial products Hybrid working Extensive benefits package Opportunities for career progression and professional development, including support towards Chartered status Collaborative team environment with involvement in process improvement initiatives Skills and experience required: Proven experience handling complex financial planning cases and producing suitability reports RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Progressing towards Advanced Diploma or Chartered Financial Planner status (desirable) Strong numerical and analytical skills with exceptional attention to detail Proficiency in Microsoft Office; experience with XPlan and cashflow software preferred Demonstrated team leadership, collaboration, and coaching skills 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 professionals. Recruit UK are pleased to be working with a leading wealth management team in Birmingham on this Senior Paraplanner role. 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. 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.
Apr 01, 2026
Full time
Job Title: Senior Paraplanner Industry: Financial Planning Location: Glasgow (Hybrid) Salary: £50,000 - £62,000 Job reference: 10033 Job Description: Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Glasgow to join a leading and forward-thinking wealth management team. If you're passionate about delivering high-quality financial planning support and mentoring junior colleagues, this is the company for you. The Senior Paraplanner will take a senior role within the paraplanning team, producing comprehensive suitability reports, coordinating technical research, and ensuring all client communications meet regulatory standards. You will also support Wealth Planners with complex financial planning cases, assist in onboarding and mentoring new team members, and contribute to process improvements across the team. What's in it for you? Competitive salary of £50,000 - £62,000 Senior role with responsibility for mentoring and coaching junior colleagues Exposure to complex client cases and a broad range of financial products Hybrid working Extensive benefits package Opportunities for career progression and professional development, including support towards Chartered status Collaborative team environment with involvement in process improvement initiatives Skills and experience required: Proven experience handling complex financial planning cases and producing suitability reports RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Progressing towards Advanced Diploma or Chartered Financial Planner status (desirable) Strong numerical and analytical skills with exceptional attention to detail Proficiency in Microsoft Office; experience with XPlan and cashflow software preferred Demonstrated team leadership, collaboration, and coaching skills 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 professionals. Recruit UK are pleased to be working with a leading wealth management team in Birmingham on this Senior Paraplanner role. 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. 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.
Job Title: Senior Paraplanner Industry: Financial Planning Location: Edinburgh (Hybrid) Salary: £50,000 - £62,000 Job reference: 10033 Job Description: Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Edinburgh to join a leading and forward-thinking wealth management team. If you're passionate about delivering high-quality financial planning support and mentoring junior colleagues, this is the company for you. The Senior Paraplanner will take a senior role within the paraplanning team, producing comprehensive suitability reports, coordinating technical research, and ensuring all client communications meet regulatory standards. You will also support Wealth Planners with complex financial planning cases, assist in onboarding and mentoring new team members, and contribute to process improvements across the team. What's in it for you? Competitive salary of £50,000 - £62,000 Senior role with responsibility for mentoring and coaching junior colleagues Exposure to complex client cases and a broad range of financial products Hybrid working Extensive benefits package Opportunities for career progression and professional development, including support towards Chartered status Collaborative team environment with involvement in process improvement initiatives Skills and experience required: Proven experience handling complex financial planning cases and producing suitability reports RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Progressing towards Advanced Diploma or Chartered Financial Planner status (desirable) Strong numerical and analytical skills with exceptional attention to detail Proficiency in Microsoft Office; experience with XPlan and cashflow software preferred Demonstrated team leadership, collaboration, and coaching skills 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 professionals. Recruit UK are pleased to be working with a leading wealth management team in Birmingham on this Senior Paraplanner role. 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. 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.
Apr 01, 2026
Full time
Job Title: Senior Paraplanner Industry: Financial Planning Location: Edinburgh (Hybrid) Salary: £50,000 - £62,000 Job reference: 10033 Job Description: Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Edinburgh to join a leading and forward-thinking wealth management team. If you're passionate about delivering high-quality financial planning support and mentoring junior colleagues, this is the company for you. The Senior Paraplanner will take a senior role within the paraplanning team, producing comprehensive suitability reports, coordinating technical research, and ensuring all client communications meet regulatory standards. You will also support Wealth Planners with complex financial planning cases, assist in onboarding and mentoring new team members, and contribute to process improvements across the team. What's in it for you? Competitive salary of £50,000 - £62,000 Senior role with responsibility for mentoring and coaching junior colleagues Exposure to complex client cases and a broad range of financial products Hybrid working Extensive benefits package Opportunities for career progression and professional development, including support towards Chartered status Collaborative team environment with involvement in process improvement initiatives Skills and experience required: Proven experience handling complex financial planning cases and producing suitability reports RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Progressing towards Advanced Diploma or Chartered Financial Planner status (desirable) Strong numerical and analytical skills with exceptional attention to detail Proficiency in Microsoft Office; experience with XPlan and cashflow software preferred Demonstrated team leadership, collaboration, and coaching skills 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 professionals. Recruit UK are pleased to be working with a leading wealth management team in Birmingham on this Senior Paraplanner role. 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. 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.
