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Senior Dev Ops Engineer
The Stepstone Group
Company Description At The Stepstone Group, we have a simple yet very important mission: The right job for everyone. Using our data, platform, and technology, we create opportunities for jobseekers and companies around the world to find a perfect match in fair and equitable way. With over 20 brands across 30+ countries, we strive for fair and unbiased hiring. Join our team of 4,000+ employees and be part of reshaping the labour market and becoming the worlds leading job platform. Job Description Join our Platform Engineering team and play a critical role in modernizing andoptimizingour development infrastructure.You'llbe responsible formanaging artifact repositories, ensuring stability of development and pre-production environments, and implementing automation that accelerates delivery whilemaintaininghigh standardsof reliability and security. This is an opportunity to make a tangible impact on how hundreds of engineers across The Stepstone Group build and deploy software. Our Developer PlatformatStepStoneempowers teams to build secure, high-quality software through intuitive tools, automated workflows, and robust governance. By fostering creativity, collaboration, and continuous improvement, our platform removes barriers and maximises developer flow, enabling every engineer to deliver impactful solutions that reflect our commitment to excellence and innovation. Key Responsibilities Lead the consolidation of our artifact management infrastructure, supporting 3.5 million daily requests across 5,000+ packages Design and implement strategies for package distribution, versioning, and dependency management Establish governance policies and security controls for artifact repositories Ensure the stability, availability, and performance of development and pre-production environments Design and implement comprehensive monitoring, alerting, and observability solutions Qualifications 5+ years of professional experience in DevOps, Platform Engineering, or Site Reliability Engineering roles AWS Certification (Solutions Architect, DevOps Engineer, SysOps Administrator, or similar) with hands-on experience across core AWS services including EC2, S3, RDS, Route53, CloudFront, and ECS/EKS Infrastructure-as-Code proficiency with Terraform, CloudFormation, or similar tools Linux/Unix systems administration with strong command-line skills and scripting abilities (Bash, Python, Go, or similar) Strong DNS knowledge including configuration, troubleshooting, and understanding of routing, zones, and records Additional information Were a community here that cares as much about your life outside work as how you feel when youre with us. Because your job shouldnt take over your life, it should enrich it. Here are some of the benefits we offer: 29 days holiday allowance + bank holidays Private medical and dental healthcare Matching pension contribution of 4 or 5% (after 3 years of service up to 10%) 24/7 Employee Assistance Programme Life Assurance Cover Cycle to work scheme Hybrid working model (3 days working fromthe office) Volunteering days and you can bring your dog to the office onMondays and Fridays! Our commitment Equal opportunities are important to us. We believe that diversity and inclusion at The Stepstone Group are critical to our success as a global company, so we want to recruit, develop, and keep the best talent. We encourage applications from everyone, regardless of background, gender identity, sexual orientation, disability status, ethnicity, belief, age, family or parental status, and any other characteristic. As a global business we further our DEI and sustainability progress by working with national and international bodies and are proud to have been recognised for our work - both locally and internationally, including: Armed Forces Covenant: Bronze Award, Employer Recognition Scheme EcoVadis: Bronze Award Fertility Friendly Employer, accredited by Fertility Matters at Work RIDI (Recruitment Industry Disability) Awards: Inclusive Technology Award 2024 Stonewall: Gold Award Stonewall: Top 100 Workplace Equality Index (85) JBRP1_UKTJ
Dec 07, 2025
Full time
Company Description At The Stepstone Group, we have a simple yet very important mission: The right job for everyone. Using our data, platform, and technology, we create opportunities for jobseekers and companies around the world to find a perfect match in fair and equitable way. With over 20 brands across 30+ countries, we strive for fair and unbiased hiring. Join our team of 4,000+ employees and be part of reshaping the labour market and becoming the worlds leading job platform. Job Description Join our Platform Engineering team and play a critical role in modernizing andoptimizingour development infrastructure.You'llbe responsible formanaging artifact repositories, ensuring stability of development and pre-production environments, and implementing automation that accelerates delivery whilemaintaininghigh standardsof reliability and security. This is an opportunity to make a tangible impact on how hundreds of engineers across The Stepstone Group build and deploy software. Our Developer PlatformatStepStoneempowers teams to build secure, high-quality software through intuitive tools, automated workflows, and robust governance. By fostering creativity, collaboration, and continuous improvement, our platform removes barriers and maximises developer flow, enabling every engineer to deliver impactful solutions that reflect our commitment to excellence and innovation. Key Responsibilities Lead the consolidation of our artifact management infrastructure, supporting 3.5 million daily requests across 5,000+ packages Design and implement strategies for package distribution, versioning, and dependency management Establish governance policies and security controls for artifact repositories Ensure the stability, availability, and performance of development and pre-production environments Design and implement comprehensive monitoring, alerting, and observability solutions Qualifications 5+ years of professional experience in DevOps, Platform Engineering, or Site Reliability Engineering roles AWS Certification (Solutions Architect, DevOps Engineer, SysOps Administrator, or similar) with hands-on experience across core AWS services including EC2, S3, RDS, Route53, CloudFront, and ECS/EKS Infrastructure-as-Code proficiency with Terraform, CloudFormation, or similar tools Linux/Unix systems administration with strong command-line skills and scripting abilities (Bash, Python, Go, or similar) Strong DNS knowledge including configuration, troubleshooting, and understanding of routing, zones, and records Additional information Were a community here that cares as much about your life outside work as how you feel when youre with us. Because your job shouldnt take over your life, it should enrich it. Here are some of the benefits we offer: 29 days holiday allowance + bank holidays Private medical and dental healthcare Matching pension contribution of 4 or 5% (after 3 years of service up to 10%) 24/7 Employee Assistance Programme Life Assurance Cover Cycle to work scheme Hybrid working model (3 days working fromthe office) Volunteering days and you can bring your dog to the office onMondays and Fridays! Our commitment Equal opportunities are important to us. We believe that diversity and inclusion at The Stepstone Group are critical to our success as a global company, so we want to recruit, develop, and keep the best talent. We encourage applications from everyone, regardless of background, gender identity, sexual orientation, disability status, ethnicity, belief, age, family or parental status, and any other characteristic. As a global business we further our DEI and sustainability progress by working with national and international bodies and are proud to have been recognised for our work - both locally and internationally, including: Armed Forces Covenant: Bronze Award, Employer Recognition Scheme EcoVadis: Bronze Award Fertility Friendly Employer, accredited by Fertility Matters at Work RIDI (Recruitment Industry Disability) Awards: Inclusive Technology Award 2024 Stonewall: Gold Award Stonewall: Top 100 Workplace Equality Index (85) JBRP1_UKTJ
Accounts Administrator
The Carroll Cleaning Company Halifax, Yorkshire
Could you be Carroll Cleaning's next Accounts Administrator? If you are a driven individual with excellent communication skills and the ability to prioritise your workload, this is the perfect opportunity for you. Apply now! Accounts Administrator Halifax, HX4 8DQ 35 hours per week - 9am - 5pm, Monday to Friday (Some flexibility to these hours may be required) Permanent position Between £27,000 and £ click apply for full job details
Dec 07, 2025
Full time
Could you be Carroll Cleaning's next Accounts Administrator? If you are a driven individual with excellent communication skills and the ability to prioritise your workload, this is the perfect opportunity for you. Apply now! Accounts Administrator Halifax, HX4 8DQ 35 hours per week - 9am - 5pm, Monday to Friday (Some flexibility to these hours may be required) Permanent position Between £27,000 and £ click apply for full job details
Lynx Employment Services Ltd
SEN Support Officer (Business Support Officer SEND & Inclusion)
Lynx Employment Services Ltd Halifax, Yorkshire
Location: HX1 (Calderdale) Rate: £14.82 per hour Contract until: 31/03/2026 Working arrangement: Hybrid a mix of home and council office working RP SEN Support Officer FINAL DBS: Basic DBS required (though the role profile mentions an Enhanced DBS , so its best to confirm which is current) RP SEN Support Officer FINAL Purpose: Provide business support to help the Local Authority meet its statutory duties u click apply for full job details
Dec 07, 2025
Seasonal
Location: HX1 (Calderdale) Rate: £14.82 per hour Contract until: 31/03/2026 Working arrangement: Hybrid a mix of home and council office working RP SEN Support Officer FINAL DBS: Basic DBS required (though the role profile mentions an Enhanced DBS , so its best to confirm which is current) RP SEN Support Officer FINAL Purpose: Provide business support to help the Local Authority meet its statutory duties u click apply for full job details
Premier Jobs UK Limited
Financial Advisor
Premier Jobs UK Limited Stourbridge, West Midlands
