252 jobs found

Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth. The role This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations. Key Responsibilities Act as a key point of contact for private clients, building strong and trusted relationships Preparation of content for review meetings Respond confidently to client queries and provide ongoing servicing support Undertaking research to support client recommendations Including top level analysis for Private Clients Analysis of funds and suitability of rebalancing portfolios Charge comparison analysis Ability to complete financial calculations e.g. tax calculations, projections, carry forward calculations, life time allowance calculations and Inheritance tax calculations Preparation of pension, income drawdown and investment reviews Preparation of advice letters Preparation of cash flow models including Voyant modelling Provision of technical support to complex client queries Dealing effectively with queries from clients and other parties Project plan upcoming maturity of products - EIS/VCT/Bonds Supporting the development of a specific service standard for our Private Clients Collaboration & Support Work closely with two Senior Financial Planners Help deliver first class service to the client portfolio Contribute to process improvements and best practice within the team Desirable Skills High attention to detail Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team Experience in writing complex and detailed reports for cases Articulate and able to produce detailed and accurate work Ability to multi-task and prioritise effectively IT skills including preferable knowledge of cash flow models High level of technical knowledge Used to dealing with high-net-worth clients Qualifications Must have Level 4 CII diploma financial planning Willing to achieve Chartered status You may have experience of the following: Senior Paraplanner, Technical Paraplanner, Technical Associate (Financial Planning), Senior Technical Associate, Senior Financial Planning Associate, Wealth Planning Paraplanner, Private Client Paraplanner, Chartered Paraplanner, HNW/UHNW Paraplanner, Senior Wealth Planning Analyst, Financial Planning Technician, Investment & Pensions Paraplanner, Senior Client Support Paraplanner, or Senior Financial Planning Specialist.REF-

Adviser Support Clevedon (Bristol) £30,000 £35,000 Chartered IFA Hybrid available once settled Join an established Chartered IFA, 15+ years trading. 11 advisers across 4 offices. Strong solicitor/professional introducer network. Quality of work matters. The team operate in a pod structure of: • 3 advisers (later life specialists) • 1 paraplanner • 1 admin (this hire) It s structured and collaborative. Everyone knows their lane. A clear route to Advice Ideals: Minimum 2 years experience in an IFA or similar regulated environment. You must understand products, terminology and processes. This isn t entry-level admin. You ll be responsible for: Preparing client documentation (LOAs, agreements, case paperwork) New business processing & review prep Complex case implementation Maintaining Intelligent Office & Office 365 records Managing client / provider communication Accurate, compliant record keeping Attention to detail is critical. A lot of the client base is later life planning, so cases can be sensitive and technical. They re looking for someone dependable, organised and comfortable working within established systems. Package: £30,000-£35,000 DOE 20 days + bank holidays (rising to 25) Hybrid (3 days in office) Christmas closure (not deducted) Funded professional qualifications Pension, DIS, PHI Office-based, 8:30 5pm If you re already in Adviser Support and want to join a stable, well-run firm with clear structure, this is worth a conversation.

Trainee Financial Adviser Taunton, Bristol, or Cheltenham £30,000 - £40,000 + 40% IAF Whether you're a Level 4 trainee ready to step up, a banker wanting proper client-facing work, or an experienced adviser tired of the self-employed grind - this could be your next move. This is a servicing-focused role where you get to build real relationships with established clients - no cold calling, no constant prospecting pressure. Just quality financial planning, proper support, and the time to do the job right. 40% paid on all initial fees, no threshold. Why this role? You'll join a growing advisory team with top-tier backing, resources, and a solid reputation to work with. But here's what really matters: you'll have an allocated client bank to look after, with scope to deepen relationships and introduce planning solutions where it makes sense. No one's micromanaging your diary or pushing you to hit arbitrary targets. You'll have admin support, full training if needed, a collaborative team around you, and the freedom to focus on what you're qualified to do - advise. What's different about this one? No self-employed grind employed role with stability and benefits Servicing-led, not sales-led your job is to look after clients well, not chase volume Multiple locations based in Taunton, Bristol, or Cheltenham (your choice) Genuine progression part of an ambitious, expanding business with clear career pathways Proper support you're not working in a silo; there's a team around you What you'll be doing Proactively managing and servicing an allocated portfolio of existing clients Conducting thorough reviews across investments, pensions, IHT planning, and corporate advice Presenting clear, personalised recommendations in a way clients actually understand Engaging with new clients when they're introduced to the firm (but it's not your primary focus) Working with administrators and colleagues to deliver a first-class service Staying on top of regulation, products, and best practice through ongoing CPD What you'll need Diploma in Financial Planning (or close to) Confident communicator who can simplify complex advice Organised, detail-focused, and good under pressure Valid driving licence (for occasional client meetings) What you'll get The practical stuff: Competitive salary with performance-related incentives 30 days holiday + bank holidays + Christmas closure A day off for your birthday Contributory pension scheme Generous sick pay The lifestyle perks: Study support (time + funding) BUPA Employee Assistance Programme Referral commission for introducing friends/family to the group Part of the company charity foundation The career stuff: Structured training and professional development Clear progression pathways A genuinely collaborative culture where people actually support each other Sound like something you'd enjoy? If you have a level 4 diploma and want to focus on doing great work with full training or without the self-employed stress, this could be a brilliant fit. Ellis James Partners

