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technical support advisor
mbf.
Paraplanner
mbf. Farnham, Surrey
An award-winning, nationally recognised wealth management firm with offices across the UK is seeking an ambitious Paraplanner to join its well-established team. This is an exciting opportunity to become part of a company that truly invests in its people - offering exceptional training, full study support and clear long-term career progression. Working closely with senior financial planners, you'll deliver high-quality paraplanning support, including technical research, suitability report writing and in-depth analysis across a diverse range of pensions and investment cases. You'll be joIning a collaborative, supportive team where your expertise will be valued and developed. For the right person, there are clear pathways into advisory and or management etc - making this position perfect for someone who enjoys the technical depth of paraplanning while keeping future career options open - the client is also happy to consider somebody that is looking for a career paraplanner opportunity. What's on offer: Competitive salary up to £50,000 (depending on experience) Bonus scheme (very good) Comprehensive benefits package Hybrid working arrangement - 2 days in the office and 3 days working from home Ongoing professional development with full study support towards Chartered status A progressive culture that recognises achievement and promotes from within Requirements: Proven experience as a Paraplanner within a financial planning or wealth management environment Strong technical knowledge of pensions and investments Level 4 Diploma qualified (working towards Chartered status highly desirable) Excellent communication skills, with the ability to collaborate effectively with advisers and clients This is an outstanding opportunity to join a market-leading firm where you can make a real impact, enjoy genuine career progression and be part of a business that values professional growth and long-term success.
Mar 18, 2026
Full time
An award-winning, nationally recognised wealth management firm with offices across the UK is seeking an ambitious Paraplanner to join its well-established team. This is an exciting opportunity to become part of a company that truly invests in its people - offering exceptional training, full study support and clear long-term career progression. Working closely with senior financial planners, you'll deliver high-quality paraplanning support, including technical research, suitability report writing and in-depth analysis across a diverse range of pensions and investment cases. You'll be joIning a collaborative, supportive team where your expertise will be valued and developed. For the right person, there are clear pathways into advisory and or management etc - making this position perfect for someone who enjoys the technical depth of paraplanning while keeping future career options open - the client is also happy to consider somebody that is looking for a career paraplanner opportunity. What's on offer: Competitive salary up to £50,000 (depending on experience) Bonus scheme (very good) Comprehensive benefits package Hybrid working arrangement - 2 days in the office and 3 days working from home Ongoing professional development with full study support towards Chartered status A progressive culture that recognises achievement and promotes from within Requirements: Proven experience as a Paraplanner within a financial planning or wealth management environment Strong technical knowledge of pensions and investments Level 4 Diploma qualified (working towards Chartered status highly desirable) Excellent communication skills, with the ability to collaborate effectively with advisers and clients This is an outstanding opportunity to join a market-leading firm where you can make a real impact, enjoy genuine career progression and be part of a business that values professional growth and long-term success.
mbf.
Paraplanner
mbf. Fareham, Hampshire
An award-winning, nationally recognised wealth management firm with offices across the UK is seeking an ambitious Paraplanner to join its well-established team. This is an exciting opportunity to become part of a company that truly invests in its people - offering exceptional training, full study support and clear long-term career progression. Working closely with senior financial planners, you'll deliver high-quality paraplanning support, including technical research, suitability report writing and in-depth analysis across a diverse range of pensions and investment cases. You'll be joining a collaborative, supportive team where your expertise will be valued and developed. For the right person, there are clear pathways into advisory and or management etc - making this position perfect for someone who enjoys the technical depth of paraplanning while keeping future career options open - the client is also happy to consider somebody that is looking for a career paraplanner opportunity. What's on offer: Competitive salary up to £50,000 (depending on experience) Bonus scheme (very good) Comprehensive benefits package Hybrid working arrangement - 2 days in the office and 3 days working from home Ongoing professional development with full study support towards Chartered status A progressive culture that recognises achievement and promotes from within Requirements: Proven experience as a Paraplanner within a financial planning or wealth management environment Strong technical knowledge of pensions and investments Level 4 Diploma qualified (working towards Chartered status highly desirable) Excellent communication skills, with the ability to collaborate effectively with advisers and clients This is an outstanding opportunity to join a market-leading firm where you can make a real impact, enjoy genuine career progression and be part of a business that values professional growth and long-term success.
Mar 18, 2026
Full time
An award-winning, nationally recognised wealth management firm with offices across the UK is seeking an ambitious Paraplanner to join its well-established team. This is an exciting opportunity to become part of a company that truly invests in its people - offering exceptional training, full study support and clear long-term career progression. Working closely with senior financial planners, you'll deliver high-quality paraplanning support, including technical research, suitability report writing and in-depth analysis across a diverse range of pensions and investment cases. You'll be joining a collaborative, supportive team where your expertise will be valued and developed. For the right person, there are clear pathways into advisory and or management etc - making this position perfect for someone who enjoys the technical depth of paraplanning while keeping future career options open - the client is also happy to consider somebody that is looking for a career paraplanner opportunity. What's on offer: Competitive salary up to £50,000 (depending on experience) Bonus scheme (very good) Comprehensive benefits package Hybrid working arrangement - 2 days in the office and 3 days working from home Ongoing professional development with full study support towards Chartered status A progressive culture that recognises achievement and promotes from within Requirements: Proven experience as a Paraplanner within a financial planning or wealth management environment Strong technical knowledge of pensions and investments Level 4 Diploma qualified (working towards Chartered status highly desirable) Excellent communication skills, with the ability to collaborate effectively with advisers and clients This is an outstanding opportunity to join a market-leading firm where you can make a real impact, enjoy genuine career progression and be part of a business that values professional growth and long-term success.
Pavilion Recruitment Solutions
Pension Management Consultant
Pavilion Recruitment Solutions
We are seeking a Pension Management Consultant to join a leading pensions advisory firm. This role is central to supporting the delivery of a wide range of pension projects and services to clients, assisting in scheme management, governance, and reporting. You will work closely with trustee boards, advisers, and internal teams to ensure high-quality outcomes, efficient service delivery, and compliance with regulatory requirements. This is an excellent opportunity for a technically strong pensions professional looking to develop project and client management skills. Key Responsibilities: Support trustee boards with day-to-day pension scheme management, including strategic planning, risk management, and governance oversight. Assist in scheme secretarial duties, including meeting organisation, preparation of agendas, minute-taking, and follow-up actions. Contribute to the coordination and delivery of routine scheme projects (e.g., annual reports and accounts) and governance projects (e.g., trustee effectiveness reviews, service provider assessments). Manage relationships with advisers and service providers, ensuring information is effectively collected, coordinated, and applied. Prepare reports and information for committees, ensuring deadlines and regulatory obligations are met. Support consulting projects across multiple service lines, including governance, programme management, risk management, and adviser/provider consulting. Work with senior colleagues to ensure efficient, cost-effective delivery of services and commercial viability of client work. Assist in business development by supporting client meetings, proposals, and marketing activities. Maintain up-to-date technical pensions knowledge and contribute to training or knowledge sharing with colleagues as required. Provide interim support for senior colleagues when needed and assist with ad-hoc projects. Experience & Skills Required: Solid experience in pensions management, scheme secretarial, or pensions consultancy roles. Strong technical knowledge of pensions legislation, regulations, and industry best practice. Experience supporting trustee boards or corporate sponsors in scheme governance. Project management skills with the ability to coordinate multiple tasks and deadlines. Strong organisational, planning, and time management skills. Excellent communication skills, both written and verbal, with the ability to explain technical matters clearly. Competent in Microsoft Office (Excel, Word, PowerPoint) and able to work with bespoke systems. Professional, proactive, and able to work independently while collaborating effectively with colleagues. Desirable: Professional pensions qualification (APMI, actuarial, or equivalent) or working towards one. Exposure to business development or client-facing activities.
Mar 18, 2026
Full time
We are seeking a Pension Management Consultant to join a leading pensions advisory firm. This role is central to supporting the delivery of a wide range of pension projects and services to clients, assisting in scheme management, governance, and reporting. You will work closely with trustee boards, advisers, and internal teams to ensure high-quality outcomes, efficient service delivery, and compliance with regulatory requirements. This is an excellent opportunity for a technically strong pensions professional looking to develop project and client management skills. Key Responsibilities: Support trustee boards with day-to-day pension scheme management, including strategic planning, risk management, and governance oversight. Assist in scheme secretarial duties, including meeting organisation, preparation of agendas, minute-taking, and follow-up actions. Contribute to the coordination and delivery of routine scheme projects (e.g., annual reports and accounts) and governance projects (e.g., trustee effectiveness reviews, service provider assessments). Manage relationships with advisers and service providers, ensuring information is effectively collected, coordinated, and applied. Prepare reports and information for committees, ensuring deadlines and regulatory obligations are met. Support consulting projects across multiple service lines, including governance, programme management, risk management, and adviser/provider consulting. Work with senior colleagues to ensure efficient, cost-effective delivery of services and commercial viability of client work. Assist in business development by supporting client meetings, proposals, and marketing activities. Maintain up-to-date technical pensions knowledge and contribute to training or knowledge sharing with colleagues as required. Provide interim support for senior colleagues when needed and assist with ad-hoc projects. Experience & Skills Required: Solid experience in pensions management, scheme secretarial, or pensions consultancy roles. Strong technical knowledge of pensions legislation, regulations, and industry best practice. Experience supporting trustee boards or corporate sponsors in scheme governance. Project management skills with the ability to coordinate multiple tasks and deadlines. Strong organisational, planning, and time management skills. Excellent communication skills, both written and verbal, with the ability to explain technical matters clearly. Competent in Microsoft Office (Excel, Word, PowerPoint) and able to work with bespoke systems. Professional, proactive, and able to work independently while collaborating effectively with colleagues. Desirable: Professional pensions qualification (APMI, actuarial, or equivalent) or working towards one. Exposure to business development or client-facing activities.