Our client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who can be at the early stages of their Adviser career who enjoys building strong relationships and provide excellent service to their clients. You should be hungry to grow this client bank organically through referrals and full holistic advice. As further acquisitions come on board you are likely to have additional higher value clients added to your portfolio. Successful Financial Planners in their team obtain growth through their high level of financial planning service and exceptional client relationships. You should focus on conducting in-depth reviews to understand your clients current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs. This role is ideal for someone who is at the beginning of their Financial Planning journey. Our client will look to develop your skills and knowledge in order to enable you to grow your client bank and income. Your salary will grow each year linked to your recurring income. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent You should have 1+ years experience as a Financial Advisor (ideally with CAS status) You be comfortable growing a client bank through referrals You should be familiar and use cash flow modelling also helps identify potential IHT liabilities and strategies to mitigate them efficiently You should have a client centric approach and have dedication to doing the right thing for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Starting salary of £50,000 OTE of c.£70,000 during first year with opportunity to grow substantially in future years Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Hybrid working Plus company benefits Company This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Locations Dudley / Wolverhampton / Worcester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Dec 07, 2025
Full time
Our client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who can be at the early stages of their Adviser career who enjoys building strong relationships and provide excellent service to their clients. You should be hungry to grow this client bank organically through referrals and full holistic advice. As further acquisitions come on board you are likely to have additional higher value clients added to your portfolio. Successful Financial Planners in their team obtain growth through their high level of financial planning service and exceptional client relationships. You should focus on conducting in-depth reviews to understand your clients current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs. This role is ideal for someone who is at the beginning of their Financial Planning journey. Our client will look to develop your skills and knowledge in order to enable you to grow your client bank and income. Your salary will grow each year linked to your recurring income. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent You should have 1+ years experience as a Financial Advisor (ideally with CAS status) You be comfortable growing a client bank through referrals You should be familiar and use cash flow modelling also helps identify potential IHT liabilities and strategies to mitigate them efficiently You should have a client centric approach and have dedication to doing the right thing for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Starting salary of £50,000 OTE of c.£70,000 during first year with opportunity to grow substantially in future years Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Hybrid working Plus company benefits Company This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Locations Dudley / Wolverhampton / Worcester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Search
Financial Services Administrator
Search Lindley, Yorkshire
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: o Pension Scheme o Private Medical Insurance (after qualifying period) o Professional development funding and exam support o Team social events and client entertainment opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 07, 2025
Full time
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: o Pension Scheme o Private Medical Insurance (after qualifying period) o Professional development funding and exam support o Team social events and client entertainment opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Search
Administrator
Search Lindley, Yorkshire
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: oPension Scheme oPrivate Medical Insurance (after qualifying period) oProfessional development funding and exam support oTeam social events and client entertainment opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 06, 2025
Full time
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: oPension Scheme oPrivate Medical Insurance (after qualifying period) oProfessional development funding and exam support oTeam social events and client entertainment opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Junior IFA Administrator (Career Progression to Paraplanner)
Ernest Gordon Recruitment Guildford, Surrey
Junior IFA Administrator (Career Progression to Paraplanner) Guildford Up to £45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More Are you a Junior IFA Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career where you can progress your career into paraplanning with a click apply for full job details
Dec 06, 2025
Full time
Junior IFA Administrator (Career Progression to Paraplanner) Guildford Up to £45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More Are you a Junior IFA Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career where you can progress your career into paraplanning with a click apply for full job details
Ernest Gordon Recruitment Limited
Financial Administrator (Paraplanning)
Ernest Gordon Recruitment Limited Guildford, Surrey
Financial Administrator (Paraplanning) Guildford 35,000 to 45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More Are you an Financial Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career into a supervisory position with a growing and respected company, offering study support, company training, company pension, health scheme, good work life balance and much more? Do you want to join a well established business, going from strength to strength in financial management as they grow and maintain their reputable and esteemed client base, placing value on their employees offering study support, company training and more great company benefits? On offer is a fantastic opportunity to join a respectable and growing wealth management company, focusing on providing exceptional services and looking to grow their expert team. With over 25 years of establishment, this company is leading the way in wealth and financial management for a range of clients, championing their employees by offering study support, health schemes, training and more. In this role you would be responsible for managing and leading the administration team and younger members of staff, working on general administrative tasks and assisting with paraplanning, ensuring financial plans are running smoothly. The ideal Financial Administrator would have come from a similar background, with experience in paraplanning looking for a supervisory role in financial management. The Role : Managing and assisting younger members of staff Assisting with paraplanning work General administrative checks and tasks The Person : Experience in IFA Administration, paraplanning or similar Part or fully qualified Local to Guildford Reference : 22635 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Dec 06, 2025
Full time
Financial Administrator (Paraplanning) Guildford 35,000 to 45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More Are you an Financial Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career into a supervisory position with a growing and respected company, offering study support, company training, company pension, health scheme, good work life balance and much more? Do you want to join a well established business, going from strength to strength in financial management as they grow and maintain their reputable and esteemed client base, placing value on their employees offering study support, company training and more great company benefits? On offer is a fantastic opportunity to join a respectable and growing wealth management company, focusing on providing exceptional services and looking to grow their expert team. With over 25 years of establishment, this company is leading the way in wealth and financial management for a range of clients, championing their employees by offering study support, health schemes, training and more. In this role you would be responsible for managing and leading the administration team and younger members of staff, working on general administrative tasks and assisting with paraplanning, ensuring financial plans are running smoothly. The ideal Financial Administrator would have come from a similar background, with experience in paraplanning looking for a supervisory role in financial management. The Role : Managing and assisting younger members of staff Assisting with paraplanning work General administrative checks and tasks The Person : Experience in IFA Administration, paraplanning or similar Part or fully qualified Local to Guildford Reference : 22635 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Placr Recruitment
IFA Administrator
Placr Recruitment Haywards Heath, Sussex
The Role A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients. This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You ll be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage. Reporting to the Operations and Client Services Manager, you ll help maintain efficient back-office systems, handle client documentation, and support the wider team in delivering first-class financial planning services. Key Responsibilities Provide administrative support to advisers and paraplanners across a range of financial planning activities. Maintain and update data within the firm s back-office systems. Prepare meeting packs, letters, valuations, and review reports. Liaise with clients and providers professionally by phone and email. Manage the adviser diary system and ensure meetings are well-prepared in advance. Submit new business through online portals and track progress to completion. Assist with compliance checks and ensure files meet FCA requirements. Keep internal processes and client documentation organised and accurate. Greet clients in person and ensure meeting rooms and documentation are ready. Support the continuous improvement of internal procedures and best practice. About You You ll be an experienced administrator with a background in financial services ideally within an IFA, wealth management, or financial planning environment. You ll take pride in accuracy, communication, and providing a high-quality service to clients and colleagues alike. Essential skills and experience: Proven experience in financial services administration. Excellent attention to detail and organisational ability. Strong written and verbal communication skills. Confident using Microsoft Office (Word, Excel, Outlook). Ability to manage multiple tasks and work to deadlines. Comfortable working both independently and as part of a close-knit team.
