Morgan McKinley is supporting a high-growth international group with a significant footprint in North America seeking a technically robust Finance Manager. This role is a temp-to-perm placement designed for a professional who thrives in a fast-paced, site-based environment and possesses niche expertise in US reporting and compliance. This is a fully on site role paying £55,000 - £60,000 per annum doe Responsibilities Act as the lead for the group's North American reporting, ensuring all monthly and annual filings are compliant with US GAAP. Oversight of complex US tax requirements across multiple states, managing Nexus, state-specific corporate filings, and franchise taxes. Manage the financial reporting for various international locations, ensuring consistency across a global multi-site footprint. Serve as the primary point of contact for external auditors and US-based tax advisors. Handle complex intercompany transactions and transfer pricing between the UK parent and US-based subsidiaries. Refine and standardise financial workflows to support international growth and transparency. Key Skills Deep technical knowledge of US Generally Accepted Accounting Principles and multi-state US taxation. A proven track record within a multi-site, international or US-based corporate environment. Qualified ACA, ACCA or CIMA Strong ability to navigate complex intercompany reconciliations and global reporting frameworks. Ability to translate technical US tax/accounting concepts for UK-based leadership. A preference for working in a collaborative, fully office-based environment 5 days a week.
Mar 27, 2026
Contractor
Morgan McKinley is supporting a high-growth international group with a significant footprint in North America seeking a technically robust Finance Manager. This role is a temp-to-perm placement designed for a professional who thrives in a fast-paced, site-based environment and possesses niche expertise in US reporting and compliance. This is a fully on site role paying £55,000 - £60,000 per annum doe Responsibilities Act as the lead for the group's North American reporting, ensuring all monthly and annual filings are compliant with US GAAP. Oversight of complex US tax requirements across multiple states, managing Nexus, state-specific corporate filings, and franchise taxes. Manage the financial reporting for various international locations, ensuring consistency across a global multi-site footprint. Serve as the primary point of contact for external auditors and US-based tax advisors. Handle complex intercompany transactions and transfer pricing between the UK parent and US-based subsidiaries. Refine and standardise financial workflows to support international growth and transparency. Key Skills Deep technical knowledge of US Generally Accepted Accounting Principles and multi-state US taxation. A proven track record within a multi-site, international or US-based corporate environment. Qualified ACA, ACCA or CIMA Strong ability to navigate complex intercompany reconciliations and global reporting frameworks. Ability to translate technical US tax/accounting concepts for UK-based leadership. A preference for working in a collaborative, fully office-based environment 5 days a week.
Financial Controller Salary: £70,000-£90,000 Location: Bristol (Hybrid) A fast-growing UK SME undergoing a period of significant investment and expansion is looking for an experienced Financial Controller to strengthen its finance function. This role offers the opportunity to work closely with operational teams and senior leadership while shaping financial processes in a scaling business. The Role You will lead the Finance team and take responsibility for management reporting, stock and project accounting, financial controls, and continuous improvement across the function. The ideal candidate will be commercially minded, detail-driven, and confident working in a dynamic, evolving environment. Key Responsibilities Management Accounts Produce monthly management accounts (P&L, balance sheet, cash flow). Provide variance analysis and performance insights. Contribute to budgeting and forecasting. Develop KPI reporting for senior management. Support improvements in reporting accuracy and internal controls. Stock Accounting Maintain accurate inventory valuation and reconciliations. Manage stock adjustments, write-offs, and obsolescence. Monitor COGS and margin performance. Work with operational teams on stock controls and periodic counts. Investigate discrepancies and strengthen stock processes. Project Accounting Track project budgets, costs, profitability and revenue recognition. Reconcile WIP and accrued income. Support project managers with financial reporting. Ensure accurate cost allocation and margin analysis. Highlight risks or variances early. General Accounting & Controls Manage and develop the Finance team. Maintain balance sheet reconciliations. Support year-end audit and statutory requirements. Ensure compliance with UK accounting standards. Drive system and process enhancements. Provide ad-hoc financial analysis. About You Essential Qualified accountant (ACCA / CIMA / ACA or equivalent). Team management experience. Experience preparing management accounts in a UK SME. Strong background in stock and project/contract accounting. Confident working with ERP systems (e.g., Business Central, NetSuite, SAP). Strong Excel and analytical skills. Able to communicate clearly with non-finance colleagues. Desirable Experience in project-led or production-focused environments. Understanding of revenue recognition and WIP accounting. Personal Attributes High accuracy and attention to detail. Commercially aware and operationally curious. Collaborative and confident working across teams. Continuous improvement mindset.
Mar 27, 2026
Full time
Financial Controller Salary: £70,000-£90,000 Location: Bristol (Hybrid) A fast-growing UK SME undergoing a period of significant investment and expansion is looking for an experienced Financial Controller to strengthen its finance function. This role offers the opportunity to work closely with operational teams and senior leadership while shaping financial processes in a scaling business. The Role You will lead the Finance team and take responsibility for management reporting, stock and project accounting, financial controls, and continuous improvement across the function. The ideal candidate will be commercially minded, detail-driven, and confident working in a dynamic, evolving environment. Key Responsibilities Management Accounts Produce monthly management accounts (P&L, balance sheet, cash flow). Provide variance analysis and performance insights. Contribute to budgeting and forecasting. Develop KPI reporting for senior management. Support improvements in reporting accuracy and internal controls. Stock Accounting Maintain accurate inventory valuation and reconciliations. Manage stock adjustments, write-offs, and obsolescence. Monitor COGS and margin performance. Work with operational teams on stock controls and periodic counts. Investigate discrepancies and strengthen stock processes. Project Accounting Track project budgets, costs, profitability and revenue recognition. Reconcile WIP and accrued income. Support project managers with financial reporting. Ensure accurate cost allocation and margin analysis. Highlight risks or variances early. General Accounting & Controls Manage and develop the Finance team. Maintain balance sheet reconciliations. Support year-end audit and statutory requirements. Ensure compliance with UK accounting standards. Drive system and process enhancements. Provide ad-hoc financial analysis. About You Essential Qualified accountant (ACCA / CIMA / ACA or equivalent). Team management experience. Experience preparing management accounts in a UK SME. Strong background in stock and project/contract accounting. Confident working with ERP systems (e.g., Business Central, NetSuite, SAP). Strong Excel and analytical skills. Able to communicate clearly with non-finance colleagues. Desirable Experience in project-led or production-focused environments. Understanding of revenue recognition and WIP accounting. Personal Attributes High accuracy and attention to detail. Commercially aware and operationally curious. Collaborative and confident working across teams. Continuous improvement mindset.
Mortgage Advisor - Godalming Hybrid working Salary up to £35k, expected OTE £65k If you are an experienced mortgage advisor who has a track record of writing strong business levels, this role could be for you. The firm is looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors and as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here. The Role Working as a mortgage broker in this business will you working a hybrid model in one of the business's estate agency partner offices. You'll be provided all the leads you could need, from a range of sources. The primary source being from the firm's estate agency relationships where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm are open to those wanting to do just mortgages or doing protection as well, it's up to you. You will be working out of the office between 2-3 days per week and may require some travel to cover other close by offices where required. Benefits A salary up to £35k Up to a £4k validation, then 10-15% commission on all business written, no cap All the business you could possibly need is provided by the firm Quick, warm and convertible leads booked straight into your diary Full administration support Full compliance support Hybrid working, 3 days a week in the office Any training requirements you need Holidays Pension scheme Requirements Estate agency experience a benefit but not required CeMap or equivalent Applying If this role sounds of interest, then please click the apply button now and we will be in touch asap. After that, there will be a fairly straight forward three stage interview process. Synonyms: mortgage broker, mortgage consultant
Mar 27, 2026
Full time
Mortgage Advisor - Godalming Hybrid working Salary up to £35k, expected OTE £65k If you are an experienced mortgage advisor who has a track record of writing strong business levels, this role could be for you. The firm is looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors and as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here. The Role Working as a mortgage broker in this business will you working a hybrid model in one of the business's estate agency partner offices. You'll be provided all the leads you could need, from a range of sources. The primary source being from the firm's estate agency relationships where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm are open to those wanting to do just mortgages or doing protection as well, it's up to you. You will be working out of the office between 2-3 days per week and may require some travel to cover other close by offices where required. Benefits A salary up to £35k Up to a £4k validation, then 10-15% commission on all business written, no cap All the business you could possibly need is provided by the firm Quick, warm and convertible leads booked straight into your diary Full administration support Full compliance support Hybrid working, 3 days a week in the office Any training requirements you need Holidays Pension scheme Requirements Estate agency experience a benefit but not required CeMap or equivalent Applying If this role sounds of interest, then please click the apply button now and we will be in touch asap. After that, there will be a fairly straight forward three stage interview process. Synonyms: mortgage broker, mortgage consultant
Mortgage Advisor - High Wycombe Hybrid working Self-employed - expected OTE £65k If you are an experienced mortgage advisor who has a track record of writing strong business levels, this role could be for you. The firm is looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors, and as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here. The Role Working as a self-employed mortgage broker in this business, you will be working a hybrid model in one of the business's estate agency partner offices. You'll be provided with all the leads you could need, from a range of sources. The primary source is from the firm's estate agency relationships, where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm is open to those wanting to do just mortgages or protection as well it's up to you. You will be working out of the office between 2-3 days per week and may require some travel to cover other close-by offices where required. Benefits A competitive commission structure All the business you could possibly need is provided by the firm Quick, warm, and convertible leads booked straight into your diary Full administration support Full compliance support Hybrid working, 3 days a week in the office Any training requirements you need Requirements Estate agency experience is a benefit, but not required CeMap or equivalent Applying If this role sounds of interest, then please click the apply button now, and we will be in touch asap. After that, there will be a fairly straightforward three-stage interview process. Synonyms: mortgage broker, mortgage consultant
Mar 27, 2026
Full time
Mortgage Advisor - High Wycombe Hybrid working Self-employed - expected OTE £65k If you are an experienced mortgage advisor who has a track record of writing strong business levels, this role could be for you. The firm is looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors, and as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here. The Role Working as a self-employed mortgage broker in this business, you will be working a hybrid model in one of the business's estate agency partner offices. You'll be provided with all the leads you could need, from a range of sources. The primary source is from the firm's estate agency relationships, where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm is open to those wanting to do just mortgages or protection as well it's up to you. You will be working out of the office between 2-3 days per week and may require some travel to cover other close-by offices where required. Benefits A competitive commission structure All the business you could possibly need is provided by the firm Quick, warm, and convertible leads booked straight into your diary Full administration support Full compliance support Hybrid working, 3 days a week in the office Any training requirements you need Requirements Estate agency experience is a benefit, but not required CeMap or equivalent Applying If this role sounds of interest, then please click the apply button now, and we will be in touch asap. After that, there will be a fairly straightforward three-stage interview process. Synonyms: mortgage broker, mortgage consultant
Our client a fast-growing, high profile organisation is seeking an experienced Finance Manager to join its collaborative team based in Loughton. The business has an exciting and diverse portfolio of projects and brands and is entering a new phase of growth, making this a pivotal appointment within its expanding finance function. This newly created role reports to the Group Financial Controller and Finance Director, offering exposure to senior decision-makers and the opportunity to shape financial operations and processes across the group. The Finance Manager will play a key role in driving efficiency, accuracy, and insight throughout the department. Key responsibilities Lead, mentor, and develop a small finance team, fostering a culture of accountability and continuous improvement. Oversee the preparation and delivery of Group Management Accounts, ensuring all reporting deadlines are met. Partner with internal teams to provide clear financial analysis and commentary that supports informed commercial decisions. Review and approve weekly and monthly payment runs, VAT returns, and compliance submissions, working with external advisors where appropriate. Prepare statutory accounts for multiple trading entities and coordinate the annual audit process. Review and improve systems, processes, and controls to enhance accuracy and efficiency within the finance function. Candidate profile ACA or ACCA qualified. Experienced in managing or supervising a team, either from practice (audit or similar) seeking a first move into industry, or currently working as a Finance Manager within a small to mid-sized business. Hands-on and detail-driven, with strong analytical and problem-solving skills. Comfortable working in a dynamic and fast-paced environment.
Mar 27, 2026
Full time
Our client a fast-growing, high profile organisation is seeking an experienced Finance Manager to join its collaborative team based in Loughton. The business has an exciting and diverse portfolio of projects and brands and is entering a new phase of growth, making this a pivotal appointment within its expanding finance function. This newly created role reports to the Group Financial Controller and Finance Director, offering exposure to senior decision-makers and the opportunity to shape financial operations and processes across the group. The Finance Manager will play a key role in driving efficiency, accuracy, and insight throughout the department. Key responsibilities Lead, mentor, and develop a small finance team, fostering a culture of accountability and continuous improvement. Oversee the preparation and delivery of Group Management Accounts, ensuring all reporting deadlines are met. Partner with internal teams to provide clear financial analysis and commentary that supports informed commercial decisions. Review and approve weekly and monthly payment runs, VAT returns, and compliance submissions, working with external advisors where appropriate. Prepare statutory accounts for multiple trading entities and coordinate the annual audit process. Review and improve systems, processes, and controls to enhance accuracy and efficiency within the finance function. Candidate profile ACA or ACCA qualified. Experienced in managing or supervising a team, either from practice (audit or similar) seeking a first move into industry, or currently working as a Finance Manager within a small to mid-sized business. Hands-on and detail-driven, with strong analytical and problem-solving skills. Comfortable working in a dynamic and fast-paced environment.
Title: Japanese Speaking Demand Planning Manager Salary: £45k-£49k base salary + annual bonus Location: London (3days WFO, 2days WFH) Job status: Permanent Working hours: 35 hours per week Start date: ASAP Japanese Speaking Demand Planning Manager - Responsibilities: Develop and manage sales plans for products and channels, collaborating with sales, e-commerce, and marketing teams Plan and optimise inventory, coordinate purchasing, and manage stock for campaigns and seasonal products Oversee product lifecycle from launch to discontinuation Align stock and sales forecasts across stores, online, and external retailers Prepare monthly reports on sales, inventory, and purchasing, and identify improvement opportunities Support profitability analysis, budgeting, and KPI monitoring Lead and develop the Planner, collaborating with internal stakeholders Japanese Speaking Demand Planning Manager - Requirements: Previous experience in sales and purchase planning (consumer goods preferred) Strong Excel skill and familiar With Microsoft Office Suite Analytical, detail-oriented, and problem-solving mindset Japanese language skills will be highly plus (need to contact with Japan HQ) Excellent communication and teamwork skills Please follow us on Linkedin: company/people-first-team-japan We would be grateful if you could send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation. People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability. People First (Recruitment) Limited acts as an employment agency for permanent and fixed term contract recruitment and as an employment business for the supply of temporary workers. Please note that by applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.
Mar 27, 2026
Full time
Title: Japanese Speaking Demand Planning Manager Salary: £45k-£49k base salary + annual bonus Location: London (3days WFO, 2days WFH) Job status: Permanent Working hours: 35 hours per week Start date: ASAP Japanese Speaking Demand Planning Manager - Responsibilities: Develop and manage sales plans for products and channels, collaborating with sales, e-commerce, and marketing teams Plan and optimise inventory, coordinate purchasing, and manage stock for campaigns and seasonal products Oversee product lifecycle from launch to discontinuation Align stock and sales forecasts across stores, online, and external retailers Prepare monthly reports on sales, inventory, and purchasing, and identify improvement opportunities Support profitability analysis, budgeting, and KPI monitoring Lead and develop the Planner, collaborating with internal stakeholders Japanese Speaking Demand Planning Manager - Requirements: Previous experience in sales and purchase planning (consumer goods preferred) Strong Excel skill and familiar With Microsoft Office Suite Analytical, detail-oriented, and problem-solving mindset Japanese language skills will be highly plus (need to contact with Japan HQ) Excellent communication and teamwork skills Please follow us on Linkedin: company/people-first-team-japan We would be grateful if you could send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs. Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation. People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability. People First (Recruitment) Limited acts as an employment agency for permanent and fixed term contract recruitment and as an employment business for the supply of temporary workers. Please note that by applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.
Job Description Countrywide Mortgage Services are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Exeter. OTE £55K We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process.You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment. What can we offer you as our Trainee Mortgage and Protection Advisor: Competitive Salary OTE £55K Superb training and development programme Uncapped commission Leads generated from our colleagues in Estate Agency Quality and Loyalty Bonus Group Discounts on Property Services. Transparent and fair progression structure Highly skilled and experienced management team Central Admin Support and agile IT tools to help you succeed Supportive encouraging and rewarding environment - We invest in you! All expense paid trips for top achievers Main responsibilities of a Trainee Mortgage and Protection Advisor Building relationships with the Estate Agency teams in order to provide training and support. Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment. Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs. Taking part in regular branch meetings to discuss best practice and build lasting relationships. Skills and experience required to be a successful Trainee Mortgage and Protection Advisor Hold CeMap or industry equivalent qualification. Able to generate new business in a target driven environment. Outstanding customer care / customer service experience. Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills. IT literate (MS Office, internet, email systems). A Full UK driving license and access to your own vehicle. Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.MS02884
Mar 27, 2026
Full time
Job Description Countrywide Mortgage Services are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Exeter. OTE £55K We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process.You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment. What can we offer you as our Trainee Mortgage and Protection Advisor: Competitive Salary OTE £55K Superb training and development programme Uncapped commission Leads generated from our colleagues in Estate Agency Quality and Loyalty Bonus Group Discounts on Property Services. Transparent and fair progression structure Highly skilled and experienced management team Central Admin Support and agile IT tools to help you succeed Supportive encouraging and rewarding environment - We invest in you! All expense paid trips for top achievers Main responsibilities of a Trainee Mortgage and Protection Advisor Building relationships with the Estate Agency teams in order to provide training and support. Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment. Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs. Taking part in regular branch meetings to discuss best practice and build lasting relationships. Skills and experience required to be a successful Trainee Mortgage and Protection Advisor Hold CeMap or industry equivalent qualification. Able to generate new business in a target driven environment. Outstanding customer care / customer service experience. Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills. IT literate (MS Office, internet, email systems). A Full UK driving license and access to your own vehicle. Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.MS02884
We are recruiting for an Accounts & Audit Senior on behalf of a well-established and growing accountancy practice, based on the outskirts of Maidenhead. The role would suit a qualified ACA or ACCA accountant with significant audit and accounts experience. This is a friendly, professional firm that is growing and winning new business, therefore, the need to add an additional team member, the role will offer the opportunity to develop and progress within the firm. Accounts & Audit Senior, your responsibilities will include: Planning, fieldwork and completion of audit assignments Accounts preparation Tax, personal and corporation tax work Identifying client needs and providing solutions Carry out work within deadlines and to budget Research and analyse financial statements for audit related issues Client management to gather information and resolve issues Working within a team environment Please do apply for this role if you satisfy the following: Qualified ACA or ACCA with previous audit and accounts experience gained within a UK accountancy practice environment Good technical knowledge and analytical skill Excellent communication and interpersonal skills Good general IT skills; MS Office, Sage, Xero and other accounting software, CCH experience would be an advantage Technically up to date with legislation Positive, motivated team player Excellent organisational skills with attention to detail You will be a driver with own car Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a graduate visa. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.
Mar 27, 2026
Full time
We are recruiting for an Accounts & Audit Senior on behalf of a well-established and growing accountancy practice, based on the outskirts of Maidenhead. The role would suit a qualified ACA or ACCA accountant with significant audit and accounts experience. This is a friendly, professional firm that is growing and winning new business, therefore, the need to add an additional team member, the role will offer the opportunity to develop and progress within the firm. Accounts & Audit Senior, your responsibilities will include: Planning, fieldwork and completion of audit assignments Accounts preparation Tax, personal and corporation tax work Identifying client needs and providing solutions Carry out work within deadlines and to budget Research and analyse financial statements for audit related issues Client management to gather information and resolve issues Working within a team environment Please do apply for this role if you satisfy the following: Qualified ACA or ACCA with previous audit and accounts experience gained within a UK accountancy practice environment Good technical knowledge and analytical skill Excellent communication and interpersonal skills Good general IT skills; MS Office, Sage, Xero and other accounting software, CCH experience would be an advantage Technically up to date with legislation Positive, motivated team player Excellent organisational skills with attention to detail You will be a driver with own car Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a graduate visa. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.