Trainee Financial Adviser Taunton, Bristol, or Cheltenham £30,000 - £40,000 + 40% IAF Whether you're a Level 4 trainee ready to step up, a banker wanting proper client-facing work, or an experienced adviser tired of the self-employed grind - this could be your next move. This is a servicing-focused role where you get to build real relationships with established clients - no cold calling, no constant prospecting pressure. Just quality financial planning, proper support, and the time to do the job right. 40% paid on all initial fees, no threshold. Why this role? You'll join a growing advisory team with top-tier backing, resources, and a solid reputation to work with. But here's what really matters: you'll have an allocated client bank to look after, with scope to deepen relationships and introduce planning solutions where it makes sense. No one's micromanaging your diary or pushing you to hit arbitrary targets. You'll have admin support, full training if needed, a collaborative team around you, and the freedom to focus on what you're qualified to do - advise. What's different about this one? No self-employed grind employed role with stability and benefits Servicing-led, not sales-led your job is to look after clients well, not chase volume Multiple locations based in Taunton, Bristol, or Cheltenham (your choice) Genuine progression part of an ambitious, expanding business with clear career pathways Proper support you're not working in a silo; there's a team around you What you'll be doing Proactively managing and servicing an allocated portfolio of existing clients Conducting thorough reviews across investments, pensions, IHT planning, and corporate advice Presenting clear, personalised recommendations in a way clients actually understand Engaging with new clients when they're introduced to the firm (but it's not your primary focus) Working with administrators and colleagues to deliver a first-class service Staying on top of regulation, products, and best practice through ongoing CPD What you'll need Diploma in Financial Planning (or close to) Confident communicator who can simplify complex advice Organised, detail-focused, and good under pressure Valid driving licence (for occasional client meetings) What you'll get The practical stuff: Competitive salary with performance-related incentives 30 days holiday + bank holidays + Christmas closure A day off for your birthday Contributory pension scheme Generous sick pay The lifestyle perks: Study support (time + funding) BUPA Employee Assistance Programme Referral commission for introducing friends/family to the group Part of the company charity foundation The career stuff: Structured training and professional development Clear progression pathways A genuinely collaborative culture where people actually support each other Sound like something you'd enjoy? If you have a level 4 diploma and want to focus on doing great work with full training or without the self-employed stress, this could be a brilliant fit. Hit apply, or drop me a message for a quick chat. Ellis James Partners

Audit RI / Director Mid-tier Accountancy Firm Future Equity Opportunity We're working with a high-quality, non-PE backed mid-tier firm seeking an Audit Responsible Individual (RI) at Director level, with a genuine and realistic pathway to equity over time. This is an outstanding opportunity to join a practice known for its exceptional culture, strong leadership, and reputation as a great place to work. The role has been created to support continued growth and offers real influence over the future direction of the audit practice. The role As Audit Director, you'll take responsibility for a portfolio of larger, complex audit clients, typically owner-managed businesses and corporates up to £100m turnover. You'll lead audit engagements end-to-end, sign off audit work, and act as a trusted adviser to senior client stakeholders. You'll also play a key role in: Leading, developing, and mentoring audit teams Strengthening long-term client relationships at director and board level Supporting the firm's growth through business development and winning new audit work Contributing to the strategic development of the audit practice What they're looking for Audit RI status Strong experience leading and signing off audits for mid-market/larger corporates Proven ability to manage senior client relationships and act as a trusted adviser Commercial mindset, with the capability and appetite to support new client wins Someone motivated by progression, influence, and future equity participation Why apply? Realistic route to equity in a non-PE backed firm Highly regarded firm with a collaborative, people-first culture Terrific office in central location, including onsite gym and roof terrace High-quality, varied client base Opportunity to genuinely shape the audit practice as the business grows If you're an Audit RI looking for a Director role with long-term upside, rather than a static position, this is an opportunity well worth exploring. If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.

