Role: Senior IFA Administrator Salary: Up to 39,000 based on experience Working Pattern: Full time role, 9 to 5pm, 3 days in the office 2 from home after training Location: Taunton An award winning and well know IFA is seeking Senior IFA Administrator to join their growing team. This role will be a senior point of contact for the business who improves processes, safeguards data integrity and supports continuous improvement in a regulated environment. Your main responsibilities will include: Act as a senior point of contact for Clients Advisers, the Client Services Team, paraplanners and providers. Process complex financial planning recommendations including DGTs VCTs ETFs IHT planning and Loan Trusts. Provide MI reports to management and manage caseloads to quality and SLA. Design document and implement improved workflows with the Client Services Manager. Allocate tasks, monitor workloads and ensure clear accurate professional communication. Mentor coach and train junior administrators. Skills / experience: All round knowledge of pensions, investments protection, IHT and Trusts. Understanding of FCA regulations Advanced use of platforms, CRM systems, investment administration tools, Excel and Word. Must have requirements: 5 years plus IFA administration within an independent financial advisory IO system experience Ability to prepare review and interpret MI reports This is a really great opportunity for a Senior Administrator from an IFA background who is looking for a role that will provide career growth and an opportunity to create change and improve processes! If this is what you are looking for, please apply! Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Apr 23, 2026
Full time
Role: Senior IFA Administrator Salary: Up to 39,000 based on experience Working Pattern: Full time role, 9 to 5pm, 3 days in the office 2 from home after training Location: Taunton An award winning and well know IFA is seeking Senior IFA Administrator to join their growing team. This role will be a senior point of contact for the business who improves processes, safeguards data integrity and supports continuous improvement in a regulated environment. Your main responsibilities will include: Act as a senior point of contact for Clients Advisers, the Client Services Team, paraplanners and providers. Process complex financial planning recommendations including DGTs VCTs ETFs IHT planning and Loan Trusts. Provide MI reports to management and manage caseloads to quality and SLA. Design document and implement improved workflows with the Client Services Manager. Allocate tasks, monitor workloads and ensure clear accurate professional communication. Mentor coach and train junior administrators. Skills / experience: All round knowledge of pensions, investments protection, IHT and Trusts. Understanding of FCA regulations Advanced use of platforms, CRM systems, investment administration tools, Excel and Word. Must have requirements: 5 years plus IFA administration within an independent financial advisory IO system experience Ability to prepare review and interpret MI reports This is a really great opportunity for a Senior Administrator from an IFA background who is looking for a role that will provide career growth and an opportunity to create change and improve processes! If this is what you are looking for, please apply! Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
About the role We are looking for an experienced Paraplanner for our client who are a growing, forward-thinking firm who invest in their people the same way they invest in their clients - thoughtfully, patiently, and with the long run in mind. Wherever you are on your career journey, our client can offer you a collaborative culture, and real progression which looks like this: They recognise commitment and reward contribution Collaborative advisers and support work as one team A structured internal academy and progression routes A growing business, which means there is plenty of opportunity to grow with them They will support exams through both in-house mentoring and the Openwork Business School. About the role We are looking for an established paraplanner to provide technical depth, confidence, and leadership within the adviser support function. Someone confident enough to question assumptions, improve workflows, and push standards higher. Someone who can: Draft high-quality suitability reports and client communications Can review complex cases and challenge thinking where necessary Regularly contribute ideas to improve processes and client outcomes Has experience supporting advisers with pre- and post-meeting preparation Can maintain compliance standards in line with FCA and Openwork requirements Conduct detailed technical research across pensions, investments, tax planning and protection Holds (or is working towards) the CII Certificate in Paraplanning (R01, R02, R03 and J09 or equivalent) Analyse client portfolios and make recommendations aligned with suitability and compliance standards. If that s you, keep reading. About you To be the right fit for this role, you need to be detail-obsessed, commercially aware, and calm under pressure. Someone who s comfortable managing multiple priorities and deadlines. A strong communicator, a deep listener, and a team player. Openwork experience is a desirable bonus, as is being in commuting distance to Milton Keynes. Ideally, you want to remain a career paraplanner and, with support, become exceptional at it. But, if you want to one day work to become an adviser, that is supported too. If this role is right for you then the following is on offer: £35,000 £45,000 salary, dependent on experience Hybrid/flexibility discussed after successful probation 20 days holiday plus bank holidays Company pension Free parking Free refreshments on site Social events, including summer BBQs, bowling nights, comedy evenings, Christmas parties, and more. If this sounds like you, and you want challenge, autonomy, interesting cases, and the chance to shape standards in a growing firm, we d love to hear from you.
Apr 22, 2026
Full time
About the role We are looking for an experienced Paraplanner for our client who are a growing, forward-thinking firm who invest in their people the same way they invest in their clients - thoughtfully, patiently, and with the long run in mind. Wherever you are on your career journey, our client can offer you a collaborative culture, and real progression which looks like this: They recognise commitment and reward contribution Collaborative advisers and support work as one team A structured internal academy and progression routes A growing business, which means there is plenty of opportunity to grow with them They will support exams through both in-house mentoring and the Openwork Business School. About the role We are looking for an established paraplanner to provide technical depth, confidence, and leadership within the adviser support function. Someone confident enough to question assumptions, improve workflows, and push standards higher. Someone who can: Draft high-quality suitability reports and client communications Can review complex cases and challenge thinking where necessary Regularly contribute ideas to improve processes and client outcomes Has experience supporting advisers with pre- and post-meeting preparation Can maintain compliance standards in line with FCA and Openwork requirements Conduct detailed technical research across pensions, investments, tax planning and protection Holds (or is working towards) the CII Certificate in Paraplanning (R01, R02, R03 and J09 or equivalent) Analyse client portfolios and make recommendations aligned with suitability and compliance standards. If that s you, keep reading. About you To be the right fit for this role, you need to be detail-obsessed, commercially aware, and calm under pressure. Someone who s comfortable managing multiple priorities and deadlines. A strong communicator, a deep listener, and a team player. Openwork experience is a desirable bonus, as is being in commuting distance to Milton Keynes. Ideally, you want to remain a career paraplanner and, with support, become exceptional at it. But, if you want to one day work to become an adviser, that is supported too. If this role is right for you then the following is on offer: £35,000 £45,000 salary, dependent on experience Hybrid/flexibility discussed after successful probation 20 days holiday plus bank holidays Company pension Free parking Free refreshments on site Social events, including summer BBQs, bowling nights, comedy evenings, Christmas parties, and more. If this sounds like you, and you want challenge, autonomy, interesting cases, and the chance to shape standards in a growing firm, we d love to hear from you.
