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insurance adviser
Pontoon
Senior Customer Adviser B IP&I - 106050-1
Pontoon City, Edinburgh
Summary Job Title : Customer Service Representative Location : Edinburgh City Centre Pay Rate : 14.40p/hr Hours : Monday - Friday, 7 hour shifts between 8am-6pm. Hybrid Working : 3 days per week home working after training Contract Type : Temporary - 12 months Start Date : 12/05/2026 Lloyds are recruiting now for Customer Service roles supporting the UK's largest Banking Group. As a Customer Service Representative, you'll be handling complex enquiries mainly by phone. You'll need experience of speaking to customers and have a compassion and a desire to do the right thing for them. An 8 week training programme will teach you all you need to know about the wide range of products and services you will support customers. From there you will have the freedom to work 3 days a week from home, with ongoing support and development to allow you develop in your role. As part of the IP&I team, you will be providing customers with support across various products and services. This includes workplace pensions, life insurance and critical illness cover, right through to supporting customers through their policies after a bereavement. Empathy and compassion are vital to ensure customers have all of the information they need about the policy during these big life changes. Your responsibilities will include: Provide first class service to customers by acting as a first point of contact for any queries or requests by phone Striving to resolve queries at the first point of contact, from password resets to more in depth statement queries Handing requests for information or changes to details quickly and securely Ensuring all information is recorded efficiently and accurately Deal with situations with care and empathy Putting the customer first at every opportunity Benefits: Work from home 3 days per week Prime location in Edinburgh Close to public transport links First class support and training for all colleagues Opportunity for growth within the company Weekly Pay Online payslips Dedicated aftercare team Annual leave allowance of 31 days per year Employee Assistance Programme Access to Able Futures Eyecare vouchers Access to Boost benefits such as discounted shopping vouchers, services, attraction tickets and more Smart Spending App Workplace Pension scheme About our client: At our client's organisation, we believe in creating a workplace where you can truly be yourself and have a rewarding career. With great colleagues, flexible working arrangements, and a multitude of career opportunities, you'll find a supportive and inclusive environment where you can thrive. Requirements : Strong customer focus, with the ability to handle customer queries professionally and with care and due diligence Good attention to detail, with the ability to identify areas for improvement in the customer journey Strong communication skills, both verbal and written Understanding of Microsoft suite (Word, Excel, Outlook etc) Stable Wi-fi connection if home working At our client's organisation, we are committed to fostering an inclusive and diverse workplace. We celebrate individuals from all backgrounds, cultures, and identities, and welcome applications from under-represented groups. We are disability confident and can make reasonable adjustments to our recruitment processes upon request. Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicity, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Apr 18, 2026
Seasonal
Summary Job Title : Customer Service Representative Location : Edinburgh City Centre Pay Rate : 14.40p/hr Hours : Monday - Friday, 7 hour shifts between 8am-6pm. Hybrid Working : 3 days per week home working after training Contract Type : Temporary - 12 months Start Date : 12/05/2026 Lloyds are recruiting now for Customer Service roles supporting the UK's largest Banking Group. As a Customer Service Representative, you'll be handling complex enquiries mainly by phone. You'll need experience of speaking to customers and have a compassion and a desire to do the right thing for them. An 8 week training programme will teach you all you need to know about the wide range of products and services you will support customers. From there you will have the freedom to work 3 days a week from home, with ongoing support and development to allow you develop in your role. As part of the IP&I team, you will be providing customers with support across various products and services. This includes workplace pensions, life insurance and critical illness cover, right through to supporting customers through their policies after a bereavement. Empathy and compassion are vital to ensure customers have all of the information they need about the policy during these big life changes. Your responsibilities will include: Provide first class service to customers by acting as a first point of contact for any queries or requests by phone Striving to resolve queries at the first point of contact, from password resets to more in depth statement queries Handing requests for information or changes to details quickly and securely Ensuring all information is recorded efficiently and accurately Deal with situations with care and empathy Putting the customer first at every opportunity Benefits: Work from home 3 days per week Prime location in Edinburgh Close to public transport links First class support and training for all colleagues Opportunity for growth within the company Weekly Pay Online payslips Dedicated aftercare team Annual leave allowance of 31 days per year Employee Assistance Programme Access to Able Futures Eyecare vouchers Access to Boost benefits such as discounted shopping vouchers, services, attraction tickets and more Smart Spending App Workplace Pension scheme About our client: At our client's organisation, we believe in creating a workplace where you can truly be yourself and have a rewarding career. With great colleagues, flexible working arrangements, and a multitude of career opportunities, you'll find a supportive and inclusive environment where you can thrive. Requirements : Strong customer focus, with the ability to handle customer queries professionally and with care and due diligence Good attention to detail, with the ability to identify areas for improvement in the customer journey Strong communication skills, both verbal and written Understanding of Microsoft suite (Word, Excel, Outlook etc) Stable Wi-fi connection if home working At our client's organisation, we are committed to fostering an inclusive and diverse workplace. We celebrate individuals from all backgrounds, cultures, and identities, and welcome applications from under-represented groups. We are disability confident and can make reasonable adjustments to our recruitment processes upon request. Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicity, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
St. James's Place Wealth Management
Financial Services Administrator
St. James's Place Wealth Management Gillingham, Dorset
Financial Services Administrator Location: Gillingham, Dorset Salary: Highly Competitive Hours: Full-time, Permanent - Hybrid working available Are you looking for a career in Financial Services? Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their friendly team as a Financial Services Administrator, based in their Gillingham office. You will provide efficient administrative support to the Financial Planners & Paraplanners within the practice. The Practice represents a FTSE 100 brand and has seen its success grow through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The company s proposition is further enhanced by its distinctive approach to investment management. About the Role - Financial Services Administrator We are seeking a highly organised and technically proficient Financial Services Administrator to provide high-level technical and administrative support to the Practice. This is a varied and fast-paced role requiring strong attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards. You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements. Key Responsibilities - Financial Services Administrator Complete AML and ID checks in line with regulatory requirements. Process new business, replacements, fund switches and encashments efficiently and accurately. Manage ongoing servicing including annual and drawdown reviews, transfers, annuities, account top-ups and ISA/UT transactions. Prepare clear, compliant suitability reports and recommendations. Conduct research and obtain quotes/illustrations to support robust advice. Liaise with advisers, providers and administration centres to progress cases to completion. Maintain accurate client records on Salesforce and update management information. Prepare meeting documentation and complete all follow-up actions promptly. Process applications and advice sets (including EBS submissions) accurately. Respond professionally to client and provider queries by phone and email. Ensure all work meets compliance and internal quality standards. Support the wider Practice and maintain ongoing professional development. About You - Financial Services Administrator Previous experience in financial services administration. Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services. Highly organised with the ability to prioritise workloads and meet deadlines under pressure. Professional, client-focused and able to handle confidential information with discretion. Strong attention to detail and clear written and verbal communication skills. Confident working independently as well as collaboratively within a team. Proficient IT skills, including experience using CRM systems such as Salesforce, with a willingness to learn new systems. What we offer Competitive salary & Quarterly and Annual bonuses Training opportunities and career development with fully funded qualifications to support your professional development 25 days annual leave plus bank holidays / Birthdays off Pensions Cycle to work Private Medical Insurance after successful completion of 6 months service Death in Service after successful completion of 6 months service Team incentives and social outings for the whole family St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 17, 2026
Full time
Financial Services Administrator Location: Gillingham, Dorset Salary: Highly Competitive Hours: Full-time, Permanent - Hybrid working available Are you looking for a career in Financial Services? Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their friendly team as a Financial Services Administrator, based in their Gillingham office. You will provide efficient administrative support to the Financial Planners & Paraplanners within the practice. The Practice represents a FTSE 100 brand and has seen its success grow through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The company s proposition is further enhanced by its distinctive approach to investment management. About the Role - Financial Services Administrator We are seeking a highly organised and technically proficient Financial Services Administrator to provide high-level technical and administrative support to the Practice. This is a varied and fast-paced role requiring strong attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining exceptional client service standards. You will work closely with advisers, paraplanners, and administrators to ensure the smooth delivery of all business processes and client servicing requirements. Key Responsibilities - Financial Services Administrator Complete AML and ID checks in line with regulatory requirements. Process new business, replacements, fund switches and encashments efficiently and accurately. Manage ongoing servicing including annual and drawdown reviews, transfers, annuities, account top-ups and ISA/UT transactions. Prepare clear, compliant suitability reports and recommendations. Conduct research and obtain quotes/illustrations to support robust advice. Liaise with advisers, providers and administration centres to progress cases to completion. Maintain accurate client records on Salesforce and update management information. Prepare meeting documentation and complete all follow-up actions promptly. Process applications and advice sets (including EBS submissions) accurately. Respond professionally to client and provider queries by phone and email. Ensure all work meets compliance and internal quality standards. Support the wider Practice and maintain ongoing professional development. About You - Financial Services Administrator Previous experience in financial services administration. Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services. Highly organised with the ability to prioritise workloads and meet deadlines under pressure. Professional, client-focused and able to handle confidential information with discretion. Strong attention to detail and clear written and verbal communication skills. Confident working independently as well as collaboratively within a team. Proficient IT skills, including experience using CRM systems such as Salesforce, with a willingness to learn new systems. What we offer Competitive salary & Quarterly and Annual bonuses Training opportunities and career development with fully funded qualifications to support your professional development 25 days annual leave plus bank holidays / Birthdays off Pensions Cycle to work Private Medical Insurance after successful completion of 6 months service Death in Service after successful completion of 6 months service Team incentives and social outings for the whole family St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Yolk Recruitment
Commercial & Technology Solicitor
Yolk Recruitment Reading, Oxfordshire
