We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
May 04, 2026
Full time
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
Public Sector Audit School Leaver Programme (Autumn 2026) - Manchester Real responsibility. Real impact. Right from the start. Job Description Auditors are investigators, problem solvers, and trusted advisers. They dive deep into how businesses operate, ensuring the numbers tell the real story and helping organisations stay on track. In public sector audit you will work with government departments, public bodies and national services, asking tough questions and helping clients navigate financial challenges. Your work will protect public money and support services millions rely on. What you'll do Work with a variety of clients, including the biggest and most significant local public bodies such as Guy's and St Thomas' NHS Foundation Trust and the Metropolitan Police. Get hands on with real audits, visiting client sites and carrying out testing that verifies financial accuracy and uncovers risks. Understand how businesses work by analysing financial statements, reviewing internal controls, and learning how our clients manage money, risk and operations. Use data and technology to spot trends, identify anomalies and support your findings, including automated interrogation of financial information systems. Keep learning and growing by staying up to date with regulations, developing professional judgement and building relationships with mentors and experts across the firm. Study with support, with dedicated time and a team behind you as you work towards your CFAB and ACA qualifications. Who we're looking for Curious minds who explore ideas and ask thoughtful questions. Innovative problem solvers who think creatively, spot patterns and turn data into meaningful insights. Collaborative partners who work respectfully and build trust with others. Effective communicators who listen, adapt and express ideas clearly. Self leaders who manage and flex their time, mindset and energy effectively. Career minded contributors who take initiative and are motivated to grow. What you'll get Fully funded professional qualification, including paid study leave, expert tuition and all course fees covered. Technology to support your learning and client work. Dedicated support network, from experienced managers and mentors to college tutors who will guide you every step of the way. Our approach to how we work helps you balance life, learning and work. Exclusive discounts on shopping, gyms and wellbeing services. Opportunities to give back through mentoring, volunteering and fundraising initiatives. Competitive salary and benefits package, including: Extra holiday options (incl. flexible bank holidays and the option to purchase additional holidays) Life assurance Private medical insurance What we expect from you As part of your training, you will need to study in your spare time outside working hours and balance all requirements of being a trainee. Study leave will be provided to support you with completing your professional qualification and to prepare for exams.
May 03, 2026
Full time
Public Sector Audit School Leaver Programme (Autumn 2026) - Manchester Real responsibility. Real impact. Right from the start. Job Description Auditors are investigators, problem solvers, and trusted advisers. They dive deep into how businesses operate, ensuring the numbers tell the real story and helping organisations stay on track. In public sector audit you will work with government departments, public bodies and national services, asking tough questions and helping clients navigate financial challenges. Your work will protect public money and support services millions rely on. What you'll do Work with a variety of clients, including the biggest and most significant local public bodies such as Guy's and St Thomas' NHS Foundation Trust and the Metropolitan Police. Get hands on with real audits, visiting client sites and carrying out testing that verifies financial accuracy and uncovers risks. Understand how businesses work by analysing financial statements, reviewing internal controls, and learning how our clients manage money, risk and operations. Use data and technology to spot trends, identify anomalies and support your findings, including automated interrogation of financial information systems. Keep learning and growing by staying up to date with regulations, developing professional judgement and building relationships with mentors and experts across the firm. Study with support, with dedicated time and a team behind you as you work towards your CFAB and ACA qualifications. Who we're looking for Curious minds who explore ideas and ask thoughtful questions. Innovative problem solvers who think creatively, spot patterns and turn data into meaningful insights. Collaborative partners who work respectfully and build trust with others. Effective communicators who listen, adapt and express ideas clearly. Self leaders who manage and flex their time, mindset and energy effectively. Career minded contributors who take initiative and are motivated to grow. What you'll get Fully funded professional qualification, including paid study leave, expert tuition and all course fees covered. Technology to support your learning and client work. Dedicated support network, from experienced managers and mentors to college tutors who will guide you every step of the way. Our approach to how we work helps you balance life, learning and work. Exclusive discounts on shopping, gyms and wellbeing services. Opportunities to give back through mentoring, volunteering and fundraising initiatives. Competitive salary and benefits package, including: Extra holiday options (incl. flexible bank holidays and the option to purchase additional holidays) Life assurance Private medical insurance What we expect from you As part of your training, you will need to study in your spare time outside working hours and balance all requirements of being a trainee. Study leave will be provided to support you with completing your professional qualification and to prepare for exams.
Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Hertford, Herts Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 01, 2026
Full time
Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Hertford, Herts Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Hertford, Herts Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 01, 2026
Full time
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Hertford, Herts Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Graduate Trainee Farm Business Consultant Southwest We're Westcotts - a Top Accountancy Practice and Real Living Wage Employer, with over 300 team members based across 16 offices in Devon and Somerset. We're looking for a Trainee Farm Business Consultant to join our team to be based on one of our 16 offices across Somerset, Devon and Wiltshire. This is an exciting opportunity for someone with a passion for agriculture who wants to start a career in Agricultural Management Consultancy, supporting farming clients to improve performance, profitability, and long term sustainability. You'll work closely with experienced advisers and our wider rural team to provide practical, independent advice to farm businesses. With a combination of hands on training in agricultural knowledge and business insight, you'll help clients make informed decisions and plan for the future. Full support and development will be provided, alongside relevant professional development courses, giving you the opportunity to build a long term and rewarding career in agricultural consultancy. Why Westcotts? At Westcotts, we believe our people are our greatest asset. When you join us, you'll become part of a welcoming and supportive firm where your development is genuinely encouraged. You'll benefit from: The opportunity to work with a wide range of farming and rural businesses across the South West Full training and professional development, including relevant agricultural and consultancy courses The chance to build a rewarding career in agricultural management consultancy A friendly and collaborative working environment A genuine focus on wellbeing and work/life balance The opportunity to work alongside experienced rural advisers and specialists Main Duties This is a varied and client-focused role where no two days are the same. Your responsibilities will include: Providing technical dairy advice, including independent nutrition guidance, fertility reviews, and forage management support Supporting farm businesses through business performance reviews, including the preparation of management accounts and analysis of financial and operational performance Assisting with business budgeting, forecasting, and planning, helping clients understand and improve their financial position Working closely with farmers and rural businesses to identify opportunities for improvement and provide practical solutions Supporting the delivery of tailored business advice that meets the individual needs and goals of each client Building strong relationships with clients and understanding their business challenges and ambitions Working collaboratively with colleagues across our rural and accounting teams to deliver a comprehensive service to clients Attributes, Skills, Experience and Qualifications We're looking for someone who is enthusiastic about agriculture and enjoys working with people. Ideally, you'll have: A degree or a related qualification is essential, with a preference for an agricultural qualification or farming / agricultural industry background A strong interest in farm business performance and management Good interpersonal skills and the ability to build trusted relationships with clients Excellent communication skills, both written and verbal A proactive and motivated approach, with the drive to develop a career in agricultural consultancy The ability to analyse information and present clear, practical advice A professional and team oriented attitude 40 hours / 5 days per week (flexible and hybrid working is available). 25 days annual leave plus bank holidays. Annual salary review. Opportunity to carry over 1 week's holiday into the following holiday year. Death in service 3 x annual salary. Access to Westfield Rewards and Health scheme. 24 hour external Employee Assistance Programme helpline. Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance. Introducing clients and team member commission schemes. Pension 3% rising to 4% (but matched up to 6%) after 4 years' service. Enhanced Maternity and Paternity pay after one years' service. Well behaved dogs can be brought to the office. How to Apply To apply for this position, please upload your CV along with a covering letter providing information on why you feel you would be suitable for the role in particular in regards to the desired attributes, skills, experience and qualifications. Please also state your current salary (if applicable), salary expectations and available start date.
May 01, 2026
Full time
Graduate Trainee Farm Business Consultant Southwest We're Westcotts - a Top Accountancy Practice and Real Living Wage Employer, with over 300 team members based across 16 offices in Devon and Somerset. We're looking for a Trainee Farm Business Consultant to join our team to be based on one of our 16 offices across Somerset, Devon and Wiltshire. This is an exciting opportunity for someone with a passion for agriculture who wants to start a career in Agricultural Management Consultancy, supporting farming clients to improve performance, profitability, and long term sustainability. You'll work closely with experienced advisers and our wider rural team to provide practical, independent advice to farm businesses. With a combination of hands on training in agricultural knowledge and business insight, you'll help clients make informed decisions and plan for the future. Full support and development will be provided, alongside relevant professional development courses, giving you the opportunity to build a long term and rewarding career in agricultural consultancy. Why Westcotts? At Westcotts, we believe our people are our greatest asset. When you join us, you'll become part of a welcoming and supportive firm where your development is genuinely encouraged. You'll benefit from: The opportunity to work with a wide range of farming and rural businesses across the South West Full training and professional development, including relevant agricultural and consultancy courses The chance to build a rewarding career in agricultural management consultancy A friendly and collaborative working environment A genuine focus on wellbeing and work/life balance The opportunity to work alongside experienced rural advisers and specialists Main Duties This is a varied and client-focused role where no two days are the same. Your responsibilities will include: Providing technical dairy advice, including independent nutrition guidance, fertility reviews, and forage management support Supporting farm businesses through business performance reviews, including the preparation of management accounts and analysis of financial and operational performance Assisting with business budgeting, forecasting, and planning, helping clients understand and improve their financial position Working closely with farmers and rural businesses to identify opportunities for improvement and provide practical solutions Supporting the delivery of tailored business advice that meets the individual needs and goals of each client Building strong relationships with clients and understanding their business challenges and ambitions Working collaboratively with colleagues across our rural and accounting teams to deliver a comprehensive service to clients Attributes, Skills, Experience and Qualifications We're looking for someone who is enthusiastic about agriculture and enjoys working with people. Ideally, you'll have: A degree or a related qualification is essential, with a preference for an agricultural qualification or farming / agricultural industry background A strong interest in farm business performance and management Good interpersonal skills and the ability to build trusted relationships with clients Excellent communication skills, both written and verbal A proactive and motivated approach, with the drive to develop a career in agricultural consultancy The ability to analyse information and present clear, practical advice A professional and team oriented attitude 40 hours / 5 days per week (flexible and hybrid working is available). 25 days annual leave plus bank holidays. Annual salary review. Opportunity to carry over 1 week's holiday into the following holiday year. Death in service 3 x annual salary. Access to Westfield Rewards and Health scheme. 24 hour external Employee Assistance Programme helpline. Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance. Introducing clients and team member commission schemes. Pension 3% rising to 4% (but matched up to 6%) after 4 years' service. Enhanced Maternity and Paternity pay after one years' service. Well behaved dogs can be brought to the office. How to Apply To apply for this position, please upload your CV along with a covering letter providing information on why you feel you would be suitable for the role in particular in regards to the desired attributes, skills, experience and qualifications. Please also state your current salary (if applicable), salary expectations and available start date.
