IFA Administrator Wetherby £28,000 - £37,000 NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business. Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities will include: Diary Management Liaising with clients, providers and 3rd parties Processing new business Creating meeting packs Drafting and sending letters Obtaining valuations and illustrations General office admin What's in it for you? Salary range: up to £37k depending on experience Discretionary bonus 8% employer pension contribution 25 days holiday + Bank Holidays Private medical insurance Death in service cover Excellent progression and development Free onsite parking What do we need from you? Previous experience doing a similar role, preferably within an Independent Financial Services environment. Experience working with intelligent office is essential Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions Those working towards the CII Level 4 Diploma would be of most interest Solid communication and articulations skills. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants at NJR Recruitment quoting REF: NJR16705
May 20, 2026
Full time
IFA Administrator Wetherby £28,000 - £37,000 NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business. Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities will include: Diary Management Liaising with clients, providers and 3rd parties Processing new business Creating meeting packs Drafting and sending letters Obtaining valuations and illustrations General office admin What's in it for you? Salary range: up to £37k depending on experience Discretionary bonus 8% employer pension contribution 25 days holiday + Bank Holidays Private medical insurance Death in service cover Excellent progression and development Free onsite parking What do we need from you? Previous experience doing a similar role, preferably within an Independent Financial Services environment. Experience working with intelligent office is essential Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions Those working towards the CII Level 4 Diploma would be of most interest Solid communication and articulations skills. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants at NJR Recruitment quoting REF: NJR16705
Finance Director Designate Spalding, Lincolnshire £90,000 £110,000 + Benefits The Business This is a market-leading British business with more than three decades of heritage, operating from a world-class, purpose-built facility in Lincolnshire. It supplies some of the UK's largest retailers and has built its reputation on a genuine commitment to quality, innovation and sustainable operations. The business operates across two commercially distinct divisions. The first is established, operationally sophisticated and deeply embedded with its blue-chip retail partners - a genuine market leader in its sector. The second is where the next chapter is being written - a science-led platform with real commercial traction, developing specialist products a purpose-built, compliance-grade facility. Led by a founder-connected CEO who has been instrumental in building the business to where it is today, the company is at a genuine inflection point - strong foundations, serious infrastructure and clear ambition for what comes next. The Opportunity This is a newly structured senior finance role, created to bring greater commercial depth and strategic rigour to the finance function as the business enters its next phase of growth. Reporting directly to the CEO and with full board exposure, the Finance Director Designate will lead an established finance team and take ownership of everything from day-to-day financial management through to strategic planning, investment appraisal and stakeholder reporting. This is a genuine stepping-stone role - for the right person, the path to full FD is clear and intended. The business operates across two commercially distinct divisions, each with its own dynamics, investment profile and growth trajectory. The person coming into this role will need to get under the skin of both, and be as comfortable in a commercial conversation as a technical one. What You'll Be Responsible For Leading and developing the finance team, setting the standard for accuracy, pace and commercial thinking across the function. Owning the monthly management accounts, board reporting pack and all financial reporting obligations, ensuring the CEO and board have the quality of information they need to make good decisions. Driving the annual budgeting and forecasting process across both divisions, with a focus on meaningful variance analysis and forward-looking insight rather than retrospective reporting. Acting as the commercial finance partner to the CEO and senior leadership team - challenging assumptions, stress-testing plans and bringing financial clarity to strategic decisions. Managing relationships with the business's banking and debt partners, with a solid understanding of existing facilities and the discipline to manage covenant compliance and cash efficiently. Overseeing statutory reporting, audit, tax and compliance, working with external advisers where appropriate. Supporting the evaluation of capital investment decisions across both divisions, including business cases, returns analysis and post-investment review. What We're Looking For A qualified accountant (ACA, ACCA or CIMA) with a strong track record at Financial Controller or Head of Finance level, ready to take the next step into a board-facing FD role. Someone who has operated in a business of genuine complexity - ideally with manufacturing, food production, life sciences, FMCG or similarly operationally intensive experience, though this is not prescriptive. A natural communicator who can translate financial complexity into clear, confident narratives for a CEO and board audience, and