Assistant Financial Planner Location; Leicestershire Salary; Circa £45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS: Financial Planning Assistance Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required produce a detailed note for client meetings highlighting the client's objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. As required ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments: Pensions and Investments teams will prepare meeting packs in advance of the client meeting. Paraplanning will prepare suitability reports and cash flow modelling. Technical Tasks Review client communication documents to ensure accuracy. Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. Support the organisation of the annual client conference. Represent the firm professionally during all client events and interactions. Service and Compliance Ensure that the firm's high standards of client care are met by demonstrating competence in all stages of the advisory process. Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures. QUALIFICATIONS: Essential 5 GCSE's or equivalent including English Language - Grade C or above Part qualified level 4, diploma in Financial Planning Desirable Qualified level 4, diploma in Financial Planning. Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. DEMONSTRABLE EXPERIENCE: Essential At least 3 years' experience within financial services role. Servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPI's and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace If you wish to discuss to be considered for this role, please email your cv to (url removed) or feel free to call me on (phone number removed). If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.
May 07, 2026
Full time
Assistant Financial Planner Location; Leicestershire Salary; Circa £45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS: Financial Planning Assistance Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required produce a detailed note for client meetings highlighting the client's objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. As required ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments: Pensions and Investments teams will prepare meeting packs in advance of the client meeting. Paraplanning will prepare suitability reports and cash flow modelling. Technical Tasks Review client communication documents to ensure accuracy. Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. Support the organisation of the annual client conference. Represent the firm professionally during all client events and interactions. Service and Compliance Ensure that the firm's high standards of client care are met by demonstrating competence in all stages of the advisory process. Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures. QUALIFICATIONS: Essential 5 GCSE's or equivalent including English Language - Grade C or above Part qualified level 4, diploma in Financial Planning Desirable Qualified level 4, diploma in Financial Planning. Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. DEMONSTRABLE EXPERIENCE: Essential At least 3 years' experience within financial services role. Servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPI's and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace If you wish to discuss to be considered for this role, please email your cv to (url removed) or feel free to call me on (phone number removed). If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.
This is a factory-based, hands-on role focused on making a real difference. The HSE Lead will support teams in meeting their Health, Safety and Environmental compliance obligations while driving best practice across all areas of the business. The role requires someone who can apply practical HSE solutions to deliver meaningful change within a manufacturing environment. A strong passion for engaging people, encouraging development, and challenging existing practices where necessary is essential. The successful candidate will play a key role in driving a positive culture shift, embedding effective HSE behaviours into everyday operations. A proactive, can-do attitude is essential. The role works closely with management to promote ownership of HSE responsibilities across all employees. Strong collaboration skills are required to understand stakeholder needs and influence behavioural change that improves both HSE performance and compliance. The position requires a careful balance between attention to detail and sound judgement, ensuring compliance is maintained while also supporting operational priorities. A pragmatic, fact-based approach to HSE management is therefore essential. Qualifications / Technical NEBOSH General Certificate / NVQ Level 5 (ideally working towards Diploma) IEMA Environmental Certificate (or equivalent) Minimum TechIOSH status (CertIOSH desirable or willingness to work towards) Strong working knowledge of ISO 45001 and ISO 14001 standards Internal Auditor qualification (advantageous) Understanding of Root Cause Analysis techniques (e.g. 5 Whys, Fishbone, Domino Theory) Knowledge & Experience Minimum 3 years experience in an HSE Coordinator or advisory role Strong understanding of UK HSE legislation and regulatory requirements Proven experience in a busy manufacturing environment Demonstrated ability to lead multiple HSE improvement initiatives or projects Main Duties & Responsibilities Health, Safety & Environmental Management Develop, implement, and maintain HSE policies and procedures Monitor compliance with legal and other applicable requirements Support the development of risk assessments and environmental aspect/impact assessments Work with management to implement risk controls and corrective actions Training & Awareness Design and deliver internal HSE training sessions across a range of topics Support onboarding and contractor HSE inductions Coordinate external training requirements (e.g. First Aid) and maintain records Promote HSE awareness through consultation, committees, and HSE representatives Incident Reporting & Investigation Oversee reporting of accidents, incidents, and near misses Lead investigations to identify root causes Implement corrective and preventive actions Ensure timely statutory reporting (e.g. RIDDOR) and internal escalation Inspections & Audits Carry out routine workplace inspections to ensure compliance, Conduct internal audits of the Integrated Management System (IMS), Produce reports with findings and improvement recommendations Emergency Preparedness Maintain and update the Site Emergency Preparedness and Response Plan, Coordinate emergency drills (e.g. fire, spill response) and evaluate effectiveness, Ensure emergency procedures are understood and equipment is maintained Regulatory Compliance Maintain awareness of relevant HSE legislation and updates, Ensure operations meet or exceed legal and industry best practice standards, Support preparation of regulatory submissions and external reporting Environmental & Sustainability Maintain the register of environmental aspects and impacts, Support waste management processes and duty of care compliance, Identify and support initiatives to improve energy efficiency, Drive improvements in material use, waste reduction, and process efficiency, Contribute to sustainability initiatives aimed at reducing environmental impact and carbon footprint. Company benefits Pension advisor, Company pensions contributions 8%, with employee minimum of 4%, Cycle to work, Company events Christmas party, family fun day (Plymouth based), Company sick pay, 4x salary life assurance, Christmas vouchers, Employee Assistance Programme Healthshield. Health cash plan, anytime physio, gym discounts, skin vision app, anytime GP and much more. 23 days annual leave + bank holidays, Heavily discounted products after probation. If you are interested or have the relevant experience and are currently looking for a new challenge then please submit an up to date CV by clicking the apply button. By applying for this position, you confirm that you consent to the processing of your personal data in accordance with the General Data Protection Regulation (GDPR) for the purposes of recruitment, employment and working finding service.
May 07, 2026
Full time
This is a factory-based, hands-on role focused on making a real difference. The HSE Lead will support teams in meeting their Health, Safety and Environmental compliance obligations while driving best practice across all areas of the business. The role requires someone who can apply practical HSE solutions to deliver meaningful change within a manufacturing environment. A strong passion for engaging people, encouraging development, and challenging existing practices where necessary is essential. The successful candidate will play a key role in driving a positive culture shift, embedding effective HSE behaviours into everyday operations. A proactive, can-do attitude is essential. The role works closely with management to promote ownership of HSE responsibilities across all employees. Strong collaboration skills are required to understand stakeholder needs and influence behavioural change that improves both HSE performance and compliance. The position requires a careful balance between attention to detail and sound judgement, ensuring compliance is maintained while also supporting operational priorities. A pragmatic, fact-based approach to HSE management is therefore essential. Qualifications / Technical NEBOSH General Certificate / NVQ Level 5 (ideally working towards Diploma) IEMA Environmental Certificate (or equivalent) Minimum TechIOSH status (CertIOSH desirable or willingness to work towards) Strong working knowledge of ISO 45001 and ISO 14001 standards Internal Auditor qualification (advantageous) Understanding of Root Cause Analysis techniques (e.g. 5 Whys, Fishbone, Domino Theory) Knowledge & Experience Minimum 3 years experience in an HSE Coordinator or advisory role Strong understanding of UK HSE legislation and regulatory requirements Proven experience in a busy manufacturing environment Demonstrated ability to lead multiple HSE improvement initiatives or projects Main Duties & Responsibilities Health, Safety & Environmental Management Develop, implement, and maintain HSE policies and procedures Monitor compliance with legal and other applicable requirements Support the development of risk assessments and environmental aspect/impact assessments Work with management to implement risk controls and corrective actions Training & Awareness Design and deliver internal HSE training sessions across a range of topics Support onboarding and contractor HSE inductions Coordinate external training requirements (e.g. First Aid) and maintain records Promote HSE awareness through consultation, committees, and HSE representatives Incident Reporting & Investigation Oversee reporting of accidents, incidents, and near misses Lead investigations to identify root causes Implement corrective and preventive actions Ensure timely statutory reporting (e.g. RIDDOR) and internal escalation Inspections & Audits Carry out routine workplace inspections to ensure compliance, Conduct internal audits of the Integrated Management System (IMS), Produce reports with findings and improvement recommendations Emergency Preparedness Maintain and update the Site Emergency Preparedness and Response Plan, Coordinate emergency drills (e.g. fire, spill response) and evaluate effectiveness, Ensure emergency procedures are understood and equipment is maintained Regulatory Compliance Maintain awareness of relevant HSE legislation and updates, Ensure operations meet or exceed legal and industry best practice standards, Support preparation of regulatory submissions and external reporting Environmental & Sustainability Maintain the register of environmental aspects and impacts, Support waste management processes and duty of care compliance, Identify and support initiatives to improve energy efficiency, Drive improvements in material use, waste reduction, and process efficiency, Contribute to sustainability initiatives aimed at reducing environmental impact and carbon footprint. Company benefits Pension advisor, Company pensions contributions 8%, with employee minimum of 4%, Cycle to work, Company events Christmas party, family fun day (Plymouth based), Company sick pay, 4x salary life assurance, Christmas vouchers, Employee Assistance Programme Healthshield. Health cash plan, anytime physio, gym discounts, skin vision app, anytime GP and much more. 23 days annual leave + bank holidays, Heavily discounted products after probation. If you are interested or have the relevant experience and are currently looking for a new challenge then please submit an up to date CV by clicking the apply button. By applying for this position, you confirm that you consent to the processing of your personal data in accordance with the General Data Protection Regulation (GDPR) for the purposes of recruitment, employment and working finding service.
St. James's Place Wealth Management
Wrecclesham, Surrey
Technical Adviser Assistant / Paraplanner Location Farnham, Surrey (GU9) Salary - up to £45,000 per annum This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients. The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be required to attend client meetings with the Principle and other Advisers. You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients. You will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs. Key Responsibilities: Technical Adviser Assistant / Paraplanner Technical Support Conduct research across pensions, investments, protection and estate planning solutions Prepare and write clear, compliant and client-focused suitability reports Analyse existing client arrangements and identify planning opportunities Assist advisers with technical queries and financial planning strategies Case Ownership Assist in managing cases from beginning to end, alongside the advisers and administration team Work closely with the administration team to ensure applications are processed accurately Monitor progress of business submitted and liaise with providers where necessary Ensure all client files and back-office systems are fully updated Financial Planning Support Prepare cashflow models using Voyant Provide analysis with use of Financial Express Analytics Assist with client meeting preparation and post-meeting actions Produce illustrations, product comparisons and supporting documentation Team Collaboration Work closely with advisers, administration staff and practice manager Help maintain a smooth workflow between advice, paraplanning and administration Contribute to improving processes and efficiencies within the practice About You: Technical Adviser Assistant/Paraplanner We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have: Experience working in a Paraplanning or Technical Adviser Support role Strong suitability report writing skills Good knowledge of pensions, investments, protection and estate planning St. James s Place experience preferable, but not essential as training can be provided Experience with Voyant is desired Excellent attention to detail and organisational skills You will need to be self-motivated and have the ability to manage multiple cases and deadlines effectively The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. 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 £216.94bn. 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.