Self Employed Protection Insurance Adviser (Trainees welcome) Location: Hammersmith - FT Office-based Capricorn is London's largest independent mortgage brokerage and one of the UK's fastest-growing financial consultancies. With offices in Hong Kong, Singapore, and Shanghai , we operate in high-value property finance and protection markets - and we're looking for exceptional people to own and grow ou click apply for full job details
May 01, 2026
Full time
Self Employed Protection Insurance Adviser (Trainees welcome) Location: Hammersmith - FT Office-based Capricorn is London's largest independent mortgage brokerage and one of the UK's fastest-growing financial consultancies. With offices in Hong Kong, Singapore, and Shanghai , we operate in high-value property finance and protection markets - and we're looking for exceptional people to own and grow ou click apply for full job details
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Apr 30, 2026
Full time
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
1 post available Location: Doncaster - linked to Sheffield Hub This can be a hybrid role based on service demands Salary: Solicitor - Grade 5 - £38,724 or Grade 6 - £44,323 depending on experience or Paralegal Grade 3 - £32,585 per annum Hours: Full time - 35 per week Contract: Permanent Closing date: Sunday 17th May 2026 at 11.30 pm Join Shelter as a Housing Solicitor or Paralegal, in our mission to drive systemic change and fight for Justice. If you are a dedicated legal professional with a strong commitment to addressing the housing crisis, we welcome you to apply for this role. At a time when the housing emergency continues to deepen, your experience could help transform lives and challenge the systems that perpetuate injustice. Come and play a central role in our mission to defend the right to a safe and secure home. Working with Shelter means being part of a passionate team that believes a safe home is a fundamental right. Here, your legal skills don't just change lives - they shape a fairer housing system. About the roles Based with our partner organisation, Doncaster Housing for Young People, you will ensure you deliver high quality legal services through casework, the Housing Loss Prevention Advice Scheme and ensuring Legal Aid contract requirements and performance targets are met. Solicitor You will challenge unfair housing practices and systemic causes of homelessness through strategic casework and litigation. Working closely with our Sheffield team and the Managing Solicitor to strengthen housing rights awareness across the region, you will support Legal Advisers, ensuring high professional standards and compliance. Paralegal You will help our solicitors to maintain an active caseload, enabling our clients to enforce their housing rights. Your role will be varied and will include taking instructions and witness statements, drafting letters, making applications, providing court representation and making sure time recording and income targets are met. Please note this role is being advertised as a Paralegal but on appointment the job title will be Legal Adviser. About You For the Solicitor role, we are open to newly qualified candidates with a demonstrable interest in social justice, as well as those who have 3+ years PQE and a strong track record in housing law and Legal Aid work. You will have experience or a demonstrable interest in legal practice in the private or not for profit sector with experience of working on a wide range of housing cases, knowledge of legal aid, housing, homelessness and welfare law. You have the ability to research, write reports, time record and meet financial targets, as well as meeting or be willing to develop to meet the Housing Supervisor Requirements (September 2023). For the Paralegal role you will need a good understanding of litigation work, be able to carry out legal research and provide a good standard of professional service and client care. You will have excellent communication skills, both in writing/drafting and face-to-face along with proficiency using case management systems and time recording, as well as the ability to manage your time and workload. If you have housing law experience and knowledge of Legal Aid/ CCMS this would be an advantage. You enjoy collaborating as part of a team, respond quickly and positively to change and are not afraid to challenge the status quo and introduce new ideas when appropriate. Benefits We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme. About The Team Our legal Teams (Managing Solicitors, Solicitors, Legal Advisors and Trainees) are based throughout our England hubs. We are currently based in London, Plymouth, Bristol, Norwich, Birmingham, Manchester, Merseyside, Lancashire, Sheffield and Newcastle. We are enthusiastic, driven and champions for fighting housing injustice. Whilst generating an income, we also address the housing crisis. You will be part of an existing multi-disciplinary team that offers housing and homelessness advice and support across South Yorkshire. It consists of a solicitor led legal team providing advice and representation, and an advice service providing advice, support and guided self-help to people with housing, debt or welfare benefit issues. There is also a committed and skilled team of volunteers that offer peer support, mentoring and more general volunteering, adding significant value to our core service offer. About Shelter Home is a human right. It's our foundation and where we thrive. Yet everyday millions of people are being devastated by the housing emergency. We exist to defend the right to a safe home. Because home is everything. We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve. Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist. How to Apply Please submit your CV with a supporting statement with responses to the 'About You' points 1-7 outlined in the job description of no more than 1000 words. Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviour below throughout your responses: We prioritise diversity and have an inclusive and open mindset. Safeguarding Statement Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies. Recruitment Agencies Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
Apr 30, 2026
Full time