who is comfortable being the most senior finance voice in the room. A hands-on leader who takes pride in the quality of their team's output and invests in developing the people around them. Someone with the commercial instinct to look beyond the numbers and contribute meaningfully to strategic conversations, not just report on them. Comfortable with ambiguity and energised by a business that is actively evolving, rather than one where the path is already clearly defined. Why This Role A genuine FD designate position with a clear and credible progression path, not an indefinite holding pattern. Direct access to a founder-connected CEO who is deeply invested in the business and expects his senior team to be equally engaged. A business with real heritage, serious infrastructure and two growth platforms - one established and market-leading, one pioneering and still being built. A Lincolnshire base with a leadership team that values presence and collaboration. £90,000 £110,000 depending on experience, plus a competitive benefits package. How to Apply This search is being managed on a confidential basis. To find out more or to register your interest, please contact the IFF team directly. The business will be revealed at the appropriate stage of the process to shortlisted candidates. About IFF Talent: Imagine a recruitment partner that doesn t stop at placing you in the perfect role - one that supports your personal and professional growth across your entire career journey. At IFF Talent, we believe recruitment should be relational, not transactional. Our slogan, " Beyond Recruitment" is our commitment to continue adding value long after the placement - whether you're hiring, exploring, or simply growing. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
May 19, 2026
Full time
Finance Director Designate Spalding, Lincolnshire £90,000 £110,000 + Benefits The Business This is a market-leading British business with more than three decades of heritage, operating from a world-class, purpose-built facility in Lincolnshire. It supplies some of the UK's largest retailers and has built its reputation on a genuine commitment to quality, innovation and sustainable operations. The business operates across two commercially distinct divisions. The first is established, operationally sophisticated and deeply embedded with its blue-chip retail partners - a genuine market leader in its sector. The second is where the next chapter is being written - a science-led platform with real commercial traction, developing specialist products a purpose-built, compliance-grade facility. Led by a founder-connected CEO who has been instrumental in building the business to where it is today, the company is at a genuine inflection point - strong foundations, serious infrastructure and clear ambition for what comes next. The Opportunity This is a newly structured senior finance role, created to bring greater commercial depth and strategic rigour to the finance function as the business enters its next phase of growth. Reporting directly to the CEO and with full board exposure, the Finance Director Designate will lead an established finance team and take ownership of everything from day-to-day financial management through to strategic planning, investment appraisal and stakeholder reporting. This is a genuine stepping-stone role - for the right person, the path to full FD is clear and intended. The business operates across two commercially distinct divisions, each with its own dynamics, investment profile and growth trajectory. The person coming into this role will need to get under the skin of both, and be as comfortable in a commercial conversation as a technical one. What You'll Be Responsible For Leading and developing the finance team, setting the standard for accuracy, pace and commercial thinking across the function. Owning the monthly management accounts, board reporting pack and all financial reporting obligations, ensuring the CEO and board have the quality of information they need to make good decisions. Driving the annual budgeting and forecasting process across both divisions, with a focus on meaningful variance analysis and forward-looking insight rather than retrospective reporting. Acting as the commercial finance partner to the CEO and senior leadership team - challenging assumptions, stress-testing plans and bringing financial clarity to strategic decisions. Managing relationships with the business's banking and debt partners, with a solid understanding of existing facilities and the discipline to manage covenant compliance and cash efficiently. Overseeing statutory reporting, audit, tax and compliance, working with external advisers where appropriate. Supporting the evaluation of capital investment decisions across both divisions, including business cases, returns analysis and post-investment review. What We're Looking For A qualified accountant (ACA, ACCA or CIMA) with a strong track record at Financial Controller or Head of Finance level, ready to take the next step into a board-facing FD role. Someone who has operated in a business of genuine complexity - ideally with manufacturing, food production, life sciences, FMCG or similarly operationally intensive experience, though this is not prescriptive. A natural communicator who can translate financial complexity into clear, confident narratives for a CEO and board audience, and who is comfortable being the most senior finance voice in the room. A hands-on leader who takes pride in the quality of their team's output and invests in developing the people around them. Someone with the commercial instinct to look beyond the numbers and contribute meaningfully to strategic conversations, not just report on them. Comfortable with ambiguity and energised by a business that is actively evolving, rather than