30 jobs found

Protection Adviser £30,000 basic + uncapped commission (OTE £70k+) An excellent opportunity has arisen for an experienced Protection Adviser to join a respected advisory firm that is growing its professional and collaborative team. This role offers high-quality lead flow, allowing you to focus on delivering advice and outcomes rather than sourcing business. The Opportunity You will advise clients on life insurance, critical illness cover (CIC), and income protection (IP), managing applications from initial fact-find through to completion to ensure a smooth and efficient process. Key Responsibilities • Deliver high-quality, compliant protection advice • Build long-term, trusted client relationships • Assess applications against insurer criteria and underwriting requirements • Work closely with the compliance team to maintain regulatory standards Requirements • Proven experience advising on life insurance, CIC, and income protection • Strong organisational skills and attention to detail • Excellent communication and client-service focus • Proactive, team-oriented, and able to work in a fast-paced environment Benefits • £30,000 basic salary plus uncapped commission (OTE £70k+) • 21 days annual leave plus bank holidays, Christmas shutdown, and your birthday off • Health & Wellbeing Cash Plan • Salary sacrifice electric car scheme • Company pension and free parking • Biannual company events to celebrate team success This is an excellent opportunity to join a business that values professionalism, innovation, and client outcomes. To apply or find out more, please get in touch.

£30k basic starting salary depending on experience + uncapped commission + genuine career growth + great perks! For Protection Advisers who are seriously thinking about their next move, this could be perfect timing. At LifeSearch , weve spent over 25 years at the forefront of protection advice in the UK click apply for full job details

Your new companyYou'll be joining a leading UK insurance and financial services group that is experiencing sustained growth and continued investment. Known for its customer-centric approach, strong governance and innovation-led strategy, this organisation supports a large and diverse UK customer base. They are now seeking a Legal Counsel circa 1-5 PQE to join them in Bristol. With a collaborative culture and a clear commitment to responsible business practices, the company offers an environment where their in-house lawyers are encouraged to operate as true business partners and make a visible commercial impact.Your new roleAs Legal Counsel, you will be an integral part of an established in-house Legal function, providing pragmatic, commercially focused legal advice to stakeholders across the business. Working closely with senior leaders and cross-functional teams, you will support commercial contracts and strategic projects, managing matters from initial instruction through to completion. Reporting to a senior lawyer, you will act as a trusted adviser while developing exposure across a broad range of legal disciplines, including commercial property, litigation, intellectual property, employment and data protection. This role is ideally suited to a commercially minded lawyer who enjoys working at pace, balancing risk with business priorities and contributing to wider organisational objectives.What you'll need to succeedTo succeed in this Legal Counsel role, you will demonstrate: Strong experience drafting and negotiating commercial contracts Excellent written and verbal communication skills, with the confidence to advise non-legal stakeholders The ability to manage multiple priorities and deliver clear, timely and proportionate legal advice Sound commercial judgment and confidence in decision-making A proactive, delivery-focused and solution-orientated mindset Desirable experience includes: Background within financial services or another regulated industry Knowledge of data protection law Approximately 1-5 years' PQE, gained either in-house or within a reputable commercial law firm What you'll get in returnYou'll be rewarded with a competitive salary and a flexible, inclusive benefits package designed to support wellbeing, balance and long-term career development, including: Hybrid working - typically 2 days office-based, 3 days remote Generous annual leave, increasing with length of service, plus bank holidays Discretionary annual bonus Employer-supported pension scheme Flexible working arrangements and flexi-time Healthcare cash plan and wellbeing support Electric vehicle salary sacrifice scheme Life assurance Apply nowIf you're a commercially driven Legal Counsel looking to progress your in-house career within a growing, well-regulated organisation where your advice has real influence, this is an opportunity worth exploring. Please contact Harriet Chapman at Hays Legal for further information. Apply now to take the next step in your legal 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