Dec 06, 2025
Full time
The Role A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients. This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You ll be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage. Reporting to the Operations and Client Services Manager, you ll help maintain efficient back-office systems, handle client documentation, and support the wider team in delivering first-class financial planning services. Key Responsibilities Provide administrative support to advisers and paraplanners across a range of financial planning activities. Maintain and update data within the firm s back-office systems. Prepare meeting packs, letters, valuations, and review reports. Liaise with clients and providers professionally by phone and email. Manage the adviser diary system and ensure meetings are well-prepared in advance. Submit new business through online portals and track progress to completion. Assist with compliance checks and ensure files meet FCA requirements. Keep internal processes and client documentation organised and accurate. Greet clients in person and ensure meeting rooms and documentation are ready. Support the continuous improvement of internal procedures and best practice. About You You ll be an experienced administrator with a background in financial services ideally within an IFA, wealth management, or financial planning environment. You ll take pride in accuracy, communication, and providing a high-quality service to clients and colleagues alike. Essential skills and experience: Proven experience in financial services administration. Excellent attention to detail and organisational ability. Strong written and verbal communication skills. Confident using Microsoft Office (Word, Excel, Outlook). Ability to manage multiple tasks and work to deadlines. Comfortable working both independently and as part of a close-knit team.
Placr Recruitment
IFA Operations Manager
Placr Recruitment Haywards Heath, Sussex
The Role An established and growing financial services business is seeking an experienced Operations and Client Services Manager to oversee administrative functions and ensure the smooth running of daily operations. This is a hands-on leadership role, responsible for managing workflow, maintaining client service standards, and supporting advisers and paraplanners in delivering an exceptional client experience. Key Responsibilities Manage day-to-day operational and client service activity within the business. Oversee and allocate workflow for the administrative team. Support advisers and paraplanners with all aspects of client administration and documentation. Maintain and enhance internal processes, templates, and systems. Lead, train, and mentor administrators to ensure high levels of performance and consistency. Prepare client review packs, valuations, and reports. Communicate with clients and product providers via phone and email in a professional manner. Ensure compliance with internal procedures and FCA requirements. Assist with strategic and ad-hoc projects as required. About You You ll be an experienced financial services administrator or operations professional who thrives in an organised, detail-driven role. You ll bring a proactive approach, confident leadership skills, and a genuine commitment to providing an excellent client experience. Essential skills and experience: Proven background in financial services administration (ideally within an IFA, wealth management, or financial planning environment). Experience in implementing and improving operational processes. Strong organisational and leadership skills. Excellent written and verbal communication. Confident using financial back-office systems and Microsoft Office. Ability to manage multiple priorities and work to deadlines.
Dec 06, 2025
Full time
The Role An established and growing financial services business is seeking an experienced Operations and Client Services Manager to oversee administrative functions and ensure the smooth running of daily operations. This is a hands-on leadership role, responsible for managing workflow, maintaining client service standards, and supporting advisers and paraplanners in delivering an exceptional client experience. Key Responsibilities Manage day-to-day operational and client service activity within the business. Oversee and allocate workflow for the administrative team. Support advisers and paraplanners with all aspects of client administration and documentation. Maintain and enhance internal processes, templates, and systems. Lead, train, and mentor administrators to ensure high levels of performance and consistency. Prepare client review packs, valuations, and reports. Communicate with clients and product providers via phone and email in a professional manner. Ensure compliance with internal procedures and FCA requirements. Assist with strategic and ad-hoc projects as required. About You You ll be an experienced financial services administrator or operations professional who thrives in an organised, detail-driven role. You ll bring a proactive approach, confident leadership skills, and a genuine commitment to providing an excellent client experience. Essential skills and experience: Proven background in financial services administration (ideally within an IFA, wealth management, or financial planning environment). Experience in implementing and improving operational processes. Strong organisational and leadership skills. Excellent written and verbal communication. Confident using financial back-office systems and Microsoft Office. Ability to manage multiple priorities and work to deadlines.
Ellis James Partners Ltd
Trainee IFA Administrator
Ellis James Partners Ltd City, London
Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms. If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step. You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup. Why this role You'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish. This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning. What's different Full office-based onboarding (4 months), then 3 days in / 2 from home Clear structure and ongoing support from experienced mentors A respected Partner Practice known for developing talent Genuine progression opportunities in a growing team Your role What you'll be doing: Helping prepare documents and reports for client meetings Updating client information and records on the CRM system Assisting advisers with new business and fund transfers Managing email correspondence and handling client queries Supporting the wider team with day-to-day admin tasks Learning how to process investments, pensions, and protection business What you'll need Strong attention to detail and good organisational skills Confident communicator who enjoys working with people Eager to learn and build a career in financial planning Basic IT skills (Microsoft Office, email, etc.) A positive, reliable attitude. Perks & lifestyle Hybrid working after initial training period 25+ days holiday plus bank holidays Full training and support with professional qualifications Friendly, collaborative team environment Modern London office with great transport links Sound like you? If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you. Hit apply or drop us a message in confidence to find out more.