1 post available Location: Doncaster - linked to Sheffield Hub This can be a hybrid role based on service demands Salary: Solicitor - Grade 5 - £38,724 or Grade 6 - £44,323 depending on experience or Paralegal Grade 3 - £32,585 per annum Hours: Full time - 35 per week Contract: Permanent Closing date: Sunday 17th May 2026 at 11.30 pm Join Shelter as a Housing Solicitor or Paralegal, in our mission to drive systemic change and fight for Justice. If you are a dedicated legal professional with a strong commitment to addressing the housing crisis, we welcome you to apply for this role. At a time when the housing emergency continues to deepen, your experience could help transform lives and challenge the systems that perpetuate injustice. Come and play a central role in our mission to defend the right to a safe and secure home. Working with Shelter means being part of a passionate team that believes a safe home is a fundamental right. Here, your legal skills don't just change lives - they shape a fairer housing system. About the roles Based with our partner organisation, Doncaster Housing for Young People, you will ensure you deliver high quality legal services through casework, the Housing Loss Prevention Advice Scheme and ensuring Legal Aid contract requirements and performance targets are met. Solicitor You will challenge unfair housing practices and systemic causes of homelessness through strategic casework and litigation. Working closely with our Sheffield team and the Managing Solicitor to strengthen housing rights awareness across the region, you will support Legal Advisers, ensuring high professional standards and compliance. Paralegal You will help our solicitors to maintain an active caseload, enabling our clients to enforce their housing rights. Your role will be varied and will include taking instructions and witness statements, drafting letters, making applications, providing court representation and making sure time recording and income targets are met. Please note this role is being advertised as a Paralegal but on appointment the job title will be Legal Adviser. About You For the Solicitor role, we are open to newly qualified candidates with a demonstrable interest in social justice, as well as those who have 3+ years PQE and a strong track record in housing law and Legal Aid work. You will have experience or a demonstrable interest in legal practice in the private or not for profit sector with experience of working on a wide range of housing cases, knowledge of legal aid, housing, homelessness and welfare law. You have the ability to research, write reports, time record and meet financial targets, as well as meeting or be willing to develop to meet the Housing Supervisor Requirements (September 2023). For the Paralegal role you will need a good understanding of litigation work, be able to carry out legal research and provide a good standard of professional service and client care. You will have excellent communication skills, both in writing/drafting and face-to-face along with proficiency using case management systems and time recording, as well as the ability to manage your time and workload. If you have housing law experience and knowledge of Legal Aid/ CCMS this would be an advantage. You enjoy collaborating as part of a team, respond quickly and positively to change and are not afraid to challenge the status quo and introduce new ideas when appropriate. Benefits We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme. About The Team Our legal Teams (Managing Solicitors, Solicitors, Legal Advisors and Trainees) are based throughout our England hubs. We are currently based in London, Plymouth, Bristol, Norwich, Birmingham, Manchester, Merseyside, Lancashire, Sheffield and Newcastle. We are enthusiastic, driven and champions for fighting housing injustice. Whilst generating an income, we also address the housing crisis. You will be part of an existing multi-disciplinary team that offers housing and homelessness advice and support across South Yorkshire. It consists of a solicitor led legal team providing advice and representation, and an advice service providing advice, support and guided self-help to people with housing, debt or welfare benefit issues. There is also a committed and skilled team of volunteers that offer peer support, mentoring and more general volunteering, adding significant value to our core service offer. About Shelter Home is a human right. It's our foundation and where we thrive. Yet everyday millions of people are being devastated by the housing emergency. We exist to defend the right to a safe home. Because home is everything. We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve. Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist. How to Apply Please submit your CV with a supporting statement with responses to the 'About You' points 1-7 outlined in the job description of no more than 1000 words. Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviour below throughout your responses: We prioritise diversity and have an inclusive and open mindset. Safeguarding Statement Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies. Recruitment Agencies Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
UK Financial Controller (UK FC) When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. UK Financial Controller (UK FC) You'll report to the UK CFO & Group Commercial Finance Director, working closely with the rest of the Woking Finance team and the Commercial team. This role is based at our Woking Office but may require some travel into London. The UK FC is a senior finance leader who knows what "great" looks like in financial control - and has the drive and experience to build it. This is not a steady-state role. ATG has recently gone live with Microsoft Dynamics 365 (D365), and the UK FC will be at the centre of a major finance transformation programme: embedding the platform, redesigning processes, and materially reducing the time and effort required to close the month-end. You will need to onboard quickly in a complex environment, earn trust fast, and lead a team through a period of genuine operational and cultural change. Key responsibilities Financial Reporting & Control Oversee the preparation of monthly and annual financial statements in accordance with applicable accounting standards. Own the month-end close process end-to-end: set the timetable, hold the team to it, and drive a continuous reduction in close duration through process discipline and D365 capability. Preparation of annual statutory accounts. Own the balance sheet review process, ensuring all accounts are reconciled and substantiated monthly. Coordinate statutory audit processes, acting as primary point of contact for external auditors. Assist the Commercial Finance team in balance sheet budgeting and variance analysis. Build strong relationships with external parties including auditors, tax