4 jobs found

Chartered Paraplanner/Junior - Maidenhead (Hybrid) Salary: Up to £60,000 + 10% KPI Bonus Recruit UK are working with a highly regarded independent financial planning firm in London who are looking to appoint a Chartered Senior Paraplanner to join their collaborative and technically strong team. This is a fantastic opportunity to join a business that delivers true whole-of-market advice, avoiding restricted or process-driven models. The firm prides itself on high-quality, bespoke financial planning for a HNW client base, supported by a well-structured team of 11 advisers, 5 paraplanners and 12 administrators working closely together. The Role This position is suited to a technically strong Senior Paraplanner (5-8 years' experience) who is confident handling complex cases and playing a key role in supporting advisers. You will work closely with advisers on high-value, technical planning cases, including areas such as VCTs, cashflow modelling and advanced financial planning strategies, while maintaining a high standard of suitability reporting and research. Key Responsibilities • Produce high-quality, compliant suitability reports • Support advisers on complex technical cases (VCTs, cashflow modelling, tax planning) • Conduct detailed research and analysis across whole-of-market solutions • Work collaboratively with advisers and administrators to deliver seamless client outcomes • Maintain strong compliance standards and documentation quality Candidate Profile (Must Have) • Chartered (or very close to Chartered) • 5-8 years' paraplanning experience within an IFA environment • Strong technical knowledge across investments, pensions, tax and complex planning • Experience with cashflow modelling and advanced planning strategies • Comfortable working in a high-quality, HNW advice environment • Looking for a long-term pathway into Financial Planning Salary & Benefits • Up to £65,000 base salary • 10% KPI-based bonus • Structured career progression into a Financial Planner role (typically after 2+ years) • Collaborative team environment with strong internal support Working Model • 3 days per week in the office (non-negotiable) • Hybrid working structure Interview Process • 3/4-stage interview process This is an excellent opportunity for a career-driven Chartered Paraplanner looking to join a firm that values technical excellence, collaboration and long-term progression into an advisory role.

Head of Development Centre (LGPS) Hybrid or remote with travel to Preston Salary £75k - £85k DOE + inclusion in annual bonus scheme A glance at the Role We are looking for an inspiring and strategic leader to become LPPA's Head of Development Centre. In this pivotal role, you will design and deliver a high-impact learning and development strategy that strengthens colleague capability, embeds a member-first culture, and supports operational excellence across Member Services.You will ensure every colleague receives consistent, high-quality technical and systems training, while partnering closely with the Director of Member Services to drive performance, succession planning and long-term workforce development. A bit about us: Local Pensions Partnership Administration (LPPA) is a multi-award-winning organisation and one of the UK's leading pension administration companies. We strive to deliver the best experience for over 1,500 employers and more than 700,000 members of Local Government, Police and Firefighter pension schemes, keeping them fully informed about their pensions whilst working closely with employers to continuously educate and support them. What we can offer you: - Competitive salary of £75k - £85k DOE & inclusion in annual bonus scheme.- 30 days' holiday, plus bank holidays and 2 additional concessionary days and a half day for your birthday, with the ability to 'buy and sell' leave.- Access to an excellent pension scheme (Local Government Pension Scheme) with generous employer contributions.- Access to Health or Dental Plan.- Access to our Enhanced Employee Assistance Programme for when you might need some support.- The opportunity to earn through our Employee Referral Scheme.- Access to our bespoke Reward Discount Scheme - 'Your Perk Site.'- Opportunities to attend wellbeing webinars and social events.- Daily free fruit and snacks available to you in our office.- Free car parking in Preston City Centre. What you'll be doing - Design and implement a structured, robust training curriculum to ensure consistent, high-quality learning across LPPA.- Set and uphold service standards across Member Services, fostering a culture of continuous improvement and learning.- Develop and maintain succession plans for all key roles within Member Services.- Establish a career development working group to capture and support employee aspirations.- Oversee the delivery of technical and systems training to ensure operational readiness and excellence.- Champion a "member-first" mindset from onboarding through to ongoing development.- Support career pathways and structured development programmes.- Produce regular management information to support strategic decision-making.- Demonstrate measurable improvements in retention, engagement, and training outcomes. About You - Proven experience leading a standalone development centre.- Extensive knowledge of Local Government Pensions Administration (LGPS).- Proven ability to create & manage complex training programmes.- Senior leadership experience at Head-of-Department level or equivalent.- Strategic expertise in staff development, coaching and performance management.- Excellent stakeholder engagement and influencing skills.- Outstanding written and verbal communication skills.- Proactive, innovative and detail-focused, with the ability to manage competing priorities.- Adaptable, decisive and self-driven. Desirable - Experience using the UPM (Civica) pension administration system.- Strong understanding of UK pension legislation. Why LPPA? We're committed to doing the right thing, thinking forward, working together, and striving for excellence. Join us and be part of a team that invests in people and builds careers-not just jobs.