Mortgage Advisor - Banbury/Bicester Hybrid working Self-employed - expected OTE £65k If you are an experienced mortgage advisor who has a track record of writing strong business levels, this role could be for you. The firm is looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors, and as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here. The Role Working as a self-employed mortgage broker in this business, you will be working a hybrid model in one of the business's estate agency partner offices. You'll be provided with all the leads you could need, from a range of sources. The primary source is from the firm's estate agency relationships, where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm is open to those wanting to do just mortgages or protection as well it's up to you. You will be working out of the office between 2-3 days per week and may require some travel to cover other close by offices where required. Benefits A competitive commission structure All the business you could possibly need is provided by the firm Quick, warm, and convertible leads booked straight into your diary Full administration support Full compliance support Hybrid working, 3 days a week in the office Any training requirements you need Requirements Estate agency experience is a benefit, but not required CeMap or equivalent Applying If this role sounds of interest, then please click the apply button now, and we will be in touch asap. After that, there will be a fairly straightforward three-stage interview process. Synonyms: mortgage broker, mortgage consultant
Mar 27, 2026
Full time
Mortgage Advisor - Banbury/Bicester Hybrid working Self-employed - expected OTE £65k If you are an experienced mortgage advisor who has a track record of writing strong business levels, this role could be for you. The firm is looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors, and as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here. The Role Working as a self-employed mortgage broker in this business, you will be working a hybrid model in one of the business's estate agency partner offices. You'll be provided with all the leads you could need, from a range of sources. The primary source is from the firm's estate agency relationships, where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm is open to those wanting to do just mortgages or protection as well it's up to you. You will be working out of the office between 2-3 days per week and may require some travel to cover other close by offices where required. Benefits A competitive commission structure All the business you could possibly need is provided by the firm Quick, warm, and convertible leads booked straight into your diary Full administration support Full compliance support Hybrid working, 3 days a week in the office Any training requirements you need Requirements Estate agency experience is a benefit, but not required CeMap or equivalent Applying If this role sounds of interest, then please click the apply button now, and we will be in touch asap. After that, there will be a fairly straightforward three-stage interview process. Synonyms: mortgage broker, mortgage consultant
Financial Controller (12-Month FTC) Luxury Consumer Tech SME London Hybrid up to £75k Harmonic are delighted to be supporting a fast-growing consumer tech business in their search for a Financial Controller (12-month FTC). Our client is a market-leading luxury online platform. The business has built a global-scale reputation for its premium and highly intuitive platform that is used by millions of consumers. You'll be working closely with an experienced and well-regarded CFO. This is a fantastic opportunity to support a stylish SME at an exciting stage of its journey. With continued international expansion and increasing operational complexity, the business is seeking a hands-on, high-calibre individual to take ownership of the finance function and deliver best-in-class financial operations and compliance. This is a high-impact 12-month FTC where you'll look to own and enhance Finance operations while working alongside a highly talented and ambitious team. The Role This is a hands-on Financial Controller position, ideal for someone who thrives in a fast-paced, scaling environment. You'll take full ownership of day-to-day finance operations, while also leading on compliance, reporting, and process improvements. Responsibilities Take full ownership of the day-to-day finance function Produce accurate and timely monthly management accounts Manage and develop junior members of the finance team Implement and improve financial controls, systems, and processes Lead the UK audit process and manage external auditors Business partner with teams across the organisation Prepare and submit VAT returns What our client is looking for: ACA, ACCA or CIMA qualified Proven experience in a broad, hands-on finance role within a start-up or SME environment. Skilled in process improvement and passionate about the adoption of automation. An individual who will take real ownership over a 12-month contract, bringing pace, energy, and enthusiasm for a high-growth start-up environment Location: London - Hybrid working, 2 days in the office required Contract: 12-Month Fixed-Term Contract Salary: Up to £75,000 Start Date: ASAP At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation. If you think you could be a great fit, please apply or send your CV to At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation.
Mar 27, 2026
Full time
Financial Controller (12-Month FTC) Luxury Consumer Tech SME London Hybrid up to £75k Harmonic are delighted to be supporting a fast-growing consumer tech business in their search for a Financial Controller (12-month FTC). Our client is a market-leading luxury online platform. The business has built a global-scale reputation for its premium and highly intuitive platform that is used by millions of consumers. You'll be working closely with an experienced and well-regarded CFO. This is a fantastic opportunity to support a stylish SME at an exciting stage of its journey. With continued international expansion and increasing operational complexity, the business is seeking a hands-on, high-calibre individual to take ownership of the finance function and deliver best-in-class financial operations and compliance. This is a high-impact 12-month FTC where you'll look to own and enhance Finance operations while working alongside a highly talented and ambitious team. The Role This is a hands-on Financial Controller position, ideal for someone who thrives in a fast-paced, scaling environment. You'll take full ownership of day-to-day finance operations, while also leading on compliance, reporting, and process improvements. Responsibilities Take full ownership of the day-to-day finance function Produce accurate and timely monthly management accounts Manage and develop junior members of the finance team Implement and improve financial controls, systems, and processes Lead the UK audit process and manage external auditors Business partner with teams across the organisation Prepare and submit VAT returns What our client is looking for: ACA, ACCA or CIMA qualified Proven experience in a broad, hands-on finance role within a start-up or SME environment. Skilled in process improvement and passionate about the adoption of automation. An individual who will take real ownership over a 12-month contract, bringing pace, energy, and enthusiasm for a high-growth start-up environment Location: London - Hybrid working, 2 days in the office required Contract: 12-Month Fixed-Term Contract Salary: Up to £75,000 Start Date: ASAP At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation. If you think you could be a great fit, please apply or send your CV to At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation.
Our client is a Chartered independent wealth planning firm in Kent offering whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. Currently they manage the affairs of 1000 clients with assets ranging from £100k - £20m. The business has £600m AUM. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes. The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back over 25 years. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. This is a brand-new role for a Senior Paraplanner to be based in either of their Kent based offices supporting a team of Chartered Financial Advisers. You will occasionally attend meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. You will work on the more technical cases and have a genuine input into the advice that is given and you will be engaging with the Advisers on the best course of action for each case as opposed to simply writing Suitability Reports. This role will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status. CV to Jim at Financial Divisions
Mar 27, 2026
Full time
Our client is a Chartered independent wealth planning firm in Kent offering whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. Currently they manage the affairs of 1000 clients with assets ranging from £100k - £20m. The business has £600m AUM. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes. The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back over 25 years. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. This is a brand-new role for a Senior Paraplanner to be based in either of their Kent based offices supporting a team of Chartered Financial Advisers. You will occasionally attend meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. You will work on the more technical cases and have a genuine input into the advice that is given and you will be engaging with the Advisers on the best course of action for each case as opposed to simply writing Suitability Reports. This role will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status. CV to Jim at Financial Divisions
Mortgage & Protection Advisor - Reading Office Based Salary up to £35k, expected OTE £65k If you are an experienced mortgage and protection advisor who has a track record of writing strong business levels, this role could be for you. The firm is looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors and as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here. The Role Working as a mortgage broker in this business will you working a hybrid model in one of the business's estate agency partner offices. You'll be provided all the leads you could need, from a range of sources. The primary source being from the firm's estate agency relationships where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm are open to those wanting to do just mortgages or doing protection as well, it's up to you. You will be working out of the office and may require some travel to cover other close by offices where required. Benefits A salary up to £35k Up to a £4k validation, then 10-15% commission on all business written, no cap All the business you could possibly need is provided by the firm Quick, warm and convertible leads booked straight into your diary Full administration support Full compliance support Any training requirements you need Holidays Pension scheme Requirements Estate agency experience a benefit but not required CeMap or equivalent Applying If this role sounds of interest, then please click the apply button now and we will be in touch asap. After that, there will be a fairly straight forward three stage interview process. Synonyms: mortgage broker, mortgage consultant
Mar 27, 2026
Full time
Mortgage & Protection Advisor - Reading Office Based Salary up to £35k, expected OTE £65k If you are an experienced mortgage and protection advisor who has a track record of writing strong business levels, this role could be for you. The firm is looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors and as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here. The Role Working as a mortgage broker in this business will you working a hybrid model in one of the business's estate agency partner offices. You'll be provided all the leads you could need, from a range of sources. The primary source being from the firm's estate agency relationships where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm are open to those wanting to do just mortgages or doing protection as well, it's up to you. You will be working out of the office and may require some travel to cover other close by offices where required. Benefits A salary up to £35k Up to a £4k validation, then 10-15% commission on all business written, no cap All the business you could possibly need is provided by the firm Quick, warm and convertible leads booked straight into your diary Full administration support Full compliance support Any training requirements you need Holidays Pension scheme Requirements Estate agency experience a benefit but not required CeMap or equivalent Applying If this role sounds of interest, then please click the apply button now and we will be in touch asap. After that, there will be a fairly straight forward three stage interview process. Synonyms: mortgage broker, mortgage consultant
Financial Planner Private Client Location: Bury St Edmunds Job Type: Full-time Salary: DOE We are seeking a dedicated Financial Planner Support Administrator to provide high-quality administrative support to our Financial Planners and Directors. This role is crucial in ensuring that all client interactions are prepared with timely and accurate information, maintaining impeccable client records, and supporting the development of junior team members. Day-to-Day Responsibilities: Produce and compile accurate client review packs and ensure all client records are maintained with a clear audit trail. Liaise with providers and third parties to deliver timely and accurate information for client meetings. Prepare for and attend client meetings, delivering relevant sections as required and with line manager approval. Conduct pre- and post-meeting reviews, delegate tasks to support staff, issue meeting notes within two weeks, and ensure all actions are completed. Develop junior team members by enabling them to undertake supportive tasks that enhance client service. Complete due diligence for all new business, generate platform calculator costings, and raise queries as needed. Produce template suitability letters and ensure all client instructions are processed using the correct advice flows and checklists. Maintain and update your talent development record within the Beckett Academy App. Participate in projects and undertake specific tasks to support your ongoing development. Required Skills & Qualifications: Progressing towards or holding a Diploma in Financial Planning (Level 4 desirable). Proven experience providing administrative support within financial services. Strong knowledge of pensions, investments, and mandatory compliance training. Exceptional attention to detail, strong computer and data management skills, and an analytical mindset. Excellent organisational, prioritisation, and time management skills. Strong team player with effective relationship-building, communication, and interpersonal skills. Ability to work proactively, independently, and raise issues or errors appropriately. Benefits: Competitive salary and benefits package. Opportunities for professional development and progression within the company. Supportive and collaborative work environment. Access to training and development programs. To apply for the Financial Planner Support Administrator position, please submit your CV and a cover letter detailing your relevant experience and qualifications
Mar 27, 2026
Full time
Financial Planner Private Client Location: Bury St Edmunds Job Type: Full-time Salary: DOE We are seeking a dedicated Financial Planner Support Administrator to provide high-quality administrative support to our Financial Planners and Directors. This role is crucial in ensuring that all client interactions are prepared with timely and accurate information, maintaining impeccable client records, and supporting the development of junior team members. Day-to-Day Responsibilities: Produce and compile accurate client review packs and ensure all client records are maintained with a clear audit trail. Liaise with providers and third parties to deliver timely and accurate information for client meetings. Prepare for and attend client meetings, delivering relevant sections as required and with line manager approval. Conduct pre- and post-meeting reviews, delegate tasks to support staff, issue meeting notes within two weeks, and ensure all actions are completed. Develop junior team members by enabling them to undertake supportive tasks that enhance client service. Complete due diligence for all new business, generate platform calculator costings, and raise queries as needed. Produce template suitability letters and ensure all client instructions are processed using the correct advice flows and checklists. Maintain and update your talent development record within the Beckett Academy App. Participate in projects and undertake specific tasks to support your ongoing development. Required Skills & Qualifications: Progressing towards or holding a Diploma in Financial Planning (Level 4 desirable). Proven experience providing administrative support within financial services. Strong knowledge of pensions, investments, and mandatory compliance training. Exceptional attention to detail, strong computer and data management skills, and an analytical mindset. Excellent organisational, prioritisation, and time management skills. Strong team player with effective relationship-building, communication, and interpersonal skills. Ability to work proactively, independently, and raise issues or errors appropriately. Benefits: Competitive salary and benefits package. Opportunities for professional development and progression within the company. Supportive and collaborative work environment. Access to training and development programs. To apply for the Financial Planner Support Administrator position, please submit your CV and a cover letter detailing your relevant experience and qualifications
Our client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office near Bishops Stortford. Due to an increase in business captured through recommendations and consistently high levels of customer service, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support the Financial Advisers in the business. They are looking to hire an individual who has aspirations to become an advisor in the future and offer a heavily client facing paraplanning opportunity. As you gain exposure to their business and working practices you will develop good working relationships with both the inhouse team of advisors and your clients. You will already be an accomplished suitability report writer and technical researcher with experience of helping to perform annual reviews, cash flow planning, ensuring compliance of client files and assisting with file audits. You will be diploma qualified or be actively studying to achieve your diploma status having already gained some exam success ( RO papers). This would be the golden opportunity to grow your client facing skills and become the main company Paraplanner in time with the support and mentoring of the Director of the business. If you are working within a Private Client Wealth Management role, providing holistic paraplanning support my client would be very interested in viewing your cv. CV to Jim at Financial Divisions
Mar 27, 2026
Full time
Our client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office near Bishops Stortford. Due to an increase in business captured through recommendations and consistently high levels of customer service, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support the Financial Advisers in the business. They are looking to hire an individual who has aspirations to become an advisor in the future and offer a heavily client facing paraplanning opportunity. As you gain exposure to their business and working practices you will develop good working relationships with both the inhouse team of advisors and your clients. You will already be an accomplished suitability report writer and technical researcher with experience of helping to perform annual reviews, cash flow planning, ensuring compliance of client files and assisting with file audits. You will be diploma qualified or be actively studying to achieve your diploma status having already gained some exam success ( RO papers). This would be the golden opportunity to grow your client facing skills and become the main company Paraplanner in time with the support and mentoring of the Director of the business. If you are working within a Private Client Wealth Management role, providing holistic paraplanning support my client would be very interested in viewing your cv. CV to Jim at Financial Divisions
This will be a critical role in embedding and enhancing the company's second line risk & compliance function. The candidate will collaborate with the wider business and provide effective and pragmatic compliance and financial crime guidance and support. Client Details The Group's short-term goal is to build the UK's leading specialist pensions administration business through a combination of M&A and strategic partnerships, alongside supporting the continued success of its operating pensions business Description A successful Head of Compliance should have: Compliance and Financial Crime Oversight and Support: Enhance and embed the company's suite of compliance and financial crime policies and processes Ensure appropriate systems and controls are in place to mitigate the risk that the firm might be used for the purposes of financial crime Ensure appropriate Risk & Compliance support is provided to company projects and initiatives Alongside the CRO, liaise with regulatory bodies, such as the FCA, seeking to develop effective communication and working relationships and providing assurance that the business is acting in line with regulatory expectations and requirements Analyse and report regulatory changes, trends and issues that may impact the business Oversee and deliver second line compliance monitoring reviews in line with the compliance monitoring plan Oversee the identification and reporting of emerging compliance and financial crime risks Support the first line in the continual improvement of Consumer Duty deliverable, oversight and reporting Support the risk and compliance assessment for future Mergers and Acquisitions (M&A) and the implementation and alignment of compliance policies and procedures Provide oversight and challenge of the systems and controls in place in respect of compliance with relevant data protection legislation Governance and Board Support: Provide regular compliance and financial crime data, assessments, action tracking and reports to the relevant governance committees and the Boards Attend first line governance meetings and change forums and provide effective technical support, oversight and challenge. Profile A successful Head of Compliance should have: Experience and Qualifications: 5+ years' experience in a similar Compliance and/or Financial Crime role. Experience in identifying and assessing regulatory changes and supporting the delivery of change through project governance Experience in supporting and collaborating with business leaders to assess and enhance compliance processes and controls Experience designing and delivering compliance based governance reports up to Board level Works well with teams, peers and Senior Management in collaborating across functions and builds strong relationships with colleagues at all levels Degree-level education is preferred but not essential with the right compliance experience and skill set Skills and Attributes: Credible & Collaborative: Works well with teams, peers and Senior Managers, collaborating across functions and builds strong relationships with external partners and colleagues at all levels Trusted: Maintains high ethical standards, integrity, confidentiality and inherently trustworthy Flexible and Proactive: Thrives in a dynamic environment and remains calm under pressure. Able to navigate complex and evolving situations and takes initiative in problem-solving Communication: Able to effectively engage and positively influence colleagues at all levels. Excellent report writing skills with the ability to tailor information effectively for the target audience Job Offer Competitive salary between £80,000 and £90,000 per annum. 28 days holiday plus public and bank holidays BUPA healthcare Discretionary bonus - experience dependent Pension plan
Mar 27, 2026
Full time
This will be a critical role in embedding and enhancing the company's second line risk & compliance function. The candidate will collaborate with the wider business and provide effective and pragmatic compliance and financial crime guidance and support. Client Details The Group's short-term goal is to build the UK's leading specialist pensions administration business through a combination of M&A and strategic partnerships, alongside supporting the continued success of its operating pensions business Description A successful Head of Compliance should have: Compliance and Financial Crime Oversight and Support: Enhance and embed the company's suite of compliance and financial crime policies and processes Ensure appropriate systems and controls are in place to mitigate the risk that the firm might be used for the purposes of financial crime Ensure appropriate Risk & Compliance support is provided to company projects and initiatives Alongside the CRO, liaise with regulatory bodies, such as the FCA, seeking to develop effective communication and working relationships and providing assurance that the business is acting in line with regulatory expectations and requirements Analyse and report regulatory changes, trends and issues that may impact the business Oversee and deliver second line compliance monitoring reviews in line with the compliance monitoring plan Oversee the identification and reporting of emerging compliance and financial crime risks Support the first line in the continual improvement of Consumer Duty deliverable, oversight and reporting Support the risk and compliance assessment for future Mergers and Acquisitions (M&A) and the implementation and alignment of compliance policies and procedures Provide oversight and challenge of the systems and controls in place in respect of compliance with relevant data protection legislation Governance and Board Support: Provide regular compliance and financial crime data, assessments, action tracking and reports to the relevant governance committees and the Boards Attend first line governance meetings and change forums and provide effective technical support, oversight and challenge. Profile A successful Head of Compliance should have: Experience and Qualifications: 5+ years' experience in a similar Compliance and/or Financial Crime role. Experience in identifying and assessing regulatory changes and supporting the delivery of change through project governance Experience in supporting and collaborating with business leaders to assess and enhance compliance processes and controls Experience designing and delivering compliance based governance reports up to Board level Works well with teams, peers and Senior Management in collaborating across functions and builds strong relationships with colleagues at all levels Degree-level education is preferred but not essential with the right compliance experience and skill set Skills and Attributes: Credible & Collaborative: Works well with teams, peers and Senior Managers, collaborating across functions and builds strong relationships with external partners and colleagues at all levels Trusted: Maintains high ethical standards, integrity, confidentiality and inherently trustworthy Flexible and Proactive: Thrives in a dynamic environment and remains calm under pressure. Able to navigate complex and evolving situations and takes initiative in problem-solving Communication: Able to effectively engage and positively influence colleagues at all levels. Excellent report writing skills with the ability to tailor information effectively for the target audience Job Offer Competitive salary between £80,000 and £90,000 per annum. 28 days holiday plus public and bank holidays BUPA healthcare Discretionary bonus - experience dependent Pension plan
Talent Finance are proud to be partnering with a long established and highly regarded organisation based near Poole and Bournemouth, who are looking to appoint a qualified Financial Controller to join their senior leadership team. This is a broad and hands on Financial Controller position suited to someone who enjoys being close to the detail while also contributing to strategic and commercial decision making. The role will take full responsibility for the finance function and play a key part in supporting the continued growth and development of the business. The business operates across multiple international locations and is recognised as a specialist within its sector, working with a range of high-profile clients and long-term contracts. The Role Reporting directly to the Managing Director, the Financial Controller will be responsible for the day-to-day financial management of the business, ensuring accurate reporting, strong financial controls and providing meaningful financial insight to support business decisions. The role will also have oversight of payroll and HR related financial processes. Key Responsibilities: Take ownership of the month end and year end close process and produce accurate management accounts and financial reports. Provide financial analysis and performance reporting to support senior management with decision making. Manage project and job costing to ensure accurate revenue and cost recognition across contracts and projects. Ensure compliance with all statutory reporting requirements and relevant accounting standards. Act as the main point of contact for external auditors and accountants. Lead the budgeting and forecasting process, including cash flow forecasting and scenario planning. Provide commercial support including pricing, margin analysis and contract profitability. Maintain and improve financial controls, processes and systems across the business. Oversee accounts payable, accounts receivable, VAT, corporation tax and payroll processes. Support headcount planning, labour cost analysis and overall business planning. Work closely with senior leadership to provide financial insight and support strategic planning. Candidate Requirements: Fully qualified accountant (ACA, ACCA or CIMA). Previous experience in a Financial Controller or senior finance role. Strong financial reporting and technical accounting knowledge. Experience managing or overseeing payroll and financial compliance. Strong Excel and financial systems experience. Confident communicator with the ability to work with senior stakeholders across the business. Hands on approach with the ability to work both strategically and operationally. Commercially minded with strong analytical and problem solving skills. Strong attention to detail and ability to manage multiple priorities. This is an excellent opportunity for a Financial Controller looking for a broad role within a stable and interesting business where they can take ownership of the finance function and play a key role in the future direction of the company. Talent Finance are committed to promoting Equity, Diversity and Inclusion in the workplace. We review all applicants on equal merit and we do not discriminate on the basis of age, gender, sex, relationship status, disability, race, religion/beliefs, or sexual orientation.
