529 jobs found

SENIOR MORTGAGE & PROTECTION ADVISER Whole of Market Fully CeMAP/CII Qualified Career Progression Role Are you a fully CeMAP qualified, CII certified Mortgage & Protection Adviser looking for a senior role where your expertise genuinely counts? Step into a position that gives you autonomy, progression, and the chance to make a real impact on clients' financial futures. You'll deliver high quality mortgage and protection advice, mentor junior advisers, and build long term client relationships whilst staying at the forefront of industry knowledge and lender updates. Salary 35-40K depending on experience + c. 50-75K OTE uncapped What you'll be doing Conducting in depth consultations to understand clients' financial goals and circumstances Meeting clients in person, at home, in the office, or remotely via Teams/Zoom Advising on a full range of mortgage products: first time buyer, remortgage, buy to let, commercial, and equity release Recommending tailored protection solutions including life cover, critical illness and income protection Preparing and submitting accurate mortgage applications with full compliance Keeping up to date with regulations, lender criteria and market changes through webinars, networking and CPD Maintaining detailed, compliant client records Building strong relationships with provider BDMs to stay ahead of product updates Supporting clients with ongoing financial planning needs Collaborating with lenders, insurers and other professionals to ensure smooth case progression Mentoring a junior adviser as part of your senior responsibilities The ideal Senior Mortgage & Protection Adviser will need, Minimum 3 years' experience as a Mortgage & Protection Adviser CeMAP + CII Level 3 Equity Release - essential Whole of Market experience using systems such as Mortgage Brain, iPipeline, CI Expert Strong communication, accuracy and attention to detail Experience with Intelliflo (IO) or similar Organised, proactive and confident managing your diary A rewarding senior role for someone who loves delivering high quality advice and building long term client relationships.

Tax Manager Salary: £45,000 - £55,000 Excellent Benefits and perks Free daily parking. Hybrid approach, 1 day from home. Generous holiday allowance Outstanding support for career development. An established and highly respected independent accountancy and advisory firm is seeking an experienced Tax Manager to join its growing Tax team. You will lead on a diverse range of tax projects as well as managing tax compliance and reporting. Or client advises larger privately owned businesses, corporate groups and companies with UK interests. Core Duties and Responsibilities Review Returns: Evaluate complex corporate, partnership, and individual tax filings. Manage Deadlines: Coordinate timely submissions to prevent penalties or audits. Prepare tax provisions for quarterly and annual financial statements. Audit Support: Act as the primary liaison for internal and external tax audits. Identify potential tax risks and design internal control policies. Research tax laws to structure transactions efficiently. Guide executive leadership on the tax impact of mergers or expansions. Delegate tasks to ensure efficient department operations. Experience and Qaulifications Bachelor s degree in Accounting, Finance, or a related discipline. Certified Public Accountant (CPA) or Chartered Tax Adviser (CTA) qualified. 4+ years of experience in public accounting or corporate tax. Practical experience with OMB tax issues to include income tax, corporation tax, capital gains tax and inheritance tax. Deep understanding of accounting principles and tax codes.

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home after successful completion of probationary period. Salary £35,000 - £41,200 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered. Duties and responsibilities include: Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing Managing your own workflow whilst using your initiative to meet agreed service levels You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. Excellent organisational and communication skills. Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience required: Experience of producing bespoke technical suitability reports. An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems. Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports. Fund performance and risk analysis Cash flow modelling. Manage complex cases, from inception to completion and find solutions to technical problems. Manage queries and provide suitable remedies. Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence. You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Job Title: Finance Business Partner Location: Office based Contract: Maternity Cover Hours: Flexible Reporting to: CEO Level: Senior / Executive Leadership Team Role Overview As Finance Business Partner, you will play a pivotal role in providing financial insight, supporting strategic initiatives, and driving business performance accross the company. Reporting directly to the Chief Financial Officer, you will act as a trusted adviser to operational leaders and senior stakeholders, ensuring financial and operational data is translated into clear, actionable insights. This is a highly collaborative and commercially focused role, giving you the opportunity to influence decision-making at a strategic level while driving improvements to financial processes and systems. Key Responsibilities Act as a business partner to operational teams, providing financial insight, challenge, and support for decision-making Lead the budgeting and forecasting process for designated business areas, ensuring alignment with company strategy Monitor performance using financial and non-financial KPIs, highlighting trends, risks, and opportunities Deliver accurate and timely management reporting to inform strategic decisions Support financial accounting processes, ensuring compliance with reporting standards and internal controls Collaborate with cross-functional teams on commercial initiatives and strategic projects Drive process improvements to enhance efficiency, accuracy, and consistency of reporting Analyse operational and financial data to support cost control, efficiency, and profitability Promote the effective use of systems and technology to improve reporting and analysis Experience Required CIMA qualification (or equivalent experience) Proven experience as a Finance Business Partner or in a commercially focused finance role Strong data analysis skills with advanced Excel; ERP or financial systems knowledge desirable Ability to present complex financial data clearly to non-financial stakeholders Proactive approach with excellent problem-solving and process improvement skills Strong communication and relationship-building abilities, with the confidence to challenge constructively Analytical mindset with high attention to detail