Dec 06, 2025
Full time
Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms. If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step. You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup. Why this role You'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish. This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning. What's different Full office-based onboarding (4 months), then 3 days in / 2 from home Clear structure and ongoing support from experienced mentors A respected Partner Practice known for developing talent Genuine progression opportunities in a growing team Your role What you'll be doing: Helping prepare documents and reports for client meetings Updating client information and records on the CRM system Assisting advisers with new business and fund transfers Managing email correspondence and handling client queries Supporting the wider team with day-to-day admin tasks Learning how to process investments, pensions, and protection business What you'll need Strong attention to detail and good organisational skills Confident communicator who enjoys working with people Eager to learn and build a career in financial planning Basic IT skills (Microsoft Office, email, etc.) A positive, reliable attitude. Perks & lifestyle Hybrid working after initial training period 25+ days holiday plus bank holidays Full training and support with professional qualifications Friendly, collaborative team environment Modern London office with great transport links Sound like you? If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you. Hit apply or drop us a message in confidence to find out more.
Future Select Recruitment
Asbestos Surveyor / Analyst
Future Select Recruitment City, Sheffield
Job Title: Asbestos Surveyor / Analyst Location: Sheffield, South Yorkshire Salary/Benefits: 25k - 42k + Training & Benefits Our client is a recognised and respected name within the Asbestos industry. They hold UKAS accreditation and strong pockets of clients throughout the UK. Due to recent expansion, they are seeking an experienced Asbestos Surveyor / Analyst to service a mix of commercial, domestic and industrial client premises. Applicants must have a successful track record within the industry, as you will be expected to hit the ground running. They are offering attractive salaries and benefits, including: training, overtime, pension scheme and company vehicle. We can consider candidates from: Sheffield, Rotherham, Dronfield, Chesterfield, Worksop, Mansfield, Retford, Gainsborough, Conisborough, Mexborough, Barnsley, Goole, Pontefract, Castleford, Normanton, Wakefield, Huddersfield, Holmfirth, Batley, Dewsbury, Morley, Brighouse, Morley, Leeds, Bradford, Halifax, Nottingham, Derby, Beeston. Experience / Qualifications: - Must have strong experience as an Asbestos Surveyor / Analyst within a UKAS accredited company - Will hold the BOHS P402, P403 and P404 (or RSPH equivalent) - Excellent technical knowledge, including: HSG 264 and HSG 248 guidelines - Able to articulate technical matters to clients - Good literacy and numeracy skills - Comfortable using IT software The Role: - Conducting management, refurbishment, demolition and re-inspection asbestos surveys - Travelling across a mixed portfolio of commercial, domestic and industrial client sites - Collecting samples from site for analysis - Undertaking 4 Stage Clearances - Carrying out leak, background, reassurance, leak and smoke air testing - Producing thorough technical reports - Working on a variety of asbestos removals projects - Wearing correct PPE at all times - Meeting / exceeding set personal targets - Maintaining excellent working relationships with clients Alternative job titles: Asbestos Consultant, Asbestos Surveyor, Asbestos Inspector, Asbestos Analyst, Environmental Consultant. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
Dec 06, 2025
Full time
Job Title: Asbestos Surveyor / Analyst Location: Sheffield, South Yorkshire Salary/Benefits: 25k - 42k + Training & Benefits Our client is a recognised and respected name within the Asbestos industry. They hold UKAS accreditation and strong pockets of clients throughout the UK. Due to recent expansion, they are seeking an experienced Asbestos Surveyor / Analyst to service a mix of commercial, domestic and industrial client premises. Applicants must have a successful track record within the industry, as you will be expected to hit the ground running. They are offering attractive salaries and benefits, including: training, overtime, pension scheme and company vehicle. We can consider candidates from: Sheffield, Rotherham, Dronfield, Chesterfield, Worksop, Mansfield, Retford, Gainsborough, Conisborough, Mexborough, Barnsley, Goole, Pontefract, Castleford, Normanton, Wakefield, Huddersfield, Holmfirth, Batley, Dewsbury, Morley, Brighouse, Morley, Leeds, Bradford, Halifax, Nottingham, Derby, Beeston. Experience / Qualifications: - Must have strong experience as an Asbestos Surveyor / Analyst within a UKAS accredited company - Will hold the BOHS P402, P403 and P404 (or RSPH equivalent) - Excellent technical knowledge, including: HSG 264 and HSG 248 guidelines - Able to articulate technical matters to clients - Good literacy and numeracy skills - Comfortable using IT software The Role: - Conducting management, refurbishment, demolition and re-inspection asbestos surveys - Travelling across a mixed portfolio of commercial, domestic and industrial client sites - Collecting samples from site for analysis - Undertaking 4 Stage Clearances - Carrying out leak, background, reassurance, leak and smoke air testing - Producing thorough technical reports - Working on a variety of asbestos removals projects - Wearing correct PPE at all times - Meeting / exceeding set personal targets - Maintaining excellent working relationships with clients Alternative job titles: Asbestos Consultant, Asbestos Surveyor, Asbestos Inspector, Asbestos Analyst, Environmental Consultant. Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Level for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector. We are also interested in anyone with p401/p402/p403/p404/p404 or s301 CCP. We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills. Future Select Copyright 2025
THE INSTITUTE OF MASTERS OF WINE
Head of Study Programme
THE INSTITUTE OF MASTERS OF WINE
Head of Study Programme Reports to: Executive director (ED) Direct reports: Education programme manager, exam and research paper (RP) coordinator, North America administrator, Australasia administrator Salary: £55,000 - £60,000, depending on experience Application process: Apply with a covering letter and CV, outlining how your skills and experience apply to those outlined in the role description Apply by: 7 December (midnight, UK time) Phone interviews: W/C 8 December Final interview: 18 December Scope of the Role The head of study programme is responsible for the global delivery of the Master of Wine (MW) study programme and examinations. Within that remit they are responsible for building the membership of the Institute by attracting high calibre potential members and supporting them through the process of becoming Masters of Wine. The head of study programme oversees a team of five, works with a global network of MWs and students and is a member of the IMW's senior management team. The role requires regular travel and working during evening/weekends to attend and oversee the events related to the MW study programme (introductory courses, seminars, trips). Team management Management of a team of fiver and line management of a team of four including conducting performance reviews, providing feedback and support. Ensuring cross-team planning and collaboration so that deadlines are shared and pressure is managed well over the team Stakeholder management Works with and coordinates highly engaged, volunteer Masters of Wine in all aspects of the study programme and exam. Maintains strong relationships with the Institute of Masters of Wine (IMW) supporters and, where relevant, provides them with opportunities to contribute to the MW study programme. Works with supporters and sponsors and other contributors to develop opportunities for MW students (such as scholarships) and oversee the implementation of these opportunities. Develops a strong understanding of the student body and their perceptions of the programme and exam. Manages MW candidates' expectations globally. Study programme Ensures effective delivery of all study programme events, including course days and seminars. Attends seminars globally every year. Works closely with the study programme committee (SPCom) to continually improve the MW study programme. Main escalation point for students with complaints, issues or requests for special consideration. Represents the IMW at study programme events and in webinars to students. Ensure that the programme is delivered on time and to budget. In collaboration with education programme manager, have oversight of all communication with students, making sure that expectations are clear and well understood. Recruitment and admissions Work with the marketing and events manager to oversee the marketing and communication of education programme across all channels. Oversight of recruitment and admissions process, supporting education programme manager to ensure that the process is efficient and effective. With education programme manager, supports admissions committee (AdCom) to recruit strong candidates to the MW study programme. Examination Oversees the work of the exam and RP coordinator to ensure the effective, high-quality delivery of the annual examinations (stage one assessment, stage