We are partnering with a reputable organisation seeking a proactive and driven Business Development Consultant (BDC) to join their dynamic team. This role is tailored for individuals with a background in Financial Services, specifically those experienced in working with Independent Financial Advisers (IFAs), investment management, and intermediaries. As a key point of contact, you will focus on building strong relationships and generating new business opportunities through proactive outbound outreach, client meetings, and strategic engagement. Responsabilities Engage and develop relationships with financial advisers to promote the company's investment products and services. Maintain and implement an effective contact strategy with IFAs throughout the sales cycle. Identify and prioritise target firms in collaboration with the team, ensuring alignment with sales objectives. Consistently meet activity, KPI, and sales targets aligned with business goals. Develop a comprehensive understanding of the company s investment offerings and market positioning. Provide excellent client service through proactive follow-up of event leads and marketing campaigns. Attend industry events, conferences, and client meetings virtually and in person to support business development efforts. Partner with internal teams and external advisers to share best practices and optimise campaign strategies. Maintain accurate and up-to-date notes and records within the CRM, documenting activity and developing key relationships. Assist the Head of Sales with client meetings and field-based support as required. Plan and conduct 1:1 meetings with clients, fostering trust and creating new sales opportunities. Requirements Minimum of 2 years sales experience within Financial Services, preferably with IFAs or investment management firms. Experience working with financial advisers and a good understanding of investment products (MPS or Multi Asset preferred). Strong communication and interpersonal skills, capable of building professional B2B relationships. Motivated, positive, and proactive attitude with a focus on achieving results. Excellent organisational and time management skills, with the ability to prioritize effectively. Analytical mindset with critical thinking ability. Aspiring to develop into a full BDM role with a clear understanding of sales strategies and client management. This position could suit an experienced Account Manager or Business Development Consultant, equally can offer an excellent opportunity to grow your career into a regional Business Development Manager over the coming years through a supportive environment that values your professional development. If you are ready to take the next step in your sales and investment career, we would love to hear from you. Apply now to join a forward-thinking team dedicated to excellence in financial services and business development.
May 07, 2026
Full time
We are partnering with a reputable organisation seeking a proactive and driven Business Development Consultant (BDC) to join their dynamic team. This role is tailored for individuals with a background in Financial Services, specifically those experienced in working with Independent Financial Advisers (IFAs), investment management, and intermediaries. As a key point of contact, you will focus on building strong relationships and generating new business opportunities through proactive outbound outreach, client meetings, and strategic engagement. Responsabilities Engage and develop relationships with financial advisers to promote the company's investment products and services. Maintain and implement an effective contact strategy with IFAs throughout the sales cycle. Identify and prioritise target firms in collaboration with the team, ensuring alignment with sales objectives. Consistently meet activity, KPI, and sales targets aligned with business goals. Develop a comprehensive understanding of the company s investment offerings and market positioning. Provide excellent client service through proactive follow-up of event leads and marketing campaigns. Attend industry events, conferences, and client meetings virtually and in person to support business development efforts. Partner with internal teams and external advisers to share best practices and optimise campaign strategies. Maintain accurate and up-to-date notes and records within the CRM, documenting activity and developing key relationships. Assist the Head of Sales with client meetings and field-based support as required. Plan and conduct 1:1 meetings with clients, fostering trust and creating new sales opportunities. Requirements Minimum of 2 years sales experience within Financial Services, preferably with IFAs or investment management firms. Experience working with financial advisers and a good understanding of investment products (MPS or Multi Asset preferred). Strong communication and interpersonal skills, capable of building professional B2B relationships. Motivated, positive, and proactive attitude with a focus on achieving results. Excellent organisational and time management skills, with the ability to prioritize effectively. Analytical mindset with critical thinking ability. Aspiring to develop into a full BDM role with a clear understanding of sales strategies and client management. This position could suit an experienced Account Manager or Business Development Consultant, equally can offer an excellent opportunity to grow your career into a regional Business Development Manager over the coming years through a supportive environment that values your professional development. If you are ready to take the next step in your sales and investment career, we would love to hear from you. Apply now to join a forward-thinking team dedicated to excellence in financial services and business development.
Financial Administrator for a Growing Financial Services Firm Job role: Client Services Administrator Contract Type: Perm Location: London, UK Salary: £25,000 - £30,000 DOE + Bonus & Benefits Working Hours: Hybrid Industry: Financial Services Start Date: ASAP An expanding financial services company is actively seeking an administrator who will support the clients of the firm. Based in the City of London, they offer personalised, face to face advice to clients on investments, pensions, mortgages and protection. You will work closely with the Head Paraplanner, ensuring smooth ongoing operations and supported by full training to understand how the firm works. You Will be Responsible For: Providing onboarding, aftercare and withdrawals for clients of the firm Daily financial administration to include tax returns, client portal assistance, compliance and regulation and the updating of client information Supporting the Operations Manager in running the office effectively Experience and Requirements: Must have worked in an Independent Financial Adviser business A degree-level education is preferred Excellent teamworking skills with a positive can-do attitude Benefits: Annual bonus scheme Annual exam allowance of £600 Private Medical Insurance and Travel Insurance with Vitality Health Gym membership with Virgin Active or Pure Gym Pension scheme (£100 monthly contribution, in addition to auto-enrolment contributions) Annual holidays Flexible working (Option to WFH 2 days a week) Reference: PT
May 07, 2026
Full time
Financial Administrator for a Growing Financial Services Firm Job role: Client Services Administrator Contract Type: Perm Location: London, UK Salary: £25,000 - £30,000 DOE + Bonus & Benefits Working Hours: Hybrid Industry: Financial Services Start Date: ASAP An expanding financial services company is actively seeking an administrator who will support the clients of the firm. Based in the City of London, they offer personalised, face to face advice to clients on investments, pensions, mortgages and protection. You will work closely with the Head Paraplanner, ensuring smooth ongoing operations and supported by full training to understand how the firm works. You Will be Responsible For: Providing onboarding, aftercare and withdrawals for clients of the firm Daily financial administration to include tax returns, client portal assistance, compliance and regulation and the updating of client information Supporting the Operations Manager in running the office effectively Experience and Requirements: Must have worked in an Independent Financial Adviser business A degree-level education is preferred Excellent teamworking skills with a positive can-do attitude Benefits: Annual bonus scheme Annual exam allowance of £600 Private Medical Insurance and Travel Insurance with Vitality Health Gym membership with Virgin Active or Pure Gym Pension scheme (£100 monthly contribution, in addition to auto-enrolment contributions) Annual holidays Flexible working (Option to WFH 2 days a week) Reference: PT
A highly regarded and welcoming law firm in Chichester is seeking an experienced Private Client Solicitor with a strong focus on trusts . This is a fantastic opportunity for someone looking to specialise further in trust work within a supportive, flexible, and people-centric environment. The firm is open to part-time hours , typically 3 or 4 days per week , and offers hybrid working arrangements. The Role You will join a well-established Private Client team and handle a high-quality caseload centred on trusts, including: Advising on the creation, management, and administration of trusts Handling complex trust matters and providing technical guidance to clients Working on related areas such as estate planning, inheritance tax , and high-net-worth estate structures Drafting trust documentation and overseeing compliance requirements Managing relationships with trustees, beneficiaries, financial advisers, and other professionals Contributing to the continued development of the Private Client team and supporting junior colleagues where appropriate About You The ideal candidate will have: Solid experience in Private Client law with significant exposure to trust work (essential) Strong technical knowledge and the ability to handle complex matters A client-focused approach with excellent communication and interpersonal skills The ability to work independently while contributing to a collaborative team An interest in working part-time (3-4 days per week), though full-time may be considered depending on experience What the Firm Offers A friendly, inclusive, and supportive working environment Flexible and hybrid working options to promote a healthy work-life balance A strong benefits package The chance to develop a specialist career path within trusts A firm that genuinely values its people and supports ongoing professional growth This is a fantastic role for a Private Client Solicitor looking to further their expertise in trusts while enjoying a flexible, balanced, and rewarding working environment. If you would be interested in finding out more about this role or hear about any other opportunities please reach out to Rhian Thompson at QED Legal () or alternatively click on the "APPLY" button below.