Opportunity: Commercial Solicitor 2-6 Years PQE Location: Reading (Hybrid - 2 Days Per Week in Office) Salary: 55,000 - 72,000 + Bonus If you're a commercial solicitor who enjoys high-quality work but wants a genuinely supportive, human environment - this could be the move that changes everything. This is an opportunity to join a highly ranked Legal 500 and Chambers firm with a standout reputation in the commercial and technology space. You'll be working with an impressive client base spanning international businesses, high-growth UK companies and innovative tech-led organisations, advising on complex, business-critical matters. What sets this firm apart isn't just the quality of work - it's how they treat their people. The Opportunity: You'll join a collaborative and well-established Commercial & Technology team, working closely with experienced lawyers on a broad range of matters including: Commercial contracts and strategic advisory work Data protection and regulatory matters Supporting UK and EMEA operations of international clients Acting as a trusted day-to-day adviser to growing businesses This is a role where you'll build real client relationships, not just churn through work. Why This Role Stands Out: Genuinely supportive culture - approachable leadership and a team-first environment High-quality, varied work without the city firm burnout Clear progression with real investment in your development A firm that actively promotes work/life balance and flexibility, not just talks about it What We Are Looking For: 2-6 years' PQE in commercial law Strong experience in drafting and negotiating commercial agreements Commercial awareness and confidence dealing with clients directly Someone proactive, personable and keen to be part of a growing team What Is in It for You: Hybrid working (with real flexibility) 25 days holiday + option to buy more Private medical insurance Life assurance (5x salary) Pension scheme Birthday off + wellbeing hour each week Charity days + active social calendar Cycle to work scheme & season ticket loan The Bottom Line: If you're feeling like just another number where you are - this is a chance to join a firm where you'll be valued, supported and given space to grow, while still doing genuinely interesting, high-level commercial work. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
Apr 17, 2026
Full time
Opportunity: Commercial Solicitor 2-6 Years PQE Location: Reading (Hybrid - 2 Days Per Week in Office) Salary: 55,000 - 72,000 + Bonus If you're a commercial solicitor who enjoys high-quality work but wants a genuinely supportive, human environment - this could be the move that changes everything. This is an opportunity to join a highly ranked Legal 500 and Chambers firm with a standout reputation in the commercial and technology space. You'll be working with an impressive client base spanning international businesses, high-growth UK companies and innovative tech-led organisations, advising on complex, business-critical matters. What sets this firm apart isn't just the quality of work - it's how they treat their people. The Opportunity: You'll join a collaborative and well-established Commercial & Technology team, working closely with experienced lawyers on a broad range of matters including: Commercial contracts and strategic advisory work Data protection and regulatory matters Supporting UK and EMEA operations of international clients Acting as a trusted day-to-day adviser to growing businesses This is a role where you'll build real client relationships, not just churn through work. Why This Role Stands Out: Genuinely supportive culture - approachable leadership and a team-first environment High-quality, varied work without the city firm burnout Clear progression with real investment in your development A firm that actively promotes work/life balance and flexibility, not just talks about it What We Are Looking For: 2-6 years' PQE in commercial law Strong experience in drafting and negotiating commercial agreements Commercial awareness and confidence dealing with clients directly Someone proactive, personable and keen to be part of a growing team What Is in It for You: Hybrid working (with real flexibility) 25 days holiday + option to buy more Private medical insurance Life assurance (5x salary) Pension scheme Birthday off + wellbeing hour each week Charity days + active social calendar Cycle to work scheme & season ticket loan The Bottom Line: If you're feeling like just another number where you are - this is a chance to join a firm where you'll be valued, supported and given space to grow, while still doing genuinely interesting, high-level commercial work. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
Client Director
Arthur J. Gallagher & Co. (AJG) Birmingham, Staffordshire
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview At Gallagher, we help organisations deliver essential public services by protecting what matters most. As a Client Director in our Public Sector Team, you'll manage a portfolio of clients, build strong relationships, and deliver tailored insurance solutions that stand up to scrutiny. You'll also play a key role in winning new business and driving sustainable growth. This is a home-based role, working closely with colleagues in Swindon and Birmingham, with travel to client sites as needed. How you'll make an impact In this role, you'll: Lead client relationships, acting as a trusted adviser who understands their risks and delivers practical solutions. Retain and grow your portfolio by developing clear strategies, building strong stakeholder relationships, and identifying new opportunities. Collaborate with Client Advisers and Broking teams to ensure seamless service delivery and timely renewals. Support public sector clients in navigating governance and procurement frameworks, ensuring compliance and clear reporting. Contribute to new business efforts by preparing tenders, presentations, and proposals that win clients' trust. About You Here's what you'll bring to the role: A solid understanding of the general insurance market, products, and services. Experience in a client-facing insurance role, such as Account Executive or Insurance Manager. Strong interpersonal and negotiation skills, with the ability to build rapport with stakeholders at all levels. Excellent planning, analytical, and communication skills, with a focus on delivering clear and practical advice. A self-motivated approach and the ability to inspire and lead others. Eligibility to work in the UK. Desirable: Chartered Insurance Institute (CII) qualifications (Cert CII, Dip CII, or Advanced Dip CII). Experience working with public sector clients. A strong network within the insurance industry. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more Inclusion and equality We value inclusion and diversity. Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed and supports inclusive recruitment and existing employees with any long-term health conditions or disabilities. If you require reasonable adjustments to your application, please contact us. Should you require reasonable adjustments to your application, please get in touch with . Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on protected characteristics by applicable laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Apr 17, 2026
Full time
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview At Gallagher, we help organisations deliver essential public services by protecting what matters most. As a Client Director in our Public Sector Team, you'll manage a portfolio of clients, build strong relationships, and deliver tailored insurance solutions that stand up to scrutiny. You'll also play a key role in winning new business and driving sustainable growth. This is a home-based role, working closely with colleagues in Swindon and Birmingham, with travel to client sites as needed. How you'll make an impact In this role, you'll: Lead client relationships, acting as a trusted adviser who understands their risks and delivers practical solutions. Retain and grow your portfolio by developing clear strategies, building strong stakeholder relationships, and identifying new opportunities. Collaborate with Client Advisers and Broking teams to ensure seamless service delivery and timely renewals. Support public sector clients in navigating governance and procurement frameworks, ensuring compliance and clear reporting. Contribute to new business efforts by preparing tenders, presentations, and proposals that win clients' trust. About You Here's what you'll bring to the role: A solid understanding of the general insurance market, products, and services. Experience in a client-facing insurance role, such as Account Executive or Insurance Manager. Strong interpersonal and negotiation skills, with the ability to build rapport with stakeholders at all levels. Excellent planning, analytical, and communication skills, with a focus on delivering clear and practical advice. A self-motivated approach and the ability to inspire and lead others. Eligibility to work in the UK. Desirable: Chartered Insurance Institute (CII) qualifications (Cert CII, Dip CII, or Advanced Dip CII). Experience working with public sector clients. A strong network within the insurance industry. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more Inclusion and equality We value inclusion and diversity. Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed and supports inclusive recruitment and existing employees with any long-term health conditions or disabilities. If you require reasonable adjustments to your application, please contact us. Should you require reasonable adjustments to your application, please get in touch with . Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on protected characteristics by applicable laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Life Underwriter or Senior Underwriter
Vitality Corporate Services Limited
About The Role Team- Adviser Service Life Working Pattern - Home based. Full time, 37.5 hours per week. We are happy to discuss flexible working! Top 3 skills needed for this role: Experience in underwriting Life, Critical Illness and Income protection Excellent customer focus and making the right decision Ability to manage workloads independently and to work as a team What this role is all about: In click apply for full job details
Apr 17, 2026
Full time
About The Role Team- Adviser Service Life Working Pattern - Home based. Full time, 37.5 hours per week. We are happy to discuss flexible working! Top 3 skills needed for this role: Experience in underwriting Life, Critical Illness and Income protection Excellent customer focus and making the right decision Ability to manage workloads independently and to work as a team What this role is all about: In click apply for full job details
LifeSearch
Sales Adviser
LifeSearch
Sales Executive - Shoreditch, London £32k basic starting salary + uncapped commission + genuine career growth + great perks! Looking to take the next step in your telesales career? We're one of the UK's leading Life Insurance Brokers, and we're on the lookout for high performing, commercially driven professionals who want to build a serious career in Protection and join our award-winning team. Think meaningful work, supportive teammates and the chance to earn BIG while helping people protect what matters most. We invest heavily in our people, providing extensive training, coaching and ongoing support. In return, we expect commitment, professionalism and a drive to be among the very best. We've featured in the Sunday Times 'Best Companies to Work For' list, and we're crushing it on Trustpilot! Don't just take our word for it, go ahead, check us out! Provisional Start : April 27th 2026 or June 8th 2026 Based in the Shoreditch area of London What you'll be doing: Speak with existing customers and provide tailored advice (no cold calling!) Help them understand the best options to protect their families Be supported by a team that's with you every step of the way Manage several clients at different stages Join a crew of 120+ Advisers across the UK, including some of the top performers in the industry We're looking for: High-performing individuals with a strong track record in target-driven or commercially focused roles. Someone confident, self-motivated and resilient, with the ability to build rapport quickly, handle complex conversations and perform consistently under pressure. Ambition is key. This role suits people who want to progress, develop and build a long-term career rather than simply do a job. Some experience in an office-based sales role is a must-have What's in it for you? £32k basic salary that will go up to £35k once you pass your probation Uncapped commission from Day 1. The more you put in, the more you can earn! Industry leading training & development Overseas incentive trips (yes, really!) Life, Critical Illness, and Income Protection cover Buy/Sell up to an additional 5 days' annual leave Your birthday off! And much more! What is the shift pattern like? You'll work 40 hours a week, doing a 9am - 6pm shift. You would also work one Saturday a month, 9am - 3pm (but you get a day off in lieu of course! Hello three day weekend!). After your office-based training period, you'll be able to work from home 2 days a week! What's the application process like? Click apply and upload your CV (no AI here, we actually read them!) If it's a match, Sophie will be in touch to book in a short telephone interview If that goes well, you'll be invited to an interview day at our London office. Don't worry, we'll give you full details of the day and tips on how to smash it! If you shine on the day, we may want to meet you one last time over Teams before we (fingers crossed ) offer you the job! We aim to provide prompt feedback between each stage, so you know exactly where you're at in the process. No ghosting here! Have we enticed you enough? Apply now and we'll be in touch as soon as possible!