The Recruitment Experts
Technical Administrator- Wealth Management
The Recruitment Experts Tring, Hertfordshire
Technical Administrator - Growing Wealth Management Firm A dynamic and expanding Wealth Management firm is looking to hire a Technical Administrator to support their team of financial advisers. This is an excellent opportunity for someone organised, proactive, and looking to develop their career in financial services. Salary & Benefits: £20,000 - £35,000 per annum (dependent on experience) Additional benefits including pension, training and development, and supportive team culture Key Responsibilities: Prepare suitability reports, illustrations, and other technical documentation for advisers Process new business and follow-up documentation with providers Conduct compliance and regulatory checks to ensure all client work meets FCA standards Maintain accurate client records, including updates in CRM and advisory systems Support paraplanners and advisers with research and data collation Liaise with providers, clients, and internal teams to resolve queries efficiently Assist with ongoing client reviews and account maintenance Contribute to process improvements and support operational efficiency About You: Experience working in a technical or paraplanning support role within financial services or wealth management Knowledge of financial products, pensions, investments, and protection policies Strong attention to detail and organisational skills Ability to manage multiple tasks and deadlines in a fast-paced environment Excellent written and verbal communication skills Proactive and solutions-focused mindset This role offers the chance to work within a forward-thinking firm and play a key part in delivering excellent client service.
Mar 18, 2026
Full time
Technical Administrator - Growing Wealth Management Firm A dynamic and expanding Wealth Management firm is looking to hire a Technical Administrator to support their team of financial advisers. This is an excellent opportunity for someone organised, proactive, and looking to develop their career in financial services. Salary & Benefits: £20,000 - £35,000 per annum (dependent on experience) Additional benefits including pension, training and development, and supportive team culture Key Responsibilities: Prepare suitability reports, illustrations, and other technical documentation for advisers Process new business and follow-up documentation with providers Conduct compliance and regulatory checks to ensure all client work meets FCA standards Maintain accurate client records, including updates in CRM and advisory systems Support paraplanners and advisers with research and data collation Liaise with providers, clients, and internal teams to resolve queries efficiently Assist with ongoing client reviews and account maintenance Contribute to process improvements and support operational efficiency About You: Experience working in a technical or paraplanning support role within financial services or wealth management Knowledge of financial products, pensions, investments, and protection policies Strong attention to detail and organisational skills Ability to manage multiple tasks and deadlines in a fast-paced environment Excellent written and verbal communication skills Proactive and solutions-focused mindset This role offers the chance to work within a forward-thinking firm and play a key part in delivering excellent client service.
Michael Page Finance
Senior Management Accountant
Michael Page Finance Oxford, Oxfordshire
The Senior Management Accountant will play a pivotal role in overseeing financial operations and providing key insights to support decision-making within this organisation. Based on the outskirts of Oxford, this permanent position offers an excellent opportunity for an experienced professional to advance their career in accounting and finance. Client Details The employer is a well-established organisation in the property industry, known for its robust operations and focus on excellence. As a medium-sized company, they offer an engaging work environment with a clear focus on delivering results and maintaining strong financial performance. Description The Senior Management Accountant will play a pivotal role within the finance team, acting as a senior technical and delivery-focused accountant. The postholder will take day to day ownership of year end audits, statutory accounts coordination, cashbook oversight and external tax liaison, while providing senior support, preparation and review across monthly reporting and balance sheet control. This is a hands on role, suited to a qualified accountant with strong technical skills and experience in property / real estate or multi entity environments Financial Reporting & Year End Lead the planning, coordination and delivery of year end statutory accounts and audits across the group entities. Act as the primary point of contact for external auditors, managing requests, timetables and audit deliverables. Prepare and review statutory financial statements, supporting schedules and audit papers. Support the Financial Controller with complex accounting judgments and technical matters. Tax & External Liaison Act as the main finance contact for PwC, coordinating corporation tax, compliance and related submissions. Support the preparation and review of tax packs and responses to tax queries. Work closely with external advisors to ensure timely and accurate filings. Cash, Banking & Balance Sheet Oversight Provide senior oversight of cashbooks, bank reconciliations and cash flow reporting, ensuring accuracy and robustness of controls. Review key balance sheet reconciliations, resolving legacy issues and strengthening control processes. Support improvements to cash forecasting and monitoring. Monthly & Quarterly Reporting Review monthly individual entity management accounts. Final preparation & review of consolidated management accounts prior to circulation, ensuring accuracy, consistency and quality of commentary. Support the month end close process, working closely with the Financial Accountant and Property Accountant. Provide variance analysis and insight where required. Property & Service Charge Accounting Apply property accounting expertise across rental income, service charges, tenant deposits and development expenditure. Support the review of service charge reconciliations, budgets and year end positions. Assist with accounting implications of new developments, entity restructures and managed buildings. Process Improvement & Systems Help drive improvements in financial controls, documentation and reporting processes. Support finance system and property system developments, including changes arising from system upgrades or replacements. Act as a senior escalation point for complex accounting queries within the team. Team Support Provide technical guidance and informal mentoring to junior team members. Act as a deputy to the Financial Controller on detailed accounting matters when required. Profile A successful Senior Management Accountant should have: Essential Fully qualified accountant (ACA, ACCA, CIMA or equivalent). Strong experience in financial reporting, statutory accounts and audit management. Proven ability to liaise effectively with external auditors and tax advisors. Solid balance sheet, cash and control account experience. Advanced Excel skills and confidence working with accounting systems. Comfortable working in a hands on, delivery focused environment Desirable Experience within property, real estate, REITs or multi entity group structures. Exposure to service charge accounting and tenant based income models. Experience supporting finance system changes or process redesign. Knowledge of Microsoft Dynamics GP or similar ERP systems. Job Offer Competitive salary ranging from £58,000 to £62,000 per annum. Permanent role based in Oxford, providing stability and growth opportunities. Comprehensive benefits package to support your well-being. Collaborative and professional work environment in the property industry. Opportunities for professional development and career advancement. If you are ready to take the next step in your accounting and finance career, apply now to join this forward-thinking organisation in Oxford.
Mar 18, 2026
Full time
The Senior Management Accountant will play a pivotal role in overseeing financial operations and providing key insights to support decision-making within this organisation. Based on the outskirts of Oxford, this permanent position offers an excellent opportunity for an experienced professional to advance their career in accounting and finance. Client Details The employer is a well-established organisation in the property industry, known for its robust operations and focus on excellence. As a medium-sized company, they offer an engaging work environment with a clear focus on delivering results and maintaining strong financial performance. Description The Senior Management Accountant will play a pivotal role within the finance team, acting as a senior technical and delivery-focused accountant. The postholder will take day to day ownership of year end audits, statutory accounts coordination, cashbook oversight and external tax liaison, while providing senior support, preparation and review across monthly reporting and balance sheet control. This is a hands on role, suited to a qualified accountant with strong technical skills and experience in property / real estate or multi entity environments Financial Reporting & Year End Lead the planning, coordination and delivery of year end statutory accounts and audits across the group entities. Act as the primary point of contact for external auditors, managing requests, timetables and audit deliverables. Prepare and review statutory financial statements, supporting schedules and audit papers. Support the Financial Controller with complex accounting judgments and technical matters. Tax & External Liaison Act as the main finance contact for PwC, coordinating corporation tax, compliance and related submissions. Support the preparation and review of tax packs and responses to tax queries. Work closely with external advisors to ensure timely and accurate filings. Cash, Banking & Balance Sheet Oversight Provide senior oversight of cashbooks, bank reconciliations and cash flow reporting, ensuring accuracy and robustness of controls. Review key balance sheet reconciliations, resolving legacy issues and strengthening control processes. Support improvements to cash forecasting and monitoring. Monthly & Quarterly Reporting Review monthly individual entity management accounts. Final preparation & review of consolidated management accounts prior to circulation, ensuring accuracy, consistency and quality of commentary. Support the month end close process, working closely with the Financial Accountant and Property Accountant. Provide variance analysis and insight where required. Property & Service Charge Accounting Apply property accounting expertise across rental income, service charges, tenant deposits and development expenditure. Support the review of service charge reconciliations, budgets and year end positions. Assist with accounting implications of new developments, entity restructures and managed buildings. Process Improvement & Systems Help drive improvements in financial controls, documentation and reporting processes. Support finance system and property system developments, including changes arising from system upgrades or replacements. Act as a senior escalation point for complex accounting queries within the team. Team Support Provide technical guidance and informal mentoring to junior team members. Act as a deputy to the Financial Controller on detailed accounting matters when required. Profile A successful Senior Management Accountant should have: Essential Fully qualified accountant (ACA, ACCA, CIMA or equivalent). Strong experience in financial reporting, statutory accounts and audit management. Proven ability to liaise effectively with external auditors and tax advisors. Solid balance sheet, cash and control account experience. Advanced Excel skills and confidence working with accounting systems. Comfortable working in a hands on, delivery focused environment Desirable Experience within property, real estate, REITs or multi entity group structures. Exposure to service charge accounting and tenant based income models. Experience supporting finance system changes or process redesign. Knowledge of Microsoft Dynamics GP or similar ERP systems. Job Offer Competitive salary ranging from £58,000 to £62,000 per annum. Permanent role based in Oxford, providing stability and growth opportunities. Comprehensive benefits package to support your well-being. Collaborative and professional work environment in the property industry. Opportunities for professional development and career advancement. If you are ready to take the next step in your accounting and finance career, apply now to join this forward-thinking organisation in Oxford.