Mortgage Advisor-(Piccadilly, Manchester) Salary: £33,000 + Uncapped Commission (OTE £70,000-£80,000) First Mortgage is a leading UK fee-free mortgage broker , known for its customer-first approach and excellent service. As part of Mortgage Advice Bureau (MAB), advisors benefit from access to a wide lender panel, strong support, and a modern, forward-thinking environment. Are you an ambitious, CeMAP-qualified Mortgage Advisor looking to take your career to the next level? This opportunity is for you! As a family-run business and part of Mortgage Advice Bureau (MAB), we combine a supportive, people-first culture with industry-leading resources, giving you everything you need to succeed in a high-performing environment. The Opportunity We re looking for an experienced Mortgage Advisor to join our thriving Manchester City Centre (Piccadilly) branch. This is a fast-paced, high-achieving office where success is recognised and rewarded. You ll benefit from a consistent flow of warm, qualified leads-allowing you to focus on what you do best: delivering expert advice, building relationships, and closing deals. What You ll Be Doing Providing tailored mortgage and protection advice to meet clients financial and protection needs Supporting clients throughout the application process from enquiry to completion Recommending suitable protection products to safeguard clients and their families Conducting detailed mortgage assessments Liaising with lenders to secure the best possible outcomes Working alongside a dedicated Client Relationship Manager for seamless case management What We re Looking For Fully CeMAP qualified (essential) Proven experience as a Mortgage Advisor/Broker Strong track record in sales and target achievement Experience providing protection advice Self-motivated with the ability to work independently Highly organised with the ability to manage multiple clients A team player who thrives in a high-performance environment What You ll Get Competitive base salary of £33,000 Uncapped commission with OTE of £70,000-£80,000 Warm , pre-qualified leads provided Dedicated Client Relationship Manager support Access to a wide lender panel via MAB A high-performing , supportive team culture Full academy training and ongoing support Benefits & Perks Private medical insurance Pension scheme & group life insurance Gym membership Modern office with breakout spaces Regular social events Wellbeing support initiatives Working Hours Monday to Friday: 9:00am - 5:30pm Alternate Saturdays: 10:00am - 4:00pm (with a day off in lieu) Ready to Apply? If you re driven, ambitious, and ready to maximise your earning potential in a supportive, high-performing environment, apply today . Other suitable skills and experience include, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, CeMAP Mortgage Advisor, Protection Advisor.

About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate. The Adviser Tech Assistant will work from the Bristol office on a Hybrid basis, 3 days a week and support the effective running, governance, and optimisation of core business systems used across the organisation, including advisers, client support teams, paraplanners, and other operational users. The role will ensure users have appropriate access, systems are maintained effectively, and queries are resolved efficiently, while contributing to key projects, integrations, and system improvements. This is an exciting opportunity to join Titan as we continue to grow and scale. Candidates joining us at this pivotal stage will have the chance to make a real impact on the success of the business. Responsibilities Support system governance across key platforms, ensuring appropriate usage, controls, and data integrity Manage user access and permissions across systems for all business users, including onboarding (joiners) and offboarding (leavers) Administer and monitor system licenses, ensuring optimal allocation and compliance Respond to system, access, and data-related queries via shared inboxes in a timely and professional manner Provide day-to-day support for core business systems used across the organisation, including IO, FE Analytics, AssureWeb, SmartSearch, and DocuSign Support a wide range of users including advisers, client support teams, paraplanners, and other operational stakeholders Assist with system integrations and ensure data flows correctly between platforms Support IO migrations, including setup, validation, and issue resolution Assist with internal projects, including system upgrades, enhancements, and process improvements Maintain accurate documentation of processes, system configurations, and access controls Identify opportunities to improve system usage, efficiency, and user experience across all user groups Work collaboratively with stakeholders across the business to support operational needs Critical Skills and Experience required Strong organisational skills with the ability to manage multiple systems and priorities High attention to detail, particularly around access control and data handling Strong problem-solving skills with a proactive and solutions-focused mindset Excellent communication skills, with the ability to support a range of users with varying technical knowledge Ability to work effectively within a small team while supporting the wider business Comfortable working with systems, data, and administrative tools Experience managing user access, licenses, or system administration (desirable) Exposure to financial services platforms or CRM/back-office systems (desirable) Qualifications (Essential & Desirable) Degree or equivalent experience in a relevant field (e.g. Business, IT, Operations) - desirable Experience in a systems support, operations, or admin role - desirable Familiarity with financial services systems (e.g. IO, FE Analytics, AssureWeb, SmartSearch, DocuSign) - desirable Key Interfaces (Internal and External) Business Operations Director Regional Managing Directors Head of Central Operations Head of Corporate Administration Head of Operations Excellence Client Operations Director Compliance, Risk, Technology and Data teams FCA requirements TCF/RCR Adhere to all FCA regulations including consumer duty. To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department. 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 - 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.