Apr 17, 2026
Full time
Sales Executive - Shoreditch, London £32k basic starting salary + uncapped commission + genuine career growth + great perks! Looking to take the next step in your telesales career? We're one of the UK's leading Life Insurance Brokers, and we're on the lookout for high performing, commercially driven professionals who want to build a serious career in Protection and join our award-winning team. Think meaningful work, supportive teammates and the chance to earn BIG while helping people protect what matters most. We invest heavily in our people, providing extensive training, coaching and ongoing support. In return, we expect commitment, professionalism and a drive to be among the very best. We've featured in the Sunday Times 'Best Companies to Work For' list, and we're crushing it on Trustpilot! Don't just take our word for it, go ahead, check us out! Provisional Start : April 27th 2026 or June 8th 2026 Based in the Shoreditch area of London What you'll be doing: Speak with existing customers and provide tailored advice (no cold calling!) Help them understand the best options to protect their families Be supported by a team that's with you every step of the way Manage several clients at different stages Join a crew of 120+ Advisers across the UK, including some of the top performers in the industry We're looking for: High-performing individuals with a strong track record in target-driven or commercially focused roles. Someone confident, self-motivated and resilient, with the ability to build rapport quickly, handle complex conversations and perform consistently under pressure. Ambition is key. This role suits people who want to progress, develop and build a long-term career rather than simply do a job. Some experience in an office-based sales role is a must-have What's in it for you? £32k basic salary that will go up to £35k once you pass your probation Uncapped commission from Day 1. The more you put in, the more you can earn! Industry leading training & development Overseas incentive trips (yes, really!) Life, Critical Illness, and Income Protection cover Buy/Sell up to an additional 5 days' annual leave Your birthday off! And much more! What is the shift pattern like? You'll work 40 hours a week, doing a 9am - 6pm shift. You would also work one Saturday a month, 9am - 3pm (but you get a day off in lieu of course! Hello three day weekend!). After your office-based training period, you'll be able to work from home 2 days a week! What's the application process like? Click apply and upload your CV (no AI here, we actually read them!) If it's a match, Sophie will be in touch to book in a short telephone interview If that goes well, you'll be invited to an interview day at our London office. Don't worry, we'll give you full details of the day and tips on how to smash it! If you shine on the day, we may want to meet you one last time over Teams before we (fingers crossed ) offer you the job! We aim to provide prompt feedback between each stage, so you know exactly where you're at in the process. No ghosting here! Have we enticed you enough? Apply now and we'll be in touch as soon as possible!
Product Specialist - Underwriting
Citibank (Switzerland) AG
For additional information, please review .Citi is currently looking to hire a loan underwriter who can evaluate small and medium lot size commercial real estate as collateral for lending, assess borrower creditworthiness, review due diligence, process credit approvals then monitor loan performance.This is an Associate Vice President or Vice President role in-business role based in London. What you will do will be varied day to day, but the key drivers for the role are : Evaluate commercial real estate properties along with market dynamics and futures drivers of performance. This may cover a wide range of commercial real estate asset classes such as industrial, retail, offices and living sector Strong understanding of lending/underwriting criteria to make sure loans meet the required standard Judgement/in business screening on whether CRE loan applications are suitable & prudent lending cases and should be considered for extension of credit Assessment of credit risks relating to CRE property/borrowers and mitigants. Analysis and modelling of commercial real estate and loans Preparation of credit memos and presentations for credit committee approvals Management of loan execution process, including discussions with third parties, servicers, clients and advisers Working with internal partners including risk, legal and onboarding Involvement in monitoring of financings and other ad hoc workstreams What we will need from you: Experience in lending on commercial real estate for small and medium balance loans is required Knowledge of the commercial real estate property market Strong computing, numeracy and analytical skills required Strong interpersonal and communication (written and spoken) skills - English (required) Ability and willingness to travel for work in Europe Efficiency minded Self-motivated and a strong work ethic Ability to multi-task and meet short deadlines University degree or similarWe work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure A discretional annual performance related bonus Private medical insurance packages to suit your personal circumstances Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to an array of learning and development resourcesAlongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation Financial soundness Competence and capabilityIn order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Product Management and Development Job Family: Product Management Time Type: Full time Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review . View Citi's and the poster.
Apr 17, 2026
Full time
For additional information, please review .Citi is currently looking to hire a loan underwriter who can evaluate small and medium lot size commercial real estate as collateral for lending, assess borrower creditworthiness, review due diligence, process credit approvals then monitor loan performance.This is an Associate Vice President or Vice President role in-business role based in London. What you will do will be varied day to day, but the key drivers for the role are : Evaluate commercial real estate properties along with market dynamics and futures drivers of performance. This may cover a wide range of commercial real estate asset classes such as industrial, retail, offices and living sector Strong understanding of lending/underwriting criteria to make sure loans meet the required standard Judgement/in business screening on whether CRE loan applications are suitable & prudent lending cases and should be considered for extension of credit Assessment of credit risks relating to CRE property/borrowers and mitigants. Analysis and modelling of commercial real estate and loans Preparation of credit memos and presentations for credit committee approvals Management of loan execution process, including discussions with third parties, servicers, clients and advisers Working with internal partners including risk, legal and onboarding Involvement in monitoring of financings and other ad hoc workstreams What we will need from you: Experience in lending on commercial real estate for small and medium balance loans is required Knowledge of the commercial real estate property market Strong computing, numeracy and analytical skills required Strong interpersonal and communication (written and spoken) skills - English (required) Ability and willingness to travel for work in Europe Efficiency minded Self-motivated and a strong work ethic Ability to multi-task and meet short deadlines University degree or similarWe work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure A discretional annual performance related bonus Private medical insurance packages to suit your personal circumstances Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to an array of learning and development resourcesAlongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation Financial soundness Competence and capabilityIn order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks. Job Family Group: Product Management and Development Job Family: Product Management Time Type: Full time Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review . View Citi's and the poster.