May 07, 2026
Full time
A highly regarded and welcoming law firm in Chichester is seeking an experienced Private Client Solicitor with a strong focus on trusts . This is a fantastic opportunity for someone looking to specialise further in trust work within a supportive, flexible, and people-centric environment. The firm is open to part-time hours , typically 3 or 4 days per week , and offers hybrid working arrangements. The Role You will join a well-established Private Client team and handle a high-quality caseload centred on trusts, including: Advising on the creation, management, and administration of trusts Handling complex trust matters and providing technical guidance to clients Working on related areas such as estate planning, inheritance tax , and high-net-worth estate structures Drafting trust documentation and overseeing compliance requirements Managing relationships with trustees, beneficiaries, financial advisers, and other professionals Contributing to the continued development of the Private Client team and supporting junior colleagues where appropriate About You The ideal candidate will have: Solid experience in Private Client law with significant exposure to trust work (essential) Strong technical knowledge and the ability to handle complex matters A client-focused approach with excellent communication and interpersonal skills The ability to work independently while contributing to a collaborative team An interest in working part-time (3-4 days per week), though full-time may be considered depending on experience What the Firm Offers A friendly, inclusive, and supportive working environment Flexible and hybrid working options to promote a healthy work-life balance A strong benefits package The chance to develop a specialist career path within trusts A firm that genuinely values its people and supports ongoing professional growth This is a fantastic role for a Private Client Solicitor looking to further their expertise in trusts while enjoying a flexible, balanced, and rewarding working environment. If you would be interested in finding out more about this role or hear about any other opportunities please reach out to Rhian Thompson at QED Legal () or alternatively click on the "APPLY" button below.
Customer Service Advisor / Retention Agent Join a growing fast-growing fibre broadband provider as a Customer Service Advisor / Retention Agent supporting customers who are thinking of leaving, moving home or changing their package, while delivering excellent customer service and strong commercial outcomes. If you've also worked in the following roles, we'd also like to hear from you: Retention Advisor, Loyalty Advisor, Contact Centre Sales Advisor, Customer Retention Advisor, Telesales Executive, Telecommunications Executive, Customer Retention Specialist, Customer Service Agent, Contact Centre Adviser, Customer Relationship Executive, Customer Relationship Advisor SALARY: £25,000 per annum + Uncapped Commission (£5,000 OTE) + Benefits LOCATION: Altrincham, Greater Manchester, North West England (100% Office Based Monday to Friday) JOB TYPE: Full-Time, Permanent WORKING HOURS: 37.5 Hours Rota Based (Monday to Friday 8am-6pm, plus every other Saturday 10am-5pm) Multiple Jobs Available JOB OVERVIEW We have a fantastic new job opportunity for a Customer Service Advisor / Retention Agent to join a fast-growing telecommunications organisation. As a Customer Service Advisor / Retention Agent you will manage inbound customer enquiries, using strong communication, negotiation and customer service skills to retain customers and recommend suitable broadband packages. The Customer Service Advisor / Retention Agent will play a key role in reducing churn, improving customer loyalty and protecting revenue through effective objection handling, relationship management and commercial awareness. You will work within a busy call centre environment, supporting customers with cancellations, home moves and package changes while delivering a positive customer experience. APPLY TODAY Ready to make your next career move? Apply Now for our Recruitment Team to review. DUTIES Your duties as the Customer Service Advisor / Retention Agent include: Responding to Retention Enquiries: Handling inbound calls from customers considering cancelling or changing services Understanding Customer Needs: Identifying concerns, motivations and reasons for contact Re-contracting and Upgrades: Discussing renewal options, packages and promotional offers Customer Retention: Using negotiation and objection handling to retain customers and reduce churn Moving Home Support: Assisting customers with transferring services to new addresses Case Management: Managing complex cases and providing regular customer updates Commercial Awareness: Balancing customer satisfaction with revenue protection and business outcomes System Administration: Updating CRM systems, processing changes and recording accurate data CANDIDATE REQUIREMENTS A friendly and confident communicator with strong interpersonal skills Previous experience in a retention, telesales or customer service call centre role Telecommunications experience is highly desirable Experience handling objections, complaints or difficult conversations Strong negotiation skills and a results-driven approach Good IT skills with experience using CRM systems and databases GCSEs in English and Maths or equivalent Comfortable working in a phone-based environment on a rota including weekends and Bank Holidays BENEFITS Uncapped commission scheme linked to retention and performance Smart casual dress code Free access to gym facilities Access to a financial wellbeing platform (on successful completion of probationary period) Brand new office with excellent transport links Supportive team culture, growth and career progression HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV's of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14613 Full-Time, Permanent Telecoms Call Centre Jobs, Careers and Vacancies. Find a new job and work in Altrincham, Greater Manchester, North West England. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. awd online AWD-IN-SPJ
May 07, 2026
Full time
Customer Service Advisor / Retention Agent Join a growing fast-growing fibre broadband provider as a Customer Service Advisor / Retention Agent supporting customers who are thinking of leaving, moving home or changing their package, while delivering excellent customer service and strong commercial outcomes. If you've also worked in the following roles, we'd also like to hear from you: Retention Advisor, Loyalty Advisor, Contact Centre Sales Advisor, Customer Retention Advisor, Telesales Executive, Telecommunications Executive, Customer Retention Specialist, Customer Service Agent, Contact Centre Adviser, Customer Relationship Executive, Customer Relationship Advisor SALARY: £25,000 per annum + Uncapped Commission (£5,000 OTE) + Benefits LOCATION: Altrincham, Greater Manchester, North West England (100% Office Based Monday to Friday) JOB TYPE: Full-Time, Permanent WORKING HOURS: 37.5 Hours Rota Based (Monday to Friday 8am-6pm, plus every other Saturday 10am-5pm) Multiple Jobs Available JOB OVERVIEW We have a fantastic new job opportunity for a Customer Service Advisor / Retention Agent to join a fast-growing telecommunications organisation. As a Customer Service Advisor / Retention Agent you will manage inbound customer enquiries, using strong communication, negotiation and customer service skills to retain customers and recommend suitable broadband packages. The Customer Service Advisor / Retention Agent will play a key role in reducing churn, improving customer loyalty and protecting revenue through effective objection handling, relationship management and commercial awareness. You will work within a busy call centre environment, supporting customers with cancellations, home moves and package changes while delivering a positive customer experience. APPLY TODAY Ready to make your next career move? Apply Now for our Recruitment Team to review. DUTIES Your duties as the Customer Service Advisor / Retention Agent include: Responding to Retention Enquiries: Handling inbound calls from customers considering cancelling or changing services Understanding Customer Needs: Identifying concerns, motivations and reasons for contact Re-contracting and Upgrades: Discussing renewal options, packages and promotional offers Customer Retention: Using negotiation and objection handling to retain customers and reduce churn Moving Home Support: Assisting customers with transferring services to new addresses Case Management: Managing complex cases and providing regular customer updates Commercial Awareness: Balancing customer satisfaction with revenue protection and business outcomes System Administration: Updating CRM systems, processing changes and recording accurate data CANDIDATE REQUIREMENTS A friendly and confident communicator with strong interpersonal skills Previous experience in a retention, telesales or customer service call centre role Telecommunications experience is highly desirable Experience handling objections, complaints or difficult conversations Strong negotiation skills and a results-driven approach Good IT skills with experience using CRM systems and databases GCSEs in English and Maths or equivalent Comfortable working in a phone-based environment on a rota including weekends and Bank Holidays BENEFITS Uncapped commission scheme linked to retention and performance Smart casual dress code Free access to gym facilities Access to a financial wellbeing platform (on successful completion of probationary period) Brand new office with excellent transport links Supportive team culture, growth and career progression HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV's of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14613 Full-Time, Permanent Telecoms Call Centre Jobs, Careers and Vacancies. Find a new job and work in Altrincham, Greater Manchester, North West England. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. awd online AWD-IN-SPJ