Your new company As one of the world's largest networks of audit, tax and consulting firms, this organisation delivers big ideas and premium service to help middle-market businesses thrive. They are a fast-growing firm with huge ambitions. They have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything they do, motivating and inspiring them to become better every day. If you are looking for an organisation to build a future and make an immediate impact, then this is the role for you. Your new role The Tax Technology team is dynamic, fast-paced and mission-driven. This role is an internal, national tax business-facing, high-visibility role where you will help drive AI and automation solutions across our Tax business. You'll deliver high-impact implementations, and work closely with internal and external developers to work towards building innovative in-house technology solutions with the internal Tax Technology leadership team. You will be proactive, results-driven, and hands-on, ensuring projects deliver tangible benefits that empower our Tax colleagues to provide premium client service and exceptional deliverables.They offer scope for progression and the chance to make a significant impact on RSM Tax nationally, with the potential to influence on a global scale driving the digital transformation within the Tax business. You will make an impact by: Owning implementations end-to-end: Identifying opportunities, defining requirements, and delivering AI and automation solutions that transform Tax processes, with the support of colleagues Bridging business and technology: Working closely with colleagues in the Tax Technology team, Tax teams and technical developers to help turn business needs into practical, high-value technology solutions. Driving change and results: Taking ownership of projects, with support, ensuring successful adoption, and delivering measurable improvements in efficiency and client service. Collaborating and influencing: Engaging with stakeholders across the Tax function to ensure alignment, clarity, and impact. This also involves holding training sessions to upskill people on how to use our solutions. Testing and refining: Participating in functional and user testing, ensuring technology solutions meet business requirements and delivering measurable results. What you'll need to succeed The ideal candidate is someone who thrives on variety, loves learning new things, and enjoys connecting with people. If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you! Experience in Tax Technology - either in an internal or external facing role. Knowledge of tax compliance and advisory processes. Proactive and results-driven: You take initiative, drive projects forward, and focus on delivering measurable outcomes. Skilled in translating business requirements into user stories, wireframes, or workflows. Comfortable using data analytics to identify opportunities, track KPIs, and measure success. Strong communicator with the ability to influence across teams. Commercially minded, detail-oriented, and passionate about making processes smarter and faster. Highly organised. Great attention to detail. What you'll get in return Hybrid and Flexible working 26 Days Holiday (with the option of purchasing additional days) Lifestyle, Health, and Wellbeing, including financial wellbeing benefits such as financial tools, an electric car scheme and access to a virtual GP. Access to a suite of 300+ courses on demand developed by our inhouse Talent Development team. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Business Support Service Administrator Location: Farnborough Salary: Up to 30,000 + Benefits Our client, based in Farnborough, is seeking a highly organised and customer-focused Administrator to join their Business Support team. This role is ideal for someone with strong administrative and customer service experience, preferably within Financial Services, who thrives in a fast-paced environment and can meet deadlines and targets. About the Role The Business Support team acts as a centralised administration and client servicing function, delivering end-to-end support to both clients and consultants. This role plays a key part in ensuring a seamless and high-quality client experience by working collaboratively across departments. You will be responsible for liaising with advisers and clients to coordinate annual review meetings, preparing appointment documentation, and producing valuation reports. Strong organisational skills, attention to detail, and a professional telephone manner are essential. Key Responsibilities Coordinate and schedule annual review meetings for Premium Support Consultants, as well as handling additional booking requests Liaise with advisers, clients, and third parties to ensure smooth communication and service delivery Prepare and issue appointment packs and relevant documentation Produce client valuation reports in line with Client Service Agreements Process servicing tasks and raise invoices for any additional services outside agreed packages Maintain accurate and up-to-date client records on internal systems Build and maintain strong relationships with clients, consultants, and external partners Support team members to manage workloads effectively and achieve shared goals Contribute to project work and wider team initiatives Skills & Experience Proven experience in administration and customer service (essential) Confident and professional telephone manner (desirable) Experience within Financial Services (advantageous) Strong organisational and time management skills Ability to work to deadlines and manage multiple tasks

The Hampstead Garden Suburb Trust protects, maintains and enhances the unique character of Hampstead Garden Suburb - an internationally important example of early 20th-century town planning and architecture. The Architectural Support Officer plays a central role in this work. You will support the day-to-day operation of the Trust s consent process, helping applicants and their advisers with applications, maintaining accurate records, and ensuring decisions are communicated clearly, professionally and with authority. This is a varied role combining administration, public-facing work and exposure to architecture and conservation. It would suit someone with an interest in the built environment and heritage who enjoys detailed work and engaging with the public. The role supports a high volume of applications across the Suburb and is central to the Trust s day-to-day operation. MAIN RESPONSIBILITIES Architectural and technical support Support the architectural team in reviewing applications, including preparing summaries and assisting with research and policy. Maintain a strong working understanding of the Trust s Design Guidance and relevant policies. Assist applicants in understanding how proposals align with the Trust s requirements while being clear about the Trust s role and the limits of advice that can be provided. Attend occasional site visits with colleagues to view properties and proposals. There will be opportunities to contribute to talks and events, depending on interests and experience. Application and consent process Manage the administration of applications for Trust consent, ensuring they are registered, validated and processed efficiently. Act as a first point of contact for applicants and their advisers, providing clear guidance on process and requirements. Calculate and process application fees; raise invoices and maintain accurate financial records. Notify neighbours and manage consultation processes in line with Trust procedures. Prepare and issue decision letters and consent documentation. Track applications through each stage of the process, ensuring deadlines and actions are monitored and progressed. Committee and governance support Prepare and circulate papers for Plans Committee and Trust Council. Take clear and accurate minutes and support follow-up actions. Assist in the preparation of reports and recommendations. Records and systems Maintain accurate and up-to-date records of applications, decisions and property information. Support ongoing improvements to record-keeping, processes and digital systems. Ensure documentation is well organised, accessible and compliant with Trust requirements. Team and office contribution Respond to general enquiries from residents by phone, email and in person. Work collaboratively with colleagues to support the smooth running of the Trust office. Undertake any other duties relevant to the role as required.

Audit Manager Taunton £55,000 - £60,000 An established and growing accountancy firm in the Southwest is seeking a dynamic and ambitious Audit Manager to join its expanding audit teams in Cheltenham, Taunton and Bristol. With over 500 professionals across multiple regional offices, the firm offers a supportive, people-first culture and a diverse client base spanning multiple sectors. This is an excellent opportunity for a qualified professional who thrives on leadership, collaboration, and variety. You'll play a key role in guiding a passionate audit team, shaping strategy, and delivering high-quality service to a broad portfolio of clients, from fast-growing SMEs to established industry leaders. With exposure to complex and rewarding audit work, you'll be empowered to make an impact, develop your expertise, and progress your career. What's great about this Audit Manager role? Hybrid working model Down to earth and friendly team Long-term progression opportunities that are outlined and clear 28 Days annual leave & the opportunity to purchase more Wide range of health and wellbeing benefits On-site parking Your role as an Audit Manager: You will manage a portfolio of audit clients with turnovers ranging from £1m to £100m across a wide range of client sectors. Build and maintain strong client relationships, acting as a trusted adviser on technical and commercial matters. Take ownership of all aspects of service delivery, including remuneration planning and corporate group structures. Support clients through corporate transactions (e.g., acquisitions, disposals, fundraising). Contribute to business development activity by managing existing relationships and targeting new audit and non-audit opportunities. What you'll need to succeed: You must be ACA / ACCA / CA Qualified with post qualification experience Up-to-date technical knowledge, including UK GAAP, IFRSs, ISAs, and Companies Act legislation. Confident in business development and client engagement. A proactive self-starter with the ability to work independently and as part of a team. What next: If you're ready to lead with confidence and grow with purpose, this role could be the ideal next step: As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Citizens Advice Doncaster Borough is expanding its services to provide vital, community-based support to Doncaster residents facing the challenges of the rising cost of living and energy crisis. We are seeking a dedicated individual to deliver holistic and specialist Money & Energy advice. As part of our team, you will empower clients to achieve the best possible outcomes by providing high-quality customer service and support, all while upholding the core aims and principles of the Citizens Advice Service. You will thrive in a dynamic environment, demonstrating both initiative and strong teamwork, and be committed to going the extra mile to make a real difference. Role purpose To provide Energy & Money advice to clients To provide advice on how to deal with Energy Debts To provide a high-quality advice and support services A Benefit Calculation as part of Income Maximisation Energy Efficiency support & advice Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning. Negotiate with third parties as appropriate. Switching energy providers Information and support on the Priority Services Register Check eligibility and provide Information about the Warm Home Discount Any other possible Schemes / Grants available that can support the client with their energy issues Provide Advice on energy complaints and processes Smart Meter information / advice Carbon Monoxide Awareness To provide Financial Capability and Income Maximisation advice to clients. To share responsibility for compliance with the Projects targets and requirements. Ensure quality standards are met. To work effectively with other partners to deliver a seamless service to clients Undertake service delivery at Outreach venues as required. Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate. To contribute to the Research and Campaigns work of Citizens Advice Doncaster Borough. Advice To provide Energy & Money advice to clients on energy issues To provide advice on how to deal with Energy Debts, looking at wider debt issues and options, making referrals or taking action as appropriate. Provide General Advice and assisted information to clients on energy issues Empower clients to act on advice and information provided Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning. Negotiate with third parties as appropriate. Ensure income maximisation through the take up of appropriate benefits. Provide advice and assistance to other staff across the whole range of advice issues. Ensure that all casework conforms to the organisation's Office Manual and the Advice Quality Standard and/or the Specialist Quality Mark as appropriate. Maintain case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation. Ensure that all work conforms to the organisation's systems and procedures. Research and campaigns Assist with research and campaigns work by providing information about clients' circumstances. Provide statistical information on the number of clients and nature of cases and provide regular reports to management. Monitor service provision to ensure that it reaches the widest possible client group. Alert other staff to local and national issues. Professional development Keep up to date with legislation and undertake appropriate training. Read relevant publications. Attend relevant internal and external meetings as agreed with the Team Leader and/or Line Manager. Assist with Service initiatives for the improvement of services. Administration Review and make recommendations for improvements to Citizens Advice services. Maintain local information systems. Use IT for statistical recording, record keeping and document production. Keep up to date with policies and procedures relevant to organisational work and undertake appropriate training. Attend internal and external meetings as agreed with the Team Leader and/or Manager. Maintain close liaison with relevant external agencies. Other duties and responsibilities Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the service. Demonstrate commitment to the aims and policies of the Citizens Advice service. Abide by health and safety guidelines and share responsibility for your own safety and that of colleagues. Person specification Experience of providing Advice. Effective oral communication skills with particular emphasis on negotiating and representing. Effective writing skills with particular emphasis on negotiating, representing and preparing reviews, reports and correspondence. Ordered approach to workload and an ability and willingness to follow and develop agreed procedures. Understand the issues involved in interviewing clients. Numerate to the level required in the tasks. Ability to prioritise own work, meet deadlines and manage caseload. Ability to use IT in the provision of advice and the preparation of reports and submissions. Ability to monitor and maintain own standards and work as part of a wider team Understanding of and commitment to the aims and principles of the Citizens Advice service and its equality and diversity policies. Desirable Criteria Experience of providing General, Energy or debt advice would be desirable. Experience of working to targets Experience of working in the voluntary sector would be desirable. Ability to give and receive feedback objectively and sensitively and a willingness to challenge constructively Demonstrate understanding of social trends and their implications for clients and service provision Have access to a vehicle and be willing to travel