one where the path is already clearly defined. Why This Role A genuine FD designate position with a clear and credible progression path, not an indefinite holding pattern. Direct access to a founder-connected CEO who is deeply invested in the business and expects his senior team to be equally engaged. A business with real heritage, serious infrastructure and two growth platforms - one established and market-leading, one pioneering and still being built. A Lincolnshire base with a leadership team that values presence and collaboration. £90,000 £110,000 depending on experience, plus a competitive benefits package. How to Apply This search is being managed on a confidential basis. To find out more or to register your interest, please contact the IFF team directly. The business will be revealed at the appropriate stage of the process to shortlisted candidates. About IFF Talent: Imagine a recruitment partner that doesn t stop at placing you in the perfect role - one that supports your personal and professional growth across your entire career journey. At IFF Talent, we believe recruitment should be relational, not transactional. Our slogan, " Beyond Recruitment" is our commitment to continue adding value long after the placement - whether you're hiring, exploring, or simply growing. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
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 19, 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. #
Experienced Paraplanner Location: Edinburgh or Stirling - Hybrid/Remote working Basic Salary: Up to £50,000 Hours: 9am - 5pm, Mon - Fri About our clients and the role: Swarm recruitment is pleased to be supporting a growing and well-established financial planning practice who deliver high-quality and bespoke wealth management services to individuals, professionals and business owners. Offering comprehensive services to help clients build, grow, protect and preserve wealth, with a strong emphasis on long-term relationships and high-quality, personalised financial planning. Joining an established paraplanning team, you will provide high-quality technical support throughout the advice process, including detailed research and analysis across a broad range of financial planning solutions. Working closely with advisers and administrators, the position ensures that all business is processed accurately and in line with regulatory requirements, with CRM and back-office systems kept fully up to date. Responding to technical queries and producing clear, well-structured client reports that reflect a deep understanding of client needs, contributing to the delivery of first-class service aligned to clients' financial objectives. Salary & Benefits: £38,000 - £50,000 (depending on experience and qualifications) Hybrid/Remote working 25 days holiday plus bank holidays - rising to 30 days holiday plus bank holidays with length of service Discretionary bonus scheme Discretionary annual pay reviews Group Pension scheme - 5% Private Medical Insurance Group life cover 4x salary Group Critical Illness Cover 4x salary Income Protection Responsibilities: Analyse client requirements and produce clear, accurate suitability and advice reports Prepare and update cash-flow models, client review documentation, and supporting analysis Work across a broad range of financial planning areas, including investments, retirement, tax, and estate planning Assess investment performance and provide technical and analytical support to advisers Provide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as required Maintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on time Maintain awareness of, and act in accordance with, all relevant compliance and regulatory obligations Liaise with advisers, administrators, and product providers to progress cases efficiently and to completion Confidently use financial planning and research software, including cash-flow modelling and analytics tools (e.g. Voyant, Analytics) The successful candidate will be required to undergo standard financial and identity checks. Skills and experience: 3+ years' experience within a paraplanning role and supporting IFA's SJP experience highly desirable CII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidenced Organised & methodical Strong analytical and numerical skills with the ability to analyse financial data and performance metrics Excellent attention to detail and high standards of accuracy Ability to prioritise and work to deadlines Excellent communication skills - written and verbal Thrive working as part of a team Strong IT skills - MS Office - Word, Excel and Outlook Adaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solve By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
May 19, 2026
Full time
Experienced Paraplanner Location: Edinburgh or Stirling - Hybrid/Remote working Basic Salary: Up to £50,000 Hours: 9am - 5pm, Mon - Fri About our clients and the role: Swarm recruitment is pleased to be supporting a growing and well-established financial planning practice who deliver high-quality and bespoke wealth management services to individuals, professionals and business owners. Offering comprehensive services to help clients build, grow, protect and preserve wealth, with a strong emphasis on long-term relationships and high-quality, personalised financial planning. Joining an established paraplanning team, you will provide high-quality technical support throughout the advice process, including detailed research and analysis across a broad range of financial planning solutions. Working closely with advisers and administrators, the position ensures that all business is processed accurately and in line with regulatory requirements, with CRM and back-office systems kept fully up to date. Responding to technical queries and producing