Financial Planning Administrator Ayrshire£28,000 - £30,000 + benefits Join a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture. You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment. The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning. What you'll do As a Financial Planning Administrator, you'll provide high-level administrative support across the practice, including: Supporting multiple advisers and the Practice Manager with client and office administration Acting as a key point of contact for clients, providers and third parties Preparing client files, including compliance documentation, research, illustrations and supporting paperwork Ensuring all client records are accurate, complete and up to date Processing applications accurately and tracking cases through to completion Progressing new business with providers and resolving queries in a timely manner Managing diaries and coordinating client appointments Maintaining review systems and supporting ongoing client servicing Contributing to team meetings and maintaining high professional standards at all times What you'll need Previous experience in a Wealth Management / Financial Planning Administrator position Experience working in Financial Planning, Wealth Management, or similar Financial Services firm Understanding of pensions, investments and protection What's in it for you Financial support and encouragement to work towards professional qualifications Hybrid working to support a healthy work-life balance 25 days annual leave plus bank holidays Private Medical Insurance Death in Service benefit A relaxed, friendly and professional working environment Stability, structure, and a long-term career path rather than a short-term role Exposure to experienced advisers and a well-run advice process A genuinely supportive team where your contribution is recognised and valued If you're interested, please Apply now, or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.

Head of Tax Liverpool To £85,000 + benefits and very hybrid Our client is a large prestigious client based in Liverpool and we are looking to recruit to the role of Head of Tax. The role will be varied and reporting into the Chief Financial Officer you will oversee the organisation s tax compliance, advisory, and strategic tax planning activities across a complex and diverse organisation. You will lead the tax function, providing expert guidance on UK and international tax matters while supporting strategic decision-making across commercial, and operational activities. You will play a key role in ensuring the organisation and its subsidiaries maintain the highest standards of compliance, governance, and financial stewardship. This is an exciting opportunity for an experienced tax leader to influence strategic initiatives, support innovation, and help shape tax-efficient practices within a world-class environment. The Role Ensure compliance with evolving tax legislation while delivering commercially focused advice that supports long-term objectives. Lead and develop a professional tax team, manage relationships with HMRC and external advisers, and act as the principal expert on all tax-related matters. Develop and deliver a comprehensive tax strategy Advise senior leadership on the tax implications of major strategic initiatives, including international activities, capital programmes, research collaborations, and commercial ventures. Ensure full compliance with UK and international tax legislation, including VAT, Corporation Tax, PAYE/NIC, Employment Taxes, and Customs Duties. Manage tax audits, reviews, and enquiries from HMRC and other tax authorities. Develop and maintain the Groups Tax Risk Register, ensuring effective risk mitigation and escalation processes. Ideally you will hold a professional tax qualification and have the ability to develop and maintain long standing internal and external relationships. This will be a high profile role and an opportunity to be able to influence how tax is delivered across the group. Benefits 3o days holiday + shut down at Christmas + statutory days Very hybrid Defined salary pension