advisers, banks, and regulatory bodies. Finance Transformation Lead post-implementation Work closely with the Finance Transformation Lead to optimise Microsoft Dynamics 365, ensuring ATG realises the full value of the platform - including automated workflows, integrated reporting, and a material reduction in manual processing. Champion adoption of automated processing to enhance the finance team's capacity for value-added work. Define and embed data quality and governance standards, establishing D365 as the single source of truth for financial data across the organisation. Lead cultural and capability change within the finance team, fostering a continuous improvement mindset and building digital literacy. Team Leadership & Development Lead, coach, and develop a finance team navigating significant change - providing clarity, stability and support through the transformation programme while maintaining high performance and clear objectives aligned to business priorities. Foster a culture of ownership, continuous learning, and operational excellence within the finance function. Governance, Risk &Compliance Maintain and continuously enhance the internal control framework, identifying and remediating control deficiencies. Ensure adherence to all relevant regulatory and legislative requirements. Support the Audit & Risk Committee with relevant reporting and governance activities. If you are able to demonstrate many of the essential criteria, we encourage you to apply, and welcome transferable skills from other industries or backgrounds. Your skills, qualities, and experience Essential Fully qualified accountant (ACA, ACCA or equivalent) with significant post-qualification experience. Demonstrable track record in a senior financial control or FC role within a large, complex, multi-entity organisation - with a clear sense of what best-in-class financial control looks like and the ability to build it. Strong IFRS technical accounting knowledge. Proven track record leading and developing finance teams through periods of change - system implementations, transformation programmes, or significant process redesign. Hands-on experience with at least one major ERP platform (e.g. SAP, Oracle, NetSuite, Microsoft Dynamics). Experience of UK statutory accounts preparation. A proven track record of reducing month-end close timelines and delivering measurable process efficiencies. The ability to onboard quickly in a complex, multi-entity environment and operate at pace from the outset. Desirable Background in a high-growth, private equity-backed or listed environment. Exposure to RPA tools (e.g. UiPath, Power Automate) and data visualisation platforms (e.g. Power BI, Tableau). Proven involvement in a significant Finance Transformation programme including process redesign/automation and change management. If you are able to demonstrate many of the essential criteria, we encourage you to apply, and welcome transferable skills from other industries or backgrounds. We can give experience of any desirable criteria but may also use them to decide between candidates for this role. We welcome transferable skills from other industries. If you can demonstrate many of the essential skills, qualities and experience we encourage you to apply. We are able to provide training where necessary. About Us- Our values ATG Entertainment's values set the tone for how we work, how we treat one another, and the culture we continue to build across the UK and the wider organisation. THRIVE doing what we love (with passion and dynamism) CONNECT through every act (with collaboration and kindness) DARE to do different (with curiosity and courage) PERFORM at our best (with customer focus and ownership) Our Corporate Social Responsibility pillars Everyone at ATG Entertainment is expected to play their part in achieving our goals and upholding our Corporate Social Responsibility priorities: Inclusion: Committing to creating and upholding a positive, inclusive culture that nurtures potential and supports well-being. Sustainability: Playing your part in reducing our environmental impact and finding more sustainable ways of working. Next Generations: Encouraging the next generation in live entertainment by contributing to our outreach and training programmes, including mentoring students and trainees, and supporting our Creative Learning and Community Partnerships work. Our culture You'll help us uphold a positive culture around meeting our obligations, by having a positive attitude to health and safety, legal and insurance requirements and take care to understand our policies and procedures. We are all expected to participate actively in the life of the company, and opportunities will arise for you to collaborate with others across the business. Everyone at ATG Entertainment is expected to be flexible and adapt as the needs of the business change, taking on new or different responsibilities as the need arises. Our Inclusion, Diversity, Equity and Access Mission Statement - A Stage for Everyone Our stages are a platform for compelling stories - stories that are for all, by all, and of all. We shine our spotlight on our differences and believe that understanding and celebrating these differences makes us better global citizens. We are passionate about the pursuit of true diversity and equality. We strive to make our venues beacons of these ideals in our communities. Onstage and off, we hold ourselves accountable for nurturing an inclusive culture, one in which everyone can bring their authentic selves. At ATG entertainment, we provide a stage for everyone. We recognise that we do not have all the answers; but we strive to listen, to learn and to change in order to ensure ATG Entertainment becomes a truly inclusive organisation. We therefore welcome and encourage applications from individuals from the widest possible range of backgrounds and particularly welcome applications from those currently underrepresented in our workforce. We are a Disability Confident Committed Employer, which means that we are taking action to ensure that people with disabilities and long-term health conditions feel supported, engaged, and able to fulfil their potential in the workplace. We will offer an interview or recruitment event to disabled candidates who tell us they wish to participate in the scheme and who demonstrate in their application that they best meet the essential criteria for the role. Where we receive more applications than we are reasonably able to interview for any given role, we will retain applications for the next available interview opportunity wherever possible.