May 07, 2026
Full time
Technical Adviser Assistant / Paraplanner Location Farnham, Surrey (GU9) Salary - up to £45,000 per annum This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients. The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be required to attend client meetings with the Principle and other Advisers. You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients. You will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs. Key Responsibilities: Technical Adviser Assistant / Paraplanner Technical Support Conduct research across pensions, investments, protection and estate planning solutions Prepare and write clear, compliant and client-focused suitability reports Analyse existing client arrangements and identify planning opportunities Assist advisers with technical queries and financial planning strategies Case Ownership Assist in managing cases from beginning to end, alongside the advisers and administration team Work closely with the administration team to ensure applications are processed accurately Monitor progress of business submitted and liaise with providers where necessary Ensure all client files and back-office systems are fully updated Financial Planning Support Prepare cashflow models using Voyant Provide analysis with use of Financial Express Analytics Assist with client meeting preparation and post-meeting actions Produce illustrations, product comparisons and supporting documentation Team Collaboration Work closely with advisers, administration staff and practice manager Help maintain a smooth workflow between advice, paraplanning and administration Contribute to improving processes and efficiencies within the practice About You: Technical Adviser Assistant/Paraplanner We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have: Experience working in a Paraplanning or Technical Adviser Support role Strong suitability report writing skills Good knowledge of pensions, investments, protection and estate planning St. James s Place experience preferable, but not essential as training can be provided Experience with Voyant is desired Excellent attention to detail and organisational skills You will need to be self-motivated and have the ability to manage multiple cases and deadlines effectively The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. 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 £216.94bn. 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.
St. James's Place Wealth Management
Tonbridge, Kent
Client Services / Technical Administrator Location - Tonbridge Hours - Full-time / Hybrid working (2-3 days in office) Salary - Up to £40,000 (depending on experience) + Bonus, Pension + Benefits Are you an enthusiastic Client Services / Technical Administrator with experience in a St. James s Place Partner Practice and looking for a new challenge? Working full time as part of the team this is an outstanding new opportunity within a highly successful SJP Partner Practice. The team pride themselves in providing an exceptional service to their clients and this role represents an exciting opportunity for the right person to join them, contributing positively to both the client experience and the overall success of the business. The Role - Client Services / Technical Administrator The role of the Client Services / Technical Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration. As a key member of the team, you ll work closely with colleagues to deliver high-quality, administrative, and technical support. Key Tasks and Responsibilities Working closely with Advisers and the team to ensure a smooth and efficient client journey from initial meeting through to ongoing review. You will be the Go To' person for clients and third parties dealing with requests for valuations, withdrawals, fund switches, general enquiries, and chasing providers for funds and information Preparing meeting agendas, meeting packs, and supporting documentation for all client meetings (initial, review, and presentation), ensuring all relevant data and compliance documentation is accurate and complete Gathering and analysing financial information, including portfolio data, to support client reviews and recommendations Ownership of post-meeting actions, including updating client records, CFR, advice records, and ensuring all follow-up tasks and agreed actions are monitored and progressed through to completion. Preparing suitability reports for straightforward cases using AI-supported tools, ensuring outputs are accurate, compliant, and aligned with the Advisers recommendations Managing Salesforce and keeping all client details up to date The Person - Client Services / Technical Administrator This is an interesting and challenging role for a positive and professional self-starter who enjoys using their initiative, is collaborative and has a can do working style. You have experience in working a St. James's Place Partner Practice and have a strong understanding of the financial planning principles, including investments, pensions and cashflow modelling. You will be comfortable operating in a fast-paced, client-focused environment, be highly organised and detail-oriented. You may be working towards relevant professional qualifications or be interested to do so. You have excellent IT skills, and are confident using tools such as Sofi, Voyant and Financial Express Analytics Most importantly, you will be proactive, dependable and take pride in delivering a high standard of work, contributing positively to both the client experience and the overall success of the business. If this role sounds like a good fit for you, we'd love to hear from you. The application process is straightforward, and we personally review every application. 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 £216.94bn. 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.
May 07, 2026
Full time
Client Services / Technical Administrator Location - Tonbridge Hours - Full-time / Hybrid working (2-3 days in office) Salary - Up to £40,000 (depending on experience) + Bonus, Pension + Benefits Are you an enthusiastic Client Services / Technical Administrator with experience in a St. James s Place Partner Practice and looking for a new challenge? Working full time as part of the team this is an outstanding new opportunity within a highly successful SJP Partner Practice. The team pride themselves in providing an exceptional service to their clients and this role represents an exciting opportunity for the right person to join them, contributing positively to both the client experience and the overall success of the business. The Role - Client Services / Technical Administrator The role of the Client Services / Technical Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration. As a key member of the team, you ll work closely with colleagues to deliver high-quality, administrative, and technical support. Key Tasks and Responsibilities Working closely with Advisers and the team to ensure a smooth and efficient client journey from initial meeting through to ongoing review. You will be the Go To' person for clients and third parties dealing with requests for valuations, withdrawals, fund switches, general enquiries, and chasing providers for funds and information Preparing meeting agendas, meeting packs, and supporting documentation for all client meetings (initial, review, and presentation), ensuring all relevant data and compliance documentation is accurate and complete Gathering and analysing financial information, including portfolio data, to support client reviews and recommendations Ownership of post-meeting actions, including updating client records, CFR, advice records, and ensuring all follow-up tasks and agreed actions are monitored and progressed through to completion. Preparing suitability reports for straightforward cases using AI-supported tools, ensuring outputs are accurate, compliant, and aligned with the Advisers recommendations Managing Salesforce and keeping all client details up to date The Person - Client Services / Technical Administrator This is an interesting and challenging role for a positive and professional self-starter who enjoys using their initiative, is collaborative and has a can do working style. You have experience in working a St. James's Place Partner Practice and have a strong understanding of the financial planning principles, including investments, pensions and cashflow modelling. You will be comfortable operating in a fast-paced, client-focused environment, be highly organised and detail-oriented. You may be working towards relevant professional qualifications or be interested to do so. You have excellent IT skills, and are confident using tools such as Sofi, Voyant and Financial Express Analytics Most importantly, you will be proactive, dependable and take pride in delivering a high standard of work, contributing positively to both the client experience and the overall success of the business. If this role sounds like a good fit for you, we'd love to hear from you. The application process is straightforward, and we personally review every application. 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 £216.94bn. 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.
Join Our Team as a Product Owner! Location: Edinburgh (2 Days Onsite) Contract: 18-24 Months Rate: 620 per day (Umbrella) or a PAYE salary of 82,000 per annum + 5% annual bonus Are you ready to make a significant impact in the world of financial services? We are seeking an enthusiastic and skilled Product Owner to join our dynamic team. You'll play a pivotal role in shaping the Scottish Widows Platform, a cutting-edge solution designed to meet the evolving needs of today's financial advisers. If you thrive in a collaborative environment and have a passion for delivering exceptional products, we want to hear from you! Role Purpose: As a Product Owner, you will report directly to the Team Product Owner. Your primary responsibility will be to design, launch, and enhance platform functionality, ensuring it meets both client and business needs. Collaborating with our Platform and Engineering teams, you will take initiatives from concept through to scalable, compliant delivery. Key Responsibilities: Delivering Change: Collaborate closely with our delivery teams throughout analysis, delivery, and release activities. Sign off on user stories and test cases, triage defects, and support business readiness activities while communicating updates effectively. Manage third-party providers, measure progress against plans, and ensure the quality of output. Backlog Refinement: Work alongside the Team Product Owner to manage the product backlog efficiently. Define and own user stories, outcomes, and acceptance criteria for all small to medium-scale change initiatives. Product Management & Support: Continuously monitor product performance, delivering measurable business value with each release. Use data-driven insights to inform product decisions. Represent the platform team during production incidents, define tactical and strategic solutions, and support their delivery. Key Skills & Capabilities: Core Skills: A strong user-centric mindset with the ability to represent the customer in complex delivery environments. Experience working in a technical delivery team, collaborating with suppliers, data, and engineering teams on technical aspects of the platform. Excellent ability to analyse and synthesize insights from data, research, and stakeholder input. Outstanding stakeholder management and influencing skills across multiple disciplines. Delivery & Ways of Working: Proven experience in agile, product, or change delivery teams. Ability to support prioritization and decision-making using customer impact and evidence. A knack for encouraging and motivating teams to deliver high-quality output. Comfortable facilitating workshops, ceremonies, and alignment sessions. Bonus Skills: Familiarity with FNZ, financial services, Jira, and Confluence is a plus! Knowledge of pensions and investments is advantageous, but we are also open to candidates with robust technical experience. If you are excited about the opportunity to drive change and enhance a vital platform in the financial services sector, apply today! Join us in creating innovative solutions that empower financial advisers and their clients. We can't wait to meet you! 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 ethnicities, 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. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.
May 07, 2026
Contractor
Join Our Team as a Product Owner! Location: Edinburgh (2 Days Onsite) Contract: 18-24 Months Rate: 620 per day (Umbrella) or a PAYE salary of 82,000 per annum + 5% annual bonus Are you ready to make a significant impact in the world of financial services? We are seeking an enthusiastic and skilled Product Owner to join our dynamic team. You'll play a pivotal role in shaping the Scottish Widows Platform, a cutting-edge solution designed to meet the evolving needs of today's financial advisers. If you thrive in a collaborative environment and have a passion for delivering exceptional products, we want to hear from you! Role Purpose: As a Product Owner, you will report directly to the Team Product Owner. Your primary responsibility will be to design, launch, and enhance platform functionality, ensuring it meets both client and business needs. Collaborating with our Platform and Engineering teams, you will take initiatives from concept through to scalable, compliant delivery. Key Responsibilities: Delivering Change: Collaborate closely with our delivery teams throughout analysis, delivery, and release activities. Sign off on user stories and test cases, triage defects, and support business readiness activities while communicating updates effectively. Manage third-party providers, measure progress against plans, and ensure the quality of output. Backlog Refinement: Work alongside the Team Product Owner to manage the product backlog efficiently. Define and own user stories, outcomes, and acceptance criteria for all small to medium-scale change initiatives. Product Management & Support: Continuously monitor product performance, delivering measurable business value with each release. Use data-driven insights to inform product decisions. Represent the platform team during production incidents, define tactical and strategic solutions, and support their delivery. Key Skills & Capabilities: Core Skills: A strong user-centric mindset with the ability to represent the customer in complex delivery environments. Experience working in a technical delivery team, collaborating with suppliers, data, and engineering teams on technical aspects of the platform. Excellent ability to analyse and synthesize insights from data, research, and stakeholder input. Outstanding stakeholder management and influencing skills across multiple disciplines. Delivery & Ways of Working: Proven experience in agile, product, or change delivery teams. Ability to support prioritization and decision-making using customer impact and evidence. A knack for encouraging and motivating teams to deliver high-quality output. Comfortable facilitating workshops, ceremonies, and alignment sessions. Bonus Skills: Familiarity with FNZ, financial services, Jira, and Confluence is a plus! Knowledge of pensions and investments is advantageous, but we are also open to candidates with robust technical experience. If you are excited about the opportunity to drive change and enhance a vital platform in the financial services sector, apply today! Join us in creating innovative solutions that empower financial advisers and their clients. We can't wait to meet you! 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 ethnicities, 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. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.