Senior Finance Business Partner Our vision is for safe and effective nursing and midwifery practice across the four countries of the UK - regulated and supported by the NMC - a fit for the future organisation, with fairness and equity at the heart of everything we do. Our role is to protect the public and maintain confidence in the nursing and midwifery professions. As the largest independent regulator in Europe of more than 860,000 nursing and midwifery professionals, we have a crucial role in making this a reality. We do this by setting and promoting high education and professional standards for all future and registered nurses and midwives in the UK and nursing associates in England. We also ensure every nurse, midwife and nursing associate on our Register meets clear standards of conduct and practice which protects the public and the reputation of our professions. We have a duty to investigate concerns and to take steps to protect the public in the relatively rare instances where we need to limit or restrict a nurse, midwife or nursing associate's right to practise. We are building a new NMC with integrity, fairness, respect, equity and effectiveness at its core. We are determined to improve and modernise our culture and ways of working. This will ensure that the public and professionals feel confident in our work. Finance Business Partner Opportunities Senior Finance Business Partner & Operational Finance Business Partner Shape decisions. Drive performance. Make a meaningful impact. At the Nursing and Midwifery Council (NMC), finance plays a vital role in helping us deliver our purpose of regulating nursing and midwifery professionals in the public interest. We're strengthening our Finance Business Partnering function and are looking for two exceptional finance professionals to join us in newly enhanced strategic roles. Whether you're an experienced strategic finance leader looking to influence organisation-wide decisions, or a commercially minded finance partner with a passion for operational insight and transformation, these opportunities offer the chance to make a real difference in a complex and evolving organisation. About the Team Our Finance team is transforming the way financial insight supports decision-making across the NMC. We are moving beyond traditional reporting to become trusted advisers, helping leaders understand performance, manage risk, optimise resources and make informed decisions that deliver lasting value. Working in partnership with colleagues across the organisation, our Finance Business Partners provide robust challenge, meaningful analysis and forward-looking insight that helps shape strategy, improve performance and support delivery of our organisational priorities. You'll join a collaborative, ambitious team that values integrity, accountability, inclusion and continuous improvement. Your Role & Impact Senior Finance Business Partner As a Senior Finance Business Partner, you'll be a key strategic adviser to Executive Directors and senior leaders, providing financial leadership that influences major decisions across the organisation. You'll lead budgeting, forecasting and long-term financial planning processes while delivering sophisticated analysis, modelling and scenario planning that helps leaders understand risks, opportunities and strategic trade-offs. You'll challenge assumptions, support investment decisions and help drive a culture of financial accountability and performance. This role is ideal for someone who enjoys operating at a strategic level, influencing senior stakeholders and translating complex financial information into clear, actionable insight. Key areas of impact include: Strategic business partnering with Executive Directors and senior leadership teams Leading budgeting, forecasting and financial planning processes Financial modelling, scenario analysis and business case development Driving organisational performance through insightful reporting and challenge Supporting financial governance, risk management and continuous improvement Developing and mentoring finance colleagues Operational Finance Business Partner This newly created role offers a unique opportunity to embed financial expertise directly within our Professional Regulation Directorate. As the Operational Finance Business Partner, you'll work closely with operational leaders to transform how the Directorate understands its costs, workforce requirements and operational performance. You'll lead the development of activity-based costing models, workforce planning tools and benefits tracking frameworks that provide unprecedented visibility into operational performance and resource utilisation. You'll partner with senior operational stakeholders to identify opportunities, challenge assumptions and support major transformation initiatives through robust financial analysis and decision support. Key areas of impact include: Designing and implementing Activity-Based Costing methodologies Developing workforce and capacity planning models Supporting major transformation and improvement programmes Delivering detailed operational cost analysis and performance insights Enhancing forecasting accuracy through activity-based planning Identifying and quantifying cost efficiencies, benefits and operational risks Building financial capability across operational teams What You'll Bring For both roles, you'll be a qualified accountant (ACA, ACCA, CIMA or equivalent) with proven experience in finance business partnering and a track record of influencing decision-making through high-quality financial insight. You'll bring: Strong commercial and analytical thinking Excellent stakeholder management and influencing skills The confidence to provide constructive challenge at senior levels Advanced financial modelling and problem-solving capability The ability to communicate complex financial information clearly to non-finance audiences A proactive, collaborative and solutions-focused approach Experience operating successfully within complex and changing environments Senior Finance Business Partner You'll additionally have experience of: Partnering with Executive Directors and senior leadership teams Leading budgeting, forecasting and strategic planning processes Building sophisticated financial models and scenario analysis Supporting investment decisions, business cases and organisational change Leading or developing finance teams Operational Finance Business Partner You'll additionally have experience of: Activity-Based Costing (ABC) or similar unit-costing methodologies Workforce and capacity modelling Financial analysis within operational or service delivery environments Benefits realisation and transformation programme support Linking operational performance drivers to financial outcomes Why Join Us? You'll be joining an organisation committed to making a positive difference to public protection and professional regulation. In return, we offer meaningful work, opportunities for professional development and the chance to influence decisions that have a significant organisational impact. If you're looking for a role where your financial expertise can help shape strategy, improve performance and drive meaningful change, we'd love to hear from you. Benefits 30 days annual leave Enhanced Pension Contributions via our attractive Pension Scheme - with a basic 8% employer contribution as standard which increases up to 14% with optional added Employee Contributions Life Insurance - 4 x current salary Hybrid working Enhanced Maternity and Paternity Leave 24 Hours Employee Assistance Programme Cycle to Work Scheme Perkbox membership Subsidised restaurant in our Portland Place office Season ticket loans Additional Information The role you are applying for is a flexible role, and whilst you will be posted initially to a team, this may require movement between teams as the flow of work dictates. You will of course understand that this flexible approach enables us to provide the best possible service to our registrants and reach the outcomes to our cases quickly and within a reasonable timeframe. This will not change your terms and conditions and will be discussed with you prior to you taking up the post. Hybrid Working Policy We are currently working to a policy of office attendance for two days per week with the rest of the time working from home. Before submitting your application, please ensure you are able to commit to working in one of our office locations twice per week. If you are applying for a part-time role, please pro-rata office attendance based on the number of days you would be working. Our Pay Policy It is expected that staff new to the NMC will ordinarily be appointed to the bottom of the relevant pay band. However in exceptional circumstances, it may be possible to offer a salary above the bottom of the relevant pay band but we may request proof of current earnings. Please note that we offer an annual review of salaries and adopt a generous progressive pay approach . click apply for full job details