An exciting opportunity has arisen for a Paraplanner to join a well-established financial advisory firm offering pensions, investments, retirement planning, and protection solutions providing clear, tailored financial guidance for individuals and businesses. As a Paraplanner, you will be providing comprehensive technical support to financial advisers, contributing to complex and rewarding financial planning cases. This office-based role offers a salary range of £40,000 - £50,000 and benefits. Must be locally based or within a reasonable commuting distance. We are seeking two paraplanners, 1 with level 4 and 1 with level 6 qualifications. What We Are Looking For Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial Planning Assistant, Financial administrator, IFA or in a similar role. Have at least 2 years of paraplanning experience Must have Level 4 or Level 6 in Financial Planning Strong verbal and written English communication What s on Offer Competitive salary 25 days holiday plus bank holidays Pension scheme Discretionary annual bonus Death-in-service cover Free parking Support for professional development and further qualifications This is an excellent opportunity for a dedicated Paraplanner to advance their career within a dynamic and respected firm. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Apr 22, 2026
Full time
An exciting opportunity has arisen for a Paraplanner to join a well-established financial advisory firm offering pensions, investments, retirement planning, and protection solutions providing clear, tailored financial guidance for individuals and businesses. As a Paraplanner, you will be providing comprehensive technical support to financial advisers, contributing to complex and rewarding financial planning cases. This office-based role offers a salary range of £40,000 - £50,000 and benefits. Must be locally based or within a reasonable commuting distance. We are seeking two paraplanners, 1 with level 4 and 1 with level 6 qualifications. What We Are Looking For Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial Planning Assistant, Financial administrator, IFA or in a similar role. Have at least 2 years of paraplanning experience Must have Level 4 or Level 6 in Financial Planning Strong verbal and written English communication What s on Offer Competitive salary 25 days holiday plus bank holidays Pension scheme Discretionary annual bonus Death-in-service cover Free parking Support for professional development and further qualifications This is an excellent opportunity for a dedicated Paraplanner to advance their career within a dynamic and respected firm. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
TIGER MEDIA RECRUITMENT LIMITED
Cannock, Staffordshire
Insurance Advisor/Protection Advisor Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? Uncapped weekly commission earn what youre worth Industry-leading rates: 120% (4-year indemnity) rising to 175% or 220% (non-indemnity) Full training and ongoing development no previous protection experience needed Work independently with t. . click apply for full job details
Apr 22, 2026
Full time
Insurance Advisor/Protection Advisor Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? Uncapped weekly commission earn what youre worth Industry-leading rates: 120% (4-year indemnity) rising to 175% or 220% (non-indemnity) Full training and ongoing development no previous protection experience needed Work independently with t. . click apply for full job details
Clark James Recruitment are working with a highly professional firm of Mortgage Brokers. Due to continued growth within the business our client are looking to recruit an experienced Protection Adviser to join their team. Role Full-time, office-based Protection Adviser vacancy. Sole Protection Adviser within the business. Receiving quality Protection leads from the team of Mortgage Brokers. Working closely with clients providing regular communication and updates. Full time, office based. Candidate Professional, well spoken and confident. Excellent telephone manner. Well presented. Previous Protection experience is essential. Role would suit a Protection Adviser or Mortgage Broker looking to work solely within Protection. Excellent attention to detail. Ability to liaise at all levels. Package Excellent basic salary. Excellent levels of commission. Additional company benefits. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. At Clark James Recruitment we are committed to Diversity, Equality and Inclusion within our teams, our clients and our candidates
Apr 22, 2026
Full time
Clark James Recruitment are working with a highly professional firm of Mortgage Brokers. Due to continued growth within the business our client are looking to recruit an experienced Protection Adviser to join their team. Role Full-time, office-based Protection Adviser vacancy. Sole Protection Adviser within the business. Receiving quality Protection leads from the team of Mortgage Brokers. Working closely with clients providing regular communication and updates. Full time, office based. Candidate Professional, well spoken and confident. Excellent telephone manner. Well presented. Previous Protection experience is essential. Role would suit a Protection Adviser or Mortgage Broker looking to work solely within Protection. Excellent attention to detail. Ability to liaise at all levels. Package Excellent basic salary. Excellent levels of commission. Additional company benefits. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. At Clark James Recruitment we are committed to Diversity, Equality and Inclusion within our teams, our clients and our candidates
# Head of Engineering - RetailDate Posted: 07/04/2026Location: LondonJob Type: Full time Head of Engineering - Retail Location: London- hybrid 50% Contract: Permanent Purpose Just Group's Retail division develops and delivers retirement finance products through financial advisers and intermediaries. As part of an ongoing technology modernisation programme, we are evolving our platforms and customer journeys to ensure they remain secure, resilient, and fit for the future.The Head of Engineering - Retail will lead the Retail engineering organisation, setting clear technical direction and ensuring high quality delivery across platforms and applications. The role plays a key part in adopting modern engineering practices, including AI enabled approaches, to support scalable and reliable delivery.Reporting to the Retail IT Director, you will lead multiple Engineering Managers and help foster a collaborative, high performing engineering culture, focused on secure, efficient, and sustainable delivery. About Just We help people achieve a better later life. That's our purpose and it's the reason we exist. We are a fast-growing company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do.This is a brilliant time to join our business. We are on an exciting growth journey to become the UK's most loved retirement expert. Key Accountabilities Define and deliver the Retail engineering roadmap, aligned to Group technology strategy and agreed modern engineering practices. Lead the adoption of AI enabled, context driven, and agent based approaches where they add practical value. Provide technical leadership across architecture, solution design, and the management of technical debt. Ensure the secure, reliable, and scalable delivery of Retail platforms and applications. Oversee delivery planning, execution, and risk management, including ownership of P1 and P2 incident response and resolution. Build and develop engineering capability through strong leadership of Engineering Managers and senior engineers. Promote consistent engineering standards across automation, DevOps, cloud native development, and observability. Partner closely with senior stakeholders, providing clear, transparent communication on delivery progress, risks, and priorities. Examples of Key Activities Chair Retail engineering governance forums to ensure alignment with Group standards and principles. Maintain and review the technical debt and end of life roadmap, feeding priorities into delivery plans. Review and challenge significant technical design decisions to ensure solutions are scalable, secure, and maintainable. Act as an escalation point for major incidents, coordinating resolution and leading post incident reviews. Work with Engineering Managers to track delivery progress, dependencies, and risks. Coach and mentor engineering leaders, supporting capability and leadership development. Represent Retail Engineering in cross business forums, ensuring Retail requirements and priorities are well understood. What We're Looking For Proven experience in senior engineering leadership roles, leading multi team delivery at scale (50+ FTE including partners), within Financial Services. Strong knowledge of modern engineering practices, including software engineering, architecture, cloud platforms, CI/CD, DevSecOps, observability, and security focused design. Practical experience delivering large scale technology change and modernising legacy platforms, preferably within a Microsoft ecosystem. The ability to build high performing engineering teams, embed standards, and foster a positive, inclusive engineering culture. Experience working with a mix of in house teams, vendors, and delivery partners. Confidence operating in regulated environments with an emphasis on resilience, performance, and security. Strong stakeholder engagement skills, with the ability to translate technical topics into clear business outcomes. Experience leading major incident response and continuous improvement following service issues. Our behaviours At Just you'll have the opportunity to develop your career, whilst making a difference to the lives of those around you. You'll be part of a company with a strong and distinctive - we're ambitious, curious and collaborative - and every decision we make centres around being Just and delivering the best outcomes for our customers. What's in it for you A competitive salary, pension scheme and life assurance 25 days annual leave plus an additional day on us for your birthday Private medical cover and income protection, just in case A generous and highly achievable bonus scheme Opportunities to progress your career in-role and within the company Free access to the Headspace app, 24/7 employee assistance helpline and trained physical and mental health first aiders A variety of employee funded benefits available via our online benefits portal Plus, several additional purchase options available for you and your loved onesExplore our on our dedicated benefits page. Belonging at Just Valuing diversity of thought and fostering a sense of belonging is critical to our business success, driving innovation and balanced decision making. Our work on aims to deliver a brilliant employee experience underpinned by a sense of belonging, where our people feel proud to work at Just.We remain committed to our publicly disclosed HM Treasury Women in Finance Charter and Race at Work Charter targets and support a wide range of employee network and events, championing issues including intergenerational working, social mobility and neurodiversity. Application details Please submit your CV using the 'apply now' button. Shortlisted candidates will be contacted regarding next steps which may include an initial phone interview and in-person assessment. Be Bold. Be Brilliant. Be Just.