Ctrl Alt is designing and operating the on-chain infrastructure powering digital capital markets globally. We bring together a unique blend of expertise in financial markets and cutting edge in house technology to deliver tailored, compliant solutions in the alternative assets space. Since launching in 2022, we've tokenized over $850m in assets across real estate, private credit, funds, litigation finance and more. We're building a high performance, people first culture where ambitious individuals can thrive. We move fast, think big and hold ourselves to a high bar, while keeping things collaborative, open and genuinely fun. At Ctrl Alt ideas win on merit, teams work closely with leadership, and everyone has a voice in shaping what we build next. We believe that hard work should come with real reward. You won't just join a company - you'll help build one. Last year alone, we grew from 17 to 50 people, and this year we're going faster and further. That means real responsibility, meaningful impact, and the opportunity to grow alongside a company that's redefining the future of finance through the tokenization of alternative assets. If you're excited by scale up energy, ownership, and the chance to help shape both a business and a culture, Ctrl Alt is where you can do the most rewarding work of your career. AS SEEN IN What's Involved As Ctrl Alt continues to scale, we are seeking a Head of Operations to lead, design, and continuously improve the company's operational function. This is a senior leadership role, reporting directly to the COO and working closely with the wider C suite to ensure the business has robust, scalable, and compliant operational foundations. The role spans multiple areas of the business and requires both strategic thinking and hands on delivery. You will be expected to build structure where needed, streamline existing processes, and act as a key operational partner to leadership and teams across the company. In this role you will: Own and oversee the day to day running of core operational processes across the business Design, implement, and continuously improve scalable operational workflows, controls, and documentation Act as a strategic partner to the COO and C suite, translating business objectives into effective operational execution Lead operational planning and prioritisation to support a rapidly growing organisation Ensure accuracy, consistency, and integrity of operational data, including oversight of reconciliations, validations, and reporting Identify operational risks and inefficiencies, and proactively design solutions to mitigate or resolve them Manage and deliver cross functional operational projects and initiatives Build, develop, and mentor operational capability within the team as the function grows Work closely with stakeholders across product, finance, legal, and technology to ensure seamless integration of processes Develop and maintain a strong understanding of the company's products, regulatory environment, rules, procedures, and internal controls Act as a point of escalation for complex operational issues, driving issues through to resolution Requirements Must Haves Have experience leading an operations function in a fast growing or scaling business environment Have significant experience in an operations, finance, or related role, with proven ownership of processes and outcomes Have a strong ability to manage complexity, prioritise effectively, and deliver against deadlines Pay high attention to detail, balanced with the ability to think strategically Are comfortable rolling up sleeves and leading by example in a hands on environment Have excellent written and verbal communication skills, with the ability to influence senior stakeholders Are self directed, solutions focused, and results driven Have strong problem solving and decision making capabilities Nice to Haves Have experience with financial products or real world assets A strong interest in fintech, tokenization, and the future of investing Join a scaling fintech building the next generation of investment banking. You'll work at the intersection of capital markets and cutting edge blockchain technology, helping drive and shape the future of financial infrastructure. What it's like working at Ctrl Alt Build and own the future of finance - Take real responsibility in shaping digital capital markets, with the autonomy to lead decisions and drive impact. Solve meaningful problems with exceptional people - Tackle complex challenges at the intersection of finance and technology alongside leaders with experience from Morgan Stanley, Credit Suisse, UBS, and Revolut. Grow fast in a high performance environment - Stretch beyond your comfort zone through close collaboration, rapid feedback, and continuous learning. Innovate and make your mark - Bring bold ideas to life and influence our platform, products, and how we operate from day one. Grow at speed - Stretch beyond your comfort zone with increased responsibility, fast feedback, and an environment designed for continuous improvement. How we support you Competitive salaries with regular reviews that reflect your impact, performance, and progression. Generous stock options so you directly share in the company's growth and long term success. Premium private healthcare to support your physical wellbeing. 26 days of annual leave, plus your birthday off, and regional bank holidays - with flexible leave so you can take time off when you need it. An enhanced parental leave policy to support you and your family at every stage. A MacBook, screens, and any additional equipment you need to perform at a high level. Access to salary sacrifice schemes covering childcare, groceries, EV cars, tech, pensions, bikes, and subscriptions. Modern, centrally located offices in London, Belfast, Dundalk, and Dubai - designed for collaboration and focus. An annual learning and personal development budget for training, exams, certifications, and qualifications - whatever helps you move forward. How to Apply Simply hit apply below, where you will be redirected to a form to fill out all relevant details. You will be asked to upload a CV and Cover Letter. Interview Process:
May 07, 2026
Full time
Ctrl Alt is designing and operating the on-chain infrastructure powering digital capital markets globally. We bring together a unique blend of expertise in financial markets and cutting edge in house technology to deliver tailored, compliant solutions in the alternative assets space. Since launching in 2022, we've tokenized over $850m in assets across real estate, private credit, funds, litigation finance and more. We're building a high performance, people first culture where ambitious individuals can thrive. We move fast, think big and hold ourselves to a high bar, while keeping things collaborative, open and genuinely fun. At Ctrl Alt ideas win on merit, teams work closely with leadership, and everyone has a voice in shaping what we build next. We believe that hard work should come with real reward. You won't just join a company - you'll help build one. Last year alone, we grew from 17 to 50 people, and this year we're going faster and further. That means real responsibility, meaningful impact, and the opportunity to grow alongside a company that's redefining the future of finance through the tokenization of alternative assets. If you're excited by scale up energy, ownership, and the chance to help shape both a business and a culture, Ctrl Alt is where you can do the most rewarding work of your career. AS SEEN IN What's Involved As Ctrl Alt continues to scale, we are seeking a Head of Operations to lead, design, and continuously improve the company's operational function. This is a senior leadership role, reporting directly to the COO and working closely with the wider C suite to ensure the business has robust, scalable, and compliant operational foundations. The role spans multiple areas of the business and requires both strategic thinking and hands on delivery. You will be expected to build structure where needed, streamline existing processes, and act as a key operational partner to leadership and teams across the company. In this role you will: Own and oversee the day to day running of core operational processes across the business Design, implement, and continuously improve scalable operational workflows, controls, and documentation Act as a strategic partner to the COO and C suite, translating business objectives into effective operational execution Lead operational planning and prioritisation to support a rapidly growing organisation Ensure accuracy, consistency, and integrity of operational data, including oversight of reconciliations, validations, and reporting Identify operational risks and inefficiencies, and proactively design solutions to mitigate or resolve them Manage and deliver cross functional operational projects and initiatives Build, develop, and mentor operational capability within the team as the function grows Work closely with stakeholders across product, finance, legal, and technology to ensure seamless integration of processes Develop and maintain a strong understanding of the company's products, regulatory environment, rules, procedures, and internal controls Act as a point of escalation for complex operational issues, driving issues through to resolution Requirements Must Haves Have experience leading an operations function in a fast growing or scaling business environment Have significant experience in an operations, finance, or related role, with proven ownership of processes and outcomes Have a strong ability to manage complexity, prioritise effectively, and deliver against deadlines Pay high attention to detail, balanced with the ability to think strategically Are comfortable rolling up sleeves and leading by example in a hands on environment Have excellent written and verbal communication skills, with the ability to influence senior stakeholders Are self directed, solutions focused, and results driven Have strong problem solving and decision making capabilities Nice to Haves Have experience with financial products or real world assets A strong interest in fintech, tokenization, and the future of investing Join a scaling fintech building the next generation of investment banking. You'll work at the intersection of capital markets and cutting edge blockchain technology, helping drive and shape the future of financial infrastructure. What it's like working at Ctrl Alt Build and own the future of finance - Take real responsibility in shaping digital capital markets, with the autonomy to lead decisions and drive impact. Solve meaningful problems with exceptional people - Tackle complex challenges at the intersection of finance and technology alongside leaders with experience from Morgan Stanley, Credit Suisse, UBS, and Revolut. Grow fast in a high performance environment - Stretch beyond your comfort zone through close collaboration, rapid feedback, and continuous learning. Innovate and make your mark - Bring bold ideas to life and influence our platform, products, and how we operate from day one. Grow at speed - Stretch beyond your comfort zone with increased responsibility, fast feedback, and an environment designed for continuous improvement. How we support you Competitive salaries with regular reviews that reflect your impact, performance, and progression. Generous stock options so you directly share in the company's growth and long term success. Premium private healthcare to support your physical wellbeing. 26 days of annual leave, plus your birthday off, and regional bank holidays - with flexible leave so you can take time off when you need it. An enhanced parental leave policy to support you and your family at every stage. A MacBook, screens, and any additional equipment you need to perform at a high level. Access to salary sacrifice schemes covering childcare, groceries, EV cars, tech, pensions, bikes, and subscriptions. Modern, centrally located offices in London, Belfast, Dundalk, and Dubai - designed for collaboration and focus. An annual learning and personal development budget for training, exams, certifications, and qualifications - whatever helps you move forward. How to Apply Simply hit apply below, where you will be redirected to a form to fill out all relevant details. You will be asked to upload a CV and Cover Letter. Interview Process:
Pensions Systems Analyst Leeds | Hybrid | Permanent | Up to £60,000 per annum Our client is seeking a DC Product Owner/Business Analyst to join their growing team. This is an exciting opportunity for someone with strong pensions experience to play a key role in delivering high-quality solutions, improving processes, and supporting end-to-end project delivery within a collaborative and fast-paced environment. Key Responsibilities & Skills: Significant experience within the pensions administration industry and/or in roles such as Business Analyst, Junior Product Owner, Product Analyst, or similar Strong analytical and problem-solving abilities, with a keen eye for detail Understanding of the software development life cycle (SDLC) Ability to plan, prioritise, and manage workloads effectively-both independently and across teams Excellent documentation skills, with the ability to clearly capture requirements and processes Strong communication skills, with confidence engaging stakeholders at all levels Ability to identify, challenge, and improve existing ways of working, gaining stakeholder buy-in for change Experience using or supporting pensions administration software Advanced Microsoft Office skills, particularly in Excel Proven experience delivering end-to-end projects Understanding and application of data governance principles Due to the volume of applications received for positions, it will not be possible to respond to all applications and only applicants who are considered suitable for interview will be contacted. Proactive Appointments Limited operates as an employment agency and employment business and is an equal opportunities organisation We take our obligations to protect your personal data very seriously. Any information provided to us will be processed as detailed in our Privacy Notice, a copy of which can be found on our website
May 06, 2026
Full time
Pensions Systems Analyst Leeds | Hybrid | Permanent | Up to £60,000 per annum Our client is seeking a DC Product Owner/Business Analyst to join their growing team. This is an exciting opportunity for someone with strong pensions experience to play a key role in delivering high-quality solutions, improving processes, and supporting end-to-end project delivery within a collaborative and fast-paced environment. Key Responsibilities & Skills: Significant experience within the pensions administration industry and/or in roles such as Business Analyst, Junior Product Owner, Product Analyst, or similar Strong analytical and problem-solving abilities, with a keen eye for detail Understanding of the software development life cycle (SDLC) Ability to plan, prioritise, and manage workloads effectively-both independently and across teams Excellent documentation skills, with the ability to clearly capture requirements and processes Strong communication skills, with confidence engaging stakeholders at all levels Ability to identify, challenge, and improve existing ways of working, gaining stakeholder buy-in for change Experience using or supporting pensions administration software Advanced Microsoft Office skills, particularly in Excel Proven experience delivering end-to-end projects Understanding and application of data governance principles Due to the volume of applications received for positions, it will not be possible to respond to all applications and only applicants who are considered suitable for interview will be contacted. Proactive Appointments Limited operates as an employment agency and employment business and is an equal opportunities organisation We take our obligations to protect your personal data very seriously. Any information provided to us will be processed as detailed in our Privacy Notice, a copy of which can be found on our website
Join Our Team as a Product Owner! Location: Edinburgh (2 Days Onsite) Contract: 18-24 Months Rate: £620 per day (Umbrella) or a PAYE salary of £82,000 per annum + 5% annual bonus Are you ready to make a significant impact in the world of financial services? We are seeking an enthusiastic and skilled Product Owner to join our dynamic team. You'll play a pivotal role in shaping the Scottish Widows Platform, a cutting-edge solution designed to meet the evolving needs of today's financial advisers. If you thrive in a collaborative environment and have a passion for delivering exceptional products, we want to hear from you! Role Purpose: As a Product Owner, you will report directly to the Team Product Owner. Your primary responsibility will be to design, launch, and enhance platform functionality, ensuring it meets both client and business needs. Collaborating with our Platform and Engineering teams, you will take initiatives from concept through to scalable, compliant delivery. Key Responsibilities: Delivering Change: Collaborate closely with our delivery teams throughout analysis, delivery, and release activities. Sign off on user stories and test cases, triage defects, and support business readiness activities while communicating updates effectively. Manage third-party providers, measure progress against plans, and ensure the quality of output. Backlog Refinement: Work alongside the Team Product Owner to manage the product backlog efficiently. Define and own user stories, outcomes, and acceptance criteria for all small to medium-scale change initiatives. Product Management & Support: Continuously monitor product performance, delivering measurable business value with each release. Use data-driven insights to inform product decisions. Represent the platform team during production incidents, define tactical and strategic solutions, and support their delivery. Key Skills & Capabilities: Core Skills: A strong user-centric mindset with the ability to represent the customer in complex delivery environments. Experience working in a technical delivery team, collaborating with suppliers, data, and engineering teams on technical aspects of the platform. Excellent ability to analyse and synthesize insights from data, research, and stakeholder input. Outstanding stakeholder management and influencing skills across multiple disciplines. Delivery & Ways of Working: Proven experience in agile, product, or change delivery teams. Ability to support prioritization and decision-making using customer impact and evidence. A knack for encouraging and motivating teams to deliver high-quality output. Comfortable facilitating workshops, ceremonies, and alignment sessions. Bonus Skills: Familiarity with FNZ, financial services, Jira, and Confluence is a plus! Knowledge of pensions and investments is advantageous, but we are also open to candidates with robust technical experience. If you are excited about the opportunity to drive change and enhance a vital platform in the financial services sector, apply today! Join us in creating innovative solutions that empower financial advisers and their clients. We can't wait to meet you! 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 ethnicities, 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. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.