Yolk Recruitment Ltd
Commercial & Technology Solicitor
Yolk Recruitment Ltd Reading, Berkshire
Opportunity: Commercial Solicitor 2-6 Years PQE Location: Reading (Hybrid - 2 Days Per Week in Office) Salary: £55,000 - £72,000 + Bonus If you're a commercial solicitor who enjoys high-quality work but wants a genuinely supportive, human environment - this could be the move that changes everything. This is an opportunity to join a highly ranked Legal 500 and Chambers firm with a standout reputation in the commercial and technology space. You'll be working with an impressive client base spanning international businesses, high-growth UK companies and innovative tech-led organisations, advising on complex, business-critical matters. What sets this firm apart isn't just the quality of work - it's how they treat their people. The Opportunity: You'll join a collaborative and well-established Commercial & Technology team, working closely with experienced lawyers on a broad range of matters including: Commercial contracts and strategic advisory work Data protection and regulatory matters Supporting UK and EMEA operations of international clients Acting as a trusted day-to-day adviser to growing businesses This is a role where you'll build real client relationships, not just churn through work. Why This Role Stands Out: Genuinely supportive culture - approachable leadership and a team-first environment High-quality, varied work without the city firm burnout Clear progression with real investment in your development A firm that actively promotes work/life balance and flexibility, not just talks about it What We Are Looking For: 2-6 years' PQE in commercial law Strong experience in drafting and negotiating commercial agreements Commercial awareness and confidence dealing with clients directly Someone proactive, personable and keen to be part of a growing team What Is in It for You: Hybrid working (with real flexibility) 25 days holiday + option to buy more Private medical insurance Life assurance (5x salary) Pension scheme Birthday off + wellbeing hour each week Charity days + active social calendar Cycle to work scheme & season ticket loan The Bottom Line: If you're feeling like just another number where you are - this is a chance to join a firm where you'll be valued, supported and given space to grow, while still doing genuinely interesting, high-level commercial work. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
Apr 17, 2026
Full time
Opportunity: Commercial Solicitor 2-6 Years PQE Location: Reading (Hybrid - 2 Days Per Week in Office) Salary: £55,000 - £72,000 + Bonus If you're a commercial solicitor who enjoys high-quality work but wants a genuinely supportive, human environment - this could be the move that changes everything. This is an opportunity to join a highly ranked Legal 500 and Chambers firm with a standout reputation in the commercial and technology space. You'll be working with an impressive client base spanning international businesses, high-growth UK companies and innovative tech-led organisations, advising on complex, business-critical matters. What sets this firm apart isn't just the quality of work - it's how they treat their people. The Opportunity: You'll join a collaborative and well-established Commercial & Technology team, working closely with experienced lawyers on a broad range of matters including: Commercial contracts and strategic advisory work Data protection and regulatory matters Supporting UK and EMEA operations of international clients Acting as a trusted day-to-day adviser to growing businesses This is a role where you'll build real client relationships, not just churn through work. Why This Role Stands Out: Genuinely supportive culture - approachable leadership and a team-first environment High-quality, varied work without the city firm burnout Clear progression with real investment in your development A firm that actively promotes work/life balance and flexibility, not just talks about it What We Are Looking For: 2-6 years' PQE in commercial law Strong experience in drafting and negotiating commercial agreements Commercial awareness and confidence dealing with clients directly Someone proactive, personable and keen to be part of a growing team What Is in It for You: Hybrid working (with real flexibility) 25 days holiday + option to buy more Private medical insurance Life assurance (5x salary) Pension scheme Birthday off + wellbeing hour each week Charity days + active social calendar Cycle to work scheme & season ticket loan The Bottom Line: If you're feeling like just another number where you are - this is a chance to join a firm where you'll be valued, supported and given space to grow, while still doing genuinely interesting, high-level commercial work. Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work. Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.
Protection Adviser , Part time
Vitality Corporate Services Limited
About The Role Team - Protection, ( D2C Life Department) Hybrid role -Part time available but first 4 weeks training is based full time in Stockport Previous Financial sales experience is required. What this role is all about Its important to relate to your customer, understand their needs click apply for full job details
Apr 17, 2026
Full time
About The Role Team - Protection, ( D2C Life Department) Hybrid role -Part time available but first 4 weeks training is based full time in Stockport Previous Financial sales experience is required. What this role is all about Its important to relate to your customer, understand their needs click apply for full job details
Alexander Mae (Bristol) Ltd
Patent Secretary
Alexander Mae (Bristol) Ltd
The Company Our client is a full-service European intellectual property firm at the forefront of a rapidly changing IP landscape. As a trusted adviser to many world-class companies and brands, the firm has been regarded as a pioneer in handling intellectual property for over 200 years. It offers a truly integrated service, managing clients' intellectual property from inception to commercialisation, enforcement, litigation, and defence. The Role On behalf of our client, we are seeking a Patent Secretary to support attorneys within a leading intellectual property practice. The patent support function is instrumental to the business, ensuring attorneys and clients receive high-quality administrative and organisational assistance. In this role, you will provide full PA and administrative support to approximately six fee earners of mixed seniority, helping to sustain a streamlined workflow. Responsibilities will include • Work closely with allocated fee earners, meeting regularly to review progress, discuss upcoming work, and provide updates on outstanding matters. • Manage inboxes as required. • Provide comprehensive diary management, including scheduling and coordinating in-person and virtual meetings, preparing relevant papers and presentations, and managing all associated logistics such as room bookings, refreshments, and liaison with internal teams. • Manage extensive international travel itineraries, coordinating flights, accommodation, and schedules. • Prepare invoices by reviewing and editing narratives, verifying client details, receiving unbilled WIP lists, and liaising with the accounts team as required. • Monitor e-workspaces and inboxes when fee earners are away, dealing with files independently where possible. • Attend team meetings and practice group meetings. • Prepare standard reporting letters proactively with minimal supervision. • Amend letters, emails, and specifications (including using tracked changes), ensuring documents are delivered accurately and to a consistently high standard. • Prepare papers and bundles for oral proceedings. • Manage files, including liaising with records teams to open new cases, update special instructions, scan documents, and manage case files via the document management system. • Create and maintain pages and publish material on the intranet. The Person The ideal candidate is proactive and able to work on their own initiative while also being a strong team player. You will be highly organised, resilient, and comfortable working to tight deadlines in a professional services environment. Candidate requirements • Previous relevant office experience as a Patent Secretary, Patent Administrator, or Legal Secretary within an intellectual property or legal team. • Proactive, with the ability to anticipate problems and devise practical solutions. • Excellent communication skills, both written and verbal. • Strong organisational skills with the ability to prioritise workload and manage turnaround times effectively. • Ability to meet tight deadlines and work well under pressure. The Salary £45,000 - £50,000 per annum, depending on experience. The Hours Full-time, 40 hours per week, Monday to Friday, 9:00 am - 5:00 pm. The Location: London, WC1B (close to Holborn Station) The Benefits • 25 days' annual leave, increasing by 1 day per year up to 28 days. • Employer pension contribution of 5% in the first year, increasing to 10% after one year's service. • Private medical insurance. • Life assurance of 4x base salary. • Income-protection cover for up to 5 years, compensating for up to 75% of base salary. • Cycle-to-work scheme. • Season-ticket loan. • One paid corporate volunteering day per year.
Apr 16, 2026
Full time
The Company Our client is a full-service European intellectual property firm at the forefront of a rapidly changing IP landscape. As a trusted adviser to many world-class companies and brands, the firm has been regarded as a pioneer in handling intellectual property for over 200 years. It offers a truly integrated service, managing clients' intellectual property from inception to commercialisation, enforcement, litigation, and defence. The Role On behalf of our client, we are seeking a Patent Secretary to support attorneys within a leading intellectual property practice. The patent support function is instrumental to the business, ensuring attorneys and clients receive high-quality administrative and organisational assistance. In this role, you will provide full PA and administrative support to approximately six fee earners of mixed seniority, helping to sustain a streamlined workflow. Responsibilities will include • Work closely with allocated fee earners, meeting regularly to review progress, discuss upcoming work, and provide updates on outstanding matters. • Manage inboxes as required. • Provide comprehensive diary management, including scheduling and coordinating in-person and virtual meetings, preparing relevant papers and presentations, and managing all associated logistics such as room bookings, refreshments, and liaison with internal teams. • Manage extensive international travel itineraries, coordinating flights, accommodation, and schedules. • Prepare invoices by reviewing and editing narratives, verifying client details, receiving unbilled WIP lists, and liaising with the accounts team as required. • Monitor e-workspaces and inboxes when fee earners are away, dealing with files independently where possible. • Attend team meetings and practice group meetings. • Prepare standard reporting letters proactively with minimal supervision. • Amend letters, emails, and specifications (including using tracked changes), ensuring documents are delivered accurately and to a consistently high standard. • Prepare papers and bundles for oral proceedings. • Manage files, including liaising with records teams to open new cases, update special instructions, scan documents, and manage case files via the document management system. • Create and maintain pages and publish material on the intranet. The Person The ideal candidate is proactive and able to work on their own initiative while also being a strong team player. You will be highly organised, resilient, and comfortable working to tight deadlines in a professional services environment. Candidate requirements • Previous relevant office experience as a Patent Secretary, Patent Administrator, or Legal Secretary within an intellectual property or legal team. • Proactive, with the ability to anticipate problems and devise practical solutions. • Excellent communication skills, both written and verbal. • Strong organisational skills with the ability to prioritise workload and manage turnaround times effectively. • Ability to meet tight deadlines and work well under pressure. The Salary £45,000 - £50,000 per annum, depending on experience. The Hours Full-time, 40 hours per week, Monday to Friday, 9:00 am - 5:00 pm. The Location: London, WC1B (close to Holborn Station) The Benefits • 25 days' annual leave, increasing by 1 day per year up to 28 days. • Employer pension contribution of 5% in the first year, increasing to 10% after one year's service. • Private medical insurance. • Life assurance of 4x base salary. • Income-protection cover for up to 5 years, compensating for up to 75% of base salary. • Cycle-to-work scheme. • Season-ticket loan. • One paid corporate volunteering day per year.