Mar 27, 2026
Full time
Talent Finance are proud to be partnering with a long established and highly regarded organisation based near Poole and Bournemouth, who are looking to appoint a qualified Financial Controller to join their senior leadership team. This is a broad and hands on Financial Controller position suited to someone who enjoys being close to the detail while also contributing to strategic and commercial decision making. The role will take full responsibility for the finance function and play a key part in supporting the continued growth and development of the business. The business operates across multiple international locations and is recognised as a specialist within its sector, working with a range of high-profile clients and long-term contracts. The Role Reporting directly to the Managing Director, the Financial Controller will be responsible for the day-to-day financial management of the business, ensuring accurate reporting, strong financial controls and providing meaningful financial insight to support business decisions. The role will also have oversight of payroll and HR related financial processes. Key Responsibilities: Take ownership of the month end and year end close process and produce accurate management accounts and financial reports. Provide financial analysis and performance reporting to support senior management with decision making. Manage project and job costing to ensure accurate revenue and cost recognition across contracts and projects. Ensure compliance with all statutory reporting requirements and relevant accounting standards. Act as the main point of contact for external auditors and accountants. Lead the budgeting and forecasting process, including cash flow forecasting and scenario planning. Provide commercial support including pricing, margin analysis and contract profitability. Maintain and improve financial controls, processes and systems across the business. Oversee accounts payable, accounts receivable, VAT, corporation tax and payroll processes. Support headcount planning, labour cost analysis and overall business planning. Work closely with senior leadership to provide financial insight and support strategic planning. Candidate Requirements: Fully qualified accountant (ACA, ACCA or CIMA). Previous experience in a Financial Controller or senior finance role. Strong financial reporting and technical accounting knowledge. Experience managing or overseeing payroll and financial compliance. Strong Excel and financial systems experience. Confident communicator with the ability to work with senior stakeholders across the business. Hands on approach with the ability to work both strategically and operationally. Commercially minded with strong analytical and problem solving skills. Strong attention to detail and ability to manage multiple priorities. This is an excellent opportunity for a Financial Controller looking for a broad role within a stable and interesting business where they can take ownership of the finance function and play a key role in the future direction of the company. Talent Finance are committed to promoting Equity, Diversity and Inclusion in the workplace. We review all applicants on equal merit and we do not discriminate on the basis of age, gender, sex, relationship status, disability, race, religion/beliefs, or sexual orientation.
Job Title: Business Performance Finance Analyst Location: Barrow-in-Furness, Hybrid, 2 days on site weekly We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role Salary: £50,000 plus depending on skills and experience Who we are: Join BAE Systems and you'll be part of something bigger. As a valued member of our global colleague network, you'll bring your unique skills and perspectives to help pioneer progress and protect what matters most. You'll be trusted to play your part in delivering the advanced, technology-led defence, aerospace and security solutions of tomorrow - shaping a safer future, for all of us. From the depths of the ocean, to the far reaches of space - there's no limit to where a career at BAE Systems could take you. Role description: In this role, you will be part of the Submarines FP&A Business Performance team, taking ownership of key Financial Planning and Analysis processes across the business. You will play a central role in planning cycles, including forecasts, budgets and IBP submissions, as well as delivering monthly management reporting, analysing variances, and identifying risks and opportunities. Core duties: Working in the Submarines Financial Planning and Analysis Business Performance team Take ownership of key Financial Planning & Analysis (FP&A) processes within the Submarines business, including planning cycles (forecast, budget, and IBP submissions), monthly management reporting (reporting packs, variance analysis , risks and opportunities), quarterly business reviews and cash flow forecasting Contribute to the delivery of key outputs and processes, ensuring deliverables to Programmes, Leadership , Sector, Group and other stakeholders are high quality, accurate and made in line with expected timescales Operate and enhance financial systems and processes in a dynamic and evolving environment Ensure financial reporting, governance, and controls are robust and compliant with the Group and local requirements Support continuous improvement and transformation initiatives within the FP&A capability centre, contributing to the implementation of the Finance Strategy and the One Finance Operating Model Essential skills: Fully qualified accountant (e.g. ACA, ACCA, CIMA) with at least 2 years' post-qualification experience Sound business knowledge and commercial awareness Good understanding of planning cycles, reporting, and accounting standards Proficient in using financial systems to support FP&A activities Proven experience in financial planning & analysis , continuous improvement and governance & compliance Excel and data modelling skills, with the ability to interpret and present complex information clearly The Financial Planning & Analysis Business Performance team: As a Business Performance Lead within our central Financial Planning and Analysis Business Performance team, you will play a key role in driving forward-looking insights that enhance future business performance. You'll work collaboratively with Programmes, Leadership , Capability Centres, Sector, and Group teams to deliver analytical support and actionable insights that inform strategic decisions . In addition, you'll contribute to the continuous improvement of the Financial Planning and Analysis capability centre, helping to shape and strengthen our overall financial performance and decision -making processes. We offer relocation support packages across all Submarines roles, subject to meeting eligibility criteria. Why BAE Systems? Here you'll build a career with purpose and limitless possibilities. With lifelong learning and meaningful work - this is a place where you can grow your career with confidence and be empowered to be your best. You'll be recognised for your contribution and enjoy rewards tailored to what's most important to you and your family - support for your financial and personal wellbeing, as well as a balanced lifestyle. In an environment embracing sustainable ways of working and with a strong sense of shared purpose, our supportive culture is a place you can feel you belong and proud of the difference you make. A place where everyone can thrive. We're committed to building an inclusive workplace where everyone feels valued and supported. We know that a diversity of backgrounds, perspectives and experiences strengthens our teams and is vital to the work we do. We welcome applications from all candidates and give full, fair and open consideration to everyone. If you require any reasonable adjustments during the recruitment process, please contact our recruitment team to discuss any further support you may need. Connect with us at Please be aware that many roles at BAE Systems are subject to both security and export control restrictions. These restrictions mean that factors such as your nationality, any nationalities you may have previously held, and your place of birth can restrict the roles you are eligible to perform within the organisation. All applicants must as a minimum achieve Baseline Personnel Security Standard. Many roles also require higher levels of National Security Vetting where applicants must typically have 5 to 10 years of continuous residency in the UK depending on the vetting level required for the role , to allow for meaningful security vetting checks. Closing Date : 10th April 2026 We reserve the right to close this vacancy early if we receive sufficient applications for the role . Therefore, if you are interested, please submit your application as early as possible.
Mar 27, 2026
Full time
Job Title: Business Performance Finance Analyst Location: Barrow-in-Furness, Hybrid, 2 days on site weekly We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role Salary: £50,000 plus depending on skills and experience Who we are: Join BAE Systems and you'll be part of something bigger. As a valued member of our global colleague network, you'll bring your unique skills and perspectives to help pioneer progress and protect what matters most. You'll be trusted to play your part in delivering the advanced, technology-led defence, aerospace and security solutions of tomorrow - shaping a safer future, for all of us. From the depths of the ocean, to the far reaches of space - there's no limit to where a career at BAE Systems could take you. Role description: In this role, you will be part of the Submarines FP&A Business Performance team, taking ownership of key Financial Planning and Analysis processes across the business. You will play a central role in planning cycles, including forecasts, budgets and IBP submissions, as well as delivering monthly management reporting, analysing variances, and identifying risks and opportunities. Core duties: Working in the Submarines Financial Planning and Analysis Business Performance team Take ownership of key Financial Planning & Analysis (FP&A) processes within the Submarines business, including planning cycles (forecast, budget, and IBP submissions), monthly management reporting (reporting packs, variance analysis , risks and opportunities), quarterly business reviews and cash flow forecasting Contribute to the delivery of key outputs and processes, ensuring deliverables to Programmes, Leadership , Sector, Group and other stakeholders are high quality, accurate and made in line with expected timescales Operate and enhance financial systems and processes in a dynamic and evolving environment Ensure financial reporting, governance, and controls are robust and compliant with the Group and local requirements Support continuous improvement and transformation initiatives within the FP&A capability centre, contributing to the implementation of the Finance Strategy and the One Finance Operating Model Essential skills: Fully qualified accountant (e.g. ACA, ACCA, CIMA) with at least 2 years' post-qualification experience Sound business knowledge and commercial awareness Good understanding of planning cycles, reporting, and accounting standards Proficient in using financial systems to support FP&A activities Proven experience in financial planning & analysis , continuous improvement and governance & compliance Excel and data modelling skills, with the ability to interpret and present complex information clearly The Financial Planning & Analysis Business Performance team: As a Business Performance Lead within our central Financial Planning and Analysis Business Performance team, you will play a key role in driving forward-looking insights that enhance future business performance. You'll work collaboratively with Programmes, Leadership , Capability Centres, Sector, and Group teams to deliver analytical support and actionable insights that inform strategic decisions . In addition, you'll contribute to the continuous improvement of the Financial Planning and Analysis capability centre, helping to shape and strengthen our overall financial performance and decision -making processes. We offer relocation support packages across all Submarines roles, subject to meeting eligibility criteria. Why BAE Systems? Here you'll build a career with purpose and limitless possibilities. With lifelong learning and meaningful work - this is a place where you can grow your career with confidence and be empowered to be your best. You'll be recognised for your contribution and enjoy rewards tailored to what's most important to you and your family - support for your financial and personal wellbeing, as well as a balanced lifestyle. In an environment embracing sustainable ways of working and with a strong sense of shared purpose, our supportive culture is a place you can feel you belong and proud of the difference you make. A place where everyone can thrive. We're committed to building an inclusive workplace where everyone feels valued and supported. We know that a diversity of backgrounds, perspectives and experiences strengthens our teams and is vital to the work we do. We welcome applications from all candidates and give full, fair and open consideration to everyone. If you require any reasonable adjustments during the recruitment process, please contact our recruitment team to discuss any further support you may need. Connect with us at Please be aware that many roles at BAE Systems are subject to both security and export control restrictions. These restrictions mean that factors such as your nationality, any nationalities you may have previously held, and your place of birth can restrict the roles you are eligible to perform within the organisation. All applicants must as a minimum achieve Baseline Personnel Security Standard. Many roles also require higher levels of National Security Vetting where applicants must typically have 5 to 10 years of continuous residency in the UK depending on the vetting level required for the role , to allow for meaningful security vetting checks. Closing Date : 10th April 2026 We reserve the right to close this vacancy early if we receive sufficient applications for the role . Therefore, if you are interested, please submit your application as early as possible.
Job Title: Business Performance Finance Analyst Location: Barrow-in-Furness, Hybrid, 2 days on site weekly We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role Salary: £50,000 plus depending on skills and experience Who we are: Join BAE Systems and you'll be part of something bigger. As a valued member of our global colleague network, you'll bring your unique skills and perspectives to help pioneer progress and protect what matters most. You'll be trusted to play your part in delivering the advanced, technology-led defence, aerospace and security solutions of tomorrow - shaping a safer future, for all of us. From the depths of the ocean, to the far reaches of space - there's no limit to where a career at BAE Systems could take you. Role description: In this role, you will be part of the Submarines FP&A Business Performance team, taking ownership of key Financial Planning and Analysis processes across the business. You will play a central role in planning cycles, including forecasts, budgets and IBP submissions, as well as delivering monthly management reporting, analysing variances, and identifying risks and opportunities. Core duties: Working in the Submarines Financial Planning and Analysis Business Performance team Take ownership of key Financial Planning & Analysis (FP&A) processes within the Submarines business, including planning cycles (forecast, budget, and IBP submissions), monthly management reporting (reporting packs, variance analysis , risks and opportunities), quarterly business reviews and cash flow forecasting Contribute to the delivery of key outputs and processes, ensuring deliverables to Programmes, Leadership , Sector, Group and other stakeholders are high quality, accurate and made in line with expected timescales Operate and enhance financial systems and processes in a dynamic and evolving environment Ensure financial reporting, governance, and controls are robust and compliant with the Group and local requirements Support continuous improvement and transformation initiatives within the FP&A capability centre, contributing to the implementation of the Finance Strategy and the One Finance Operating Model Essential skills: Fully qualified accountant (e.g. ACA, ACCA, CIMA) with at least 2 years' post-qualification experience Sound business knowledge and commercial awareness Good understanding of planning cycles, reporting, and accounting standards Proficient in using financial systems to support FP&A activities Proven experience in financial planning & analysis , continuous improvement and governance & compliance Excel and data modelling skills, with the ability to interpret and present complex information clearly The Financial Planning & Analysis Business Performance team: As a Business Performance Lead within our central Financial Planning and Analysis Business Performance team, you will play a key role in driving forward-looking insights that enhance future business performance. You'll work collaboratively with Programmes, Leadership , Capability Centres, Sector, and Group teams to deliver analytical support and actionable insights that inform strategic decisions . In addition, you'll contribute to the continuous improvement of the Financial Planning and Analysis capability centre, helping to shape and strengthen our overall financial performance and decision -making processes. We offer relocation support packages across all Submarines roles, subject to meeting eligibility criteria. Why BAE Systems? Here you'll build a career with purpose and limitless possibilities. With lifelong learning and meaningful work - this is a place where you can grow your career with confidence and be empowered to be your best. You'll be recognised for your contribution and enjoy rewards tailored to what's most important to you and your family - support for your financial and personal wellbeing, as well as a balanced lifestyle. In an environment embracing sustainable ways of working and with a strong sense of shared purpose, our supportive culture is a place you can feel you belong and proud of the difference you make. A place where everyone can thrive. We're committed to building an inclusive workplace where everyone feels valued and supported. We know that a diversity of backgrounds, perspectives and experiences strengthens our teams and is vital to the work we do. We welcome applications from all candidates and give full, fair and open consideration to everyone. If you require any reasonable adjustments during the recruitment process, please contact our recruitment team to discuss any further support you may need. Connect with us at Please be aware that many roles at BAE Systems are subject to both security and export control restrictions. These restrictions mean that factors such as your nationality, any nationalities you may have previously held, and your place of birth can restrict the roles you are eligible to perform within the organisation. All applicants must as a minimum achieve Baseline Personnel Security Standard. Many roles also require higher levels of National Security Vetting where applicants must typically have 5 to 10 years of continuous residency in the UK depending on the vetting level required for the role , to allow for meaningful security vetting checks. Closing Date : 10th April 2026 We reserve the right to close this vacancy early if we receive sufficient applications for the role . Therefore, if you are interested, please submit your application as early as possible.
Mar 27, 2026
Full time
Job Title: Business Performance Finance Analyst Location: Barrow-in-Furness, Hybrid, 2 days on site weekly We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role Salary: £50,000 plus depending on skills and experience Who we are: Join BAE Systems and you'll be part of something bigger. As a valued member of our global colleague network, you'll bring your unique skills and perspectives to help pioneer progress and protect what matters most. You'll be trusted to play your part in delivering the advanced, technology-led defence, aerospace and security solutions of tomorrow - shaping a safer future, for all of us. From the depths of the ocean, to the far reaches of space - there's no limit to where a career at BAE Systems could take you. Role description: In this role, you will be part of the Submarines FP&A Business Performance team, taking ownership of key Financial Planning and Analysis processes across the business. You will play a central role in planning cycles, including forecasts, budgets and IBP submissions, as well as delivering monthly management reporting, analysing variances, and identifying risks and opportunities. Core duties: Working in the Submarines Financial Planning and Analysis Business Performance team Take ownership of key Financial Planning & Analysis (FP&A) processes within the Submarines business, including planning cycles (forecast, budget, and IBP submissions), monthly management reporting (reporting packs, variance analysis , risks and opportunities), quarterly business reviews and cash flow forecasting Contribute to the delivery of key outputs and processes, ensuring deliverables to Programmes, Leadership , Sector, Group and other stakeholders are high quality, accurate and made in line with expected timescales Operate and enhance financial systems and processes in a dynamic and evolving environment Ensure financial reporting, governance, and controls are robust and compliant with the Group and local requirements Support continuous improvement and transformation initiatives within the FP&A capability centre, contributing to the implementation of the Finance Strategy and the One Finance Operating Model Essential skills: Fully qualified accountant (e.g. ACA, ACCA, CIMA) with at least 2 years' post-qualification experience Sound business knowledge and commercial awareness Good understanding of planning cycles, reporting, and accounting standards Proficient in using financial systems to support FP&A activities Proven experience in financial planning & analysis , continuous improvement and governance & compliance Excel and data modelling skills, with the ability to interpret and present complex information clearly The Financial Planning & Analysis Business Performance team: As a Business Performance Lead within our central Financial Planning and Analysis Business Performance team, you will play a key role in driving forward-looking insights that enhance future business performance. You'll work collaboratively with Programmes, Leadership , Capability Centres, Sector, and Group teams to deliver analytical support and actionable insights that inform strategic decisions . In addition, you'll contribute to the continuous improvement of the Financial Planning and Analysis capability centre, helping to shape and strengthen our overall financial performance and decision -making processes. We offer relocation support packages across all Submarines roles, subject to meeting eligibility criteria. Why BAE Systems? Here you'll build a career with purpose and limitless possibilities. With lifelong learning and meaningful work - this is a place where you can grow your career with confidence and be empowered to be your best. You'll be recognised for your contribution and enjoy rewards tailored to what's most important to you and your family - support for your financial and personal wellbeing, as well as a balanced lifestyle. In an environment embracing sustainable ways of working and with a strong sense of shared purpose, our supportive culture is a place you can feel you belong and proud of the difference you make. A place where everyone can thrive. We're committed to building an inclusive workplace where everyone feels valued and supported. We know that a diversity of backgrounds, perspectives and experiences strengthens our teams and is vital to the work we do. We welcome applications from all candidates and give full, fair and open consideration to everyone. If you require any reasonable adjustments during the recruitment process, please contact our recruitment team to discuss any further support you may need. Connect with us at Please be aware that many roles at BAE Systems are subject to both security and export control restrictions. These restrictions mean that factors such as your nationality, any nationalities you may have previously held, and your place of birth can restrict the roles you are eligible to perform within the organisation. All applicants must as a minimum achieve Baseline Personnel Security Standard. Many roles also require higher levels of National Security Vetting where applicants must typically have 5 to 10 years of continuous residency in the UK depending on the vetting level required for the role , to allow for meaningful security vetting checks. Closing Date : 10th April 2026 We reserve the right to close this vacancy early if we receive sufficient applications for the role . Therefore, if you are interested, please submit your application as early as possible.