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.

Junior / Trainee Data Analyst Salary: £25,000 - £30,000 Location: Alcester (Hybrid) Our client is a technology-focused Mortgage Network, offering support services to Mortgage and Protection Advisers. Their goal is to continue to be the best home for Mortgage Advisers, Protection Specialists, Equity Release Experts and General Insurance Professionals, whatever their size or location, using market-leading technology. Key Responsibilities: Create, maintain, and enhance reporting solutions that provide actionable insights for the business. Collaborate with various departments to uphold data quality and keep records current. Develop and maintain dynamic dashboards and reports to support business objectives. Work with large datasets, ensuring reliability, accuracy, and optimal data delivery. Utilise advanced tools for data extraction, analysis, and presentation. Ideal Candidate Our client is looking for someone who: Holds a relevant qualification in data analysis or a related field. Is proficient in Microsoft applications, particularly Excel, SQL, and Power BI. Can communicate complex financial information clearly to non-finance personnel. Demonstrates a strong team spirit while also being able to work independently. Is detail-oriented with excellent organisational skills for managing tasks effectively. Exhibits a passion for learning and development in the data analysis field. Is capable of analysing complex datasets and recognising meaningful trends. Benefits: Company pension Health and wellbeing programme Sick pay As our client is a non-sponsoring company, you must already have the right to work in the UK.

Court of Protection Solicitor/Legal Executive - Plymouth, Devon Hybrid Working Private Client Law Mental Capacity Act Court of Protection Lawyer - Plymouth A leading and well-established Devon law firm is strengthening its Court of Protection/Private Client team and is now recruiting a Solicitor or Legal Executive for its Plymouth office , with flexible hybrid working . This opportunity suits both experienced Court of Protection lawyers and Solicitors or Legal Executives from related disciplines (private client, family, litigation) who are keen to re-train into Court of Protection law with structured support. The Role - Court of Protection & Mental Capacity You will work as part of a large, specialist Court of Protection team , managing a broad and varied caseload , including: Advising under the Mental Capacity Act Acting for adults, children, elderly clients, trustees and beneficiaries Managing complex matters arising from illness, injury, or age Visiting clients in their homes or care settings where required Liaising with family members, care providers, case managers and professionals Supporting clients' day-to-day and long-term financial arrangements alongside financial advisers The work is meaningful, people-focused and intellectually challenging. Candidate Requirements This role is open to a wide range of backgrounds, including: Solicitors or Legal Executives (including Newly Qualified ) Experience in Court of Protection is welcome but not essential Lawyers from private client, family law, or litigation with a genuine interest in Court of Protection Understanding of the Mental Capacity Act (or willingness to develop this quickly) Strong interpersonal skills and a client-centred mindset Salary & Benefits Excellent starting salary , dependent on experience Hybrid working with a sensible balance between home and office 25 days' annual leave plus birthday leave and Christmas closure Healthcare and dental insurance Wellbeing cash plan (dental, optical, therapies, wellbeing support) Salary sacrifice pension scheme Private Medical Insurance (Associate level and above) Clear career progression pathway with ongoing training Paper-light working environment with strong internal support A genuine, firm-wide commitment to employee wellbeing Apply Today To apply for this Court of Protection Solicitor/Legal Executive role in Plymouth , click Apply Now and upload your CV. For a confidential discussion about this role or other legal opportunities across the South West , contact Paul Norman directly