two exam and research paper). Final quality assurance of all examination-related administration, including: production of examination papers, distribution of scripts, exam software set up, results, announcement, etc. Producing reports on final exam results for exam and study programme board (ESPB), chief examiner and ED. Ensures that exam policies and procedures are up-to-date, understood and implemented consistently across all regions, including oversight of the appeals process. Ensures any examination software functions appropriately. Wine procurement and management Working alongside education officer, procure wines required for the MW study programme on a yearly basis, ensuring good value for money. Ensure operation efficiency in wine procurement, storage and shipping, making sure that wines arrive promptly and in good condition. Software and technology Responsible for maintenance of IMW's student database and ensuring clean and accurate data entered for all students both present and historical. Accountable for effective use of technology at all student events. Developing systems that improve student experience. Working with communications team, ensuring the student website is kept up to date and is easy to use and navigate. Working with operations manager, accountable for continuous improvement of the use of software used to manage the study programme. Ensuring team are well trained in how to use relevant technology. Budgets Working with the finance team, sets and agrees the yearly budget. Manages the budget for study programme and exam, ensuring careful financial management. Working with operations manager, increase operational and budgetary efficiencies to ensure that study programme can manage costs over the longer term. Committees Sits on, and secretariat to ESPB, ensuring that they are well supported to set the overall study programme strategy, and make continual improvement. Sit on other relevant committees: Admissions committee (AdCom) education committee (EdCom) and the examination committee (ExamCom). Facilitates the efficient operation of all committees listed above. Continuous Improvement In collaboration with ED and operations manager, recommends and implements changes in the delivery of the study programme to improve quality of delivery. Takes technical lead on developing the education and examination strategy. Keeps the Institute up to date with education and examination best practices. Ensures that policies and procedures are developed to respond to global changes. Works with the ED to maintain the Institute's relevance to the global wine industry. Identifies policy areas relating to the study programme or the examination that need development and to develop new or improved policies. In collaboration with operations manager, improves use of software and technology. The head of study programme will also support across wider IMW projects where required. Person specification Significant experience leading complex educational programmes or examinations delivered across multiple locations. Significant experience of stakeholder management working with high-level, industry leading experts in a creative and engaging way. Proven track record of delivering complex and multifaceted projects on time and within budget. Experience of managing successful teams within dynamic and changing environments. High level data analysis skills. Ability to work under pressure and on own initiative. Experience of working and travelling internationally. Experience of using the latest technology to enhance educational delivery. An effective communicator with the ability to adapt style to suit audience. High degree of emotional and cultural intelligence, diplomacy and organisational awareness. The ability to motivate and enthuse colleagues and stakeholders in meeting high standards and delivering client focused outcomes. Ability to respond to challenges, create and implement novel solutions. Meticulous attention to detail. An interest in the world of wine and a passion for high-quality learning outcomes. The desire to strive towards and maintain outstanding standards for the Institute Experience within the wine industry is not required for this role, however a genuine interest in the subject is essential. A second language is desirable. How to Apply Click on the 'Apply now' button below. Please upload your CV and a cover letter. The closing date for applications is Sunday 7th December 2025.
Dec 06, 2025
Full time
Head of Study Programme Reports to: Executive director (ED) Direct reports: Education programme manager, exam and research paper (RP) coordinator, North America administrator, Australasia administrator Salary: £55,000 - £60,000, depending on experience Application process: Apply with a covering letter and CV, outlining how your skills and experience apply to those outlined in the role description Apply by: 7 December (midnight, UK time) Phone interviews: W/C 8 December Final interview: 18 December Scope of the Role The head of study programme is responsible for the global delivery of the Master of Wine (MW) study programme and examinations. Within that remit they are responsible for building the membership of the Institute by attracting high calibre potential members and supporting them through the process of becoming Masters of Wine. The head of study programme oversees a team of five, works with a global network of MWs and students and is a member of the IMW's senior management team. The role requires regular travel and working during evening/weekends to attend and oversee the events related to the MW study programme (introductory courses, seminars, trips). Team management Management of a team of fiver and line management of a team of four including conducting performance reviews, providing feedback and support. Ensuring cross-team planning and collaboration so that deadlines are shared and pressure is managed well over the team Stakeholder management Works with and coordinates highly engaged, volunteer Masters of Wine in all aspects of the study programme and exam. Maintains strong relationships with the Institute of Masters of Wine (IMW) supporters and, where relevant, provides them with opportunities to contribute to the MW study programme. Works with supporters and sponsors and other contributors to develop opportunities for MW students (such as scholarships) and oversee the implementation of these opportunities. Develops a strong understanding of the student body and their perceptions of the programme and exam. Manages MW candidates' expectations globally. Study programme Ensures effective delivery of all study programme events, including course days and seminars. Attends seminars globally every year. Works closely with the study programme committee (SPCom) to continually improve the MW study programme. Main escalation point for students with complaints, issues or requests for special consideration. Represents the IMW at study programme events and in webinars to students. Ensure that the programme is delivered on time and to budget. In collaboration with education programme manager, have oversight of all communication with students, making sure that expectations are clear and well understood. Recruitment and admissions Work with the marketing and events manager to oversee the marketing and communication of education programme across all channels. Oversight of recruitment and admissions process, supporting education programme manager to ensure that the process is efficient and effective. With education programme manager, supports admissions committee (AdCom) to recruit strong candidates to the MW study programme. Examination Oversees the work of the exam and RP coordinator to ensure the effective, high-quality delivery of the annual examinations (stage one assessment, stage two exam and research paper). Final quality assurance of all examination-related administration, including: production of examination papers, distribution of scripts, exam software set up, results, announcement, etc. Producing reports on final exam results for exam and study programme board (ESPB), chief examiner and ED. Ensures that exam policies and procedures are up-to-date, understood and implemented consistently across all regions, including oversight of the appeals process. Ensures any examination software functions appropriately. Wine procurement and management Working alongside education officer, procure wines required for the MW study programme on a yearly basis, ensuring good value for money. Ensure operation efficiency in wine procurement, storage and shipping, making sure that wines arrive promptly and in good condition. Software and technology Responsible for maintenance of IMW's student database and ensuring clean and accurate data entered for all students both present and historical. Accountable for effective use of technology at all student events. Developing systems that improve student experience. Working with communications team, ensuring the student website is kept up to date and is easy to use and navigate. Working with operations manager, accountable for continuous improvement of the use of software used to manage the study programme. Ensuring team are well trained in how to use relevant technology. Budgets Working with the finance team, sets and agrees the yearly budget. Manages the budget for study programme and exam, ensuring careful financial management. Working with operations manager, increase operational and budgetary efficiencies to ensure that study programme can manage costs over the longer term. Committees Sits on, and secretariat to ESPB, ensuring that they are well supported to set the overall study