Head of Strategic Partnerships Full time hours (however there can be some flexibility for the right candidate) Salary: Competitive + OTE + Benefits Distinct Cremations, Cannock, Staffordshire Hybrid work is available however depending on your location this could be remote with ad hoc travel to the office. Initial 6 month FTC with scope for permanent opportunity We re looking for a highly commercial and hands on business development leader with a proven track record of originating and closing strategic partnerships within Insurance / financial services, specifically across IFA distribution channels. This is a high impact, hands on role with real ownership you will be responsible for building a new revenue channel from the ground up, working directly with the Managing Director. This is our first foray into connecting with IFA / intermediary distribution channels so if you would like to be an integral part of our growth journey, we would love to hear from you! The role Distinct is entering its next phase of growth, with a strategic priority to build scalable third-party distribution. We are seeking an experienced in IFA Business Development to lead this agenda, owning the identification, negotiation, and activation of institutional and intermediary partnerships. This is a senior, hands-on commercial role with a clear mandate to open doors, shape propositions, and close agreements. The initial focus will be on Independent Financial Advisers, with scope to expand into adjacent channels over time. What success looks like in the first 12 months Material impact on revenue growth and the long-term distribution model of the business. A clearly defined and prioritised partner pipeline across IFAs. Signed distribution agreements with high quality partners at least one in each channel. Early revenue flowing through partner channels, with clear unit economics and scalability. Credibility established with senior external stakeholders and internally across product, marketing, and operations. A repeatable partnership model that can be scaled and, over time, supported by additional resource. This rewarding opportunity involves: Business development and partnerships Identify, target and secure new institutional and intermediary partners across IFAs, banks and building societies. Lead end to end partnership discussions, including proposition design, commercial negotiation, governance approval, and contract close. Develop partner value propositions aligned to partner needs, customer outcomes, and regulatory context. Commercial and strategic contribution Work with the Managing Director and executive team to shape Distinct s partner distribution strategy and channel economics. Own revenue targets and commercial performance for partner led distribution. Build robust business cases for new partnerships, including volume assumptions, contribution, and operational implications. Cross functional delivery Collaborate closely with marketing, product, legal, compliance and operations to onboard, launch and activate partners effectively. Ensure partnerships are operationally viable, compliant and deliver a high-quality customer experience. Track and report pipeline, conversion, and performance metrics to the executive team. Future build Establish the foundations for a scalable partner model, with the potential to build a small team as volumes grow. About you Previous experience in a Senior Business Development Management role specifically building and growing strategic partnerships with IFA networks. Comfortable working in an FCA regulated sector (for example, Funeral Plans, Insurance plans / Financial Services etc). Proven track record of originating and closing complex B2B or B2B2C partnerships. Experience working with IFAs, financial institutions, or similarly structured intermediaries. Experience working in growth businesses, scale ups or transformation contexts is strongly preferred. Strong commercial judgement and commercial negotiation capability. End-to-end deal ownership Credible and confident with senior stakeholders. Structured, resilient, and persistent, able to manage long sales cycles. Hands on, delivery focused mindset with low tolerance for ambiguity Collaborative and pragmatic, able to get things done across functions. You ll need to pass a DBS (criminal record) check to be considered for this role. What We Offer If you would like to join the Distinct Cremations team, you can be sure of a warm welcome, ongoing development and a sense of pride by truly make a difference every day. In addition to salary, you will also be eligible for the following benefits: 33 days holiday (includes bank holidays) Pro rata Life Assurance A choice between 7% employer pension contribution or 5% contribution + private healthcare cover (Bupa) Ongoing learning & development Access to a wide range of retail discounts and wellbeing support Mindfulness App Mental Health Ambassadors The benefit we hope you ll never need: Free Cremation benefit for Immediate family Bereavement Leave Enhanced maternity & paternity pay Employee Assistance / Occupational health support Program Recognition scheme: Above & Beyond vouchers Free Flu jab Free parking What next? Start a career with significance by applying today.