Apr 22, 2026
Full time
# Head of Engineering - RetailDate Posted: 07/04/2026Location: LondonJob Type: Full time Head of Engineering - Retail Location: London- hybrid 50% Contract: Permanent Purpose Just Group's Retail division develops and delivers retirement finance products through financial advisers and intermediaries. As part of an ongoing technology modernisation programme, we are evolving our platforms and customer journeys to ensure they remain secure, resilient, and fit for the future.The Head of Engineering - Retail will lead the Retail engineering organisation, setting clear technical direction and ensuring high quality delivery across platforms and applications. The role plays a key part in adopting modern engineering practices, including AI enabled approaches, to support scalable and reliable delivery.Reporting to the Retail IT Director, you will lead multiple Engineering Managers and help foster a collaborative, high performing engineering culture, focused on secure, efficient, and sustainable delivery. About Just We help people achieve a better later life. That's our purpose and it's the reason we exist. We are a fast-growing company helping customers enjoy the retirement they deserve. We do this through a variety of market leading, award-winning products and services, delivered by a diverse team of over 1,400 purpose-led colleagues who genuinely put the customer at the heart of everything we do.This is a brilliant time to join our business. We are on an exciting growth journey to become the UK's most loved retirement expert. Key Accountabilities Define and deliver the Retail engineering roadmap, aligned to Group technology strategy and agreed modern engineering practices. Lead the adoption of AI enabled, context driven, and agent based approaches where they add practical value. Provide technical leadership across architecture, solution design, and the management of technical debt. Ensure the secure, reliable, and scalable delivery of Retail platforms and applications. Oversee delivery planning, execution, and risk management, including ownership of P1 and P2 incident response and resolution. Build and develop engineering capability through strong leadership of Engineering Managers and senior engineers. Promote consistent engineering standards across automation, DevOps, cloud native development, and observability. Partner closely with senior stakeholders, providing clear, transparent communication on delivery progress, risks, and priorities. Examples of Key Activities Chair Retail engineering governance forums to ensure alignment with Group standards and principles. Maintain and review the technical debt and end of life roadmap, feeding priorities into delivery plans. Review and challenge significant technical design decisions to ensure solutions are scalable, secure, and maintainable. Act as an escalation point for major incidents, coordinating resolution and leading post incident reviews. Work with Engineering Managers to track delivery progress, dependencies, and risks. Coach and mentor engineering leaders, supporting capability and leadership development. Represent Retail Engineering in cross business forums, ensuring Retail requirements and priorities are well understood. What We're Looking For Proven experience in senior engineering leadership roles, leading multi team delivery at scale (50+ FTE including partners), within Financial Services. Strong knowledge of modern engineering practices, including software engineering, architecture, cloud platforms, CI/CD, DevSecOps, observability, and security focused design. Practical experience delivering large scale technology change and modernising legacy platforms, preferably within a Microsoft ecosystem. The ability to build high performing engineering teams, embed standards, and foster a positive, inclusive engineering culture. Experience working with a mix of in house teams, vendors, and delivery partners. Confidence operating in regulated environments with an emphasis on resilience, performance, and security. Strong stakeholder engagement skills, with the ability to translate technical topics into clear business outcomes. Experience leading major incident response and continuous improvement following service issues. Our behaviours At Just you'll have the opportunity to develop your career, whilst making a difference to the lives of those around you. You'll be part of a company with a strong and distinctive - we're ambitious, curious and collaborative - and every decision we make centres around being Just and delivering the best outcomes for our customers. What's in it for you A competitive salary, pension scheme and life assurance 25 days annual leave plus an additional day on us for your birthday Private medical cover and income protection, just in case A generous and highly achievable bonus scheme Opportunities to progress your career in-role and within the company Free access to the Headspace app, 24/7 employee assistance helpline and trained physical and mental health first aiders A variety of employee funded benefits available via our online benefits portal Plus, several additional purchase options available for you and your loved onesExplore our on our dedicated benefits page. Belonging at Just Valuing diversity of thought and fostering a sense of belonging is critical to our business success, driving innovation and balanced decision making. Our work on aims to deliver a brilliant employee experience underpinned by a sense of belonging, where our people feel proud to work at Just.We remain committed to our publicly disclosed HM Treasury Women in Finance Charter and Race at Work Charter targets and support a wide range of employee network and events, championing issues including intergenerational working, social mobility and neurodiversity. Application details Please submit your CV using the 'apply now' button. Shortlisted candidates will be contacted regarding next steps which may include an initial phone interview and in-person assessment. Be Bold. Be Brilliant. Be Just.
Bennett and Game Recruitment LTD
Luton, Bedfordshire
Position: Personal Tax Manager Location: Luton Package: Up to 62,000, Hybrid working, 25 days plus BH, life assurance, and much more Working Hours: Full time, Mon-Fri, 9am-5pm A new opportunity is available within a highly reputable, growing, medium sized Accountancy Practice. This role involves managing a varied portfolio of private clients, including HNW individuals, trusts, and estates. This is a key role for the firm, offering responsibility, client exposure, and opportunities for progression The role is paying up to 62k, with hybrid working flexibility, extensive holiday allowance, life assurance, paid overtime, and much more. It is well suited to an experienced tax professional, with a passion within personal tax. If you are looking to take the next step within a truly progressive firm, then this is the role for you Personal Tax Manager Job Responsibilities Manage a diverse portfolio of personal tax clients (including HNWIs, directors, owner-managed businesses, trusts, and estates) and act as the primary point of contact for clients and advisers Build strong client relationships while identifying tax planning opportunities and supporting advisory and trust-related projects Oversee preparation and review of personal, trust, and estate tax returns, ensuring compliance with income tax, CGT, and IHT obligations Manage HMRC correspondence, enquiries, disclosures, and investigations, ensuring deadlines and budgets are met Provide technical expertise across personal tax, trusts, estates, and residency matters, including research and interpretation of legislation and HMRC guidance Support advisory work on trust structures, succession planning, and communicate legislative updates to clients and the team Lead, supervise, and develop junior staff, including workflow planning, reviewing work, and delivering training Ensure compliance with professional standards and internal procedures, maintaining accurate documentation and supporting quality assurance initiatives Personal Tax Manager Job Requirements CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experience Strong experience within a UK accountancy or tax practice Good technical knowledge of UK personal tax, trust, and estate taxation Experience managing a personal tax and trust client portfolio Strong organisational and time management skills Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar, is desirable Personal Tax Manager Salary & Benefits Salary ranging from 51,000 - 62,000 depending on experience Flexible working, along with hybrid arrangements for qualified staff members Annual leave starting at 25 days (plus statutory bank holidays) Holiday purchase scheme We offer paid overtime - rare in our sector we know! A group income protection insurance scheme Life assurance at four times basic annual salary Auto enrolment pension scheme Employee Assistance Programme for challenging situations whether they be personal or work related Full study support for professional qualifications where relevant Professional subscriptions fees paid Onsite parking Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Apr 22, 2026
Full time
Position: Personal Tax Manager Location: Luton Package: Up to 62,000, Hybrid working, 25 days plus BH, life assurance, and much more Working Hours: Full time, Mon-Fri, 9am-5pm A new opportunity is available within a highly reputable, growing, medium sized Accountancy Practice. This role involves managing a varied portfolio of private clients, including HNW individuals, trusts, and estates. This is a key role for the firm, offering responsibility, client exposure, and opportunities for progression The role is paying up to 62k, with hybrid working flexibility, extensive holiday allowance, life assurance, paid overtime, and much more. It is well suited to an experienced tax professional, with a passion within personal tax. If you are looking to take the next step within a truly progressive firm, then this is the role for you Personal Tax Manager Job Responsibilities Manage a diverse portfolio of personal tax clients (including HNWIs, directors, owner-managed businesses, trusts, and estates) and act as the primary point of contact for clients and advisers Build strong client relationships while identifying tax planning opportunities and supporting advisory and trust-related projects Oversee preparation and review of personal, trust, and estate tax returns, ensuring compliance with income tax, CGT, and IHT obligations Manage HMRC correspondence, enquiries, disclosures, and investigations, ensuring deadlines and budgets are met Provide technical expertise across personal tax, trusts, estates, and residency matters, including research and interpretation of legislation and HMRC guidance Support advisory work on trust structures, succession planning, and communicate legislative updates to clients and the team Lead, supervise, and develop junior staff, including workflow planning, reviewing work, and delivering training Ensure compliance with professional standards and internal procedures, maintaining accurate documentation and supporting quality assurance initiatives Personal Tax Manager Job Requirements CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experience Strong experience within a UK accountancy or tax practice Good technical knowledge of UK personal tax, trust, and estate taxation Experience managing a personal tax and trust client portfolio Strong organisational and time management skills Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar, is desirable Personal Tax Manager Salary & Benefits Salary ranging from 51,000 - 62,000 depending on experience Flexible working, along with hybrid arrangements for qualified staff members Annual leave starting at 25 days (plus statutory bank holidays) Holiday purchase scheme We offer paid overtime - rare in our sector we know! A group income protection insurance scheme Life assurance at four times basic annual salary Auto enrolment pension scheme Employee Assistance Programme for challenging situations whether they be personal or work related Full study support for professional qualifications where relevant Professional subscriptions fees paid Onsite parking Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Mortgage & Protection Adviser Location: Wigston, Leicester (Office-Based) Salary: £35,000 + OTE £55,000+ (Uncapped Bonus) Whats on Offer Basic salary of £35,000 Uncapped bonus with OTE £55,000+ Dedicated Mortgage Support Team Strong flow of leads from internal referrals and client enquiries Professional development opportunities within an established firm Collaborative, team-focused working environment Offi click apply for full job details