Hays Specialist Recruitment Limited
Financial Controller
Hays Specialist Recruitment Limited Manchester, Lancashire
Your new company Your new company are a UK property investment and development company focused on delivering long-term value through the acquisition, development, and active management of property assets. With a strong presence in the commercial property sector, the business has particular expertise in industrial and logistics property, alongside interests in office, retail, leisure, land, and selected residential opportunities. Your new role In your new role as Financial Controller you will lead the finance function, ensuring strong financial control, accurate reporting, statutory compliance, cash flow management, and commercial support to the leadership team. The role oversees finances across a UK commercial property portfolio and supports strategic decision making through clear analysis and reporting.The role manages day to day financial activity, prepares monthly, quarterly, and annual accounts, and ensures balance sheet reconciliations are regularly completed. It maintains financial controls, manages policies and procedures, oversees year-end statutory accounts, and works with auditors and tax advisers while ensuring compliance with UK accounting standards. You will handle property related finance, including rental income, service charges, insurance recoveries, void costs, dilapidations, and capital expenditure. It reviews asset performance, provides variance analysis, works closely with property and asset management teams, monitors lease related financial matters, and supports acquisition, disposal, refinancing, and development activities. What you'll need to succeed To succeed in this role you will be ACA/ACCA/CIMA Qualified with significant post qualification experience, ideally within commercial property, real estate, or a mufti entity investment environment. It requires experience of preparing management and statutory accounts, along with a strong background in budgeting, forecasting, cash flow, and financial control. Previous team management experience is preferred. The role requires strong technical accounting knowledge and a good understanding of UK commercial property finance, including rents, service charges, and landlord/tenant financial processes. It requires strong Excel and financial modelling skills and experience using accounting systems. High attention to detail, strong analytical capability, and excellent communication skills with the ability to present financial information clearly to non finance stakeholders are also required. What you'll get in return In return, you will receive a competitive salary of £65,000 plus bonus, reflecting the seniority and responsibility of the role. You will also benefit from 25 days holiday, providing a strong work life balance, along with private medical cover to support your health and wellbeing. Alongside this core package, you'll be joining a business where finance has a meaningful voice, offering the opportunity to influence decisions, shape processes, and contribute directly to the performance of a diverse UK property portfolio. You will work closely with an experienced leadership team, gain exposure across the full investment and asset lifecycle, and have the chance to continue developing your expertise in a supportive and growth focused environment. 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 on your career. Hays Specialist 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 hays.co.uk
Apr 16, 2026
Full time
Your new company Your new company are a UK property investment and development company focused on delivering long-term value through the acquisition, development, and active management of property assets. With a strong presence in the commercial property sector, the business has particular expertise in industrial and logistics property, alongside interests in office, retail, leisure, land, and selected residential opportunities. Your new role In your new role as Financial Controller you will lead the finance function, ensuring strong financial control, accurate reporting, statutory compliance, cash flow management, and commercial support to the leadership team. The role oversees finances across a UK commercial property portfolio and supports strategic decision making through clear analysis and reporting.The role manages day to day financial activity, prepares monthly, quarterly, and annual accounts, and ensures balance sheet reconciliations are regularly completed. It maintains financial controls, manages policies and procedures, oversees year-end statutory accounts, and works with auditors and tax advisers while ensuring compliance with UK accounting standards. You will handle property related finance, including rental income, service charges, insurance recoveries, void costs, dilapidations, and capital expenditure. It reviews asset performance, provides variance analysis, works closely with property and asset management teams, monitors lease related financial matters, and supports acquisition, disposal, refinancing, and development activities. What you'll need to succeed To succeed in this role you will be ACA/ACCA/CIMA Qualified with significant post qualification experience, ideally within commercial property, real estate, or a mufti entity investment environment. It requires experience of preparing management and statutory accounts, along with a strong background in budgeting, forecasting, cash flow, and financial control. Previous team management experience is preferred. The role requires strong technical accounting knowledge and a good understanding of UK commercial property finance, including rents, service charges, and landlord/tenant financial processes. It requires strong Excel and financial modelling skills and experience using accounting systems. High attention to detail, strong analytical capability, and excellent communication skills with the ability to present financial information clearly to non finance stakeholders are also required. What you'll get in return In return, you will receive a competitive salary of £65,000 plus bonus, reflecting the seniority and responsibility of the role. You will also benefit from 25 days holiday, providing a strong work life balance, along with private medical cover to support your health and wellbeing. Alongside this core package, you'll be joining a business where finance has a meaningful voice, offering the opportunity to influence decisions, shape processes, and contribute directly to the performance of a diverse UK property portfolio. You will work closely with an experienced leadership team, gain exposure across the full investment and asset lifecycle, and have the chance to continue developing your expertise in a supportive and growth focused environment. 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 on your career. Hays Specialist 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 hays.co.uk
Harris Hill
Lawyer (UK Financial Sector Focus)
Harris Hill Islington, London
Harris Hill is delighted to be supporting the recruitment of a Lawyer (UK Financial Sector Focus) on behalf of a UK charity working at the intersection of law, finance and sustainability, with a global reputation for producing rigorous legal analysis that helps clarify how existing legal frameworks apply to climate and nature-related financial risks. This newly created role will play a key part in shaping the organisation's expanding programme of work on investor fiduciary duties across the UK financial sector. This post is offered as a one-year fixed-term contract, with the possibility of extension subject to funding. The role can be fully remote or hybrid, with access to a London co-working space, and will involve occasional travel. The postholder will lead the development and delivery of our client's UK investor fiduciary workstream, initially focusing on the insurance, pensions and banking sectors. This will involve scoping and commissioning authoritative legal analysis from leading commercial law firms and academics, translating complex legal findings into practical guidance for boards, trustees and their advisers, and tracking relevant regulatory and disclosure developments across the financial services landscape. The role involves building and maintaining relationships with a wide range of stakeholders, including institutional investors, regulators, professional bodies, and the legal community, as well as representing the charity at conferences, roundtables and other external forums. Working closely with the Executive Director within a small and collaborative team, the successful candidate will also contribute to communications, strategic development and fundraising activity. We are looking for a qualified solicitor or barrister in England and Wales with strong expertise in financial services law, ideally in insurance, banking, or pensions. Candidates should be able to demonstrate clear engagement with climate change or environmental sustainability, whether through their professional work, research, writing, pro bono activity, or other initiatives that connect legal practice with climate- and nature-related financial risks. To be successful, you need to bring a deep understanding of how financial institutions are structured and regulated, alongside a demonstrable commitment to addressing climate and nature-related financial risks through legal and governance frameworks. You will be a confident communicator, confident and effective in public speaking, with the ability to represent the organisation at conferences, roundtables and stakeholder events, and to communicate complex legal ideas clearly to diverse audiences. This role would suit a self-starter who is comfortable working with a high degree of ownership in a small, purpose-driven organisation and who is motivated by the opportunity to apply their legal expertise to drive meaningful change. To apply, please submit your up-to-date CV by 3 May at 23:59 AM. Shortlisted candidates will then be asked to provide a tailored cover letter. Please note, only successful applicants will be contacted with further information. As a leading charity recruitment specialist and a certified B Corp , Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.
Apr 16, 2026
Full time
Harris Hill is delighted to be supporting the recruitment of a Lawyer (UK Financial Sector Focus) on behalf of a UK charity working at the intersection of law, finance and sustainability, with a global reputation for producing rigorous legal analysis that helps clarify how existing legal frameworks apply to climate and nature-related financial risks. This newly created role will play a key part in shaping the organisation's expanding programme of work on investor fiduciary duties across the UK financial sector. This post is offered as a one-year fixed-term contract, with the possibility of extension subject to funding. The role can be fully remote or hybrid, with access to a London co-working space, and will involve occasional travel. The postholder will lead the development and delivery of our client's UK investor fiduciary workstream, initially focusing on the insurance, pensions and banking sectors. This will involve scoping and commissioning authoritative legal analysis from leading commercial law firms and academics, translating complex legal findings into practical guidance for boards, trustees and their advisers, and tracking relevant regulatory and disclosure developments across the financial services landscape. The role involves building and maintaining relationships with a wide range of stakeholders, including institutional investors, regulators, professional bodies, and the legal community, as well as representing the charity at conferences, roundtables and other external forums. Working closely with the Executive Director within a small and collaborative team, the successful candidate will also contribute to communications, strategic development and fundraising activity. We are looking for a qualified solicitor or barrister in England and Wales with strong expertise in financial services law, ideally in insurance, banking, or pensions. Candidates should be able to demonstrate clear engagement with climate change or environmental sustainability, whether through their professional work, research, writing, pro bono activity, or other initiatives that connect legal practice with climate- and nature-related financial risks. To be successful, you need to bring a deep understanding of how financial institutions are structured and regulated, alongside a demonstrable commitment to addressing climate and nature-related financial risks through legal and governance frameworks. You will be a confident communicator, confident and effective in public speaking, with the ability to represent the organisation at conferences, roundtables and stakeholder events, and to communicate complex legal ideas clearly to diverse audiences. This role would suit a self-starter who is comfortable working with a high degree of ownership in a small, purpose-driven organisation and who is motivated by the opportunity to apply their legal expertise to drive meaningful change. To apply, please submit your up-to-date CV by 3 May at 23:59 AM. Shortlisted candidates will then be asked to provide a tailored cover letter. Please note, only successful applicants will be contacted with further information. As a leading charity recruitment specialist and a certified B Corp , Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.