Marketing Manager £50,000-£55,000 Epsom (Hybrid: 3 days in the office and 2 days from home) Sector: Design and manufactures specialist solutions for commercial technology equipment. We're working with a business that provides a mix of workplace wellbeing solutions to organisations across the UK and internationally. They're looking for an experienced Marketing Manager who has worked in a service or product-based environment and is confident leading the day-to-day delivery of campaigns, launches and events. About the role This is a hands-on position where you'll manage the delivery of marketing activity across digital, content, product launches and events. You'll lead a team of 3 work closely with Product Management and Sales, and keep campaigns aligned with commercial priorities. What you'll be doing Planning and delivering multi-channel campaigns. Managing product launches from early planning through to delivery. Supporting, guiding and developing direct reports. Coordinating all marketing activity around trade events. Keeping messaging consistent across channels. Using campaign data to identify improvements. Helping refine processes and explore new tools or technology. Working with senior stakeholders on quarterly and go-to-market plans. What we're looking for Experience delivering integrated campaigns (digital, content, website, events). Background in either a product-based or service-led business Experience managing or mentoring a team. Comfortable using CRM, marketing automation and reporting tools. Highly organised, calm under pressure and good at prioritising. Someone who enjoys improving processes and trying new approaches. Why this role? Salary of £50k-£55k Hybrid working with flexibility A role with genuine variety across campaigns, launches and events Opportunity to develop this role within the organisation Occasional UK and international travel for trade events - 4 times a year
Apr 01, 2026
Full time
Marketing Manager £50,000-£55,000 Epsom (Hybrid: 3 days in the office and 2 days from home) Sector: Design and manufactures specialist solutions for commercial technology equipment. We're working with a business that provides a mix of workplace wellbeing solutions to organisations across the UK and internationally. They're looking for an experienced Marketing Manager who has worked in a service or product-based environment and is confident leading the day-to-day delivery of campaigns, launches and events. About the role This is a hands-on position where you'll manage the delivery of marketing activity across digital, content, product launches and events. You'll lead a team of 3 work closely with Product Management and Sales, and keep campaigns aligned with commercial priorities. What you'll be doing Planning and delivering multi-channel campaigns. Managing product launches from early planning through to delivery. Supporting, guiding and developing direct reports. Coordinating all marketing activity around trade events. Keeping messaging consistent across channels. Using campaign data to identify improvements. Helping refine processes and explore new tools or technology. Working with senior stakeholders on quarterly and go-to-market plans. What we're looking for Experience delivering integrated campaigns (digital, content, website, events). Background in either a product-based or service-led business Experience managing or mentoring a team. Comfortable using CRM, marketing automation and reporting tools. Highly organised, calm under pressure and good at prioritising. Someone who enjoys improving processes and trying new approaches. Why this role? Salary of £50k-£55k Hybrid working with flexibility A role with genuine variety across campaigns, launches and events Opportunity to develop this role within the organisation Occasional UK and international travel for trade events - 4 times a year
Trainee Financial Advisor - Mortgage background required. Leading Specialist Wealth Manager, Based Central London £35,000 + Excellent Package An award-winning London Wealth Management Company are looking to expand their Wealth Management team with the appointment of a new Trainee Financial Advisor. This is an exciting time to join the company as they continue to grow the company through 2026. They have an excellent reputation and believe in developing employees' knowledge and offering strong career development opportunities. The company offers an excellent, structured training & development programme and will assist you with professional qualifications in Wealth Management. They are ideally looking for a candidate who is currently working in the Mortgage sector who has gained CeMap or working towards, who would like to train and develop within Wealth Management / Financial Planning. The company will offer full training and use your client management skills, relationship building, and financial services knowledge to develop you into a qualified financial advisor. Specifics of the role will include - Support the Wealth Management team deliver bespoke mortgage advice to HNW / UHNW clients, managing the whole process journey and client requirements. Build relationships with clients, lenders and internal teams to deliver a seamless advice service. Manage end to end Mortgage advice including factfinding, research, proposal, application and delivery. Understand the complexity of bespoke mortgage solutions to high net worth clients who may have specific none universal requirements. Find solutions and take ownership of problem solving. Develop knowledge and deliver protection planning. Work closely with the team, developing your knowledge of wealth management, investment and pension products, working towards a transition into financial planning. Study towards your diploma in financial planning. Fully supported Understand and develop the relationship management skills required to deliver first class wealth management advice to high profile clients. To apply for the role, you MUST HAVE PREVIOUS MORTGAGE EXPERIENCE. You will also need to display excellent communication skills, a strong work ethic and desire to do well and have an all-round positive and enthusiastic approach. In return, our client offers the opportunity to work in a genuinely interesting and dynamic environment for a rapidly expanding organisation. They will offer the opportunity to further develop and take professional qualifications. For more information, please contact Richard Garbett
Apr 01, 2026
Full time
Trainee Financial Advisor - Mortgage background required. Leading Specialist Wealth Manager, Based Central London £35,000 + Excellent Package An award-winning London Wealth Management Company are looking to expand their Wealth Management team with the appointment of a new Trainee Financial Advisor. This is an exciting time to join the company as they continue to grow the company through 2026. They have an excellent reputation and believe in developing employees' knowledge and offering strong career development opportunities. The company offers an excellent, structured training & development programme and will assist you with professional qualifications in Wealth Management. They are ideally looking for a candidate who is currently working in the Mortgage sector who has gained CeMap or working towards, who would like to train and develop within Wealth Management / Financial Planning. The company will offer full training and use your client management skills, relationship building, and financial services knowledge to develop you into a qualified financial advisor. Specifics of the role will include - Support the Wealth Management team deliver bespoke mortgage advice to HNW / UHNW clients, managing the whole process journey and client requirements. Build relationships with clients, lenders and internal teams to deliver a seamless advice service. Manage end to end Mortgage advice including factfinding, research, proposal, application and delivery. Understand the complexity of bespoke mortgage solutions to high net worth clients who may have specific none universal requirements. Find solutions and take ownership of problem solving. Develop knowledge and deliver protection planning. Work closely with the team, developing your knowledge of wealth management, investment and pension products, working towards a transition into financial planning. Study towards your diploma in financial planning. Fully supported Understand and develop the relationship management skills required to deliver first class wealth management advice to high profile clients. To apply for the role, you MUST HAVE PREVIOUS MORTGAGE EXPERIENCE. You will also need to display excellent communication skills, a strong work ethic and desire to do well and have an all-round positive and enthusiastic approach. In return, our client offers the opportunity to work in a genuinely interesting and dynamic environment for a rapidly expanding organisation. They will offer the opportunity to further develop and take professional qualifications. For more information, please contact Richard Garbett
About you You are the kind of person who just gets things done. You are not precious about job titles. You are as happy running a printer as you are finishing, prepping or jumping in wherever needed to keep things moving. You take pride in output. Clean prints, accurate colours, tidy finishing. You notice the details and you care about them. If you like variety and being part of a small, busy production team where no two days look exactly the same, this will suit you. Your experience You have experience in print production, ideally within large format, signage, branding or display. You have operated large format printers, whether that is UV, latex or solvent, and you understand different substrates such as vinyl, boards, fabrics and specialist materials. You are comfortable with RIP software, file checks and basic colour management. You have experience with finishing. Cutting, laminating, mounting or prepping graphics for install. You are hands on, practical and happy working across different parts of production rather than being tied to one machine. What you will be doing with your experience in this role You will be part of the production team, running large format print jobs day to day. You will prepare files for print, check artwork and ensure everything is set correctly before production starts. You will operate printers, monitor output and maintain quality throughout each run. You will support finishing, including trimming, laminating and preparing graphics ready for dispatch or install. You will help keep the production area organised, machines maintained and jobs moving through the workflow efficiently. You will work closely with the wider team to meet deadlines and deliver high-quality branded graphics. About the business This is a brand solutions business specialising in large format print, signage and branded environments. They support clients with everything from design through to production and delivery of visual branding across retail, events and commercial spaces. It is a hands-on, fast-paced environment where quality and service matter, and where everyone plays a part in getting work out the door to a high standard. You would be joining a growing team with a strong reputation and a steady flow of varied work. Next steps A CV isn't needed to start a conversation, so no matter stage you're at in your job search, get in touch to discuss
Apr 01, 2026
Full time
About you You are the kind of person who just gets things done. You are not precious about job titles. You are as happy running a printer as you are finishing, prepping or jumping in wherever needed to keep things moving. You take pride in output. Clean prints, accurate colours, tidy finishing. You notice the details and you care about them. If you like variety and being part of a small, busy production team where no two days look exactly the same, this will suit you. Your experience You have experience in print production, ideally within large format, signage, branding or display. You have operated large format printers, whether that is UV, latex or solvent, and you understand different substrates such as vinyl, boards, fabrics and specialist materials. You are comfortable with RIP software, file checks and basic colour management. You have experience with finishing. Cutting, laminating, mounting or prepping graphics for install. You are hands on, practical and happy working across different parts of