Apr 22, 2026
Full time
Mortgage & Protection Adviser Location: Wigston, Leicester (Office-Based) Salary: £35,000 + OTE £55,000+ (Uncapped Bonus) Whats on Offer Basic salary of £35,000 Uncapped bonus with OTE £55,000+ Dedicated Mortgage Support Team Strong flow of leads from internal referrals and client enquiries Professional development opportunities within an established firm Collaborative, team-focused working environment Offi click apply for full job details
# About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us!# About the Role Level: 3Location: LondonDepartment: Operational Resilience & PropertyContract: PermanentThe Lead Intelligence Analyst Role in the Resilience and Crisis Team (RCT) sits within a team of two operational resilience specialists, a lead Analyst focused on Incident Response and one Analyst to support with Intelligence gathering, assessment and prioritisation.The Lead intelligence Analyst is responsible for the proactive collection, analysis, evaluation and dissemination of all-source material within the 24/7 Resilience and Crisis Team, alongside the Analyst. They are responsible for ensuing intelligence threat trends are accurate and reflected in the testing and exercising prioritisation schedule across the business. They will prepare briefings for intelligence threats across the Quilter business, including travel risk assessments and briefings for staff.The RCT is responsible for ensuring all work conducted is of direct relevance to protecting both the organisation and the safety and security of company personnel, property and reputation. Key Responsibilities: To consistently produce high quality assessments and reports relating to tactical threats as well as insightful strategic analysis to inform Resilience and Crisis Team functions. Work within a 24/7 RCT to fully support the requirements of the business, including an On Call Rota. Maintain, and further develop, intelligence flows and analytical applications within the RCT. Participate in special projects as required by the RCT Manager. Work with existing members of staff to meet existing intelligence requirements and establish best practice. Lead subject matter expertise work streams as directed by the RCT Manager. Support the facilitation of crisis management training, deliver specialist presentations and design crisis exercise scenarios. Utilise intelligence related tools and platforms to ensure intelligence is up to date. Forge relationships with Operational Resilience, Crisis Management and Cyber Threat SME's across both the private and public sectors. Review updates in relation to resilience and crisis management activities to determine necessary changes to supporting governance documentation. Take ownership of documentation reviews based on business and regulatory changes ensuring frameworks, standards and procedures remain robust and compliant.# About You Outstanding interpersonal skills to create effective and enduring relationships with internal and external stakeholders who work closely with the RCT and across the business. Exceptional research and analytical skills across all -source streams. Excellent written and communication skills. Experience in providing both written and verbal briefings on Intelligence Threats. Strong time management. An innovative thinker with the ability to work independently within a fast-paced environment. Highly skilled in interpreting, and developing, inferences from multiple intelligence products. An investigative mindset. Sound judgement when prioritising conflicting demands. Positive, self-motivated and dedicated to task delivery. A team player who is proactive in supporting others and sharing knowledge. Qualifications: Qualifications in any relevant field are preferred, but not required, or relevant operational experience gained in a Corporate, Military, Law Enforcement or Government agency sphere. Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone's contribution is valued, and
Apr 22, 2026
Full time
# About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.2 billion in customer investments (as of December 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve, including our colleagues. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us!# About the Role Level: 3Location: LondonDepartment: Operational Resilience & PropertyContract: PermanentThe Lead Intelligence Analyst Role in the Resilience and Crisis Team (RCT) sits within a team of two operational resilience specialists, a lead Analyst focused on Incident Response and one Analyst to support with Intelligence gathering, assessment and prioritisation.The Lead intelligence Analyst is responsible for the proactive collection, analysis, evaluation and dissemination of all-source material within the 24/7 Resilience and Crisis Team, alongside the Analyst. They are responsible for ensuing intelligence threat trends are accurate and reflected in the testing and exercising prioritisation schedule across the business. They will prepare briefings for intelligence threats across the Quilter business, including travel risk assessments and briefings for staff.The RCT is responsible for ensuring all work conducted is of direct relevance to protecting both the organisation and the safety and security of company personnel, property and reputation. Key Responsibilities: To consistently produce high quality assessments and reports relating to tactical threats as well as insightful strategic analysis to inform Resilience and Crisis Team functions. Work within a 24/7 RCT to fully support the requirements of the business, including an On Call Rota. Maintain, and further develop, intelligence flows and analytical applications within the RCT. Participate in special projects as required by the RCT Manager. Work with existing members of staff to meet existing intelligence requirements and establish best practice. Lead subject matter expertise work streams as directed by the RCT Manager. Support the facilitation of crisis management training, deliver specialist presentations and design crisis exercise scenarios. Utilise intelligence related tools and platforms to ensure intelligence is up to date. Forge relationships with Operational Resilience, Crisis Management and Cyber Threat SME's across both the private and public sectors. Review updates in relation to resilience and crisis management activities to determine necessary changes to supporting governance documentation. Take ownership of documentation reviews based on business and regulatory changes ensuring frameworks, standards and procedures remain robust and compliant.# About You Outstanding interpersonal skills to create effective and enduring relationships with internal and external stakeholders who work closely with the RCT and across the business. Exceptional research and analytical skills across all -source streams. Excellent written and communication skills. Experience in providing both written and verbal briefings on Intelligence Threats. Strong time management. An innovative thinker with the ability to work independently within a fast-paced environment. Highly skilled in interpreting, and developing, inferences from multiple intelligence products. An investigative mindset. Sound judgement when prioritising conflicting demands. Positive, self-motivated and dedicated to task delivery. A team player who is proactive in supporting others and sharing knowledge. Qualifications: Qualifications in any relevant field are preferred, but not required, or relevant operational experience gained in a Corporate, Military, Law Enforcement or Government agency sphere. Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone's contribution is valued, and
TIGER MEDIA RECRUITMENT LIMITED
Northampton, Northamptonshire
Insurance Advisor/Protection Advisor Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? Uncapped weekly commission earn what youre worth Industry-leading rates: 120% (4-year indemnity) rising to 175% or 220% (non-indemnity) Full training and ongoing development no previous protection experience needed Work independently with t. . click apply for full job details
Apr 22, 2026
Full time
Insurance Advisor/Protection Advisor Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? Uncapped weekly commission earn what youre worth Industry-leading rates: 120% (4-year indemnity) rising to 175% or 220% (non-indemnity) Full training and ongoing development no previous protection experience needed Work independently with t. . click apply for full job details
About The Role Team- Adviser Service Life Working Pattern - Home based. Full time, 37.5 hours per week. We are happy to discuss flexible working! Top 3 skills needed for this role: Experience in underwriting Life, Critical Illness and Income protection Excellent customer focus and making the right decision Ability to manage workloads independently and to work as a team What this role is all about: In th click apply for full job details
Apr 22, 2026
Full time
About The Role Team- Adviser Service Life Working Pattern - Home based. Full time, 37.5 hours per week. We are happy to discuss flexible working! Top 3 skills needed for this role: Experience in underwriting Life, Critical Illness and Income protection Excellent customer focus and making the right decision Ability to manage workloads independently and to work as a team What this role is all about: In th click apply for full job details
About The Role Team- Adviser Service Life Working Pattern - Home based. Full time, 37.5 hours per week. We are happy to discuss flexible working! Top 3 skills needed for this role: Experience in underwriting Life, Critical Illness and Income protection Excellent customer focus and making the right decision Ability to manage workloads independently and to work as a team What this role is all about: In th click apply for full job details
Apr 22, 2026
Full time
About The Role Team- Adviser Service Life Working Pattern - Home based. Full time, 37.5 hours per week. We are happy to discuss flexible working! Top 3 skills needed for this role: Experience in underwriting Life, Critical Illness and Income protection Excellent customer focus and making the right decision Ability to manage workloads independently and to work as a team What this role is all about: In th click apply for full job details
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work, think of Gallagher. Overview Are you a seasoned professional with a passion for building strong client relationships and leading high performing teams? Do you have extensive experience in DB pensions administration or consultancy and a proven track record of delivering exceptional client service? If so, we have an exciting opportunity for you! We're looking for a Head of Client Relations to join our Pensions Administration business. In this pivotal role, you'll shape and lead our client relationship strategy, ensuring trustee boards, corporate clients, and advisers receive outstanding service, proactive communication, and strategic partnership. How you'll make an impact Lead Strategic Client Relationships: Position our business as a trusted partner to trustees and sponsoring employers, driving a client centric culture across our teams. Inspire and Develop a High Performing Team: Lead, coach, and develop a team of Client Executives, fostering a culture of proactive relationship management and continuous improvement. Engage with Clients and Stakeholders: Build strong, strategic relationships with trustee boards, governance committees, employers, and advisers, while acting as the senior escalation point for complex issues. Champion Governance and Risk Management: Ensure robust governance structures, compliance, and risk management across client accounts. Drive Commercial Success: Support contract renewals, fee reviews, and new business opportunities while monitoring financial performance and improving profitability. Lead Transformation and Innovation: Identify and drive improvements in client experience, digital engagement, and service transparency. About You To succeed in this role, you'll need: Extensive experience in pensions administration or consultancy with significant client facing responsibilities. Proven leadership experience managing client facing teams. Strong knowledge of DB and/or DC pensions legislation, scheme governance, and operational processes. Excellent communication, presentation, and negotiation skills. Commercial acumen, including fee structures, contract management, and profitability. The ability to build trust quickly and maintain long standing strategic relationships. Desirable PMI qualifications or equivalent pensions training. Experience in transformation, digital client engagement, or service redesign. Knowledge of industry developments such as dashboards, GMP equalisation, and de risking activity. Why Join Us? At Gallagher Benefit Services, we're committed to delivering tailored and comprehensive insurance and risk management solutions. We invest in our people's health, financial well being, and career growth, aligning with their goals to create a thriving workplace. If you're ready to take the next step in your career and make a real impact in the pensions administration space, we'd love to hear from you. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days. Defined contribution pension scheme, which Gallagher will also contribute to. Life insurance, which will pay 4x your basic annual salary, which you can top up to 10x. Income protection - we'll cover up to 50% of your annual income, with options to top up. Health cash plan or Private medical insurance. Other benefits include: Three fully paid volunteering days per year. Employee Stock Purchase plan, offering company shares at a discount. Share incentive plan, HMRC approved, tax effective, stock purchase plan. Critical illness cover. Discounted gym membership, with over 3,000 gyms nationally. Season ticket loan. Access to a discounted voucher portal to save money on your weekly shop or next big purchase. Emergency back up family care. And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, colour, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Apr 22, 2026
Full time
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work, think of Gallagher. Overview Are you a seasoned professional with a passion for building strong client relationships and leading high performing teams? Do you have extensive experience in DB pensions administration or consultancy and a proven track record of delivering exceptional client service? If so, we have an exciting opportunity for you! We're looking for a Head of Client Relations to join our Pensions Administration business. In this pivotal role, you'll shape and lead our client relationship strategy, ensuring trustee boards, corporate clients, and advisers receive outstanding service, proactive communication, and strategic partnership. How you'll make an impact Lead Strategic Client Relationships: Position our business as a trusted partner to trustees and sponsoring employers, driving a client centric culture across our teams. Inspire and Develop a High Performing Team: Lead, coach, and develop a team of Client Executives, fostering a culture of proactive relationship management and continuous improvement. Engage with Clients and Stakeholders: Build strong, strategic relationships with trustee boards, governance committees, employers, and advisers, while acting as the senior escalation point for complex issues. Champion Governance and Risk Management: Ensure robust governance structures, compliance, and risk management across client accounts. Drive Commercial Success: Support contract renewals, fee reviews, and new business opportunities while monitoring financial performance and improving profitability. Lead Transformation and Innovation: Identify and drive improvements in client experience, digital engagement, and service transparency. About You To succeed in this role, you'll need: Extensive experience in pensions administration or consultancy with significant client facing responsibilities. Proven leadership experience managing client facing teams. Strong knowledge of DB and/or DC pensions legislation, scheme governance, and operational processes. Excellent communication, presentation, and negotiation skills. Commercial acumen, including fee structures, contract management, and profitability. The ability to build trust quickly and maintain long standing strategic relationships. Desirable PMI qualifications or equivalent pensions training. Experience in transformation, digital client engagement, or service redesign. Knowledge of industry developments such as dashboards, GMP equalisation, and de risking activity. Why Join Us? At Gallagher Benefit Services, we're committed to delivering tailored and comprehensive insurance and risk management solutions. We invest in our people's health, financial well being, and career growth, aligning with their goals to create a thriving workplace. If you're ready to take the next step in your career and make a real impact in the pensions administration space, we'd love to hear from you. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days. Defined contribution pension scheme, which Gallagher will also contribute to. Life insurance, which will pay 4x your basic annual salary, which you can top up to 10x. Income protection - we'll cover up to 50% of your annual income, with options to top up. Health cash plan or Private medical insurance. Other benefits include: Three fully paid volunteering days per year. Employee Stock Purchase plan, offering company shares at a discount. Share incentive plan, HMRC approved, tax effective, stock purchase plan. Critical illness cover. Discounted gym membership, with over 3,000 gyms nationally. Season ticket loan. Access to a discounted voucher portal to save money on your weekly shop or next big purchase. Emergency back up family care. And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, colour, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Senior Employment Counsel - UK & EU Join a global leader in healthcare technology in a senior employment law role supporting the UK and EU business. This position sits within a collaborative in-house legal team and works closely with HR and senior stakeholders to deliver pragmatic, commercial employment-law advice in a fast-moving, regulated environment. The Role As Senior Employment Counsel, you will provide expert legal support across a broad range of employment-law matters in the UK and Europe. Working in partnership with HR and Legal leadership, you will help shape and implement employment-law strategy, ensuring compliance while supporting business objectives. Key Responsibilities Act as the primary employment-law adviser for the UK and EU, supporting HR and senior stakeholders on both day-to-day and complex matters. Advise on employee relations issues including grievances, disciplinaries, investigations and performance management. Support workforce change projects, including redundancies, restructurings, TUPE and organisational change initiatives. Draft, review and advise on employment contracts, HR policies, settlement agreements, restrictive covenants and exits. Manage employment litigation and disputes, working with external counsel where required. Provide commercially focused advice, balancing legal risk with business priorities. Support cross-border employment matters across European jurisdictions, liaising with local counsel as appropriate. Contribute to employment-law governance and compliance across the employee lifecycle. Monitor and advise on UK and EU legislative developments, including upcoming reforms such as the UK Employment Rights Bill. Deliver practical employment-law training and guidance to HR teams and managers to promote consistent, compliant people practices. What We Are Looking For UK-qualified solicitor with 8-9 years' PQE and a current practising certificate. Strong employment-law experience gained in-house and/or in private practice. Excellent technical knowledge of UK employment law, with experience advising on European jurisdictions. Proven experience advising on employee relations, restructurings, TUPE, employment litigation and policy development. Solid understanding of key legislation including the Employment Rights Act, Equality Act and Working Time Regulations. Experience advising on employment-related data protection, senior employee contracts and Employment Tribunal matters. Commercial, pragmatic approach with the ability to provide clear advice to non-legal stakeholders. Comfortable working autonomously while collaborating within a global legal and HR function. What's on Offer Salary up to £160,000 , plus bonus and comprehensive benefits. Hybrid working model with flexibility. High-quality, varied work within a global, market-leading organisation. Senior-level role without director-level management responsibilities. To apply, please submit your CV and cover letter outlining your relevant experience, current salary package, notice period and interest in the role.