Job Description The Independent Football Regulator The Independent Football Regulator (IFR) has been established to protect and promote the sustainability of English football, for the benefit of fans and the local communities football clubs serve. The IFR will help improve financial sustainability of clubs, ensure resilience across the leagues, and safeguard the heritage of English football. It will operate a licensing regime; set corporate governance standards and monitor, protect, and promote financial resilience. It will also enforce compliance with requirements on financial regulation, club ownership and directors, fan engagement, and heritage protection. The IFR will also have powers to prohibit clubs from joining competitions that are not fair or meritocratic, or that threaten the heritage or sustainability of English football. The Legal Team The IFR's legal team plays a core role in advising and supporting all areas of our functions. This work will include advising, amongst other issues, on the IFR's powers and obligations, current and future consultation exercises, the legal risks attaching to different regulatory strategies and approaches, regulatory investigations and enforcement, litigation and appeals, the IFR's decision-making obligations, corporate governance and wider public law issues. The Role The IFR is looking to add an additional lawyer with significant corporate law experience to add to/compliment the existing expertise within the IFR's legal function which currently comprises 8 lawyers with a range of public, regulatory, commercial and litigation skills/backgrounds. The role will be b based in our Manchester office. Essential Requirements Post qualification experience advising on corporate law matters including the following: complex corporate ownership structures mergers and acquisitions/investments including in a multi-jurisdictional setting corporate governance and decision-making processes general corporate advisory work, including advising on the Companies Act 2006 The ability to work effectively in a wider team and build trusted relationships with colleagues, clients and others Have a track record of picking up new and complex areas of legal work quickly and providing context-appropriate corporate advice in high-profile and fast-moving situations. The ability to effectively managing legal risk, providing sound legal direction, leadership and oversight to ensure quality outcomes. Creative thinking and excellent judgement to deliver authoritative and credible legal advice, at pace, to facilitate practical solutions. Desirable Skills Experience in public law (ideally working for a regulator) and/or insolvency law Academic and Professional Qualifications Applicants should have a minimum of a 2:2 honours degree in their first degree, in any subject. Where an applicant holds an overseas degree qualification this should be equivalent to a 2:2 degree. We will consider applicants who do not have a 2:2 degree but only where satisfactory evidence of equivalent high level academic and/or professional achievement can be provided (e.g. via relevant experience and results achieved for the Graduate Diploma in Law (GDL)/CPE, Legal Practice Course (LPC), Bar Professional Training Course (BPTC . Applicants must be qualified to practise as a Solicitor, Barrister or Chartered Legal Executive in England and Wales however, we also accept applications from overseas qualified candidates. You must have completed a training contract/pupillage/qualifying employment or have been exempted from this by the Solicitors Regulation Authority and the Bar Standards Board or CILEx. Please note that candidates cannot apply more than 3 months before their qualification date. Professional entry criteria for Chartered Legal Executives (i.e. Fellows): Chartered Legal Executives are eligible to apply where (i) a Qualifying Law Degree (QLD) is held; or (ii) the Graduate Diploma in Law (GDL)/CPE has been completed; or (iii) where exams have been passed (i.e. a score of 50% or above achieved), at CILEx Level 6 , in all of the following seven foundation subjects in law: Contract Law; Criminal Law; Equity and Trusts Law; European Union Law; Land Law; Public Law; Law of Tort Note: There are specific requirements relating to academic achievement in the CILEx Level 6 exams where these are being used to demonstrate 2:2 degree equivalence. Chartered Legal Executives should note that we will be willing to accept an overall average score of 65% or above across exams passed in the seven foundation subjects in law (where studied at CILEx Level 6) as demonstrating 2.2 degree equivalence, where a 2.2 degree is not held. Information Session We are running an information session where prospective applicants can find out more about the role. This will be hosted by members of the IFR legal team and will take place on: Wednesday 1st July at 10.00am The session will be an opportunity to hear more about the role, the team and wider directorate and the department. It will also be an opportunity for you to ask any questions. Please register your interest by filling out this form and you will be sent an invitation. The invites will be sent the night before the session. The sessions are not recorded. Please note that the session will not focus on the IFR recruitment process - please direct any queries that you have on this topic (timelines, reasonable adjustments, onboarding etc) to Terms and Conditions of Employment If successful you will join a Non Departmental Public Body and will be employed as a Public Servant. If you are an existing Civil Servant or a DCMS employee you will no longer have access to Civil Service benefits including the Civil Service pension. The terms and conditions of employment include: Pension 12% An employee contribution of 5%, with an employer contribution of 7%. Flexible Benefit 8% Employees can choose to invest 8% of their base salary into their pension, or take as cash (post tax) Reward we will have a performance based reward programme. 31.5 days annual leave Flexible and hybrid working, 40% in office attendance Occupational sick pay 9 months paid Maternity Leave + generous paternity and adoption leave. A bespoke L&D programme to help you achieve your personal CPD, including paid membership fees Cycle-to-work scheme and much more! How to Apply To apply for this vacancy, you will need to submit the following documents which will assessed against experience ACV setting out your career history, with key responsibilities and achievements. Please ensure you provide employment history that relates to the essential and desirable criteria, and that any gaps in employment history within the last 2 years are explained. The CV should not exceed more than 2 x A4 pages and you should insert your CV into the "Job History" section on Civil Service Jobs on the Civil Service Jobs application form. A Statement of Suitability (a maximum of 500 words) explaining how you consider your personal skills, qualities and experience provide evidence of your suitability for the role in reference to the essential requirements highlighted and explain how you consider your personal skills, qualities and experience evidence your suitability. You may also choose to reference the desirable skills listed however these will not be considered in the assessment of your application except in circumstances where there are a high number and calibre of candidates. For the shortlist, we will select applicants demonstrating the best fit for the role by considering the evidence provided in your application. In the event of a large number of applicants, an initial review will be conducted on the statement of suitability only. Those who are successful in the initial review will then be scored on all elements of the application. The Interview The interview process will consist of two rounds: First Round A presentation with a Q&A session followed by competency-style questions. The presentation title and competency questions will be sent out in advance of the interview. Second round A more general discussion around your CV and experience. Your first round interview will take place online and your second round interview will take place in person at the IFR's Manchester Office. Further Information A reserve list may be held for a period of 12 months from which further appointments can be made. The IFR has a location neutral pay scale. For more information on this, please see the 'Candidate Information Pack' attached. Reasonable Adjustments We are committed to supporting candidates so they can perform at their best throughout the recruitment process. This includes making reasonable adjustments to our process. To request an adjustment, please email Accessibility If you are experiencing accessibility difficulties with any of the attachments, please contact us. Contact details can be found in the 'contact point for applicants' section of the job advert. Feedback . click apply for full job details