clear, well-structured client reports that reflect a deep understanding of client needs, contributing to the delivery of first-class service aligned to clients' financial objectives. Salary & Benefits: £38,000 - £50,000 (depending on experience and qualifications) Hybrid/Remote working 25 days holiday plus bank holidays - rising to 30 days holiday plus bank holidays with length of service Discretionary bonus scheme Discretionary annual pay reviews Group Pension scheme - 5% Private Medical Insurance Group life cover 4x salary Group Critical Illness Cover 4x salary Income Protection Responsibilities: Analyse client requirements and produce clear, accurate suitability and advice reports Prepare and update cash-flow models, client review documentation, and supporting analysis Work across a broad range of financial planning areas, including investments, retirement, tax, and estate planning Assess investment performance and provide technical and analytical support to advisers Provide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as required Maintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on time Maintain awareness of, and act in accordance with, all relevant compliance and regulatory obligations Liaise with advisers, administrators, and product providers to progress cases efficiently and to completion Confidently use financial planning and research software, including cash-flow modelling and analytics tools (e.g. Voyant, Analytics) The successful candidate will be required to undergo standard financial and identity checks. Skills and experience: 3+ years' experience within a paraplanning role and supporting IFA's SJP experience highly desirable CII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidenced Organised & methodical Strong analytical and numerical skills with the ability to analyse financial data and performance metrics Excellent attention to detail and high standards of accuracy Ability to prioritise and work to deadlines Excellent communication skills - written and verbal Thrive working as part of a team Strong IT skills - MS Office - Word, Excel and Outlook Adaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solve By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Are you looking for an exciting opportunity to work in one of the busiest and most high-profile communications teams in Whitehall, playing a direct role in delivering external media events for Ministers ? If so, we have the perfect job for you ! About the Team The Communications Team is responsible for all communications conducted by HM Treasury and its Ministers. It works closely with Ministers, special advisors and policy teams to communicate the full range of the Treasury's work, through traditional and new media channels. The team is fast-paced, supportive and fun. We work highly collaboratively across the different aspects of communications (press, digital, events). The roles are high-profile and post-holders are given a large degree of ownership for their areas. The team is a flexible resource, and the post-holder will need be ready to support colleagues during busy periods as responsibilities can move around to reflect Government priorities. The Events & Visits team, within the Communications team, is currently comprised of eight team members. As a team, it works flexibly and collaboratively to deliver a comprehensive Ministerial visit programme across the UK and internationally. About the Job In this role, you will: Plan, co-ordinate and lead on high quality media events and visits for Ministers, including the Chancellor of the Exchequer, in order to deliver policy and communication objectives. Lead on visits/events on a rotating basis and provide support to other team members when needed. Working closely with campaign and digital teams in comms to identify announcements suitable for media and digital visits. Work in a team and individually to identify, recce and advance venues ahead of UK-based Ministerial visits and events. Travel with the Chancellor of the Exchequer/Ministers to ensure that they are well supported and briefed, that logistics and media operations are effectively executed and risks mitigated. Work closely with Ministers, Special Advisers, Private Office and policy colleagues from within the Treasury and across government. Manage key stakeholders from a variety of sectors across industry to help support future visit opportunities. Maintain and develop key contacts, databases and organisational tools, including a forward look grid, for use across the team. About You You will be experienced in organising events and VIP visits. Can work effectively with multiple teams and build positive relationships with various collaborators. Demonstrates excellent time management and organisational skills. Delivers work independently within tight deadlines while ensuring quality and keeping collaborators updated on progress. Some of the Benefits our people love! Generous Annual Leave - 25 days (rising to 30 after 5 years), plus public holidays and the King's birthday. Outstanding Pension Scheme - Defined Benefit pension with employer contributions of 28% Parental Leave Packages - Including 6 months' occupational pay for maternity/adoption, shared parental leave options. Flexible & Hybrid Working - Options include part-time, job-share, compressed hours, flexitime, and hybrid working (where business needs allow). Advance Schemes & Discounts - Rental deposit, cycle-to-work, SmartTech, season ticket loans, and access to HM Treasury's benefits portal for a wide range of discount codes. For more information about the role and how to apply, please follow the apply link. If you need any reasonable adjustments to take part in the selection process, please tell us about this in your online application form, or speak to the recruitment team at .