Titan Wealth Holdings Limited
Corporate Benefits Consultant
Titan Wealth Holdings Limited Greenock, Renfrewshire
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. The Corporate Benefits Consultant - Healthcare and Group Risk will advise business clients on Corporate Employee Benefits. Be a specialist in Health and Wellbeing products (Private Medical Insurance, Dental Insurance, Health Cash Plans etc) and Group Risk products (Group Life Assurance, Group Income Protection, Critical Illness). Experience in benefit platforms / flexible benefits would be helpful. The Corporate Benefits Consultant will be responsible for a portfolio of clients with both Health and Group Risk schemes. The Consultant should retain and grow the portfolio providing holistic consultancy developing and building long-term relationships. Collaboration is key, so being able to work with their immediate team and also the wider business is essential for success. Strong personal skills are crucial. Responsibilities Maintain and grow client portfolio Work with Titan Risk and Reward/Corporate Consultants and wider business to understand and promote products and campaigns. To co-ordinate efforts and share ideas. Achieve set individual and business targets through campaigns. Present to both employers and employees, where required. Demonstrate the highest professional standards in all dealings with both existing and prospective clients. Develop business relationships quickly and remotely with a robust contact and engagement strategy with all stakeholders including providers and clients. Highlight key sales differentiators to promote Titan proposition. Undertake projects, organise events and take responsibility for communicating with/ to stakeholders including clients, to support the needs of the business or to achieve departmental objectives. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Support with wider Titan projects as and when required. Critical skills and experience required: Presentation skills. Analytical and numerical ability - able to analyse and interpret data, evaluate data. Good communication and interpersonal skills with the ability to build strong, collaborative working relationships. Strong process orientation with a desire to do things right first time. Ability to plan own workload and manage conflicting demands and deadlines. Be a great, creative problem solver. Be able to influence people to change their behaviours and established practices. Maintain high standards of performance and activity. Be self-motivated with a proactive 'can do' attitude. Professional in manner and approach. Qualifications Cert CII preferred, minimum of IF7 and GR1 (Essential) Good standard of education Maths and English GCSE, grade 5 or above, or equivalent Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Apr 16, 2026
Full time
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. The Corporate Benefits Consultant - Healthcare and Group Risk will advise business clients on Corporate Employee Benefits. Be a specialist in Health and Wellbeing products (Private Medical Insurance, Dental Insurance, Health Cash Plans etc) and Group Risk products (Group Life Assurance, Group Income Protection, Critical Illness). Experience in benefit platforms / flexible benefits would be helpful. The Corporate Benefits Consultant will be responsible for a portfolio of clients with both Health and Group Risk schemes. The Consultant should retain and grow the portfolio providing holistic consultancy developing and building long-term relationships. Collaboration is key, so being able to work with their immediate team and also the wider business is essential for success. Strong personal skills are crucial. Responsibilities Maintain and grow client portfolio Work with Titan Risk and Reward/Corporate Consultants and wider business to understand and promote products and campaigns. To co-ordinate efforts and share ideas. Achieve set individual and business targets through campaigns. Present to both employers and employees, where required. Demonstrate the highest professional standards in all dealings with both existing and prospective clients. Develop business relationships quickly and remotely with a robust contact and engagement strategy with all stakeholders including providers and clients. Highlight key sales differentiators to promote Titan proposition. Undertake projects, organise events and take responsibility for communicating with/ to stakeholders including clients, to support the needs of the business or to achieve departmental objectives. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Support with wider Titan projects as and when required. Critical skills and experience required: Presentation skills. Analytical and numerical ability - able to analyse and interpret data, evaluate data. Good communication and interpersonal skills with the ability to build strong, collaborative working relationships. Strong process orientation with a desire to do things right first time. Ability to plan own workload and manage conflicting demands and deadlines. Be a great, creative problem solver. Be able to influence people to change their behaviours and established practices. Maintain high standards of performance and activity. Be self-motivated with a proactive 'can do' attitude. Professional in manner and approach. Qualifications Cert CII preferred, minimum of IF7 and GR1 (Essential) Good standard of education Maths and English GCSE, grade 5 or above, or equivalent Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Service Service
Paraplanner
Service Service Norwich, Norfolk
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!
Apr 16, 2026
Full time
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!
Yolk Recruitment
Practice Support Administrator
Yolk Recruitment Blackwood, Gwent
Practice Support Administrator Blackwood or Cardiff(Hybrid) Salary up to 30,000 Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator . This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business. This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered. What you'll be doing Responsibilities will include: Managing and coordinating client meetings for both new and existing clients Sending out relevant documentation and paperwork ahead of appointments Requesting information from external providers Uploading meeting notes and maintaining accurate client records Updating Salesforce and internal systems Passing actions and follow-ups to the paraplanner Speaking with clients by telephone and email when required Managing new client enquiries and sending financial questionnaires Supporting with the organisation of client hospitality events General administrative support to ensure the practice runs smoothly What we're looking for The firm is keen to meet people who are organised, proactive and comfortable managing their own workload. You might currently be: A financial services administrator looking for your next step An experienced administrator wanting to move into wealth management A paraplanner looking for a slightly different role within a growing firm Key qualities include: Strong organisational skills and attention to detail Ability to work independently and take initiative Professional and approachable manner when dealing with clients Good telephone and email communication skills A willingness to learn and develop within financial services You'll have support from the Office Manager and wider team, but you'll also be trusted to manage your own responsibilities. Career development The business is very open to discussing long-term career plans. Whether you want to deepen your experience in administration or progress within financial services, support will be available. The firm is happy to help with relevant industry qualifications and provide a clear pathway for development. What's on offer Salary up to 30,000 Monday-Friday 8.30-4.30 (can be flexible on hours) 25 days annual leave + bank holidays ( Office closed over the Christmas period) Hybrid working arrangement Private Medical Insurance Flexible office location (Cardiff or Blackwood- would need to be travel to Blackwood for induction) Personalised financial advice If you'd like to explore whether this role could be the right step for you, get in touch for a confidential chat.
Apr 16, 2026
Full time
Practice Support Administrator Blackwood or Cardiff(Hybrid) Salary up to 30,000 Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator . This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business. This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered. What you'll be doing Responsibilities will include: Managing and coordinating client meetings for both new and existing clients Sending out relevant documentation and paperwork ahead of appointments Requesting information from external providers Uploading meeting notes and maintaining accurate client records Updating Salesforce and internal systems Passing actions and follow-ups to the paraplanner Speaking with clients by telephone and email when required Managing new client enquiries and sending financial questionnaires Supporting with the organisation of client hospitality events General administrative support to ensure the practice runs smoothly What we're looking for The firm is keen to meet people who are organised, proactive and comfortable managing their own workload. You might currently be: A financial services administrator looking for your next step An experienced administrator wanting to move into wealth management A paraplanner looking for a slightly different role within a growing firm Key qualities include: Strong organisational skills and attention to detail Ability to work independently and take initiative Professional and approachable manner when dealing with clients Good telephone and email communication skills A willingness to learn and develop within financial services You'll have support from the Office Manager and wider team, but you'll also be trusted to manage your own responsibilities. Career development The business is very open to discussing long-term career plans. Whether you want to deepen your experience in administration or progress within financial services, support will be available. The firm is happy to help with relevant industry qualifications and provide a clear pathway for development. What's on offer Salary up to 30,000 Monday-Friday 8.30-4.30 (can be flexible on hours) 25 days annual leave + bank holidays ( Office closed over the Christmas period) Hybrid working arrangement Private Medical Insurance Flexible office location (Cardiff or Blackwood- would need to be travel to Blackwood for induction) Personalised financial advice If you'd like to explore whether this role could be the right step for you, get in touch for a confidential chat.