. About LexisNexis Risk Solutions LexisNexis(R) Risk Solutions provides customers with innovative technologies, information-based analytics, decisioning tools and data management services that help them solve problems, make better decisions, stay compliant, reduce risk and improve operations. We meet the needs of our customers every day and serve a variety of segments: Financial Services, Collections and Payments, Insurance, Government, Healthcare, Commodities, Aviation, Human Resources and Tax. Data Services delivers trusted data and insights to power decisions that enable organisations and professions to confidently transform and shape their rapidly evolving world. Currently serving Commodities, Aviation, Human Resources and Tax markets, we are passionate about having a positive influence on those markets that are dynamically changing and enhancing society. The collective power of our data, insights, platforms and people, create impact at scale.Our customers trust in us is the key to our success, driven by decades of expertise and a track record of constant innovation. This trusted expertise enables the very best business decisions to improve the use of the world's most critical resources, make workplaces better, tax easier, and make the use of aviation and property more sustainable. The opportunity The world around us is changing faster than ever with markets, technology and customer expectations evolving at speed. As VP of Strategy for Data Services, you will own and drive the strategic agenda across our markets. Operating as a trusted adviser to executive leadership you will define where to play and how to win, translate strategy into clear priorities to maximise business opportunity, and ensure disciplined execution that delivers sustainable growth and long-term value creation. Key Accountabilities Developing the business strategy for the group Act as a trusted strategic advisor to the executive team and senior leaders, partnering to shape the strategic direction of the Data Services businesses: framing critical strategic questions, trends, technologies and evolving market needs to drive structuring decision-making Translate strategy into clear strategic choices, investment priorities and measurable outcomes, enabling leadership teams to act decisively Translate strategy into clear strategic choices, investment priorities and measurable outcomes, enabling leadership teams to act decisively Develop and lead a high performing strategy team and capability across the businesses, setting standards for analytical rigour and strategic thinking Growth, M&A & Ecosystem Strategy Identify and evaluate new growth opportunities within our core segments, adjacencies and emerging digital ecosystems. Helping to evolve our product strategies and business models to meet changing customer needs Build and manage a cross Data Services M&A pipeline, working closely across brands, with RELX corporate finance and Risk M&A teams Develop and lead strategic initiatives across the portfolio, both enterprise wide and within each segment organisation, such as entry into adjacent segments/markets, commercial strategy and portfolio prioritisation. Evaluating strategic partnerships, acquisitions and divestments Understand where each segment can maximise its opportunity in the data ecosystems in which they operate to enhance customer engagement and commercial outcomes Market and Customer Develop a deep, data and relationship-driven understanding of market fundamentals, including customer workflows, current value, unmet needs, market sizing, competitive positioning, regional differentiation and business models. Ensuring a data-driven deep understanding of our customers and the value we deliver Develop and lead a high performing strategy team and capability across the businesses, setting standards for analytical rigour and strategic thinking Ensure our strategic plans are based on solid market intelligence and customer insights Deepen our understanding of key drivers and barriers in each segment, informing our strategic planning Stay ahead of new market, technology and other trends to consider business opportunities, risks and impact. Conduct regular strategic reviews of key projects and performance. Establish data-driven progress measures for executing our strategies. Track the execution of our strategies, surface issues to address and course-correct as needed Qualifications, skills & experience Experience and qualifications Significant experience in senior strategy roles within data, technology, analytics, information services, or related B2B information organisations Proven track record of developing and executing growth strategies in complex, multi product or multisector environments to exceed plan Demonstrated capability to drive decisions strategically, analytically and thoughtfully. A self-starter with ability to balance numerous initiatives simultaneously Demonstrated ability to evolve business and commercial models (e.g. operating models, pricing, packaging, routes to market and partnership constructs) in line with strategic direction and portfolio priorities Deep understanding of data and analytics business models, including platform economics, scaling and value creation Strong financial acumen with the ability to link strategy to commercial performance and capital allocation Extensive experience of M&A, strategic alliances and detailed commercial negotiations Leadership & influence Strong financial acumen with the ability to link strategy to commercial performance and capital allocation Excellent communication skills and ability to influence people at all levels across all disciplines to ensure successful outcomes (both internally & externally) Strong financial acumen with the ability to link strategy to commercial performance and capital allocation Proven track record of driving cross functional alignment with demonstrated success at defining an agenda despite inherent conflicting opinions, demands, and priorities Strong financial acumen with the ability to link strategy to commercial performance and capital allocation Curious and willing to ask questions to challenge the status quo in order to provide improved customer, employee and business outcomes Strong and demonstrated experience in effective negotiations We know your well-being and happiness are key to a long and successful career. We are delighted to offer country specific benefits. Click to access benefits specific to your location. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our or please contact 1-. Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams . Please read our .We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. USA Job Seekers: . Own and lead the development of portfolio level strategy and operating plans for Data Services and in each business segment to drive innovation and increase both scale and customer value Own the creation, evolution, communication and execution of group and segment vision and purpose along with strategic goals to exceed both short, and long term, business objectivesElsevier is a global leader in advanced information and decision support for science and healthcare. We believe that by working together with the communities we
May 07, 2026
Full time