May 06, 2026
Join Our Team as a Product Owner! Location: Edinburgh (2 Days Onsite) Contract: 18-24 Months Rate: £620 per day (Umbrella) or a PAYE salary of £82,000 per annum + 5% annual bonus Are you ready to make a significant impact in the world of financial services? We are seeking an enthusiastic and skilled Product Owner to join our dynamic team. You'll play a pivotal role in shaping the Scottish Widows Platform, a cutting-edge solution designed to meet the evolving needs of today's financial advisers. If you thrive in a collaborative environment and have a passion for delivering exceptional products, we want to hear from you! Role Purpose: As a Product Owner, you will report directly to the Team Product Owner. Your primary responsibility will be to design, launch, and enhance platform functionality, ensuring it meets both client and business needs. Collaborating with our Platform and Engineering teams, you will take initiatives from concept through to scalable, compliant delivery. Key Responsibilities: Delivering Change: Collaborate closely with our delivery teams throughout analysis, delivery, and release activities. Sign off on user stories and test cases, triage defects, and support business readiness activities while communicating updates effectively. Manage third-party providers, measure progress against plans, and ensure the quality of output. Backlog Refinement: Work alongside the Team Product Owner to manage the product backlog efficiently. Define and own user stories, outcomes, and acceptance criteria for all small to medium-scale change initiatives. Product Management & Support: Continuously monitor product performance, delivering measurable business value with each release. Use data-driven insights to inform product decisions. Represent the platform team during production incidents, define tactical and strategic solutions, and support their delivery. Key Skills & Capabilities: Core Skills: A strong user-centric mindset with the ability to represent the customer in complex delivery environments. Experience working in a technical delivery team, collaborating with suppliers, data, and engineering teams on technical aspects of the platform. Excellent ability to analyse and synthesize insights from data, research, and stakeholder input. Outstanding stakeholder management and influencing skills across multiple disciplines. Delivery & Ways of Working: Proven experience in agile, product, or change delivery teams. Ability to support prioritization and decision-making using customer impact and evidence. A knack for encouraging and motivating teams to deliver high-quality output. Comfortable facilitating workshops, ceremonies, and alignment sessions. Bonus Skills: Familiarity with FNZ, financial services, Jira, and Confluence is a plus! Knowledge of pensions and investments is advantageous, but we are also open to candidates with robust technical experience. If you are excited about the opportunity to drive change and enhance a vital platform in the financial services sector, apply today! Join us in creating innovative solutions that empower financial advisers and their clients. We can't wait to meet you! 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 ethnicities, 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. We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.
Blue Light Card. Individually great, together unstoppable The Role and the Team We're looking for an IT Systems Engineer to join our IT Operations team. This is a hands-on role where you'll support the day-to-day running of our IT environment while also contributing to projects that improve how we work. You'll play an important part in ensuring our systems are reliable, secure, and optimised, while helping us explore opportunities in automation, AI, and modern cloud technologies. Working closely with colleagues across London and our Head Office in Cossington, you'll provide in-person and remote support and collaborate on initiatives that enhance our IT services and colleague experience. What You'll Do Build positive working relationships with colleagues at all levels, acting as the sole trusted point of contact for IT support in the London office Provide supportive, high-quality deskside and remote assistance, including for senior stakeholders and leadership teams Manage and maintain IT systems, network infrastructure, and Windows/macOS environments across the organisation Administer and optimise Microsoft 365 and Entra ID/Azure AD, including user provisioning and licence management Troubleshoot and resolve incidents and service requests, ensuring a positive end-user experience Support and enhance endpoint security, system performance, and compliance standards Contribute to IT projects such as system upgrades, migrations, and SaaS integrations Identify and deliver improvements through automation and AI, including building or supporting workflows using tools such as N8N What You'll Bring Extensive experience as an IT Systems Engineer who is confident engaging with and supporting stakeholders at all levels, including senior leadership Experience in automation and emerging technologies, including AI and workflow tools such as N8N Experience working with Microsoft 365 and Entra ID/Azure AD environments Confidence supporting both Windows and macOS devices in a business setting Understanding of networking fundamentals (e.g. DNS, DHCP, VPNs, Wi-Fi) A thoughtful and proactive approach to troubleshooting and problem solving Experience using scripting (e.g. PowerShell) to automate tasks and improve efficiency Familiarity with device management, asset tracking, and service desk tools (e.g. Jira) Our Culture Our mission is simple - make heroes happy. Our members are the real-life heroes who keep us all safe, cared for, and thriving. It's what gets us up in the morning and pushes us to go further, think bigger, and create something that truly matters. By focusing on their happiness, we create amazing experiences, deliver unrivalled discounts, innovative products, and world-class service. We don't just follow the usual path - we look for smarter, bolder ways to deliver real impact. We take ownership, move fast, and work shoulder to shoulder to build something special. We promote hybrid working, and value in-person collaboration so encourage time in our offices, where you can make the most of our fully stocked snack drawers - either the HQ in Leicestershire, or London, Holborn office. The frequency and office location will vary depending on the role and team. We aim to be flexible, but we aren't able to offer fully remote working. Blue Light Card is an equal opportunities employer. We believe that employing a diverse workforce is key to our success. We make recruiting decisions based on your experience and skills. In the event of a high number of applications, we'll prioritise candidates who meet both the essential and desirable criteria for the role. What We Offer Hybrid working and flexible hours EV charging and free parking onsite at HQ 25 days annual leave plus an additional day off for your birthday, and a buy and sell holiday scheme of up to 5 days A company bonus scheme Your own Blue Light Card and exclusive access to thousands of discounts Generous funded BUPA medical insurance covering pre-existing conditions Auto-enrolment pension scheme via salary sacrifice, with employer NI savings reinvested into pensions Enhanced parental leave and absence leave Healthcare cashback plan Employee assistance programme (including mental health support) and mental health first aiders Great social events e.g., festive party, summer party, team socials, sports matches Regular company-wide recognition events e.g. monthly Light's Up and annual Shine awards Relaxed dress code and modern office space (games area, chill-out areas, book club, free drinks/snacks) Onsite gym at HQ (including access to free HIIT & stretch classes) Strong learning and development culture and personal growth fund
May 06, 2026
Full time
Blue Light Card. Individually great, together unstoppable The Role and the Team We're looking for an IT Systems Engineer to join our IT Operations team. This is a hands-on role where you'll support the day-to-day running of our IT environment while also contributing to projects that improve how we work. You'll play an important part in ensuring our systems are reliable, secure, and optimised, while helping us explore opportunities in automation, AI, and modern cloud technologies. Working closely with colleagues across London and our Head Office in Cossington, you'll provide in-person and remote support and collaborate on initiatives that enhance our IT services and colleague experience. What You'll Do Build positive working relationships with colleagues at all levels, acting as the sole trusted point of contact for IT support in the London office Provide supportive, high-quality deskside and remote assistance, including for senior stakeholders and leadership teams Manage and maintain IT systems, network infrastructure, and Windows/macOS environments across the organisation Administer and optimise Microsoft 365 and Entra ID/Azure AD, including user provisioning and licence management Troubleshoot and resolve incidents and service requests, ensuring a positive end-user experience Support and enhance endpoint security, system performance, and compliance standards Contribute to IT projects such as system upgrades, migrations, and SaaS integrations Identify and deliver improvements through automation and AI, including building or supporting workflows using tools such as N8N What You'll Bring Extensive experience as an IT Systems Engineer who is confident engaging with and supporting stakeholders at all levels, including senior leadership Experience in automation and emerging technologies, including AI and workflow tools such as N8N Experience working with Microsoft 365 and Entra ID/Azure AD environments Confidence supporting both Windows and macOS devices in a business setting Understanding of networking fundamentals (e.g. DNS, DHCP, VPNs, Wi-Fi) A thoughtful and proactive approach to troubleshooting and problem solving Experience using scripting (e.g. PowerShell) to automate tasks and improve efficiency Familiarity with device management, asset tracking, and service desk tools (e.g. Jira) Our Culture Our mission is simple - make heroes happy. Our members are the real-life heroes who keep us all safe, cared for, and thriving. It's what gets us up in the morning and pushes us to go further, think bigger, and create something that truly matters. By focusing on their happiness, we create amazing experiences, deliver unrivalled discounts, innovative products, and world-class service. We don't just follow the usual path - we look for smarter, bolder ways to deliver real impact. We take ownership, move fast, and work shoulder to shoulder to build something special. We promote hybrid working, and value in-person collaboration so encourage time in our offices, where you can make the most of our fully stocked snack drawers - either the HQ in Leicestershire, or London, Holborn office. The frequency and office location will vary depending on the role and team. We aim to be flexible, but we aren't able to offer fully remote working. Blue Light Card is an equal opportunities employer. We believe that employing a diverse workforce is key to our success. We make recruiting decisions based on your experience and skills. In the event of a high number of applications, we'll prioritise candidates who meet both the essential and desirable criteria for the role. What We Offer Hybrid working and flexible hours EV charging and free parking onsite at HQ 25 days annual leave plus an additional day off for your birthday, and a buy and sell holiday scheme of up to 5 days A company bonus scheme Your own Blue Light Card and exclusive access to thousands of discounts Generous funded BUPA medical insurance covering pre-existing conditions Auto-enrolment pension scheme via salary sacrifice, with employer NI savings reinvested into pensions Enhanced parental leave and absence leave Healthcare cashback plan Employee assistance programme (including mental health support) and mental health first aiders Great social events e.g., festive party, summer party, team socials, sports matches Regular company-wide recognition events e.g. monthly Light's Up and annual Shine awards Relaxed dress code and modern office space (games area, chill-out areas, book club, free drinks/snacks) Onsite gym at HQ (including access to free HIIT & stretch classes) Strong learning and development culture and personal growth fund
About The Role We are pleased to announce an exciting opportunity for an experienced Sourcing Manager to join our established, supportive team here at LV=. As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives - protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families and finances. Joining us means becoming part of a team that puts our members, customers and advisers at the heart of everything we do. We're committed to creating an inclusive culture where colleagues can thrive. We are proud to have built a workplace where our colleagues feel welcomed, respected, supported and valued - reflected in our recognition as one of the Financial Times UK's Best Employers in 2025 and 2026. We celebrate individuality and believe our differences make us stronger, so bring your true self and help shape the future of LV=. You'll play a key role in shaping our supplier landscape and delivering measurable commercial and strategic value. This is a high impact role within our Sourcing team, leading sourcing activity across key spend categories in a regulated financial services environment. You'll act as a trusted business partner, driving robust category strategies, leading end-to-end procurement activity and ensuring that supplier arrangements can support business objectives, manage risk, and enable sustainable growth. Key Responsibilities Build strong relationships with stakeholders to understand and support their objectives, identify any issues and proactively work to strategise and make improvements where possible. Competently lead complex or high value sourcing initiatives across multiple internal stakeholders. Develop and deliver Category Plans aligned to business objectives, focusing on cost reduction, risk mitigation, and sustainability. Lead end to end sourcing activity, including RFx development, supplier engagement, evaluation, negotiation and award recommendations. Analyse pricing and total cost of ownership and leading on commercial negotiations with suppliers. Draft and negotiate robust commercial terms and contracts, working closely with Legal and Risk colleagues, with a good understanding of contract law. Ensure that sourcing activity complies with internal governance, policy and regulatory requirements. Support supplier risk assessments and due diligence, acting as the main supplier contact. Maintain accurate sourcing and contract records. Collaborate with Supply Chain Risk & Operations to support auditability and effective use of systems. Ensure a smooth handover of new suppliers to the Supplier Management team. About You Our ideal candidate will Be a forward-thinking, positive individual with a can do attitude, a drive to develop within the role and a problem solving mindset. Possess excellent organisation skills, with the ability to manage concurrent sourcing projects. Previous experience of running competitive sourcing processes effectively. Demonstrate proven experience in sourcing, procurement or category management, ideally within a regulated environment. Possess strong influential and interpersonal skills, with the ability to provide accurate information, ensuring that customers have all relevant information to make the right decisions for them. Demonstrate strong stakeholder management skills. Understand end to end sourcing processes, including RFx, negotiation and contracting. Possess excellent commercial and analytical skills, with a strong grasp of cost drivers and commercial models. Showcase robust organisational skills, with the ability to manage multiple priorities and projects. Have working knowledge of procurement governance, policies and third party risk considerations. Be able to use procurement or contract lifecycle tools and Microsoft Office programmes. Ideally have some knowledge of UK financial services regulatory expectations (e.g. FCA/PRA outsourcing rules, SS2/21). Desirable Have gained CIPS or other relevant procurement qualification. Have experience of a category led procurement model. Understand ESG and responsible sourcing practices, with IT sourcing experience. Rewards and Benefits This role is a Band C in the LV= Structure. At LV= Savings and Retirement, you'll go above and beyond to do the right thing for our customers. We'll reward your hard work with an attractive, competitive salary and benefits package, which includes: 30 days' holiday, with the option to buy up to 5 additional days. Competitive pension scheme - LV= Life and Pensions will double match the amount you pay, up to 14% (subject to National Minimum Wage requirements). An annual bonus scheme based on personal performance. Single cover private medical insurance (with the option for you to upgrade to family cover). Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover and dental insurance. Up to 20% discount on our life products for you and your immediate family. A group life assurance policy with 4 x your basic pay to go to your dependents (you'll have the option to increase to 8 x cover). Group Income Protection (if you become a member of the Pension scheme and reach 5 years of service). Access to our Employee Assistance Programme (EAP) for support when you need it. A virtual GP service. Shared parental leave. Up to 20% discount on our life products for you and your immediate family. Please note all salary sacrifice benefits are subject to National Minimum Wage requirements i.e. you are unable to select any benefits that would reduce your base pay below the minimum wage threshold. We are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship for your application to be considered. About Us We're proud of our inclusive culture at LV= and, as an equal opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have. Talk to us about flexible working as part of your application; if it's right for you, our members and customers, and our business, then we'll do everything we can to make it happen.
May 06, 2026
Full time
About The Role We are pleased to announce an exciting opportunity for an experienced Sourcing Manager to join our established, supportive team here at LV=. As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives - protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families and finances. Joining us means becoming part of a team that puts our members, customers and advisers at the heart of everything we do. We're committed to creating an inclusive culture where colleagues can thrive. We are proud to have built a workplace where our colleagues feel welcomed, respected, supported and valued - reflected in our recognition as one of the Financial Times UK's Best Employers in 2025 and 2026. We celebrate individuality and believe our differences make us stronger, so bring your true self and help shape the future of LV=. You'll play a key role in shaping our supplier landscape and delivering measurable commercial and strategic value. This is a high impact role within our Sourcing team, leading sourcing activity across key spend categories in a regulated financial services environment. You'll act as a trusted business partner, driving robust category strategies, leading end-to-end procurement activity and ensuring that supplier arrangements can support business objectives, manage risk, and enable sustainable growth. Key Responsibilities Build strong relationships with stakeholders to understand and support their objectives, identify any issues and proactively work to strategise and make improvements where possible. Competently lead complex or high value sourcing initiatives across multiple internal stakeholders. Develop and deliver Category Plans aligned to business objectives, focusing on cost reduction, risk mitigation, and sustainability. Lead end to end sourcing activity, including RFx development, supplier engagement, evaluation, negotiation and award recommendations. Analyse pricing and total cost of ownership and leading on commercial negotiations with suppliers. Draft and negotiate robust commercial terms and contracts, working closely with Legal and Risk colleagues, with a good understanding of contract law. Ensure that sourcing activity complies with internal governance, policy and regulatory requirements. Support supplier risk assessments and due diligence, acting as the main supplier contact. Maintain accurate sourcing and contract records. Collaborate with Supply Chain Risk & Operations to support auditability and effective use of systems. Ensure a smooth handover of new suppliers to the Supplier Management team. About You Our ideal candidate will Be a forward-thinking, positive individual with a can do attitude, a drive to develop within the role and a problem solving mindset. Possess excellent organisation skills, with the ability to manage concurrent sourcing projects. Previous experience of running competitive sourcing processes effectively. Demonstrate proven experience in sourcing, procurement or category management, ideally within a regulated environment. Possess strong influential and interpersonal skills, with the ability to provide accurate information, ensuring that customers have all relevant information to make the right decisions for them. Demonstrate strong stakeholder management skills. Understand end to end sourcing processes, including RFx, negotiation and contracting. Possess excellent commercial and analytical skills, with a strong grasp of cost drivers and commercial models. Showcase robust organisational skills, with the ability to manage multiple priorities and projects. Have working knowledge of procurement governance, policies and third party risk considerations. Be able to use procurement or contract lifecycle tools and Microsoft Office programmes. Ideally have some knowledge of UK financial services regulatory expectations (e.g. FCA/PRA outsourcing rules, SS2/21). Desirable Have gained CIPS or other relevant procurement qualification. Have experience of a category led procurement model. Understand ESG and responsible sourcing practices, with IT sourcing experience. Rewards and Benefits This role is a Band C in the LV= Structure. At LV= Savings and Retirement, you'll go above and beyond to do the right thing for our customers. We'll reward your hard work with an attractive, competitive salary and benefits package, which includes: 30 days' holiday, with the option to buy up to 5 additional days. Competitive pension scheme - LV= Life and Pensions will double match the amount you pay, up to 14% (subject to National Minimum Wage requirements). An annual bonus scheme based on personal performance. Single cover private medical insurance (with the option for you to upgrade to family cover). Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover and dental insurance. Up to 20% discount on our life products for you and your immediate family. A group life assurance policy with 4 x your basic pay to go to your dependents (you'll have the option to increase to 8 x cover). Group Income Protection (if you become a member of the Pension scheme and reach 5 years of service). Access to our Employee Assistance Programme (EAP) for support when you need it. A virtual GP service. Shared parental leave. Up to 20% discount on our life products for you and your immediate family. Please note all salary sacrifice benefits are subject to National Minimum Wage requirements i.e. you are unable to select any benefits that would reduce your base pay below the minimum wage threshold. We are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship for your application to be considered. About Us We're proud of our inclusive culture at LV= and, as an equal opportunity employer, we continually work to remove unconscious bias from our recruitment process. We value our colleagues for what they bring to our team regardless of any protected status or characteristics they may have. Talk to us about flexible working as part of your application; if it's right for you, our members and customers, and our business, then we'll do everything we can to make it happen.
Trainee Financial Services Administrator Hours - Full Time, 8.30am - 4.30pm Monday - Friday Location - West Bridgford, Nottingham (NG2) Salary - £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support - learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a "get stuck in" attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. 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.
May 06, 2026
Full time
Trainee Financial Services Administrator Hours - Full Time, 8.30am - 4.30pm Monday - Friday Location - West Bridgford, Nottingham (NG2) Salary - £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support - learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a "get stuck in" attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. 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.
Veritas Education recruitment ltd
Kingston Upon Thames, Surrey
Junior Management Accountant Location: London Contract: Full-time, Temp to Permanent Salary: £42,000 Veritas Education is working in partnership with a forward-thinking Multi-Academy Trust to recruit an experienced Junior Management Accountant . This is an excellent opportunity for a finance professional who is passionate about education and keen to play a key role in ensuring long-term financial sustainability and value for money across the Trust. The Role Reporting to the Director of Finance , the Management Accountant will provide high-quality financial support to Headteachers, Trustees and senior leaders. You will take ownership of budgeting, forecasting and management reporting, while supporting strategic financial decision-making across multiple schools. Key Responsibilities Support the annual and three-year budget-setting process across all schools in the Trust Produce monthly forecasting and variance analysis, investigating and explaining key variances Prepare termly management reports for Trustees and Governor meetings Lead on benchmarking, financial metrics and investment appraisals Monitor income and expenditure consistency and provide guidance to finance teams Salary, payroll and pension reconciliations Fixed asset accounting, capital grant monitoring and asset register management Support statutory accounts preparation and ESFA returns (BFR, BFRO, AAR) Deputise for the Director of Finance when required Line manage and develop finance staff, delivering a high-quality finance service Person Specification Essential: GCSE Mathematics and English (Grade C/4 or above) Part-qualified CCAB accountant or fully qualified AAT Minimum of 5 years' accounting experience, including: Budget setting and monitoring Management accounts production Financial statements and reconciliations Strong Excel skills (pivot tables, lookups, logical and mathematical formulas) Excellent analytical skills with strong attention to detail Ability to influence and challenge senior leaders Proven experience working to deadlines under pressure Desirable: CCAB fully qualified accountant Experience within education or the charity sector Knowledge of academy financial frameworks and ESFA requirements Knowledge of VAT, PAYE, pensions and company/charity legislation Experience leading and managing staff and implementing change Why Apply? Opportunity to work within a values-driven education environment Strategic role with real influence on organisational sustainability Supportive senior leadership and collaborative finance team Career development and progression opportunities APPLICATION REQUIREMENTS FOR VERITAS EDUCATION All applications are subject to an Enhanced DBS Disclosure, professional reference checks, Overseas Police Clearances (if applicable) in line with our stringent safeguarding policy Your CV must cover the last 10 years of employment history where possible and all employment breaks must be explained You must have legal right to work in the UK You must be willing to attend a registration interview Veritas Education work with a variety of schools covering a wide geographical area. We deal with teaching placements at Primary, Secondary and college level as well as support staff positions also within these. Disclaimer 'Nothing within the above advert was in any way designed or intended to discriminate on the grounds of age, gender, race, colour, religion, disability or sexual orientation. Veritas Education is an Equal opportunities employer and is proud in the knowledge that all placements are made on merit and suitability. We accept applications from all sections of the community.'
May 05, 2026
Full time
Junior Management Accountant Location: London Contract: Full-time, Temp to Permanent Salary: £42,000 Veritas Education is working in partnership with a forward-thinking Multi-Academy Trust to recruit an experienced Junior Management Accountant . This is an excellent opportunity for a finance professional who is passionate about education and keen to play a key role in ensuring long-term financial sustainability and value for money across the Trust. The Role Reporting to the Director of Finance , the Management Accountant will provide high-quality financial support to Headteachers, Trustees and senior leaders. You will take ownership of budgeting, forecasting and management reporting, while supporting strategic financial decision-making across multiple schools. Key Responsibilities Support the annual and three-year budget-setting process across all schools in the Trust Produce monthly forecasting and variance analysis, investigating and explaining key variances Prepare termly management reports for Trustees and Governor meetings Lead on benchmarking, financial metrics and investment appraisals Monitor income and expenditure consistency and provide guidance to finance teams Salary, payroll and pension reconciliations Fixed asset accounting, capital grant monitoring and asset register management Support statutory accounts preparation and ESFA returns (BFR, BFRO, AAR) Deputise for the Director of Finance when required Line manage and develop finance staff, delivering a high-quality finance service Person Specification Essential: GCSE Mathematics and English (Grade C/4 or above) Part-qualified CCAB accountant or fully qualified AAT Minimum of 5 years' accounting experience, including: Budget setting and monitoring Management accounts production Financial statements and reconciliations Strong Excel skills (pivot tables, lookups, logical and mathematical formulas) Excellent analytical skills with strong attention to detail Ability to influence and challenge senior leaders Proven experience working to deadlines under pressure Desirable: CCAB fully qualified accountant Experience within education or the charity sector Knowledge of academy financial frameworks and ESFA requirements Knowledge of VAT, PAYE, pensions and company/charity legislation Experience leading and managing staff and implementing change Why Apply? Opportunity to work within a values-driven education environment Strategic role with real influence on organisational sustainability Supportive senior leadership and collaborative finance team Career development and progression opportunities APPLICATION REQUIREMENTS FOR VERITAS EDUCATION All applications are subject to an Enhanced DBS Disclosure, professional reference checks, Overseas Police Clearances (if applicable) in line with our stringent safeguarding policy Your CV must cover the last 10 years of employment history where possible and all employment breaks must be explained You must have legal right to work in the UK You must be willing to attend a registration interview Veritas Education work with a variety of schools covering a wide geographical area. We deal with teaching placements at Primary, Secondary and college level as well as support staff positions also within these. Disclaimer 'Nothing within the above advert was in any way designed or intended to discriminate on the grounds of age, gender, race, colour, religion, disability or sexual orientation. Veritas Education is an Equal opportunities employer and is proud in the knowledge that all placements are made on merit and suitability. We accept applications from all sections of the community.'
Help drive financial sustainability that changes lives At Allsorts Gloucestershire, we re committed to tackling the persistent inequalities faced by disabled children, young people and their families. We re a respected, values-driven charity with a strong local reputation - and we re looking for a highly capable Financial Controller to help ensure our long-term financial health and sustainability. This is a key role with real impact. Working closely with the Head of Operations, CEO and Senior Leadership Team, you ll take ownership of financial management, reporting and compliance - providing the insight and control that supports confident decision-making across the organisation. About the role This is a unique opportunity to combine strategic financial oversight with strong operational control. You will: Lead the production of accurate monthly management accounts, including income and expenditure, balance sheets and cash flow reporting Oversee budgeting, forecasting and financial planning across the organisation Provide financial analysis and insight to support strategic decision-making Ensure robust financial systems, controls and compliance processes are in place Manage payroll, pensions and statutory financial requirements Oversee transactional finance, including accounts payable, receivable and credit control Lead annual audit preparation and maintain strong relationships with auditors and external stakeholders This role is ideal for someone who combines technical finance expertise with strong attention to detail, and who is motivated by contributing to a purpose-driven organisation. What we re looking for We re looking for someone who is both analytical and dependable, with the confidence to manage complexity and provide clear financial leadership. Essential Experience AAT Level 4 (or equivalent experience) Proven experience in a finance role with responsibility for financial management and reporting Strong knowledge of accounting principles, financial controls and payroll processes Experience of producing management accounts, budgets and forecasts Proficiency in finance systems (e.g. Xero), Excel and Microsoft Office Experience of audit preparation and regulatory compliance Desirable Experience Part-qualified or qualified (e.g. CIMA, ACCA) Understanding of the charity sector and SORP accounting requirements Why join Allsorts? Make a real, lasting impact in the lives of disabled children and families Join a genuinely influential role within a respected local charity Be part of a supportive, values-led organisation with a clear social purpose Work closely with senior leadership and contribute to long-term sustainability Strong commitment to inclusion, accessibility and lived experience We actively welcome applications from disabled people and parent/carers of disabled children and young people. Recruitment Process & Timeline CLOSING DATE 17th May 2026 STAGE 1 INTERVIEWS w/c 1st June 2026 In-person, Stroud STAGE 2 INTERVIEWS w/c 15th June 2026 In-person, Stroud We aim to provide a positive and transparent recruitment experience and will keep you informed throughout the process. Our Commitment to Inclusion We actively encourage people with disabilities and from diverse backgrounds to apply for our jobs. Our offices and interview space are fully accessible, with a Changing Places toilet and accessible parking. All job literature is available in alternative formats upon request. We welcome potential applicants to have a conversation with us about any interview adaptations they may need. Safeguarding & Practical Requirements Appointment is subject to an Enhanced DBS check. The role is based onsite at our offices in Stroud, Gloucestershire. Interested?
May 05, 2026
Full time
Help drive financial sustainability that changes lives At Allsorts Gloucestershire, we re committed to tackling the persistent inequalities faced by disabled children, young people and their families. We re a respected, values-driven charity with a strong local reputation - and we re looking for a highly capable Financial Controller to help ensure our long-term financial health and sustainability. This is a key role with real impact. Working closely with the Head of Operations, CEO and Senior Leadership Team, you ll take ownership of financial management, reporting and compliance - providing the insight and control that supports confident decision-making across the organisation. About the role This is a unique opportunity to combine strategic financial oversight with strong operational control. You will: Lead the production of accurate monthly management accounts, including income and expenditure, balance sheets and cash flow reporting Oversee budgeting, forecasting and financial planning across the organisation Provide financial analysis and insight to support strategic decision-making Ensure robust financial systems, controls and compliance processes are in place Manage payroll, pensions and statutory financial requirements Oversee transactional finance, including accounts payable, receivable and credit control Lead annual audit preparation and maintain strong relationships with auditors and external stakeholders This role is ideal for someone who combines technical finance expertise with strong attention to detail, and who is motivated by contributing to a purpose-driven organisation. What we re looking for We re looking for someone who is both analytical and dependable, with the confidence to manage complexity and provide clear financial leadership. Essential Experience AAT Level 4 (or equivalent experience) Proven experience in a finance role with responsibility for financial management and reporting Strong knowledge of accounting principles, financial controls and payroll processes Experience of producing management accounts, budgets and forecasts Proficiency in finance systems (e.g. Xero), Excel and Microsoft Office Experience of audit preparation and regulatory compliance Desirable Experience Part-qualified or qualified (e.g. CIMA, ACCA) Understanding of the charity sector and SORP accounting requirements Why join Allsorts? Make a real, lasting impact in the lives of disabled children and families Join a genuinely influential role within a respected local charity Be part of a supportive, values-led organisation with a clear social purpose Work closely with senior leadership and contribute to long-term sustainability Strong commitment to inclusion, accessibility and lived experience We actively welcome applications from disabled people and parent/carers of disabled children and young people. Recruitment Process & Timeline CLOSING DATE 17th May 2026 STAGE 1 INTERVIEWS w/c 1st June 2026 In-person, Stroud STAGE 2 INTERVIEWS w/c 15th June 2026 In-person, Stroud We aim to provide a positive and transparent recruitment experience and will keep you informed throughout the process. Our Commitment to Inclusion We actively encourage people with disabilities and from diverse backgrounds to apply for our jobs. Our offices and interview space are fully accessible, with a Changing Places toilet and accessible parking. All job literature is available in alternative formats upon request. We welcome potential applicants to have a conversation with us about any interview adaptations they may need. Safeguarding & Practical Requirements Appointment is subject to an Enhanced DBS check. The role is based onsite at our offices in Stroud, Gloucestershire. Interested?
Role Description The Solution Consultant role is a key role within the Solution Consulting team, and will provide leadership and expertise in the following areas: Providing up to date knowledge, awareness of current trends and future direction of the local asset management industry Presenting & explaining existing FNZ capability Defining and challenging scope of a project Capturing & documenting customer business outcomes to create requirements, solution designs and agreeing of Joint Target Operating Models Platform integration design Business transformation support and consultancy services Regulations and advice on platform compliance Customer training programmes and knowledge transfer Platform configuration and delivering of FNZ's Model Wealth Solution (MWS) process Analyst & Developer handovers and support Functional Reviews & TDD walkthroughs Defining business readiness processes and agreeing SLAs Defect verificationThis role demands individuals who: Are consistently solution & execution focused Capable of dealing with complex problems & environments Have strong technology, analytical and data interpretation skills; Take ownership for an outcome on behalf of a customer Comfortable with high levels of customer, stakeholder interaction & management Team Responsibilities The Solution Consulting team is responsible for providing a range of high value services to FNZ's existing and potential customers.This includes being responsible for the Platform configuration and running the FNZ Model Wealth Solution configuration process for new platform implementations, plus supporting sales team in winning & sizing new projects.It also involves carrying out a variety of consulting assignments for existing customers and new customers in a variety of contexts, including proposition definition, TOM definition, Business transformation, customer training and knowledge transfer, and the definition of bespoke requirements where required for customer platform solutions.Once business outcomes are understood from FNZ clients, these must be accurately documented and fed them into the delivery process to ensure they are easily understood and precise to deliver the right outcome for our clients.The team also works closely with FNZ's Business Readiness Team, Operations and Production Support teams to ensure that FNZ provides its services compliantly, reliably and to scalable once implemented in production.Specific Role Responsibilities Provide leadership and support for your aligned FNZ client project, building capability and providing support for more junior members of the team. Instil a spirit of continuous improvement in the team. Work with FNZ customers & internal stakeholders to help define proposition and product requirements. Provide Market expertise as required. Be an SME in FNZ Platform functionality and apply this understanding to help customers define propositions that best utilise or enhance FNZ core platform capabilities. Have a full understanding of a Platform Target Operating Model, including the interfaces between platform and customers operations and FNZ Investment operations. Provide advice to customers regarding best practice operating model design. Be an expert in the Model Wealth Solution and run the MWS Configuration process for new platform implementations, capturing all customer configuration points in service configuration documents. Document any bespoke customer requirements, be the solution owner to ensure these are met. Provide review and quality assurance of solution documentation Provide training programmes and knowledge transfer services for FNZ customers. Provide consultancy services, as required, to other FNZ clients and projects. Have a good knowledge of the regulatory environment in which the Solution Consultant operates and provide advice and guidance to customers in respect of delivering a compliant platform. Be an SME in the platform market in which FNZ operate, and provide training and support for other areas of the FNZ business. Experience required Preferred Industry Knowledge Experience in a consulting, analysis or architecture environment. General investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate. FNZ Platform expertise, including being an SME in at least 4 functional areas of the platform. For the jurisdiction being hired for, an understanding of the regulatory environment FNZ operates within and a knowledge of the upcoming changes. 3+ years of experience in a delivery/consulting environment in the financial services/wealth market. Required Knowledge & Skills 1st class degree or equivalent experience Experience working within a business analysis / consulting role. Be able to evidence establishing an environment of continuous improvement and capability development. Confident, and able to take initiative given client- and delivery-focused environment. Independent, self-directing and delivery focused working style. Superior analytical thinking. Commercially aware. Intermediate computer skills essential. Excellent organisational, administration and time management skills. Good team communication skills, confident in dealing with internal and external clients. Highly developed written and oral communication skills. About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with the world's leading financial institutions, with over US$2.4 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
May 04, 2026
Full time
Role Description The Solution Consultant role is a key role within the Solution Consulting team, and will provide leadership and expertise in the following areas: Providing up to date knowledge, awareness of current trends and future direction of the local asset management industry Presenting & explaining existing FNZ capability Defining and challenging scope of a project Capturing & documenting customer business outcomes to create requirements, solution designs and agreeing of Joint Target Operating Models Platform integration design Business transformation support and consultancy services Regulations and advice on platform compliance Customer training programmes and knowledge transfer Platform configuration and delivering of FNZ's Model Wealth Solution (MWS) process Analyst & Developer handovers and support Functional Reviews & TDD walkthroughs Defining business readiness processes and agreeing SLAs Defect verificationThis role demands individuals who: Are consistently solution & execution focused Capable of dealing with complex problems & environments Have strong technology, analytical and data interpretation skills; Take ownership for an outcome on behalf of a customer Comfortable with high levels of customer, stakeholder interaction & management Team Responsibilities The Solution Consulting team is responsible for providing a range of high value services to FNZ's existing and potential customers.This includes being responsible for the Platform configuration and running the FNZ Model Wealth Solution configuration process for new platform implementations, plus supporting sales team in winning & sizing new projects.It also involves carrying out a variety of consulting assignments for existing customers and new customers in a variety of contexts, including proposition definition, TOM definition, Business transformation, customer training and knowledge transfer, and the definition of bespoke requirements where required for customer platform solutions.Once business outcomes are understood from FNZ clients, these must be accurately documented and fed them into the delivery process to ensure they are easily understood and precise to deliver the right outcome for our clients.The team also works closely with FNZ's Business Readiness Team, Operations and Production Support teams to ensure that FNZ provides its services compliantly, reliably and to scalable once implemented in production.Specific Role Responsibilities Provide leadership and support for your aligned FNZ client project, building capability and providing support for more junior members of the team. Instil a spirit of continuous improvement in the team. Work with FNZ customers & internal stakeholders to help define proposition and product requirements. Provide Market expertise as required. Be an SME in FNZ Platform functionality and apply this understanding to help customers define propositions that best utilise or enhance FNZ core platform capabilities. Have a full understanding of a Platform Target Operating Model, including the interfaces between platform and customers operations and FNZ Investment operations. Provide advice to customers regarding best practice operating model design. Be an expert in the Model Wealth Solution and run the MWS Configuration process for new platform implementations, capturing all customer configuration points in service configuration documents. Document any bespoke customer requirements, be the solution owner to ensure these are met. Provide review and quality assurance of solution documentation Provide training programmes and knowledge transfer services for FNZ customers. Provide consultancy services, as required, to other FNZ clients and projects. Have a good knowledge of the regulatory environment in which the Solution Consultant operates and provide advice and guidance to customers in respect of delivering a compliant platform. Be an SME in the platform market in which FNZ operate, and provide training and support for other areas of the FNZ business. Experience required Preferred Industry Knowledge Experience in a consulting, analysis or architecture environment. General investment/wealth/life and/or pensions products and the markets in which FNZ and our customers operate. FNZ Platform expertise, including being an SME in at least 4 functional areas of the platform. For the jurisdiction being hired for, an understanding of the regulatory environment FNZ operates within and a knowledge of the upcoming changes. 3+ years of experience in a delivery/consulting environment in the financial services/wealth market. Required Knowledge & Skills 1st class degree or equivalent experience Experience working within a business analysis / consulting role. Be able to evidence establishing an environment of continuous improvement and capability development. Confident, and able to take initiative given client- and delivery-focused environment. Independent, self-directing and delivery focused working style. Superior analytical thinking. Commercially aware. Intermediate computer skills essential. Excellent organisational, administration and time management skills. Good team communication skills, confident in dealing with internal and external clients. Highly developed written and oral communication skills. About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with the world's leading financial institutions, with over US$2.4 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
Career Choices Dewis Gyrfa Ltd
Cheltenham, Gloucestershire
Role: Toolroom Team Leader Location: Cheltenham Salary: £40,000 - £45,000 Day Shift: 7.45am - 4.45pm (12.30pm finish on Friday) Benefits: flexible working and excellent benefits including 27 days holiday allowance (before bank holidays), 3 days' paid volunteering leave, comprehensive private healthcare, enhanced pension plan, life assurance, optional participation in a Share Ownership Plan, free onsite parking. Overview This market leading engineering company are recruiting for a Toolroom Team Leader to join their site in Cheltenham. The company manufacture and supply a range of specialist products to various industries across the globe. This hands on role, you will be responsible for producing and maintaining tooling and ancillary equipment used in the manufacture, assembly, and testing of our product range. Responsibilities Supervision of Toolroom staff and control of areas of responsibility. Maintain good Housekeeping and high 5S standards in all areas of the Toolroom. Ensure H&S regulations & procedures are adhered to at all time. Fully support the Production Engineering Dept. with the delivery of the departmental strategy and associated Key Performance Indicators (KPI's). Manage all aspects of Tool Orders (Breakdowns, Planned Maintenance and general) and drive to complete punctually with prompt closure of jobs. Sub-Contractor Management. Identify, drive and support Continuous Improvement and Reliability initiatives. Manage the Backlog with proactive planning. Actively support Projects. Awareness of costs and expenditure to support budget control. Requirements Tool and Fixture manufacture experience Experience in a production environment and familiarity with CNC and conventional manufacturing methods. Strong knowledge of manufacturing engineering principles. Ability or experience of leading a team Demonstrable problem solving ability Experience of working with a Material Requirements Planning (MRP) system For further details, please contact Nick Sollis - or email your CV to . Omega Resource Group are an employment agency specialising in opportunities at all levels within the Engineering, Aerospace, Automotive, Electronics, Defence, Scientific, Oil & Gas, Construction and Manufacturing sectors. We are always seeking Engineering Staff, Senior Managers, Skilled and Semi Skilled Machinists, Mechanical Fitters, Electrical Fitters, Quality Engineers, Materials Science Engineers, Maintenance Engineers, Electronics Engineers, Test Technicians, Technical Authors and Laboratory Technicians to name but a few. Omega is an employment agency specialising in opportunities at all levels within the Engineering, Manufacturing, Aerospace, Automotive, Electronics, Defence, Scientific, Energy & Renewables and Tech sectors. Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
May 04, 2026
Full time
Role: Toolroom Team Leader Location: Cheltenham Salary: £40,000 - £45,000 Day Shift: 7.45am - 4.45pm (12.30pm finish on Friday) Benefits: flexible working and excellent benefits including 27 days holiday allowance (before bank holidays), 3 days' paid volunteering leave, comprehensive private healthcare, enhanced pension plan, life assurance, optional participation in a Share Ownership Plan, free onsite parking. Overview This market leading engineering company are recruiting for a Toolroom Team Leader to join their site in Cheltenham. The company manufacture and supply a range of specialist products to various industries across the globe. This hands on role, you will be responsible for producing and maintaining tooling and ancillary equipment used in the manufacture, assembly, and testing of our product range. Responsibilities Supervision of Toolroom staff and control of areas of responsibility. Maintain good Housekeeping and high 5S standards in all areas of the Toolroom. Ensure H&S regulations & procedures are adhered to at all time. Fully support the Production Engineering Dept. with the delivery of the departmental strategy and associated Key Performance Indicators (KPI's). Manage all aspects of Tool Orders (Breakdowns, Planned Maintenance and general) and drive to complete punctually with prompt closure of jobs. Sub-Contractor Management. Identify, drive and support Continuous Improvement and Reliability initiatives. Manage the Backlog with proactive planning. Actively support Projects. Awareness of costs and expenditure to support budget control. Requirements Tool and Fixture manufacture experience Experience in a production environment and familiarity with CNC and conventional manufacturing methods. Strong knowledge of manufacturing engineering principles. Ability or experience of leading a team Demonstrable problem solving ability Experience of working with a Material Requirements Planning (MRP) system For further details, please contact Nick Sollis - or email your CV to . Omega Resource Group are an employment agency specialising in opportunities at all levels within the Engineering, Aerospace, Automotive, Electronics, Defence, Scientific, Oil & Gas, Construction and Manufacturing sectors. We are always seeking Engineering Staff, Senior Managers, Skilled and Semi Skilled Machinists, Mechanical Fitters, Electrical Fitters, Quality Engineers, Materials Science Engineers, Maintenance Engineers, Electronics Engineers, Test Technicians, Technical Authors and Laboratory Technicians to name but a few. Omega is an employment agency specialising in opportunities at all levels within the Engineering, Manufacturing, Aerospace, Automotive, Electronics, Defence, Scientific, Energy & Renewables and Tech sectors. Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
Retail moves quickly, and the finance function has to keep pace without losing control. This business is strengthening its financial leadership to support performance, margin discipline, and confident decision-making as trading activity continues to develop across both store and digital channels. They are now seeking a Financial Controller to lead day-to-day finance delivery, improve reporting quality, and provide clear insight to senior stakeholders. The Role Reporting to the Finance Director, the Financial Controller will take ownership of financial reporting, controls, and governance, while managing a dedicated finance team. The role combines strong technical oversight with commercial partnering, supporting planning, working capital discipline, and stakeholder reporting within a fast-paced retail environment. Key Responsibilities Prepare management accounts and Board-level reporting to support decision-making and performance review Lead budgeting and forecasting processes, aligning plans with business objectives Oversee revenue recognition processes and maintain strong supporting documentation and controls Manage investor reporting requirements, ensuring clear and consistent performance insight Monitor working capital on a regular basis, focusing on cash, accrued income, and debtor balances Oversee payroll, pensions, tax compliance (including VAT and corporation tax), and treasury processes Lead statutory reporting and manage the year-end audit process Maintain strong financial controls, governance, and balance sheet integrity Lead, mentor, and develop a high-performing finance team Candidate Profile Proven experience as a Financial Controller within retail or a product-led environment ACA, ACCA, or CIMA qualified with strong technical accounting and reporting capability Experience supporting investor reporting is advantageous Strong Excel and financial modelling capability Confident communicator able to work effectively across departments and with senior stakeholders Detail-focused, with the ability to manage deadlines in a fast-paced environment