K3 Capital Group Ltd
Manager, Insolvency & Restructuring
K3 Capital Group Ltd Maidenhead, Berkshire
Manager, Insolvency & Restructuring Quantuma is an independent advisory firm serving the needs of mid-market and corporate companies, as well as their stakeholders. Our experts advise clients on business transactions, resolving business disputes, mitigating risk and managing operational as well as financial challenges. We have deep experience and specialist expertise in restructuring and insolvency, corporate finance, forensic accounting and investigations, cross-border asset recovery and creditor services. We work alongside accountants, major law practices, private equity houses, lenders and regulators. Our 400-strong team operates from 28 offices across the UK, Cyprus, Mauritius, Dubai, the Cayman Islands, the British Virgin Islands (BVI), Singapore, Hong Kong, and Vietnam. Our Corporate Insolvency & Restructuring team is recognised as the leading, independent business advisory firm providing solutions to both lenders and distressed mid-market and corporate companies. The Insolvency & Restructuring Manager, in conjunction with Senior Managers, Directors and Managing Directors, oversees the team to ensure timely and accurate delivery of recovery services. What you will be responsible for Managerial responsibility for a team, providing leadership and guidance to staff members in their duties on a diverse portfolio of cases. Managing and appraising the team engendering a positive attitude to work and professional development and developing staff to maximise their potential. Complete all statutory tasks and formalities in accordance with set deadlines. Maintaining an effective diary system in this respect. Develop and train the team, providing advice, guidance and training on allocated tasks to ensure structured development of person concerned. Setting goals and targets for staff and ensuring they are achieved, also review progress of their cases on a regular basis. Maximising asset realisations and ensuring recoveries are pursued in a pro-active and cost-effective way. Responsible for team WIP management. Review directors' disqualification reports prepared by team members and assist with more complex D1 returns. Chair creditors' meetings when appropriate. Oversee effective use of IPS and Case diaries and make recommendations where appropriate. Liaise with and instruct professional agents and solicitors. Oversee production of high-quality reports and letters. Monitor fees to ensure they are drawn regularly, and in accordance with resolutions passed by creditors. Promotes, cascades and encourages statutory compliance and current legislation, best practice and Quantuma policies and procedures. Develop personal contacts with existing work providers and other professionals within the Recovery / Insolvency market. Be aware of technical developments and be able to recognise their impact on the client base. Actively promotes and cascades 'best practice' in all spheres of role. Partake in and support marketing and business development initiatives with relevant technical commentary and content. Reporting, relationships and management Managing, coaching, and delegating work to Trainees, Administrators, Senior Administrators and Assistant Managers. Assisting with complex cases and responding to client and director queries. Managing referrer and client relationships and liaison with clients to ensure completion of assignments is in line with planned timescales. The qualifications and experience you will need CPI qualified. Studying towards or JIEB qualified. Gained the necessary experience within Recovery. Have proven technical knowledge of different types of insolvency cases, comprising of, but not limited to, ADMs, CVLs, CWUs, CVAs. Professionally qualified ACA / ACCA is beneficial but not essential. Technical skill levels that you will need Excellent compliance skills Level of knowledge to train team in more advanced and effective use of IT including Excel, Word, Outlook, Virtual Cabinet and IPS. Be acknowledged as being the person with particular interest and knowledge in at least one specialist technical area. Maintains & promotes high professional standards of conduct and practice and demonstrates commitment to firms values, initiatives and direction. Applies knowledge of Quantuma, its values, industry, markets and core client base, highlighting potential business opportunities - building commercial awareness and understanding the firms wider services & offerings. Able to organise and manage time efficiently and effectively - managing own time and costs in addition to overseeing the team. Builds a network of contacts / referrers internally and externally. Aware of relevant financial targets and constraints and contributes to achieving these, keeping line manager informed of progress. Converts options into recommendations and resolutions. Developing presentation and technical training skills. Promotes need for continuous learning and considers development of specialist areas of knowledge. As well as being a great place to work, we offer our employees a range of benefits including: Hybrid working (2 or 3 office days) Healthcare cash plan Life assurance An Employee Assistance Programme (EAP). Our EAP is a free and confidential employee benefit designed to help deal with issues that could be affecting general wellbeing. Cycle To Work Scheme Eye Care Employee incentives, discounts and perks. Refer-a-Friend incentive - We hope you enjoy working here so much, you recommend us to your friends and family, you can earn up to £3,000.00 for referring us.
Mar 18, 2026
Full time
Manager, Insolvency & Restructuring Quantuma is an independent advisory firm serving the needs of mid-market and corporate companies, as well as their stakeholders. Our experts advise clients on business transactions, resolving business disputes, mitigating risk and managing operational as well as financial challenges. We have deep experience and specialist expertise in restructuring and insolvency, corporate finance, forensic accounting and investigations, cross-border asset recovery and creditor services. We work alongside accountants, major law practices, private equity houses, lenders and regulators. Our 400-strong team operates from 28 offices across the UK, Cyprus, Mauritius, Dubai, the Cayman Islands, the British Virgin Islands (BVI), Singapore, Hong Kong, and Vietnam. Our Corporate Insolvency & Restructuring team is recognised as the leading, independent business advisory firm providing solutions to both lenders and distressed mid-market and corporate companies. The Insolvency & Restructuring Manager, in conjunction with Senior Managers, Directors and Managing Directors, oversees the team to ensure timely and accurate delivery of recovery services. What you will be responsible for Managerial responsibility for a team, providing leadership and guidance to staff members in their duties on a diverse portfolio of cases. Managing and appraising the team engendering a positive attitude to work and professional development and developing staff to maximise their potential. Complete all statutory tasks and formalities in accordance with set deadlines. Maintaining an effective diary system in this respect. Develop and train the team, providing advice, guidance and training on allocated tasks to ensure structured development of person concerned. Setting goals and targets for staff and ensuring they are achieved, also review progress of their cases on a regular basis. Maximising asset realisations and ensuring recoveries are pursued in a pro-active and cost-effective way. Responsible for team WIP management. Review directors' disqualification reports prepared by team members and assist with more complex D1 returns. Chair creditors' meetings when appropriate. Oversee effective use of IPS and Case diaries and make recommendations where appropriate. Liaise with and instruct professional agents and solicitors. Oversee production of high-quality reports and letters. Monitor fees to ensure they are drawn regularly, and in accordance with resolutions passed by creditors. Promotes, cascades and encourages statutory compliance and current legislation, best practice and Quantuma policies and procedures. Develop personal contacts with existing work providers and other professionals within the Recovery / Insolvency market. Be aware of technical developments and be able to recognise their impact on the client base. Actively promotes and cascades 'best practice' in all spheres of role. Partake in and support marketing and business development initiatives with relevant technical commentary and content. Reporting, relationships and management Managing, coaching, and delegating work to Trainees, Administrators, Senior Administrators and Assistant Managers. Assisting with complex cases and responding to client and director queries. Managing referrer and client relationships and liaison with clients to ensure completion of assignments is in line with planned timescales. The qualifications and experience you will need CPI qualified. Studying towards or JIEB qualified. Gained the necessary experience within Recovery. Have proven technical knowledge of different types of insolvency cases, comprising of, but not limited to, ADMs, CVLs, CWUs, CVAs. Professionally qualified ACA / ACCA is beneficial but not essential. Technical skill levels that you will need Excellent compliance skills Level of knowledge to train team in more advanced and effective use of IT including Excel, Word, Outlook, Virtual Cabinet and IPS. Be acknowledged as being the person with particular interest and knowledge in at least one specialist technical area. Maintains & promotes high professional standards of conduct and practice and demonstrates commitment to firms values, initiatives and direction. Applies knowledge of Quantuma, its values, industry, markets and core client base, highlighting potential business opportunities - building commercial awareness and understanding the firms wider services & offerings. Able to organise and manage time efficiently and effectively - managing own time and costs in addition to overseeing the team. Builds a network of contacts / referrers internally and externally. Aware of relevant financial targets and constraints and contributes to achieving these, keeping line manager informed of progress. Converts options into recommendations and resolutions. Developing presentation and technical training skills. Promotes need for continuous learning and considers development of specialist areas of knowledge. As well as being a great place to work, we offer our employees a range of benefits including: Hybrid working (2 or 3 office days) Healthcare cash plan Life assurance An Employee Assistance Programme (EAP). Our EAP is a free and confidential employee benefit designed to help deal with issues that could be affecting general wellbeing. Cycle To Work Scheme Eye Care Employee incentives, discounts and perks. Refer-a-Friend incentive - We hope you enjoy working here so much, you recommend us to your friends and family, you can earn up to £3,000.00 for referring us.
Fusion People Ltd
Lead Tax Manager
Fusion People Ltd Manchester, Lancashire
Lead Tax Manager Contract Length: 6 months + potential extensionsLocation: Hybrid - can be based anywhere in the UK, with 40-60% attendance at a local office (York, Cambridge, Manchester, Carlisle)IR35: InsidePay Rate to Candidate: £600 / day umbrella A Tax Manager is required to join a public organization on a contract role. The Lead Tax Manager will provide senior-level tax expertise and act as the lead specialist for IR35, taxable benefits, and corporation tax, while supporting VAT compliance as part of the wider Compliance & Financial Accounting Team. The role spans operational tax work, process improvement, advisory activity, and stakeholder engagement, including interactions with HMRC and the Government Tax Centre of Excellence.Key Responsibilities Lead IR35 compliance, setting and maintaining robust processes and guidance. Oversee data capture and review for PAYE Settlement Agreement (PSA) return. Ensure full compliance and governance for all taxable benefits. Manage the corporation tax function for Natural England, including accurate and timely re-turns. Maintain tax policies, guidance notes, and training materials across the organisation. Act as senior tax adviser on complex, ambiguous or high risk tax queries. Work collaboratively with the wider tax team across VAT, benefits, IR35, and corp tax. Engage externally with HMRC and the Tax Centre of Excellence as required. Represent tax interests in finance system changes and upgrades. Build strong working relationships with stakeholders and communicate clearly with senior leaders. Essential Skills / Experience Strong technical tax expertise, especially IR35, Taxable benefits, Corporation tax CTA, CCAB or ATT qualified or demonstrable equivalent experience. Ability to interpret and apply tax legislation. Strong stakeholder management and relationship building skills. Clear communicator able to simplify complex technical issues. Experience supporting or leading dispersed teams. Excellent organisational and project delivery skills. Strong analytical/problem solving capability. Comfortable working in a changing, multi body public sector environment. Desirable Public Sector or Central Government experience. Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. You'll find a wide selection of vacancies on our website.