My client is looking for a Head of Pensions to lead a specialist team responsible for delivering complex GMP related services to UK Defined Benefit pension scheme clients. This role oversees all aspects of actuarial, reconciliation, equalisation, and rectification project delivery, ensuring excellence, efficiency, and innovation across multiple client engagements. You will play a pivotal role in shaping service standards, mentoring highly skilled pensions professionals, and driving continuous improvement in processes, propositions, and client outcomes. Key Responsibilities Lead, manage and develop a multi-disciplinary team of actuarial and pensions technical specialists. Provide expert guidance on pensions technical matters, scheme valuations, legislative changes, and investment or administration topics. Influence and develop policies, methodologies, and processes relating to occupational pension scheme management. Contribute to new business activity, including client pitches and proposition development. Manage operational budgets, financial forecasting, and resource planning to meet business objectives. Build and maintain strong, collaborative relationships with clients, including Boards and Trustees, as well as with internal stakeholders. Essential Experience & Skills: Proven track record of managing and developing a technical pensions team. Strong technical understanding and hands-on experience in the GMP space. Experience managing a team working on multiple client projects. Commercial acumen with experience in budgeting and forecasting. Confident client-facing skills and the ability to engage effectively at senior stakeholder level. Benefits Homebased Salary up to £120,000 depending on experience Extensive training and progression opportunities Holiday entitlement plus bank holidays with the opportunity to buy extra leave 15 weeks fully paid maternity, adoption and shared parental leave Life assurance Company matched pension Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.

Interim Head of Finance - Lancaster Interim Head of Finance Location: Lancaster Contract: Interim - minimum 3 months Sector: Charity / Not-for-Profit Our client, a respected charitable organisation based in Lancaster, is seeking an experienced Interim Head of Finance to support a period of transition. This is a hands-on leadership role, ideal for a seasoned finance professional who thrives in dynamic environments and can provide both strategic oversight and operational excellence. Key Responsibilities: Financial Leadership: Lead financial management and control across the charity and its two trading subsidiaries, ensuring strong governance and compliance.Strategic & Operational Planning: Develop and oversee budgets, forecasts, and long-term financial plans for both commercial and non-commercial entities.Cashflow Management: Ensure effective cashflow monitoring and forecasting to maintain financial health.Reporting & Analysis: Deliver accurate monthly management accounts, insightful narrative reporting, and key financial analyses.Internal Controls: Strengthen financial control systems and ensure complianceStatutory Accounts: Prepare and finalise statutory accounts for the Group in line with regulatory standards.Governance Support: Present financial updates to the Trustee Board and governance committees, including Audit and Finance.Tax & VAT: Liaise with external advisers on corporation tax and manage VAT returns for all entities.Team Leadership: Manage and motivate a small finance team, fostering a high-performance culture.Payroll & Pensions: Oversee payroll and pension processes, ensuring accuracy and legislative compliance.Company Secretarial Duties: Ensure timely and accurate reporting to Companies House and the Charity Commission.Candidate Profile:Proven experience in a senior finance roleQualified accountant (ACA, ACCA, CIMA) or QBE with strong technical and strategic capabilities.Skilled in financial systems and process improvement.Strong leadership and team management experience.Excellent communicator with the ability to influence at all levels.Comfortable working closely with the CEO and senior leadership team.Experience supporting system implementation projects is highly desirable. What you'll get in return Min 3 months interim role £26.43- £35.24 per hour DOE 25 days annual leave plus banks Option of hybrid working, ideally office based in Lancaster Immediate start Min of 3.5 days per week What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #