Private Client Senior Associate - Tier 3 Location: Central London - hybrid Salary: 95,000 Experience: 6 PQE+ OVERVIEW Join a Tier 3 Legal 500 firm in London. The team advises UK and international high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs and business owners on complex private wealth matters including succession planning, trusts, estate administration and tax planning. RESPONSIBILITIES -Managing a varied Private Wealth caseload including wills, trusts, estate administration, succession and tax planning matters -Advising UK and international high-net-worth families on complex private wealth structures and cross-border matters -Drafting wills, letters of wishes, powers of attorney, trusts, deeds of appointment and related documentation -Handling trust formation and administration matters -Advising on taxation relevant to trusts, estates and estate planning -Managing client relationships and acting as a key point of contact on matters -Supervising, mentoring and delegating work to junior members of the team -Working collaboratively with colleagues across departments and with external advisers including foreign lawyers and professional advisers -Supporting business development initiatives and generating new business opportunities ABOUT YOU -Qualified Solicitor 6PQE+ in Private Wealth -Strong technical knowledge of trusts, estates, wills, probate and succession planning -Experience advising high-net-worth and ultra-high-net-worth individuals and families -Strong understanding of UK taxation relevant to trusts and estates -Experience working with international clients and cross-border matters advantageous -STEP qualified preferred BENEFITS -Hybrid flexibility -Clear structured career progression pathway -Direct client access and responsibility -Marketing and business development opportunities -Commission for new business generation -Strong team culture and supportive environment If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: E: removed) P: (phone number removed)
May 13, 2026
Full time
Private Client Senior Associate - Tier 3 Location: Central London - hybrid Salary: 95,000 Experience: 6 PQE+ OVERVIEW Join a Tier 3 Legal 500 firm in London. The team advises UK and international high-net-worth and ultra-high-net-worth individuals, families, entrepreneurs and business owners on complex private wealth matters including succession planning, trusts, estate administration and tax planning. RESPONSIBILITIES -Managing a varied Private Wealth caseload including wills, trusts, estate administration, succession and tax planning matters -Advising UK and international high-net-worth families on complex private wealth structures and cross-border matters -Drafting wills, letters of wishes, powers of attorney, trusts, deeds of appointment and related documentation -Handling trust formation and administration matters -Advising on taxation relevant to trusts, estates and estate planning -Managing client relationships and acting as a key point of contact on matters -Supervising, mentoring and delegating work to junior members of the team -Working collaboratively with colleagues across departments and with external advisers including foreign lawyers and professional advisers -Supporting business development initiatives and generating new business opportunities ABOUT YOU -Qualified Solicitor 6PQE+ in Private Wealth -Strong technical knowledge of trusts, estates, wills, probate and succession planning -Experience advising high-net-worth and ultra-high-net-worth individuals and families -Strong understanding of UK taxation relevant to trusts and estates -Experience working with international clients and cross-border matters advantageous -STEP qualified preferred BENEFITS -Hybrid flexibility -Clear structured career progression pathway -Direct client access and responsibility -Marketing and business development opportunities -Commission for new business generation -Strong team culture and supportive environment If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation: E: removed) P: (phone number removed)
Technical Administrator £24,500 - £30,000 Wimborne Minster Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with financial advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / Financial planning experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable Financial Planning environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.
May 13, 2026
Full time
Technical Administrator £24,500 - £30,000 Wimborne Minster Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with financial advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / Financial planning experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable Financial Planning environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.
Real Estate Solicitor Senior Associate Level (4+ PQE) Glasgow City Centre Flexible Hybrid Working This is a great opportunity for an experienced Real Estate Solicitor to step into a Senior Associate-level role within a busy Glasgow property practice. The position offers a broad mix of commercial and residential real estate work, high levels of client exposure and the chance to further develop your career in a collaborative and fast-moving environment. The role would suit someone who enjoys handling a varied caseload, providing practical commercial advice and building long-term client relationships while working closely with colleagues across the wider property team. What's on offer? Competitive salary, dependent on experience Hybrid office and home working Exposure to a wide range of real estate matters Clear scope for career progression Ongoing professional development Supportive and collegiate working culture The role You'll handle a diverse caseload covering both commercial and residential property matters. This will include acquisitions and disposals, leasing work and estate or portfolio management. The role involves drafting and negotiating property documentation such as leases, licences and ancillary agreements, as well as liaising directly with clients and other professional advisers to progress transactions efficiently. About you This role would suit a Real Estate Solicitor who: Is Scottish qualified with circa 4+ years' PQE Has experience across commercial and/or residential property transactions Manages matters confidently and meets deadlines effectively Takes a practical, commercial approach to property work Communicates clearly and professionally with clients Enjoys contributing to team development and client growth The environment You'll be joining a modern Glasgow-based practice where Solicitors are trusted with responsibility, supported by experienced colleagues and encouraged to progress at a sustainable pace. Flexible working is embedded and the culture is professional, pragmatic and collaborative. How to Apply: • Online: Apply with your updated CV via the provided link • Contact: For immediate consideration, contact Becky Newton at G2 Legal We look forward to hearing from you.
May 13, 2026
Full time
Real Estate Solicitor Senior Associate Level (4+ PQE) Glasgow City Centre Flexible Hybrid Working This is a great opportunity for an experienced Real Estate Solicitor to step into a Senior Associate-level role within a busy Glasgow property practice. The position offers a broad mix of commercial and residential real estate work, high levels of client exposure and the chance to further develop your career in a collaborative and fast-moving environment. The role would suit someone who enjoys handling a varied caseload, providing practical commercial advice and building long-term client relationships while working closely with colleagues across the wider property team. What's on offer? Competitive salary, dependent on experience Hybrid office and home working Exposure to a wide range of real estate matters Clear scope for career progression Ongoing professional development Supportive and collegiate working culture The role You'll handle a diverse caseload covering both commercial and residential property matters. This will include acquisitions and disposals, leasing work and estate or portfolio management. The role involves drafting and negotiating property documentation such as leases, licences and ancillary agreements, as well as liaising directly with clients and other professional advisers to progress transactions efficiently. About you This role would suit a Real Estate Solicitor who: Is Scottish qualified with circa 4+ years' PQE Has experience across commercial and/or residential property transactions Manages matters confidently and meets deadlines effectively Takes a practical, commercial approach to property work Communicates clearly and professionally with clients Enjoys contributing to team development and client growth The environment You'll be joining a modern Glasgow-based practice where Solicitors are trusted with responsibility, supported by experienced colleagues and encouraged to progress at a sustainable pace. Flexible working is embedded and the culture is professional, pragmatic and collaborative. How to Apply: • Online: Apply with your updated CV via the provided link • Contact: For immediate consideration, contact Becky Newton at G2 Legal We look forward to hearing from you.
Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Dorking Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 13, 2026
Full time
Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Dorking Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Commercial Property Solicitor Hybrid City A growing and highly regarded law firm is seeking an experienced Commercial Property Solicitor to join its expanding London team. This is an excellent opportunity for a commercially minded solicitor looking to handle high-quality work within a supportive and progressive environment. The Role You will manage a varied commercial property caseload, including: Acquisitions and disposals of commercial property (freehold and leasehold) Development site acquisitions and onward disposals Commercial landlord & tenant matters, including agreements for lease Real estate finance and secured lending transactions Investment and portfolio management work Managing transactions from instruction through to completion Liaising directly with clients, lenders, agents, and other professional advisers Providing clear, practical, and commercially focused legal advice Supporting Partners on complex and high-value transactions Assisting with business development and maintaining strong client relationships Requirements Qualified Solicitor Previous experience with a strong commercial property background Proven experience managing a varied caseload independently Strong technical knowledge and commercial awareness Experience acting for developers, investors, lenders, landlords, and tenants Excellent drafting, negotiation, and communication skills Organised, proactive, and able to manage competing deadlines effectively Strong client care skills with a professional and business-focused approach What's on Offer Competitive salary package Private health and life insurance High-quality work and strong client base Hybrid working Supportive and collaborative working environment Genuine career progression opportunities within a growing team For a confidential discussion or to apply, please contact us today
May 13, 2026
Full time
Commercial Property Solicitor Hybrid City A growing and highly regarded law firm is seeking an experienced Commercial Property Solicitor to join its expanding London team. This is an excellent opportunity for a commercially minded solicitor looking to handle high-quality work within a supportive and progressive environment. The Role You will manage a varied commercial property caseload, including: Acquisitions and disposals of commercial property (freehold and leasehold) Development site acquisitions and onward disposals Commercial landlord & tenant matters, including agreements for lease Real estate finance and secured lending transactions Investment and portfolio management work Managing transactions from instruction through to completion Liaising directly with clients, lenders, agents, and other professional advisers Providing clear, practical, and commercially focused legal advice Supporting Partners on complex and high-value transactions Assisting with business development and maintaining strong client relationships Requirements Qualified Solicitor Previous experience with a strong commercial property background Proven experience managing a varied caseload independently Strong technical knowledge and commercial awareness Experience acting for developers, investors, lenders, landlords, and tenants Excellent drafting, negotiation, and communication skills Organised, proactive, and able to manage competing deadlines effectively Strong client care skills with a professional and business-focused approach What's on Offer Competitive salary package Private health and life insurance High-quality work and strong client base Hybrid working Supportive and collaborative working environment Genuine career progression opportunities within a growing team For a confidential discussion or to apply, please contact us today
Corporate Tax Senior Manager We're working with a leading firm of Accountants and Business Advisers to recruit a Corporate Tax Senior Manager in the Glasgow area. This firm is a top ten accountancy firm in the UK and one of the largest SME practices, offering a wide network of employees and inspiring opportunities. Your New Role As a Senior Manager, you'll have the chance to oversee a small portfolio of key corporate clients, including their compliance process. A large part of your time will be spent supporting the Tax Partners in delivering tax advisory services to existing and new clients. You'll also manage the corporate tax team by listening to team members, conducting appraisals, providing coaching, and continually improving the quality and delivery of work. Establishing strong working relationships with your portfolio of clients through assignments and regular contact, including attending client meetings, will be key. What You'll Need to Succeed To be successful in this role, you'll need to be CTA/ACA/ACCA/CA (or equivalent) qualified. Exposure to multiple sectors is a distinct advantage, and previous Corporate Tax or Mixed Tax experience in a similar role within a practice environment is essential. Strong technical knowledge and the ability to research complex areas of tax legislation will also be crucial. What You'll Get in Return The benefits include hybrid and flexible working, birthday leave, professional subscriptions, and the opportunity to work with a diverse portfolio of clients. You'll also have long-term career progression within a dynamic and growing firm. Interested in hearing more about this opportunity? If this sounds like the right fit for you, click 'apply now' to forward an up-to-date copy of your CV, or give us a call. If this job isn't quite right for you, but you're looking for a new position, please contact us for a confidential discussion about your career. #
May 13, 2026
Full time
Corporate Tax Senior Manager We're working with a leading firm of Accountants and Business Advisers to recruit a Corporate Tax Senior Manager in the Glasgow area. This firm is a top ten accountancy firm in the UK and one of the largest SME practices, offering a wide network of employees and inspiring opportunities. Your New Role As a Senior Manager, you'll have the chance to oversee a small portfolio of key corporate clients, including their compliance process. A large part of your time will be spent supporting the Tax Partners in delivering tax advisory services to existing and new clients. You'll also manage the corporate tax team by listening to team members, conducting appraisals, providing coaching, and continually improving the quality and delivery of work. Establishing strong working relationships with your portfolio of clients through assignments and regular contact, including attending client meetings, will be key. What You'll Need to Succeed To be successful in this role, you'll need to be CTA/ACA/ACCA/CA (or equivalent) qualified. Exposure to multiple sectors is a distinct advantage, and previous Corporate Tax or Mixed Tax experience in a similar role within a practice environment is essential. Strong technical knowledge and the ability to research complex areas of tax legislation will also be crucial. What You'll Get in Return The benefits include hybrid and flexible working, birthday leave, professional subscriptions, and the opportunity to work with a diverse portfolio of clients. You'll also have long-term career progression within a dynamic and growing firm. Interested in hearing more about this opportunity? If this sounds like the right fit for you, click 'apply now' to forward an up-to-date copy of your CV, or give us a call. If this job isn't quite right for you, but you're looking for a new position, please contact us for a confidential discussion about your career. #
Commercial Strategy Director London £200,000 - £250,000 + Executive Bonus Structure Hybrid Working An established firm within the consultancy industry is looking to appoint a commercially experienced leader to work directly with SME business owners on strategic growth, performance improvement, operational structure, and exit planning. This opportunity is designed for individuals who have previously built, scaled, led, or exited businesses and now want to apply that experience in a high-level advisory environment. Clients expect commercially credible advisers who understand the realities of leadership, profitability, growth pressure, and long-term value creation. Corporate buzzwords alone rarely survive first contact with an actual business owner. Working across a broad range of sectors, the business already has an established and active client base throughout London , supported by proprietary financial analysis platforms and strategic business performance tools. The Role As a Commercial Strategy Director, you will partner directly with owner-managed businesses to provide strategic guidance across areas including: Commercial and financial performance analysis Organisational design and operational effectiveness Capacity and growth planning Profit improvement strategy Exit and succession preparation Long-term business value creation Leadership and strategic decision-making support The organisation operates across the wider consultancy industry and works with SMEs typically ranging from £1m to £20m turnover. What We're Looking For Experience leading, scaling, or exiting a business Strong commercial and financial understanding Comfortable operating at board and owner level Existing professional relationships within the SME market Strategic mindset combined with practical commercial judgement Background in leadership, consulting, entrepreneurship, finance, or commercial strategy Individuals with an established network, strong referral relationships, or an existing portfolio of senior business connections will be particularly well positioned. The business already provides a strong flow of opportunities, however consultants with proven market relationships and the ability to introduce additional client opportunities can unlock enhanced earnings and long-term commercial incentives. You do not need to come from an accounting or technical finance background. Full training will be provided on the proprietary advisory frameworks, financial analysis methodologies, and strategic consulting tools used within the business. What's On Offer £200,000 - £250,000 realistic earning potential Additional incentive structure linked to strategic client introductions and relationship development Hybrid working model across London Existing client base and established market presence Structured onboarding and ongoing advisory training Access to proprietary business analysis software and methodologies Long-term progression within a growing consultancy industry platform This Commercial Strategy Director is an opportunity for a senior commercial operator to move into a genuinely strategic advisory role where experience, relationships, and commercial credibility carry significant value.
May 13, 2026
Full time
Commercial Strategy Director London £200,000 - £250,000 + Executive Bonus Structure Hybrid Working An established firm within the consultancy industry is looking to appoint a commercially experienced leader to work directly with SME business owners on strategic growth, performance improvement, operational structure, and exit planning. This opportunity is designed for individuals who have previously built, scaled, led, or exited businesses and now want to apply that experience in a high-level advisory environment. Clients expect commercially credible advisers who understand the realities of leadership, profitability, growth pressure, and long-term value creation. Corporate buzzwords alone rarely survive first contact with an actual business owner. Working across a broad range of sectors, the business already has an established and active client base throughout London , supported by proprietary financial analysis platforms and strategic business performance tools. The Role As a Commercial Strategy Director, you will partner directly with owner-managed businesses to provide strategic guidance across areas including: Commercial and financial performance analysis Organisational design and operational effectiveness Capacity and growth planning Profit improvement strategy Exit and succession preparation Long-term business value creation Leadership and strategic decision-making support The organisation operates across the wider consultancy industry and works with SMEs typically ranging from £1m to £20m turnover. What We're Looking For Experience leading, scaling, or exiting a business Strong commercial and financial understanding Comfortable operating at board and owner level Existing professional relationships within the SME market Strategic mindset combined with practical commercial judgement Background in leadership, consulting, entrepreneurship, finance, or commercial strategy Individuals with an established network, strong referral relationships, or an existing portfolio of senior business connections will be particularly well positioned. The business already provides a strong flow of opportunities, however consultants with proven market relationships and the ability to introduce additional client opportunities can unlock enhanced earnings and long-term commercial incentives. You do not need to come from an accounting or technical finance background. Full training will be provided on the proprietary advisory frameworks, financial analysis methodologies, and strategic consulting tools used within the business. What's On Offer £200,000 - £250,000 realistic earning potential Additional incentive structure linked to strategic client introductions and relationship development Hybrid working model across London Existing client base and established market presence Structured onboarding and ongoing advisory training Access to proprietary business analysis software and methodologies Long-term progression within a growing consultancy industry platform This Commercial Strategy Director is an opportunity for a senior commercial operator to move into a genuinely strategic advisory role where experience, relationships, and commercial credibility carry significant value.
NXTGEN are pleased to be working in partnership with a progressive and forward-thinking financial services organisation that is committed to developing the next generation of Financial Advisers. With structured training, clear progression, and a people-first culture, this is an excellent opportunity to build a long-term career in financial advice. This role is ideal for individuals within financial services who are ready to step into an adviser position. Whether you're coming from an administration, paraplanning, or support background and are diploma qualified, or already in the early stages of your adviser journey, you'll benefit from comprehensive training and ongoing development to support your growth. You will work closely with clients to build strong, long-term relationships, delivering tailored financial advice across areas such as investments, pensions, protection, and estate planning, supported by cashflow modelling and strategic planning. Key Responsibilities Conduct client fact-finds to understand financial goals, risk, and circumstances Deliver tailored advice across investments, pensions, tax planning, and protection Manage and review client portfolios, making recommendations where appropriate Support clients with retirement planning and income strategies Provide protection and estate planning advice Maintain strong, ongoing client relationships through regular reviews Ensure all advice meets FCA regulations and compliance standards This is a thriving, high-growth business offering a clear progression pathway, a supportive and collaborative environment, and a strong focus on professional development and wellbeing. Salary DOE + benefits (available on request)
May 13, 2026
Full time
NXTGEN are pleased to be working in partnership with a progressive and forward-thinking financial services organisation that is committed to developing the next generation of Financial Advisers. With structured training, clear progression, and a people-first culture, this is an excellent opportunity to build a long-term career in financial advice. This role is ideal for individuals within financial services who are ready to step into an adviser position. Whether you're coming from an administration, paraplanning, or support background and are diploma qualified, or already in the early stages of your adviser journey, you'll benefit from comprehensive training and ongoing development to support your growth. You will work closely with clients to build strong, long-term relationships, delivering tailored financial advice across areas such as investments, pensions, protection, and estate planning, supported by cashflow modelling and strategic planning. Key Responsibilities Conduct client fact-finds to understand financial goals, risk, and circumstances Deliver tailored advice across investments, pensions, tax planning, and protection Manage and review client portfolios, making recommendations where appropriate Support clients with retirement planning and income strategies Provide protection and estate planning advice Maintain strong, ongoing client relationships through regular reviews Ensure all advice meets FCA regulations and compliance standards This is a thriving, high-growth business offering a clear progression pathway, a supportive and collaborative environment, and a strong focus on professional development and wellbeing. Salary DOE + benefits (available on request)
Senior HR Advisor Vacancy, Bradford, West Yorkshire Full time, 1 day in the office, 4 days WFH £38,000-£40,000 The client will also consider candidates looking to work 4 days per week or a 9 day fortnight. HR Recruit is working with an expanding consultancy organisation to recruit an experienced HR professional to join a growing team. The purpose of the role is to provide pragmatic, commercial, legally compliant and solution-orientated HR advice and guidance to line managers within our client businesses. They coach line managers to address and resolve Employee Relations issues with their teams promptly, in a manner that preserves the manager/employee relationship and builds competency and performance at all levels within the client's organisation. Role responsibilities Providing HR advice and guidance online and by telephone to our clients' line manager community across the full spectrum of ER issues, including dismissals, grievance/appeals and other complex scenarios. Escalating complex, risky or sensitive cases to appropriate colleagues, who may be in-house or sit within the client's business. Proactively and effectively managing ER cases, ensuring that key interventions such as suspensions are kept to a minimum and other case management events are progressed robustly without delay. Providing HR advice in line with client-specific service level agreements and business rules. Capturing and tracking all advice provided on the in-house case management system. Acting as a mentor or escalation point for HR Advisers and HR Assistants, providing supportive guidance on complex cases or taking over cases once they escalate beyond their role scope. Coaching in-house colleagues and supporting managers in our client businesses through the management of people issues, including commercially sensitive situations and how to handle the more "difficult conversations". Supporting occasional and ad hoc projects, be they in-house or to support HR transformation within our client businesses. Person specification Degree qualification in HR or a business-related subject, or CIPD Level 5 qualified, or Management or legal qualification Three or more years' HR experience within an advisory role having had significant exposure to complex ER issues. In-depth knowledge of employment legislation, solid experience in the application of company policies and procedures. Proficient with and comfortable using telephony and computer systems, particularly the Microsoft Office suite (Outlook, Word, Excel, One Drive, SharePoint etc.). Confident to communicate with managers and business owners at all levels, with a style that is clear, engaging, coaching and collaborative. Able to engage with and influence a wide range of service users. A committed team player who is driven to continuously improve and to encourage and support colleagues. Ability to work flexibly to deadlines and respond positively and constructively to feedback. You will be required to work one Saturday each month, with a day off in lieu during the week. In addition, you will work one bank holiday per year (excluding Christmas). Flexible working hours are available. In return, the role offers a salary of £38,000-£40,000, depending on experience, along with an excellent benefits
May 13, 2026
Full time
Senior HR Advisor Vacancy, Bradford, West Yorkshire Full time, 1 day in the office, 4 days WFH £38,000-£40,000 The client will also consider candidates looking to work 4 days per week or a 9 day fortnight. HR Recruit is working with an expanding consultancy organisation to recruit an experienced HR professional to join a growing team. The purpose of the role is to provide pragmatic, commercial, legally compliant and solution-orientated HR advice and guidance to line managers within our client businesses. They coach line managers to address and resolve Employee Relations issues with their teams promptly, in a manner that preserves the manager/employee relationship and builds competency and performance at all levels within the client's organisation. Role responsibilities Providing HR advice and guidance online and by telephone to our clients' line manager community across the full spectrum of ER issues, including dismissals, grievance/appeals and other complex scenarios. Escalating complex, risky or sensitive cases to appropriate colleagues, who may be in-house or sit within the client's business. Proactively and effectively managing ER cases, ensuring that key interventions such as suspensions are kept to a minimum and other case management events are progressed robustly without delay. Providing HR advice in line with client-specific service level agreements and business rules. Capturing and tracking all advice provided on the in-house case management system. Acting as a mentor or escalation point for HR Advisers and HR Assistants, providing supportive guidance on complex cases or taking over cases once they escalate beyond their role scope. Coaching in-house colleagues and supporting managers in our client businesses through the management of people issues, including commercially sensitive situations and how to handle the more "difficult conversations". Supporting occasional and ad hoc projects, be they in-house or to support HR transformation within our client businesses. Person specification Degree qualification in HR or a business-related subject, or CIPD Level 5 qualified, or Management or legal qualification Three or more years' HR experience within an advisory role having had significant exposure to complex ER issues. In-depth knowledge of employment legislation, solid experience in the application of company policies and procedures. Proficient with and comfortable using telephony and computer systems, particularly the Microsoft Office suite (Outlook, Word, Excel, One Drive, SharePoint etc.). Confident to communicate with managers and business owners at all levels, with a style that is clear, engaging, coaching and collaborative. Able to engage with and influence a wide range of service users. A committed team player who is driven to continuously improve and to encourage and support colleagues. Ability to work flexibly to deadlines and respond positively and constructively to feedback. You will be required to work one Saturday each month, with a day off in lieu during the week. In addition, you will work one bank holiday per year (excluding Christmas). Flexible working hours are available. In return, the role offers a salary of £38,000-£40,000, depending on experience, along with an excellent benefits
Financial Planner - Desk based North West, England Office Based / Hybrid Salary up to £45,000 + Bonus + Excellent Benefits An established and fast growing wealth management firm is looking to appoint a Financial Planner to join its innovative 'Path Finder' advisory team. This is a genuinely exciting opportunity to join a modern, forward thinking business that is investing heavily in technology, AI and scalable advice solutions to make financial planning more efficient, accessible and affordable for clients. The role is ideally suited to either: A qualified Financial Planner looking to gain more client facing experience and develop within a highly supportive environment or A more experienced adviser who no longer wants the pressure of constant business development, evening appointments or being on the road, and is instead looking for a stable, professional 9 to 5 role with clients provided. The Opportunity You will work with an existing pipeline of lower complexity clients, delivering a simplified advice proposition supported by advanced technology, AI driven efficiencies and a collaborative wider team. This is not a cold business development role. All clients are provided, allowing advisers to focus on delivering excellent advice and building client relationships without the stress of self generation targets. The business has significant funding in place, ambitious growth plans and a strong internal progression structure, making this an excellent long term career move. What's on Offer Salary up to £45,000 Bonus of 25% on all new business generated Existing clients and leads provided No expectation for late evening appointments or constant travel Strong paraplanning, admin and compliance support Excellent benefits package Modern technology led advice model Genuine progression opportunities within a rapidly growing firm Supportive and collaborative culture The Ideal Candidate Level 4 Diploma qualified as a minimum Passionate about delivering good client outcomes Strong communication and relationship building skills Professional and client focused approach Keen to develop within a progressive wealth management business This opportunity would suit advisers looking for a healthier work life balance, stronger support structure and a business committed to the future of financial advice.