Apr 22, 2026
Full time
Senior Employment Counsel - UK & EU Join a global leader in healthcare technology in a senior employment law role supporting the UK and EU business. This position sits within a collaborative in-house legal team and works closely with HR and senior stakeholders to deliver pragmatic, commercial employment-law advice in a fast-moving, regulated environment. The Role As Senior Employment Counsel, you will provide expert legal support across a broad range of employment-law matters in the UK and Europe. Working in partnership with HR and Legal leadership, you will help shape and implement employment-law strategy, ensuring compliance while supporting business objectives. Key Responsibilities Act as the primary employment-law adviser for the UK and EU, supporting HR and senior stakeholders on both day-to-day and complex matters. Advise on employee relations issues including grievances, disciplinaries, investigations and performance management. Support workforce change projects, including redundancies, restructurings, TUPE and organisational change initiatives. Draft, review and advise on employment contracts, HR policies, settlement agreements, restrictive covenants and exits. Manage employment litigation and disputes, working with external counsel where required. Provide commercially focused advice, balancing legal risk with business priorities. Support cross-border employment matters across European jurisdictions, liaising with local counsel as appropriate. Contribute to employment-law governance and compliance across the employee lifecycle. Monitor and advise on UK and EU legislative developments, including upcoming reforms such as the UK Employment Rights Bill. Deliver practical employment-law training and guidance to HR teams and managers to promote consistent, compliant people practices. What We Are Looking For UK-qualified solicitor with 8-9 years' PQE and a current practising certificate. Strong employment-law experience gained in-house and/or in private practice. Excellent technical knowledge of UK employment law, with experience advising on European jurisdictions. Proven experience advising on employee relations, restructurings, TUPE, employment litigation and policy development. Solid understanding of key legislation including the Employment Rights Act, Equality Act and Working Time Regulations. Experience advising on employment-related data protection, senior employee contracts and Employment Tribunal matters. Commercial, pragmatic approach with the ability to provide clear advice to non-legal stakeholders. Comfortable working autonomously while collaborating within a global legal and HR function. What's on Offer Salary up to £160,000 , plus bonus and comprehensive benefits. Hybrid working model with flexibility. High-quality, varied work within a global, market-leading organisation. Senior-level role without director-level management responsibilities. To apply, please submit your CV and cover letter outlining your relevant experience, current salary package, notice period and interest in the role.
Private Client Services - Tax Director About the Role A leading professional services firm is seeking a Private Client Services Tax Director to join its growing private client team. The role offers the opportunity to work with a sophisticated client base that includes high net worth individuals, entrepreneurs, owner managed businesses, trusts and families. The team advises on a broad and evolving range of complex tax matters, combining strong technical expertise with a relationship driven approach. The successful candidate will oversee clients' tax affairs while acting as a trusted adviser aligned to their personal and commercial objectives. The Opportunity The Private Client Services Tax Director will manage a diverse portfolio of clients, many with complex structures and international considerations. The role is both technically demanding and highly client facing, requiring sound judgement, leadership capability and the ability to manage competing priorities. The position involves regular interaction with senior stakeholders and partners, contributing to the development of the wider practice and supporting growth through high quality service delivery and identification of new opportunities. Key Responsibilities Managing a portfolio of high net worth and ultra high net worth clients with complex private client and trust requirements Providing both advisory and compliance services across private client, trust and wealth structures Advising on succession planning, restructuring projects and complex UK tax matters Reviewing complex tax computations and returns Managing WIP, recoveries and billing for the client portfolio Identifying technical, risk and business development matters and escalating appropriately Ensuring adherence to quality control and risk management procedures Building and maintaining strong, long term client relationships Leading projects of varying scale and complexity Leadership and Development Guiding, supervising and reviewing the work of less experienced colleagues Supporting the training, mentoring and development of team members Challenging existing practices and driving process and service improvements Taking responsibility for decisions and contributing to the effective leadership of the team Candidate Profile The successful candidate will be a technically strong private client tax specialist with the ability to manage complex advisory work and senior client relationships. Key requirements include: In depth, up to date knowledge of private client taxation Experience advising high net worth individuals, families and wealth protection structures Proven experience managing a client portfolio, including engagement take on and billing Strong understanding of risk management in client engagements Ability to work proactively and independently while collaborating effectively with senior colleagues Degree level education CTA and/or ACA qualification (or equivalent) Working Environment The firm offers a collaborative, people centred culture with a strong emphasis on professional respect, flexibility and development. The successful candidate will be supported in shaping their career and contributing to the long term success and direction of the private client practice. Please note that your personal information will be treated in accordance with our Privacy Policy.
Apr 22, 2026
Full time
Private Client Services - Tax Director About the Role A leading professional services firm is seeking a Private Client Services Tax Director to join its growing private client team. The role offers the opportunity to work with a sophisticated client base that includes high net worth individuals, entrepreneurs, owner managed businesses, trusts and families. The team advises on a broad and evolving range of complex tax matters, combining strong technical expertise with a relationship driven approach. The successful candidate will oversee clients' tax affairs while acting as a trusted adviser aligned to their personal and commercial objectives. The Opportunity The Private Client Services Tax Director will manage a diverse portfolio of clients, many with complex structures and international considerations. The role is both technically demanding and highly client facing, requiring sound judgement, leadership capability and the ability to manage competing priorities. The position involves regular interaction with senior stakeholders and partners, contributing to the development of the wider practice and supporting growth through high quality service delivery and identification of new opportunities. Key Responsibilities Managing a portfolio of high net worth and ultra high net worth clients with complex private client and trust requirements Providing both advisory and compliance services across private client, trust and wealth structures Advising on succession planning, restructuring projects and complex UK tax matters Reviewing complex tax computations and returns Managing WIP, recoveries and billing for the client portfolio Identifying technical, risk and business development matters and escalating appropriately Ensuring adherence to quality control and risk management procedures Building and maintaining strong, long term client relationships Leading projects of varying scale and complexity Leadership and Development Guiding, supervising and reviewing the work of less experienced colleagues Supporting the training, mentoring and development of team members Challenging existing practices and driving process and service improvements Taking responsibility for decisions and contributing to the effective leadership of the team Candidate Profile The successful candidate will be a technically strong private client tax specialist with the ability to manage complex advisory work and senior client relationships. Key requirements include: In depth, up to date knowledge of private client taxation Experience advising high net worth individuals, families and wealth protection structures Proven experience managing a client portfolio, including engagement take on and billing Strong understanding of risk management in client engagements Ability to work proactively and independently while collaborating effectively with senior colleagues Degree level education CTA and/or ACA qualification (or equivalent) Working Environment The firm offers a collaborative, people centred culture with a strong emphasis on professional respect, flexibility and development. The successful candidate will be supported in shaping their career and contributing to the long term success and direction of the private client practice. Please note that your personal information will be treated in accordance with our Privacy Policy.