May 19, 2026
Full time
Are you looking for an exciting opportunity to work in one of the busiest and most high-profile communications teams in Whitehall, playing a direct role in delivering external media events for Ministers ? If so, we have the perfect job for you ! About the Team The Communications Team is responsible for all communications conducted by HM Treasury and its Ministers. It works closely with Ministers, special advisors and policy teams to communicate the full range of the Treasury's work, through traditional and new media channels. The team is fast-paced, supportive and fun. We work highly collaboratively across the different aspects of communications (press, digital, events). The roles are high-profile and post-holders are given a large degree of ownership for their areas. The team is a flexible resource, and the post-holder will need be ready to support colleagues during busy periods as responsibilities can move around to reflect Government priorities. The Events & Visits team, within the Communications team, is currently comprised of eight team members. As a team, it works flexibly and collaboratively to deliver a comprehensive Ministerial visit programme across the UK and internationally. About the Job In this role, you will: Plan, co-ordinate and lead on high quality media events and visits for Ministers, including the Chancellor of the Exchequer, in order to deliver policy and communication objectives. Lead on visits/events on a rotating basis and provide support to other team members when needed. Working closely with campaign and digital teams in comms to identify announcements suitable for media and digital visits. Work in a team and individually to identify, recce and advance venues ahead of UK-based Ministerial visits and events. Travel with the Chancellor of the Exchequer/Ministers to ensure that they are well supported and briefed, that logistics and media operations are effectively executed and risks mitigated. Work closely with Ministers, Special Advisers, Private Office and policy colleagues from within the Treasury and across government. Manage key stakeholders from a variety of sectors across industry to help support future visit opportunities. Maintain and develop key contacts, databases and organisational tools, including a forward look grid, for use across the team. About You You will be experienced in organising events and VIP visits. Can work effectively with multiple teams and build positive relationships with various collaborators. Demonstrates excellent time management and organisational skills. Delivers work independently within tight deadlines while ensuring quality and keeping collaborators updated on progress. Some of the Benefits our people love! Generous Annual Leave - 25 days (rising to 30 after 5 years), plus public holidays and the King's birthday. Outstanding Pension Scheme - Defined Benefit pension with employer contributions of 28% Parental Leave Packages - Including 6 months' occupational pay for maternity/adoption, shared parental leave options. Flexible & Hybrid Working - Options include part-time, job-share, compressed hours, flexitime, and hybrid working (where business needs allow). Advance Schemes & Discounts - Rental deposit, cycle-to-work, SmartTech, season ticket loans, and access to HM Treasury's benefits portal for a wide range of discount codes. For more information about the role and how to apply, please follow the apply link. If you need any reasonable adjustments to take part in the selection process, please tell us about this in your online application form, or speak to the recruitment team at .
Are you looking for an exciting opportunity to work in one of the busiest and most high-profile communications teams in Whitehall, playing a direct role in delivering external media events for Ministers ? If so, we have the perfect job for you ! About the Team The Communications Team is responsible for all communications conducted by HM Treasury and its Ministers. It works closely with Ministers, special advisors and policy teams to communicate the full range of the Treasury's work, through traditional and new media channels. The team is fast-paced, supportive and fun. We work highly collaboratively across the different aspects of communications (press, digital, events). The roles are high-profile and post-holders are given a large degree of ownership for their areas. The team is a flexible resource, and the post-holder will need be ready to support colleagues during busy periods as responsibilities can move around to reflect Government priorities. The Events & Visits team, within the Communications team, is currently comprised of eight team members. As a team, it works flexibly and collaboratively to deliver a comprehensive Ministerial visit programme across the UK and internationally. About the Job In this role, you will: Plan, co-ordinate and lead on high quality media events and visits for Ministers, including the Chancellor of the Exchequer, in order to deliver policy and communication objectives. Lead on visits/events on a rotating basis and provide support to other team members when needed. Working closely with campaign and digital teams in comms to identify announcements suitable for media and digital visits. Work in a team and individually to identify, recce and advance venues ahead of UK-based Ministerial visits and events. Travel with the Chancellor of the Exchequer/Ministers to ensure that they are well supported and briefed, that logistics and media operations are effectively executed and risks mitigated. Work closely with Ministers, Special Advisers, Private Office and policy colleagues from within the Treasury and across government. Manage key stakeholders from a variety of sectors across industry to help support future visit opportunities. Maintain and develop key contacts, databases and organisational tools, including a forward look grid, for use across the team. About You You will be experienced in organising events and VIP visits. Can work effectively with multiple teams and build positive relationships with various collaborators. Demonstrates excellent time management and organisational skills. Delivers work independently within tight deadlines while ensuring quality and keeping collaborators updated on progress. Some of the Benefits our people love! Generous Annual Leave - 25 days (rising to 30 after 5 years), plus public holidays and the King's birthday. Outstanding Pension Scheme - Defined Benefit pension with employer contributions of 28% Parental Leave Packages - Including 6 months' occupational pay for maternity/adoption, shared parental leave options. Flexible & Hybrid Working - Options include part-time, job-share, compressed hours, flexitime, and hybrid working (where business needs allow). Advance Schemes & Discounts - Rental deposit, cycle-to-work, SmartTech, season ticket loans, and access to HM Treasury's benefits portal for a wide range of discount codes. For more information about the role and how to apply, please follow the apply link. If you need any reasonable adjustments to take part in the selection process, please tell us about this in your online application form, or speak to the recruitment team at .