Financial Controller Salary: £60,000 to £70,000 per annum Location: Runcorn Role Type- : Full Time Role summary MedPal is looking to appoint a capable, hands-on Financial Controller to help manage the finance function and provide the CFO with reliable, timely and accurate financial information. This is a hands-on role working within a small team consisting of yourself and a Finance Assistant. The business needs someone who can lead the day-to-day finance operation, manage the monthly reporting cycle, strengthen controls and remain sufficiently close to the detail to ensure the numbers are accurate, timely and reliable. The successful candidate will be responsible for the monthly reporting process, financial controls, month-end processes, reconciliations, payroll oversight, VAT, supplier payments and the day-to-day running of the finance team. They will also support the CFO with board reporting, forecasting, budgeting, fundraising support and statutory reporting requirements. The role requires a strong technical and control-focused finance professional who can bring rigor to reporting, accounting processes, statutory requirements and group reporting, while supporting the CFO on wider commercial finance matters. Key responsibilities Include but are not limited to: • Lead and manage the day-to-day finance function • Maintain strong financial controls across the business • Improve finance processes, systems and reporting routines • Oversee accounts payable and accounts receivable processes • Ensure accurate processing of invoices, payments, expenses and bank reconciliations • Manage and support the Accounts Assistant • Ensure finance deadlines and reporting requirements are met • Own the month-end close process • Prepare monthly management accounts (P&L, balance sheet and cash flow) • Complete and review balance sheet reconciliations • Produce monthly reporting packs for senior leadership and the board • Deliver variance analysis against budget and forecasts • Support year-end statutory accounts and external audit processes • Lead on technical accounting and IFRS matters where required • Liaise with auditors, tax advisers and external stakeholders • Support cash flow forecasting and working capital management • Assist with budgeting, forecasting and financial modelling • Monitor financial performance and identify risks and opportunities • Oversee VAT, payroll, PAYE and compliance processes • Improve use of Xero, reporting structures and finance system automation Person specification The ideal candidate will be a qualified accountant, likely ACA, ACCA or CIMA, with strong experience in a Financial Controller, Finance Manager or similar role. They must be comfortable in a hands-on SME environment where the finance function is still developing and where practical involvement, ownership and attention to detail are required. Essential experience • Qualified accountant or qualified by experience with strong relevant background. • Strong financial control and reporting experience. • Good balance sheet control and reconciliation discipline. • Experience leading month-end close. • Strong management accounts experience. • Strong technical accounting knowledge. • Experience with statutory accounts and audit processes. • Good understanding of IFRS and consolidations, or the ability to lead these areas with support from advisers where needed. • Strong cash flow and working capital awareness. • Experience managing finance support staff. • Strong Excel skills. • Comfortable working in a fast-moving, growing business. Desirable experience • Experience in healthcare, pharmacy, technology or regulated environments. • Experience with AIM-listed companies or group reporting. • Experience improving finance systems and processes. • Experience supporting fundraising, investor reporting or lender reporting. • Organised and deadline driven. You may have previous experience in: Financial Controller, Finance Manager, Senior Finance Manager, Management Accountant, Company Accountant, Group Accountant, Finance Business Partner, Head of Finance, Commercial Accountant, Senior Accountant, Assistant Financial Controller, Financial Reporting Manager, Finance Operations Manager, Accounts Manager, Group Finance Manager etc REF-(Apply online only)