. About LexisNexis Risk Solutions LexisNexis(R) Risk Solutions provides customers with innovative technologies, information-based analytics, decisioning tools and data management services that help them solve problems, make better decisions, stay compliant, reduce risk and improve operations. We meet the needs of our customers every day and serve a variety of segments: Financial Services, Collections and Payments, Insurance, Government, Healthcare, Commodities, Aviation, Human Resources and Tax. Data Services delivers trusted data and insights to power decisions that enable organisations and professions to confidently transform and shape their rapidly evolving world. Currently serving Commodities, Aviation, Human Resources and Tax markets, we are passionate about having a positive influence on those markets that are dynamically changing and enhancing society. The collective power of our data, insights, platforms and people, create impact at scale.Our customers trust in us is the key to our success, driven by decades of expertise and a track record of constant innovation. This trusted expertise enables the very best business decisions to improve the use of the world's most critical resources, make workplaces better, tax easier, and make the use of aviation and property more sustainable. The opportunity The world around us is changing faster than ever with markets, technology and customer expectations evolving at speed. As VP of Strategy for Data Services, you will own and drive the strategic agenda across our markets. Operating as a trusted adviser to executive leadership you will define where to play and how to win, translate strategy into clear priorities to maximise business opportunity, and ensure disciplined execution that delivers sustainable growth and long-term value creation. Key Accountabilities Developing the business strategy for the group Act as a trusted strategic advisor to the executive team and senior leaders, partnering to shape the strategic direction of the Data Services businesses: framing critical strategic questions, trends, technologies and evolving market needs to drive structuring decision-making Translate strategy into clear strategic choices, investment priorities and measurable outcomes, enabling leadership teams to act decisively Translate strategy into clear strategic choices, investment priorities and measurable outcomes, enabling leadership teams to act decisively Develop and lead a high performing strategy team and capability across the businesses, setting standards for analytical rigour and strategic thinking Growth, M&A & Ecosystem Strategy Identify and evaluate new growth opportunities within our core segments, adjacencies and emerging digital ecosystems. Helping to evolve our product strategies and business models to meet changing customer needs Build and manage a cross Data Services M&A pipeline, working closely across brands, with RELX corporate finance and Risk M&A teams Develop and lead strategic initiatives across the portfolio, both enterprise wide and within each segment organisation, such as entry into adjacent segments/markets, commercial strategy and portfolio prioritisation. Evaluating strategic partnerships, acquisitions and divestments Understand where each segment can maximise its opportunity in the data ecosystems in which they operate to enhance customer engagement and commercial outcomes Market and Customer Develop a deep, data and relationship-driven understanding of market fundamentals, including customer workflows, current value, unmet needs, market sizing, competitive positioning, regional differentiation and business models. Ensuring a data-driven deep understanding of our customers and the value we deliver Develop and lead a high performing strategy team and capability across the businesses, setting standards for analytical rigour and strategic thinking Ensure our strategic plans are based on solid market intelligence and customer insights Deepen our understanding of key drivers and barriers in each segment, informing our strategic planning Stay ahead of new market, technology and other trends to consider business opportunities, risks and impact. Conduct regular strategic reviews of key projects and performance. Establish data-driven progress measures for executing our strategies. Track the execution of our strategies, surface issues to address and course-correct as needed Qualifications, skills & experience Experience and qualifications Significant experience in senior strategy roles within data, technology, analytics, information services, or related B2B information organisations Proven track record of developing and executing growth strategies in complex, multi product or multisector environments to exceed plan Demonstrated capability to drive decisions strategically, analytically and thoughtfully. A self-starter with ability to balance numerous initiatives simultaneously Demonstrated ability to evolve business and commercial models (e.g. operating models, pricing, packaging, routes to market and partnership constructs) in line with strategic direction and portfolio priorities Deep understanding of data and analytics business models, including platform economics, scaling and value creation Strong financial acumen with the ability to link strategy to commercial performance and capital allocation Extensive experience of M&A, strategic alliances and detailed commercial negotiations Leadership & influence Strong financial acumen with the ability to link strategy to commercial performance and capital allocation Excellent communication skills and ability to influence people at all levels across all disciplines to ensure successful outcomes (both internally & externally) Strong financial acumen with the ability to link strategy to commercial performance and capital allocation Proven track record of driving cross functional alignment with demonstrated success at defining an agenda despite inherent conflicting opinions, demands, and priorities Strong financial acumen with the ability to link strategy to commercial performance and capital allocation Curious and willing to ask questions to challenge the status quo in order to provide improved customer, employee and business outcomes Strong and demonstrated experience in effective negotiations We know your well-being and happiness are key to a long and successful career. We are delighted to offer country specific benefits. Click to access benefits specific to your location. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our or please contact 1-. Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams . Please read our .We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. USA Job Seekers: . Own and lead the development of portfolio level strategy and operating plans for Data Services and in each business segment to drive innovation and increase both scale and customer value Own the creation, evolution, communication and execution of group and segment vision and purpose along with strategic goals to exceed both short, and long term, business objectivesElsevier is a global leader in advanced information and decision support for science and healthcare. We believe that by working together with the communities we
Telecom Acquisitions Ltd Who are we Telecom Acquisitions Limited (TAL) is the parent company of Home Telecom Limited, Fleur Telecom Limited, Eclipse Broadband Limited, and Eze Talk Residential Limited. We specialise in the home-mover market, supplying broadband, energy, water, and Sky products. With a current customer base of c.61k and a strategy to exceed 100k customers in the next 1-2 years, we are a fast-growing, acquisition-driven organisation operating in a highly dynamic sector. Overview We are seeking a senior, strategically minded finance leader to head up Financial Planning & Analysis across the Telecom Acquisitions Group. This role provides critical insight and leadership that underpins strategic decision-making, commercial performance, long-term planning, and acquisition-related activity. As a key business partner to the CFO and the senior leadership team, the Head of FP&A will shape the financial narrative of the business, challenge assumptions, and help steer the organisation through an exciting phase of growth and transformation. This is a high-impact position suited to a commercially astute finance professional who combines exceptional analytical capability with strong leadership presence, business partnering skill, and the ability to operate confidently in a fast-paced, KPI-driven environment. Key Responsibilities 1. Strategic Leadership & Executive Business Partnering Act as a senior strategic adviser to the CFO, CEO, and Senior Leadership Team, providing forward-looking insight to drive profitable growth. Lead the group's financial planning cycles, including annual budgets, rolling forecasts, long-term planning, and scenario modelling. Provide high-quality commentary and recommendations that shape strategic decisions across pricing, investment, acquisitions, operational efficiency, and resourcing. Present financial insights to senior stakeholders in a clear, compelling and commercially relevant way. 2. Group Performance & Commercial Insight Own the monthly performance reporting process, providing deep analysis across P&L, balance sheet, KPIs, customer metrics, and operational drivers. Analyse trends, risks, and opportunities to influence decision-making at senior management level. Lead profitability analysis across revenue lines, customer segments, products, and operational activities. Support commercial leaders with pricing, business case development, and investment appraisal. 