May 03, 2026
Full time
Retail moves quickly, and the finance function has to keep pace without losing control. This business is strengthening its financial leadership to support performance, margin discipline, and confident decision-making as trading activity continues to develop across both store and digital channels. They are now seeking a Financial Controller to lead day-to-day finance delivery, improve reporting quality, and provide clear insight to senior stakeholders. The Role Reporting to the Finance Director, the Financial Controller will take ownership of financial reporting, controls, and governance, while managing a dedicated finance team. The role combines strong technical oversight with commercial partnering, supporting planning, working capital discipline, and stakeholder reporting within a fast-paced retail environment. Key Responsibilities Prepare management accounts and Board-level reporting to support decision-making and performance review Lead budgeting and forecasting processes, aligning plans with business objectives Oversee revenue recognition processes and maintain strong supporting documentation and controls Manage investor reporting requirements, ensuring clear and consistent performance insight Monitor working capital on a regular basis, focusing on cash, accrued income, and debtor balances Oversee payroll, pensions, tax compliance (including VAT and corporation tax), and treasury processes Lead statutory reporting and manage the year-end audit process Maintain strong financial controls, governance, and balance sheet integrity Lead, mentor, and develop a high-performing finance team Candidate Profile Proven experience as a Financial Controller within retail or a product-led environment ACA, ACCA, or CIMA qualified with strong technical accounting and reporting capability Experience supporting investor reporting is advantageous Strong Excel and financial modelling capability Confident communicator able to work effectively across departments and with senior stakeholders Detail-focused, with the ability to manage deadlines in a fast-paced environment
Career Choices Dewis Gyrfa Ltd
Stoke-on-trent, Staffordshire
PSO Product Owner Contract: IT Location: Stoke, ST1 5PZ Hours of work: 40 Contract Type: Permanent We are seeking a Product Owner Planning, Scheduling & Optimisation to take full IT ownership of enterprise planning and scheduling platforms supporting field-based service delivery. This role is responsible for how the systems are configured, optimised, integrated, and governed to ensure they effectively support operational delivery across maintenance, mobile engineering, and cleaning services. Job Description We are looking for a hands-on product owner with deep system configuration expertise who can translate real-world operational requirements into scalable, automated scheduling logic. This is not a purely strategic role; it requires strong technical ownership, attention to detail, and accountability for system performance, stability, and data quality. Key Responsibilities Act as the IT product owner for planning, scheduling, and optimisation systems Own and configure system rules, constraints, parameters, and optimisation logic Translate workforce, SLA, and service requirements into robust, scalable system configuration Manage the full change and release lifecycle, including enhancements, vendor releases, testing, and deployment Lead system integrations with FM systems, asset platforms, and mobile workforce applications Ensure data accuracy, integrity, and reliability across jobs, assets, skills, and availability Monitor system performance and optimisation effectiveness, resolving issues proactively Act as an escalation point for system issues impacting operational service delivery Professional and Personal Competencies/Qualifications Strong hands-on experience configuring planning, scheduling, or field service management systems Proven ability to manage scheduling rules, constraints, priorities, and optimisation logic Strong data and analytical capability, including confidence working with SQL or similar tools Experience managing system integrations, APIs, and enterprise data flows Solid understanding of change, release, and environment management in business-critical systems Ability to work effectively between IT and operations, communicating technical concepts clearly Confident challenging requirements that risk system integrity, performance, or scalability The Company ISS is a world-leading workplace and facility management company, connecting people and places to make the world work better. Working with customers day by day, side by side, we understand every aspect of the user experience. Through a unique combination of intelligent solutions, high standards and people who care, to help our customers achieve their purpose, whether it's hospitals healing patients, businesses producing the next great innovation, or airports bringing passengers home to their families. ISS is committed to doing business the right way, taking its corporate responsibility very seriously. Our passion is people. We offer you a challenging and exciting career in an organisation with people at its heart. In ISS, everyone has the opportunity to develop, grow and make a difference. Becomewhoyouwant, Bepartofsomethingbigger, aplacetobeyou, facilitiesmanagement ISS is proud to be a diverse and inclusive employer. ISS welcomes all applicants regardless of age, disability, gender identity or gender reassignment, marital or civil partnership status, pregnancy or maternity, race (which includes race, colour, nationality, ethnic or national origin and caste), religion or belief, sex, sexual orientation or educational background. We are proud to be a Gold Employer Recognition Scheme (ERS) award holder and a signatory of the Armed Forces Covenant, recognising our commitment to supporting veterans, reservists, and military families. Through our Joint Forces Programme, we provide mentoring and support to members of the Armed Forces community and their spouses as they transition into civilian careers. We are a Disability Confident Committed (Level 2) employer, proudly supporting and promoting inclusive hiring practices in line with the UK government's Disability Confident scheme. Our passion for inclusivity and diversity makes ISS a more creative, productive and happy place to work. If you have any further queries regarding this role, please contact the Resourcing Team by emailing Proud member of the Disability Confident employer scheme Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
May 01, 2026
Full time
PSO Product Owner Contract: IT Location: Stoke, ST1 5PZ Hours of work: 40 Contract Type: Permanent We are seeking a Product Owner Planning, Scheduling & Optimisation to take full IT ownership of enterprise planning and scheduling platforms supporting field-based service delivery. This role is responsible for how the systems are configured, optimised, integrated, and governed to ensure they effectively support operational delivery across maintenance, mobile engineering, and cleaning services. Job Description We are looking for a hands-on product owner with deep system configuration expertise who can translate real-world operational requirements into scalable, automated scheduling logic. This is not a purely strategic role; it requires strong technical ownership, attention to detail, and accountability for system performance, stability, and data quality. Key Responsibilities Act as the IT product owner for planning, scheduling, and optimisation systems Own and configure system rules, constraints, parameters, and optimisation logic Translate workforce, SLA, and service requirements into robust, scalable system configuration Manage the full change and release lifecycle, including enhancements, vendor releases, testing, and deployment Lead system integrations with FM systems, asset platforms, and mobile workforce applications Ensure data accuracy, integrity, and reliability across jobs, assets, skills, and availability Monitor system performance and optimisation effectiveness, resolving issues proactively Act as an escalation point for system issues impacting operational service delivery Professional and Personal Competencies/Qualifications Strong hands-on experience configuring planning, scheduling, or field service management systems Proven ability to manage scheduling rules, constraints, priorities, and optimisation logic Strong data and analytical capability, including confidence working with SQL or similar tools Experience managing system integrations, APIs, and enterprise data flows Solid understanding of change, release, and environment management in business-critical systems Ability to work effectively between IT and operations, communicating technical concepts clearly Confident challenging requirements that risk system integrity, performance, or scalability The Company ISS is a world-leading workplace and facility management company, connecting people and places to make the world work better. Working with customers day by day, side by side, we understand every aspect of the user experience. Through a unique combination of intelligent solutions, high standards and people who care, to help our customers achieve their purpose, whether it's hospitals healing patients, businesses producing the next great innovation, or airports bringing passengers home to their families. ISS is committed to doing business the right way, taking its corporate responsibility very seriously. Our passion is people. We offer you a challenging and exciting career in an organisation with people at its heart. In ISS, everyone has the opportunity to develop, grow and make a difference. Becomewhoyouwant, Bepartofsomethingbigger, aplacetobeyou, facilitiesmanagement ISS is proud to be a diverse and inclusive employer. ISS welcomes all applicants regardless of age, disability, gender identity or gender reassignment, marital or civil partnership status, pregnancy or maternity, race (which includes race, colour, nationality, ethnic or national origin and caste), religion or belief, sex, sexual orientation or educational background. We are proud to be a Gold Employer Recognition Scheme (ERS) award holder and a signatory of the Armed Forces Covenant, recognising our commitment to supporting veterans, reservists, and military families. Through our Joint Forces Programme, we provide mentoring and support to members of the Armed Forces community and their spouses as they transition into civilian careers. We are a Disability Confident Committed (Level 2) employer, proudly supporting and promoting inclusive hiring practices in line with the UK government's Disability Confident scheme. Our passion for inclusivity and diversity makes ISS a more creative, productive and happy place to work. If you have any further queries regarding this role, please contact the Resourcing Team by emailing Proud member of the Disability Confident employer scheme Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
Pension Specialist 6-Month Contract £600/day (Inside IR35) Midlands / Hybrid I'm recruiting a Pension Specialist for a well-established UK financial services organisation. This contract offers end-to-end ownership of the pension product proposition, with a strong focus on product strategy, governance, and regulatory compliance rather than digital delivery click apply for full job details
May 01, 2026
Contractor
Pension Specialist 6-Month Contract £600/day (Inside IR35) Midlands / Hybrid I'm recruiting a Pension Specialist for a well-established UK financial services organisation. This contract offers end-to-end ownership of the pension product proposition, with a strong focus on product strategy, governance, and regulatory compliance rather than digital delivery click apply for full job details
Our client is seeking an experienced Financial Advisor in Barnstaple to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering. They are seeking Financial Advisors who enjoy building long term relationships with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further. They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients. The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio. You should focus on conducting in-depth reviews to understand your client s current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs. Excellent remuneration package provided to reward your productivity. This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals. Financial Advisor Requirements You should hold full Level 4 Diploma in financial planning or equivalent You should have 5+ years experience as a Financial Advisor (ideally with CAS status) You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities You should have a client centric approach and have dedication to doing the right thing for clients You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Advisor Support Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Potential to consider higher salary on case-by-case basis Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime Home based role with travel to meet clients in person and use of their regional offices Self-employed option available, if you would prefer Locations Barnstaple Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Oct 08, 2025
Full time
Our client is seeking an experienced Financial Advisor in Barnstaple to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering. They are seeking Financial Advisors who enjoy building long term relationships with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further. They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients. The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio. You should focus on conducting in-depth reviews to understand your client s current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients pensions, savings, investments and other financial needs. Excellent remuneration package provided to reward your productivity. This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals. Financial Advisor Requirements You should hold full Level 4 Diploma in financial planning or equivalent You should have 5+ years experience as a Financial Advisor (ideally with CAS status) You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities You should have a client centric approach and have dedication to doing the right thing for clients You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Advisor Support Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Potential to consider higher salary on case-by-case basis Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime Home based role with travel to meet clients in person and use of their regional offices Self-employed option available, if you would prefer Locations Barnstaple Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Our client is seeking an experienced Financial Advisor in Brighton / Burgess Hill to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering. They are seeking Financial Advisors who enjoy building long term relationships with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further. They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients. The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio. You should focus on conducting in-depth reviews to understand your client's current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs. Excellent remuneration package provided to reward your productivity. This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals. Financial Advisor Requirements You should hold full Level 4 Diploma in financial planning or equivalent You should have 5+ years' experience as a Financial Advisor (ideally with CAS status) You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities You should have a client centric approach and have dedication to doing the right thing for clients You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Advisor Support Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Potential to consider higher salary on case-by-case basis Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime Home based role with travel to meet clients in person and use of their regional offices Self-employed option available, if you would prefer Locations Brighton / Burgess Hill Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Oct 08, 2025
Full time
Our client is seeking an experienced Financial Advisor in Brighton / Burgess Hill to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering. They are seeking Financial Advisors who enjoy building long term relationships with clients and have a growth focus to identify and develop new business through new / existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further. They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients. The successful IFAs in their team typically engage with professional introducers, regularly generate referrals, engage with their company lead generation activities, work with corporate clients and/or get involved in utilising their social media resources. You should look to adopt some / all of these similar methods to increase the client portfolio. You should focus on conducting in-depth reviews to understand your client's current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs. Excellent remuneration package provided to reward your productivity. This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals. Financial Advisor Requirements You should hold full Level 4 Diploma in financial planning or equivalent You should have 5+ years' experience as a Financial Advisor (ideally with CAS status) You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities You should have a client centric approach and have dedication to doing the right thing for clients You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Advisor Support Our client ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Potential to consider higher salary on case-by-case basis Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime Home based role with travel to meet clients in person and use of their regional offices Self-employed option available, if you would prefer Locations Brighton / Burgess Hill Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