programme strategy, and make continual improvement. Sit on other relevant committees: Admissions committee (AdCom) education committee (EdCom) and the examination committee (ExamCom). Facilitates the efficient operation of all committees listed above. Continuous Improvement In collaboration with ED and operations manager, recommends and implements changes in the delivery of the study programme to improve quality of delivery. Takes technical lead on developing the education and examination strategy. Keeps the Institute up to date with education and examination best practices. Ensures that policies and procedures are developed to respond to global changes. Works with the ED to maintain the Institute's relevance to the global wine industry. Identifies policy areas relating to the study programme or the examination that need development and to develop new or improved policies. In collaboration with operations manager, improves use of software and technology. The head of study programme will also support across wider IMW projects where required. Person specification Significant experience leading complex educational programmes or examinations delivered across multiple locations. Significant experience of stakeholder management working with high-level, industry leading experts in a creative and engaging way. Proven track record of delivering complex and multifaceted projects on time and within budget. Experience of managing successful teams within dynamic and changing environments. High level data analysis skills. Ability to work under pressure and on own initiative. Experience of working and travelling internationally. Experience of using the latest technology to enhance educational delivery. An effective communicator with the ability to adapt style to suit audience. High degree of emotional and cultural intelligence, diplomacy and organisational awareness. The ability to motivate and enthuse colleagues and stakeholders in meeting high standards and delivering client focused outcomes. Ability to respond to challenges, create and implement novel solutions. Meticulous attention to detail. An interest in the world of wine and a passion for high-quality learning outcomes. The desire to strive towards and maintain outstanding standards for the Institute Experience within the wine industry is not required for this role, however a genuine interest in the subject is essential. A second language is desirable. How to Apply Click on the 'Apply now' button below. Please upload your CV and a cover letter. The closing date for applications is Sunday 7th December 2025.
TEAM
Independent Financial Advisor (IFA)
TEAM
A well-established and growing financial planning business are seeking an experienced Independent Financial Advisor (IFA) to join their team covering the London and surrey Borders. This is an excellent opportunity for a motivated, client-focused advisor who is committed to providing high-quality, holistic financial planning and investment advice. As Independent Financial Advisor (IFA) you will: Build and maintain strong client relationships to support ongoing business growth. Provide holistic financial planning advice based on each clients individual needs. Create and implement personalised financial plans, using a structured client journey. Conduct full fact-finding, risk assessments, cash-flow modelling and scenario planning. Prepare documentation, meeting notes, and income/expenditure analysis. Deliver ongoing client reviews and ensure all recommendations remain suitable. Promote the business within professional networks and local communities. Ensure all advice meets FCA regulations, including Consumer Duty requirements. Work collaboratively with the internal team to deliver a high-quality client experience. Bring an existing client bank (if applicable) and continue to develop those relationships. Maintain CPD and meet all regulatory competence standards. We are looking for an Independent Financial Advisor (IFA) with the following Qualifications & Experience: Diploma in Financial Planning (DipPFS / Level 4 Qualified). SPS and current FCA authorisation. Previous experience as a Financial Advisor, ideally within an independent environment. Strong knowledge of investments, retirement planning, IHT, SIPPs and SSAS. High ethical standards and a genuine client-first approach. Confident working independently and managing your own diary and client base. Experience using financial planning tools and CRM systems (Plannr preferred). In return you will receive a salary of £75,000 per annum and benefits include: Competitive remuneration package (base salary + attractive fee splits) 10% bonus paid on company targets met paid twice yearly Full marketing support with a steady flow of new enquiries Administrative and compliance support Access to research, platforms, and industry-leading tools Flexible and supportive working environment (hybrid or remote) Ongoing professional development and progression opportunities Work within a long-established firm (35+ years) now partly acquired by the largest Nordic financial group, ensuring stability and growth If this sounds like the Independent Financial Advisor (IFA) role for you, click apply now. Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to. JBRP1_UKTJ
Dec 06, 2025
Full time
A well-established and growing financial planning business are seeking an experienced Independent Financial Advisor (IFA) to join their team covering the London and surrey Borders. This is an excellent opportunity for a motivated, client-focused advisor who is committed to providing high-quality, holistic financial planning and investment advice. As Independent Financial Advisor (IFA) you will: Build and maintain strong client relationships to support ongoing business growth. Provide holistic financial planning advice based on each clients individual needs. Create and implement personalised financial plans, using a structured client journey. Conduct full fact-finding, risk assessments, cash-flow modelling and scenario planning. Prepare documentation, meeting notes, and income/expenditure analysis. Deliver ongoing client reviews and ensure all recommendations remain suitable. Promote the business within professional networks and local communities. Ensure all advice meets FCA regulations, including Consumer Duty requirements. Work collaboratively with the internal team to deliver a high-quality client experience. Bring an existing client bank (if applicable) and continue to develop those relationships. Maintain CPD and meet all regulatory competence standards. We are looking for an Independent Financial Advisor (IFA) with the following Qualifications & Experience: Diploma in Financial Planning (DipPFS / Level 4 Qualified). SPS and current FCA authorisation. Previous experience as a Financial Advisor, ideally within an independent environment. Strong knowledge of investments, retirement planning, IHT, SIPPs and SSAS. High ethical standards and a genuine client-first approach. Confident working independently and managing your own diary and client base. Experience using financial planning tools and CRM systems (Plannr preferred). In return you will receive a salary of £75,000 per annum and benefits include: Competitive remuneration package (base salary + attractive fee splits) 10% bonus paid on company targets met paid twice yearly Full marketing support with a steady flow of new enquiries Administrative and compliance support Access to research, platforms, and industry-leading tools Flexible and supportive working environment (hybrid or remote) Ongoing professional development and progression opportunities Work within a long-established firm (35+ years) now partly acquired by the largest Nordic financial group, ensuring stability and growth If this sounds like the Independent Financial Advisor (IFA) role for you, click apply now. Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to. JBRP1_UKTJ
Aberdeen
Senior Engineer (Azure)
Aberdeen Edinburgh, Midlothian
At Aberdeen, our ambition is to be the UK's leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients' evolving needs: interactive investor, the UK's second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them. Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes. About the Department Join Aberdeen's Investments department, where we help clients plan and invest with confidence for a brighter future. Our dynamic Data Tribe, led by the Chief Data Officer, is revolutionizing data accessibility and innovation through a cutting-edge Data Mesh architecture. Collaborate with passionate teams to unlock powerful data insights that drive sustainable investment and fuel scalable growth. Be part of a forward-thinking environment making a real impact. About the Role As a Data Platform Engineer at Aberdeen, you will be at the heart of building and evolving a modern, cloud-based data platform using Azure, Snowflake, DBT, and Microsoft Fabric. Working within a Data Mesh architecture, you will enable decentralized data ownership and empower domain teams through self-service data capabilities. Your expertise will drive the design, implementation, and automation of scalable, secure data solutions, ensuring high performance, governance, and compliance. This is a pivotal role where you will collaborate closely with cross-functional teams to deliver innovative data products that fuel business growth and unlock meaningful insights. Key Responsibilities About the Candidate Design and implement a Data Mesh architecture, enabling decentralized data ownership and collaboration across domain teams. Develop and maintain scalable cloud data infrastructure using Azure, Snowflake, DBT, and