3. FP&A Systems, Data & Process Leadership Champion data quality, KPI accuracy, reporting automation, and enhanced management information across the group. Improve forecasting models, reporting tools, and analytical capability. Lead the development and deployment of BI dashboards (Power BI, Tableau, or similar) to improve visibility and decision support. Strengthen financial modelling standards and ensure consistency across the FP&A function. 4. M&A, Strategic Projects & Growth Support Support the CFO in evaluating acquisition opportunities, including financial modelling, assumptions testing, and scenario analysis. Lead post-acquisition performance tracking, helping to ensure synergies, customer metrics, and financial targets are met. Provide ad-hoc strategic analysis to support operational improvements, organisational scale, and long-term planning. Work with cross-functional teams to translate financial insight into clear operational actions 5. Leadership & Team Development Lead and mentor FP&A analysts and support their career development, capability building, and technical proficiency. Drive a culture of curiosity, challenge, accountability, and continuous improvement. Collaborate closely with Financial Control, Commercial, Operations, and Customer teams to ensure FP&A is a trusted, value-adding partner across the business. Core Competencies & Skills Analytical & Technical Expertise Exceptional financial modelling, forecasting, and data interpretation skills. Advanced Excel proficiency; experience with BI tools (Power BI, Tableau, or equivalent). Strong understanding of performance analysis, scenario planning, budgeting, and KPIs. Professionally qualified (ACCA, CIMA, ACA) or equivalent significant experience. Senior Business Partnering Strong track record influencing senior stakeholders and leadership teams. Ability to simplify complex data into clear strategic insight and recommendations. Confident, articulate communicator able to challenge constructively and drive action. Personal Attributes Commercially inquisitive, proactive and forward-thinking. Able to maintain a strategic view while being comfortable with hands-on analysis. Thrives in a fast-moving, high-growth, data-led business. Strong interpersonal style, confident collaborating across all business areas. Resilient, adaptable, and brings energy and a positive mindset to the team. Cultural Fit The ideal candidate will thrive in a high-growth, performance-driven environment that values pace, accountability, and continuous improvement. You will fit naturally into a close-knit, supportive finance team that embraces a "work hard, play hard" ethos Remuneration Package Salary: £50k-£60k (adjustable for seniority if needed) Bonus Pension: Salary sacrifice (3% employer / 5% employee) Hybrid Working: 4 days in office + 1 day from home Holiday: 25 days + bank holidays + birthday off Death in Service: Included Location: 8 Piries Place, Horsham, West Sussex, RH12 1EH
May 07, 2026
Full time
Telecom Acquisitions Ltd Who are we Telecom Acquisitions Limited (TAL) is the parent company of Home Telecom Limited, Fleur Telecom Limited, Eclipse Broadband Limited, and Eze Talk Residential Limited. We specialise in the home-mover market, supplying broadband, energy, water, and Sky products. With a current customer base of c.61k and a strategy to exceed 100k customers in the next 1-2 years, we are a fast-growing, acquisition-driven organisation operating in a highly dynamic sector. Overview We are seeking a senior, strategically minded finance leader to head up Financial Planning & Analysis across the Telecom Acquisitions Group. This role provides critical insight and leadership that underpins strategic decision-making, commercial performance, long-term planning, and acquisition-related activity. As a key business partner to the CFO and the senior leadership team, the Head of FP&A will shape the financial narrative of the business, challenge assumptions, and help steer the organisation through an exciting phase of growth and transformation. This is a high-impact position suited to a commercially astute finance professional who combines exceptional analytical capability with strong leadership presence, business partnering skill, and the ability to operate confidently in a fast-paced, KPI-driven environment. Key Responsibilities 1. Strategic Leadership & Executive Business Partnering Act as a senior strategic adviser to the CFO, CEO, and Senior Leadership Team, providing forward-looking insight to drive profitable growth. Lead the group's financial planning cycles, including annual budgets, rolling forecasts, long-term planning, and scenario modelling. Provide high-quality commentary and recommendations that shape strategic decisions across pricing, investment, acquisitions, operational efficiency, and resourcing. Present financial insights to senior stakeholders in a clear, compelling and commercially relevant way. 2. Group Performance & Commercial Insight Own the monthly performance reporting process, providing deep analysis across P&L, balance sheet, KPIs, customer metrics, and operational drivers. Analyse trends, risks, and opportunities to influence decision-making at senior management level. Lead profitability analysis across revenue lines, customer segments, products, and operational activities. Support commercial leaders with pricing, business case development, and investment appraisal. 3. FP&A Systems, Data & Process Leadership Champion data quality, KPI accuracy, reporting automation, and enhanced management information across the group. Improve forecasting models, reporting tools, and analytical capability. Lead the development and deployment of BI dashboards (Power BI, Tableau, or similar) to improve visibility and decision support. Strengthen financial modelling standards and ensure consistency across the FP&A function. 4. M&A, Strategic Projects & Growth Support Support the CFO in evaluating acquisition opportunities, including financial modelling, assumptions testing, and scenario analysis. Lead post-acquisition performance tracking, helping to ensure synergies, customer metrics, and financial targets are met. Provide ad-hoc strategic analysis to support operational improvements, organisational scale, and long-term planning. Work with cross-functional teams to translate financial insight into clear operational actions 5. Leadership & Team Development Lead and mentor FP&A analysts and support their career development, capability building, and technical proficiency. Drive a culture of curiosity, challenge, accountability, and continuous improvement. Collaborate closely with Financial Control, Commercial, Operations, and Customer teams to ensure FP&A is a trusted, value-adding partner across the business. Core Competencies & Skills Analytical & Technical Expertise Exceptional financial modelling, forecasting, and data interpretation skills. Advanced Excel proficiency; experience with BI tools (Power BI, Tableau, or equivalent). Strong understanding of performance analysis, scenario planning, budgeting, and KPIs. Professionally qualified (ACCA, CIMA, ACA) or equivalent significant experience. Senior Business Partnering Strong track record influencing senior stakeholders and leadership teams. Ability to simplify complex data into clear strategic insight and recommendations. Confident, articulate communicator able to challenge constructively and drive action. Personal Attributes Commercially inquisitive, proactive and forward-thinking. Able to maintain a strategic view while being comfortable with hands-on analysis. Thrives in a fast-moving, high-growth, data-led business. Strong interpersonal style, confident collaborating across all business areas. Resilient, adaptable, and brings energy and a positive mindset to the team. Cultural Fit The ideal candidate will thrive in a high-growth, performance-driven environment that values pace, accountability, and continuous improvement. You will fit naturally into a close-knit, supportive finance team that embraces a "work hard, play hard" ethos Remuneration Package Salary: £50k-£60k (adjustable for seniority if needed) Bonus Pension: Salary sacrifice (3% employer / 5% employee) Hybrid Working: 4 days in office + 1 day from home Holiday: 25 days + bank holidays + birthday off Death in Service: Included Location: 8 Piries Place, Horsham, West Sussex, RH12 1EH
My client is an Independent Financial Advisory firm based in Sheffield, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products. We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK - predominantly in the Yorkshire areas. This role will be a mix of telephone based and face to face Advice and can be operated on a loose hybrid working. We will require someone with ideally Chartered Level 6/7 Qualification, although we will look at experienced Diploma qualified candidates for this role also who wish to study towards Chartered level. A great opportunity for an Adviser to walk into an employed role with an existing client bank to manage. Great benefits are offered along with a very loose hybrid working options.