Corporate Tax Senior Bristol £40,000 - £45,000 A highly regarded corporate tax team in Bristol is continuing to grow and is looking for a driven and ambitious Corporate Tax Senior to join the team. You'll work with a wide variety of clients across different sectors and sizes, supporting both compliance and advisory work. You'll collaborate closely with corporate tax specialists as well as a broader multi-disciplinary tax team of over 100 advisors, managing projects to time, budget and quality standards. Thanks to the diverse client base and range of work, this role offers excellent exposure and breadth of experience, with clear opportunities for progression and career development. The firm offers hybrid working and places a strong emphasis on work-life balance. What's great about this Corporate Tax Senior role? Hybrid working model Option to buy up to 5 additional days' holiday Counselling and support for you and your immediate family Virtual GP access for you and your immediate family Retail and gym discounts Gifts for career and family milestones One volunteering day per year Your role as a Corporate Tax Senior: Supporting senior colleagues with corporation tax computations and returns. Assisting on advisory projects including capital allowances, R&D claims, tax due diligence and transaction/restructuring work. Helping to develop junior staff through day-to-day support and mentoring. Undertaking tax technical research for wider projects. Completing tax-related administrative tasks. Getting involved in marketing and business development activities. Building and maintaining relationships with clients, HMRC and other professional advisers. Working alongside audit colleagues on annual tax assignments. What you'll need to succeed: At least 2 years' experience in a corporate tax compliance role. ATT/CTA or ACA/CTA qualified, or part-qualified with relevant experience and an interest in studying for CTA. Able to work independently and as part of a team. Strong interpersonal skills and the ability to build rapport quickly with clients. Previous experience using Alphatax would be beneficial. What next: The firm is known for its strong focus on wellbeing, learning and development, flexible hybrid working, and genuine commitment to inclusion and progression. It has received multiple national workplace awards in recent years, including recognition for overall workplace culture, wellbeing and development. Please get in touch for further details: As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

About the Role We are seeking an experienced Acquisitions Manager to join a leading UK retail business at an exciting stage of growth. This is a high-impact role responsible for identifying, evaluating, and delivering acquisition opportunities that support the company s strategic expansion objectives. Working closely with senior leadership and cross-functional teams, you will play a key role in driving value through new site acquisitions, portfolio growth, and strategic investment opportunities across the UK. Key Responsibilities Identify and assess acquisition opportunities aligned with the company s growth strategy Lead end-to-end acquisition processes, from initial appraisal through to completion Conduct commercial, financial, and strategic analysis to support investment decisions Negotiate heads of terms and manage external advisers including agents, solicitors, and consultants Prepare and present detailed business cases and recommendations to senior stakeholders Monitor market trends, competitor activity, and emerging opportunities Build and maintain strong relationships with agents, developers, landlords, and internal teams Ensure all acquisitions meet financial, legal, and operational requirements About You Proven experience in acquisitions, property, corporate development, or a related commercial role Strong commercial acumen with the ability to evaluate complex opportunities Excellent negotiation and stakeholder management skills Confident presenting to senior leadership and influencing decision-making Strong analytical skills with attention to detail Self-motivated, proactive, and comfortable managing multiple projects simultaneously Knowledge of the UK retail market is highly desirable What We Offer Competitive salary and performance-related bonus Opportunity to work with a market-leading UK retailer High visibility role with genuine influence on business growth Supportive, collaborative working environment Hybrid working and flexible benefits package