Mar 18, 2026
Contractor
Lead Tax Manager Contract Length: 6 months + potential extensionsLocation: Hybrid - can be based anywhere in the UK, with 40-60% attendance at a local office (York, Cambridge, Manchester, Carlisle)IR35: InsidePay Rate to Candidate: £600 / day umbrella A Tax Manager is required to join a public organization on a contract role. The Lead Tax Manager will provide senior-level tax expertise and act as the lead specialist for IR35, taxable benefits, and corporation tax, while supporting VAT compliance as part of the wider Compliance & Financial Accounting Team. The role spans operational tax work, process improvement, advisory activity, and stakeholder engagement, including interactions with HMRC and the Government Tax Centre of Excellence.Key Responsibilities Lead IR35 compliance, setting and maintaining robust processes and guidance. Oversee data capture and review for PAYE Settlement Agreement (PSA) return. Ensure full compliance and governance for all taxable benefits. Manage the corporation tax function for Natural England, including accurate and timely re-turns. Maintain tax policies, guidance notes, and training materials across the organisation. Act as senior tax adviser on complex, ambiguous or high risk tax queries. Work collaboratively with the wider tax team across VAT, benefits, IR35, and corp tax. Engage externally with HMRC and the Tax Centre of Excellence as required. Represent tax interests in finance system changes and upgrades. Build strong working relationships with stakeholders and communicate clearly with senior leaders. Essential Skills / Experience Strong technical tax expertise, especially IR35, Taxable benefits, Corporation tax CTA, CCAB or ATT qualified or demonstrable equivalent experience. Ability to interpret and apply tax legislation. Strong stakeholder management and relationship building skills. Clear communicator able to simplify complex technical issues. Experience supporting or leading dispersed teams. Excellent organisational and project delivery skills. Strong analytical/problem solving capability. Comfortable working in a changing, multi body public sector environment. Desirable Public Sector or Central Government experience. Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. You'll find a wide selection of vacancies on our website.
Finlink Ltd
Paraplanner
Finlink Ltd Thames Ditton, Surrey
Paraplanner Surrey - Thames Ditton Up to £50k Progression potential This role is well suited to a candidate with 6 Months + experience within a Paraplanner role who is looking to take a clear step forwards by supporting a senior Advisor within a professional and well-structured advice firm. You will be joining a business where accuracy, compliance, and client outcomes are genuinely valued. The role offers hands-on exposure to paraplanning activity including technical suitability report writing and research alongside structured support, making it a strong opportunity for someone looking to develop their capabilities and progress within financial planning over time. While the Level 4 Diploma is desirable, it is not essential. This role offers exposure to client meetings with the Adviser and a defined pathway for progression into an Adviser role for the right individual. The Business The business is a well-established, directly authorised financial planning firm providing regulated advice to a loyal and long-standing client base. It operates with clear processes, modern systems, and a collaborative team culture. The firm places strong emphasis on professionalism, regulatory standards, and long-term client relationships. Support staff are viewed as a core part of the advice process rather than a back-office function, and quality of work is prioritised over volume. The Role Working closely with advisers and the wider paraplanning team, you will provide paraplanning and technical support across pensions, investments, and ongoing client servicing. You will be paired with the firms senior Advisor, completing all Report writing and research from basis cases to the most technical. Additionally, you may be tasked to support the administration team on occasion when required. You will assist with the preparation of portfolio valuations, performance reports, and investment proposals. This will include carrying out research, running reports on FE Analytics, building suitability reports, and preparing documentation ahead of client review meetings. Alongside paraplanning support, you will contribute to compliance and operational standards by ensuring all work is completed in line with regulatory requirements and internal policies The Benefits Salary up to £50k Quarterly bonus scheme based on company performance Pension 22 Holiday days + Christmas close Exam support Full-time, permanent position 37.5 hours per week Supportive and knowledgeable team environment Exposure to paraplanning and technical development Structured systems and clear processes Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
Mar 18, 2026
Full time
Paraplanner Surrey - Thames Ditton Up to £50k Progression potential This role is well suited to a candidate with 6 Months + experience within a Paraplanner role who is looking to take a clear step forwards by supporting a senior Advisor within a professional and well-structured advice firm. You will be joining a business where accuracy, compliance, and client outcomes are genuinely valued. The role offers hands-on exposure to paraplanning activity including technical suitability report writing and research alongside structured support, making it a strong opportunity for someone looking to develop their capabilities and progress within financial planning over time. While the Level 4 Diploma is desirable, it is not essential. This role offers exposure to client meetings with the Adviser and a defined pathway for progression into an Adviser role for the right individual. The Business The business is a well-established, directly authorised financial planning firm providing regulated advice to a loyal and long-standing client base. It operates with clear processes, modern systems, and a collaborative team culture. The firm places strong emphasis on professionalism, regulatory standards, and long-term client relationships. Support staff are viewed as a core part of the advice process rather than a back-office function, and quality of work is prioritised over volume. The Role Working closely with advisers and the wider paraplanning team, you will provide paraplanning and technical support across pensions, investments, and ongoing client servicing. You will be paired with the firms senior Advisor, completing all Report writing and research from basis cases to the most technical. Additionally, you may be tasked to support the administration team on occasion when required. You will assist with the preparation of portfolio valuations, performance reports, and investment proposals. This will include carrying out research, running reports on FE Analytics, building suitability reports, and preparing documentation ahead of client review meetings. Alongside paraplanning support, you will contribute to compliance and operational standards by ensuring all work is completed in line with regulatory requirements and internal policies The Benefits Salary up to £50k Quarterly bonus scheme based on company performance Pension 22 Holiday days + Christmas close Exam support Full-time, permanent position 37.5 hours per week Supportive and knowledgeable team environment Exposure to paraplanning and technical development Structured systems and clear processes Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
Fusion People Ltd
Lead Tax Manager
Fusion People Ltd
Lead Tax Manager Contract Length: 6 months + potential extensionsLocation: Hybrid - can be based anywhere in the UK, with 40-60% attendance at a local office (York, Cambridge, Manchester, Carlisle)IR35: InsidePay Rate to Candidate: £600 / day umbrella A Tax Manager is required to join a public organization on a contract role. The Lead Tax Manager will provide senior-level tax expertise and act as the lead specialist for IR35, taxable benefits, and corporation tax, while supporting VAT compliance as part of the wider Compliance & Financial Accounting Team. The role spans operational tax work, process improvement, advisory activity, and stakeholder engagement, including interactions with HMRC and the Government Tax Centre of Excellence.Key Responsibilities Lead IR35 compliance, setting and maintaining robust processes and guidance. Oversee data capture and review for PAYE Settlement Agreement (PSA) return. Ensure full compliance and governance for all taxable benefits. Manage the corporation tax function for Natural England, including accurate and timely re-turns. Maintain tax policies, guidance notes, and training materials across the organisation. Act as senior tax adviser on complex, ambiguous or high risk tax queries. Work collaboratively with the wider tax team across VAT, benefits, IR35, and corp tax. Engage externally with HMRC and the Tax Centre of Excellence as required. Represent tax interests in finance system changes and upgrades. Build strong working relationships with stakeholders and communicate clearly with senior leaders. Essential Skills / Experience Strong technical tax expertise, especially IR35, Taxable benefits, Corporation tax CTA, CCAB or ATT qualified or demonstrable equivalent experience. Ability to interpret and apply tax legislation. Strong stakeholder management and relationship building skills. Clear communicator able to simplify complex technical issues. Experience supporting or leading dispersed teams. Excellent organisational and project delivery skills. Strong analytical/problem solving capability. Comfortable working in a changing, multi body public sector environment. Desirable Public Sector or Central Government experience. Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. You'll find a wide selection of vacancies on our website.
Mar 18, 2026
Contractor
Lead Tax Manager Contract Length: 6 months + potential extensionsLocation: Hybrid - can be based anywhere in the UK, with 40-60% attendance at a local office (York, Cambridge, Manchester, Carlisle)IR35: InsidePay Rate to Candidate: £600 / day umbrella A Tax Manager is required to join a public organization on a contract role. The Lead Tax Manager will provide senior-level tax expertise and act as the lead specialist for IR35, taxable benefits, and corporation tax, while supporting VAT compliance as part of the wider Compliance & Financial Accounting Team. The role spans operational tax work, process improvement, advisory activity, and stakeholder engagement, including interactions with HMRC and the Government Tax Centre of Excellence.Key Responsibilities Lead IR35 compliance, setting and maintaining robust processes and guidance. Oversee data capture and review for PAYE Settlement Agreement (PSA) return. Ensure full compliance and governance for all taxable benefits. Manage the corporation tax function for Natural England, including accurate and timely re-turns. Maintain tax policies, guidance notes, and training materials across the organisation. Act as senior tax adviser on complex, ambiguous or high risk tax queries. Work collaboratively with the wider tax team across VAT, benefits, IR35, and corp tax. Engage externally with HMRC and the Tax Centre of Excellence as required. Represent tax interests in finance system changes and upgrades. Build strong working relationships with stakeholders and communicate clearly with senior leaders. Essential Skills / Experience Strong technical tax expertise, especially IR35, Taxable benefits, Corporation tax CTA, CCAB or ATT qualified or demonstrable equivalent experience. Ability to interpret and apply tax legislation. Strong stakeholder management and relationship building skills. Clear communicator able to simplify complex technical issues. Experience supporting or leading dispersed teams. Excellent organisational and project delivery skills. Strong analytical/problem solving capability. Comfortable working in a changing, multi body public sector environment. Desirable Public Sector or Central Government experience. Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. You'll find a wide selection of vacancies on our website.