May 19, 2026
Full time
Are you looking for an exciting opportunity to work in one of the busiest and most high-profile communications teams in Whitehall, playing a direct role in delivering external media events for Ministers ? If so, we have the perfect job for you ! About the Team The Communications Team is responsible for all communications conducted by HM Treasury and its Ministers. It works closely with Ministers, special advisors and policy teams to communicate the full range of the Treasury's work, through traditional and new media channels. The team is fast-paced, supportive and fun. We work highly collaboratively across the different aspects of communications (press, digital, events). The roles are high-profile and post-holders are given a large degree of ownership for their areas. The team is a flexible resource, and the post-holder will need be ready to support colleagues during busy periods as responsibilities can move around to reflect Government priorities. The Events & Visits team, within the Communications team, is currently comprised of eight team members. As a team, it works flexibly and collaboratively to deliver a comprehensive Ministerial visit programme across the UK and internationally. About the Job In this role, you will: Plan, co-ordinate and lead on high quality media events and visits for Ministers, including the Chancellor of the Exchequer, in order to deliver policy and communication objectives. Lead on visits/events on a rotating basis and provide support to other team members when needed. Working closely with campaign and digital teams in comms to identify announcements suitable for media and digital visits. Work in a team and individually to identify, recce and advance venues ahead of UK-based Ministerial visits and events. Travel with the Chancellor of the Exchequer/Ministers to ensure that they are well supported and briefed, that logistics and media operations are effectively executed and risks mitigated. Work closely with Ministers, Special Advisers, Private Office and policy colleagues from within the Treasury and across government. Manage key stakeholders from a variety of sectors across industry to help support future visit opportunities. Maintain and develop key contacts, databases and organisational tools, including a forward look grid, for use across the team. About You You will be experienced in organising events and VIP visits. Can work effectively with multiple teams and build positive relationships with various collaborators. Demonstrates excellent time management and organisational skills. Delivers work independently within tight deadlines while ensuring quality and keeping collaborators updated on progress. Some of the Benefits our people love! Generous Annual Leave - 25 days (rising to 30 after 5 years), plus public holidays and the King's birthday. Outstanding Pension Scheme - Defined Benefit pension with employer contributions of 28% Parental Leave Packages - Including 6 months' occupational pay for maternity/adoption, shared parental leave options. Flexible & Hybrid Working - Options include part-time, job-share, compressed hours, flexitime, and hybrid working (where business needs allow). Advance Schemes & Discounts - Rental deposit, cycle-to-work, SmartTech, season ticket loans, and access to HM Treasury's benefits portal for a wide range of discount codes. For more information about the role and how to apply, please follow the apply link. If you need any reasonable adjustments to take part in the selection process, please tell us about this in your online application form, or speak to the recruitment team at .