production rather than being tied to one machine. What you will be doing with your experience in this role You will be part of the production team, running large format print jobs day to day. You will prepare files for print, check artwork and ensure everything is set correctly before production starts. You will operate printers, monitor output and maintain quality throughout each run. You will support finishing, including trimming, laminating and preparing graphics ready for dispatch or install. You will help keep the production area organised, machines maintained and jobs moving through the workflow efficiently. You will work closely with the wider team to meet deadlines and deliver high-quality branded graphics. About the business This is a brand solutions business specialising in large format print, signage and branded environments. They support clients with everything from design through to production and delivery of visual branding across retail, events and commercial spaces. It is a hands-on, fast-paced environment where quality and service matter, and where everyone plays a part in getting work out the door to a high standard. You would be joining a growing team with a strong reputation and a steady flow of varied work. Next steps A CV isn't needed to start a conversation, so no matter stage you're at in your job search, get in touch to discuss
Your new company You will be joining a large, well-established organisation within the North West that provides essential services to communities across the region. Known for its strong social purpose and commitment to long-term investment, the organisation is continuing to grow and innovate while maintaining a supportive, flexible and progressive working environment for its employees. With a focus on professional development, colleague wellbeing and inclusive culture, this is an employer that empowers people to reach their full potential while contributing to positive outcomes for local communities. Your new role As Interim Head of Treasury, Financial Planning & Development, you will step into a pivotal senior leadership role overseeing the organisation's treasury management, long-term financial planning and development finance functions. You will lead the production and maintenance of a robust 30-year financial plan, manage treasury strategy and ensure strong financial controland assurance across a significant development programme. Working closely with Finance Business Partners and leadership teams, you will oversee budgeting, forecasting and financial modelling, providing high-quality analysis to support strategic decision-making.Alongside the technical responsibilities, you will lead and develop teams across Treasury and Financial Planning, champion best practice, ensure data integrity and foster a high-performance culture. This is a 12-month fixed-term contract, primarily home-based, with occasional travel to offices within Greater Manchester and the wider North West. What you'll need to succeed To excel in this role, you will bring: Extensive senior-level experience in treasury, financial planning and development finance A proven ability to produce high-quality long-term plans, forecasts and performance reporting Experience managing complex internal and external financial stakeholders Strong leadership skills,with a track record of developing and motivating high-performing teams Excellent communication and report-writing ability, able to engage both financial and non-financial audiences Solid IT skills including intermediate Excel and financial modelling systems such as BRIXX, Provalor Sequel A strong understanding of value-for-money principles A full accountancy qualification (ACA, ACCA, CIMA or equivalent) Sector experience within housing, regulated environments or other asset-based sectors, along with treasury or investment qualifications (ACT, CFA etc.),would be advantageous but not essential. What you'll get in return You will receive ahighly competitive benefits package, including: 35-hour working week 40 days of paid leave per year (32 days annual leave + bank holidays) Pension scheme with up to 10% matched contributions Healthcare cash plan with access to dental, optical, physiotherapy and private GP services Flexible working policies and a range of family-friendly support Salary Finance options including loans and savings Opportunity to increase annual leave with service or through a holiday purchase scheme Annual £150 Learning for Life allowance Discounts and cashback across retail, travel and lifestyle Two paid half-days per year for volunteering Ongoing development, training and professional qualification support This is an excellent opportunity to make a significant impact at senior level within an organisation that truly values its people and its purpose. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Apr 01, 2026
Full time
Your new company You will be joining a large, well-established organisation within the North West that provides essential services to communities across the region. Known for its strong social purpose and commitment to long-term investment, the organisation is continuing to grow and innovate while maintaining a supportive, flexible and progressive working environment for its employees. With a focus on professional development, colleague wellbeing and inclusive culture, this is an employer that empowers people to reach their full potential while contributing to positive outcomes for local communities. Your new role As Interim Head of Treasury, Financial Planning & Development, you will step into a pivotal senior leadership role overseeing the organisation's treasury management, long-term financial planning and development finance functions. You will lead the production and maintenance of a robust 30-year financial plan, manage treasury strategy and ensure strong financial controland assurance across a significant development programme. Working closely with Finance Business Partners and leadership teams, you will oversee budgeting, forecasting and financial modelling, providing high-quality analysis to support strategic decision-making.Alongside the technical responsibilities, you will lead and develop teams across Treasury and Financial Planning, champion best practice, ensure data integrity and foster a high-performance culture. This is a 12-month fixed-term contract, primarily home-based, with occasional travel to offices within Greater Manchester and the wider North West. What you'll need to succeed To excel in this role, you will bring: Extensive senior-level experience in treasury, financial planning and development finance A proven ability to produce high-quality long-term plans, forecasts and performance reporting Experience managing complex internal and external financial stakeholders Strong leadership skills,with a track record of developing and motivating high-performing teams Excellent communication and report-writing ability, able to engage both financial and non-financial audiences Solid IT skills including intermediate Excel and financial modelling systems such as BRIXX, Provalor Sequel A strong understanding of value-for-money principles A full accountancy qualification (ACA, ACCA, CIMA or equivalent) Sector experience within housing, regulated environments or other asset-based sectors, along with treasury or investment qualifications (ACT, CFA etc.),would be advantageous but not essential. What you'll get in return You will receive ahighly competitive benefits package, including: 35-hour working week 40 days of paid leave per year (32 days annual leave + bank holidays) Pension scheme with up to 10% matched contributions Healthcare cash plan with access to dental, optical, physiotherapy and private GP services Flexible working policies and a range of family-friendly support Salary Finance options including loans and savings Opportunity to increase annual leave with service or through a holiday purchase scheme Annual £150 Learning for Life allowance Discounts and cashback across retail, travel and lifestyle Two paid half-days per year for volunteering Ongoing development, training and professional qualification support This is an excellent opportunity to make a significant impact at senior level within an organisation that truly values its people and its purpose. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Eden Brown Synergy are working with a Local Authority in Suffolk who are looking to recruit an experienced Head of Finance on a permanent basis. The client is on an ambitious journey and as part of this, there is an exciting opportunity for a proactive, passionate and positive Head of Finance to bring financial expertise and leadership to the Organisation. Reporting to the Council's Assistant Director, Finance and working closely with their Director of Resources, you will lead their experienced Financial Planning and Technical Finance functions. The Council is also preparing for Local Government Reorganisation (LGR), a once-in-a-generation transformation in how local services are delivered across Suffolk. This role will be critical in maintaining strong financial management and resilience throughout this period of change, ensuring the Council is well-positioned for a sustainable future. Contract: Full time & permanent Salary: £63,092 - £67,853 per annum Working pattern: Hybrid (1 day a week minimum in the office) The role: You will lead the Council's technical finance function, ensuring robust, strategic, and compliant financial operations. Key responsibilities include: Providing strategic leadership on statutory accounting, treasury management, taxation, and financial compliance. Acting as a principal financial advisor to the Council, Executive, Committees, and senior managers. Leading the closure of accounts, production of the Statement of Accounts, and liaison with External Audit. Line managing the Finance Manager and providing strategic direction to the Technical, Treasury, Insurance, Income and Payments team. Identifying and leading opportunities for innovation, compliance improvements, and risk mitigation. Maintaining up-to-date knowledge of relevant legislation and standards. About you: The client is looking for qualified finance professionals (CIPFA, ACCA, CIMA or equivalent) with: Strong leadership and people management skills. A track record of delivering high-quality financial services in a complex organisation. Excellent communication and influencing skills. A proactive, collaborative approach to problem-solving and innovation. Highly organised and agile, with the ability to adapt quickly in a changing environment. Experience in local government or a similar public sector environment is highly desirable. As well as a good salary, they offer a career average pension scheme, generous holiday and sick pay entitlements, relocation assistance, subsidised parking for work and leisure, public transport discounts, free swimming and gym membership, cycle purchase scheme, plenty of personal and professional development opportunities, flexible working, hybrid working opportunities, an employee assistance programme and the opportunity to work with great colleagues. For the right candidate, the role may include designation as the Council's Deputy Section 151 Officer. Where this applies, an additional allowance of £5,000 will be provided to reflect these statutory responsibilities. If you are have all the experience, skills and knowledge to carry out the role as set out above, please apply ASAP! Closing date: Wednesday 1st April 2026. Thank you Charlotte Townend Eden Brown Synergy is an equal opportunities employer. Eden Brown Limited is a limited company registered in England and Wales with registered number . Our registered address is 5th floor 4 Coleman Street, London, EC2R 5AR, part of nGAGE Specialist Recruitment Limited T/A nGAGE Talent. Please consider the environment before printing this e-mail. This message is intended solely for the addressee and may contain confidential information. If you have received this message in error, please send it back to us, and immediately and permanently delete it. Do not use, copy or disclose the information contained in this message or in any attachment. We take reasonable precautions to ensure no viruses are present in this email but cannot accept responsibility for any loss or damage sustained as a result of computer viruses and the recipient must ensure that the email (and attachments) are virus free.