May 07, 2026
Full time
My client is an Independent Financial Advisory firm based in Sheffield, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products. We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK - predominantly in the Yorkshire areas. This role will be a mix of telephone based and face to face Advice and can be operated on a loose hybrid working. We will require someone with ideally Chartered Level 6/7 Qualification, although we will look at experienced Diploma qualified candidates for this role also who wish to study towards Chartered level. A great opportunity for an Adviser to walk into an employed role with an existing client bank to manage. Great benefits are offered along with a very loose hybrid working options.
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.
May 07, 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).
May 07, 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 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 an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
May 07, 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 an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
May 07, 2026
Full time
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.
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.
May 07, 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.
May 07, 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!
May 07, 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!
Highly organised, proactive and client-focused Executive Assistant ro support a team of Financial Advisers within a wealth management practice. You will Manage adviser's calendars, email inboxes, and scheduling priorities Track key tasks, follow-ups, and deadlines Assist with preparing presentations, meeting preparation packs and internal meeting notes Maintain client records and ensure documents are updated on Salesforce and other relevant systems. Process adviser expenses, invoices, and reimbursement forms Coordinate travel arrangement and logistics as needed PREVIOUS EXPERIENCE REQUIRED Preferably in wealth managment or finance services Strong organisational and multitasking abilities with high attention to detail Excellent written and verbal communication skills Ability to work both independently and collaboratively in a fast paced setting. Get in touch for a full Job Description
May 07, 2026
Full time
Highly organised, proactive and client-focused Executive Assistant ro support a team of Financial Advisers within a wealth management practice. You will Manage adviser's calendars, email inboxes, and scheduling priorities Track key tasks, follow-ups, and deadlines Assist with preparing presentations, meeting preparation packs and internal meeting notes Maintain client records and ensure documents are updated on Salesforce and other relevant systems. Process adviser expenses, invoices, and reimbursement forms Coordinate travel arrangement and logistics as needed PREVIOUS EXPERIENCE REQUIRED Preferably in wealth managment or finance services Strong organisational and multitasking abilities with high attention to detail Excellent written and verbal communication skills Ability to work both independently and collaboratively in a fast paced setting. Get in touch for a full Job Description
Technical Senior SIPP Administrator HMRC Reporting & Transition Support (Contract) Contract Details Contract Length: 6 months Rate: Competitive day rate (DOE) Location: Fully Remote (UK-based required) Overview We are supporting a growing financial services organisation seeking an experienced Senior SIPP Administrator to provide specialist support during a key operational period. This role combines hands-on SIPP administration, HMRC reporting expertise, and knowledge transfer responsibilities , making it ideal for a technically strong contractor who can deliver immediate impact while supporting long-term capability within the business. Role Purpose To deliver high-quality end-to-end SIPP administration across a complex portfolio, while taking ownership of HMRC reporting obligations, technical oversight, and structured handover to the internal team . Key Responsibilities SIPP Administration & Case Management Oversee full lifecycle administration of SIPPs, from onboarding through to ongoing servicing Process contributions, transfers (in/out), crystallisations, and benefit payments Manage drawdown activity, including pension payroll calculations Take ownership of complex, non-standard, and high-value cases Ensure all activities are completed accurately, efficiently, and in line with FCA and HMRC requirements HMRC Reporting & Tax Compliance Prepare and submit Event Reports , including benefit crystallisation and other reportable events Complete Accounting for Tax (AFT) returns , including calculation and reporting of scheme tax charges Manage and submit Relief at Source (RAS) claims within required timelines Complete and maintain Pension Scheme Returns (PSR) Monitor and report on lump sum allowances and post-LTA regulatory requirements Support reporting requirements for overseas transfers (QROPS) where applicable Ensure all HMRC submissions are accurate, timely, and compliant with current legislation Technical Oversight & Quality Assurance Act as a subject matter expert on SIPP regulation and pension tax rules Review and check work completed by team members to ensure accuracy and compliance Provide technical guidance on complex cases and regulatory interpretation Maintain up-to-date knowledge of pension legislation and HMRC changes Client & Stakeholder Management Liaise with clients, advisers, and third parties to resolve queries efficiently Maintain high service standards and clear communication across stakeholders Support resolution of complex or escalated issues Process Improvement Identify opportunities to improve operational efficiency and controls Assist in enhancing internal processes and documentation Support consistent delivery of high-quality administration across the team Knowledge Transfer & Transition Support (Key Focus) Train internal pensions team on SIPP processes, HMRC reporting, and best practices Document procedures, workflows, and technical requirements Support a structured handover of responsibilities to the permanent team Act as a subject matter expert during transition , ensuring continuity and confidence in ongoing administration Contribute to building a sustainable, scalable internal SIPP function Candidate Profile Essential 5+ years experience in SIPP administration (end-to-end lifecycle) Strong working knowledge of HMRC pension reporting (Event Reports, AFT, RAS, PSR) Proven experience handling complex pension cases independently Strong understanding of UK pension legislation and regulatory requirements High level of accuracy and attention to detail Ability to work autonomously in a remote environment Desirable Experience supporting team training, mentoring, or transitions Exposure to scheme implementations or internalisation of pension services Professional qualifications (CII, PMI, or equivalent) Why Apply? Immediate contract with a well-regarded organisation Fully remote High-impact role combining technical, operational, and strategic input Opportunity to shape and support a long-term internal pensions capability
May 07, 2026
Contractor
Technical Senior SIPP Administrator HMRC Reporting & Transition Support (Contract) Contract Details Contract Length: 6 months Rate: Competitive day rate (DOE) Location: Fully Remote (UK-based required) Overview We are supporting a growing financial services organisation seeking an experienced Senior SIPP Administrator to provide specialist support during a key operational period. This role combines hands-on SIPP administration, HMRC reporting expertise, and knowledge transfer responsibilities , making it ideal for a technically strong contractor who can deliver immediate impact while supporting long-term capability within the business. Role Purpose To deliver high-quality end-to-end SIPP administration across a complex portfolio, while taking ownership of HMRC reporting obligations, technical oversight, and structured handover to the internal team . Key Responsibilities SIPP Administration & Case Management Oversee full lifecycle administration of SIPPs, from onboarding through to ongoing servicing Process contributions, transfers (in/out), crystallisations, and benefit payments Manage drawdown activity, including pension payroll calculations Take ownership of complex, non-standard, and high-value cases Ensure all activities are completed accurately, efficiently, and in line with FCA and HMRC requirements HMRC Reporting & Tax Compliance Prepare and submit Event Reports , including benefit crystallisation and other reportable events Complete Accounting for Tax (AFT) returns , including calculation and reporting of scheme tax charges Manage and submit Relief at Source (RAS) claims within required timelines Complete and maintain Pension Scheme Returns (PSR) Monitor and report on lump sum allowances and post-LTA regulatory requirements Support reporting requirements for overseas transfers (QROPS) where applicable Ensure all HMRC submissions are accurate, timely, and compliant with current legislation Technical Oversight & Quality Assurance Act as a subject matter expert on SIPP regulation and pension tax rules Review and check work completed by team members to ensure accuracy and compliance Provide technical guidance on complex cases and regulatory interpretation Maintain up-to-date knowledge of pension legislation and HMRC changes Client & Stakeholder Management Liaise with clients, advisers, and third parties to resolve queries efficiently Maintain high service standards and clear communication across stakeholders Support resolution of complex or escalated issues Process Improvement Identify opportunities to improve operational efficiency and controls Assist in enhancing internal processes and documentation Support consistent delivery of high-quality administration across the team Knowledge Transfer & Transition Support (Key Focus) Train internal pensions team on SIPP processes, HMRC reporting, and best practices Document procedures, workflows, and technical requirements Support a structured handover of responsibilities to the permanent team Act as a subject matter expert during transition , ensuring continuity and confidence in ongoing administration Contribute to building a sustainable, scalable internal SIPP function Candidate Profile Essential 5+ years experience in SIPP administration (end-to-end lifecycle) Strong working knowledge of HMRC pension reporting (Event Reports, AFT, RAS, PSR) Proven experience handling complex pension cases independently Strong understanding of UK pension legislation and regulatory requirements High level of accuracy and attention to detail Ability to work autonomously in a remote environment Desirable Experience supporting team training, mentoring, or transitions Exposure to scheme implementations or internalisation of pension services Professional qualifications (CII, PMI, or equivalent) Why Apply? Immediate contract with a well-regarded organisation Fully remote High-impact role combining technical, operational, and strategic input Opportunity to shape and support a long-term internal pensions capability