K3 Capital Group Ltd
Assistant Manager, Insolvency & Restructuring
K3 Capital Group Ltd Maidenhead, Berkshire
Assistant Manager, Insolvency & Restructuring Quantuma is an independent advisory firm serving the needs of mid-market and corporate companies, as well as their stakeholders. Our experts advise clients on business transactions, resolving business disputes, mitigating risk and managing operational as well as financial challenges. We have deep experience and specialist expertise in restructuring and insolvency, corporate finance, forensic accounting and investigations, cross-border asset recovery and creditor services. We work alongside accountants, major law practices, private equity houses, lenders and regulators. Our 400-strong team operates from 28 offices across the UK, Cyprus, Mauritius, Dubai, the Cayman Islands, the British Virgin Islands (BVI), Singapore, Hong Kong, and Vietnam. Our Corporate Insolvency & Restructuring team is recognised as the leading, independent business advisory firm providing solutions to both lenders and distressed mid-market and corporate companies. The Assistant Manager, in conjunction with Senior Managers, Directors and Managing Directors, oversees the team to ensure timely and accurate delivery of recovery services. What you will be responsible for Assisting a Senior Manager in managing, leading and guiding staff in their duties on a diverse portfolio of cases. Assist in managing and appraising the team engendering a positive attitude to work and professional development and developing staff to maximise their potential. Complete all statutory tasks and formalities in accordance with set deadlines. Maintaining an effective diary system in this respect. Develop and train the team, providing advice, guidance and training on allocated tasks to ensure structured development of person concerned. Setting goals and targets for staff and ensuring they are achieved, also review progress of their cases on a regular basis. Maximising asset realisations and ensuring recoveries are pursued in a pro-active and cost-effective way. Responsible for team WIP management. Review directors' disqualification reports prepared by team members and assist with more complex D1 returns. Chair creditors' meetings when appropriate. Oversee effective use of IPS and Case diaries and make recommendations where appropriate. Liaise with and instruct professional agents and solicitors. Oversee production of high-quality reports and letters. Monitor fees to ensure they are drawn regularly, and in accordance with resolutions passed by creditors. Promotes, cascades and encourages statutory compliance and current legislation, best practice and Quantuma policies and procedures. Develop personal contacts with existing work providers and other professionals within the Recovery / Insolvency market. Be aware of technical developments and be able to recognise their impact on the client base. Actively promotes and cascades 'best practice' in all spheres of role. Partake in and support marketing and business development initiatives with relevant technical commentary and content. Reporting, relationships and management Managing, coaching, and delegating work to Trainees, Administrators, Senior Administrators and Assistant Managers. Assisting with complex cases and responding to client and director queries. Managing referrer and client relationships and liaison with clients to ensure completion of assignments is in line with planned timescales. The qualifications and experience you will need CPI qualified. Possibly studying towards JIEB qualification. Gained the necessary experience within Recovery. Have proven technical knowledge of different types of insolvency cases, comprising of, but not limited to, ADMs, CVLs, CWUs, CVAs. Professionally part or fully-qualified ACA / ACCA is beneficial but not essential. Technical skill levels that you will need Excellent compliance skills Level of knowledge to train team in more advanced and effective use of IT including Excel, Word, Outlook, Virtual Cabinet and IPS. Be acknowledged as being the person with particular interest and knowledge in at least one specialist technical area. Maintains & promotes high professional standards of conduct and practice and demonstrates commitment to firms values, initiatives and direction. Applies knowledge of Quantuma, its values, industry, markets and core client base, highlighting potential business opportunities - building commercial awareness and understanding the firms wider services & offerings. Able to organise and manage time efficiently and effectively - managing own time and costs in addition to overseeing the team. Builds a network of contacts / referrers internally and externally. Aware of relevant financial targets and constraints and contributes to achieving these, keeping line manager informed of progress. Converts options into recommendations and resolutions. Developing presentation and technical training skills. Promotes need for continuous learning and considers development of specialist areas of knowledge. As well as being a great place to work, we offer our employees a range of benefits including: Hybrid working (2 or 3 days in the office) Healthcare cash plan Life assurance An Employee Assistance Programme (EAP). Our EAP is a free and confidential employee benefit designed to help deal with issues that could be affecting general wellbeing. Cycle To Work Scheme Eye Care Employee incentives, discounts and perks. Refer-a-Friend incentive - We hope you enjoy working here so much, you recommend us to your friends and family, you can earn up to £3,000.00 for referring us.
Mar 18, 2026
Full time
Assistant Manager, Insolvency & Restructuring Quantuma is an independent advisory firm serving the needs of mid-market and corporate companies, as well as their stakeholders. Our experts advise clients on business transactions, resolving business disputes, mitigating risk and managing operational as well as financial challenges. We have deep experience and specialist expertise in restructuring and insolvency, corporate finance, forensic accounting and investigations, cross-border asset recovery and creditor services. We work alongside accountants, major law practices, private equity houses, lenders and regulators. Our 400-strong team operates from 28 offices across the UK, Cyprus, Mauritius, Dubai, the Cayman Islands, the British Virgin Islands (BVI), Singapore, Hong Kong, and Vietnam. Our Corporate Insolvency & Restructuring team is recognised as the leading, independent business advisory firm providing solutions to both lenders and distressed mid-market and corporate companies. The Assistant Manager, in conjunction with Senior Managers, Directors and Managing Directors, oversees the team to ensure timely and accurate delivery of recovery services. What you will be responsible for Assisting a Senior Manager in managing, leading and guiding staff in their duties on a diverse portfolio of cases. Assist in managing and appraising the team engendering a positive attitude to work and professional development and developing staff to maximise their potential. Complete all statutory tasks and formalities in accordance with set deadlines. Maintaining an effective diary system in this respect. Develop and train the team, providing advice, guidance and training on allocated tasks to ensure structured development of person concerned. Setting goals and targets for staff and ensuring they are achieved, also review progress of their cases on a regular basis. Maximising asset realisations and ensuring recoveries are pursued in a pro-active and cost-effective way. Responsible for team WIP management. Review directors' disqualification reports prepared by team members and assist with more complex D1 returns. Chair creditors' meetings when appropriate. Oversee effective use of IPS and Case diaries and make recommendations where appropriate. Liaise with and instruct professional agents and solicitors. Oversee production of high-quality reports and letters. Monitor fees to ensure they are drawn regularly, and in accordance with resolutions passed by creditors. Promotes, cascades and encourages statutory compliance and current legislation, best practice and Quantuma policies and procedures. Develop personal contacts with existing work providers and other professionals within the Recovery / Insolvency market. Be aware of technical developments and be able to recognise their impact on the client base. Actively promotes and cascades 'best practice' in all spheres of role. Partake in and support marketing and business development initiatives with relevant technical commentary and content. Reporting, relationships and management Managing, coaching, and delegating work to Trainees, Administrators, Senior Administrators and Assistant Managers. Assisting with complex cases and responding to client and director queries. Managing referrer and client relationships and liaison with clients to ensure completion of assignments is in line with planned timescales. The qualifications and experience you will need CPI qualified. Possibly studying towards JIEB qualification. Gained the necessary experience within Recovery. Have proven technical knowledge of different types of insolvency cases, comprising of, but not limited to, ADMs, CVLs, CWUs, CVAs. Professionally part or fully-qualified ACA / ACCA is beneficial but not essential. Technical skill levels that you will need Excellent compliance skills Level of knowledge to train team in more advanced and effective use of IT including Excel, Word, Outlook, Virtual Cabinet and IPS. Be acknowledged as being the person with particular interest and knowledge in at least one specialist technical area. Maintains & promotes high professional standards of conduct and practice and demonstrates commitment to firms values, initiatives and direction. Applies knowledge of Quantuma, its values, industry, markets and core client base, highlighting potential business opportunities - building commercial awareness and understanding the firms wider services & offerings. Able to organise and manage time efficiently and effectively - managing own time and costs in addition to overseeing the team. Builds a network of contacts / referrers internally and externally. Aware of relevant financial targets and constraints and contributes to achieving these, keeping line manager informed of progress. Converts options into recommendations and resolutions. Developing presentation and technical training skills. Promotes need for continuous learning and considers development of specialist areas of knowledge. As well as being a great place to work, we offer our employees a range of benefits including: Hybrid working (2 or 3 days in the office) Healthcare cash plan Life assurance An Employee Assistance Programme (EAP). Our EAP is a free and confidential employee benefit designed to help deal with issues that could be affecting general wellbeing. Cycle To Work Scheme Eye Care Employee incentives, discounts and perks. Refer-a-Friend incentive - We hope you enjoy working here so much, you recommend us to your friends and family, you can earn up to £3,000.00 for referring us.
JohnstonGreer
SIPP/SSAS Technician
JohnstonGreer Glasgow, Lanarkshire
SIPP/SSAS Technician £40,000 to £48,000 plus benefits JohnstonGreer is representing a well-known specialist that operates across the full pensions spectrum with a department focused on SIPP and SSAS work. Following continued growth they are expanding their team and require a Technician to work in support to account managers who deal directly with the client portfolio. You will be responsible for - complex SIPP and SSAS enquiries from advisors, clients and colleagues ensure that all investments fit within regulations maintain expertise on pension legislation ensure that all systems and processes adhere to the regulatory requirements action plans to rectify any non-compliant scenarios product and regulation-based training internally including follow up work You will currently be dealing with the technical aspects of SIPP and/or SSAS arrangements on a daily basis within a Consultancy or Provider environment and you will have excellent knowledge of this product sector including current and historic legislation. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 18, 2026
Full time
SIPP/SSAS Technician £40,000 to £48,000 plus benefits JohnstonGreer is representing a well-known specialist that operates across the full pensions spectrum with a department focused on SIPP and SSAS work. Following continued growth they are expanding their team and require a Technician to work in support to account managers who deal directly with the client portfolio. You will be responsible for - complex SIPP and SSAS enquiries from advisors, clients and colleagues ensure that all investments fit within regulations maintain expertise on pension legislation ensure that all systems and processes adhere to the regulatory requirements action plans to rectify any non-compliant scenarios product and regulation-based training internally including follow up work You will currently be dealing with the technical aspects of SIPP and/or SSAS arrangements on a daily basis within a Consultancy or Provider environment and you will have excellent knowledge of this product sector including current and historic legislation. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Financial Divisions
Paraplanner / Technical Financial Planning Specialist - London / Hybrid - up to £50,000
Financial Divisions
Up to £50,000 + generous benefits This is a role for an experienced Paraplanner who wants their technical expertise to genuinely matter. If you enjoy working closely with advisers, care deeply about quality and compliance, and want to be part of a business that puts clients first rather than chasing volume, this could be a very good fit. An established and progressive financial planning firm is looking to add a strong technical professional to its advisory support team. You'll work alongside Consultants and Directors, playing a key role in shaping advice and ensuring every recommendation is robust, compliant and tailored to the individual client. This is not a back-office box-ticking role - your input will directly influence client outcomes. In the role, you'll act as a trusted technical partner to the advisory team, carrying out detailed research and analysis across pensions, retirement planning, investments and protection. You'll be responsible for producing clear, accurate and compliant suitability reports within agreed timescales, acting as the primary author with peer review from consultants. You'll support advisers with technical queries, liaise closely with compliance to ensure advice meets FCA standards, and confidently handle more complex cases where problem-solving skills really come into play. Alongside this, you'll maintain meticulous client records in line with AML, DPA and regulatory requirements, stay on top of legislative changes, and help brief the wider team when updates matter. You'll also analyse client data to support high-quality recommendations, ensure all client interactions align with Consumer Duty principles, and support junior team members to maintain consistently high standards. This opportunity suits someone who is technically strong, detail-oriented and takes real pride in doing things properly. You'll need the Diploma in Regulated Financial Planning as a minimum, with at least four years' experience in an IFA or financial planning environment. Strong technical knowledge, proven experience writing bespoke suitability reports, and a solid understanding of compliance and FCA regulation are essential. Just as important is a collaborative mindset, a willingness to support others, and a genuine commitment to ongoing professional development. In return, you'll join a professional, supportive and development-focused firm where your expertise is valued and progression is taken seriously. The business is built around delivering fair, transparent advice that is genuinely in clients' best interests, and this role sits right at the heart of that mission. If you're looking for a position where quality matters more than quantity and where you can make a meaningful impact, this could be your next step. To find out more or apply, contact Joanna Clark at Financial Divisions.