Protection Insurance Adviser
TIGER MEDIA RECRUITMENT LIMITED Northampton, Northamptonshire
Insurance Advisor/Protection Advisor Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? Uncapped weekly commission earn what youre worth Industry-leading rates: 120% (4-year indemnity) rising to 175% or 220% (non-indemnity) Full training and ongoing development no previous protection experience needed Work independently with t. . click apply for full job details
Apr 16, 2026
Full time
Insurance Advisor/Protection Advisor Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? Uncapped weekly commission earn what youre worth Industry-leading rates: 120% (4-year indemnity) rising to 175% or 220% (non-indemnity) Full training and ongoing development no previous protection experience needed Work independently with t. . click apply for full job details
Bennett and Game Recruitment LTD
Personal Tax Manager
Bennett and Game Recruitment LTD Luton, Bedfordshire
Position: Personal Tax Manager Location: Luton Package: Up to 62,000, Hybrid working, 25 days plus BH, life assurance, and much more Working Hours: Full time, Mon-Fri, 9am-5pm A new opportunity is available within a highly reputable, growing, medium sized Accountancy Practice. This role involves managing a varied portfolio of private clients, including HNW individuals, trusts, and estates. This is a key role for the firm, offering responsibility, client exposure, and opportunities for progression The role is paying up to 62k, with hybrid working flexibility, extensive holiday allowance, life assurance, paid overtime, and much more. It is well suited to an experienced tax professional, with a passion within personal tax. If you are looking to take the next step within a truly progressive firm, then this is the role for you Personal Tax Manager Job Responsibilities Manage a diverse portfolio of personal tax clients (including HNWIs, directors, owner-managed businesses, trusts, and estates) and act as the primary point of contact for clients and advisers Build strong client relationships while identifying tax planning opportunities and supporting advisory and trust-related projects Oversee preparation and review of personal, trust, and estate tax returns, ensuring compliance with income tax, CGT, and IHT obligations Manage HMRC correspondence, enquiries, disclosures, and investigations, ensuring deadlines and budgets are met Provide technical expertise across personal tax, trusts, estates, and residency matters, including research and interpretation of legislation and HMRC guidance Support advisory work on trust structures, succession planning, and communicate legislative updates to clients and the team Lead, supervise, and develop junior staff, including workflow planning, reviewing work, and delivering training Ensure compliance with professional standards and internal procedures, maintaining accurate documentation and supporting quality assurance initiatives Personal Tax Manager Job Requirements CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experience Strong experience within a UK accountancy or tax practice Good technical knowledge of UK personal tax, trust, and estate taxation Experience managing a personal tax and trust client portfolio Strong organisational and time management skills Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar, is desirable Personal Tax Manager Salary & Benefits Salary ranging from 51,000 - 62,000 depending on experience Flexible working, along with hybrid arrangements for qualified staff members Annual leave starting at 25 days (plus statutory bank holidays) Holiday purchase scheme We offer paid overtime - rare in our sector we know! A group income protection insurance scheme Life assurance at four times basic annual salary Auto enrolment pension scheme Employee Assistance Programme for challenging situations whether they be personal or work related Full study support for professional qualifications where relevant Professional subscriptions fees paid Onsite parking Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Apr 16, 2026
Full time
Position: Personal Tax Manager Location: Luton Package: Up to 62,000, Hybrid working, 25 days plus BH, life assurance, and much more Working Hours: Full time, Mon-Fri, 9am-5pm A new opportunity is available within a highly reputable, growing, medium sized Accountancy Practice. This role involves managing a varied portfolio of private clients, including HNW individuals, trusts, and estates. This is a key role for the firm, offering responsibility, client exposure, and opportunities for progression The role is paying up to 62k, with hybrid working flexibility, extensive holiday allowance, life assurance, paid overtime, and much more. It is well suited to an experienced tax professional, with a passion within personal tax. If you are looking to take the next step within a truly progressive firm, then this is the role for you Personal Tax Manager Job Responsibilities Manage a diverse portfolio of personal tax clients (including HNWIs, directors, owner-managed businesses, trusts, and estates) and act as the primary point of contact for clients and advisers Build strong client relationships while identifying tax planning opportunities and supporting advisory and trust-related projects Oversee preparation and review of personal, trust, and estate tax returns, ensuring compliance with income tax, CGT, and IHT obligations Manage HMRC correspondence, enquiries, disclosures, and investigations, ensuring deadlines and budgets are met Provide technical expertise across personal tax, trusts, estates, and residency matters, including research and interpretation of legislation and HMRC guidance Support advisory work on trust structures, succession planning, and communicate legislative updates to clients and the team Lead, supervise, and develop junior staff, including workflow planning, reviewing work, and delivering training Ensure compliance with professional standards and internal procedures, maintaining accurate documentation and supporting quality assurance initiatives Personal Tax Manager Job Requirements CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experience Strong experience within a UK accountancy or tax practice Good technical knowledge of UK personal tax, trust, and estate taxation Experience managing a personal tax and trust client portfolio Strong organisational and time management skills Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar, is desirable Personal Tax Manager Salary & Benefits Salary ranging from 51,000 - 62,000 depending on experience Flexible working, along with hybrid arrangements for qualified staff members Annual leave starting at 25 days (plus statutory bank holidays) Holiday purchase scheme We offer paid overtime - rare in our sector we know! A group income protection insurance scheme Life assurance at four times basic annual salary Auto enrolment pension scheme Employee Assistance Programme for challenging situations whether they be personal or work related Full study support for professional qualifications where relevant Professional subscriptions fees paid Onsite parking Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Firestar Consulting
Financial Advisor
Firestar Consulting Silsden, Yorkshire
Financial Advisor Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client s individual circumstances and goals. Key responsibilities Conducting in-depth reviews of clients financial circumstances, current arrangements and future objectives Analysing client information and preparing suitable financial plans and recommendations Completing detailed risk assessments Researching the market and recommending appropriate products and services Designing and implementing financial strategies Supporting clients to make informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing needs and circumstances Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents) Keeping up to date with financial products, legislation and regulatory requirements Producing clear and compliant financial reports About you Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential) 2 to 5 years experience as a Financial Adviser Strong knowledge of investments, pensions, tax planning and protection Excellent communication and relationship-building skills Self-motivated, professional and well-organised Confident working independently while also contributing to a team environment What is on offer: £50,000 to £55,000 basic salary (depending on experience and qualifications) Bonus structure + OTE £60,000+ Existing client bank provided Full administrative and paraplanning support Supportive, established business with genuine long-term career prospects Benefits package to be discussed at interview stage Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Apr 15, 2026
Full time
Financial Advisor Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client s individual circumstances and goals. Key responsibilities Conducting in-depth reviews of clients financial circumstances, current arrangements and future objectives Analysing client information and preparing suitable financial plans and recommendations Completing detailed risk assessments Researching the market and recommending appropriate products and services Designing and implementing financial strategies Supporting clients to make informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing needs and circumstances Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents) Keeping up to date with financial products, legislation and regulatory requirements Producing clear and compliant financial reports About you Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential) 2 to 5 years experience as a Financial Adviser Strong knowledge of investments, pensions, tax planning and protection Excellent communication and relationship-building skills Self-motivated, professional and well-organised Confident working independently while also contributing to a team environment What is on offer: £50,000 to £55,000 basic salary (depending on experience and qualifications) Bonus structure + OTE £60,000+ Existing client bank provided Full administrative and paraplanning support Supportive, established business with genuine long-term career prospects Benefits package to be discussed at interview stage Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Get Staffed Online Recruitment Limited
Registered Care Home Manager
Get Staffed Online Recruitment Limited Sheffield, Yorkshire
Registered Home Manager Location: Alpine Lodge, Stocksbridge, Sheffield Job Type: Permanent, Full-Time Salary: £65,000 £70,000; Negotiable depending on experience Sponsorship: Not currently available Join Our Client Where Kindness Is Key Kindness isn t just something our client talks about; it s the foundation of everything they do. As a small and compassionate care group, they pride themselves on offering truly person-centred care, where every resident is valued, supported, and able to thrive. They believe in celebrating individuality, promoting dignity and above all, living by their core value Kindness Is Key. They are currently looking for a Registered Manager to join the team at Alpine Lodge in Stocksbridge. If you re someone who naturally brings warmth, energy and creativity wherever you go, and you love the idea of making each day meaningful for their residents, this could be the perfect role for you. What You ll Be Doing As our client s Registered Home Manager, you ll play a vital role in enriching the lives of residents by: To manage the day-to-day running of all aspects of the home including the standards and quality of care, recruitment and training issues, communication with the team, the premises of the home and financial matters. To recognise and assess individuals needs, involving relevant professional agencies and relatives where needed, in order to formulate personalised care plans for each individual. To ensure the highest level of personal care and attention is delivered to residents following individual care plans carefully and ensuring all contact is polite, friendly, warm and supportive. Responsible for understanding and complying with statutory and legal requirements relevant throughout the home, including HACCP, COSHH, Health and Safety, all aspects of the Care Standards Act to maintain a safe environment throughout the home. To monitor the effective running of the home ensuring all legislation and regulations concerning environmental health, infection control, building control, planning and health and safety are met, and all risk assessments are regularly carried out (including fire checks) to meet the high standards expected in their home. To maintain all legal and statutory records, and displayed records concerning the home insurance certificates and registration documents. Also maintain records of complaints, Safety User Guide and Statement of Purpose, financial, employee training, residents and maintenance, and Legal Advisers (to be contacted before undertaking any disciplinary). Responsible for investigating any complaints, compile reports and take any appropriate action if required. Liaise and co-operate with CSCI Inspectors and inspections. Ensure residents individual care plans, to administer medication to residents as prescribed, accurately maintaining appropriate records for both. Responsible for overseeing ordering, checking in and stock control of residents prescribed medication and maintaining systems to ensure effective stock management of all products. To be an active and encouraging Manager, establish and maintain effective means of communication and good relationships with residents, relatives, employees in the home along with others externally such as professionals in the caring environment, outside suppliers, agencies. Oversee organisation of staff including overseeing staff rotas, ensuring adequate numbers of staff are employed and all shifts are covered, managing staff holidays and sickness levels. Oversee and ensure residents are supported with their personal financial arrangements, maintaining confidentiality of all information, and that any financial transaction is recorded and treated with the utmost honesty. What They re Looking For They are seeking someone who is: Warm, approachable, and brimming with positivity. Organised, reliable, and confident in leading a team. Creative, enthusiastic, and able to motivate others. Passionate about improving the lives of older people. Able to work flexibly across some evenings and weekends. Previous experience in a similar role. NVQ level 5 (or willing to work towards this). Nursing Qualification is desirable. What Our Client Offers Working at our client means being part of something special. You ll enjoy: A friendly, supportive, and welcoming workplace. Real opportunities for ongoing training and career progression. A chance to make a meaningful impact in people s lives every day. A valued role within a close-knit team that cares as much about each other as they do their residents. If you believe that kindness and compassion should be at the heart of care, our client love to hear from you. Apply now and be part of their team at Alpine Lodge that makes each day brighter for their residents.