Microsoft Fabric, ensuring performance and automation. Build self-service data platforms and automate data pipelines to empower domain teams to manage their own data products independently. Collaborate with teams to define data product standards, governance policies, and ensure compliance with security and regulatory requirements. Optimize data warehousing and orchestration workflows for efficiency, cost-effectiveness, and reliability across distributed data products. Provide technical guidance, monitoring, and support to domain teams, fostering knowledge sharing and continuous improvement. The ideal candidate will possess the following: Strong hands-on experience with Azure services, including resource groups, networking, Data Factory, Key Vault, and Azure Fabric. Proven expertise in Snowflake administration, including database/user management, warehouses, role-based access control, and data sharing. Solid experience with DBT for data transformation, including best practices for modular, testable, and version-controlled data models. Proficiency in infrastructure-as-code deployments, especially using Terraform for Azure, Snowflake, and related platforms. Experience with Azure DevOps CI/CD pipelines, including YAML pipeline creation, artifact management, and automated secrets handling. Good Scripting skills in SQL, PowerShell, and Python, combined with a strong understanding of security, compliance, and agile delivery methodologies.About the department We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days' annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits - including gym discounts, season ticket loans and access to an employee discount portal. Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas - our vectors of growth - focused on our clients' changing needs. An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we'd like to hear from you. At Aberdeen we've adopted a blended working' approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements - for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability - please let us know and we'll be happy to help. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
Dec 06, 2025
Full time
At Aberdeen, our ambition is to be the UK's leading Wealth & Investments group. Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry's best talent. Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society. We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent. Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients' evolving needs: interactive investor, the UK's second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them. Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers. Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes. About the Department Join Aberdeen's Investments department, where we help clients plan and invest with confidence for a brighter future. Our dynamic Data Tribe, led by the Chief Data Officer, is revolutionizing data accessibility and innovation through a cutting-edge Data Mesh architecture. Collaborate with passionate teams to unlock powerful data insights that drive sustainable investment and fuel scalable growth. Be part of a forward-thinking environment making a real impact. About the Role As a Data Platform Engineer at Aberdeen, you will be at the heart of building and evolving a modern, cloud-based data platform using Azure, Snowflake, DBT, and Microsoft Fabric. Working within a Data Mesh architecture, you will enable decentralized data ownership and empower domain teams through self-service data capabilities. Your expertise will drive the design, implementation, and automation of scalable, secure data solutions, ensuring high performance, governance, and compliance. This is a pivotal role where you will collaborate closely with cross-functional teams to deliver innovative data products that fuel business growth and unlock meaningful insights. Key Responsibilities About the Candidate Design and implement a Data Mesh architecture, enabling decentralized data ownership and collaboration across domain teams. Develop and maintain scalable cloud data infrastructure using Azure, Snowflake, DBT, and Microsoft Fabric, ensuring performance and automation. Build self-service data platforms and automate data pipelines to empower domain teams to manage their own data products independently. Collaborate with teams to define data product standards, governance policies, and ensure compliance with security and regulatory requirements. Optimize data warehousing and orchestration workflows for efficiency, cost-effectiveness, and reliability across distributed data products. Provide technical guidance, monitoring, and support to domain teams, fostering knowledge sharing and continuous improvement. The ideal candidate will possess the following: Strong hands-on experience with Azure services, including resource groups, networking, Data Factory, Key Vault, and Azure Fabric. Proven expertise in Snowflake administration, including database/user management, warehouses, role-based access control, and data sharing. Solid experience with DBT for data transformation, including best practices for modular, testable, and version-controlled data models. Proficiency in infrastructure-as-code deployments, especially using Terraform for Azure, Snowflake, and related platforms. Experience with Azure DevOps CI/CD pipelines, including YAML pipeline creation, artifact management, and automated secrets handling. Good Scripting skills in SQL, PowerShell, and Python, combined with a strong understanding of security, compliance, and agile delivery methodologies.About the department We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process. Our benefits There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported. When you join us, your reward will be one of the best around. This includes 40 days' annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits - including gym discounts, season ticket loans and access to an employee discount portal. Our business Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas - our vectors of growth - focused on our clients' changing needs. An inclusive way of working Whatever way you like to work, if you have the talent and commitment to join our team, we'd like to hear from you. At Aberdeen we've adopted a blended working' approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business. An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements - for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability - please let us know and we'll be happy to help. We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
Wise Monkey Recruitment ltd
IFA - Mortgage advisor - self employed
Wise Monkey Recruitment ltd Cranleigh, Surrey
Job Title: Mortgage Advisor Location: Cranleigh (Hybrid working available) About the Role We re looking for a driven Mortgage Advisor to provide tailored mortgage and protection advice to clients. You ll receive full training and ongoing support, including lead generation, marketing resources, and coaching in client development. With flexible hybrid working in modern offices, this role is perfect for someone passionate about delivering excellent advice and outstanding customer service. Key Responsibilities Provide expert mortgage and protection advice to clients Manage cases from enquiry through to completion Build and maintain strong client relationships to generate referrals Keep up-to-date with industry knowledge and CPD requirements Requirements CeMAP or CII Certificate in Mortgage Advice (or equivalent) Located within 60 minutes of Cranleigh for training and team activities Excellent communication skills and ability to build rapport quickly Benefits Generous commission splits of up to 70% on self-generated business Flexible hybrid working and modern office environment Quality lead support and marketing resources Ongoing training, CPD, and pathway to CAS Administrative support as volumes increase Potential to move into full financial advice If you re ambitious, client-focused, and looking to grow your career in mortgage advice, apply today! Please note, due to volume, we are unable to respond to unsuccessful applications.
Dec 06, 2025
Full time
Job Title: Mortgage Advisor Location: Cranleigh (Hybrid working available) About the Role We re looking for a driven Mortgage Advisor to provide tailored mortgage and protection advice to clients. You ll receive full training and ongoing support, including lead generation, marketing resources, and coaching in client development. With flexible hybrid working in modern offices, this role is perfect for someone passionate about delivering excellent advice and outstanding customer service. Key Responsibilities Provide expert mortgage and protection advice to clients Manage cases from enquiry through to completion Build and maintain strong client relationships to generate referrals Keep up-to-date with industry knowledge and CPD requirements Requirements CeMAP or CII Certificate in Mortgage Advice (or equivalent) Located within 60 minutes of Cranleigh for training and team activities Excellent communication skills and ability to build rapport quickly Benefits Generous commission splits of up to 70% on self-generated business Flexible hybrid working and modern office environment Quality lead support and marketing resources Ongoing training, CPD, and pathway to CAS Administrative support as volumes increase Potential to move into full financial advice If you re ambitious, client-focused, and looking to grow your career in mortgage advice, apply today! Please note, due to volume, we are unable to respond to unsuccessful applications.