Apr 01, 2026
Full time
Eden Brown Synergy are working with a Local Authority in Suffolk who are looking to recruit an experienced Head of Finance on a permanent basis. The client is on an ambitious journey and as part of this, there is an exciting opportunity for a proactive, passionate and positive Head of Finance to bring financial expertise and leadership to the Organisation. Reporting to the Council's Assistant Director, Finance and working closely with their Director of Resources, you will lead their experienced Financial Planning and Technical Finance functions. The Council is also preparing for Local Government Reorganisation (LGR), a once-in-a-generation transformation in how local services are delivered across Suffolk. This role will be critical in maintaining strong financial management and resilience throughout this period of change, ensuring the Council is well-positioned for a sustainable future. Contract: Full time & permanent Salary: £63,092 - £67,853 per annum Working pattern: Hybrid (1 day a week minimum in the office) The role: You will lead the Council's technical finance function, ensuring robust, strategic, and compliant financial operations. Key responsibilities include: Providing strategic leadership on statutory accounting, treasury management, taxation, and financial compliance. Acting as a principal financial advisor to the Council, Executive, Committees, and senior managers. Leading the closure of accounts, production of the Statement of Accounts, and liaison with External Audit. Line managing the Finance Manager and providing strategic direction to the Technical, Treasury, Insurance, Income and Payments team. Identifying and leading opportunities for innovation, compliance improvements, and risk mitigation. Maintaining up-to-date knowledge of relevant legislation and standards. About you: The client is looking for qualified finance professionals (CIPFA, ACCA, CIMA or equivalent) with: Strong leadership and people management skills. A track record of delivering high-quality financial services in a complex organisation. Excellent communication and influencing skills. A proactive, collaborative approach to problem-solving and innovation. Highly organised and agile, with the ability to adapt quickly in a changing environment. Experience in local government or a similar public sector environment is highly desirable. As well as a good salary, they offer a career average pension scheme, generous holiday and sick pay entitlements, relocation assistance, subsidised parking for work and leisure, public transport discounts, free swimming and gym membership, cycle purchase scheme, plenty of personal and professional development opportunities, flexible working, hybrid working opportunities, an employee assistance programme and the opportunity to work with great colleagues. For the right candidate, the role may include designation as the Council's Deputy Section 151 Officer. Where this applies, an additional allowance of £5,000 will be provided to reflect these statutory responsibilities. If you are have all the experience, skills and knowledge to carry out the role as set out above, please apply ASAP! Closing date: Wednesday 1st April 2026. Thank you Charlotte Townend Eden Brown Synergy is an equal opportunities employer. Eden Brown Limited is a limited company registered in England and Wales with registered number . Our registered address is 5th floor 4 Coleman Street, London, EC2R 5AR, part of nGAGE Specialist Recruitment Limited T/A nGAGE Talent. Please consider the environment before printing this e-mail. This message is intended solely for the addressee and may contain confidential information. If you have received this message in error, please send it back to us, and immediately and permanently delete it. Do not use, copy or disclose the information contained in this message or in any attachment. We take reasonable precautions to ensure no viruses are present in this email but cannot accept responsibility for any loss or damage sustained as a result of computer viruses and the recipient must ensure that the email (and attachments) are virus free.