Apr 30, 2026
Full time
UK Financial Controller (UK FC) When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. UK Financial Controller (UK FC) You'll report to the UK CFO & Group Commercial Finance Director, working closely with the rest of the Woking Finance team and the Commercial team. This role is based at our Woking Office but may require some travel into London. The UK FC is a senior finance leader who knows what "great" looks like in financial control - and has the drive and experience to build it. This is not a steady-state role. ATG has recently gone live with Microsoft Dynamics 365 (D365), and the UK FC will be at the centre of a major finance transformation programme: embedding the platform, redesigning processes, and materially reducing the time and effort required to close the month-end. You will need to onboard quickly in a complex environment, earn trust fast, and lead a team through a period of genuine operational and cultural change. Key responsibilities Financial Reporting & Control Oversee the preparation of monthly and annual financial statements in accordance with applicable accounting standards. Own the month-end close process end-to-end: set the timetable, hold the team to it, and drive a continuous reduction in close duration through process discipline and D365 capability. Preparation of annual statutory accounts. Own the balance sheet review process, ensuring all accounts are reconciled and substantiated monthly. Coordinate statutory audit processes, acting as primary point of contact for external auditors. Assist the Commercial Finance team in balance sheet budgeting and variance analysis. Build strong relationships with external parties including auditors, tax advisers, banks, and regulatory bodies. Finance Transformation Lead post-implementation Work closely with the Finance Transformation Lead to optimise Microsoft Dynamics 365, ensuring ATG realises the full value of the platform - including automated workflows, integrated reporting, and a material reduction in manual processing. Champion adoption of automated processing to enhance the finance team's capacity for value-added work. Define and embed data quality and governance standards, establishing D365 as the single source of truth for financial data across the organisation. Lead cultural and capability change within the finance team, fostering a continuous improvement mindset and building digital literacy. Team Leadership & Development Lead, coach, and develop a finance team navigating significant change - providing clarity, stability and support through the transformation programme while maintaining high performance and clear objectives aligned to business priorities. Foster a culture of ownership, continuous learning, and operational excellence within the finance function. Governance, Risk &Compliance Maintain and continuously enhance the internal control framework, identifying and remediating control deficiencies. Ensure adherence to all relevant regulatory and legislative requirements. Support the Audit & Risk Committee with relevant reporting and governance activities. If you are able to demonstrate many of the essential criteria, we encourage you to apply, and welcome transferable skills from other industries or backgrounds. Your skills, qualities, and experience Essential Fully qualified accountant (ACA, ACCA or equivalent) with significant post-qualification experience. Demonstrable track record in a senior financial control or FC role within a large, complex, multi-entity organisation - with a clear sense of what best-in-class financial control looks like and the ability to build it. Strong IFRS technical accounting knowledge. Proven track record leading and developing finance teams through periods of change - system implementations, transformation programmes, or significant process redesign. Hands-on experience with at least one major ERP platform (e.g. SAP, Oracle, NetSuite, Microsoft Dynamics). Experience of UK statutory accounts preparation. A proven track record of reducing month-end close timelines and delivering measurable process efficiencies. The ability to onboard quickly in a complex, multi-entity environment and operate at pace from the outset. Desirable Background in a high-growth, private equity-backed or listed environment. Exposure to RPA tools (e.g. UiPath, Power Automate) and data visualisation platforms (e.g. Power BI, Tableau). Proven involvement in a significant Finance Transformation programme including process redesign/automation and change management. If you are able to demonstrate many of the essential criteria, we encourage you to apply, and welcome transferable skills from other industries or backgrounds. We can give experience of any desirable criteria but may also use them to decide between candidates for this role. We welcome transferable skills from other industries. If you can demonstrate many of the essential skills, qualities and experience we encourage you to apply. We are able to provide training where necessary. About Us- Our values ATG Entertainment's values set the tone for how we work, how we treat one another, and the culture we continue to build across the UK and the wider organisation. THRIVE doing what we love (with passion and dynamism) CONNECT through every act (with collaboration and kindness) DARE to do different (with curiosity and courage) PERFORM at our best (with customer focus and ownership) Our Corporate Social Responsibility pillars Everyone at ATG Entertainment is expected to play their part in achieving our goals and upholding our Corporate Social Responsibility priorities: Inclusion: Committing to creating and upholding a positive, inclusive culture that nurtures potential and supports well-being. Sustainability: Playing your part in reducing our environmental impact and finding more sustainable ways of working. Next Generations: Encouraging the next generation in live entertainment by contributing to our outreach and training programmes, including mentoring students and trainees, and supporting our Creative Learning and Community Partnerships work. Our culture You'll help us uphold a positive culture around meeting our obligations, by having a positive attitude to health and safety, legal and insurance requirements and take care to understand our policies and procedures. We are all expected to participate actively in the life of the company, and opportunities will arise for you to collaborate with others across the business. Everyone at ATG Entertainment is expected to be flexible and adapt as the needs of the business change, taking on new or different responsibilities as the need arises. Our Inclusion, Diversity, Equity and Access Mission Statement - A Stage for Everyone Our stages are a platform for compelling stories - stories that are for all, by all, and of all. We shine our spotlight on our differences and believe that understanding and celebrating these differences makes us better global citizens. We are passionate about the pursuit of true diversity and equality. We strive to make our venues beacons of these ideals in our communities. Onstage and off, we hold ourselves accountable for nurturing an inclusive culture, one in which everyone can bring their authentic selves. At ATG entertainment, we provide a stage for everyone. We recognise that we do not have all the answers; but we strive to listen, to learn and to change in order to ensure ATG Entertainment becomes a truly inclusive organisation. We therefore welcome and encourage applications from individuals from the widest possible range of backgrounds and particularly welcome applications from those currently underrepresented in our workforce. We are a Disability Confident Committed Employer, which means that we are taking action to ensure that people with disabilities and long-term health conditions feel supported, engaged, and able to fulfil their potential in the workplace. We will offer an interview or recruitment event to disabled candidates who tell us they wish to participate in the scheme and who demonstrate in their application that they best meet the essential criteria for the role. Where we receive more applications than we are reasonably able to interview for any given role, we will retain applications for the next available interview opportunity wherever possible.