May 12, 2026
Full time
Financial Planner - Desk based North West, England Office Based / Hybrid Salary up to £45,000 + Bonus + Excellent Benefits An established and fast growing wealth management firm is looking to appoint a Financial Planner to join its innovative 'Path Finder' advisory team. This is a genuinely exciting opportunity to join a modern, forward thinking business that is investing heavily in technology, AI and scalable advice solutions to make financial planning more efficient, accessible and affordable for clients. The role is ideally suited to either: A qualified Financial Planner looking to gain more client facing experience and develop within a highly supportive environment or A more experienced adviser who no longer wants the pressure of constant business development, evening appointments or being on the road, and is instead looking for a stable, professional 9 to 5 role with clients provided. The Opportunity You will work with an existing pipeline of lower complexity clients, delivering a simplified advice proposition supported by advanced technology, AI driven efficiencies and a collaborative wider team. This is not a cold business development role. All clients are provided, allowing advisers to focus on delivering excellent advice and building client relationships without the stress of self generation targets. The business has significant funding in place, ambitious growth plans and a strong internal progression structure, making this an excellent long term career move. What's on Offer Salary up to £45,000 Bonus of 25% on all new business generated Existing clients and leads provided No expectation for late evening appointments or constant travel Strong paraplanning, admin and compliance support Excellent benefits package Modern technology led advice model Genuine progression opportunities within a rapidly growing firm Supportive and collaborative culture The Ideal Candidate Level 4 Diploma qualified as a minimum Passionate about delivering good client outcomes Strong communication and relationship building skills Professional and client focused approach Keen to develop within a progressive wealth management business This opportunity would suit advisers looking for a healthier work life balance, stronger support structure and a business committed to the future of financial advice.
MHP Group is the integrated communications agency built for the Networked Age - a world that's increasingly connected, complex, polarised and activist. We lead the way in the application of behavioural science to solve communications challenges. We create strategies and multichannel campaigns to engage every audience, from consumer to policy maker, and from stakeholder to shareholder. With 230 experts in London, we are trusted by many of the world's leading businesses and brands. Our specialist teams include Brand & Reputation, Corporate Advisory & Capital Markets, Public Affairs, Strategic Media, Crisis & Risk, Change & Employee Engagement, Health, Financial Services, Technology, Mischief and Studio La Plage. The Team Within MHP Group, our Financial Services practice is one of the fastest growing parts of the business. We work with market shaping fintechs and scale ups alongside established incumbents and institutions, helping them build reputation, drive growth and influence debate. Our insurance credentials span: Global carriers, Lloyd's specialists and reinsurers Brokers, MGAs and specialty platforms PE backed and founder led growth businesses The team blends deep sector expertise, creative firepower and behavioural insight to deliver work that defines, elevates and amplifies client positioning. After five years of sustained growth - and a strong start to 2026 - this is a pivotal moment. We are investing in senior leadership to build the next chapter of our insurance offer. What We Do Insurance is operating in a rapidly shifting risk and reputational landscape. We help clients lead, not react. Our work focuses on: Clear, authoritative narratives that simplify complex risk Integrated strategies that unify corporate, financial, digital and stakeholder comms Reputation management in an environment shaped by cyber, climate, geopolitical and regulatory risk Why clients choose us: Trusted advisers to listed insurers, PE backed platforms and specialist operators Deep relationships across insurers, brokers, reinsurers and the media that shapes the agenda Proven experience on high stakes transactions and sensitive issues Daily engagement with the top tier mainstream and industry vertical press Creative news generation beyond mandated announcements Joined up strategies that deliver measurable impact The Role This is a senior leadership role within MHP Group's Financial Services business, with a clear mandate to help build and lead the insurance and risk practice. You will be both hands on and strategic: A trusted adviser to senior clients A leader and mentor to the team A commercial partner driving growth Working closely with senior colleagues across Financial Services, Brand & Reputation, Public Affairs and Digital, you will help shape the proposition, set standards and grow the franchise. This role suits someone with deep insurance expertise and a forward looking view of communications - excited by the opportunity to build something, not just run accounts. Key Responsibilities Practice leadership Help lead and develop MHP's Insurance & Risk proposition within Financial Services Set standards for client excellence, strategic thinking and delivery Act as a senior escalation point for clients and teams Client leadership Provide senior counsel to clients including Heads of Comms, CMOs, Founders and CEOs Lead high profile insurance accounts across retainers, projects and campaigns Advise on corporate positioning, reputation, transactions, issues and crises Growth & commercial performance Identify, shape and convert new business opportunities Lead pitches, RFPs and relationship driven growthDrive cross sell opportunities across MHP's wider offer Contribute to revenue growth, profitability and client retention targets Team development Build, mentor and motivate high performing teams Support training, development and progression Play an active role in attracting and retaining talent Agency leadership Be a senior member of the Financial Services leadership team Collaborate across disciplines to deliver integrated campaigns Help shape the strategic direction of the wider practice The Successful Candidate Will Have Experience & expertise Proven track record at Director or Senior Director level (or equivalent) Deep experience in insurance (GI, Specialty, insurtech and/or London Market) Broader financial services experience an advantage Client gravitas Confidence and credibility advising senior stakeholders under pressure Strong experience across reputation, corporate positioning and financial communications Crisis and issues management experience (response and preparedness) Media and communications excellence Strong understanding of the UK business and insurance media landscape Established national and trade media relationships Fluency across integrated campaigns, including digital and social Commercial mindset Demonstrable success in new business and organic growth Ability to spot opportunity, shape propositions and close deals Strong personal network and willingness to leverage it Leadership qualities Proven ability to lead and develop teams Highly organised, calm and effective under pressure A collaborative, positive presence who raises standards around them Personal attributes Passionate about the insurance sector and its evolution Forward thinking view of communications and reputation Ambitious, curious and motivated to build a market leading practice This is a rare opportunity to shape, lead and grow an insurance communications franchise inside one of the UK's most respected and creatively ambitious agencies. And in return, we offer: Excellent starting salary with annual reviews 25 days holiday allowance (+ bank holidays), a day off to celebrate your Birthday, 'Time4U' every month and office Christmas closure Matched pension contributions (up to 5%) Life Assurance Private Medical Insurance Employee Assistance Programme Season ticket loans and Cycle to work scheme Gym & Shopping discounts Access to our Learning Academy to support your career and personal growth Hybrid (up to 2 days remote working per week) 'Work from Anywhere' one week per year Click here to see the full list of Our benefits - MHP Group () Here at MHP Group, we are committed to creating an inclusive and a diverse workforce.