Experience Life Insurance Advisor - Remote UK-Based (Remote) £30,000 starting salary rising to £33,000 after probation, Uncapped Commission + Excellent Benefits Candidates based in London receive a £2,000 London Weighting allowance An exciting opportunity has arisen for experienced Protection Advisers to join a well-established and fast-growing organisation that is heavily investing in its future. With strong partnerships in place and a consistent flow of high-quality, engaged customers, this is a chance to focus on delivering great advice, not chasing leads. This is a role where you can genuinely thrive in a high-performance, supportive environment, with the tools, training, and opportunity to build a long-term career. What You'll Be Doing Speaking with engaged customers seeking protection advice Providing tailored recommendations across Life, Critical Illness, and Income Protection Supporting clients through important financial decisions with care and professionalism Managing a varied pipeline of active cases Working collaboratively within a high-performing advisory team What We're Looking For Previous experience in a Life Protection Adviser role Strong understanding of protection products Confident, professional, and customer-focused approach Ability to work at pace while maintaining high-quality advice standards R05 qualification (desirable but not essential) What's on Offer £30,000 starting salary rising to £33,000 after probation, £2,000 London Weighting (where applicable) Uncapped commission with strong earning potential Consistent supply of high-quality, pre-qualified leads Clear progression routes into senior and specialist roles Ongoing training, coaching, and development Flexible working options (hybrid / remote depending on requirements) Additional benefits, incentives, and rewards Working Hours 40 hours per week with flexible shifts between 8am-8pm, including occasional evenings and one Saturday per month 9am - 3pm (with a day off in lieu). Why Join? This is a business that is actively investing in its people, partnerships, and future growth. You'll be joining at an exciting time where you can focus on delivering high-quality protection advice while building a clear and rewarding long-term career. If you're an experienced Protection Adviser looking for your next step, apply today with your CV.

Our client, a well-established and growing Independent Financial Planning firm, is seeking a Compliance Administrator to join their team. This is an excellent opportunity for someone with experience within the Financial Planning industry who is looking to develop their career within compliance and regulation. The successful candidate will support the Compliance Manager and wider Compliance function in delivering a high-quality, efficient and compliant service across the business. Key Responsibilities Support the Compliance Manager and wider team with day-to-day compliance activities Conduct risk assessments to identify and evaluate compliance risks Monitor adherence to regulatory requirements, internal policies and industry best practice Assist with quarterly adviser 1:1 meetings, including KPI reviews Support file checking activities and provide feedback to advisers Assist with adviser observations and competency assessments Support annual FIT assessments, competency testing and Training & Competence plans Ensure adherence to Conduct Rules and ongoing training requirements Attend and assist with Risk Committee meetings Assist in the completion of annual compliance and Money Laundering reports Maintain and update company policies and procedures to ensure they remain compliant and fit for purpose Support preparations for annual compliance audits and follow-up actions Assist with complaints handling and root cause analysis Support Consumer Duty attestation processes Skills & Experience Required Previous experience within the Independent Financial Planning industry is essential Strong analytical and problem-solving skills Ability to interpret information quickly and accurately Excellent organisational skills with the ability to prioritise workloads effectively Strong attention to detail Ability to work collaboratively within a team environment Good understanding of systems, processes and regulatory frameworks Professional, dependable and adaptable approach High levels of integrity and personal accountability Enthusiastic with a positive attitude toward learning and development What's on Offer Opportunity to join a supportive and professional organisation Career development within a growing compliance function Exposure to a broad range of compliance activities within Financial Services Collaborative and team-focused working environment

Mortgage & Protection Client Administrator Sutton Coldfield Hybrid working £28,000 to £ month fixed term contract This opportunity would suit an experienced Financial Services Administrator, Mortgage Administrator or Client Administrator who enjoys being involved in the advice process and wants to join a growing financial planning and wealth management business based from Sutton Coldfield. Although this is initially a 12-month fixed term contract, there is a lot of opportunity across the wider business. For someone who performs well, this could be a strong way to join the company, gain exposure to different parts of the operation and potentially move into other roles over time. You will be supporting Mortgage & Protection Advisers and Financial Planners, helping with the administration that sits behind the client journey. This will include mortgage and protection applications, booking appointments, liaising with clients, providers, lenders and third parties, preparing documentation and making sure cases continue to move forward smoothly. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an excellent client experience. The firm is investing in technology, improving internal processes and building a modern advice business that gives clients a better experience while also creating a supportive and progressive environment for staff. This is a good opportunity for someone who wants to be part of a business that is continuing to evolve, where administration is seen as an important part of delivering strong outcomes for clients and advisers. The Role Working as a Mortgage & Protection Client Administrator, you will provide dedicated administration support to Mortgage & Protection Advisers across the business. This is a varied role where you will take ownership of the mortgage and protection application process, support advisers with booking appointments, contact clients ahead of mortgage rate expiry dates and interim review points, process new business within agreed service levels and write mortgage and protection reports on behalf of advisers. You will also liaise with providers, lenders, solicitors, accountants and other third parties, ensuring that new business is processed efficiently and that clients are kept updated throughout the process. The role will also involve maintaining accurate client records, updating back office systems, supporting advisers with pipeline queries, preparing for client meetings, dealing with client data entry and helping to maintain a high standard of client service across the team. Previous experience within financial services or a national advice environment would be helpful. Experience in a client administration or client service focused role would also be relevant. Mortgage or protection administration experience would be useful, although the most important things are strong organisation, attention to detail, communication skills and the ability to manage a busy workload. The Benefits Salary of £28,000 to £32,000 depending on experience 12 month fixed term contract Hybrid working Opportunity to join a growing national advice business Strong potential to move into other roles across the business Supportive team environment Exposure to mortgage, protection and financial planning administration Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process.