Job Title: Business Performance Finance Analyst Location: Barrow-in-Furness, Hybrid, 2 days on site weekly We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role Salary: £50,000 plus depending on skills and experience Who we are: Join BAE Systems and you'll be part of something bigger. As a valued member of our global colleague network, you'll bring your unique skills and perspectives to help pioneer progress and protect what matters most. You'll be trusted to play your part in delivering the advanced, technology-led defence, aerospace and security solutions of tomorrow - shaping a safer future, for all of us. From the depths of the ocean, to the far reaches of space - there's no limit to where a career at BAE Systems could take you. Role description: In this role, you will be part of the Submarines FP&A Business Performance team, taking ownership of key Financial Planning and Analysis processes across the business. You will play a central role in planning cycles, including forecasts, budgets and IBP submissions, as well as delivering monthly management reporting, analysing variances, and identifying risks and opportunities. Core duties: Working in the Submarines Financial Planning and Analysis Business Performance team Take ownership of key Financial Planning & Analysis (FP&A) processes within the Submarines business, including planning cycles (forecast, budget, and IBP submissions), monthly management reporting (reporting packs, variance analysis , risks and opportunities), quarterly business reviews and cash flow forecasting Contribute to the delivery of key outputs and processes, ensuring deliverables to Programmes, Leadership , Sector, Group and other stakeholders are high quality, accurate and made in line with expected timescales Operate and enhance financial systems and processes in a dynamic and evolving environment Ensure financial reporting, governance, and controls are robust and compliant with the Group and local requirements Support continuous improvement and transformation initiatives within the FP&A capability centre, contributing to the implementation of the Finance Strategy and the One Finance Operating Model Essential skills: Fully qualified accountant (e.g. ACA, ACCA, CIMA) with at least 2 years' post-qualification experience Sound business knowledge and commercial awareness Good understanding of planning cycles, reporting, and accounting standards Proficient in using financial systems to support FP&A activities Proven experience in financial planning & analysis , continuous improvement and governance & compliance Excel and data modelling skills, with the ability to interpret and present complex information clearly The Financial Planning & Analysis Business Performance team: As a Business Performance Lead within our central Financial Planning and Analysis Business Performance team, you will play a key role in driving forward-looking insights that enhance future business performance. You'll work collaboratively with Programmes, Leadership , Capability Centres, Sector, and Group teams to deliver analytical support and actionable insights that inform strategic decisions . In addition, you'll contribute to the continuous improvement of the Financial Planning and Analysis capability centre, helping to shape and strengthen our overall financial performance and decision -making processes. We offer relocation support packages across all Submarines roles, subject to meeting eligibility criteria. Why BAE Systems? Here you'll build a career with purpose and limitless possibilities. With lifelong learning and meaningful work - this is a place where you can grow your career with confidence and be empowered to be your best. You'll be recognised for your contribution and enjoy rewards tailored to what's most important to you and your family - support for your financial and personal wellbeing, as well as a balanced lifestyle. In an environment embracing sustainable ways of working and with a strong sense of shared purpose, our supportive culture is a place you can feel you belong and proud of the difference you make. A place where everyone can thrive. We're committed to building an inclusive workplace where everyone feels valued and supported. We know that a diversity of backgrounds, perspectives and experiences strengthens our teams and is vital to the work we do. We welcome applications from all candidates and give full, fair and open consideration to everyone. If you require any reasonable adjustments during the recruitment process, please contact our recruitment team to discuss any further support you may need. Connect with us at Please be aware that many roles at BAE Systems are subject to both security and export control restrictions. These restrictions mean that factors such as your nationality, any nationalities you may have previously held, and your place of birth can restrict the roles you are eligible to perform within the organisation. All applicants must as a minimum achieve Baseline Personnel Security Standard. Many roles also require higher levels of National Security Vetting where applicants must typically have 5 to 10 years of continuous residency in the UK depending on the vetting level required for the role , to allow for meaningful security vetting checks. Closing Date : 10th April 2026 We reserve the right to close this vacancy early if we receive sufficient applications for the role . Therefore, if you are interested, please submit your application as early as possible.
Mar 27, 2026
Full time
Job Title: Business Performance Finance Analyst Location: Barrow-in-Furness, Hybrid, 2 days on site weekly We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role Salary: £50,000 plus depending on skills and experience Who we are: Join BAE Systems and you'll be part of something bigger. As a valued member of our global colleague network, you'll bring your unique skills and perspectives to help pioneer progress and protect what matters most. You'll be trusted to play your part in delivering the advanced, technology-led defence, aerospace and security solutions of tomorrow - shaping a safer future, for all of us. From the depths of the ocean, to the far reaches of space - there's no limit to where a career at BAE Systems could take you. Role description: In this role, you will be part of the Submarines FP&A Business Performance team, taking ownership of key Financial Planning and Analysis processes across the business. You will play a central role in planning cycles, including forecasts, budgets and IBP submissions, as well as delivering monthly management reporting, analysing variances, and identifying risks and opportunities. Core duties: Working in the Submarines Financial Planning and Analysis Business Performance team Take ownership of key Financial Planning & Analysis (FP&A) processes within the Submarines business, including planning cycles (forecast, budget, and IBP submissions), monthly management reporting (reporting packs, variance analysis , risks and opportunities), quarterly business reviews and cash flow forecasting Contribute to the delivery of key outputs and processes, ensuring deliverables to Programmes, Leadership , Sector, Group and other stakeholders are high quality, accurate and made in line with expected timescales Operate and enhance financial systems and processes in a dynamic and evolving environment Ensure financial reporting, governance, and controls are robust and compliant with the Group and local requirements Support continuous improvement and transformation initiatives within the FP&A capability centre, contributing to the implementation of the Finance Strategy and the One Finance Operating Model Essential skills: Fully qualified accountant (e.g. ACA, ACCA, CIMA) with at least 2 years' post-qualification experience Sound business knowledge and commercial awareness Good understanding of planning cycles, reporting, and accounting standards Proficient in using financial systems to support FP&A activities Proven experience in financial planning & analysis , continuous improvement and governance & compliance Excel and data modelling skills, with the ability to interpret and present complex information clearly The Financial Planning & Analysis Business Performance team: As a Business Performance Lead within our central Financial Planning and Analysis Business Performance team, you will play a key role in driving forward-looking insights that enhance future business performance. You'll work collaboratively with Programmes, Leadership , Capability Centres, Sector, and Group teams to deliver analytical support and actionable insights that inform strategic decisions . In addition, you'll contribute to the continuous improvement of the Financial Planning and Analysis capability centre, helping to shape and strengthen our overall financial performance and decision -making processes. We offer relocation support packages across all Submarines roles, subject to meeting eligibility criteria. Why BAE Systems? Here you'll build a career with purpose and limitless possibilities. With lifelong learning and meaningful work - this is a place where you can grow your career with confidence and be empowered to be your best. You'll be recognised for your contribution and enjoy rewards tailored to what's most important to you and your family - support for your financial and personal wellbeing, as well as a balanced lifestyle. In an environment embracing sustainable ways of working and with a strong sense of shared purpose, our supportive culture is a place you can feel you belong and proud of the difference you make. A place where everyone can thrive. We're committed to building an inclusive workplace where everyone feels valued and supported. We know that a diversity of backgrounds, perspectives and experiences strengthens our teams and is vital to the work we do. We welcome applications from all candidates and give full, fair and open consideration to everyone. If you require any reasonable adjustments during the recruitment process, please contact our recruitment team to discuss any further support you may need. Connect with us at Please be aware that many roles at BAE Systems are subject to both security and export control restrictions. These restrictions mean that factors such as your nationality, any nationalities you may have previously held, and your place of birth can restrict the roles you are eligible to perform within the organisation. All applicants must as a minimum achieve Baseline Personnel Security Standard. Many roles also require higher levels of National Security Vetting where applicants must typically have 5 to 10 years of continuous residency in the UK depending on the vetting level required for the role , to allow for meaningful security vetting checks. Closing Date : 10th April 2026 We reserve the right to close this vacancy early if we receive sufficient applications for the role . Therefore, if you are interested, please submit your application as early as possible.
Investment PR Specialist Location: LondonContract: PermanentWork Setup: Hybrid - 3 days on site Who We Are Vanguard is one of the world's leading investment firms, dedicated to helping clients achieve lasting financial success. Established in 1975, its unique ownership structure-where funds own the company and investors own the funds-ensures all efforts are focused on client outcomes. Known for integrity, innovation, and low-cost investing, fosters an inclusive and collaborative culture that empowers employees to make a meaningful impact globally. What you'll do Build and manage relationships with UK investment, financial, and economic media, including broadcasters. Work closely with portfolio managers, strategists, and economists to communicate Vanguard's investment expertise and market insights. Produce press releases, media commentary, talking points, and other internal and external communications materials. Support PR activity across European markets through PR planning, reporting, stakeholder coordination, and presentation materials. Lead communications projects from strategy through execution, ensuring alignment with communications objectives and performance metrics. Collaborate with marketing, corporate communications, social media, and investment teams to deliver consistent messaging and support broader initiatives. What you bring At least 7 years of experience in corporate communications or PR within the asset management or investment management industry. Strong knowledge of investment management and experience working with senior managers and investment professionals. Proven ability to advise senior stakeholders on communications strategy and messaging. Excellent understanding of the UK media landscape, with established relationships across financial and investment press. Experience covering corporate events outside standard business hours when required. Ability to produce high-quality written communications quickly while managing multiple priorities. What's Next? If you are ready to take the next step, apply now. Successful applicants will be contacted directly by a recruiter to discuss the role more. We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at to discuss how we can support you. This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.
Mar 27, 2026
Full time
Investment PR Specialist Location: LondonContract: PermanentWork Setup: Hybrid - 3 days on site Who We Are Vanguard is one of the world's leading investment firms, dedicated to helping clients achieve lasting financial success. Established in 1975, its unique ownership structure-where funds own the company and investors own the funds-ensures all efforts are focused on client outcomes. Known for integrity, innovation, and low-cost investing, fosters an inclusive and collaborative culture that empowers employees to make a meaningful impact globally. What you'll do Build and manage relationships with UK investment, financial, and economic media, including broadcasters. Work closely with portfolio managers, strategists, and economists to communicate Vanguard's investment expertise and market insights. Produce press releases, media commentary, talking points, and other internal and external communications materials. Support PR activity across European markets through PR planning, reporting, stakeholder coordination, and presentation materials. Lead communications projects from strategy through execution, ensuring alignment with communications objectives and performance metrics. Collaborate with marketing, corporate communications, social media, and investment teams to deliver consistent messaging and support broader initiatives. What you bring At least 7 years of experience in corporate communications or PR within the asset management or investment management industry. Strong knowledge of investment management and experience working with senior managers and investment professionals. Proven ability to advise senior stakeholders on communications strategy and messaging. Excellent understanding of the UK media landscape, with established relationships across financial and investment press. Experience covering corporate events outside standard business hours when required. Ability to produce high-quality written communications quickly while managing multiple priorities. What's Next? If you are ready to take the next step, apply now. Successful applicants will be contacted directly by a recruiter to discuss the role more. We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at to discuss how we can support you. This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.
Paraplanner up to £45,000 Hybrid Manchester Are you a detail-oriented Paraplanner looking to join a forward-thinking and supportive financial planning business? This is an exciting opportunity to become part of a firm that truly values quality advice, collaboration, and career development. The Role As a Paraplanner , you'll work closely with advisers to deliver high-quality, compliant financial advice and play a key part in helping clients achieve their financial goals. You'll be responsible for conducting in-depth product research, preparing financial plans, and producing clear, accurate suitability reports, all while contributing to a positive, professional team environment. Key Responsibilities Conduct detailed research on financial products, including pensions, investments, insurance, and tax strategies. Analyse client portfolios and identify opportunities for improvement or growth. Prepare tailored financial plans and recommendations in line with client objectives. Draft high-quality suitability reports and investment proposals. Ensure all work meets FCA compliance standards. Attend client meetings when required to assist with fact-finding and risk profiling. Provide clients with regular updates and reviews of their portfolios. About You Diploma in Regulated Financial Planning (Level 4) or working towards completion. Previous experience in a Paraplanning or Financial Planning Support role. Strong knowledge of financial products and services. Excellent attention to detail and communication skills. Confident working both independently and as part of a team. Proficient in financial planning software and Microsoft Office. What's on Offer Full study support towards further qualifications. A supportive, collaborative working culture. Flexible and hybrid working arrangements. Excellent benefits package, including pension and holidays.
Mar 27, 2026
Full time
Paraplanner up to £45,000 Hybrid Manchester Are you a detail-oriented Paraplanner looking to join a forward-thinking and supportive financial planning business? This is an exciting opportunity to become part of a firm that truly values quality advice, collaboration, and career development. The Role As a Paraplanner , you'll work closely with advisers to deliver high-quality, compliant financial advice and play a key part in helping clients achieve their financial goals. You'll be responsible for conducting in-depth product research, preparing financial plans, and producing clear, accurate suitability reports, all while contributing to a positive, professional team environment. Key Responsibilities Conduct detailed research on financial products, including pensions, investments, insurance, and tax strategies. Analyse client portfolios and identify opportunities for improvement or growth. Prepare tailored financial plans and recommendations in line with client objectives. Draft high-quality suitability reports and investment proposals. Ensure all work meets FCA compliance standards. Attend client meetings when required to assist with fact-finding and risk profiling. Provide clients with regular updates and reviews of their portfolios. About You Diploma in Regulated Financial Planning (Level 4) or working towards completion. Previous experience in a Paraplanning or Financial Planning Support role. Strong knowledge of financial products and services. Excellent attention to detail and communication skills. Confident working both independently and as part of a team. Proficient in financial planning software and Microsoft Office. What's on Offer Full study support towards further qualifications. A supportive, collaborative working culture. Flexible and hybrid working arrangements. Excellent benefits package, including pension and holidays.
Job Title: Business Performance Finance Analyst Location: Barrow-in-Furness, Hybrid, 2 days on site weekly We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role Salary: £50,000 plus depending on skills and experience Who we are: Join BAE Systems and you'll be part of something bigger. As a valued member of our global colleague network, you'll bring your unique skills and perspectives to help pioneer progress and protect what matters most. You'll be trusted to play your part in delivering the advanced, technology-led defence, aerospace and security solutions of tomorrow - shaping a safer future, for all of us. From the depths of the ocean, to the far reaches of space - there's no limit to where a career at BAE Systems could take you. Role description: In this role, you will be part of the Submarines FP&A Business Performance team, taking ownership of key Financial Planning and Analysis processes across the business. You will play a central role in planning cycles, including forecasts, budgets and IBP submissions, as well as delivering monthly management reporting, analysing variances, and identifying risks and opportunities. Core duties: Working in the Submarines Financial Planning and Analysis Business Performance team Take ownership of key Financial Planning & Analysis (FP&A) processes within the Submarines business, including planning cycles (forecast, budget, and IBP submissions), monthly management reporting (reporting packs, variance analysis , risks and opportunities), quarterly business reviews and cash flow forecasting Contribute to the delivery of key outputs and processes, ensuring deliverables to Programmes, Leadership , Sector, Group and other stakeholders are high quality, accurate and made in line with expected timescales Operate and enhance financial systems and processes in a dynamic and evolving environment Ensure financial reporting, governance, and controls are robust and compliant with the Group and local requirements Support continuous improvement and transformation initiatives within the FP&A capability centre, contributing to the implementation of the Finance Strategy and the One Finance Operating Model Essential skills: Fully qualified accountant (e.g. ACA, ACCA, CIMA) with at least 2 years' post-qualification experience Sound business knowledge and commercial awareness Good understanding of planning cycles, reporting, and accounting standards Proficient in using financial systems to support FP&A activities Proven experience in financial planning & analysis , continuous improvement and governance & compliance Excel and data modelling skills, with the ability to interpret and present complex information clearly The Financial Planning & Analysis Business Performance team: As a Business Performance Lead within our central Financial Planning and Analysis Business Performance team, you will play a key role in driving forward-looking insights that enhance future business performance. You'll work collaboratively with Programmes, Leadership , Capability Centres, Sector, and Group teams to deliver analytical support and actionable insights that inform strategic decisions . In addition, you'll contribute to the continuous improvement of the Financial Planning and Analysis capability centre, helping to shape and strengthen our overall financial performance and decision -making processes. We offer relocation support packages across all Submarines roles, subject to meeting eligibility criteria. Why BAE Systems? Here you'll build a career with purpose and limitless possibilities. With lifelong learning and meaningful work - this is a place where you can grow your career with confidence and be empowered to be your best. You'll be recognised for your contribution and enjoy rewards tailored to what's most important to you and your family - support for your financial and personal wellbeing, as well as a balanced lifestyle. In an environment embracing sustainable ways of working and with a strong sense of shared purpose, our supportive culture is a place you can feel you belong and proud of the difference you make. A place where everyone can thrive. We're committed to building an inclusive workplace where everyone feels valued and supported. We know that a diversity of backgrounds, perspectives and experiences strengthens our teams and is vital to the work we do. We welcome applications from all candidates and give full, fair and open consideration to everyone. If you require any reasonable adjustments during the recruitment process, please contact our recruitment team to discuss any further support you may need. Connect with us at Please be aware that many roles at BAE Systems are subject to both security and export control restrictions. These restrictions mean that factors such as your nationality, any nationalities you may have previously held, and your place of birth can restrict the roles you are eligible to perform within the organisation. All applicants must as a minimum achieve Baseline Personnel Security Standard. Many roles also require higher levels of National Security Vetting where applicants must typically have 5 to 10 years of continuous residency in the UK depending on the vetting level required for the role , to allow for meaningful security vetting checks. Closing Date : 10th April 2026 We reserve the right to close this vacancy early if we receive sufficient applications for the role . Therefore, if you are interested, please submit your application as early as possible.
Mar 27, 2026
Full time
Job Title: Business Performance Finance Analyst Location: Barrow-in-Furness, Hybrid, 2 days on site weekly We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role Salary: £50,000 plus depending on skills and experience Who we are: Join BAE Systems and you'll be part of something bigger. As a valued member of our global colleague network, you'll bring your unique skills and perspectives to help pioneer progress and protect what matters most. You'll be trusted to play your part in delivering the advanced, technology-led defence, aerospace and security solutions of tomorrow - shaping a safer future, for all of us. From the depths of the ocean, to the far reaches of space - there's no limit to where a career at BAE Systems could take you. Role description: In this role, you will be part of the Submarines FP&A Business Performance team, taking ownership of key Financial Planning and Analysis processes across the business. You will play a central role in planning cycles, including forecasts, budgets and IBP submissions, as well as delivering monthly management reporting, analysing variances, and identifying risks and opportunities. Core duties: Working in the Submarines Financial Planning and Analysis Business Performance team Take ownership of key Financial Planning & Analysis (FP&A) processes within the Submarines business, including planning cycles (forecast, budget, and IBP submissions), monthly management reporting (reporting packs, variance analysis , risks and opportunities), quarterly business reviews and cash flow forecasting Contribute to the delivery of key outputs and processes, ensuring deliverables to Programmes, Leadership , Sector, Group and other stakeholders are high quality, accurate and made in line with expected timescales Operate and enhance financial systems and processes in a dynamic and evolving environment Ensure financial reporting, governance, and controls are robust and compliant with the Group and local requirements Support continuous improvement and transformation initiatives within the FP&A capability centre, contributing to the implementation of the Finance Strategy and the One Finance Operating Model Essential skills: Fully qualified accountant (e.g. ACA, ACCA, CIMA) with at least 2 years' post-qualification experience Sound business knowledge and commercial awareness Good understanding of planning cycles, reporting, and accounting standards Proficient in using financial systems to support FP&A activities Proven experience in financial planning & analysis , continuous improvement and governance & compliance Excel and data modelling skills, with the ability to interpret and present complex information clearly The Financial Planning & Analysis Business Performance team: As a Business Performance Lead within our central Financial Planning and Analysis Business Performance team, you will play a key role in driving forward-looking insights that enhance future business performance. You'll work collaboratively with Programmes, Leadership , Capability Centres, Sector, and Group teams to deliver analytical support and actionable insights that inform strategic decisions . In addition, you'll contribute to the continuous improvement of the Financial Planning and Analysis capability centre, helping to shape and strengthen our overall financial performance and decision -making processes. We offer relocation support packages across all Submarines roles, subject to meeting eligibility criteria. Why BAE Systems? Here you'll build a career with purpose and limitless possibilities. With lifelong learning and meaningful work - this is a place where you can grow your career with confidence and be empowered to be your best. You'll be recognised for your contribution and enjoy rewards tailored to what's most important to you and your family - support for your financial and personal wellbeing, as well as a balanced lifestyle. In an environment embracing sustainable ways of working and with a strong sense of shared purpose, our supportive culture is a place you can feel you belong and proud of the difference you make. A place where everyone can thrive. We're committed to building an inclusive workplace where everyone feels valued and supported. We know that a diversity of backgrounds, perspectives and experiences strengthens our teams and is vital to the work we do. We welcome applications from all candidates and give full, fair and open consideration to everyone. If you require any reasonable adjustments during the recruitment process, please contact our recruitment team to discuss any further support you may need. Connect with us at Please be aware that many roles at BAE Systems are subject to both security and export control restrictions. These restrictions mean that factors such as your nationality, any nationalities you may have previously held, and your place of birth can restrict the roles you are eligible to perform within the organisation. All applicants must as a minimum achieve Baseline Personnel Security Standard. Many roles also require higher levels of National Security Vetting where applicants must typically have 5 to 10 years of continuous residency in the UK depending on the vetting level required for the role , to allow for meaningful security vetting checks. Closing Date : 10th April 2026 We reserve the right to close this vacancy early if we receive sufficient applications for the role . Therefore, if you are interested, please submit your application as early as possible.