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Apr 29, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Apr 29, 2026
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
Apr 29, 2026
Full time
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Apr 29, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
Apr 29, 2026
Full time
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
1 post available Location: Doncaster - linked to Sheffield Hub This can be a hybrid role based on service demands Salary: Solicitor - Grade 5 - £38,724 or Grade 6 - £44,323 depending on experience or Paralegal Grade 3 - £32,585 per annum Hours: Full time - 35 per week Contract: Permanent Closing date: Sunday 17th May 2026 at 11.30 pm Join Shelter as a Housing Solicitor or Paralegal, in our mission to drive systemic change and fight for Justice. If you are a dedicated legal professional with a strong commitment to addressing the housing crisis, we welcome you to apply for this role. At a time when the housing emergency continues to deepen, your experience could help transform lives and challenge the systems that perpetuate injustice. Come and play a central role in our mission to defend the right to a safe, and secure home. Working with Shelter means being part of a passionate team that believes a safe home is a fundamental right. Here, your legal skills don t just change lives - they shape a fairer housing system. About the roles Based with our partner organisation, Doncaster Housing for Young People, you will ensure you deliver high quality legal services through casework, the Housing Loss Prevention Advice Scheme and ensuring Legal Aid contract requirements and performance targets are met. Solicitor You will challenge unfair housing practices and systemic causes of homelessness through strategic casework and litigation. Working closely with our Sheffield team and the Managing Solicitor to strengthen housing rights awareness across the region, you will support Legal Advisers, ensuring high professional standards and compliance. Paralegal You will help our solicitors to maintain an active caseload, enabling our clients to enforce their housing rights. Your role will be varied and will include taking instructions and witness statements, drafting letters, making applications, providing court representation and making sure time recording and income targets are met. Please note this role is being advertised as a Paralegal but on appointment the job title will be Legal Adviser. About You For the Solicitor role, we are open to newly qualified candidates with a demonstrable interest in social justice, as well as those who have 3+ years PQE and a strong track record in housing law and Legal Aid work. You will have experience or a demonstrable interest in legal practice in the private or not for profit sector with experience of working on a wide range of housing cases, knowledge of legal aid, housing, homelessness and welfare law. You have the ability to research, write reports, time record and meet financial targets, as well as meeting or be willing to develop to meet the Housing Supervisor Requirements (September 2023). For the Paralegal role you will need a good understanding of litigation work, be able to carry out legal research and provide a good standard of professional service and client care. You will have excellent communication skills, both in writing/drafting and face-to-face along with proficiency using case management systems and time recording, as well as the ability to manage your time and workload. If you have housing law experience and knowledge of Legal Aid/ CCMS this would be an advantage. You enjoy collaborating as part of a team, respond quickly and positively to change and are not afraid to challenge the status quo and introduce new ideas when appropriate. Benefits We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme. About The Team Our legal Teams (Managing Solicitors, Solicitors, Legal Advisors and Trainees) are based throughout our England hubs. We are currently based in London, Plymouth, Bristol, Norwich, Birmingham, Manchester, Merseyside, Lancashire, Sheffield and Newcastle. We are enthusiastic, driven and champions for fighting housing injustice. Whilst generating an income, we also address the housing crisis. You will be part of an existing multi-disciplinary team that offers housing and homelessness advice and support across South Yorkshire. It consists of a solicitor led legal team providing advice and representation, and an advice service providing advice, support and guided self-help to people with housing, debt or welfare benefit issues. There is also a committed and skilled team of volunteers that offer peer support, mentoring and more general volunteering, adding significant value to our core service offer. About Shelter Home is a human right. It s our foundation and where we thrive. Yet everyday millions of people are being devastated by the housing emergency. We exist to defend the right to a safe home. Because home is everything. We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve. Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist. How to Apply Please submit your CV with a supporting statement with responses to the 'About You' points 1-7 outlined in the job description of no more than 1000 words. Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviour below throughout your responses: We prioritise diversity and have an inclusive and open mindset Safeguarding Statement Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies. Recruitment Agencies Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
Apr 28, 2026
Full time
1 post available Location: Doncaster - linked to Sheffield Hub This can be a hybrid role based on service demands Salary: Solicitor - Grade 5 - £38,724 or Grade 6 - £44,323 depending on experience or Paralegal Grade 3 - £32,585 per annum Hours: Full time - 35 per week Contract: Permanent Closing date: Sunday 17th May 2026 at 11.30 pm Join Shelter as a Housing Solicitor or Paralegal, in our mission to drive systemic change and fight for Justice. If you are a dedicated legal professional with a strong commitment to addressing the housing crisis, we welcome you to apply for this role. At a time when the housing emergency continues to deepen, your experience could help transform lives and challenge the systems that perpetuate injustice. Come and play a central role in our mission to defend the right to a safe, and secure home. Working with Shelter means being part of a passionate team that believes a safe home is a fundamental right. Here, your legal skills don t just change lives - they shape a fairer housing system. About the roles Based with our partner organisation, Doncaster Housing for Young People, you will ensure you deliver high quality legal services through casework, the Housing Loss Prevention Advice Scheme and ensuring Legal Aid contract requirements and performance targets are met. Solicitor You will challenge unfair housing practices and systemic causes of homelessness through strategic casework and litigation. Working closely with our Sheffield team and the Managing Solicitor to strengthen housing rights awareness across the region, you will support Legal Advisers, ensuring high professional standards and compliance. Paralegal You will help our solicitors to maintain an active caseload, enabling our clients to enforce their