Paraplanner Remote Working Flexible & Remote Working Study Support Career Progression Pension Scheme Life Assurance Health & Wellbeing Benefits An established and growing Wealth Management business is seeking an experienced Paraplanner to join its technical team. This is a fully remote opportunity, offering the chance to work closely with Financial Advisers and senior stakeholders while providing high-quality technical support across a broad range of financial planning areas, but advocating work/life balance. The Role Supporting Advisers with technical research and financial planning recommendations Producing suitability reports, recommendation letters and client-facing documentation Assisting with pension, investment, protection and tax planning cases Reviewing and updating client reports in line with objectives and risk profiles Conducting technical research and analysing product solutions Working closely with advisers to deliver tailored financial planning strategies Ensuring all work is completed in line with regulatory and compliance requirements About You Diploma qualified in Financial Planning, Certificate in Paraplanning or equivalent Strong technical knowledge across pensions, investments, protection and wider wealth management solutions Experience producing suitability reports and supporting the advice process Good understanding of FCA regulations and compliance requirements Strong analytical, communication and report-writing skills Able to work independently while collaborating effectively with remote teams If you're looking for a remote paraplanning opportunity with a business that values technical expertise, professional development and long-term career progression, we'd be pleased to hear from you.

Paraplanner - Hybrid Location: Chorley (Hybrid Working Available - 2 days from home) Salary: Negotiable (dependent on experience) Hours: Monday to Friday, 9am - 5pm (flexible hours also available) A growing, values-led financial planning firm based in Chorley is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role You will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified (or working towards) At least 2 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer 36 days holiday (including Bank Holidays) Option to purchase an additional 5 days annual leave Hybrid working - 2 days from home following probation Pension scheme with employer contributions Full support for ongoing exams and professional development Group Life cover: x4 salary Rolling sick pay scheme Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

About Usay Compare Usay Compare is one of the UK's leading comparison services for Health and Protection Insurance. We provide clear, expert and impartial advice to help clients make informed decisions with confidence. Our reputation is built on professionalism, service quality and a people-centred approach. With continued growth across our UK offices, we offer a supportive environment where individuals can develop strong advisory and sales careers. The Opportunity We are looking for an Insurance Sales Adviser to join our established sales team. This role suits someone who is motivated, confident on the phone and able to build rapport quickly. All leads are provided, and there is no cold calling. You will receive comprehensive training and ongoing support to develop your product knowledge and sales capability. This is a performance-driven role, but one where customer service and suitability remain at the core. Key Responsibilities • Manage inbound leads and carry out detailed fact-finding• Provide clear, consultative advice on Private Medical Insurance• Recommend appropriate products from leading UK insurers• Communicate benefits and features confidently and accurately• Handle queries and objections professionally• Meet agreed sales targets and maintain high service standards• Ensure all recommendations remain compliant and suitable About You • Proven phone-based sales experience, ideally in insurance or financial services• Strong communication and listening skills• Confident in handling objections and guiding conversations• Target-driven with a consistent, professional approach• Able to learn and apply product knowledge effectively• Motivated by high performance and quality outcomes What We Offer • £35,000 basic salary• Uncapped commission with high earning potential (OTE £70,000-£100,000+)• Full in-house training and continuous development• Regular performance incentives• Supportive and collaborative team culture• Life Assurance (4x basic salary)• Group Income Protection• Pension scheme with 6% employer contribution• 26 days holiday plus bank holidays• Long Service Awards• Paid volunteering day and charitable initiatives• Additional retail, eyecare and technology benefits If you are driven, professional and looking to build a successful advisory career, we welcome your application. Usay Compare, part of Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.