You will provide high quality ongoing fiancial advice, reviews, and relationship management to an existing portfolio of clients. This role focuses on servicing and retaining current clients, ensuring they receive personalised, compliant, and proactive financial guidance aligned with their goals. In addition, this role will also have a responsibility to identify opportunities to increase FUM from both existing and new clients. PREVIOUS EXPERIENCE REQUIRED Level 4 Diploma in Regulated Financial Planning (or working toward) Chartered or working towards becoming Chartered Experience in delivering financial advice or detailed client reviews Srong communication and relationship building HIgh attention to detail and understanding of compliance Ability to present complex information clearly and simply Client centric mindset with a professional, trustworthy approach
May 07, 2026
Full time
You will provide high quality ongoing fiancial advice, reviews, and relationship management to an existing portfolio of clients. This role focuses on servicing and retaining current clients, ensuring they receive personalised, compliant, and proactive financial guidance aligned with their goals. In addition, this role will also have a responsibility to identify opportunities to increase FUM from both existing and new clients. PREVIOUS EXPERIENCE REQUIRED Level 4 Diploma in Regulated Financial Planning (or working toward) Chartered or working towards becoming Chartered Experience in delivering financial advice or detailed client reviews Srong communication and relationship building HIgh attention to detail and understanding of compliance Ability to present complex information clearly and simply Client centric mindset with a professional, trustworthy approach
Commercial Finance Broker job opportunity with a well established, high performing financial services firm This Commercial Finance Broker job offers an experienced Commercial Finance Broker the chance to join a growing and highly active commercial finance division with immediate access to warm, qualified deal flow and realistic six figure earning potential. The role focuses on property led commercial finance, supporting clients across complex and high value transactions. You will work closely with an established network of internal introducers and external partners, allowing you to concentrate on structuring and completing deals rather than generating leads from scratch. Key responsibilities will include: Advising clients on structured commercial finance solutions Managing commercial mortgage, development finance and bridging cases from enquiry through to completion Building strong relationships with internal residential advisers and professional introducers Structuring complex deals for developers, landlords and high net worth clients Maintaining high compliance and service standards throughout the process This role suits an experienced broker who values warm opportunities, high case sizes and a professional, performance driven environment. Commercial Finance Broker Requirements Essential - experience advising on development finance, bridging or commercial mortgages History of completing high value, complex property transactions CeMAP qualified or equivalent Background in commercial broking, specialist lending or private banking desirable The Company Our client is a well established financial services firm with a strong reputation in the property and structured finance market. The business continues to invest in its commercial proposition and offers brokers the infrastructure, introducer flow and support needed to scale quickly and sustainably. Commercial Finance Broker Benefits Self employed structure with strong earning potential with earnings in excess of 250,000+ Consistent warm leads from internal advisers and introducers High value case sizes and quick win opportunities Office based role with 1 day from home Location Hammersmith, London. This is predominantly an office based role due to the relationship driven nature of the position. Apply Now If you are an experienced commercial broker looking to increase earnings without relying solely on your own network, this opportunity offers the platform and deal flow to do exactly that. Apply now for a confidential discussion. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 07, 2026
Full time
Commercial Finance Broker job opportunity with a well established, high performing financial services firm This Commercial Finance Broker job offers an experienced Commercial Finance Broker the chance to join a growing and highly active commercial finance division with immediate access to warm, qualified deal flow and realistic six figure earning potential. The role focuses on property led commercial finance, supporting clients across complex and high value transactions. You will work closely with an established network of internal introducers and external partners, allowing you to concentrate on structuring and completing deals rather than generating leads from scratch. Key responsibilities will include: Advising clients on structured commercial finance solutions Managing commercial mortgage, development finance and bridging cases from enquiry through to completion Building strong relationships with internal residential advisers and professional introducers Structuring complex deals for developers, landlords and high net worth clients Maintaining high compliance and service standards throughout the process This role suits an experienced broker who values warm opportunities, high case sizes and a professional, performance driven environment. Commercial Finance Broker Requirements Essential - experience advising on development finance, bridging or commercial mortgages History of completing high value, complex property transactions CeMAP qualified or equivalent Background in commercial broking, specialist lending or private banking desirable The Company Our client is a well established financial services firm with a strong reputation in the property and structured finance market. The business continues to invest in its commercial proposition and offers brokers the infrastructure, introducer flow and support needed to scale quickly and sustainably. Commercial Finance Broker Benefits Self employed structure with strong earning potential with earnings in excess of 250,000+ Consistent warm leads from internal advisers and introducers High value case sizes and quick win opportunities Office based role with 1 day from home Location Hammersmith, London. This is predominantly an office based role due to the relationship driven nature of the position. Apply Now If you are an experienced commercial broker looking to increase earnings without relying solely on your own network, this opportunity offers the platform and deal flow to do exactly that. Apply now for a confidential discussion. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Fletcher George Recruitment Ltd
Leatherhead, Surrey
Audit Manager Leatherhead Hybrid and flexible working £65,000 to £75,000 plus extensive package. A fantastic opportunity for an ACA or ACCA Audit Manager to join a successful and inclusive firm of advisers represented by Fletcher George. Working alongside the partners, the Audit Manager will enjoy a high level of autonomy while providing a full cycle Audit service to a portfolio of clients who typically range from larger SMEs to include some more complex Groups including some with International interests. The audit manager will also supervise and support a team of qualified auditors and active studiers (ACA and ACCA). Personal Specification ACA or ACCA Qualified or the equivalent with a number of years post qualification experience. Strong audit and financial statements experience working in a senior role within an audit team Expert in UK GAAP, with some exposure to IFRS, and up-to-date with all technological advances and Audit regulations. Package A starting salary of £65-£75k is on offer with an extensive package Hybrid & flexible working (candidate must live within a reasonable commute of the Surrey office) Car parking available Next Steps - please apply for this Audit Manager role and we aim to respond to all suitable applicants in 48 hours. Fletcher George is an inclusive Surrey-based financial recruiter welcoming all relevant applications. We are committed to attracting a diverse pool of applicants and assisting talent to find career opportunities in which they can thrive. We are an accountancy and finance recruitment agency acting as an Employment Agency.