Mar 18, 2026
Full time
Up to £50,000 + generous benefits This is a role for an experienced Paraplanner who wants their technical expertise to genuinely matter. If you enjoy working closely with advisers, care deeply about quality and compliance, and want to be part of a business that puts clients first rather than chasing volume, this could be a very good fit. An established and progressive financial planning firm is looking to add a strong technical professional to its advisory support team. You'll work alongside Consultants and Directors, playing a key role in shaping advice and ensuring every recommendation is robust, compliant and tailored to the individual client. This is not a back-office box-ticking role - your input will directly influence client outcomes. In the role, you'll act as a trusted technical partner to the advisory team, carrying out detailed research and analysis across pensions, retirement planning, investments and protection. You'll be responsible for producing clear, accurate and compliant suitability reports within agreed timescales, acting as the primary author with peer review from consultants. You'll support advisers with technical queries, liaise closely with compliance to ensure advice meets FCA standards, and confidently handle more complex cases where problem-solving skills really come into play. Alongside this, you'll maintain meticulous client records in line with AML, DPA and regulatory requirements, stay on top of legislative changes, and help brief the wider team when updates matter. You'll also analyse client data to support high-quality recommendations, ensure all client interactions align with Consumer Duty principles, and support junior team members to maintain consistently high standards. This opportunity suits someone who is technically strong, detail-oriented and takes real pride in doing things properly. You'll need the Diploma in Regulated Financial Planning as a minimum, with at least four years' experience in an IFA or financial planning environment. Strong technical knowledge, proven experience writing bespoke suitability reports, and a solid understanding of compliance and FCA regulation are essential. Just as important is a collaborative mindset, a willingness to support others, and a genuine commitment to ongoing professional development. In return, you'll join a professional, supportive and development-focused firm where your expertise is valued and progression is taken seriously. The business is built around delivering fair, transparent advice that is genuinely in clients' best interests, and this role sits right at the heart of that mission. If you're looking for a position where quality matters more than quantity and where you can make a meaningful impact, this could be your next step. To find out more or apply, contact Joanna Clark at Financial Divisions.
The Recruitment Experts
Mortgage Protection Specialist
The Recruitment Experts Colchester, Essex
Mortgage Protection Specialist - Financial Services Location: Colchester Salary: c.£35,000 basic + generous commission (OTE £90k+) Are you an experienced Protection Advisor ready to take the next step in your career? This is a fantastic opportunity to head-up the Protection Division of a growing financial services company, with the scope to build and lead a team as the function expands. The Role As Protection Specialist, you'll be responsible for advising on a wide range of protection products, including: Mortgage-related protection Personal protection Commercial protection With 75% of the client bank being self-employed individuals, you'll need proven experience in servicing this market and tailoring solutions to meet their unique needs. You'll be supported by a steady flow of quality leads generated by a network of 10-20 mortgage brokers. What's on Offer Basic salary negotiable around £35,000 Generous commission structure - OTE £90,000+ Opportunity to grow and lead the protection team Established pipeline of warm leads to maximise earnings potential Dynamic, supportive environment with long-term career growth About You Experienced in advising on a full range of protection products Strong track record with self-employed clients Ambitious, motivated, and eager to build a division from the ground up Confident communicator with a client-first approach If you're looking to combine your technical expertise with the chance to shape and grow a business area , this role offers the perfect platform. Apply now to take the next big step in your career.
Mar 18, 2026
Full time
Mortgage Protection Specialist - Financial Services Location: Colchester Salary: c.£35,000 basic + generous commission (OTE £90k+) Are you an experienced Protection Advisor ready to take the next step in your career? This is a fantastic opportunity to head-up the Protection Division of a growing financial services company, with the scope to build and lead a team as the function expands. The Role As Protection Specialist, you'll be responsible for advising on a wide range of protection products, including: Mortgage-related protection Personal protection Commercial protection With 75% of the client bank being self-employed individuals, you'll need proven experience in servicing this market and tailoring solutions to meet their unique needs. You'll be supported by a steady flow of quality leads generated by a network of 10-20 mortgage brokers. What's on Offer Basic salary negotiable around £35,000 Generous commission structure - OTE £90,000+ Opportunity to grow and lead the protection team Established pipeline of warm leads to maximise earnings potential Dynamic, supportive environment with long-term career growth About You Experienced in advising on a full range of protection products Strong track record with self-employed clients Ambitious, motivated, and eager to build a division from the ground up Confident communicator with a client-first approach If you're looking to combine your technical expertise with the chance to shape and grow a business area , this role offers the perfect platform. Apply now to take the next big step in your career.
Reinsurance Technician
Acrisure, LLC
Reinsurance Technician page is loaded Reinsurance Technicianlocations: 40 Leadenhall Street - LONDON, UKtime type: Full timeposted on: Posted Todayjob requisition id: JR112176 Acrisure Re is a leading re/insurance intermediary and corporate advisor/broker dealer, offering bespoke and innovative capital, risk, and program solutions. Our expert multi-disciplinary team leverage their combined experience, market data and leading analytics to provide the very best placement and execution strategies. RESPONSIBILITIES: The primary focus of the role will be entering of contracts and processing of transactions in the broker system for business placed by the London office. The candidate should have experience of reinsurance from contract input, invoicing and closing through London Market systems and procedures. The position requires the Reinsurance Technical Analyst to handle multiple contract types, such as, but not limited to, Excess of Loss, Quota Share and Facultative. Support the Brokers and Account Managers in the London office by performing contract input and invoice production for London produced business. Ensure all bureau and non-bureau underwriter payments are processed in a timely manner. Report on status of contracts to ensure external and internal timelines are being met. Work with brokers on contract language to ensure best practice in terms of closing to markets. Respond to ad hoc queries or provide reports relating to contract and transaction status internally or externally. EXPERIENCE REQUIRED: Possess a significant amount of experience processing contracts and premiums for a London Market Broker. Possess a thorough understanding of quota share, excess of loss, binding authority and facility contracts and structures. Have a good working knowledge of London Market A&S / LORS procedures for different contract types. Comprehend complex wordings to determine applicable actions for warranties, cash losses, year-end adjustments, profits commissions and reinstatements. Have the ability to calculate items in preceding bullet as well as loss ratios. Be able to accurately allocate limits and shares to losses. SKILLS REQUIRED: Strong communication (written and verbal), analytical, diplomacy and negotiation skills with professionals within and outside the industry. Excellent computer and technical skills. Working knowledge of Microsoft Office Suite (Word, Outlook, PowerPoint, an Excel) Working knowledge of statistical analysis. Ability to identify, recognise and escalate critical issues for resolution. A general willingness to be flexible in work habits and assigned tasks. Always demonstrate a positive and enthusiastic attitude. Focused and detail oriented. Highly organised and have excellent prioritisation skills. Work well under stressful conditions, sometimes within tight timelines, to keep self and others focused, objective and effective in the face of pressure. Influence others through positive action. Be a team player and consistently keep relevant staff informed and updated. Employ problem solving and decision-making abilities to resolve challenges quickly and creatively through appropriate courses of action. Results oriented: Concentrate on activities necessary to achieve departmental and company goals. Customer centred: Strive to attain a continual standard of 100% internal and external customer satisfaction in all areas.
Mar 18, 2026
Full time
Reinsurance Technician page is loaded Reinsurance Technicianlocations: 40 Leadenhall Street - LONDON, UKtime type: Full timeposted on: Posted Todayjob requisition id: JR112176 Acrisure Re is a leading re/insurance intermediary and corporate advisor/broker dealer, offering bespoke and innovative capital, risk, and program solutions. Our expert multi-disciplinary team leverage their combined experience, market data and leading analytics to provide the very best placement and execution strategies. RESPONSIBILITIES: The primary focus of the role will be entering of contracts and processing of transactions in the broker system for business placed by the London office. The candidate should have experience of reinsurance from contract input, invoicing and closing through London Market systems and procedures. The position requires the Reinsurance Technical Analyst to handle multiple contract types, such as, but not limited to, Excess of Loss, Quota Share and Facultative. Support the Brokers and Account Managers in the London office by performing contract input and invoice production for London produced business. Ensure all bureau and non-bureau underwriter payments are processed in a timely manner. Report on status of contracts to ensure external and internal timelines are being met. Work with brokers on contract language to ensure best practice in terms of closing to markets. Respond to ad hoc queries or provide reports relating to contract and transaction status internally or externally. EXPERIENCE REQUIRED: Possess a significant amount of experience processing contracts and premiums for a London Market Broker. Possess a thorough understanding of quota share, excess of loss, binding authority and facility contracts and structures. Have a good working knowledge of London Market A&S / LORS procedures for different contract types. Comprehend complex wordings to determine applicable actions for warranties, cash losses, year-end adjustments, profits commissions and reinstatements. Have the ability to calculate items in preceding bullet as well as loss ratios. Be able to accurately allocate limits and shares to losses. SKILLS REQUIRED: Strong communication (written and verbal), analytical, diplomacy and negotiation skills with professionals within and outside the industry. Excellent computer and technical skills. Working knowledge of Microsoft Office Suite (Word, Outlook, PowerPoint, an Excel) Working knowledge of statistical analysis. Ability to identify, recognise and escalate critical issues for resolution. A general willingness to be flexible in work habits and assigned tasks. Always demonstrate a positive and enthusiastic attitude. Focused and detail oriented. Highly organised and have excellent prioritisation skills. Work well under stressful conditions, sometimes within tight timelines, to keep self and others focused, objective and effective in the face of pressure. Influence others through positive action. Be a team player and consistently keep relevant staff informed and updated. Employ problem solving and decision-making abilities to resolve challenges quickly and creatively through appropriate courses of action. Results oriented: Concentrate on activities necessary to achieve departmental and company goals. Customer centred: Strive to attain a continual standard of 100% internal and external customer satisfaction in all areas.