Job Type:PermanentSalary:Up to £65,000 per annumLocation:Stratford-upon-Avon Your new company Hays Senior Finance are working with an excellent business in Stratford-upon-Avon as they look to recruit a new Finance Manager on a permanent basis. Our client is a fast-growing technology and telecoms provider, delivering innovative solutions that help customers stay connected, secure and productive. Your new role Reporting into an excellent CFO, you will play a pivotal role in overseeing financial operations and ensuring robust financial controls whilst driving informed decision-making across the business. Main duties: Preparation of consolidated monthly management accounts Manage budgeting, forecasting and cashflow processes Liaise with auditors, external partners and key stakeholders Develop and maintain internal controls and processes Lead the finance team and support continuous improvement Partner with senior leadership to provide financial insights and support strategic decisions What you'll need to succeed Qualified Accountant (ACA/ACCA/CIMA) Strong blend of technical accounting skills and commercial acumen Proven experience in day-to-day financial management Comfortable working to tight deadlines in a fast-paced, multi-entity environment A proactive mindset with a desire to improve systems and processes Highly proficient with Excel and accounting software (Netsuite advantageous) What you'll get in return In return, you will receive a competitive salary and benefits package, and be given the chance to make a real impact in a diverse and forward-thinking organisation. The company boasts a supportive and energetic culture as well as a modern working environment in the heart of Stratford-upon-Avon. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Apr 01, 2026
Full time
Job Type:PermanentSalary:Up to £65,000 per annumLocation:Stratford-upon-Avon Your new company Hays Senior Finance are working with an excellent business in Stratford-upon-Avon as they look to recruit a new Finance Manager on a permanent basis. Our client is a fast-growing technology and telecoms provider, delivering innovative solutions that help customers stay connected, secure and productive. Your new role Reporting into an excellent CFO, you will play a pivotal role in overseeing financial operations and ensuring robust financial controls whilst driving informed decision-making across the business. Main duties: Preparation of consolidated monthly management accounts Manage budgeting, forecasting and cashflow processes Liaise with auditors, external partners and key stakeholders Develop and maintain internal controls and processes Lead the finance team and support continuous improvement Partner with senior leadership to provide financial insights and support strategic decisions What you'll need to succeed Qualified Accountant (ACA/ACCA/CIMA) Strong blend of technical accounting skills and commercial acumen Proven experience in day-to-day financial management Comfortable working to tight deadlines in a fast-paced, multi-entity environment A proactive mindset with a desire to improve systems and processes Highly proficient with Excel and accounting software (Netsuite advantageous) What you'll get in return In return, you will receive a competitive salary and benefits package, and be given the chance to make a real impact in a diverse and forward-thinking organisation. The company boasts a supportive and energetic culture as well as a modern working environment in the heart of Stratford-upon-Avon. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Services Administrator Location: Stone, Staffordshire (In-person) Salary: £26,000 - £30,000 per year Benefits: 25 days' holiday plus bank holidays, two extra days after Christmas Additional holiday entitlement after 5 years' service Option to purchase extra holiday days after 1 year Birthday day off after 1 year Employer pension contributions (e.g., 5% employer / 3% employee) Private Medical Insurance for employee and children under 18 (after 1 year) 3x salary life cover from day one Annual financial wellbeing session or 1:1 advice with an adviser Paid study leave for exams and CPD Funded support for relevant qualifications Quarterly team events and socials Discretionary Christmas bonus Two paid volunteer/charity days per year Flexible working hours (at Operations Manager discretion) About the Company: This is an established firm of Independent Financial Advisers based in Stone, Staffordshire, providing holistic, planning-led financial advice to clients locally and across the UK. The firm specialises in retirement planning, pensions and investment strategy, protection planning, intergenerational wealth planning, tax-efficient structuring, and long-term Key Responsibilities: Create and maintain accurate client records across back-office systems and tools Prepare client documentation and correspondence for meetings Check accuracy and completeness of new business documentation Process business applications efficiently and compliantly Maintain supporting documentation in line with regulatory requirements Record and reconcile fees accurately Liaise with product providers and obtain necessary information Send Letters of Authority and gather client data Obtain illustrations and application forms, produce portfolio valuations Ensure fund switches, rebalances, top-ups, and withdrawals are executed correctly Support Financial Planners in review delivery and diarise client meeting actions Act as a professional point of contact for client enquiries Maintain up-to-date back-office systems and manage calls, post, and correspondence Undertake additional duties as directed by management What We're Looking For: Minimum 1 year administrative experience Minimum 2 years' experience within a financial planning environment Highly organised, methodical, and disciplined Comfortable working within defined processes and meeting deadlines Strong written and verbal communication skills Able to take personal responsibility for tasks with minimal supervision Excellent attention to detail and a positive, supportive attitude Desirable Skills: Certificate in Financial Planning (or working towards) RO1 and LP2 qualifications Knowledge of back-office financial systems and advanced Excel How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further and explore other suitable roles. Due to the high volume of applications, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Apr 01, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Services Administrator Location: Stone, Staffordshire (In-person) Salary: £26,000 - £30,000 