Trainee Financial Adviser - Sheffield ALL CLIENTS PROVIDED Servicing role, perfect first advice role Full training given and support to gain sign off with CAS Retention and business quality-related bonuses Support to gain chartered status Tempest Jones Consulting is thrilled to be working with a growing practice of Financial Planners in Sheffield as they embark on their search for an additional Financial Adviser. This business specialises in the provision of holistic financial planning covering retirement, savings and investments, protection and tax/estate planning, to individuals and owner managed businesses. This is an exciting opportunity to join an accomplished business during a period of significant growth. This is a Servicing role so would suit an experienced Financial Adviser or a Trainee Financial Adviser such as a Paraplanner looking to take on their first advice role. Trainee Financial Adviser - what will the role entail? We are seeking a Trainee Financial Adviser to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection on an ongoing basis. You will conduct a mixture of face to face, virtual and telephone appointments with clients throughout Yorkshire. Following meetings, you will have the support from a highly skilled administration team to free up your time to service your clients. This company offers full training to an experienced financial services professional such as a paraplanner with the level 4 Diploma, looking to take their first step into a client facing advising role. You will be given all the support you require to gain competent adviser status. Trainee Financial Adviser Essential criteria Level 4 Diploma in Regulated Financial Planning. Proven experience in a financial planning related role such as Paraplanning, or experience as a servicing financial adviser, banking adviser or financial planning BDM. Strong communication skills and confidence in both face-to-face and telephone interactions. Ability to build trusted relationships with clients in a professional and engaging way. A warm and empathetic manner when speaking to clients. Competence completing accurate bespoke advice reports. Strong record of compliance and business quality in previous roles. Trainee Financial Adviser application process Please send your CV to . com for further information or a confidential chat.
Mar 27, 2026
Full time
Trainee Financial Adviser - Sheffield ALL CLIENTS PROVIDED Servicing role, perfect first advice role Full training given and support to gain sign off with CAS Retention and business quality-related bonuses Support to gain chartered status Tempest Jones Consulting is thrilled to be working with a growing practice of Financial Planners in Sheffield as they embark on their search for an additional Financial Adviser. This business specialises in the provision of holistic financial planning covering retirement, savings and investments, protection and tax/estate planning, to individuals and owner managed businesses. This is an exciting opportunity to join an accomplished business during a period of significant growth. This is a Servicing role so would suit an experienced Financial Adviser or a Trainee Financial Adviser such as a Paraplanner looking to take on their first advice role. Trainee Financial Adviser - what will the role entail? We are seeking a Trainee Financial Adviser to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection on an ongoing basis. You will conduct a mixture of face to face, virtual and telephone appointments with clients throughout Yorkshire. Following meetings, you will have the support from a highly skilled administration team to free up your time to service your clients. This company offers full training to an experienced financial services professional such as a paraplanner with the level 4 Diploma, looking to take their first step into a client facing advising role. You will be given all the support you require to gain competent adviser status. Trainee Financial Adviser Essential criteria Level 4 Diploma in Regulated Financial Planning. Proven experience in a financial planning related role such as Paraplanning, or experience as a servicing financial adviser, banking adviser or financial planning BDM. Strong communication skills and confidence in both face-to-face and telephone interactions. Ability to build trusted relationships with clients in a professional and engaging way. A warm and empathetic manner when speaking to clients. Competence completing accurate bespoke advice reports. Strong record of compliance and business quality in previous roles. Trainee Financial Adviser application process Please send your CV to . com for further information or a confidential chat.
Commercial Finance Manager (4 days per week) Luxury Manufacturing Business St Albans Harmonic are proud to be partnering with a reputable family-owned design and manufacturing business in their search for a Part Time (4 days p/w) Commercial Finance Manager. The business is entering an exciting period of growth, looking for a "right hand" to the CEO and someone to be the voice of finance for the wider business. The Client Our client are a £4m t/o, 25 headcount British design and manufacturing business with a rich history and strong industry niche. After a period of consolidation, they are entering an exciting stage of growth with several exciting projects in the pipeline. As they grow in revenue and expand their operations, sales, and project management teams, they're looking for a finance leader to partner with the senior leadership team and be the voice of finance as they scale. The business has been operating both in the UK and internationally, dedicated to sustainability and longevity in their products. They're known for their high-quality designs and hold a strong reputation in the premium and luxury space. They are a tight-knit team who value in-office presence and collaborative work, with a strong appetite for their next finance leader to introduce change and growth-led initiatives. The Role This is a commercially engaged Finance Manager position where you will move between financial stewardship and strategic thinking. Some days you will be the steady hand, ensuring control, compliance, and discipline. Other days you will be deep in margin, pricing, cash, and commercial performance, helping leadership make smarter, more confident decisions. You will work closely with the CEO and senior team, bringing clarity to performance, insight to commercial decisions, and structure to growth, while remaining connected to the real workings of the business, from product to production to customer. Responsibilities Deliver product, job, and margin insight to support pricing and commercial decisions Bring financial visibility to sales performance, pipeline, and revenue conversion Own the financial control of the business including management accounts, reporting, and audit readiness Lead cashflow, working capital, and financial discipline across the organisation Maintain strong compliance across VAT, PAYE, payroll, and statutory reporting Support inventory, supplier, and cost management within a manufacturing environment Partner with leadership on scenario planning, forecasting, and growth strategy Continuously improve systems, controls, and financial processes Line manage a Bookkeeper who oversees the transactional finance function What our client needs to see (essential): ACCA or CIMA Qualified, QBE highly considered Experience in a product-led, manufacturing, or design environment Strong grounding in cashflow, financial control, and margin awareness Commercial instinct, comfortable discussing pricing, cost, and performance Clear communicator able to explain, influence, and challenge non-finance stakeholders What we would like to see (non-essential): Experience in a Founder-Led SME Experience in a sole finance role Location: St Albans / Hertfordshire Salary: £50,000 - £55,000 pro rata (£62k - £68k full-time equivalent) Start Date: Flexible At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation. Please feel free to share this with any friends or colleagues who may be interested. If the role looks like a brilliant fit, feel free to drop me a note on At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation.
Mar 27, 2026
Full time
Commercial Finance Manager (4 days per week) Luxury Manufacturing Business St Albans Harmonic are proud to be partnering with a reputable family-owned design and manufacturing business in their search for a Part Time (4 days p/w) Commercial Finance Manager. The business is entering an exciting period of growth, looking for a "right hand" to the CEO and someone to be the voice of finance for the wider business. The Client Our client are a £4m t/o, 25 headcount British design and manufacturing business with a rich history and strong industry niche. After a period of consolidation, they are entering an exciting stage of growth with several exciting projects in the pipeline. As they grow in revenue and expand their operations, sales, and project management teams, they're looking for a finance leader to partner with the senior leadership team and be the voice of finance as they scale. The business has been operating both in the UK and internationally, dedicated to sustainability and longevity in their products. They're known for their high-quality designs and hold a strong reputation in the premium and luxury space. They are a tight-knit team who value in-office presence and collaborative work, with a strong appetite for their next finance leader to introduce change and growth-led initiatives. The Role This is a commercially engaged Finance Manager position where you will move between financial stewardship and strategic thinking. Some days you will be the steady hand, ensuring control, compliance, and discipline. Other days you will be deep in margin, pricing, cash, and commercial performance, helping leadership make smarter, more confident decisions. You will work closely with the CEO and senior team, bringing clarity to performance, insight to commercial decisions, and structure to growth, while remaining connected to the real workings of the business, from product to production to customer. Responsibilities Deliver product, job, and margin insight to support pricing and commercial decisions Bring financial visibility to sales performance, pipeline, and revenue conversion Own the financial control of the business including management accounts, reporting, and audit readiness Lead cashflow, working capital, and financial discipline across the organisation Maintain strong compliance across VAT, PAYE, payroll, and statutory reporting Support inventory, supplier, and cost management within a manufacturing environment Partner with leadership on scenario planning, forecasting, and growth strategy Continuously improve systems, controls, and financial processes Line manage a Bookkeeper who oversees the transactional finance function What our client needs to see (essential): ACCA or CIMA Qualified, QBE highly considered Experience in a product-led, manufacturing, or design environment Strong grounding in cashflow, financial control, and margin awareness Commercial instinct, comfortable discussing pricing, cost, and performance Clear communicator able to explain, influence, and challenge non-finance stakeholders What we would like to see (non-essential): Experience in a Founder-Led SME Experience in a sole finance role Location: St Albans / Hertfordshire Salary: £50,000 - £55,000 pro rata (£62k - £68k full-time equivalent) Start Date: Flexible At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation. Please feel free to share this with any friends or colleagues who may be interested. If the role looks like a brilliant fit, feel free to drop me a note on At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation.
Independent Financial Adviser - York ALL CLIENTS PROVIDED Performance and quality-related bonuses Attractive benefits package Hybrid working Full study support to Chartered status High-quality new business leads Full paraplanning and administrative support Tempest Jones Consulting is delighted to be working with a thriving firm of Independent Financial Planners in York who specialise in the provision of holistic financial planning as they now embark on their search for an additional Financial Adviser. This is an exciting opportunity for a Financial Adviser to join an accomplished business during a period of significant growth. Financial Adviser - Core Accountabilities The successful candidate will inherit prolific clients, providing advice across whole of market investments, pensions, IHT and protection. You will conduct mainly face to face meetings with clients across York and surrounding area, building rapport offering exceptional listening and empathy along with a warm and supportive approach to the delivery of your advice. You will build relationships with an internal highly skilled administration and paraplanning team, who will assist you and enable you to focus on client meetings and relationship management, so you are not 'bogged down' with back office paper work. Financial Adviser - The offering This role offers attractive bonus potential and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status. Financial Adviser - Essential criteria Level 4 Diploma in Regulated Financial Planning. Some experience in financial planning, ideally as Independent Financial Adviser, however candidates are also welcomed to apply should they currently be in a restricted or tied role, or be relatively new to advice. Strong communication skills and confidence in both face-to-face and telephone interactions. Ability to build trusted relationships with clients in a professional and engaging way. A warm and empathetic manner when speaking to clients. Financial Adviser - To apply Please send your CV to . com for further information or a confidential chat.
Mar 27, 2026
Full time
Independent Financial Adviser - York ALL CLIENTS PROVIDED Performance and quality-related bonuses Attractive benefits package Hybrid working Full study support to Chartered status High-quality new business leads Full paraplanning and administrative support Tempest Jones Consulting is delighted to be working with a thriving firm of Independent Financial Planners in York who specialise in the provision of holistic financial planning as they now embark on their search for an additional Financial Adviser. This is an exciting opportunity for a Financial Adviser to join an accomplished business during a period of significant growth. Financial Adviser - Core Accountabilities The successful candidate will inherit prolific clients, providing advice across whole of market investments, pensions, IHT and protection. You will conduct mainly face to face meetings with clients across York and surrounding area, building rapport offering exceptional listening and empathy along with a warm and supportive approach to the delivery of your advice. You will build relationships with an internal highly skilled administration and paraplanning team, who will assist you and enable you to focus on client meetings and relationship management, so you are not 'bogged down' with back office paper work. Financial Adviser - The offering This role offers attractive bonus potential and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status. Financial Adviser - Essential criteria Level 4 Diploma in Regulated Financial Planning. Some experience in financial planning, ideally as Independent Financial Adviser, however candidates are also welcomed to apply should they currently be in a restricted or tied role, or be relatively new to advice. Strong communication skills and confidence in both face-to-face and telephone interactions. Ability to build trusted relationships with clients in a professional and engaging way. A warm and empathetic manner when speaking to clients. Financial Adviser - To apply Please send your CV to . com for further information or a confidential chat.
Paraplanner - Wealth Management (Hybrid) Location: Manchester UK - Hybrid (2-3 days in office / 2-3 days WFH) Salary: £40,000-£50,000 (Negotiable) Start Time: Flexible between 8:00-10:00am to avoid peak traffic We are partnered with a well-known and highly respected wealth management firm, seeking an experienced Paraplanner to join their dynamic team. This is a hybrid role offering a flexible working pattern and an opportunity to contribute to a high-performing, client-focused environment. What You'll Do: Prepare and review financial plans, reports, and recommendations for clients Support financial advisers with research, calculations, and paraplanning tasks Ensure compliance with regulatory and company standards Liaise with clients and other professionals as required Contribute to continuous process improvements within the team What We're Looking For: Minimum level 4 Diploma in Financial Planning (DipFA / equivalent) At least 3 years' paraplanning experience in a regulated environment Strong technical knowledge of investment, mortgages, pension, and retirement planning Excellent attention to detail and organisational skills Proactive, client-focused, and able to work both independently and as part of a team Why Join: Flexible start times to suit your lifestyle Hybrid working - balance office collaboration with home working Competitive salary with room for negotiation Work with a prestigious, well-established wealth management firm Apply Today to join a team that values expertise, flexibility, and professional growth.
Mar 27, 2026
Full time
Paraplanner - Wealth Management (Hybrid) Location: Manchester UK - Hybrid (2-3 days in office / 2-3 days WFH) Salary: £40,000-£50,000 (Negotiable) Start Time: Flexible between 8:00-10:00am to avoid peak traffic We are partnered with a well-known and highly respected wealth management firm, seeking an experienced Paraplanner to join their dynamic team. This is a hybrid role offering a flexible working pattern and an opportunity to contribute to a high-performing, client-focused environment. What You'll Do: Prepare and review financial plans, reports, and recommendations for clients Support financial advisers with research, calculations, and paraplanning tasks Ensure compliance with regulatory and company standards Liaise with clients and other professionals as required Contribute to continuous process improvements within the team What We're Looking For: Minimum level 4 Diploma in Financial Planning (DipFA / equivalent) At least 3 years' paraplanning experience in a regulated environment Strong technical knowledge of investment, mortgages, pension, and retirement planning Excellent attention to detail and organisational skills Proactive, client-focused, and able to work both independently and as part of a team Why Join: Flexible start times to suit your lifestyle Hybrid working - balance office collaboration with home working Competitive salary with room for negotiation Work with a prestigious, well-established wealth management firm Apply Today to join a team that values expertise, flexibility, and professional growth.
A rapidly growing financial advisory firm is seeking an experienced Paraplanner to join its expanding team. The business is enjoying double-digit growth and has already met its Q1 targets, operating in a fast-paced, dynamic environment that rewards proactive individuals. The firm manages approximately £300 million in assets for around 1,000 clients, ranging from smaller ISA investors to ultra-high-net-worth individuals. The client base is diverse, and the firm prides itself on providing comprehensive financial advice rather than cherry-picking clients. Salary range: £40,000 - £60,000 depending on experience and technical depth Clear progression to Junior Financial Planner with commission potential This role offers excellent scope for progression, with a clear pathway into a Trainee Adviser position within 6-12 months for the right individual. The Paraplanner will play a critical role in supporting the Managing Director with a busy client portfolio, ensuring the smooth and efficient delivery of advice. The successful candidate will be technically strong, commercially aware, and motivated to develop quickly within financial planning. Key Responsibilities Producing comprehensive reports for advisers Drafting complex suitability letters using established templates Attending client and adviser meetings to gather information for report writing Conducting technical research and summarising findings clearly and concisely Presenting pros and cons of different providers in a commercially focused manner Performing cashflow modelling using FE Managing daily workflows via Simplan Supporting general administration related to financial advice delivery Skills and Experience Required Experience as a Paraplanner Strong experience using FE for report writing and cashflow modelling Proven ability to draft complex suitability letters (including trusts, pension consolidation, tax-free withdrawals, IHT planning) Experience with whole-of-market research Ability to summarise complex technical information into concise, actionable bullet points
Mar 27, 2026
Full time
A rapidly growing financial advisory firm is seeking an experienced Paraplanner to join its expanding team. The business is enjoying double-digit growth and has already met its Q1 targets, operating in a fast-paced, dynamic environment that rewards proactive individuals. The firm manages approximately £300 million in assets for around 1,000 clients, ranging from smaller ISA investors to ultra-high-net-worth individuals. The client base is diverse, and the firm prides itself on providing comprehensive financial advice rather than cherry-picking clients. Salary range: £40,000 - £60,000 depending on experience and technical depth Clear progression to Junior Financial Planner with commission potential This role offers excellent scope for progression, with a clear pathway into a Trainee Adviser position within 6-12 months for the right individual. The Paraplanner will play a critical role in supporting the Managing Director with a busy client portfolio, ensuring the smooth and efficient delivery of advice. The successful candidate will be technically strong, commercially aware, and motivated to develop quickly within financial planning. Key Responsibilities Producing comprehensive reports for advisers Drafting complex suitability letters using established templates Attending client and adviser meetings to gather information for report writing Conducting technical research and summarising findings clearly and concisely Presenting pros and cons of different providers in a commercially focused manner Performing cashflow modelling using FE Managing daily workflows via Simplan Supporting general administration related to financial advice delivery Skills and Experience Required Experience as a Paraplanner Strong experience using FE for report writing and cashflow modelling Proven ability to draft complex suitability letters (including trusts, pension consolidation, tax-free withdrawals, IHT planning) Experience with whole-of-market research Ability to summarise complex technical information into concise, actionable bullet points
Financial Adviser - HNW Clients Whole of Market Culture-Led Firm This independent, values-driven wealth management firm specialises in acquiring IFA practices from retiring advisers to ensure continuity and care for clients. With over £500 million in assets under management, the business has built a strong reputation for ethical advice, long-term client relationships, and a supportive internal culture. Rather than focusing on aggressive marketing, this firm grows organically through referrals and trust, offering a collaborative team environment where integrity comes first. This is a rare opportunity for a Financial Adviser to take over a fully serviced book of 75-90 high-net-worth client households, many with portfolios exceeding £1M. The adviser will focus on building trust and delivering exceptional service, supported by a full paraplanning and administrative team. Salary up to £70,000 + Bonus & hybrid working model This role suits an experienced Independent Financial Adviser (IFA) who thrives in a culture-led, whole-of-market firm where client care is prioritised over sales targets. Responsibilities Seamlessly take over and manage a ready-made client book acquired through retirement-led business succession Deliver holistic financial planning and advice to high-net-worth clients across pensions, investments, tax planning, and estate strategies Build trusted, long-term relationships with clients by focusing on ethical, goals-based financial planning Collaborate with paraplanners, administrators, compliance teams, and external professionals such as solicitors and accountants Contribute to the team culture by working closely within a pod of advisers and support staff Key Highlights of the Opportunity Join a Whole of Market Wealth Management firm with access to unrestricted product choice Step into an existing book of 75-90 HNW client households-no cold calling or lead chasing Enjoy full back-office support, allowing more time for client-facing activity and strategic planning Deliver advice to clients with complex financial needs, typically with assets over £1M Work in a hybrid model, blending the flexibility of home working with the community of a team-led office Progress your career in an environment that values integrity, collaboration, and outcomes over sales metrics Earn bonuses up to £20,000 annually, in addition to a competitive base salary and transparent fee-split model Ideal for advisers looking to grow their own client book over time, supported by continuous firm-led acquisitions Requirements Experience as a Financial Adviser or Financial Planner Experience working with HNW clients, managing complex financial scenarios Level 4 Diploma in Financial Planning (CII, LIBF or equivalent); Chartered status beneficial but not essential Strong interpersonal skills and a proven ability to build long-lasting client relationships A collaborative, team-oriented approach and respect for operational teams Familiarity with cashflow modelling software
Mar 27, 2026
Full time
Financial Adviser - HNW Clients Whole of Market Culture-Led Firm This independent, values-driven wealth management firm specialises in acquiring IFA practices from retiring advisers to ensure continuity and care for clients. With over £500 million in assets under management, the business has built a strong reputation for ethical advice, long-term client relationships, and a supportive internal culture. Rather than focusing on aggressive marketing, this firm grows organically through referrals and trust, offering a collaborative team environment where integrity comes first. This is a rare opportunity for a Financial Adviser to take over a fully serviced book of 75-90 high-net-worth client households, many with portfolios exceeding £1M. The adviser will focus on building trust and delivering exceptional service, supported by a full paraplanning and administrative team. Salary up to £70,000 + Bonus & hybrid working model This role suits an experienced Independent Financial Adviser (IFA) who thrives in a culture-led, whole-of-market firm where client care is prioritised over sales targets. Responsibilities Seamlessly take over and manage a ready-made client book acquired through retirement-led business succession Deliver holistic financial planning and advice to high-net-worth clients across pensions, investments, tax planning, and estate strategies Build trusted, long-term relationships with clients by focusing on ethical, goals-based financial planning Collaborate with paraplanners, administrators, compliance teams, and external professionals such as solicitors and accountants Contribute to the team culture by working closely within a pod of advisers and support staff Key Highlights of the Opportunity Join a Whole of Market Wealth Management firm with access to unrestricted product choice Step into an existing book of 75-90 HNW client households-no cold calling or lead chasing Enjoy full back-office support, allowing more time for client-facing activity and strategic planning Deliver advice to clients with complex financial needs, typically with assets over £1M Work in a hybrid model, blending the flexibility of home working with the community of a team-led office Progress your career in an environment that values integrity, collaboration, and outcomes over sales metrics Earn bonuses up to £20,000 annually, in addition to a competitive base salary and transparent fee-split model Ideal for advisers looking to grow their own client book over time, supported by continuous firm-led acquisitions Requirements Experience as a Financial Adviser or Financial Planner Experience working with HNW clients, managing complex financial scenarios Level 4 Diploma in Financial Planning (CII, LIBF or equivalent); Chartered status beneficial but not essential Strong interpersonal skills and a proven ability to build long-lasting client relationships A collaborative, team-oriented approach and respect for operational teams Familiarity with cashflow modelling software