TIGER MEDIA RECRUITMENT LIMITED
Liverpool, Merseyside
Insurance Advisor/Protection Advisor Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? Uncapped weekly commission earn what youre worth Industry-leading rates: 120% (4-year indemnity) rising to 175% or 220% (non-indemnity) Full training and ongoing development no previous protection experience needed Work independently with t. . click apply for full job details
Apr 21, 2026
Full time
Insurance Advisor/Protection Advisor Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? Uncapped weekly commission earn what youre worth Industry-leading rates: 120% (4-year indemnity) rising to 175% or 220% (non-indemnity) Full training and ongoing development no previous protection experience needed Work independently with t. . click apply for full job details
Honeycomb is delighted to partner with large UK-based wealth management, pensions and employee benefits services firm that provides financial planning, pension consultancy and administration, and investment services to individuals, executives, business owners and corporates. The role is full time, permanent and hybrid. The Client Our client has a long track record of supporting clients with tailored, relationship-led financial solutions. They combine strong technical expertise with a professional and supportive working culture. The Role You'll be expected to work proactively, handling client queries promptly and professionally while building strong relationships with advisers, trustees and internal stakeholders. The role involves close collaboration with directors, consultants, paraplanners and wider support teams, as well as supporting knowledge sharing and consistency across the SSAS team Key Duties: Manage the day-to-day administration of a portfolio of SSAS schemes, acting as the primary point of contact Maintain accurate and audit-ready scheme records, trustee documentation and compliance files in line with best practice Contribute to a strong risk culture, ensuring governance and oversight standards remain high Stay up to date with regulatory changes Set up new schemes, including HMRC registration, and oversee scheme takeovers Prepare meeting packs, annual valuations, statements, trustee reports and related documentation Administer member events such as new entrants, transfers, retirements and death benefits Meet all regulatory reporting obligations (including HMRC and the Pensions Regulator) Support clients and advisers with SSAS technical queries Process and monitor investments, including commercial property, borrowing and loanback arrangement Prepare and check complex calculations (valuations, benefit summaries, Lump Sum Allowance-related work, etc.) Contribute to continuous improvement initiatives and technical process development Essential Criteria At least four years' pension administration experience, ideally with strong SSAS technical knowledge Solid understanding of pension scheme administration and regulatory frameworks Experience managing complex casework or client portfolios Excellent written and verbal communication skills High attention to detail and accuracy Ability to prioritise effectively in a busy environment Strong IT skills, including Microsoft Office What We Offer Competitive salary (£33,000-38,000 depending on experience) Group pension Life assurance Income protection Health cash plan Hybrid working model (office/home flexibility after training period Clear career progression pathways and professional development opportunities Social activities and charity fundraising events How to Apply To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Sam Evans on . Disclaimer If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.
Apr 21, 2026
Full time
Honeycomb is delighted to partner with large UK-based wealth management, pensions and employee benefits services firm that provides financial planning, pension consultancy and administration, and investment services to individuals, executives, business owners and corporates. The role is full time, permanent and hybrid. The Client Our client has a long track record of supporting clients with tailored, relationship-led financial solutions. They combine strong technical expertise with a professional and supportive working culture. The Role You'll be expected to work proactively, handling client queries promptly and professionally while building strong relationships with advisers, trustees and internal stakeholders. The role involves close collaboration with directors, consultants, paraplanners and wider support teams, as well as supporting knowledge sharing and consistency across the SSAS team Key Duties: Manage the day-to-day administration of a portfolio of SSAS schemes, acting as the primary point of contact Maintain accurate and audit-ready scheme records, trustee documentation and compliance files in line with best practice Contribute to a strong risk culture, ensuring governance and oversight standards remain high Stay up to date with regulatory changes Set up new schemes, including HMRC registration, and oversee scheme takeovers Prepare meeting packs, annual valuations, statements, trustee reports and related documentation Administer member events such as new entrants, transfers, retirements and death benefits Meet all regulatory reporting obligations (including HMRC and the Pensions Regulator) Support clients and advisers with SSAS technical queries Process and monitor investments, including commercial property, borrowing and loanback arrangement Prepare and check complex calculations (valuations, benefit summaries, Lump Sum Allowance-related work, etc.) Contribute to continuous improvement initiatives and technical process development Essential Criteria At least four years' pension administration experience, ideally with strong SSAS technical knowledge Solid understanding of pension scheme administration and regulatory frameworks Experience managing complex casework or client portfolios Excellent written and verbal communication skills High attention to detail and accuracy Ability to prioritise effectively in a busy environment Strong IT skills, including Microsoft Office What We Offer Competitive salary (£33,000-38,000 depending on experience) Group pension Life assurance Income protection Health cash plan Hybrid working model (office/home flexibility after training period Clear career progression pathways and professional development opportunities Social activities and charity fundraising events How to Apply To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Sam Evans on . Disclaimer If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.
Insurance Advisor/Protection Advisor Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? Uncapped weekly commission earn what youre worth Industry-leading rates: 120% (4-year indemnity) rising to 175% or 220% (non-indemnity) Full training and ongoing development no previous protection experience needed Work independently with t. . click apply for full job details
Apr 21, 2026
Full time
Insurance Advisor/Protection Advisor Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? Uncapped weekly commission earn what youre worth Industry-leading rates: 120% (4-year indemnity) rising to 175% or 220% (non-indemnity) Full training and ongoing development no previous protection experience needed Work independently with t. . click apply for full job details
This website requires JavaScript Head of FP&A We are a tech enabled consultancy known for our market leading advice in pensions, investment and insurance, and we strive to help create a financially better future for our society. Our love of data, technology and posing solutions to the difficult questions of today, has taken us into newer areas. We now have a reputation for excellence in energy transition, health analytics and sport analytics. This is a newly created role reflecting the increased scale and complexity of LCP's business. The Head of FP&A will be a key finance leadership position, owning the firm's planning, forecasting, and analytical capability. You will operate as a trusted commercial partner to the ExCo and Strategy leaders, providing the insight and rigour that enables confident strategic decision making across the Group. It requires someone equally comfortable building best in class financial models and presenting findings to senior stakeholders, as well as driving automation and systems improvement to free up the function for higher value work. What will you be doing? Financial Planning & Forecasting Own and lead LCP's annual budgeting and medium term planning process, working closely with the CFO, ExCo, and Strategy leads Design and implement rolling forecast cycle, maintaining a Group level P&L, revenue, EBITDA, and cash flow model as well as key partnership metrics Develop and maintain a robust suite of financial models covering revenue by division, headcount costs, and investment scenarios Produce forward looking scenario analysis to support strategic decisions, including sensitivity analysis and stress testing Business Partnering Act as the primary finance business partner to LCP's Strategy leaders across Actuarial, Investment, Health, Energy, and Insurance Translate financial data into clear commercial narratives that drive action, not just reporting Build strong relationships across the firm, ensuring finance is seen as a proactive commercial partner rather than a back office function Represent finance in senior forums including ExCo and Board reporting, preparing high quality materials that communicate performance and outlook with clarity Commercial & Deal Support Provide financial analysis and modelling support for strategic commercial initiatives, including M&A activity, PE related processes, new market entry, and partnership structures Support the CFO and senior leadership on financial due diligence, return on investment analysis, and deal structuring Work closely with external advisers (legal, financial, tax) as required to support transactions and restructuring activity Systems, Automation & Reporting Infrastructure Lead the development of LCP's FP&A systems and tools capability, identifying and implementing improvements to drive efficiency and data quality Drive automation of routine financial reporting processes, reducing manual effort and improving the speed and reliability of management information Own the design and