Sellick Partnership
Private Client Partner
Sellick Partnership Oxford, Oxfordshire
We're currently working with a leading Legal 500 firm based in Oxford that's seeking an exceptional Private Client Partner . This is a standout opportunity for a senior private client law specialist looking to take their career to the next level within a firm known for its excellence, innovation, and supportive culture. This role would involve building up a practice, so it would be a fantastic opportunity for those who want to make something their own. Your responsibilities will include: Manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, providing expert advice on estate planning, wills, trusts, tax, and succession matters. Lead and supervise the private client team, providing mentoring, support, and oversight to ensure high standards of legal service and client care. Oversee complex matters, including inheritance tax planning, probate and estate administration, lasting powers of attorney, and cross-border issues. Drive business development efforts, building relationships with clients, intermediaries, and referral networks to grow the practice. Collaborate with other departments, such as family, corporate, and property, to deliver holistic advice to clients with multifaceted needs. Contribute to the strategic direction of the private client department, including marketing, recruitment, budgeting, and operational planning. Ensure regulatory compliance with SRA and other relevant legal or professional obligations. Represent the firm at client events, professional forums, and networking opportunities, reinforcing the firm's brand and reputation. The successful candidate: Qualified solicitor in England & Wales with 8 + years PQE in private client law. Expertise in a broad range of private client matters, including wills, trusts, probate, tax planning, and estate administration. Proven experience advising high-net-worth individuals, families, and business owners on complex estate and succession planning. A strong track record of client relationship management and business development. Previous experience at senior associate, legal director, or partner level within a reputable firm. Strong leadership and team management skills, with the ability to mentor and support junior lawyers and staff. Excellent communication and interpersonal skills, with a high level of discretion and client care. Solid technical knowledge of inheritance tax, capital gains tax, and trust law. Commercial awareness and a proactive, strategic approach to practice growth. In exchange, the firm is willing to offer a competitive salary and generous benefits package. Apply Now For more information, contact Faith Kelly at Sellick Partnership, or apply within. Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.
Dec 06, 2025
Full time
We're currently working with a leading Legal 500 firm based in Oxford that's seeking an exceptional Private Client Partner . This is a standout opportunity for a senior private client law specialist looking to take their career to the next level within a firm known for its excellence, innovation, and supportive culture. This role would involve building up a practice, so it would be a fantastic opportunity for those who want to make something their own. Your responsibilities will include: Manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, providing expert advice on estate planning, wills, trusts, tax, and succession matters. Lead and supervise the private client team, providing mentoring, support, and oversight to ensure high standards of legal service and client care. Oversee complex matters, including inheritance tax planning, probate and estate administration, lasting powers of attorney, and cross-border issues. Drive business development efforts, building relationships with clients, intermediaries, and referral networks to grow the practice. Collaborate with other departments, such as family, corporate, and property, to deliver holistic advice to clients with multifaceted needs. Contribute to the strategic direction of the private client department, including marketing, recruitment, budgeting, and operational planning. Ensure regulatory compliance with SRA and other relevant legal or professional obligations. Represent the firm at client events, professional forums, and networking opportunities, reinforcing the firm's brand and reputation. The successful candidate: Qualified solicitor in England & Wales with 8 + years PQE in private client law. Expertise in a broad range of private client matters, including wills, trusts, probate, tax planning, and estate administration. Proven experience advising high-net-worth individuals, families, and business owners on complex estate and succession planning. A strong track record of client relationship management and business development. Previous experience at senior associate, legal director, or partner level within a reputable firm. Strong leadership and team management skills, with the ability to mentor and support junior lawyers and staff. Excellent communication and interpersonal skills, with a high level of discretion and client care. Solid technical knowledge of inheritance tax, capital gains tax, and trust law. Commercial awareness and a proactive, strategic approach to practice growth. In exchange, the firm is willing to offer a competitive salary and generous benefits package. Apply Now For more information, contact Faith Kelly at Sellick Partnership, or apply within. Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.
Paraplanner
Castle View Personnel Inverness, Highland
Title: Paraplanner/Senior Administrator Type: Permanent Hours: Full Time Salary: £35,000 - £40,000 + bonus (depending on experience/qualifications) Location: Inverness (hybrid working available) Summary: We are looking for an experienced Paraplanner/Senior Administrator to join our Inverness based client. This is an excellent career opportunity within a highly supportive environment with encouragement towards further professional development and qualifications. Person Specification: Experience of working in an IFA office is preferred although experience of the wider financial service sector will also be considered. An understanding of the regulatory framework governing the financial service sector in the UK. Ability to work with accuracy and attention to detail. Strong communication and interpersonal skills with the ability to liaise with a range of clients and colleagues. Excellent administrative and IT skills. Duties include: Assist in the preparation of annual reviews for new and existing clients. Product and fund research. Production of recommendations and suitability letters. Completion of investment and pension forms and trades. Dealing with client enquiries. Provision of extensive administrative support. Comprehensive benefits package including pension, death in service cover and free parking at office. JBRP1_UKTJ
Dec 06, 2025
Full time
Title: Paraplanner/Senior Administrator Type: Permanent Hours: Full Time Salary: £35,000 - £40,000 + bonus (depending on experience/qualifications) Location: Inverness (hybrid working available) Summary: We are looking for an experienced Paraplanner/Senior Administrator to join our Inverness based client. This is an excellent career opportunity within a highly supportive environment with encouragement towards further professional development and qualifications. Person Specification: Experience of working in an IFA office is preferred although experience of the wider financial service sector will also be considered. An understanding of the regulatory framework governing the financial service sector in the UK. Ability to work with accuracy and attention to detail. Strong communication and interpersonal skills with the ability to liaise with a range of clients and colleagues. Excellent administrative and IT skills. Duties include: Assist in the preparation of annual reviews for new and existing clients. Product and fund research. Production of recommendations and suitability letters. Completion of investment and pension forms and trades. Dealing with client enquiries. Provision of extensive administrative support. Comprehensive benefits package including pension, death in service cover and free parking at office. JBRP1_UKTJ
CV Elite Ltd
Client Relationship Manager
CV Elite Ltd Luton, Bedfordshire
The Role: I am recruiting a Client Relationship Manager (Financial Adviser Support, IFA Administrator) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1 . Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters cli click apply for full job details
Dec 05, 2025
Full time
The Role: I am recruiting a Client Relationship Manager (Financial Adviser Support, IFA Administrator) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1 . Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters cli click apply for full job details
Thrive Group
Financial Services Administrator
Thrive Group Trowbridge, Wiltshire
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Dec 05, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH

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