Protection Adviser £30,000 basic + uncapped commission (OTE £70k+) An excellent opportunity has arisen for an experienced Protection Adviser to join a respected advisory firm that is growing its professional and collaborative team. This role offers high-quality lead flow, allowing you to focus on delivering advice and outcomes rather than sourcing business. The Opportunity You will advise clients on life insurance, critical illness cover (CIC), and income protection (IP), managing applications from initial fact-find through to completion to ensure a smooth and efficient process. Key Responsibilities • Deliver high-quality, compliant protection advice • Build long-term, trusted client relationships • Assess applications against insurer criteria and underwriting requirements • Work closely with the compliance team to maintain regulatory standards Requirements • Proven experience advising on life insurance, CIC, and income protection • Strong organisational skills and attention to detail • Excellent communication and client-service focus • Proactive, team-oriented, and able to work in a fast-paced environment Benefits • £30,000 basic salary plus uncapped commission (OTE £70k+) • 21 days annual leave plus bank holidays, Christmas shutdown, and your birthday off • Health & Wellbeing Cash Plan • Salary sacrifice electric car scheme • Company pension and free parking • Biannual company events to celebrate team success This is an excellent opportunity to join a business that values professionalism, innovation, and client outcomes. To apply or find out more, please get in touch.

Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts. As the Trust & Tax Manager, you will be responsible for: Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals Preparation of annual trust accounts and associated annual compliance matters Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests Arranging payment of tax and corresponding with HMRC as required Dealing with FATCA and CRS compliance Registering trusts on HMRC's trust register and maintaining the register Liaising with trustees, beneficiaries, investment advisers and other professionals Attending annual trustee meetings where appropriate The successful Trust & Tax Manager have the following related skills / experience: AAT or ATT qualified Strong experience in a similar role Knowledge of double entry bookkeeping and excellent Excel skills Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution Life Assurance - 4 x salary Group Income Protection Insurance BUPA Cash Plan - Auto enrolment after completion of probationary period Regular events organised by the social committee including a summer and Christmas parties For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)

Opportunity: Court of Protection Solicitor (4-6 PQE) Location: Bristol (Hybrid - 1 day per week in office) Salary: Up to 70,000 (DOE) + Bonus Are you looking to join a specialist firm where you can genuinely develop your expertise in Court of Protection work, while being part of an ambitious and growing team? Yolk Recruitment are working with a forward-thinking private client firm that is quickly building a national presence. With a clear vision to become a market leader in private client work, the firm has already achieved recognition in both The Legal 500 and Chambers and Partners, reflecting the quality of work and calibre of the team. Following continued growth - including the recent expansion of their Bristol office - they are now looking to appoint a Court of Protection Solicitor to join their collaborative and highly regarded team. The Role: You will join a specialist Court of Protection team working closely with vulnerable clients and their families, delivering sensitive, practical advice on a range of matters. Your caseload will include: Property & financial affairs deputyships (both applications and ongoing management) Statutory wills Contested Court of Protection matters Day-to-day management of deputyship files, including liaising with clients, families and third parties This is a varied role where you will have real autonomy over your caseload, while also benefiting from close support within a growing and well-structured team. You will regularly work alongside healthcare professionals, financial advisers and other specialists, ensuring a holistic approach to client care. What We Are Looking For: A qualified junior solicitor with strong experience in Court of Protection work, particularly deputyships Confidence managing your own caseload with minimal supervision A compassionate, client-focused approach with excellent communication skills A genuine interest in working with vulnerable clients and making a positive impact What Is in It for You? Hybrid working - only 1 day per week in the office Private health and dental insurance Buy/sell holiday scheme plus Christmas shutdown Enhanced annual leave and pension Clear progression opportunities within a growing national firm A supportive, collaborative environment with a strong focus on wellbeing The opportunity to join a team at an exciting stage of growth, where you can really shape your career If you're looking to take the next step in your career within a specialist private client environment that genuinely values its people and clients, I'd love to speak with you. Apply now or get in touch for a confidential chat! 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.