continuous improvement of the Group management reporting suite, including ExCo and Board packs Champion the use of modern FP&A technology (planning tools, BI platforms, AI assisted analysis) to build a best in class finance function Team & Capability Build and develop a high performing FP&A team, creating a culture of analytical excellence and commercial curiosity Act as a mentor and development resource for junior finance colleagues across the broader team Contribute to the wider Finance leadership team, supporting the CFO in evolving the function as LCP grows What skills, qualities and experience are we looking for? Essential Qualified accountant (ACA, ACCA, CIMA or equivalent) with significant post qualification experience Demonstrable track record in a senior FP&A, commercial finance, or finance business partnering role, ideally within professional services or a partnership structure Exceptional financial modelling skills with the ability to build, stress test, and communicate complex models to non finance audiences Strong business partnering experience - able to influence at ExCo level and build trusted relationships with operational leaders Proven ability to drive process improvement and automation within a finance function Highly numerate, analytical, and structured in approach, with strong attention to detail balanced by the ability to see the bigger picture Excellent communication skills, both written and verbal, with experience preparing and presenting Board level materials Desirable Experience within an LLP or partnership structure, with an understanding of partner economics and member level reporting Exposure to multi entity, multi jurisdiction consolidation Hands on experience implementing or optimising FP&A tools Background in actuarial, consulting, or analytics led businesses What's in it for you? Take a look at our and Career stories pages to see why our people love being here! As well as joining a certified B Corp, multi award winning, fun, collaborative, people first organisation where your personal and professional skills will be developed to make you the best you can be, we offer an attractive benefits package designed to promote your overall wellbeing so that you are able to perform to your full potential both in and out of work. For you: Hybrid working (varies by role and department) Professional study support (where applicable) Access to our internal Wellbeing, LGBTQ+, Multicultural and Women's networks For your family: Life assurance, income protection, enhanced maternity/paternity/adoption and shared parental leave For your health: 26 days annual leave (pro rate for part time working) plus bank holidays (most of which can be taken flexibly!) with options to buy & sell holiday Private medical insurance Discounted gym memberships, critical illness and dental insurance through our flexible benefits Eye care vouchers Digital GP services For your wealth: Competitive pension scheme Discretionary bonus scheme High street discounts For others: Volunteering opportunities And much more! We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. We are committed to making our opportunities accessible to all and would welcome you getting in touch to let us know if an adjustment can be made to help with your application. This may be extra time for assessments, pre interview site visits, interview structure or questions, or asking us about building accessibility. Whatever it may be, please get in touch via our dedicated email address to discuss how we can support you with your application. Location: London
Apr 21, 2026
Full time
This website requires JavaScript Head of FP&A We are a tech enabled consultancy known for our market leading advice in pensions, investment and insurance, and we strive to help create a financially better future for our society. Our love of data, technology and posing solutions to the difficult questions of today, has taken us into newer areas. We now have a reputation for excellence in energy transition, health analytics and sport analytics. This is a newly created role reflecting the increased scale and complexity of LCP's business. The Head of FP&A will be a key finance leadership position, owning the firm's planning, forecasting, and analytical capability. You will operate as a trusted commercial partner to the ExCo and Strategy leaders, providing the insight and rigour that enables confident strategic decision making across the Group. It requires someone equally comfortable building best in class financial models and presenting findings to senior stakeholders, as well as driving automation and systems improvement to free up the function for higher value work. What will you be doing? Financial Planning & Forecasting Own and lead LCP's annual budgeting and medium term planning process, working closely with the CFO, ExCo, and Strategy leads Design and implement rolling forecast cycle, maintaining a Group level P&L, revenue, EBITDA, and cash flow model as well as key partnership metrics Develop and maintain a robust suite of financial models covering revenue by division, headcount costs, and investment scenarios Produce forward looking scenario analysis to support strategic decisions, including sensitivity analysis and stress testing Business Partnering Act as the primary finance business partner to LCP's Strategy leaders across Actuarial, Investment, Health, Energy, and Insurance Translate financial data into clear commercial narratives that drive action, not just reporting Build strong relationships across the firm, ensuring finance is seen as a proactive commercial partner rather than a back office function Represent finance in senior forums including ExCo and Board reporting, preparing high quality materials that communicate performance and outlook with clarity Commercial & Deal Support Provide financial analysis and modelling support for strategic commercial initiatives, including M&A activity, PE related processes, new market entry, and partnership structures Support the CFO and senior leadership on financial due diligence, return on investment analysis, and deal structuring Work closely with external advisers (legal, financial, tax) as required to support transactions and restructuring activity Systems, Automation & Reporting Infrastructure Lead the development of LCP's FP&A systems and tools capability, identifying and implementing improvements to drive efficiency and data quality Drive automation of routine financial reporting processes, reducing manual effort and improving the speed and reliability of management information Own the design and continuous improvement of the Group management reporting suite, including ExCo and Board packs Champion the use of modern FP&A technology (planning tools, BI platforms, AI assisted analysis) to build a best in class finance function Team & Capability Build and develop a high performing FP&A team, creating a culture of analytical excellence and commercial curiosity Act as a mentor and development resource for junior finance colleagues across the broader team Contribute to the wider Finance leadership team, supporting the CFO in evolving the function as LCP grows What skills, qualities and experience are we looking for? Essential Qualified accountant (ACA, ACCA, CIMA or equivalent) with significant post qualification experience Demonstrable track record in a senior FP&A, commercial finance, or finance business partnering role, ideally within professional services or a partnership structure Exceptional financial modelling skills with the ability to build, stress test, and communicate complex models to non finance audiences Strong business partnering experience - able to influence at ExCo level and build trusted relationships with operational leaders Proven ability to drive process improvement and automation within a finance function Highly numerate, analytical, and structured in approach, with strong attention to detail balanced by the ability to see the bigger picture Excellent communication skills, both written and verbal, with experience preparing and presenting Board level materials Desirable Experience within an LLP or partnership structure, with an understanding of partner economics and member level reporting Exposure to multi entity, multi jurisdiction consolidation Hands on experience implementing or optimising FP&A tools Background in actuarial, consulting, or analytics led businesses What's in it for you? Take a look at our and Career stories pages to see why our people love being here! As well as joining a certified B Corp, multi award winning, fun, collaborative, people first organisation where your personal and professional skills will be developed to make you the best you can be, we offer an attractive benefits package designed to promote your overall wellbeing so that you are able to perform to your full potential both in and out of work. For you: Hybrid working (varies by role and department) Professional study support (where applicable) Access to our internal Wellbeing, LGBTQ+, Multicultural and Women's networks For your family: Life assurance, income protection, enhanced maternity/paternity/adoption and shared parental leave For your health: 26 days annual leave (pro rate for part time working) plus bank holidays (most of which can be taken flexibly!) with options to buy & sell holiday Private medical insurance Discounted gym memberships, critical illness and dental insurance through our flexible benefits Eye care vouchers Digital GP services For your wealth: Competitive pension scheme Discretionary bonus scheme High street discounts For others: Volunteering opportunities And much more! We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. We are committed to making our opportunities accessible to all and would welcome you getting in touch to let us know if an adjustment can be made to help with your application. This may be extra time for assessments, pre interview site visits, interview structure or questions, or asking us about building accessibility. Whatever it may be, please get in touch via our dedicated email address to discuss how we can support you with your application. Location: London
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths Fareham Hybrid working £40,000 - £47,000 DOE
Apr 20, 2026
Full time
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths Fareham Hybrid working £40,000 - £47,000 DOE