per year Benefits: 25 days' holiday plus bank holidays, two extra days after Christmas Additional holiday entitlement after 5 years' service Option to purchase extra holiday days after 1 year Birthday day off after 1 year Employer pension contributions (e.g., 5% employer / 3% employee) Private Medical Insurance for employee and children under 18 (after 1 year) 3x salary life cover from day one Annual financial wellbeing session or 1:1 advice with an adviser Paid study leave for exams and CPD Funded support for relevant qualifications Quarterly team events and socials Discretionary Christmas bonus Two paid volunteer/charity days per year Flexible working hours (at Operations Manager discretion) About the Company: This is an established firm of Independent Financial Advisers based in Stone, Staffordshire, providing holistic, planning-led financial advice to clients locally and across the UK. The firm specialises in retirement planning, pensions and investment strategy, protection planning, intergenerational wealth planning, tax-efficient structuring, and long-term Key Responsibilities: Create and maintain accurate client records across back-office systems and tools Prepare client documentation and correspondence for meetings Check accuracy and completeness of new business documentation Process business applications efficiently and compliantly Maintain supporting documentation in line with regulatory requirements Record and reconcile fees accurately Liaise with product providers and obtain necessary information Send Letters of Authority and gather client data Obtain illustrations and application forms, produce portfolio valuations Ensure fund switches, rebalances, top-ups, and withdrawals are executed correctly Support Financial Planners in review delivery and diarise client meeting actions Act as a professional point of contact for client enquiries Maintain up-to-date back-office systems and manage calls, post, and correspondence Undertake additional duties as directed by management What We're Looking For: Minimum 1 year administrative experience Minimum 2 years' experience within a financial planning environment Highly organised, methodical, and disciplined Comfortable working within defined processes and meeting deadlines Strong written and verbal communication skills Able to take personal responsibility for tasks with minimal supervision Excellent attention to detail and a positive, supportive attitude Desirable Skills: Certificate in Financial Planning (or working towards) RO1 and LP2 qualifications Knowledge of back-office financial systems and advanced Excel How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further and explore other suitable roles. Due to the high volume of applications, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
A rare opportunity has arisen within a specialist Mortgage and Protection operation for a skilled Protection and Insurance Adviser. The role: Insurance and Protection Adviser Employed , full time 40hrs a week, Hybrid working available. Basic salary plus circa 2k a month commission uncapped. Job Summary Our Client seeks a motivated Insurance Advisor to join the team and help clients navigate the complex world of insurance. In this role, you will serve as a trusted consultant, providing expert advice on various insurance products, including critical illness, life, and property insurance. Your energetic approach will empower clients to make informed decisions that protect their futures while fostering long-term relationships. This position offers an exciting opportunity to leverage your sales skills to expand our client base and deliver exceptional customer service. Responsibilities Engage with prospective clients using a CRM database via telephone. Conduct thorough analysis of clients' needs to recommend suitable insurance solutions tailored to their individual circumstances Negotiate policy terms and premiums to achieve mutually beneficial agreements that meet client expectations and company standards Manage sales administration tasks such as processing applications, updating client records, and maintaining accurate documentation Communicate complex insurance concepts clearly and effectively to diverse customer groups Liaise with the mortgage advice team to provide insurance products tailored to the customers mortgage journey. Requirements Experience working in a regulated financial services environment Track record of working to and achieving KPIs /targets Previous experience of making outbound calls Confidence in calling potential clients and building rapport Familiarity with CRM and sales tracking tools Qualifications Ideally CII Level 4/Industry qualifications.
Apr 01, 2026
Full time
A rare opportunity has arisen within a specialist Mortgage and Protection operation for a skilled Protection and Insurance Adviser. The role: Insurance and Protection Adviser Employed , full time 40hrs a week, Hybrid working available. Basic salary plus circa 2k a month commission uncapped. Job Summary Our Client seeks a motivated Insurance Advisor to join the team and help clients navigate the complex world of insurance. In this role, you will serve as a trusted consultant, providing expert advice on various insurance products, including critical illness, life, and property insurance. Your energetic approach will empower clients to make informed decisions that protect their futures while fostering long-term relationships. This position offers an exciting opportunity to leverage your sales skills to expand our client base and deliver exceptional customer service. Responsibilities Engage with prospective clients using a CRM database via telephone. Conduct thorough analysis of clients' needs to recommend suitable insurance solutions tailored to their individual circumstances Negotiate policy terms and premiums to achieve mutually beneficial agreements that meet client expectations and company standards Manage sales administration tasks such as processing applications, updating client records, and maintaining accurate documentation Communicate complex insurance concepts clearly and effectively to diverse customer groups Liaise with the mortgage advice team to provide insurance products tailored to the customers mortgage journey. Requirements Experience working in a regulated financial services environment Track record of working to and achieving KPIs /targets Previous experience of making outbound calls Confidence in calling potential clients and building rapport Familiarity with CRM and sales tracking tools Qualifications Ideally CII Level 4/Industry qualifications.