May 12, 2026
Full time
MHP Group is the integrated communications agency built for the Networked Age - a world that's increasingly connected, complex, polarised and activist. We lead the way in the application of behavioural science to solve communications challenges. We create strategies and multichannel campaigns to engage every audience, from consumer to policy maker, and from stakeholder to shareholder. With 230 experts in London, we are trusted by many of the world's leading businesses and brands. Our specialist teams include Brand & Reputation, Corporate Advisory & Capital Markets, Public Affairs, Strategic Media, Crisis & Risk, Change & Employee Engagement, Health, Financial Services, Technology, Mischief and Studio La Plage. The Team Within MHP Group, our Financial Services practice is one of the fastest growing parts of the business. We work with market shaping fintechs and scale ups alongside established incumbents and institutions, helping them build reputation, drive growth and influence debate. Our insurance credentials span: Global carriers, Lloyd's specialists and reinsurers Brokers, MGAs and specialty platforms PE backed and founder led growth businesses The team blends deep sector expertise, creative firepower and behavioural insight to deliver work that defines, elevates and amplifies client positioning. After five years of sustained growth - and a strong start to 2026 - this is a pivotal moment. We are investing in senior leadership to build the next chapter of our insurance offer. What We Do Insurance is operating in a rapidly shifting risk and reputational landscape. We help clients lead, not react. Our work focuses on: Clear, authoritative narratives that simplify complex risk Integrated strategies that unify corporate, financial, digital and stakeholder comms Reputation management in an environment shaped by cyber, climate, geopolitical and regulatory risk Why clients choose us: Trusted advisers to listed insurers, PE backed platforms and specialist operators Deep relationships across insurers, brokers, reinsurers and the media that shapes the agenda Proven experience on high stakes transactions and sensitive issues Daily engagement with the top tier mainstream and industry vertical press Creative news generation beyond mandated announcements Joined up strategies that deliver measurable impact The Role This is a senior leadership role within MHP Group's Financial Services business, with a clear mandate to help build and lead the insurance and risk practice. You will be both hands on and strategic: A trusted adviser to senior clients A leader and mentor to the team A commercial partner driving growth Working closely with senior colleagues across Financial Services, Brand & Reputation, Public Affairs and Digital, you will help shape the proposition, set standards and grow the franchise. This role suits someone with deep insurance expertise and a forward looking view of communications - excited by the opportunity to build something, not just run accounts. Key Responsibilities Practice leadership Help lead and develop MHP's Insurance & Risk proposition within Financial Services Set standards for client excellence, strategic thinking and delivery Act as a senior escalation point for clients and teams Client leadership Provide senior counsel to clients including Heads of Comms, CMOs, Founders and CEOs Lead high profile insurance accounts across retainers, projects and campaigns Advise on corporate positioning, reputation, transactions, issues and crises Growth & commercial performance Identify, shape and convert new business opportunities Lead pitches, RFPs and relationship driven growthDrive cross sell opportunities across MHP's wider offer Contribute to revenue growth, profitability and client retention targets Team development Build, mentor and motivate high performing teams Support training, development and progression Play an active role in attracting and retaining talent Agency leadership Be a senior member of the Financial Services leadership team Collaborate across disciplines to deliver integrated campaigns Help shape the strategic direction of the wider practice The Successful Candidate Will Have Experience & expertise Proven track record at Director or Senior Director level (or equivalent) Deep experience in insurance (GI, Specialty, insurtech and/or London Market) Broader financial services experience an advantage Client gravitas Confidence and credibility advising senior stakeholders under pressure Strong experience across reputation, corporate positioning and financial communications Crisis and issues management experience (response and preparedness) Media and communications excellence Strong understanding of the UK business and insurance media landscape Established national and trade media relationships Fluency across integrated campaigns, including digital and social Commercial mindset Demonstrable success in new business and organic growth Ability to spot opportunity, shape propositions and close deals Strong personal network and willingness to leverage it Leadership qualities Proven ability to lead and develop teams Highly organised, calm and effective under pressure A collaborative, positive presence who raises standards around them Personal attributes Passionate about the insurance sector and its evolution Forward thinking view of communications and reputation Ambitious, curious and motivated to build a market leading practice This is a rare opportunity to shape, lead and grow an insurance communications franchise inside one of the UK's most respected and creatively ambitious agencies. And in return, we offer: Excellent starting salary with annual reviews 25 days holiday allowance (+ bank holidays), a day off to celebrate your Birthday, 'Time4U' every month and office Christmas closure Matched pension contributions (up to 5%) Life Assurance Private Medical Insurance Employee Assistance Programme Season ticket loans and Cycle to work scheme Gym & Shopping discounts Access to our Learning Academy to support your career and personal growth Hybrid (up to 2 days remote working per week) 'Work from Anywhere' one week per year Click here to see the full list of Our benefits - MHP Group () Here at MHP Group, we are committed to creating an inclusive and a diverse workforce.
Audit Senior role live within Top 100 firm offering hybrid working & £35K-£45K pa Your new company - This firm is an award-winning group of chartered accountants, chartered tax advisers, business consultants and independent financial advisers with a reputation for innovation and excellence.- By building strong relationships, their specialist teams advise clients on growing their business in a profitable, sustainable and tax-efficient way. Their award-winning success is down to the expertise of some of the brightest accountants, auditors, tax specialists and financial advisers in the business. Your new role - Assisting in the execution of regulatory and statutory audits; liaising with clients; accounts preparation; corporate tax computations and support on ad hoc assignments for new and existing clients.- Providing a premium support audit service to the Supervising Manager and Associate, - Proactively assisting in the maintenance of current client relationships whilst also seeking to establish new client relationships. - Providing weekly, clear and prompt communication to managers in relation to timescales and deliverability of assignments. -Attending training courses and independently maintaining professional competence to meet CPE requirements of the professional body What you'll need to succeed - Must be ACCA or ACA-qualified- Have relevant practical experience - A practical audit and accounts experience gained from an accountancy practice - Knowledge of various software packages - Strong communication and teamwork skills What you'll get in return - Opportunity to progress your career from manager to senior manager and beyond- Hybrid working - Agile working hours and space - Relaxed 'Dress for your Day' policy - Paid overtime or take time off in lieu of working over your contracted hours - 25-day holiday plus bank holidays and the opportunity to purchase additional holiday days - Opportunity to join our Cash Plan scheme - Lifestyle Hub, where you receive discounts for online and high-street stores - Employee Assistance Program with additional well-being benefits - Employee Referral Program - Death in Service and associated benefits - 4% employer pension contributions What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
May 12, 2026
Full time
Audit Senior role live within Top 100 firm offering hybrid working & £35K-£45K pa Your new company - This firm is an award-winning group of chartered accountants, chartered tax advisers, business consultants and independent financial advisers with a reputation for innovation and excellence.- By building strong relationships, their specialist teams advise clients on growing their business in a profitable, sustainable and tax-efficient way. Their award-winning success is down to the expertise of some of the brightest accountants, auditors, tax specialists and financial advisers in the business. Your new role - Assisting in the execution of regulatory and statutory audits; liaising with clients; accounts preparation; corporate tax computations and support on ad hoc assignments for new and existing clients.- Providing a premium support audit service to the Supervising Manager and Associate, - Proactively assisting in the maintenance of current client relationships whilst also seeking to establish new client relationships. - Providing weekly, clear and prompt communication to managers in relation to timescales and deliverability of assignments. -Attending training courses and independently maintaining professional competence to meet CPE requirements of the professional body What you'll need to succeed - Must be ACCA or ACA-qualified- Have relevant practical experience - A practical audit and accounts experience gained from an accountancy practice - Knowledge of various software packages - Strong communication and teamwork skills What you'll get in return - Opportunity to progress your career from manager to senior manager and beyond- Hybrid working - Agile working hours and space - Relaxed 'Dress for your Day' policy - Paid overtime or take time off in lieu of working over your contracted hours - 25-day holiday plus bank holidays and the opportunity to purchase additional holiday days - Opportunity to join our Cash Plan scheme - Lifestyle Hub, where you receive discounts for online and high-street stores - Employee Assistance Program with additional well-being benefits - Employee Referral Program - Death in Service and associated benefits - 4% employer pension contributions What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Exchange Street Executive Search
Four Oaks, West Midlands
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
May 12, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Paraplanner Tenterden, Kent Permanent - Onsite - Monday to Friday, 9:00 am - 5:00 pm. Salary: competitive salary depending on experience. Benefits: 25 days per annum + 8 Bank Holidays, additional leave after 3 years service, Birthday Off as an extra day, Xmas Close, Annual Bonus Scheme, Pension, Private Medical Healthcare and Parking, Exam support and study funding available where required Are you a motivated Paraplanner eager to support a team of dedicated Advisers in delivering top-notch, compliant, and client-focused financial planning solutions? If you're ready to make a significant impact in a dynamic financial institution we want to hear from you! About the Role: We are seeking a proactive individual to join our team as a Paraplanner. This position is ideal for either a part-qualified Paraplanner progressing towards Diploma level or an experienced Paraplanner with a robust background in technical and report-writing expertise. Key Responsibilities: Crafting high-quality suitability reports covering investments, pensions, protection, retirement planning, and inheritance tax planning. Analysing client information and conducting comprehensive technical research. Structuring advice that aligns with client objectives and adheres to FCA requirements. Maintaining precise client records and workflows using Salesforce. Producing cash flow modelling and planning illustrations when necessary. Assisting Advisers with pre and post meeting preparations. Collaborating on complex planning cases and addressing technical queries. Staying updated on regulatory and legislative changes. Skills & Experience: Essential: Experience within a UK financial planning or paraplanning environment. Strong understanding of the regulated advice process. Excellent written communication skills with a keen eye for detail. Ability to juggle multiple cases and meet deadlines. Proficient in using Salesforce or similar CRM systems. Desirable: Experience independently writing suitability reports. In-depth knowledge of pensions and retirement planning. Familiarity with cash flow planning software. Qualifications: Part-qualified: Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent). Or experienced: Diploma-qualified or able to showcase substantial paraplanning experience. Exam support and study funding available where required. Whats on Offer: Competitive salary based on experience. Exam funding and study support. Clear progression opportunities to elevate your career. A supportive and professional working environment. If you're ready to take the next step in your career and become a vital part of our clients team, we encourage you to apply online with your up to date CV for consideration. This role is being managed by Debbie Foster - Office Angels - Tunbridge Wells - (url removed) - (phone number removed) Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
May 12, 2026
Full time
Paraplanner Tenterden, Kent Permanent - Onsite - Monday to Friday, 9:00 am - 5:00 pm. Salary: competitive salary depending on experience. Benefits: 25 days per annum + 8 Bank Holidays, additional leave after 3 years service, Birthday Off as an extra day, Xmas Close, Annual Bonus Scheme, Pension, Private Medical Healthcare and Parking, Exam support and study funding available where required Are you a motivated Paraplanner eager to support a team of dedicated Advisers in delivering top-notch, compliant, and client-focused financial planning solutions? If you're ready to make a significant impact in a dynamic financial institution we want to hear from you! About the Role: We are seeking a proactive individual to join our team as a Paraplanner. This position is ideal for either a part-qualified Paraplanner progressing towards Diploma level or an experienced Paraplanner with a robust background in technical and report-writing expertise. Key Responsibilities: Crafting high-quality suitability reports covering investments, pensions, protection, retirement planning, and inheritance tax planning. Analysing client information and conducting comprehensive technical research. Structuring advice that aligns with client objectives and adheres to FCA requirements. Maintaining precise client records and workflows using Salesforce. Producing cash flow modelling and planning illustrations when necessary. Assisting Advisers with pre and post meeting preparations. Collaborating on complex planning cases and addressing technical queries. Staying updated on regulatory and legislative changes. Skills & Experience: Essential: Experience within a UK financial planning or paraplanning environment. Strong understanding of the regulated advice process. Excellent written communication skills with a keen eye for detail. Ability to juggle multiple cases and meet deadlines. Proficient in using Salesforce or similar CRM systems. Desirable: Experience independently writing suitability reports. In-depth knowledge of pensions and retirement planning. Familiarity with cash flow planning software. Qualifications: Part-qualified: Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent). Or experienced: Diploma-qualified or able to showcase substantial paraplanning experience. Exam support and study funding available where required. Whats on Offer: Competitive salary based on experience. Exam funding and study support. Clear progression opportunities to elevate your career. A supportive and professional working environment. If you're ready to take the next step in your career and become a vital part of our clients team, we encourage you to apply online with your up to date CV for consideration. This role is being managed by Debbie Foster - Office Angels - Tunbridge Wells - (url removed) - (phone number removed) Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Your new company Abbeyfield Wey Valley Society presents a compelling opportunity if you are looking for a broad CFO role with the chance to make a true impact. The current incumbent, James believes "This is a very broad role and is perfect for someone who wants to be involved in more than just producing the Budgets & Management Accounts. There's a fair amount happening in the next five years, from a £5m extension to one of our homes, to expanding our offering to new areas and potentially building a new c £10m care home, as well as helping to formulate both strategy and tactics with the leadership team and CEO, Sally. Your colleagues are a great bunch of people, and you will love working with them! It really helps if you have a strong sense of humour, are outgoing and don't take yourself too seriously!" Your new role As Chief Financial Officer, you will work closely with the CEO, COO and Board, providing strategic financial leadership while ensuring robust operational management across finance, HR, legal matters and systems. This is a hands-on, fully office-based position, suited to someone who enjoys combining strategic oversight with day-to-day involvement and who thrives within a positive, fun and collaborative team culture.This is a broad and influential role with real scope to shape the Society's long-term direction and future success. Key responsibilities Strategy & Planning Support the development of organisational strategy and business planning. Use your knowledge and experience to proactively originate new ideas to discuss with the CEO. Identify funding opportunities and support budget development for new initiatives. Lead forward-looking financial strategies with a focus on risk, sustainability and growth. Oversee budgeting, capital planning and KPI frameworks. Operations Play an integral role in executive-level decision-making. Build strong, collaborative relationships across the organisation and support non-finance colleagues. Develop and enhance financial systems and processes. Manage investment relationships to maximise returns. Lead the finance function and oversee payroll, purchasing and transactional processes. Oversee due diligence, acquisitions and potential divestments. Lead the development and maintenance of the Society's IT systems. Financial Reporting Ensure accurate and timely reporting to the Charity Commission, Companies House, Homes England, the Regulator of Social Housing and the ONS. Present financial results and insights to the Board, Finance Committee and CEO. Financial Risk Management Identify key financial and operational risks and implement mitigation strategies. Oversee legal matters related to the Society's financial assets. Maintain robust internal controls and ensure full regulatory compliance. Review insurance cover and ensure audit readiness. Lead the relationship with external auditors and follow up on recommendations. Funding & Cash Management Lead cash flow management and financial forecasting. Arrange financing and third-party funding as required. Oversee investment portfolios and protect the Society's funds. Stakeholder & Third-Party Management Build strong relationships with banks, investment advisers and insurers. Represent the Society in financial and legal matters. Monitor and report third-party performance to the Board. Additional Responsibilities Maintain ongoing professional development. Promote equality, diversity and human rights within the organisation. Keep abreast of sector developments and relevant legislation. Undertake additional duties as required by the CEO. What you'll need to succeed Qualifications & Experience ACA/ACCA/CIMA (or equivalent) qualification. Minimum seven years' progressive experience, ideally within a not-for-profit environment or SME. At least three years at CFO or Finance Director level (exceptional Financial Controllers will be considered). Proven experience working with Boards and executive leadership. Excellent written and verbal communication skills. A collaborative approach with the ability to support and influence non-finance colleagues. A broad understanding of organisational performance beyond finance. Key Skills Strategic planning and organisational vision. Financial strategy, modelling and planning. Strong budgeting, forecasting and analytical skills. Experience improving systems and processes. Commercial acumen and sound financial judgement. Team leadership and cross-functional collaboration. Ability to review and interpret legal documentation. Acts as a trusted partner and sounding board to the CEO. Soft Skills Approachable, personable and easygoing style. A sense of humour and ability to build rapport. Intelligent, confident and clear-thinking. What you'll get in retu rn This is a wide-ranging and high-impact role that offers the opportunity to make a genuine difference within an established and values-led organisation. For an ambitious, proactive finance leader who enjoys a varied remit and strategic influence, this is an exceptional career opportunity.If you're looking for a meaningful leadership position within a supportive and forward-thinking organisation, we would welcome a conversation.This role offers an attractive salary, private healthcare, an attractive pension scheme and working with a fantastic bunch of people who truly love what they do! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now for an informal and completely private and confidential conversation.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
May 12, 2026
Full time
Your new company Abbeyfield Wey Valley Society presents a compelling opportunity if you are looking for a broad CFO role with the chance to make a true impact. The current incumbent, James believes "This is a very broad role and is perfect for someone who wants to be involved in more than just producing the Budgets & Management Accounts. There's a fair amount happening in the next five years, from a £5m extension to one of our homes, to expanding our offering to new areas and potentially building a new c £10m care home, as well as helping to formulate both strategy and tactics with the leadership team and CEO, Sally. Your colleagues are a great bunch of people, and you will love working with them! It really helps if you have a strong sense of humour, are outgoing and don't take yourself too seriously!" Your new role As Chief Financial Officer, you will work closely with the CEO, COO and Board, providing strategic financial leadership while ensuring robust operational management across finance, HR, legal matters and systems. This is a hands-on, fully office-based position, suited to someone who enjoys combining strategic oversight with day-to-day involvement and who thrives within a positive, fun and collaborative team culture.This is a broad and influential role with real scope to shape the Society's long-term direction and future success. Key responsibilities Strategy & Planning Support the development of organisational strategy and business planning. Use your knowledge and experience to proactively originate new ideas to discuss with the CEO. Identify funding opportunities and support budget development for new initiatives. Lead forward-looking financial strategies with a focus on risk, sustainability and growth. Oversee budgeting, capital planning and KPI frameworks. Operations Play an integral role in executive-level decision-making. Build strong, collaborative relationships across the organisation and support non-finance colleagues. Develop and enhance financial systems and processes. Manage investment relationships to maximise returns. Lead the finance function and oversee payroll, purchasing and transactional processes. Oversee due diligence, acquisitions and potential divestments. Lead the development and maintenance of the Society's IT systems. Financial Reporting Ensure accurate and timely reporting to the Charity Commission, Companies House, Homes England, the Regulator of Social Housing and the ONS. Present financial results and insights to the Board, Finance Committee and CEO. Financial Risk Management Identify key financial and operational risks and implement mitigation strategies. Oversee legal matters related to the Society's financial assets. Maintain robust internal controls and ensure full regulatory compliance. Review insurance cover and ensure audit readiness. Lead the relationship with external auditors and follow up on recommendations. Funding & Cash Management Lead cash flow management and financial forecasting. Arrange financing and third-party funding as required. Oversee investment portfolios and protect the Society's funds. Stakeholder & Third-Party Management Build strong relationships with banks, investment advisers and insurers. Represent the Society in financial and legal matters. Monitor and report third-party performance to the Board. Additional Responsibilities Maintain ongoing professional development. Promote equality, diversity and human rights within the organisation. Keep abreast of sector developments and relevant legislation. Undertake additional duties as required by the CEO. What you'll need to succeed Qualifications & Experience ACA/ACCA/CIMA (or equivalent) qualification. Minimum seven years' progressive experience, ideally within a not-for-profit environment or SME. At least three years at CFO or Finance Director level (exceptional Financial Controllers will be considered). Proven experience working with Boards and executive leadership. Excellent written and verbal communication skills. A collaborative approach with the ability to support and influence non-finance colleagues. A broad understanding of organisational performance beyond finance. Key Skills Strategic planning and organisational vision. Financial strategy, modelling and planning. Strong budgeting, forecasting and analytical skills. Experience improving systems and processes. Commercial acumen and sound financial judgement. Team leadership and cross-functional collaboration. Ability to review and interpret legal documentation. Acts as a trusted partner and sounding board to the CEO. Soft Skills Approachable, personable and easygoing style. A sense of humour and ability to build rapport. Intelligent, confident and clear-thinking. What you'll get in retu rn This is a wide-ranging and high-impact role that offers the opportunity to make a genuine difference within an established and values-led organisation. For an ambitious, proactive finance leader who enjoys a varied remit and strategic influence, this is an exceptional career opportunity.If you're looking for a meaningful leadership position within a supportive and forward-thinking organisation, we would welcome a conversation.This role offers an attractive salary, private healthcare, an attractive pension scheme and working with a fantastic bunch of people who truly love what they do! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now for an informal and completely private and confidential conversation.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Paraplanner (minimum level 4 qualified) Exeter Hybrid Working Salary - £45,000 - £50,000 (DOE & qualification) A fantastic opportunity has arisen for an experienced Paraplanner to join a highly regarded financial planning business in their growing Exeter office. Working closely with an experienced Financial Planning Director, you'll play a key role in delivering high quality, client focused financial planning advice and ongoing support to high-net-worth clients. The Role • Preparing and writing detailed suitability reports • Supporting annual client reviews • Producing cashflow modelling and research • Attending client meetings and preparing meeting notes • Working collaboratively with advisers and wider stakeholders • Contributing to process improvements and best practice initiatives What's on Offer • Hybrid working • Full exam support • Supportive and collaborative environment • Strong focus on professional development and progression • Opportunity to work with a highly experienced team About You • Minimum 3 years' paraplanning experience • Diploma qualified (essential) • Chartered status desirable • Strong technical knowledge across pensions, tax planning, investments and estate planning • Organised, proactive and client-focused approach If you're looking to join a respected firm where you can continue to develop your career in a supportive environment, we'd love to hear from you. Please feel free to get in touch for a confidential conversation.
May 12, 2026
Full time
Paraplanner (minimum level 4 qualified) Exeter Hybrid Working Salary - £45,000 - £50,000 (DOE & qualification) A fantastic opportunity has arisen for an experienced Paraplanner to join a highly regarded financial planning business in their growing Exeter office. Working closely with an experienced Financial Planning Director, you'll play a key role in delivering high quality, client focused financial planning advice and ongoing support to high-net-worth clients. The Role • Preparing and writing detailed suitability reports • Supporting annual client reviews • Producing cashflow modelling and research • Attending client meetings and preparing meeting notes • Working collaboratively with advisers and wider stakeholders • Contributing to process improvements and best practice initiatives What's on Offer • Hybrid working • Full exam support • Supportive and collaborative environment • Strong focus on professional development and progression • Opportunity to work with a highly experienced team About You • Minimum 3 years' paraplanning experience • Diploma qualified (essential) • Chartered status desirable • Strong technical knowledge across pensions, tax planning, investments and estate planning • Organised, proactive and client-focused approach If you're looking to join a respected firm where you can continue to develop your career in a supportive environment, we'd love to hear from you. Please feel free to get in touch for a confidential conversation.