Client Executive - Truro (Hybrid: 2 Days from Home) Salary: Up to £35,000 (DOE) We're looking for a motivated, detail-driven Client Executive to join our Financial Planning team in Truro. If you're passionate about delivering first-class client service and enjoy supporting clients in a professional, regulated financial services environment, this could be the ideal next step in your career. In this role, you'll provide vital administrative and relationship support to our Financial Planners and Paraplanners. You'll play a key part in ensuring clients receive a seamless, efficient and highly professional service at every stage of their journey. As a first point of contact for many client queries, you'll help build trusted and long-lasting client relationships. Alongside a competitive salary and hybrid working, you'll benefit from excellent training, development opportunities and the chance to progress within a supportive, team-focused environment. What You'll Be Doing Day to Day Acting as the first point of contact for non-advice client queries Building strong client relationships and maintaining regular communication Managing end-to-end processing of investment, pension and protection business Ensuring all work meets FCA requirements and internal compliance standards Maintaining accurate client records and supporting audit and file-check activity Working closely with Financial Planners, Paraplanners and product providers Preparing review packs, meeting documentation and client correspondence Booking and coordinating client meetings, including follow-up actions Assisting clients with application forms when needed Supporting workflow management, team meetings and ongoing process improvements Helping to onboard and train new team members Managing your workload independently and escalating issues proactively About You You'll thrive in this role if you are: Client-focused, professional and confident in your communication Highly organised with outstanding attention to detail Comfortable working independently within set processes A collaborative and supportive team player Discreet and professional when handling sensitive information Skilled at problem-solving and offering practical solutions Empathetic, patient and adaptable when dealing with complex situations Proactive and eager to grow your skills and knowledge It's an advantage if you also have: Around 2 years' experience in financial services administration (ideally IFA or professional services) Knowledge of FCA regulations, AML requirements and general compliance Familiarity with CRM systems such as Intelliflo Understanding of financial products and investment/pension platforms Progress toward a CII Level 3 qualification (or similar) What's on Offer Salary up to £35,000 , depending on experience Hybrid working: up to 2 days per week from home Supportive, collaborative team environment Excellent career development and progression opportunities A strong focus on wellbeing, flexibility and professional growth
Mar 27, 2026
Full time
Client Executive - Truro (Hybrid: 2 Days from Home) Salary: Up to £35,000 (DOE) We're looking for a motivated, detail-driven Client Executive to join our Financial Planning team in Truro. If you're passionate about delivering first-class client service and enjoy supporting clients in a professional, regulated financial services environment, this could be the ideal next step in your career. In this role, you'll provide vital administrative and relationship support to our Financial Planners and Paraplanners. You'll play a key part in ensuring clients receive a seamless, efficient and highly professional service at every stage of their journey. As a first point of contact for many client queries, you'll help build trusted and long-lasting client relationships. Alongside a competitive salary and hybrid working, you'll benefit from excellent training, development opportunities and the chance to progress within a supportive, team-focused environment. What You'll Be Doing Day to Day Acting as the first point of contact for non-advice client queries Building strong client relationships and maintaining regular communication Managing end-to-end processing of investment, pension and protection business Ensuring all work meets FCA requirements and internal compliance standards Maintaining accurate client records and supporting audit and file-check activity Working closely with Financial Planners, Paraplanners and product providers Preparing review packs, meeting documentation and client correspondence Booking and coordinating client meetings, including follow-up actions Assisting clients with application forms when needed Supporting workflow management, team meetings and ongoing process improvements Helping to onboard and train new team members Managing your workload independently and escalating issues proactively About You You'll thrive in this role if you are: Client-focused, professional and confident in your communication Highly organised with outstanding attention to detail Comfortable working independently within set processes A collaborative and supportive team player Discreet and professional when handling sensitive information Skilled at problem-solving and offering practical solutions Empathetic, patient and adaptable when dealing with complex situations Proactive and eager to grow your skills and knowledge It's an advantage if you also have: Around 2 years' experience in financial services administration (ideally IFA or professional services) Knowledge of FCA regulations, AML requirements and general compliance Familiarity with CRM systems such as Intelliflo Understanding of financial products and investment/pension platforms Progress toward a CII Level 3 qualification (or similar) What's on Offer Salary up to £35,000 , depending on experience Hybrid working: up to 2 days per week from home Supportive, collaborative team environment Excellent career development and progression opportunities A strong focus on wellbeing, flexibility and professional growth
Our client, a leading business the in their industry is seeking a Trainee Mortgage Broker to join their team on a full-time, permanent basis. Due to an exciting period of growth our client is looking for a driven candidate to join the business as a Trainee Mortgage Broker. The ideal candidate will either have a background in Sales or similar, and be confident working with clients, building relationships and sourcing solutions for customers. You will also have a keen interest in Mortgages and be looking to work towards your CeMAP qualification. Key Responsibilities: Make contact to new and existing clients to understand mortgage requirements Help in sourcing the best solutions for clients Maintain a high-level of knowledge in the market, working to industry standards and regulations at all times Follow-up on leads from events Work closely with the team whilst giving a high-level of advice to clients Key Experience: Previous experience in a Sales role or similar is key for this role Confident making outbound calls to potential and existing clients, making introductions and understanding client requirements Good understanding of the mortgage industry with the intention to consistently grow your knowledge Work towards CEMAP qualification within the initial months of the role Excellent communicator, confident working with colleagues and clients of all levels This is an excellent opportunity for a Trainee Mortgage Broker to join a thriving business who are leaders within their field. You will be supported in your training and qualifications, whilst working closely with a knowledgeable team around you. CVs are being reviewed, so please apply now for immediate consideration.
Mar 27, 2026
Full time
Our client, a leading business the in their industry is seeking a Trainee Mortgage Broker to join their team on a full-time, permanent basis. Due to an exciting period of growth our client is looking for a driven candidate to join the business as a Trainee Mortgage Broker. The ideal candidate will either have a background in Sales or similar, and be confident working with clients, building relationships and sourcing solutions for customers. You will also have a keen interest in Mortgages and be looking to work towards your CeMAP qualification. Key Responsibilities: Make contact to new and existing clients to understand mortgage requirements Help in sourcing the best solutions for clients Maintain a high-level of knowledge in the market, working to industry standards and regulations at all times Follow-up on leads from events Work closely with the team whilst giving a high-level of advice to clients Key Experience: Previous experience in a Sales role or similar is key for this role Confident making outbound calls to potential and existing clients, making introductions and understanding client requirements Good understanding of the mortgage industry with the intention to consistently grow your knowledge Work towards CEMAP qualification within the initial months of the role Excellent communicator, confident working with colleagues and clients of all levels This is an excellent opportunity for a Trainee Mortgage Broker to join a thriving business who are leaders within their field. You will be supported in your training and qualifications, whilst working closely with a knowledgeable team around you. CVs are being reviewed, so please apply now for immediate consideration.
. Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. This is an excellent opportunity to step into a role where your expertise is truly valued and where you will play a key part in delivering high-quality, holistic financial planning support. We are a dynamic and client-focused UK financial advisory firm, operating nationally, with increasing market presence and involvement in M&A activity. As part of this evolution, we are looking for a Paraplanner who can support our Financial Planners, deliver comprehensive research, and produce compliant and insightful suitability reports. This role offers hybrid working with one office day per week , but we are also open to fully remote arrangements for the right candidate. Key Responsibilities Suitability Reporting Prepare detailed, accurate, and fully compliant suitability reports and recommendation letters Review fact-finds, risk profiles, and client objectives to ensure accuracy and audit readiness Annual Review Support Assist with annual client reviews, valuations, objective updates and the creation of Annual Suitability Assessments Maintain ongoing suitability in line with FCA requirements Technical Research Conduct in-depth research across investments, pensions, tax wrappers, protection products, and estate planning Analyse fund data, product options and technical solutions Client & Adviser Support Provide support to advisers before and after client meetings Communicate with providers to obtain policy information, illustrations, and documentation Compliance & Record Management Conduct AML checks, identity verification, and maintain regulatory documentation Ensure all client files and CRM data remain accurate and complete Collaboration & Continuous Improvement Work closely with advisers, administrators, compliance teams and investment specialists Contribute to developing paraplanning processes, templates and best practices as the business evolves Skills & Experience Essential Minimum 2 years' Paraplanning experience in a UK financial planning/advisory firm Level 4 Diploma (DipPFS or equivalent) Strong knowledge of pensions (DC & DB), investments, ISAs, bonds, trusts and protection products Excellent report-writing, analytical and technical research skills Understanding of FCA regulations, including ongoing suitability and annual assessments Experience conducting AML and due diligence checks Proficient with financial planning software (e.g., Intelligent Office, Fintegrate, FE Analytics, Voyant) Highly organised, self-motivated and comfortable working independently Desirable Experience within firms undergoing M&A activity Exposure to DFM models, cashflow modelling and tax optimisation strategies Experience with HNW clients or complex financial planning cases What We Offer £38,000-£50,000 depending on experience Hybrid working with only one office day per week Fully remote considered for high-calibre candidates Opportunity to join a business experiencing exciting, ongoing growth Supportive, collaborative culture with career development potential An array of benefits
Mar 27, 2026
Full time
. Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. This is an excellent opportunity to step into a role where your expertise is truly valued and where you will play a key part in delivering high-quality, holistic financial planning support. We are a dynamic and client-focused UK financial advisory firm, operating nationally, with increasing market presence and involvement in M&A activity. As part of this evolution, we are looking for a Paraplanner who can support our Financial Planners, deliver comprehensive research, and produce compliant and insightful suitability reports. This role offers hybrid working with one office day per week , but we are also open to fully remote arrangements for the right candidate. Key Responsibilities Suitability Reporting Prepare detailed, accurate, and fully compliant suitability reports and recommendation letters Review fact-finds, risk profiles, and client objectives to ensure accuracy and audit readiness Annual Review Support Assist with annual client reviews, valuations, objective updates and the creation of Annual Suitability Assessments Maintain ongoing suitability in line with FCA requirements Technical Research Conduct in-depth research across investments, pensions, tax wrappers, protection products, and estate planning Analyse fund data, product options and technical solutions Client & Adviser Support Provide support to advisers before and after client meetings Communicate with providers to obtain policy information, illustrations, and documentation Compliance & Record Management Conduct AML checks, identity verification, and maintain regulatory documentation Ensure all client files and CRM data remain accurate and complete Collaboration & Continuous Improvement Work closely with advisers, administrators, compliance teams and investment specialists Contribute to developing paraplanning processes, templates and best practices as the business evolves Skills & Experience Essential Minimum 2 years' Paraplanning experience in a UK financial planning/advisory firm Level 4 Diploma (DipPFS or equivalent) Strong knowledge of pensions (DC & DB), investments, ISAs, bonds, trusts and protection products Excellent report-writing, analytical and technical research skills Understanding of FCA regulations, including ongoing suitability and annual assessments Experience conducting AML and due diligence checks Proficient with financial planning software (e.g., Intelligent Office, Fintegrate, FE Analytics, Voyant) Highly organised, self-motivated and comfortable working independently Desirable Experience within firms undergoing M&A activity Exposure to DFM models, cashflow modelling and tax optimisation strategies Experience with HNW clients or complex financial planning cases What We Offer £38,000-£50,000 depending on experience Hybrid working with only one office day per week Fully remote considered for high-calibre candidates Opportunity to join a business experiencing exciting, ongoing growth Supportive, collaborative culture with career development potential An array of benefits
Job Title: Mortgage Case Manager Location: Cowbridge Salary: £25,000 to £30,000 depending on experience Hours: Monday to Friday 9 am to 5.30 pm Benefits: Pension 10% employer contribution with 5% employee contribution Group Annual Bonus of up to 10% (subject to group/individual performance) 25 days holiday plus bank and public holidays X4 death in service Staff Mortgage Scheme Uniform About the position of Mortgage Case Manager: Are you an experienced mortgage professional looking for real progression and a long-term career in financial services?We're proud to be partnering with one of Wales's most respected building societies to recruit a Mortgage Case Manager. This is a high-visibility, front-line role with a clear route to progression. You'll be joining a successful and growing mutual that has been trading for over 100 years, now expanding further across Wales and into England. With over £200 million in assets and a strategy focused on specialist lending, the Society offers a dynamic and rewarding work environment. Responsibilities for the role of Mortgage Case Manager: Process new and further advance mortgage applications from receipt to underwriting submission Assess applications to ensure they meet lending criteria and include all required documentation Conduct detailed reviews of income, affordability, credit history and property type Liaise directly with customers, intermediaries, solicitors, and internal teams to progress applications Support the Business Development Manager (BDM) with day-to-day mortgage case handling Maintain accurate records and electronic case files using the Society's internal systems Offer savings-related product information to customers when required Assist with generating new mortgage business from existing and new introducers Support compliance with all lending, regulatory and legal policies Identify and help implement operational improvements where applicable Experience and skills required for the role of Mortgage Case Manager: Previous experience in mortgage administration or case handling (essential) Excellent organisational, analytical and diary management skills Strong verbal and written communication abilities Comfortable dealing with brokers, introducers and direct customers Able to assess complex mortgage applications including self-employed and non-standard cases CeMAP or Level 3 qualification in Mortgage Advice Competence in using Microsoft Office and internal CRM systems Ability to work independently and as part of a collaborative team Commitment to high-quality customer service and professional standards For more information regarding the role of Mortgage Case Manager please get in touch with us. Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
Mar 27, 2026
Full time
Job Title: Mortgage Case Manager Location: Cowbridge Salary: £25,000 to £30,000 depending on experience Hours: Monday to Friday 9 am to 5.30 pm Benefits: Pension 10% employer contribution with 5% employee contribution Group Annual Bonus of up to 10% (subject to group/individual performance) 25 days holiday plus bank and public holidays X4 death in service Staff Mortgage Scheme Uniform About the position of Mortgage Case Manager: Are you an experienced mortgage professional looking for real progression and a long-term career in financial services?We're proud to be partnering with one of Wales's most respected building societies to recruit a Mortgage Case Manager. This is a high-visibility, front-line role with a clear route to progression. You'll be joining a successful and growing mutual that has been trading for over 100 years, now expanding further across Wales and into England. With over £200 million in assets and a strategy focused on specialist lending, the Society offers a dynamic and rewarding work environment. Responsibilities for the role of Mortgage Case Manager: Process new and further advance mortgage applications from receipt to underwriting submission Assess applications to ensure they meet lending criteria and include all required documentation Conduct detailed reviews of income, affordability, credit history and property type Liaise directly with customers, intermediaries, solicitors, and internal teams to progress applications Support the Business Development Manager (BDM) with day-to-day mortgage case handling Maintain accurate records and electronic case files using the Society's internal systems Offer savings-related product information to customers when required Assist with generating new mortgage business from existing and new introducers Support compliance with all lending, regulatory and legal policies Identify and help implement operational improvements where applicable Experience and skills required for the role of Mortgage Case Manager: Previous experience in mortgage administration or case handling (essential) Excellent organisational, analytical and diary management skills Strong verbal and written communication abilities Comfortable dealing with brokers, introducers and direct customers Able to assess complex mortgage applications including self-employed and non-standard cases CeMAP or Level 3 qualification in Mortgage Advice Competence in using Microsoft Office and internal CRM systems Ability to work independently and as part of a collaborative team Commitment to high-quality customer service and professional standards For more information regarding the role of Mortgage Case Manager please get in touch with us. Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
We are working with a growing UK-based financial planning and advisory firm providing holistic and tailored financial advice to individuals and families. The business has experienced strong growth in recent years and continues to expand its service offering and national presence, including involvement in merger and acquisition activity within the sector. They are seeking an experienced and technically capable Paraplanner to join our team and support the continued delivery of high-quality financial planning advice. Key Responsibilities Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of financial products Review client fact-finds, risk profiling and objectives to ensure recommendations are appropriate and clearly documented Support Financial Planners with the preparation of client annual reviews Gather data, conduct valuations, review client objectives and prepare Annual Suitability Assessments in line with regulatory requirements Conduct detailed research across investment funds, pension schemes, tax wrappers, protection products and estate planning strategies Communicate with product providers to obtain policy information, valuations, illustrations and documentation Assist advisers with meeting preparation and post-meeting follow-ups Conduct Anti-Money Laundering checks and identity verification Ensure client records and documentation meet regulatory and internal compliance standards Maintain accurate and up-to-date records within the firm's CRM and back-office systems Work closely with advisers, administrators, compliance teams and investment managers to ensure seamless client service Contribute to improving paraplanning processes, templates and best practices as the firm continues to grow Fully remote work can be considered Skills & Experience Minimum 2 years' experience as a Paraplanner within a UK financial planning or advisory firm Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4 qualification) Strong knowledge of financial planning products including pensions (DC & DB), ISAs, GIAs, bonds, trusts and protection Experience conducting AML checks and maintaining regulatory standards Excellent report-writing ability with strong attention to detail Good understanding of FCA regulations, particularly around ongoing suitability and annual assessments Experience using financial planning and research tools such as CRM/back-office systems, cashflow modelling software, or investment research platforms Highly organised with the ability to manage multiple priorities and work both independently and collaboratively Experience supporting a firm during or after merger and acquisition activity Familiarity with discretionary investment management, cashflow modelling and tax planning strategies Exposure to high-net-worth client cases and complex financial planning scenarios If this sounds like the role for you, apply today
Mar 27, 2026
Full time
We are working with a growing UK-based financial planning and advisory firm providing holistic and tailored financial advice to individuals and families. The business has experienced strong growth in recent years and continues to expand its service offering and national presence, including involvement in merger and acquisition activity within the sector. They are seeking an experienced and technically capable Paraplanner to join our team and support the continued delivery of high-quality financial planning advice. Key Responsibilities Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of financial products Review client fact-finds, risk profiling and objectives to ensure recommendations are appropriate and clearly documented Support Financial Planners with the preparation of client annual reviews Gather data, conduct valuations, review client objectives and prepare Annual Suitability Assessments in line with regulatory requirements Conduct detailed research across investment funds, pension schemes, tax wrappers, protection products and estate planning strategies Communicate with product providers to obtain policy information, valuations, illustrations and documentation Assist advisers with meeting preparation and post-meeting follow-ups Conduct Anti-Money Laundering checks and identity verification Ensure client records and documentation meet regulatory and internal compliance standards Maintain accurate and up-to-date records within the firm's CRM and back-office systems Work closely with advisers, administrators, compliance teams and investment managers to ensure seamless client service Contribute to improving paraplanning processes, templates and best practices as the firm continues to grow Fully remote work can be considered Skills & Experience Minimum 2 years' experience as a Paraplanner within a UK financial planning or advisory firm Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4 qualification) Strong knowledge of financial planning products including pensions (DC & DB), ISAs, GIAs, bonds, trusts and protection Experience conducting AML checks and maintaining regulatory standards Excellent report-writing ability with strong attention to detail Good understanding of FCA regulations, particularly around ongoing suitability and annual assessments Experience using financial planning and research tools such as CRM/back-office systems, cashflow modelling software, or investment research platforms Highly organised with the ability to manage multiple priorities and work both independently and collaboratively Experience supporting a firm during or after merger and acquisition activity Familiarity with discretionary investment management, cashflow modelling and tax planning strategies Exposure to high-net-worth client cases and complex financial planning scenarios If this sounds like the role for you, apply today
Exchange Street Claims & Financial Services
Manchester, Lancashire
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning. You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. It will be in the medium term (3-4 years) but that will give you time to get Chartered and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them. How many businesses offer that? The package is on the healthy side with a starting salary of up to £52,000. There's also: o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days o 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) o Employee recognition awards o New and improved programme for succession planning and supportive management structure to help you realise your potential o Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED: You'll have 3-4 years of paraplanning experience and be level 4 qualified. You don't need to come from an IFA background and you don't need to be an expert in all areas of financial planning. You're joining a firm that's all about training and development - an expert you will become. IO experience would be good but is not a pre-requisite. - Learning and development, progression and an excellent package combined with agile working. What's not to like? Want to know more? Click apply and we will be in touch. Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
Mar 27, 2026
Full time
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning. You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. It will be in the medium term (3-4 years) but that will give you time to get Chartered and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them. How many businesses offer that? The package is on the healthy side with a starting salary of up to £52,000. There's also: o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days o 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) o Employee recognition awards o New and improved programme for succession planning and supportive management structure to help you realise your potential o Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED: You'll have 3-4 years of paraplanning experience and be level 4 qualified. You don't need to come from an IFA background and you don't need to be an expert in all areas of financial planning. You're joining a firm that's all about training and development - an expert you will become. IO experience would be good but is not a pre-requisite. - Learning and development, progression and an excellent package combined with agile working. What's not to like? Want to know more? Click apply and we will be in touch. Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
Location: Farnborough Contract: 6 months with possibility of extension Hybrid: 3 days onsite and 2 days working from home Hays are delighted to be working with our global client, one of the world's most successful premium manufacturers of cars, motorcycles, and provider of premium services. Our client demonstrates a commitment to innovation, sustainability, and product responsibility all the way from development to production. Their aim is to play a dynamic and innovative role in shaping the face of mobility. Our client highly values each and every person; their passion, commitment, uniqueness and contribution to shaping the future success of their business.About the job: Manage and maintain clear, accurate case files for financial crime investigations Carry out initial investigations and escalate cases appropriately Act as a key contact for fraud prevention agencies and law enforcement Support and advise victims of fraud by phone and email Provide sanctions advice and broader financial crime guidance to the business Ensure compliance with regulatory requirements, including Consumer Duty The opportunityYou will have the opportunity to work within an enthusiastic team who are passionate about delivering outstanding service. Along with fostering excellent collaboration with the regional purchasing network thanks to regular and relevant communication.What will you bring to the global premium automotive brand: Confidence handling highly sensitive information with discretion Strong judgement and organisation in a high-volume, demanding environment The ability to adapt quickly and manage competing priorities Educated to GCSE/A-Level equivalent. Strong interpersonal skills at all management levels. Effective organizational and time management skills. Proactive and able to react quickly. Able to work autonomously and use own initiative. How will we support you: The business core values are integral to their corporate culture and guide their actions and decisions. These values include: Openness - Embracing change and new opportunities, learning from mistakes and acting with integrity, Responsibility - Making consistent decisions and committing to them personally, fostering trust and effective teamwork. Appreciation - Reflecting on actions, respecting each other, offering clear feedback and celebrating success Transparency -Acknowledging concerns and identifying inconsistencies constructively Trust - Relying on each other to act swiftly and achieve goals Diversity - Valuing diverse backgrounds and experiences to enhance innovation and competitiveness Compensation We offer a competitive hourly wage plus an annual performance-related bonus. You will receive a generous annual leave up to 35 days which is inclusive of bank holidays. There's free on-site parking available and you'll have access to a subsidised restaurant. We offer hybrid working where employees split their time between working remotely (often from home) and working in the office Hays Talent Solutions is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Mar 27, 2026
Contractor
Location: Farnborough Contract: 6 months with possibility of extension Hybrid: 3 days onsite and 2 days working from home Hays are delighted to be working with our global client, one of the world's most successful premium manufacturers of cars, motorcycles, and provider of premium services. Our client demonstrates a commitment to innovation, sustainability, and product responsibility all the way from development to production. Their aim is to play a dynamic and innovative role in shaping the face of mobility. Our client highly values each and every person; their passion, commitment, uniqueness and contribution to shaping the future success of their business.About the job: Manage and maintain clear, accurate case files for financial crime investigations Carry out initial investigations and escalate cases appropriately Act as a key contact for fraud prevention agencies and law enforcement Support and advise victims of fraud by phone and email Provide sanctions advice and broader financial crime guidance to the business Ensure compliance with regulatory requirements, including Consumer Duty The opportunityYou will have the opportunity to work within an enthusiastic team who are passionate about delivering outstanding service. Along with fostering excellent collaboration with the regional purchasing network thanks to regular and relevant communication.What will you bring to the global premium automotive brand: Confidence handling highly sensitive information with discretion Strong judgement and organisation in a high-volume, demanding environment The ability to adapt quickly and manage competing priorities Educated to GCSE/A-Level equivalent. Strong interpersonal skills at all management levels. Effective organizational and time management skills. Proactive and able to react quickly. Able to work autonomously and use own initiative. How will we support you: The business core values are integral to their corporate culture and guide their actions and decisions. These values include: Openness - Embracing change and new opportunities, learning from mistakes and acting with integrity, Responsibility - Making consistent decisions and committing to them personally, fostering trust and effective teamwork. Appreciation - Reflecting on actions, respecting each other, offering clear feedback and celebrating success Transparency -Acknowledging concerns and identifying inconsistencies constructively Trust - Relying on each other to act swiftly and achieve goals Diversity - Valuing diverse backgrounds and experiences to enhance innovation and competitiveness Compensation We offer a competitive hourly wage plus an annual performance-related bonus. You will receive a generous annual leave up to 35 days which is inclusive of bank holidays. There's free on-site parking available and you'll have access to a subsidised restaurant. We offer hybrid working where employees split their time between working remotely (often from home) and working in the office Hays Talent Solutions is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Recruit Wealth are delighted to be representing one of the UK's fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity-backed expansion and strategic acquisition. This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK. Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm's Chester regional office, one of over 70 offices nationwide. The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move. You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do. What Makes This Firm Different Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service. With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity. Support & Infrastructure Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice. You will benefit from: Full Paraplanning and Administrative support Established regional and national support teams Strong internal referral channels A collaborative culture across a national network of offices We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this. Ideally you will have: Several years' Financial Planning/Wealth Advisory experience Competent Adviser Status (CAS) Statement of Professional Standing (SPS) FCA registration Minimum Level 4 Diploma in Financial Planning and continuing to study further A demonstrable track record advising private clients on pensions, investments and protection Package & Benefits This is an employed position, offering an excellent overall package, including: Competitive base salary Attractive bonus structure linked to new business and initial fees Inherited client relationships Full support infrastructure Comprehensive company benefits package Hybrid working is fully supported allowing flexibility to see clients and run your diary with autonomy. Applications will be well received by those in the Cheshire area to maintain client contact and the surrounding region. Please apply to us here at Recruit Wealth for an immediate response.
Mar 27, 2026
Full time
Recruit Wealth are delighted to be representing one of the UK's fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity-backed expansion and strategic acquisition. This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK. Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm's Chester regional office, one of over 70 offices nationwide. The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move. You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do. What Makes This Firm Different Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service. With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity. Support & Infrastructure Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice. You will benefit from: Full Paraplanning and Administrative support Established regional and national support teams Strong internal referral channels A collaborative culture across a national network of offices We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this. Ideally you will have: Several years' Financial Planning/Wealth Advisory experience Competent Adviser Status (CAS) Statement of Professional Standing (SPS) FCA registration Minimum Level 4 Diploma in Financial Planning and continuing to study further A demonstrable track record advising private clients on pensions, investments and protection Package & Benefits This is an employed position, offering an excellent overall package, including: Competitive base salary Attractive bonus structure linked to new business and initial fees Inherited client relationships Full support infrastructure Comprehensive company benefits package Hybrid working is fully supported allowing flexibility to see clients and run your diary with autonomy. Applications will be well received by those in the Cheshire area to maintain client contact and the surrounding region. Please apply to us here at Recruit Wealth for an immediate response.
Job Description Peter Alan Estate Agency are looking for a Mortgage and Protection Advisor to join them in Pontypridd. OTE £55k What's in it for you? Excellent internal progression to support your career aspirations Lucrative earning potential and uncapped commission Abundance of lead opportunities Supportive and rewarding environment Industry leading training and development Central Admin Support and agile IT tools to help you succeed All expenses paid trips for top achievers Competitive basic salary with a realistic year one OTE of £55k Key responsibilities of a Mortgage Advisor: Building relationships with the Estate Agency team through training and support Take part in regular team meetings to discuss best practice and build relationships You will conduct 2 to 3 appointments a day Providing advice on a range of products and services to meet your customers' needs You will also be attracting new customers and business whilst being motivated to achieve professional goals within a result-driven environment Skills and experience required to be a successful Mortgage Advisor: Resilient, positive and friendly attitude Strong track record in generating new sales and following through to completions Motivated to be successful Always doing the right thing by the customer Able to work under pressure and build strong alliances CeMap qualified or Equivalent or willing to train towards holding the qualification Full UK Driving Licence Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.MS03270
Mar 27, 2026
Full time
Job Description Peter Alan Estate Agency are looking for a Mortgage and Protection Advisor to join them in Pontypridd. OTE £55k What's in it for you? Excellent internal progression to support your career aspirations Lucrative earning potential and uncapped commission Abundance of lead opportunities Supportive and rewarding environment Industry leading training and development Central Admin Support and agile IT tools to help you succeed All expenses paid trips for top achievers Competitive basic salary with a realistic year one OTE of £55k Key responsibilities of a Mortgage Advisor: Building relationships with the Estate Agency team through training and support Take part in regular team meetings to discuss best practice and build relationships You will conduct 2 to 3 appointments a day Providing advice on a range of products and services to meet your customers' needs You will also be attracting new customers and business whilst being motivated to achieve professional goals within a result-driven environment Skills and experience required to be a successful Mortgage Advisor: Resilient, positive and friendly attitude Strong track record in generating new sales and following through to completions Motivated to be successful Always doing the right thing by the customer Able to work under pressure and build strong alliances CeMap qualified or Equivalent or willing to train towards holding the qualification Full UK Driving Licence Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.MS03270
A rare and exciting opportunity has arisen as part of a retiring Adviser's long-term succession plan. This role offers immediate access to an established, high-quality client bank and a clear pathway to becoming a fully developed Adviser within a well-resourced and supportive business unit. The structure ensures you can focus on client relationships, advice delivery, and long-term growth. The Client Bank Current AUM: £110m , projected to grow to £140m Client profile: Mass affluent , with average investable assets between £450k - £4m You will actively service an existing book of clients from Day 1 , ensuring immediate engagement and continuity Experience & Skills Required 3+ years' experience in Wealth Management within a client-facing role Excellent relationship-building skills , with the confidence to engage mass-affluent and HNW clients Strong technical knowledge across the full spectrum of financial planning products, including pensions, investments, protection, and tax-efficient solutions Career Development This is an ideal role for a developing Adviser. The firm is fully committed to your progression and will support you through CAS sign-off . You'll also have opportunities to: Attend networking events Build new business Contribute to the long-term growth strategy of the practice This is a genuine career-building role with a clear runway for future success.
Mar 27, 2026
Full time
A rare and exciting opportunity has arisen as part of a retiring Adviser's long-term succession plan. This role offers immediate access to an established, high-quality client bank and a clear pathway to becoming a fully developed Adviser within a well-resourced and supportive business unit. The structure ensures you can focus on client relationships, advice delivery, and long-term growth. The Client Bank Current AUM: £110m , projected to grow to £140m Client profile: Mass affluent , with average investable assets between £450k - £4m You will actively service an existing book of clients from Day 1 , ensuring immediate engagement and continuity Experience & Skills Required 3+ years' experience in Wealth Management within a client-facing role Excellent relationship-building skills , with the confidence to engage mass-affluent and HNW clients Strong technical knowledge across the full spectrum of financial planning products, including pensions, investments, protection, and tax-efficient solutions Career Development This is an ideal role for a developing Adviser. The firm is fully committed to your progression and will support you through CAS sign-off . You'll also have opportunities to: Attend networking events Build new business Contribute to the long-term growth strategy of the practice This is a genuine career-building role with a clear runway for future success.
Are you a highly skilled Paraplanner ready to take your career to the next level? Do you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients? We are looking for a Senior Paraplanner & Technical Adviser to join our clients growing team. This is an exciting hybrid role combining advanced paraplanning expertise with the opportunity to deliver regulated financial advice on complex planning advice areas. You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions. If you thrive in a highly technical environment and want your expertise to have real influence, this role offers the perfect opportunity. Why This Role is Different This is not a traditional paraplanning role. You will have the opportunity to: Work on complex and intellectually stimulating financial planning cases Play a strategic technical partner role to advisers Provide regulated advice on specialist cases Mentor and develop the next generation of paraplanners and advisers Influence technical standards and planning strategy across the business Your work will directly contribute to delivering high-quality financial advice that genuinely improves clients' financial futures. What You'll Be Doing Complex Financial Planning & Research Lead in-depth technical analysis and research across areas such as: Inheritance Tax mitigation strategies Trust structures and estate planning Offshore investment bonds Segmentation, assignments and withdrawals Top-slicing relief and time apportionment rules You'll be responsible for transforming complex technical structures into clear, effective planning strategies. Technical Advice & Suitability Reports Prepare high-quality suitability reports for complex planning cases including: Pension crystallisation strategies Estate and IHT planning Trust and investment bond planning You will also have the opportunity to step into the adviser role on specialist cases where appropriate. Cashflow Modelling Use advanced modelling tools to demonstrate long-term planning strategies and client outcomes , helping clients clearly visualise their financial future. Technical Leadership & Compliance Provide technical sign-off and quality assurance on complex advice cases Ensure all recommendations meet regulatory standards and Consumer Duty expectations Act as a trusted technical authority within the advisory team Mentoring & Development Support the development of colleagues by: Coaching paraplanners and advisers on complex planning areas Providing technical guidance on trusts and estate planning Helping raise the overall technical capability across the business Continuous Improvement Identify opportunities to improve paraplanning processes, efficiency and technical standards. About You You are a technically exceptional financial planning professional who enjoys tackling complex scenarios and working collaboratively with advisers and professional partners. You'll bring: Significant experience as a Senior Paraplanner or Technical Specialist Strong expertise in Inheritance Tax planning, trusts, and estate structures Confidence working with high-net-worth clients and professional intermediaries such as solicitors and accountants The ability to translate complex technical planning into clear, client-focused recommendations Excellent written and verbal communication skills A proactive and solutions-focused mindset Qualifications Essential Level 4 Diploma in Regulated Financial Planning Valid Statement of Professional Standing (SPS), or ability to obtain quickly Highly Desirable AF1 Tax & Trusts STEP Certificate or Diploma Systems Experience Experience using financial planning tools such as: Intelligent Office Iress CashCalc Microsoft Office Why Join? You'll be joining a market-leading financial wellbeing and retirement specialist that works with major organisations to help employees improve their financial future. Our client is passionate about providing clear, accessible financial guidance and advice, supporting individuals with financial education, retirement planning and investment advice. By joining you'll benefit from: Exposure to complex and intellectually rewarding financial planning work The opportunity to influence technical standards and advice delivery A collaborative environment with highly experienced financial planning professionals The chance to develop further as a trusted technical authority An excellent remuneration and benefits package is offered and you'll be working for a recognised Sunday Times "best places to work" The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Mar 27, 2026
Full time
Are you a highly skilled Paraplanner ready to take your career to the next level? Do you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients? We are looking for a Senior Paraplanner & Technical Adviser to join our clients growing team. This is an exciting hybrid role combining advanced paraplanning expertise with the opportunity to deliver regulated financial advice on complex planning advice areas. You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions. If you thrive in a highly technical environment and want your expertise to have real influence, this role offers the perfect opportunity. Why This Role is Different This is not a traditional paraplanning role. You will have the opportunity to: Work on complex and intellectually stimulating financial planning cases Play a strategic technical partner role to advisers Provide regulated advice on specialist cases Mentor and develop the next generation of paraplanners and advisers Influence technical standards and planning strategy across the business Your work will directly contribute to delivering high-quality financial advice that genuinely improves clients' financial futures. What You'll Be Doing Complex Financial Planning & Research Lead in-depth technical analysis and research across areas such as: Inheritance Tax mitigation strategies Trust structures and estate planning Offshore investment bonds Segmentation, assignments and withdrawals Top-slicing relief and time apportionment rules You'll be responsible for transforming complex technical structures into clear, effective planning strategies. Technical Advice & Suitability Reports Prepare high-quality suitability reports for complex planning cases including: Pension crystallisation strategies Estate and IHT planning Trust and investment bond planning You will also have the opportunity to step into the adviser role on specialist cases where appropriate. Cashflow Modelling Use advanced modelling tools to demonstrate long-term planning strategies and client outcomes , helping clients clearly visualise their financial future. Technical Leadership & Compliance Provide technical sign-off and quality assurance on complex advice cases Ensure all recommendations meet regulatory standards and Consumer Duty expectations Act as a trusted technical authority within the advisory team Mentoring & Development Support the development of colleagues by: Coaching paraplanners and advisers on complex planning areas Providing technical guidance on trusts and estate planning Helping raise the overall technical capability across the business Continuous Improvement Identify opportunities to improve paraplanning processes, efficiency and technical standards. About You You are a technically exceptional financial planning professional who enjoys tackling complex scenarios and working collaboratively with advisers and professional partners. You'll bring: Significant experience as a Senior Paraplanner or Technical Specialist Strong expertise in Inheritance Tax planning, trusts, and estate structures Confidence working with high-net-worth clients and professional intermediaries such as solicitors and accountants The ability to translate complex technical planning into clear, client-focused recommendations Excellent written and verbal communication skills A proactive and solutions-focused mindset Qualifications Essential Level 4 Diploma in Regulated Financial Planning Valid Statement of Professional Standing (SPS), or ability to obtain quickly Highly Desirable AF1 Tax & Trusts STEP Certificate or Diploma Systems Experience Experience using financial planning tools such as: Intelligent Office Iress CashCalc Microsoft Office Why Join? You'll be joining a market-leading financial wellbeing and retirement specialist that works with major organisations to help employees improve their financial future. Our client is passionate about providing clear, accessible financial guidance and advice, supporting individuals with financial education, retirement planning and investment advice. By joining you'll benefit from: Exposure to complex and intellectually rewarding financial planning work The opportunity to influence technical standards and advice delivery A collaborative environment with highly experienced financial planning professionals The chance to develop further as a trusted technical authority An excellent remuneration and benefits package is offered and you'll be working for a recognised Sunday Times "best places to work" The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Independent Financial Advisor (IFA) Location: Solihull Area (Remote role with local client meetings) Salary: £50,000 per annum plus bonuses About the Opportunity We are recruiting on behalf of a national Independent Financial Advisory group for an experienced Independent Financial Advisor to take over a well-established client bank from a retiring advisor in the Solihull area. This is a servicing-focused position rather than a sales role, making it ideal for a professional advisor who enjoys delivering high-quality advice and long-term client care without the pressure of business development. The Role You will be responsible for servicing an existing, loyal client base, maintaining relationships, and providing ongoing financial advice. Comprehensive paraplanning and administrative support is provided, enabling you to focus entirely on client-facing work. Key Details and Benefits Basic Salary: £50,000 per annum Performance Bonus: Validation at three times salary 25 percent bonus on all earnings above validation Bonuses paid quarterly Client Bank: Generates over £150,000 in ongoing income 100 percent of income credited towards validation so successful candidate will generate bonus from day 1 Pension: 8 percent non-contributory Additional Benefits: Death in Service Private Medical Insurance Support: Full paraplanning and administrative support Working Pattern: Remote role Clients based locally in the Solihull area Travel required for client meetings Ideal Candidate Profile An experienced Independent Financial Advisor with a strong background in client servicing Someone seeking stability in an employed role with clients provided A professional focused on ethical advice, relationship management, and long-term client outcomes An advisor looking to reduce sales pressure and concentrate on servicing and advice
Mar 27, 2026
Full time
Independent Financial Advisor (IFA) Location: Solihull Area (Remote role with local client meetings) Salary: £50,000 per annum plus bonuses About the Opportunity We are recruiting on behalf of a national Independent Financial Advisory group for an experienced Independent Financial Advisor to take over a well-established client bank from a retiring advisor in the Solihull area. This is a servicing-focused position rather than a sales role, making it ideal for a professional advisor who enjoys delivering high-quality advice and long-term client care without the pressure of business development. The Role You will be responsible for servicing an existing, loyal client base, maintaining relationships, and providing ongoing financial advice. Comprehensive paraplanning and administrative support is provided, enabling you to focus entirely on client-facing work. Key Details and Benefits Basic Salary: £50,000 per annum Performance Bonus: Validation at three times salary 25 percent bonus on all earnings above validation Bonuses paid quarterly Client Bank: Generates over £150,000 in ongoing income 100 percent of income credited towards validation so successful candidate will generate bonus from day 1 Pension: 8 percent non-contributory Additional Benefits: Death in Service Private Medical Insurance Support: Full paraplanning and administrative support Working Pattern: Remote role Clients based locally in the Solihull area Travel required for client meetings Ideal Candidate Profile An experienced Independent Financial Advisor with a strong background in client servicing Someone seeking stability in an employed role with clients provided A professional focused on ethical advice, relationship management, and long-term client outcomes An advisor looking to reduce sales pressure and concentrate on servicing and advice
Paraplanner Leicester Office-based (1 day per week from home)Salary up to £42,000 + Excellent Benefits An established and highly respected Chartered Wealth Management and Financial Planning firm is seeking an experienced Paraplanner to join their team in the Leicester office. This role is ideal for a highly competent and detail-focused report writer who enjoys working closely with Financial Advisers to deliver high-quality, client-focused financial planning support. While the Level 4 Diploma in Financial Planning would be advantageous, it is not essential for this role - strong paraplanning and technical report writing experience is the key requirement. The role offers a collaborative working environment with advisers and support staff based in the office for most of the week, alongside one day working from home and an early 3pm finish every Friday . The firm itself is a well-established national wealth management business providing independent financial advice, investment management and estate planning services to a broad client base. The Role You will work closely with Financial Advisers to deliver high-quality technical support, ensuring advice recommendations are clearly documented, compliant and tailored to client needs. Your responsibilities will include: Writing detailed and compliant suitability reports across a range of financial planning areas Conducting technical research and product analysis to support adviser recommendations Preparing client review documentation and financial planning reports Supporting advisers with case preparation and recommendation structuring Ensuring all documentation meets regulatory and compliance standards Liaising with advisers, administrators and providers to progress client cases Maintaining accurate client records and documentation Assisting with pipeline management and case tracking Supporting advisers in delivering a smooth and efficient client journey Candidate Profile We are keen to speak with individuals who have strong technical paraplanning experience , particularly those who take pride in producing clear, well-structured and accurate client reports. Key requirements include: Previous experience working as a Paraplanner within Wealth Management or Financial Planning Strong suitability report writing experience across a range of advice areas Good technical knowledge of investments, pensions and protection Excellent written communication and attention to detail Strong research and analytical skills Ability to work collaboratively with advisers and support teams Level 4 Diploma in Financial Planning is beneficial but not essential Package Salary up to £42,000 1 day per week working from home Early 3pm finish every Friday 25 days annual leave Company pension scheme Additional flexible benefits This is an excellent opportunity for an experienced Paraplanner who enjoys technical work and producing high-quality financial planning reports to join a well-established firm offering stability, a supportive environment and a strong team culture.