Apr 15, 2026
Full time
Registered Home Manager Location: Alpine Lodge, Stocksbridge, Sheffield Job Type: Permanent, Full-Time Salary: £65,000 £70,000; Negotiable depending on experience Sponsorship: Not currently available Join Our Client Where Kindness Is Key Kindness isn t just something our client talks about; it s the foundation of everything they do. As a small and compassionate care group, they pride themselves on offering truly person-centred care, where every resident is valued, supported, and able to thrive. They believe in celebrating individuality, promoting dignity and above all, living by their core value Kindness Is Key. They are currently looking for a Registered Manager to join the team at Alpine Lodge in Stocksbridge. If you re someone who naturally brings warmth, energy and creativity wherever you go, and you love the idea of making each day meaningful for their residents, this could be the perfect role for you. What You ll Be Doing As our client s Registered Home Manager, you ll play a vital role in enriching the lives of residents by: To manage the day-to-day running of all aspects of the home including the standards and quality of care, recruitment and training issues, communication with the team, the premises of the home and financial matters. To recognise and assess individuals needs, involving relevant professional agencies and relatives where needed, in order to formulate personalised care plans for each individual. To ensure the highest level of personal care and attention is delivered to residents following individual care plans carefully and ensuring all contact is polite, friendly, warm and supportive. Responsible for understanding and complying with statutory and legal requirements relevant throughout the home, including HACCP, COSHH, Health and Safety, all aspects of the Care Standards Act to maintain a safe environment throughout the home. To monitor the effective running of the home ensuring all legislation and regulations concerning environmental health, infection control, building control, planning and health and safety are met, and all risk assessments are regularly carried out (including fire checks) to meet the high standards expected in their home. To maintain all legal and statutory records, and displayed records concerning the home insurance certificates and registration documents. Also maintain records of complaints, Safety User Guide and Statement of Purpose, financial, employee training, residents and maintenance, and Legal Advisers (to be contacted before undertaking any disciplinary). Responsible for investigating any complaints, compile reports and take any appropriate action if required. Liaise and co-operate with CSCI Inspectors and inspections. Ensure residents individual care plans, to administer medication to residents as prescribed, accurately maintaining appropriate records for both. Responsible for overseeing ordering, checking in and stock control of residents prescribed medication and maintaining systems to ensure effective stock management of all products. To be an active and encouraging Manager, establish and maintain effective means of communication and good relationships with residents, relatives, employees in the home along with others externally such as professionals in the caring environment, outside suppliers, agencies. Oversee organisation of staff including overseeing staff rotas, ensuring adequate numbers of staff are employed and all shifts are covered, managing staff holidays and sickness levels. Oversee and ensure residents are supported with their personal financial arrangements, maintaining confidentiality of all information, and that any financial transaction is recorded and treated with the utmost honesty. What They re Looking For They are seeking someone who is: Warm, approachable, and brimming with positivity. Organised, reliable, and confident in leading a team. Creative, enthusiastic, and able to motivate others. Passionate about improving the lives of older people. Able to work flexibly across some evenings and weekends. Previous experience in a similar role. NVQ level 5 (or willing to work towards this). Nursing Qualification is desirable. What Our Client Offers Working at our client means being part of something special. You ll enjoy: A friendly, supportive, and welcoming workplace. Real opportunities for ongoing training and career progression. A chance to make a meaningful impact in people s lives every day. A valued role within a close-knit team that cares as much about each other as they do their residents. If you believe that kindness and compassion should be at the heart of care, our client love to hear from you. Apply now and be part of their team at Alpine Lodge that makes each day brighter for their residents.
Harris Hill Charity Recruitment Specialists
Lawyer (UK Financial Sector Focus)
Harris Hill Charity Recruitment Specialists
Harris Hill is delighted to be supporting the recruitment of a Lawyer (UK Financial Sector Focus) on behalf of the Commonwealth Climate and Law Initiative (CCLI). CCLI is a UK charity working at the intersection of law, finance and sustainability, with a global reputation for producing rigorous legal analysis that helps clarify how existing legal frameworks apply to climate and nature-related financial risks. This newly created role will play a key part in shaping CCLI s expanding programme of work on investor fiduciary duties across the UK financial sector. This post is offered as a one-year fixed-term contract, with the possibility of extension subject to funding. The role can be fully remote or hybrid, with access to a London co-working space, and will involve occasional travel. The postholder will lead the development and delivery of CCLI s UK investor fiduciary workstream, initially focusing on the insurance, pensions and banking sectors. This will involve scoping and commissioning authoritative legal analysis from leading commercial law firms and academics, translating complex legal findings into practical guidance for boards, trustees and their advisers, and tracking relevant regulatory and disclosure developments across the financial services landscape. The role involves building and maintaining relationships with a wide range of stakeholders, including institutional investors, regulators, professional bodies, and the legal community, as well as representing CCLI at conferences, roundtables and other external forums. Working closely with the Executive Director within a small and collaborative team, the successful candidate will also contribute to communications, strategic development and fundraising activity. We are looking for a qualified solicitor or barrister in England and Wales with strong expertise in financial services law, ideally in insurance, banking, or pensions. Candidates should be able to demonstrate clear engagement with climate change or environmental sustainability, whether through their professional work, research, writing, pro bono activity, or other initiatives that connect legal practice with climate- and nature-related financial risks. To be successful, you need to bring a deep understanding of how financial institutions are structured and regulated, alongside a demonstrable commitment to addressing climate and nature-related financial risks through legal and governance frameworks. You will be a confident communicator, confident and effective in public speaking, with the ability to represent the organisation at conferences, roundtables and stakeholder events, and to communicate complex legal ideas clearly to diverse audiences. This role would suit a self-starter who is comfortable working with a high degree of ownership in a small, purpose-driven organisation and who is motivated by the opportunity to apply their legal expertise to drive meaningful change. To apply, please submit your up-to-date CV by 3 May at 23:59 AM. Shortlisted candidates will then be asked to provide a tailored cover letter. Please note, only successful applicants will be contacted with further information. As a leading charity recruitment specialist and a certified B Corp , Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.
Apr 15, 2026
Full time
Harris Hill is delighted to be supporting the recruitment of a Lawyer (UK Financial Sector Focus) on behalf of the Commonwealth Climate and Law Initiative (CCLI). CCLI is a UK charity working at the intersection of law, finance and sustainability, with a global reputation for producing rigorous legal analysis that helps clarify how existing legal frameworks apply to climate and nature-related financial risks. This newly created role will play a key part in shaping CCLI s expanding programme of work on investor fiduciary duties across the UK financial sector. This post is offered as a one-year fixed-term contract, with the possibility of extension subject to funding. The role can be fully remote or hybrid, with access to a London co-working space, and will involve occasional travel. The postholder will lead the development and delivery of CCLI s UK investor fiduciary workstream, initially focusing on the insurance, pensions and banking sectors. This will involve scoping and commissioning authoritative legal analysis from leading commercial law firms and academics, translating complex legal findings into practical guidance for boards, trustees and their advisers, and tracking relevant regulatory and disclosure developments across the financial services landscape. The role involves building and maintaining relationships with a wide range of stakeholders, including institutional investors, regulators, professional bodies, and the legal community, as well as representing CCLI at conferences, roundtables and other external forums. Working closely with the Executive Director within a small and collaborative team, the successful candidate will also contribute to communications, strategic development and fundraising activity. We are looking for a qualified solicitor or barrister in England and Wales with strong expertise in financial services law, ideally in insurance, banking, or pensions. Candidates should be able to demonstrate clear engagement with climate change or environmental sustainability, whether through their professional work, research, writing, pro bono activity, or other initiatives that connect legal practice with climate- and nature-related financial risks. To be successful, you need to bring a deep understanding of how financial institutions are structured and regulated, alongside a demonstrable commitment to addressing climate and nature-related financial risks through legal and governance frameworks. You will be a confident communicator, confident and effective in public speaking, with the ability to represent the organisation at conferences, roundtables and stakeholder events, and to communicate complex legal ideas clearly to diverse audiences. This role would suit a self-starter who is comfortable working with a high degree of ownership in a small, purpose-driven organisation and who is motivated by the opportunity to apply their legal expertise to drive meaningful change. To apply, please submit your up-to-date CV by 3 May at 23:59 AM. Shortlisted candidates will then be asked to provide a tailored cover letter. Please note, only successful applicants will be contacted with further information. As a leading charity recruitment specialist and a certified B Corp , Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.

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