May 07, 2026
Full time
Audit Manager Leatherhead Hybrid and flexible working £65,000 to £75,000 plus extensive package. A fantastic opportunity for an ACA or ACCA Audit Manager to join a successful and inclusive firm of advisers represented by Fletcher George. Working alongside the partners, the Audit Manager will enjoy a high level of autonomy while providing a full cycle Audit service to a portfolio of clients who typically range from larger SMEs to include some more complex Groups including some with International interests. The audit manager will also supervise and support a team of qualified auditors and active studiers (ACA and ACCA). Personal Specification ACA or ACCA Qualified or the equivalent with a number of years post qualification experience. Strong audit and financial statements experience working in a senior role within an audit team Expert in UK GAAP, with some exposure to IFRS, and up-to-date with all technological advances and Audit regulations. Package A starting salary of £65-£75k is on offer with an extensive package Hybrid & flexible working (candidate must live within a reasonable commute of the Surrey office) Car parking available Next Steps - please apply for this Audit Manager role and we aim to respond to all suitable applicants in 48 hours. Fletcher George is an inclusive Surrey-based financial recruiter welcoming all relevant applications. We are committed to attracting a diverse pool of applicants and assisting talent to find career opportunities in which they can thrive. We are an accountancy and finance recruitment agency acting as an Employment Agency.
This Income Reconciliation Administrator job is a six month fixed term contract, created to provide urgent, hands on support within a busy financial services income function. If you already understand income reconciliation and are looking for a clear, well defined Income Reconciliation Administrator job where you can make an immediate impact, this short term opportunity could be ideal. In this Income Reconciliation Administrator job, you will take ownership of the day to day reconciliation of fees and commissions, ensuring income is recorded accurately and advisers are paid correctly and on time. This is a practical, office based Income Reconciliation Administrator job, suited to someone who can step in confidently with minimal hand holding and work closely with advisers and operations colleagues. As an Income Reconciliation Administrator, you will focus on maintaining accuracy, resolving discrepancies and supporting month end processes within a regulated environment. The Income Reconciliation Administrator job offers strong benefits for a fixed term contract and clear expectations from day one. As an Income Reconciliation Administrator, your responsibilities will include Recording payments received into company bank accounts Allocating fees and commissions against invoices using the back office system Investigating discrepancies and resolving income related queries Reviewing aged debt and chasing outstanding income Supporting month end processes and management information Maintaining clear and compliant audit trails This Income Reconciliation Administrator job suits someone who already understands how income reconciliation works within an IFA or financial services firm and is comfortable working in an office based, hands on role. Income Reconciliation Administrator Requirements Essential - experience in income, fee or commission reconciliation Essential - experience within an IFA, wealth management or regulated financial services environment Desirable - experience using CURO or a similar back office system Desirable - strong Excel and Microsoft Office capability The Company You will be joining a well established and growing financial services business with offices across the UK. The company operates in a regulated environment and is known for its structured processes and professional standards. Income Reconciliation Administrator Benefits Salary between 28,000 and 35,000 pa Six month fixed term contract Office based working Supportive and experienced operations team Exposure to a professional, regulated environment Location This role is office based in Wakefield. Candidates should be within a reasonable commuting distance and comfortable working on site full time. If this Income Reconciliation Administrator job sounds like a good fit, apply now to find out more. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 07, 2026
Contractor
This Income Reconciliation Administrator job is a six month fixed term contract, created to provide urgent, hands on support within a busy financial services income function. If you already understand income reconciliation and are looking for a clear, well defined Income Reconciliation Administrator job where you can make an immediate impact, this short term opportunity could be ideal. In this Income Reconciliation Administrator job, you will take ownership of the day to day reconciliation of fees and commissions, ensuring income is recorded accurately and advisers are paid correctly and on time. This is a practical, office based Income Reconciliation Administrator job, suited to someone who can step in confidently with minimal hand holding and work closely with advisers and operations colleagues. As an Income Reconciliation Administrator, you will focus on maintaining accuracy, resolving discrepancies and supporting month end processes within a regulated environment. The Income Reconciliation Administrator job offers strong benefits for a fixed term contract and clear expectations from day one. As an Income Reconciliation Administrator, your responsibilities will include Recording payments received into company bank accounts Allocating fees and commissions against invoices using the back office system Investigating discrepancies and resolving income related queries Reviewing aged debt and chasing outstanding income Supporting month end processes and management information Maintaining clear and compliant audit trails This Income Reconciliation Administrator job suits someone who already understands how income reconciliation works within an IFA or financial services firm and is comfortable working in an office based, hands on role. Income Reconciliation Administrator Requirements Essential - experience in income, fee or commission reconciliation Essential - experience within an IFA, wealth management or regulated financial services environment Desirable - experience using CURO or a similar back office system Desirable - strong Excel and Microsoft Office capability The Company You will be joining a well established and growing financial services business with offices across the UK. The company operates in a regulated environment and is known for its structured processes and professional standards. Income Reconciliation Administrator Benefits Salary between 28,000 and 35,000 pa Six month fixed term contract Office based working Supportive and experienced operations team Exposure to a professional, regulated environment Location This role is office based in Wakefield. Candidates should be within a reasonable commuting distance and comfortable working on site full time. If this Income Reconciliation Administrator job sounds like a good fit, apply now to find out more. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