Mortgage Advisor Our client, a Financial Services brokerage and forward thinking operation, is seeking a qualified and experienced Mortgage Advisor to join their flourishing team. Our clients pride themselves on sourcing the best mortgage and protection products for their customer and require their advisers to provide outstanding customer service at all times. Their business is growing and they are looking to offer the right candidate an excellent opportunity to begin a career in Mortgages. £29,000 Basic Salary, £2,500 Car Allowance £60,000 - £65,000+ On Target Earnings Uncapped Robust & Lucrative Lead Source 33 days paid Holiday, increasing each year as well as an extra day on your birthday! Holiday Commission paid while you are away! Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, plus more benefits Mortgage Advisor - So, what is it like to work here? In our clients' words We work incredibly hard, so don t be afraid of hard work and sometimes long days! It will be demanding but rewarding at the same time - working well with your team to support each other an achieve your customers' goals. Yes, you will be targeted and assessed but this is because we want you to reach your full potential. A new career means lots of support and we want you to succeed every step of the way! Often we run fun and innovative competitions (with nice rewards and treats!), so if you love a bit of competition this will be just up your street! We are not perfect but we are one big family all striving towards being the very best we can be! Mortgage Advisor - Requirements: You must have use of a vehicle and a valid UK driving licence and ideally at least CeMAP 1 or an equivalent mortgage advice qualification. You will display outstanding customer service skills as well as being highly motivated, professional and have the ambition to be the very best you can be. You will have bags of drive, motivation and a passion to succeed. You must be focused on exceeding targets and not be afraid of hard work. You will be the type of person that would love seeing your customers' eyes light up when you help them finance their perfect property! Are you ready to take things to the next level, progress your skills as well as your earnings in a new and exciting and lucrative career? If so, apply today! Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.

Client Operations Associate Hybrid / 3-days per week in office Marylebone, London Full-time Permanent Competitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Wealth Manager currently requires a highly organised and proactive, and experience Client Operations Associate. Client Operations Associate - Job Description The main purpose of the role is to assist the Client Operations Manager with the non-investment aspects of the relationship with clients, financial advisers, and other parties including custodian platforms. In particular, the responsibilities of the role include, but are not limited to:- Taking clients through the on-boarding process, including drafting paperwork ensuring that all appropriate forms are fully complete, setting up client accounts and liaising with counterparties so that accounts are correctly established. Managing the transfer or closure of client accounts as required or requested. Arranging withdrawals and client income whether ad-hoc or regular in accordance with an agreed approach. Monitoring for receipt of new funds while informing the investment team and arranging ISA subscriptions. Organising online access for clients and dealing with any administrative issues that arise from this. Dealing with ad-hoc client instructions and general client servicing on non-investment matters. Reviewing and updating client files as required including as a part of an annual review process. Assisting with any requirements from client reporting. Maintaining a schedule of work-in-progress for the team and liaising with advisers on providing notifications and addressing action points arising. Client Operations Associate - Skills and Competencies Communication - Excellent, professional written and verbal communication skills, including the ability to interact effectively with clients and internal stakeholders. High Level Numeracy - Ability to understand, analyse and apply numerical information with an excellent level of accuracy. IT and Software - High proficiency in MS Office (high level functionality with spreadsheets) and the ability to quickly learn IT systems and software. Organisational Skills - Strong organisational and time management skills, with the ability to prioritise tasks and meet deadlines in a fast-paced environment. Problem-Solving - Ability to identify and resolve client issues and concerns proactively. Interpersonal Skills - Strong interpersonal skills, including the ability to build rapport and maintain positive client relationships. Being personable and possessing a confident professional demeanour and communication style is essential. The ability to work well individually and as part of a team is fundamental. Attention to Detail - Exemplary attention to detail and accuracy in all tasks. Adaptability - Ability to adapt to changing priorities and adopting a flexible approach as required. Client Focus - A strong work ethic and client-focussed commitment to providing excellence of service. Relevant Experience - Two years of relevant work experience in investment management operations is ideal, as is experience of private client wealth management. Knowledge of investment platforms is desirable, as is financial awareness and a good understanding of client and account types, tax wrappers, and investments. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme. This position offers a rewarding career path for those eager to expand their knowledge within the financial services industry while contributing positively to our clients' experience.

PA/Administration Support - Wealth Planning Location: North Bristol, Hybrid Working after probation Salary: £28,000 to £38,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. Do you currently work in Professional services or areas of financial services and would love the opportunity to move into a financial planning environment? If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position. About the Company This is not a traditional administration role - Instead, you'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced administration support. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Key responsibilities will include: Diary and meeting management Inbox management and correspondence Coordinating client appointments and follow-up actions Managing adviser workflows and task allocation Liaising with clients and professional connections Working with outsourced administrators and paraplanners Ensuring client reviews and ongoing service activities run smoothly Supporting the adviser with projects and business growth initiatives Long-Term Career Development As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths The adviser is looking for someone who wants to build a long-term career and grow with the business over time. What We're Looking For You'll likely have: Excellent organisational skills Strong attention to detail Experience managing diaries, inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £28,000 - £38,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within professional services or financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.

PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd love to hear from you.

An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development. What's on Offer Salary to £75,000 depending on experience Excellent bonus structure Existing client bank of approximately £40m AUM inherited from a retiring adviser Full administrative and paraplanning support Full study support towards Chartered status, plus study days for each exam Flexible and hybrid working environment Genuine autonomy and adviser trust culture Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered Excellent company culture and regular social events Who They're Looking For Level 4 Diploma qualified Experience as an Independent Financial Adviser Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions