Were hiring: Platform Data Specialist Bristol Are you a detail-driven data expert with a passion for financial services? Were looking for a Platform Data Specialist to join a fast-growing wealth management business. This is a high-impact role where youll combine data analysis with platform expertise to deliver on major projects such as asset migrations, M&A activity, due diligence, and regulatory ana click apply for full job details
Oct 11, 2025
Full time
Were hiring: Platform Data Specialist Bristol Are you a detail-driven data expert with a passion for financial services? Were looking for a Platform Data Specialist to join a fast-growing wealth management business. This is a high-impact role where youll combine data analysis with platform expertise to deliver on major projects such as asset migrations, M&A activity, due diligence, and regulatory ana click apply for full job details
Senior Auditor Gloucestershire Competitive Salary + Benefits Ready to take the next step in your audit career? CAP Resourcing is working with a respected, growing accountancy practice in Gloucestershire to find a talented Senior Auditor. The role: Youll lead on audits for a varied client base, acting as a trusted point of contact while ensuring compliance and quality click apply for full job details
Oct 09, 2025
Full time
Senior Auditor Gloucestershire Competitive Salary + Benefits Ready to take the next step in your audit career? CAP Resourcing is working with a respected, growing accountancy practice in Gloucestershire to find a talented Senior Auditor. The role: Youll lead on audits for a varied client base, acting as a trusted point of contact while ensuring compliance and quality click apply for full job details
Were hiring: Platform Data Specialist Bristol Are you a detail-driven data expert with a passion for financial services? Were looking for a Platform Data Specialist to join a fast-growing wealth management business. This is a high-impact role where youll combine data analysis with platform expertise to deliver on major projects such as asset migrations, M&A activity, due diligence, and regulatory ana click apply for full job details
Oct 08, 2025
Full time
Were hiring: Platform Data Specialist Bristol Are you a detail-driven data expert with a passion for financial services? Were looking for a Platform Data Specialist to join a fast-growing wealth management business. This is a high-impact role where youll combine data analysis with platform expertise to deliver on major projects such as asset migrations, M&A activity, due diligence, and regulatory ana click apply for full job details
Paraplanner Worcestershire (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Worcestershire. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.
Oct 07, 2025
Full time
Paraplanner Worcestershire (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Worcestershire. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.
Paraplanner Droitwich (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Droitwich. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.
Oct 06, 2025
Full time
Paraplanner Droitwich (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Droitwich. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.
Senior Client Services Administrator - Wealth Management Worcestershire / Hybrid c£30,000 + Benefits Are you an experienced Administrator with a background in wealth management who loves delivering exceptional client service? We're working with a well-established, highly regarded wealth management firm known for its personal approach, strong ethics, and genuine commitment to putting clients first. With steady growth and an excellent reputation across the region, this is a fantastic opportunity to join a supportive team where your contribution really matters. The Role As Senior Client Services Administrator, you'll work closely with Financial Planners to ensure a seamless client experience and smooth day-to-day operations. You'll take ownership of workflows, use technology to streamline processes, and act as a trusted point of contact for clients, always communicating with clarity and care. You'll also manage client records, process business, and oversee AML documentation, ensuring compliance and accuracy at every stage. Beyond your core responsibilities, you'll play a key role in supporting and mentoring team members, helping to drive continual improvement across the function. What You'll Bring Proven experience in financial planning or wealth management administration Ideally CII, CISI, or LIBF qualified to Level 3 or above (or working towards it) Excellent organisational and communication skills A proactive, team-focused mindset and genuine passion for client service What's on Offer A competitive salary, private medical insurance, 22 days' holiday plus Christmas closure and bank holidays, pension, and a collaborative environment where you'll be encouraged to grow and develop. If you're looking for a role where your experience will be valued and your voice heard, this could be the perfect next step.
Oct 06, 2025
Full time
Senior Client Services Administrator - Wealth Management Worcestershire / Hybrid c£30,000 + Benefits Are you an experienced Administrator with a background in wealth management who loves delivering exceptional client service? We're working with a well-established, highly regarded wealth management firm known for its personal approach, strong ethics, and genuine commitment to putting clients first. With steady growth and an excellent reputation across the region, this is a fantastic opportunity to join a supportive team where your contribution really matters. The Role As Senior Client Services Administrator, you'll work closely with Financial Planners to ensure a seamless client experience and smooth day-to-day operations. You'll take ownership of workflows, use technology to streamline processes, and act as a trusted point of contact for clients, always communicating with clarity and care. You'll also manage client records, process business, and oversee AML documentation, ensuring compliance and accuracy at every stage. Beyond your core responsibilities, you'll play a key role in supporting and mentoring team members, helping to drive continual improvement across the function. What You'll Bring Proven experience in financial planning or wealth management administration Ideally CII, CISI, or LIBF qualified to Level 3 or above (or working towards it) Excellent organisational and communication skills A proactive, team-focused mindset and genuine passion for client service What's on Offer A competitive salary, private medical insurance, 22 days' holiday plus Christmas closure and bank holidays, pension, and a collaborative environment where you'll be encouraged to grow and develop. If you're looking for a role where your experience will be valued and your voice heard, this could be the perfect next step.