Stirling Warrington
Technical Advisor - Building Products
Stirling Warrington Nuneaton, Warwickshire
Technical Advisor Building Products Market Bosworth Salary dep on experience Excellent Benefits Permanent Do you have experience working within building or construction materials manufacturing ? Can you provide technical or product support to colleagues and clients alike? We are exclusively working with our longstanding market leading client who are looking to add this new role to the business, based o click apply for full job details
Mar 18, 2026
Full time
Technical Advisor Building Products Market Bosworth Salary dep on experience Excellent Benefits Permanent Do you have experience working within building or construction materials manufacturing ? Can you provide technical or product support to colleagues and clients alike? We are exclusively working with our longstanding market leading client who are looking to add this new role to the business, based o click apply for full job details
JohnstonGreer
SIPP/SSAS Technician
JohnstonGreer Edinburgh, Midlothian
SIPP/SSAS Technician £40,000 to £48,000 plus benefits JohnstonGreer is representing a well-known specialist that operates across the full pensions spectrum with a department focused on SIPP and SSAS work. Following continued growth they are expanding their team and require a Technician to work in support to account managers who deal directly with the client portfolio. You will be responsible for - complex SIPP and SSAS enquiries from advisors, clients and colleagues ensure that all investments fit within regulations maintain expertise on pension legislation ensure that all systems and processes adhere to the regulatory requirements action plans to rectify any non-compliant scenarios product and regulation-based training internally including follow up work You will currently be dealing with the technical aspects of SIPP and/or SSAS arrangements on a daily basis within a Consultancy or Provider environment and you will have excellent knowledge of this product sector including current and historic legislation. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 18, 2026
Full time
SIPP/SSAS Technician £40,000 to £48,000 plus benefits JohnstonGreer is representing a well-known specialist that operates across the full pensions spectrum with a department focused on SIPP and SSAS work. Following continued growth they are expanding their team and require a Technician to work in support to account managers who deal directly with the client portfolio. You will be responsible for - complex SIPP and SSAS enquiries from advisors, clients and colleagues ensure that all investments fit within regulations maintain expertise on pension legislation ensure that all systems and processes adhere to the regulatory requirements action plans to rectify any non-compliant scenarios product and regulation-based training internally including follow up work You will currently be dealing with the technical aspects of SIPP and/or SSAS arrangements on a daily basis within a Consultancy or Provider environment and you will have excellent knowledge of this product sector including current and historic legislation. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Ernest Gordon Recruitment Limited
IFA Administrator Progression to Financial Adviser
Ernest Gordon Recruitment Limited
IFA Administrator (Progression to Financial Adviser)£30,000 - £36,000 + Funded Qualifications + 33 Days Holiday + Hybrid (3 days in Office) + Stable Company + Parking + Flexible HoursHillingdonAre you an IFA Administrator looking to join a well-established IFA which will offer you career progression to Financial Adviser, funded qualifications, hybrid working and excellent work life balance?On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention.Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings and technical work as part of a clear progression pathway toward becoming a Financial Adviser. Full support and funding toward Level 4 Diploma qualifications will be provided.This role would suit an IFA Administrator looking to build a long-term career as a Financial Adviser within a company that is invested in their employees' development and well-being. They will offer you 2 days a week WFH, flexible hours and 33 days holiday, alongside funded professional qualifications.The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5pm Monday-FridayThe Person Experience working in an IFA Administrator or Financial Services Administrator role Ambition to progress into a Financial Adviser role Looking for long-term development and work life balanceReference Number: BBBH24038Key words: IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Hillingdon, Uxbridge.If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.Ernest Gordon 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 our website.
Mar 18, 2026
Full time
IFA Administrator (Progression to Financial Adviser)£30,000 - £36,000 + Funded Qualifications + 33 Days Holiday + Hybrid (3 days in Office) + Stable Company + Parking + Flexible HoursHillingdonAre you an IFA Administrator looking to join a well-established IFA which will offer you career progression to Financial Adviser, funded qualifications, hybrid working and excellent work life balance?On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention.Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings and technical work as part of a clear progression pathway toward becoming a Financial Adviser. Full support and funding toward Level 4 Diploma qualifications will be provided.This role would suit an IFA Administrator looking to build a long-term career as a Financial Adviser within a company that is invested in their employees' development and well-being. They will offer you 2 days a week WFH, flexible hours and 33 days holiday, alongside funded professional qualifications.The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5pm Monday-FridayThe Person Experience working in an IFA Administrator or Financial Services Administrator role Ambition to progress into a Financial Adviser role Looking for long-term development and work life balanceReference Number: BBBH24038Key words: IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Hillingdon, Uxbridge.If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.Ernest Gordon 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 our website.
Ernest Gordon Recruitment Limited
Senior IFA Administrator Financial Services
Ernest Gordon Recruitment Limited Bordon, Hampshire
Senior IFA Administrator (Financial Services)£35,000 - £40,000 + Pension + Fully Funded Level 4 + 36 Days Holiday + Bonus + Training + European Weekends AwayBordon, HampshireAre you a Senior IFA Administrator looking to step into Paraplanning in a stable role for a Financial Services business known for looking after their staff, offering a funded Level 4, 36 days' holiday, and the opportunity to earn an annual bonus?On offer is the opportunity to join a well-established Financial Services firm looking to grow. They are a tight-knit branch that has been established for over 20 years.Your role will involve conducting paraplanning activities to support the advisors. This will include gathering data, carrying out research, preparing suitability reports, and completing any other ad hoc technical work.Every other year, the owners organise a 3-4 day trip to Europe. Previous locations have included Madeira, Budapest, Dubrovnik, Valencia, and Krakow. In the years you do not travel abroad, there will be a UK-based weekend away.This role would suit a Senior IFA Administrator looking to join a tight-knit business that offers progression into Paraplanning, a generous bonus scheme, and 33 days' holiday.The Role Paraplanning duties Producing suitability reports Fully funded Level 4 9am-5pmThe Person Has worked in an IFA Admin role Looking to take on Paraplanning dutiesReference number:Key words: Admin, Finance, Asset, Pension, Bonds, ISA, Data, Advisors, Administrator, IFA, Practice, Kingsley, Bordon, Alton, Haslemere, Liphook, Hampshire.If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.Ernest Gordon 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&Cs, Privacy Policy, and Disclaimers which can be found on our website.
Mar 18, 2026
Full time
Senior IFA Administrator (Financial Services)£35,000 - £40,000 + Pension + Fully Funded Level 4 + 36 Days Holiday + Bonus + Training + European Weekends AwayBordon, HampshireAre you a Senior IFA Administrator looking to step into Paraplanning in a stable role for a Financial Services business known for looking after their staff, offering a funded Level 4, 36 days' holiday, and the opportunity to earn an annual bonus?On offer is the opportunity to join a well-established Financial Services firm looking to grow. They are a tight-knit branch that has been established for over 20 years.Your role will involve conducting paraplanning activities to support the advisors. This will include gathering data, carrying out research, preparing suitability reports, and completing any other ad hoc technical work.Every other year, the owners organise a 3-4 day trip to Europe. Previous locations have included Madeira, Budapest, Dubrovnik, Valencia, and Krakow. In the years you do not travel abroad, there will be a UK-based weekend away.This role would suit a Senior IFA Administrator looking to join a tight-knit business that offers progression into Paraplanning, a generous bonus scheme, and 33 days' holiday.The Role Paraplanning duties Producing suitability reports Fully funded Level 4 9am-5pmThe Person Has worked in an IFA Admin role Looking to take on Paraplanning dutiesReference number:Key words: Admin, Finance, Asset, Pension, Bonds, ISA, Data, Advisors, Administrator, IFA, Practice, Kingsley, Bordon, Alton, Haslemere, Liphook, Hampshire.If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.Ernest Gordon 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&Cs, Privacy Policy, and Disclaimers which can be found on our website.