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. Purpose of the role We are looking to hire a T&C manager to develop Trainee Financial Planners in the region to reach competent adviser status (CAS), competency assessment of Financial Planners that join Titan Wealth Planning via acquisitions and the monitoring of ongoing competency of CAS Planners under your supervision. Ensuring compliance with relevant legislation and procedures. Assisting the operation of effective systems and controls to mitigate business risks and to ensure compliance with the regulatory system. Helping to maintain a collegiate relationship with both advisers and support staff to foster a positive approach to competence across the company. Responsibilities To act as first line Supervisor to Financial Planners of varying experience, based in varying locations. Ensure that Financial Planners within your span of control are supervised in accordance with the Group T&C Scheme. Deliver new entrant training and other training interventions as required. Work closely with the Training & Development Team to fulfil the objectives of each Trainee through to CAS and beyond. Undertake Role Plays, Live Observations and Competency Assessments as required, and provide feedback to Planners. Assessment of KPIs to identify development areas, agree CPD and deliver appropriate coaching and training to support and help develop Planners. Assist Group Compliance with ensuring that training material is kept up to date and with the development of new material as required. Ensure own ongoing competency. Promote and display the client-centric culture of the business. Proactively share best practice. Experience, skills and key requirements. Critical Skills and Experience required Current experience working in a Training & Competence role within the Financial Services sector supervising Financial Planners in all areas (Pensions, Investments and Protection) with a deep understanding of Financial Planning and a client centric approach. Experience of providing effective Coaching. Working knowledge of relevant FCA rules. A solid understanding of complaints procedures. A good understanding of other relevant legislation, including that related to financial crime and GDPR. An strong understanding of updating policies and procedures. An in depth understanding of Training & Competency. Working knowledge of and be competent with Microsoft Applications Essential Qualifications Essential: Qualified to at least QCF Level 4 or equivalent qualification AF7, CF8 and ER1 preferred but not essential. (H15, JO7 or AF6 are desirable). Key Interfaces (Internal and External) Financial Planners Group Compliance Regional Manager Internal teams Other information Travel required for team meetings/face to face adviser meetings Key behaviours Commercial Awareness Innovation Collaboration Team contribution Professionalism 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. Some of our 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 - Lunch and snacks provided in the Bristol office. - 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.

Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts. As the Trust & Tax Manager, you will be responsible for: Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals Preparation of annual trust accounts and associated annual compliance matters Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests Arranging payment of tax and corresponding with HMRC as required Dealing with FATCA and CRS compliance Registering trusts on HMRC's trust register and maintaining the register Liaising with trustees, beneficiaries, investment advisers and other professionals Attending annual trustee meetings where appropriate The successful Trust & Tax Manager have the following related skills / experience: AAT or ATT qualified Strong experience in a similar role Knowledge of double entry bookkeeping and excellent Excel skills Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution Life Assurance - 4 x salary Group Income Protection Insurance BUPA Cash Plan - Auto enrolment after completion of probationary period Regular events organised by the social committee including a summer and Christmas parties For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)

Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts. As the Trust & Tax Manager, you will be responsible for: Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals Preparation of annual trust accounts and associated annual compliance matters Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests Arranging payment of tax and corresponding with HMRC as required Dealing with FATCA and CRS compliance Registering trusts on HMRC's trust register and maintaining the register Liaising with trustees, beneficiaries, investment advisers and other professionals Attending annual trustee meetings where appropriate The successful Trust & Tax Manager have the following related skills / experience: AAT or ATT qualified Strong experience in a similar role Knowledge of double entry bookkeeping and excellent Excel skills Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous. Benefits: 25 days hols + bank hols Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution Life Assurance - 4 x salary Group Income Protection Insurance BUPA Cash Plan - Auto enrolment after completion of probationary period Regular events organised by the social committee including a summer and Christmas parties For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)