Mar 27, 2026
Full time
Paraplanner Leicester Office-based (1 day per week from home)Salary up to £42,000 + Excellent Benefits An established and highly respected Chartered Wealth Management and Financial Planning firm is seeking an experienced Paraplanner to join their team in the Leicester office. This role is ideal for a highly competent and detail-focused report writer who enjoys working closely with Financial Advisers to deliver high-quality, client-focused financial planning support. While the Level 4 Diploma in Financial Planning would be advantageous, it is not essential for this role - strong paraplanning and technical report writing experience is the key requirement. The role offers a collaborative working environment with advisers and support staff based in the office for most of the week, alongside one day working from home and an early 3pm finish every Friday . The firm itself is a well-established national wealth management business providing independent financial advice, investment management and estate planning services to a broad client base. The Role You will work closely with Financial Advisers to deliver high-quality technical support, ensuring advice recommendations are clearly documented, compliant and tailored to client needs. Your responsibilities will include: Writing detailed and compliant suitability reports across a range of financial planning areas Conducting technical research and product analysis to support adviser recommendations Preparing client review documentation and financial planning reports Supporting advisers with case preparation and recommendation structuring Ensuring all documentation meets regulatory and compliance standards Liaising with advisers, administrators and providers to progress client cases Maintaining accurate client records and documentation Assisting with pipeline management and case tracking Supporting advisers in delivering a smooth and efficient client journey Candidate Profile We are keen to speak with individuals who have strong technical paraplanning experience , particularly those who take pride in producing clear, well-structured and accurate client reports. Key requirements include: Previous experience working as a Paraplanner within Wealth Management or Financial Planning Strong suitability report writing experience across a range of advice areas Good technical knowledge of investments, pensions and protection Excellent written communication and attention to detail Strong research and analytical skills Ability to work collaboratively with advisers and support teams Level 4 Diploma in Financial Planning is beneficial but not essential Package Salary up to £42,000 1 day per week working from home Early 3pm finish every Friday 25 days annual leave Company pension scheme Additional flexible benefits This is an excellent opportunity for an experienced Paraplanner who enjoys technical work and producing high-quality financial planning reports to join a well-established firm offering stability, a supportive environment and a strong team culture.
Paraplanner (Level 4 Diploma Qualified) Location: Woking, Surrey Salary: Up to £50,000 (dependent on experience) + bonus & benefits A highly regarded and fast-growing Independent Financial Planning firm is seeking an experienced Paraplanner to join its established technical team. This is an excellent opportunity for a Level 4 qualified professional to work closely with Financial Advisers on a wide range of complex and high-net-worth client cases. The successful candidate will play a key role in supporting advisers through detailed financial analysis, research and the preparation of high-quality suitability reports. This position offers exposure to complex financial planning scenarios and the opportunity to develop within a collaborative and professional environment. Key Responsibilities Analyse client information including fact finds, existing records and adviser meeting notes Conduct detailed financial analysis including cashflow modelling, pension and investment research, and inheritance tax planning Support advisers in preparation for client meetings and reviews Analyse existing client portfolios and identify planning opportunities Research financial products and providers to support appropriate recommendations Prepare comprehensive suitability reports including investments, pension transfers, drawdown, protection and IHT planning Attend client meetings alongside Financial Advisers when required Work closely with internal teams to ensure efficient processing and submission of business Keep up to date with regulatory developments and ensure compliance with industry standards Maintain relationships with product providers and platforms Contribute to internal investment discussions and committee activity Requirements Minimum Level 4 Diploma in Financial Planning (essential) At least 2 years' experience in a Paraplanning role within an IFA or Wealth Management firm Strong technical knowledge across investments, pensions, tax allowances, protection, trusts and IHT planning Experience using back-office systems such as Intelliflo , wrap platforms, FE Analytics and cashflow planning software Excellent attention to detail with strong written and verbal communication skills Professional, organised and solution-focused approach Strong team player able to work collaboratively within a technical team Based locally or within a reasonable commuting distance of Woking What's on Offer Salary up to £50,000 (negotiable depending on experience) 25 days holiday + bank holidays Company pension Discretionary annual bonus Death in service (3x salary) Ongoing career development and support with further qualifications Friendly, professional and sociable office environment Free on-site parking If you are a technically strong Paraplanner looking to join a growing and highly respected financial planning firm, this role offers an excellent platform for long-term career development. Apply today to find out more.
Mar 27, 2026
Full time
Paraplanner (Level 4 Diploma Qualified) Location: Woking, Surrey Salary: Up to £50,000 (dependent on experience) + bonus & benefits A highly regarded and fast-growing Independent Financial Planning firm is seeking an experienced Paraplanner to join its established technical team. This is an excellent opportunity for a Level 4 qualified professional to work closely with Financial Advisers on a wide range of complex and high-net-worth client cases. The successful candidate will play a key role in supporting advisers through detailed financial analysis, research and the preparation of high-quality suitability reports. This position offers exposure to complex financial planning scenarios and the opportunity to develop within a collaborative and professional environment. Key Responsibilities Analyse client information including fact finds, existing records and adviser meeting notes Conduct detailed financial analysis including cashflow modelling, pension and investment research, and inheritance tax planning Support advisers in preparation for client meetings and reviews Analyse existing client portfolios and identify planning opportunities Research financial products and providers to support appropriate recommendations Prepare comprehensive suitability reports including investments, pension transfers, drawdown, protection and IHT planning Attend client meetings alongside Financial Advisers when required Work closely with internal teams to ensure efficient processing and submission of business Keep up to date with regulatory developments and ensure compliance with industry standards Maintain relationships with product providers and platforms Contribute to internal investment discussions and committee activity Requirements Minimum Level 4 Diploma in Financial Planning (essential) At least 2 years' experience in a Paraplanning role within an IFA or Wealth Management firm Strong technical knowledge across investments, pensions, tax allowances, protection, trusts and IHT planning Experience using back-office systems such as Intelliflo , wrap platforms, FE Analytics and cashflow planning software Excellent attention to detail with strong written and verbal communication skills Professional, organised and solution-focused approach Strong team player able to work collaboratively within a technical team Based locally or within a reasonable commuting distance of Woking What's on Offer Salary up to £50,000 (negotiable depending on experience) 25 days holiday + bank holidays Company pension Discretionary annual bonus Death in service (3x salary) Ongoing career development and support with further qualifications Friendly, professional and sociable office environment Free on-site parking If you are a technically strong Paraplanner looking to join a growing and highly respected financial planning firm, this role offers an excellent platform for long-term career development. Apply today to find out more.
Senior Paraplanner Worcester Wealth Management Hybrid Working to £62,000 plus excellent benefits package A leading UK wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning division . Following a series of recent acquisitions and significant growth in assets under management, the firm is continuing to expand its financial planning capability and is looking to strengthen its Worcester-based team with an experienced paraplanner who can support advisers in delivering high-quality, holistic financial planning advice to clients. The Role Working closely with Senior Wealth Planners, you will provide high-level technical support across a broad range of financial planning areas including pensions, investments, protection and tax planning . You will play a key role in researching solutions, preparing suitability reports, and supporting advisers in delivering tailored advice aligned with clients' objectives. This is a highly collaborative role within an established paraplanning function and offers the opportunity to work on complex financial planning cases within a well-resourced and professional environment. Key responsibilities include: Conducting detailed research across financial planning products and strategies Preparing clear, client-focused suitability reports and technical documentation Supporting advisers with cashflow modelling and financial planning analysis Assisting in the development of financial planning strategies to meet client objectives Acting as a technical reference point within the team Mentoring and supporting junior paraplanners and contributing to team development Ensuring all work adheres to regulatory and compliance requirements About You The ideal candidate will have strong technical knowledge and proven experience providing paraplanning support within a financial planning or wealth management environment. You will likely have: RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Experience supporting advisers across investments, pensions, and protection Strong suitability report writing and technical research experience Experience with cashflow modelling tools Excellent attention to detail and analytical skills A collaborative approach and interest in supporting junior colleagues Candidates working towards Chartered Financial Planner status would be particularly well suited to this role. The Opportunity This firm has an excellent reputation within the UK wealth management market and continues to invest heavily in its financial planning division. With a large and growing advice team, this role offers genuine long-term career progression, including the potential pathway into team leadership or management responsibilities . Package £55,000 - £62,000 base salary Discretionary bonus Comprehensive benefits package including pension, PMI and income protection Hybrid working (typically 3 days in the office after probation)
Mar 27, 2026
Full time
Senior Paraplanner Worcester Wealth Management Hybrid Working to £62,000 plus excellent benefits package A leading UK wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning division . Following a series of recent acquisitions and significant growth in assets under management, the firm is continuing to expand its financial planning capability and is looking to strengthen its Worcester-based team with an experienced paraplanner who can support advisers in delivering high-quality, holistic financial planning advice to clients. The Role Working closely with Senior Wealth Planners, you will provide high-level technical support across a broad range of financial planning areas including pensions, investments, protection and tax planning . You will play a key role in researching solutions, preparing suitability reports, and supporting advisers in delivering tailored advice aligned with clients' objectives. This is a highly collaborative role within an established paraplanning function and offers the opportunity to work on complex financial planning cases within a well-resourced and professional environment. Key responsibilities include: Conducting detailed research across financial planning products and strategies Preparing clear, client-focused suitability reports and technical documentation Supporting advisers with cashflow modelling and financial planning analysis Assisting in the development of financial planning strategies to meet client objectives Acting as a technical reference point within the team Mentoring and supporting junior paraplanners and contributing to team development Ensuring all work adheres to regulatory and compliance requirements About You The ideal candidate will have strong technical knowledge and proven experience providing paraplanning support within a financial planning or wealth management environment. You will likely have: RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Experience supporting advisers across investments, pensions, and protection Strong suitability report writing and technical research experience Experience with cashflow modelling tools Excellent attention to detail and analytical skills A collaborative approach and interest in supporting junior colleagues Candidates working towards Chartered Financial Planner status would be particularly well suited to this role. The Opportunity This firm has an excellent reputation within the UK wealth management market and continues to invest heavily in its financial planning division. With a large and growing advice team, this role offers genuine long-term career progression, including the potential pathway into team leadership or management responsibilities . Package £55,000 - £62,000 base salary Discretionary bonus Comprehensive benefits package including pension, PMI and income protection Hybrid working (typically 3 days in the office after probation)
Senior Paraplanner Glasgow Wealth Management Hybrid Working to £62,000 plus excellent benefits package A leading UK wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning division . Following a series of recent acquisitions and significant growth in assets under management, the firm is continuing to expand its financial planning capability and is looking to strengthen its Glasgow-based team with an experienced paraplanner who can support advisers in delivering high-quality, holistic financial planning advice to clients. The Role Working closely with Senior Wealth Planners, you will provide high-level technical support across a broad range of financial planning areas including pensions, investments, protection and tax planning . You will play a key role in researching solutions, preparing suitability reports, and supporting advisers in delivering tailored advice aligned with clients' objectives. This is a highly collaborative role within an established paraplanning function and offers the opportunity to work on complex financial planning cases within a well-resourced and professional environment. Key responsibilities include: Conducting detailed research across financial planning products and strategies Preparing clear, client-focused suitability reports and technical documentation Supporting advisers with cashflow modelling and financial planning analysis Assisting in the development of financial planning strategies to meet client objectives Acting as a technical reference point within the team Mentoring and supporting junior paraplanners and contributing to team development Ensuring all work adheres to regulatory and compliance requirements About You The ideal candidate will have strong technical knowledge and proven experience providing paraplanning support within a financial planning or wealth management environment. You will likely have: RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Experience supporting advisers across investments, pensions, and protection Strong suitability report writing and technical research experience Experience with cashflow modelling tools Excellent attention to detail and analytical skills A collaborative approach and interest in supporting junior colleagues Candidates working towards Chartered Financial Planner status would be particularly well suited to this role. The Opportunity This firm has an excellent reputation within the UK wealth management market and continues to invest heavily in its financial planning division. With a large and growing advice team, this role offers genuine long-term career progression, including the potential pathway into team leadership or management responsibilities . Package £55,000 - £62,000 base salary Discretionary bonus Comprehensive benefits package including pension, PMI and income protection Hybrid working (typically 3 days in the office after probation)
Mar 27, 2026
Full time
Senior Paraplanner Glasgow Wealth Management Hybrid Working to £62,000 plus excellent benefits package A leading UK wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning division . Following a series of recent acquisitions and significant growth in assets under management, the firm is continuing to expand its financial planning capability and is looking to strengthen its Glasgow-based team with an experienced paraplanner who can support advisers in delivering high-quality, holistic financial planning advice to clients. The Role Working closely with Senior Wealth Planners, you will provide high-level technical support across a broad range of financial planning areas including pensions, investments, protection and tax planning . You will play a key role in researching solutions, preparing suitability reports, and supporting advisers in delivering tailored advice aligned with clients' objectives. This is a highly collaborative role within an established paraplanning function and offers the opportunity to work on complex financial planning cases within a well-resourced and professional environment. Key responsibilities include: Conducting detailed research across financial planning products and strategies Preparing clear, client-focused suitability reports and technical documentation Supporting advisers with cashflow modelling and financial planning analysis Assisting in the development of financial planning strategies to meet client objectives Acting as a technical reference point within the team Mentoring and supporting junior paraplanners and contributing to team development Ensuring all work adheres to regulatory and compliance requirements About You The ideal candidate will have strong technical knowledge and proven experience providing paraplanning support within a financial planning or wealth management environment. You will likely have: RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Experience supporting advisers across investments, pensions, and protection Strong suitability report writing and technical research experience Experience with cashflow modelling tools Excellent attention to detail and analytical skills A collaborative approach and interest in supporting junior colleagues Candidates working towards Chartered Financial Planner status would be particularly well suited to this role. The Opportunity This firm has an excellent reputation within the UK wealth management market and continues to invest heavily in its financial planning division. With a large and growing advice team, this role offers genuine long-term career progression, including the potential pathway into team leadership or management responsibilities . Package £55,000 - £62,000 base salary Discretionary bonus Comprehensive benefits package including pension, PMI and income protection Hybrid working (typically 3 days in the office after probation)
Senior Paraplanner Edinburgh Wealth Management Hybrid Working to £62,000 plus excellent benefits package A leading UK wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning division . Following a series of recent acquisitions and significant growth in assets under management, the firm is continuing to expand its financial planning capability and is looking to strengthen its Edinburgh-based team with an experienced paraplanner who can support advisers in delivering high-quality, holistic financial planning advice to clients. The Role Working closely with Senior Wealth Planners, you will provide high-level technical support across a broad range of financial planning areas including pensions, investments, protection and tax planning . You will play a key role in researching solutions, preparing suitability reports, and supporting advisers in delivering tailored advice aligned with clients' objectives. This is a highly collaborative role within an established paraplanning function and offers the opportunity to work on complex financial planning cases within a well-resourced and professional environment. Key responsibilities include: Conducting detailed research across financial planning products and strategies Preparing clear, client-focused suitability reports and technical documentation Supporting advisers with cashflow modelling and financial planning analysis Assisting in the development of financial planning strategies to meet client objectives Acting as a technical reference point within the team Mentoring and supporting junior paraplanners and contributing to team development Ensuring all work adheres to regulatory and compliance requirements About You The ideal candidate will have strong technical knowledge and proven experience providing paraplanning support within a financial planning or wealth management environment. You will likely have: RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Experience supporting advisers across investments, pensions, and protection Strong suitability report writing and technical research experience Experience with cashflow modelling tools Excellent attention to detail and analytical skills A collaborative approach and interest in supporting junior colleagues Candidates working towards Chartered Financial Planner status would be particularly well suited to this role. The Opportunity This firm has an excellent reputation within the UK wealth management market and continues to invest heavily in its financial planning division. With a large and growing advice team, this role offers genuine long-term career progression, including the potential pathway into team leadership or management responsibilities . Package £55,000 - £62,000 base salary Discretionary bonus Comprehensive benefits package including pension, PMI and income protection Hybrid working (typically 3 days in the office after probation)
Mar 27, 2026
Full time
Senior Paraplanner Edinburgh Wealth Management Hybrid Working to £62,000 plus excellent benefits package A leading UK wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning division . Following a series of recent acquisitions and significant growth in assets under management, the firm is continuing to expand its financial planning capability and is looking to strengthen its Edinburgh-based team with an experienced paraplanner who can support advisers in delivering high-quality, holistic financial planning advice to clients. The Role Working closely with Senior Wealth Planners, you will provide high-level technical support across a broad range of financial planning areas including pensions, investments, protection and tax planning . You will play a key role in researching solutions, preparing suitability reports, and supporting advisers in delivering tailored advice aligned with clients' objectives. This is a highly collaborative role within an established paraplanning function and offers the opportunity to work on complex financial planning cases within a well-resourced and professional environment. Key responsibilities include: Conducting detailed research across financial planning products and strategies Preparing clear, client-focused suitability reports and technical documentation Supporting advisers with cashflow modelling and financial planning analysis Assisting in the development of financial planning strategies to meet client objectives Acting as a technical reference point within the team Mentoring and supporting junior paraplanners and contributing to team development Ensuring all work adheres to regulatory and compliance requirements About You The ideal candidate will have strong technical knowledge and proven experience providing paraplanning support within a financial planning or wealth management environment. You will likely have: RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Experience supporting advisers across investments, pensions, and protection Strong suitability report writing and technical research experience Experience with cashflow modelling tools Excellent attention to detail and analytical skills A collaborative approach and interest in supporting junior colleagues Candidates working towards Chartered Financial Planner status would be particularly well suited to this role. The Opportunity This firm has an excellent reputation within the UK wealth management market and continues to invest heavily in its financial planning division. With a large and growing advice team, this role offers genuine long-term career progression, including the potential pathway into team leadership or management responsibilities . Package £55,000 - £62,000 base salary Discretionary bonus Comprehensive benefits package including pension, PMI and income protection Hybrid working (typically 3 days in the office after probation)