Michael Page Technology
Enterprise Architect
Michael Page Technology
The Enterprise Architect will be responsible for leading the development, evolution, and governance of technology architecture and AI initiatives, ensuring alignment with strategic objectives and regulatory obligations. This role guides the integration and optimisation of SaaS platforms, cloud services, and emerging technologies, with a strong emphasis on cost efficiency, operational effectiveness, and future proofing. Client Details My client is a specialist and one of the fastest growing mortgage lenders in the UK. Description Design, maintain, and evolve enterprise-wide architecture in alignment with business strategy, regulatory requirements, and security standards. Define and maintain architectural frameworks, principles, and reference models that guide decision making across the organisation. Conduct regular architectural and AI solution reviews to ensure robustness, scalability, and adaptability. Lead the evaluation, selection, and implementation of SaaS platforms, cloud solutions, AI tools, and emerging technologies. Lead a team that may include Data Architects, Solution/IT Architects, and other specialist roles. Contribute to IT budgeting and cost planning. Manage relationships with external vendors, service providers, and partners supporting technology and SaaS platforms. Oversee systems and tools required to deliver architectural responsibilities. Provide best-practice guidance for integrating and optimising SaaS and AI solutions, balancing innovation with risk reduction and cost control. Oversee lifecycle management of cloud and SaaS platforms, including vendor assessments, contract oversight, and roadmap development. Partner with business leaders and technical teams to understand requirements and translate them into architectural solutions. Facilitate workshops, design reviews, and technical forums to encourage alignment and knowledge sharing. Act as a trusted advisor to senior stakeholders on technology strategy, AI adoption, and transformation programmes. Develop and maintain architectural standards, governance models, and best practices. Contribute to policies and procedures related to IT, cloud services, security, and AI ethics. Identify and mitigate technology and AI related risks across the portfolio. Govern SaaS and AI utilisation, monitoring consumption, licensing, and ethical considerations. Perform regular SaaS contract and usage reviews to optimise spend and eliminate waste. Work with Finance and Procurement to negotiate contracts and identify opportunities for cost savings. Implement centralised controls for SaaS and AI onboarding/offboarding to ensure compliance and security. Define and track KPIs for SaaS and AI adoption, delivering insight into cost effectiveness and operational performance. Promote automation and analytics to improve visibility of usage, costs, and business value. Provide authentic, values driven leadership to technical teams. Attract, develop, and mentor talent within architecture and related disciplines. Create and sustain a high performing, collaborative, agile team culture. Manage performance, behaviours, and capability development Foster a strong risk aware culture across the team and wider function. Ensure appropriate controls, governance processes, and reporting mechanisms are in place and maintained. Monitor technology trends and evaluate their relevance to organisational goals. Promote AI enabled and innovative solutions that enhance operational efficiency and competitiveness. Lead proofs of concept and pilot projects to validate and assess new technologies. Support wider organisational initiatives such as sustainability, diversity, equity & inclusion, and wellbeing programmes. Profile A successful Enterprise Architect should have: Deep understanding of enterprise architecture frameworks (e.g., TOGAF, Zachman). Strong knowledge of business process modelling and the ability to translate requirements into technology solutions. Expertise in integrating complex environments including IaaS, PaaS, and SaaS. Solid understanding of IT governance, compliance, and risk management. Awareness of current and emerging trends in cloud, SaaS, data, security, and AI. Demonstrable experience designing and implementing enterprise-level technology solutions. Evidence of continued professional development and strategic IT leadership. Significant experience in an enterprise architecture role within a complex organisation. Strong analytical and strategic thinking abilities. Excellent stakeholder management and influencing skills at senior levels. Clear and effective communication skills across technical and non technical audiences. Ability to lead cross-functional teams and drive alignment across the organisation. Proficiency in developing architectural documentation and roadmaps. Sound judgement in evaluating risks, dependencies, and trade offs. Bachelor's or master's degree in IT, Computer Science, Engineering, or a similar field. Professional certifications in enterprise architecture (e.g., TOGAF, ArchiMate) Job Offer Competitive salary ranging from £100,000 to £130,000 per annum. 25 days of annual holiday leave. Access to a comprehensive pension scheme. Life assurance coverage. Private medical insurance for your health and well-being.
Mar 18, 2026
Full time
The Enterprise Architect will be responsible for leading the development, evolution, and governance of technology architecture and AI initiatives, ensuring alignment with strategic objectives and regulatory obligations. This role guides the integration and optimisation of SaaS platforms, cloud services, and emerging technologies, with a strong emphasis on cost efficiency, operational effectiveness, and future proofing. Client Details My client is a specialist and one of the fastest growing mortgage lenders in the UK. Description Design, maintain, and evolve enterprise-wide architecture in alignment with business strategy, regulatory requirements, and security standards. Define and maintain architectural frameworks, principles, and reference models that guide decision making across the organisation. Conduct regular architectural and AI solution reviews to ensure robustness, scalability, and adaptability. Lead the evaluation, selection, and implementation of SaaS platforms, cloud solutions, AI tools, and emerging technologies. Lead a team that may include Data Architects, Solution/IT Architects, and other specialist roles. Contribute to IT budgeting and cost planning. Manage relationships with external vendors, service providers, and partners supporting technology and SaaS platforms. Oversee systems and tools required to deliver architectural responsibilities. Provide best-practice guidance for integrating and optimising SaaS and AI solutions, balancing innovation with risk reduction and cost control. Oversee lifecycle management of cloud and SaaS platforms, including vendor assessments, contract oversight, and roadmap development. Partner with business leaders and technical teams to understand requirements and translate them into architectural solutions. Facilitate workshops, design reviews, and technical forums to encourage alignment and knowledge sharing. Act as a trusted advisor to senior stakeholders on technology strategy, AI adoption, and transformation programmes. Develop and maintain architectural standards, governance models, and best practices. Contribute to policies and procedures related to IT, cloud services, security, and AI ethics. Identify and mitigate technology and AI related risks across the portfolio. Govern SaaS and AI utilisation, monitoring consumption, licensing, and ethical considerations. Perform regular SaaS contract and usage reviews to optimise spend and eliminate waste. Work with Finance and Procurement to negotiate contracts and identify opportunities for cost savings. Implement centralised controls for SaaS and AI onboarding/offboarding to ensure compliance and security. Define and track KPIs for SaaS and AI adoption, delivering insight into cost effectiveness and operational performance. Promote automation and analytics to improve visibility of usage, costs, and business value. Provide authentic, values driven leadership to technical teams. Attract, develop, and mentor talent within architecture and related disciplines. Create and sustain a high performing, collaborative, agile team culture. Manage performance, behaviours, and capability development Foster a strong risk aware culture across the team and wider function. Ensure appropriate controls, governance processes, and reporting mechanisms are in place and maintained. Monitor technology trends and evaluate their relevance to organisational goals. Promote AI enabled and innovative solutions that enhance operational efficiency and competitiveness. Lead proofs of concept and pilot projects to validate and assess new technologies. Support wider organisational initiatives such as sustainability, diversity, equity & inclusion, and wellbeing programmes. Profile A successful Enterprise Architect should have: Deep understanding of enterprise architecture frameworks (e.g., TOGAF, Zachman). Strong knowledge of business process modelling and the ability to translate requirements into technology solutions. Expertise in integrating complex environments including IaaS, PaaS, and SaaS. Solid understanding of IT governance, compliance, and risk management. Awareness of current and emerging trends in cloud, SaaS, data, security, and AI. Demonstrable experience designing and implementing enterprise-level technology solutions. Evidence of continued professional development and strategic IT leadership. Significant experience in an enterprise architecture role within a complex organisation. Strong analytical and strategic thinking abilities. Excellent stakeholder management and influencing skills at senior levels. Clear and effective communication skills across technical and non technical audiences. Ability to lead cross-functional teams and drive alignment across the organisation. Proficiency in developing architectural documentation and roadmaps. Sound judgement in evaluating risks, dependencies, and trade offs. Bachelor's or master's degree in IT, Computer Science, Engineering, or a similar field. Professional certifications in enterprise architecture (e.g., TOGAF, ArchiMate) Job Offer Competitive salary ranging from £100,000 to £130,000 per annum. 25 days of annual holiday leave. Access to a comprehensive pension scheme. Life assurance coverage. Private medical insurance for your health and well-being.
Fusion People Ltd
Lead Tax Manager
Fusion People Ltd Cambridge, Cambridgeshire
Lead Tax Manager Contract Length: 6 months + potential extensions Location: Hybrid - can be based anywhere in the UK, with 40-60% attendance at a local office (York, Cambridge, Manchester, Carlisle)IR35: InsidePay Rate to Candidate: £600 / day umbrella A Tax Manager is required to join a public organization on a contract role. The Lead Tax Manager will provide senior-level tax expertise and act as the lead specialist for IR35, taxable benefits, and corporation tax, while supporting VAT compliance as part of the wider Compliance & Financial Accounting Team. The role spans operational tax work, process improvement, advisory activity, and stakeholder engagement, including interactions with HMRC and the Government Tax Centre of Excellence.Key Responsibilities Lead IR35 compliance, setting and maintaining robust processes and guidance. Oversee data capture and review for PAYE Settlement Agreement (PSA) return. Ensure full compliance and governance for all taxable benefits. Manage the corporation tax function for Natural England, including accurate and timely re-turns. Maintain tax policies, guidance notes, and training materials across the organisation. Act as senior tax adviser on complex, ambiguous or high risk tax queries. Work collaboratively with the wider tax team across VAT, benefits, IR35, and corp tax. Engage externally with HMRC and the Tax Centre of Excellence as required. Represent tax interests in finance system changes and upgrades. Build strong working relationships with stakeholders and communicate clearly with senior leaders. Essential Skills / Experience Strong technical tax expertise, especially IR35, Taxable benefits, Corporation tax CTA, CCAB or ATT qualified or demonstrable equivalent experience. Ability to interpret and apply tax legislation. Strong stakeholder management and relationship building skills. Clear communicator able to simplify complex technical issues. Experience supporting or leading dispersed teams. Excellent organisational and project delivery skills. Strong analytical/problem solving capability. Comfortable working in a changing, multi body public sector environment. Desirable Public Sector or Central Government experience. Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. You'll find a wide selection of vacancies on our website.
Mar 18, 2026
Contractor
Lead Tax Manager Contract Length: 6 months + potential extensions Location: Hybrid - can be based anywhere in the UK, with 40-60% attendance at a local office (York, Cambridge, Manchester, Carlisle)IR35: InsidePay Rate to Candidate: £600 / day umbrella A Tax Manager is required to join a public organization on a contract role. The Lead Tax Manager will provide senior-level tax expertise and act as the lead specialist for IR35, taxable benefits, and corporation tax, while supporting VAT compliance as part of the wider Compliance & Financial Accounting Team. The role spans operational tax work, process improvement, advisory activity, and stakeholder engagement, including interactions with HMRC and the Government Tax Centre of Excellence.Key Responsibilities Lead IR35 compliance, setting and maintaining robust processes and guidance. Oversee data capture and review for PAYE Settlement Agreement (PSA) return. Ensure full compliance and governance for all taxable benefits. Manage the corporation tax function for Natural England, including accurate and timely re-turns. Maintain tax policies, guidance notes, and training materials across the organisation. Act as senior tax adviser on complex, ambiguous or high risk tax queries. Work collaboratively with the wider tax team across VAT, benefits, IR35, and corp tax. Engage externally with HMRC and the Tax Centre of Excellence as required. Represent tax interests in finance system changes and upgrades. Build strong working relationships with stakeholders and communicate clearly with senior leaders. Essential Skills / Experience Strong technical tax expertise, especially IR35, Taxable benefits, Corporation tax CTA, CCAB or ATT qualified or demonstrable equivalent experience. Ability to interpret and apply tax legislation. Strong stakeholder management and relationship building skills. Clear communicator able to simplify complex technical issues. Experience supporting or leading dispersed teams. Excellent organisational and project delivery skills. Strong analytical/problem solving capability. Comfortable working in a changing, multi body public sector environment. Desirable Public Sector or Central Government experience. Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. You'll find a wide selection of vacancies on our website.

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