housing rights. Your role will be varied and will include taking instructions and witness statements, drafting letters, making applications, providing court representation and making sure time recording and income targets are met. Please note this role is being advertised as a Paralegal but on appointment the job title will be Legal Adviser. About You For the Solicitor role, we are open to newly qualified candidates with a demonstrable interest in social justice, as well as those who have 3+ years PQE and a strong track record in housing law and Legal Aid work. You will have experience or a demonstrable interest in legal practice in the private or not for profit sector with experience of working on a wide range of housing cases, knowledge of legal aid, housing, homelessness and welfare law. You have the ability to research, write reports, time record and meet financial targets, as well as meeting or be willing to develop to meet the Housing Supervisor Requirements (September 2023). For the Paralegal role you will need a good understanding of litigation work, be able to carry out legal research and provide a good standard of professional service and client care. You will have excellent communication skills, both in writing/drafting and face-to-face along with proficiency using case management systems and time recording, as well as the ability to manage your time and workload. If you have housing law experience and knowledge of Legal Aid/ CCMS this would be an advantage. You enjoy collaborating as part of a team, respond quickly and positively to change and are not afraid to challenge the status quo and introduce new ideas when appropriate. Benefits We offer a wide range of benefits, including 30 days of annual leave, enhanced family friendly policies, pension and interest free travel loans. Our employees also have access to a tenancy deposit loan, payroll giving, cycle to work scheme and an employee assistance programme. About The Team Our legal Teams (Managing Solicitors, Solicitors, Legal Advisors and Trainees) are based throughout our England hubs. We are currently based in London, Plymouth, Bristol, Norwich, Birmingham, Manchester, Merseyside, Lancashire, Sheffield and Newcastle. We are enthusiastic, driven and champions for fighting housing injustice. Whilst generating an income, we also address the housing crisis. You will be part of an existing multi-disciplinary team that offers housing and homelessness advice and support across South Yorkshire. It consists of a solicitor led legal team providing advice and representation, and an advice service providing advice, support and guided self-help to people with housing, debt or welfare benefit issues. There is also a committed and skilled team of volunteers that offer peer support, mentoring and more general volunteering, adding significant value to our core service offer. About Shelter Home is a human right. It s our foundation and where we thrive. Yet everyday millions of people are being devastated by the housing emergency. We exist to defend the right to a safe home. Because home is everything. We need ambitious, passionate people to join us. This is your chance to play a part in the fundamental change we are striving to achieve. Our enemy is the social injustice at the core of the escalating housing emergency. To win this fight, we must be representative of the people we are here to help and those who support our movement. In all our people decisions, we take pride in being inclusive, equitable and transparent. We are committed to combating racism both within and outside Shelter. We welcome you on our journey to becoming truly anti-racist. How to Apply Please submit your CV with a supporting statement with responses to the 'About You' points 1-7 outlined in the job description of no more than 1000 words. Please provide specific examples following the STAR format and ensure you demonstrate how you address the behaviour below throughout your responses: We prioritise diversity and have an inclusive and open mindset Safeguarding Statement Safeguarding is everyone's business. Shelter is committed to protecting the health, wellbeing and human rights of those we support, and enabling them to live free from harm, abuse and neglect. All our staff will be expected to observe professional standards of behaviour and conduct their work in line with our Safeguarding Policies. Recruitment Agencies Shelter does not accept unsolicited CVs from external recruitment agencies nor accept the fees associated with them.
St. James's Place Wealth Management
West Bridgford, Nottinghamshire
Trainee Financial Services Administrator Hours Full Time, 8.30am - 4.30pm Monday - Friday Location West Bridgford, Nottingham (NG2) Salary £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 23, 2026
Full time
Trainee Financial Services Administrator Hours Full Time, 8.30am - 4.30pm Monday - Friday Location West Bridgford, Nottingham (NG2) Salary £25,000 + benefits This very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting a Trainee Financial Services Administrator to join their team. The Practice provide expert advice to Business Owners and Private Clients on a wide range of financial planning products including Pensions, Investments, Long Term Care, Tax Planning and Protection. As a Trainee Financial Services Administrator you will become a key member of the team, working closely with colleagues to deliver high-quality administrative support to the Advisors and the Clients. This is a fantastic opportunity to develop your career within a supportive environment and study towards a professional qualification (Level 4 Diploma in Regulated Financial Services) through a Higher-Level Apprenticeship. The Role: You will be responsible for day-to-day administration and client support learning how a successful financial planning business operates from the inside. Dealing with enquiries confidently and effectively with clients, providers and third parties. (via phone, email, or in person) Preparing all documentation ahead of client review meetings, producing and collating key data, preparing relevant Illustrations, projections, and valuations to ensure the Advisers are fully prepared. Ensuring all files are completed post review meeting and all client details are up to date. Maintaining accurate client records on Salesforce and updating workflows and management information. Assisting with business processing and administration, submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Working closely with the Advisers to support client relationships The Person: The role would suit a recent Graduate or A Level School / College leaver who has a genuine interest in wealth management and is committed to developing a career in Financial Services You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach You will need broad experience of Microsoft Office (Outlook, Excel, Word) and some previous work experience in professional office environment. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application as they come in. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
Oct 08, 2025
Full time
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!
Oct 08, 2025
Full time
Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Oct 08, 2025
Full time
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
Oct 08, 2025
Full time
IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787