Mortgage and Protection Case Manager Leicester (ref AL1408) Salary up to £28,000 (£26k basic + up to £2k bonus pa) + benefits My client is an award-winning Mortgage Broker specialising in new build mortgages. They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection Case Manager. Purpose of the role is to: Provide effective communication with all stakeholders (advisers, customer, builders, surveyors, lenders and Insurers) to ensure all cases move to offer stage in a timely manner Keep all stakeholders abreast of case progress including collation of missing documents and information Support, as appropriate, cases from lender/Insurer submission through to exchange / completion, liaising with key stakeholders throughout the process (Inc. solicitors) Ensuring relevant protection policies are placed on risk at the correct time Maintain compliance and business standards to ensure effective management of key business risks and achievement of our regulatory responsibilities Check and update reports for weekly introducer updates Manage a minimum pipeline of 45 cases Ensure application to offer timescales are within 14 days Provide additional administration support to relevant Departments. Skills required: Have good PC skills, Microsoft Office package Organisational and time-management skills, prioritising and multi-tasking your workload Demonstrate good written and verbal communication and customer service skills Ability to work without supervision & be self-motivating while also being a team player Demonstrate good work ethics in line with reinforcing the company values Ability to keep industry knowledge up to date with the latest criteria / regulations etc. Having strong attention to detail, and working in a methodical & thorough way Able to adapt, quickly and flexibly, to requirements Have experience of An administrative function preferably within financial services (Mortgages & Insurance) Working with both internal and external stakeholders If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Pensions Consulting and Governance - Senior Manager We're growing and want you to be a part of our journey. Isio's Consulting Team, part of our wider Actuarial & Consulting team of over 400 pension consultants and actuaries advising a diverse range of clients and stakeholders across the private, public and not-for-profit sectors, is a group of dedicated professionals working collaboratively to deliver innovative, best practice solutions for each client's pension needs. Our consultants take a lead role in providing strategic advice and best practice governance to clients regarding their pension schemes, helping them navigate the complex world of pension regulations and operations. We work with Trustee boards and companies so that they do not have to worry about the day to day running of the scheme and use our project management skills to ensure projects run smoothly and on time, co ordinating different advisors and parties so that everyone is part of one team. Communication is key to establishing trusted relationships with our clients and the members that they represent. What's the role? We are a challenger in the pensions industry, and we're looking for individuals with strong consulting expertise, deep technical pensions knowledge, governance experience and a commercial, entrepreneurial mindset to help us grow. We are strengthening our Consulting & Governance team through the appointment of a Senior Manager with a strong in house Pensions Manager background. This role will involve acting as a strategic adviser and Scheme Secretary, providing senior level governance, pensions management and secretarial support to trustee boards and executive stakeholders. You will deliver outsourced pensions management, governance oversight, and interim or secondment support bringing the gravitas required to operate confidently at board and executive level. In this role, you will: Act as a strategic adviser and Scheme Secretary, providing senior governance and pensions management support. Deliver outsourced pensions management and governance oversight, including interim and secondment support. Lead and support the delivery of client advice, managing key projects and coordinating with wider teams to ensure high quality outcomes. Build strong client relationships, working directly with trustees, sponsors and internal teams, while developing those around you. Support business development, contributing to both existing client growth and new opportunities. Work across a broad range of pensions consulting areas and gain exposure to a diverse client base. Key Skills & Experience Experience - An experiencedpensions professional, with deep technical pension knowledge and governance experience in an house environment. A great communicator - someone who can explain complex problems in a simple way to help everyone around the table understand. Enthusiasm and motivation - a great deal of desire to solving problems and delivering excellent advice. Excellent project management and client delivery skills - especially when balancing multiple demands. A great team worker - this will either be as part of a team, or managing a team, depending on your experience. Commercial skills - to help us develop our business and look for new opportunities. Where will you be based: With 10 nationwide offices, we are flexible on which office you will be based to suit you. We work on a hybrid basis, offering the opportunity for colleagues to split their working time between working in the office, with clients and at home. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us .

Are you an experienced Private Client Tax professional ready to take your next step with a firm that genuinely invests in its people? We have a fantastic opportunity to join a leading firm of Chartered Accountants based in Newcastle Upon Tyne, offering flexible working, a company pension, and much more! This is a role where you can make a real impact, working alongside a talented team in a firm widely recognised for the quality of its advisory work and its commitment to employee development. Crowe Watson Recruitment, one of the UK's most trusted specialist recruiters in the accountancy practice sector, has been exclusively engaged to find the right individual for this position. With a strong reputation for connecting high-calibre candidates with exceptional firms, Crowe Watson brings both market knowledge and a genuine passion for matching people with roles that suit their ambitions. If you are looking for a recruiter that will take the time to understand your goals and guide you through the process, you are in good hands. As a Private Client Tax Manager, you will take ownership of a varied and engaging portfolio of high-net-worth individuals, entrepreneurs, and families, providing tailored tax advice across a range of complex matters. You will act as a trusted adviser to clients, managing relationships with confidence while supporting and mentoring junior members of the team. This is a superb platform for a technically strong tax professional who wants to grow into a senior leadership role within a progressive and forward-thinking practice. You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you. Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience. Key Responsibilities ACA, ACCA, CTA qualified (or equivalent) Must have previous experience working within a UK Practice environment Strong technical knowledge across personal tax compliance and advisory matters Proven experience managing a private client portfolio, including high-net-worth individuals Excellent communication and client relationship management skills Ability to work independently and manage competing deadlines with confidence A commercial mindset with a desire to contribute to the growth of the firm Requirements ACA, ACCA, CTA qualified (or equivalent) Must have previous experience working within a UK Practice environment Strong technical knowledge across personal tax compliance and advisory matters Proven experience managing a private client portfolio, including high-net-worth individuals Excellent communication and client relationship management skills Ability to work independently and manage competing deadlines with confidence A commercial mindset with a desire to contribute to the growth of the firm

Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)

Paralegal - Litigation Executive- Aviation (No Aviation experience necessary) Leeds Hybrid Permanent About HF People. Not just lawyers We're not your typical law firm - we're people with a passion for helping our clients and each other achieve the best possible outcomes. We are leading legal advisers to the insurance and commercial sectors across the UK & Ireland, known for our innovation, client focus, and long-lasting relationships. We do things differently, with a forward-thinking approach built around our clients' needs, supported by cutting-edge technology and a culture built around people from a wide range of backgrounds who are taking an equally wide range of routes to building their careers in law. We are looking to recruit an experienced Paralegal/Litigation Executive to work within our Aviation Team in Leeds. This is a chance to join HF's top rated Aviation Team, working on behalf of a range of aviation insurers and their insured clients around the world. Our small team specialise in defending a wide range of aviation related claims and litigation with a particular emphasis in working for international airports in defence of claims and litigation arising from their everyday aviation activities. What will I be doing? You will work as part of the team as a Paralegal/Litigation Executive, ensuring that clients are confident that their legal affairs are dealt with in a business-like and competent manner, ensuring the efficient operation of the firm. You will handle pre-litigation and litigated Personal Injury, Discrimination, EC1107/2006 and Property Damage claims up to £100,000 in value with supervision provided by the team's Partner and Associate Partners. You will also assist the team's Partner and Associate Partners with the higher value and/or complex claims that they handle, under close supervision but without day-to-day responsibility for the file. Cases you are responsible for handling may include liability and/or quantum disputes. You will be confident developing and maintaining good client relationship skills, gaining clients' confidence and that of other professionals by providing clear, practical advice with sound commercial judgment and swift and accurate implementation of instructions. It's essential that you remain commercially aware and fully familiar with the firm's strategy. Comfortable undertaking knowledgeable discussion about our industry, threats and opportunities. The Team Our Aviation team is filled with ambitious professionals working in an engaging and friendly environment. The teams is a sociable one with lots of team activities to get involved in. Client engagement is high and some work related travel is required, perhaps overseas. Our Aviation team form part of HF's Financial Markets, Aviation & Marine group so opportunities for a broad caseload are available, allowing you to grow with HF as we progress our combined offering! The Clients The clients represented by the Aviation team are mostly related to the aviation industry in its widest sense and include International Airports in the UK and overseas, airstrip owners, domestic airports, aircraft owners and operators, Maintenance, Repair and Overhaul organisations (MROs), Ground Handlers, PRM service providers, private pilots and concessionaires and suppliers related to the worldwide aviation industry. The majority of the cases handled by the team are on the instruction of insurance company clients, with cases typically involving personal injury, property damage (including to aircraft), fatal accidents, Inquests, discrimination, DDA 1995 claims or breaches of the PRM Regulations (EC1107/2006). You may be involved in cases of all types in a supporting capacity, assisting the handling fee earner to manage and advance cases as required. In additional to their extensive Aviation client base the team handle a variety of EL/PL cases on behalf of a variety of London Market insurers. In that regard, knowledge or experience of scaffolding or construction related injury claims would be desirable. What do I need? You will have experience within Personal Injury or you will be a qualified legal professional with up to 3 years PQE as a Litigation Executive or Solicitor (or equivalent) within England or Wales. We are also keen to hear from Newly Qualified Solicitors looking to expand their knowledge. You will have an interest in civil litigation including personal injury claims, property damage claims, contractual disputes and Aviation related laws including the Montreal Convention and EC1107/2006 but previous aviation experience is not needed as full training will be provided. Foreign language skills are not required. Y Preferably you will have previous experience of dealing with personal injury claims using the portal and DCP. Previous knowledge of the CPR, the SRA Code of Conduct and their application will be an advantage. You will also be able to meet/exceed billing targets. Previous experience of hourly rate charging preferable but not essential. You will have a client-centric approach and excellent client care skills. What's in it for you? Apart from the competitive salary you'd expect, our package of benefits reflects our values of partnership, innovation, and being real people. We're committed to creating a dynamic workplace where everyone feels supported, empowered, and part of our success. You'll enjoy: 25 days' annual leave (rising to 30 with service) + Holiday Buy Scheme Life Insurance & Income Protection Private Medical Insurance & Healthcare Cash Plan Employee Assistance Programme & Digital GP services Pension Scheme Electric Car Scheme Enhanced Maternity, Paternity & Adoption Leave Hybrid & Flexible Working Options Discounted Gym Membership & Employee Discount Hub Flu & Eyecare Vouchers - and more! What next? If HF sounds like a place where you could belong, we'd love to learn more about you!