Service Service Employment Agency Limited
Ipswich, Suffolk
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to £35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri
May 12, 2026
Full time
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to £35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri
Mortgage Operation Supervisor Leicester / Ipswich / Bradford (multi-site) Are you an experienced administrator with a passion for leadership and delivering outstanding customer service? We're looking for an Mortgage Operation Supervisor to support the day-to-day running of a busy mortgage and protection administration team. This is a fantastic opportunity to step into a leadership role where you'll play a key part in driving performance, developing people, and ensuring a smooth customer journey from application through to completion. The Role You'll support the Administration Team Manager in leading a team of Case Handlers, ensuring applications progress efficiently while maintaining exceptional service standards. Key responsibilities include: Managing and motivating a team to achieve performance targets and SLAs Supporting mortgage and protection cases from submission through to completion Communicating effectively with advisers, customers, lenders, solicitors, and other stakeholders Ensuring all documentation is accurate, complete, and submitted on time Monitoring case progress and keeping stakeholders informed Delivering coaching, feedback, and regular 1:1s to develop team members Maintaining compliance with regulatory requirements and data protection standards Contributing to a positive team culture and leading by example Deputising for the Administration Team Manager when required What We're Looking For Experience: Previous experience in an administrative leadership or supervisory role Background in financial services (mortgages and/or insurance preferred) Experience working with multiple stakeholders Skills & Attributes: Strong leadership and team development skills Excellent communication and organisational abilities High attention to detail and a methodical approach Ability to prioritise and manage multiple workloads Customer-focused with a proactive, solution-oriented mindset Resilient, adaptable, and motivated to drive results High level of integrity and professionalism Why Apply? Opportunity to lead and shape a high-performing team Varied and fast-paced role with real impact on customer outcomes Supportive environment with opportunities for development Multi-site exposure across the business Additional Information Travel between sites is required, including occasional overnight stays Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
May 11, 2026
Full time
Mortgage Operation Supervisor Leicester / Ipswich / Bradford (multi-site) Are you an experienced administrator with a passion for leadership and delivering outstanding customer service? We're looking for an Mortgage Operation Supervisor to support the day-to-day running of a busy mortgage and protection administration team. This is a fantastic opportunity to step into a leadership role where you'll play a key part in driving performance, developing people, and ensuring a smooth customer journey from application through to completion. The Role You'll support the Administration Team Manager in leading a team of Case Handlers, ensuring applications progress efficiently while maintaining exceptional service standards. Key responsibilities include: Managing and motivating a team to achieve performance targets and SLAs Supporting mortgage and protection cases from submission through to completion Communicating effectively with advisers, customers, lenders, solicitors, and other stakeholders Ensuring all documentation is accurate, complete, and submitted on time Monitoring case progress and keeping stakeholders informed Delivering coaching, feedback, and regular 1:1s to develop team members Maintaining compliance with regulatory requirements and data protection standards Contributing to a positive team culture and leading by example Deputising for the Administration Team Manager when required What We're Looking For Experience: Previous experience in an administrative leadership or supervisory role Background in financial services (mortgages and/or insurance preferred) Experience working with multiple stakeholders Skills & Attributes: Strong leadership and team development skills Excellent communication and organisational abilities High attention to detail and a methodical approach Ability to prioritise and manage multiple workloads Customer-focused with a proactive, solution-oriented mindset Resilient, adaptable, and motivated to drive results High level of integrity and professionalism Why Apply? Opportunity to lead and shape a high-performing team Varied and fast-paced role with real impact on customer outcomes Supportive environment with opportunities for development Multi-site exposure across the business Additional Information Travel between sites is required, including occasional overnight stays Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
IFA Administrator £25,000 to £30,000 (DOE) Birmingham (Office-Based) Study Support Quarterly Bonuses Internal Career Progression Off-Road Parking Are you looking to join a fast-growing and forward-thinking financial services company? Our client is a leading provider of mass-market financial services across the West Midlands. Their team values integrity, respect, and a family-friendly approach, and they're seeking a dedicated IFA Administrator to join their expanding business. About the Role: As an IFA Administrator, you ll be an integral part of the advisory team, supporting the smooth running of new business processes. You ll be working closely with advisers, clients, and providers to ensure the seamless progression of cases from initial enquiry to completion. With plenty of opportunities for internal growth and career development, you ll be supported in your professional journey and have the chance to gain further qualifications. Key Responsibilities: Collaborate with advisers to manage the full new business process through to completion Handle day-to-day client and provider inquiries efficiently Gather necessary information from providers Make outbound calls and handle inbound calls from clients and providers Prepare for client meetings by sourcing quotes, valuations, and relevant literature Submit applications and required documents to product providers Chase providers to ensure timely case completion and resolve any issues that arise Input new business proposals into the back-office system, ensuring accurate and up-to-date data for reporting Ensure all cases comply with company procedures and industry regulations Process fund switches and withdrawals as per client instructions Prepare and submit client reports What's On Offer: Competitive salary (£25,000 - £30,000 depending on experience) Study support to help you progress in your career Quarterly bonus schemes Opportunities for internal promotion and career development Off-road parking available at our Birmingham office If you re looking to join a dynamic, growing business with a strong focus on integrity and family values, we d love to hear from you! Apply today and take the next step in your career.
May 11, 2026
Full time
IFA Administrator £25,000 to £30,000 (DOE) Birmingham (Office-Based) Study Support Quarterly Bonuses Internal Career Progression Off-Road Parking Are you looking to join a fast-growing and forward-thinking financial services company? Our client is a leading provider of mass-market financial services across the West Midlands. Their team values integrity, respect, and a family-friendly approach, and they're seeking a dedicated IFA Administrator to join their expanding business. About the Role: As an IFA Administrator, you ll be an integral part of the advisory team, supporting the smooth running of new business processes. You ll be working closely with advisers, clients, and providers to ensure the seamless progression of cases from initial enquiry to completion. With plenty of opportunities for internal growth and career development, you ll be supported in your professional journey and have the chance to gain further qualifications. Key Responsibilities: Collaborate with advisers to manage the full new business process through to completion Handle day-to-day client and provider inquiries efficiently Gather necessary information from providers Make outbound calls and handle inbound calls from clients and providers Prepare for client meetings by sourcing quotes, valuations, and relevant literature Submit applications and required documents to product providers Chase providers to ensure timely case completion and resolve any issues that arise Input new business proposals into the back-office system, ensuring accurate and up-to-date data for reporting Ensure all cases comply with company procedures and industry regulations Process fund switches and withdrawals as per client instructions Prepare and submit client reports What's On Offer: Competitive salary (£25,000 - £30,000 depending on experience) Study support to help you progress in your career Quarterly bonus schemes Opportunities for internal promotion and career development Off-road parking available at our Birmingham office If you re looking to join a dynamic, growing business with a strong focus on integrity and family values, we d love to hear from you! Apply today and take the next step in your career.
Client Support Specialist Braintree £25,000-£30,000 This is an opportunity to join an established wealth management practice, offering a clear pathway to complete professional qualifications and progress into paraplanning and, longer term, advisory roles. You'll be supporting advisers and clients through the full advice process in a structured and professional environment, gaining exposure across all areas of financial planning. The Role You'll play a key part in supporting the day-to-day running of the office, ensuring advisers are fully prepared and clients receive a smooth, well-managed experience throughout the advice process. Your responsibilities will include: Providing high-quality administrative and technical support to advisers Preparing client files, meeting packs, illustrations, and compliance documentation Processing new business accurately and ensuring all cases are fully documented Progressing applications with providers, clients, and third parties Handling client and third-party queries professionally via phone and email Booking client appointments and supporting adviser workflows Maintaining accurate records across CRM systems (including Salesforce) Supporting with Letters of Authority and case progression What You'll Need Previous experience in an administrative or client support role (financial services preferred) Strong organisational skills and ability to manage multiple tasks High attention to detail and accuracy Confident communication skills, both written and verbal Experience with CRM systems (Salesforce desirable) Good working knowledge of Microsoft Office Development & Progression This role offers a clear pathway for someone looking to build a long-term career in financial planning. You'll be supported in working towards professional qualifications, with the opportunity to develop into paraplanning and advisory. The Environment You'll be joining a collaborative and professional team where: Client service is a genuine priority Processes are structured and compliant Teamwork and communication are valued You'll gain exposure to the full client journey Why consider this role? If you're currently in a support role and looking to build a long-term career within financial planning, this offers a structured environment with clear progression and genuine development opportunities.
May 11, 2026
Full time
Client Support Specialist Braintree £25,000-£30,000 This is an opportunity to join an established wealth management practice, offering a clear pathway to complete professional qualifications and progress into paraplanning and, longer term, advisory roles. You'll be supporting advisers and clients through the full advice process in a structured and professional environment, gaining exposure across all areas of financial planning. The Role You'll play a key part in supporting the day-to-day running of the office, ensuring advisers are fully prepared and clients receive a smooth, well-managed experience throughout the advice process. Your responsibilities will include: Providing high-quality administrative and technical support to advisers Preparing client files, meeting packs, illustrations, and compliance documentation Processing new business accurately and ensuring all cases are fully documented Progressing applications with providers, clients, and third parties Handling client and third-party queries professionally via phone and email Booking client appointments and supporting adviser workflows Maintaining accurate records across CRM systems (including Salesforce) Supporting with Letters of Authority and case progression What You'll Need Previous experience in an administrative or client support role (financial services preferred) Strong organisational skills and ability to manage multiple tasks High attention to detail and accuracy Confident communication skills, both written and verbal Experience with CRM systems (Salesforce desirable) Good working knowledge of Microsoft Office Development & Progression This role offers a clear pathway for someone looking to build a long-term career in financial planning. You'll be supported in working towards professional qualifications, with the opportunity to develop into paraplanning and advisory. The Environment You'll be joining a collaborative and professional team where: Client service is a genuine priority Processes are structured and compliant Teamwork and communication are valued You'll gain exposure to the full client journey Why consider this role? If you're currently in a support role and looking to build a long-term career within financial planning, this offers a structured environment with clear progression and genuine development opportunities.