Key Purpose of the Role To lead DACS' policy, advocacy and public affairs activity, protecting and strengthening the rights and royalties of visual artists. The postholder will develop and deliver an influencing strategy across Government, Parliament, regulators and the wider creative industries, with a focus on AI policy, copyright and the visual arts, ensuring DACS is recognised as a trusted voice and effective partner and that UK copyright is upheld to benefit creators, artists, their beneficiaries and rights-holders. Key responsibilities Strategy, planning and leadership: Develop, deliver and refine DACS' policy and public affairs strategy (annual plan, priorities and key messages), aligned to organisational objectives and risk management. Government, Parliament and regulatory engagement: Build and maintain relationships with MPs, Peers, officials, advisers, regulators and sector bodies; plan and deliver meetings, briefings, roundtables and parliamentary engagement (including APPGs where relevant). AI, copyright and creators' rights: Lead DACS' policy and influencing on AI as it impacts copyright, licensing and artists' livelihoods (e.g. transparency, remuneration/licensing and enforcement). Work closely with Legal to ensure positions are accurate and actionable. Consultations, inquiries and evidence: Draft and quality-assure consultation responses, inquiry submissions, correspondence and evidence-based briefings for decision-makers and wider audiences. Campaigning and influence delivery: Design and deliver campaigning approaches to achieve priority outcomes. Work with the Communications & Engagement team to align policy, public affairs, press, digital and stakeholder communications. Stakeholder, coalition and sector working: Convene and collaborate with partners across the creative industries (e.g. collecting societies, trade bodies, artists' groups and cultural organisations) to amplify shared priorities and coordinate joint action. Monitoring, insight and reporting: Lead horizon scanning and intelligence on political, legal and policy developments (including AI/copyright); share timely updates and coordinate responses. Provide succinct updates for senior colleagues and internal governance on progress, risks and opportunities. Team and people management: Jointly line manage the part-time Policy Officer with the Director of HR; set objectives, support development and ensure delivery against priorities. Manage budgets and external suppliers/consultants as required. Organisational contribution: Contribute to organisational planning and cross-team projects, helping maintain a clear and consistent DACS narrative on artists' rights and royalties. Support or lead additional activities and duties commensurate with the role, as required. Supporting DACS' international network: Support the organisations' international engagement by providing briefings and information to assist the CEO and other Senior Leaders to help engage and maintain networks including sister societies. Systems, records and compliance: Maintain accurate records in CMS, Mailchimp and other systems, ensuring GDPR compliance. Person specification Essential Experience developing policy and advising on policy positions, including shaping clear narratives and key messages for internal and external audiences. Experience in co-ordinating public affairs and/or advocacy campaigns, including engaging with Parliament/Government and managing stakeholders. Experience drafting and quality-assuring consultation responses, inquiry submissions, evidence and briefings; able to translate complex issues into clear, persuasive recommendations. Knowledge of copyright and its legal frameworks in the UK. Proven ability to build and maintain effective relationships with Government, Parliament, regulators and relevant sector bodies, representing organisational positions credibly and constructively. Experience of developing and managing partnerships with external organisations (e.g. sector bodies and membership organisations), including agreeing shared objectives and coordinating delivery. Demonstrable experience of horizon scanning and political monitoring, providing timely briefings on risks, opportunities and recommended organisational responses. Strong working knowledge of UK AI policy and its implications for copyright (including the needs of creators, licensing and transparency). Experience working collaboratively across teams (and with external partners where appropriate) to align policy, public affairs and communications activity. Excellent writing skills: able to produce credible, persuasive briefings, submissions and correspondence for different audiences. Sound political judgement, strong organisational skills and the ability to manage multiple priorities in a fast-moving environment. A confident networker and relationship builder, able to represent DACS professionally with a range of stakeholders. Desirable Experience working in or closely with the cultural/creative sector, a collecting society, a rights organisation, or a membership body. Experience of coalition working across organisations and coordinating joint policy positions/campaigns. Experience coordinating activity across teams and partner organisations, with an understanding of how All-Party Parliamentary Groups (APPGs) operate and how to engage them effectively. Experience of and confidence with speaking on panels, at conferences or other public platforms within industry or in the media. Line management experience.
May 19, 2026
Full time
Key Purpose of the Role To lead DACS' policy, advocacy and public affairs activity, protecting and strengthening the rights and royalties of visual artists. The postholder will develop and deliver an influencing strategy across Government, Parliament, regulators and the wider creative industries, with a focus on AI policy, copyright and the visual arts, ensuring DACS is recognised as a trusted voice and effective partner and that UK copyright is upheld to benefit creators, artists, their beneficiaries and rights-holders. Key responsibilities Strategy, planning and leadership: Develop, deliver and refine DACS' policy and public affairs strategy (annual plan, priorities and key messages), aligned to organisational objectives and risk management. Government, Parliament and regulatory engagement: Build and maintain relationships with MPs, Peers, officials, advisers, regulators and sector bodies; plan and deliver meetings, briefings, roundtables and parliamentary engagement (including APPGs where relevant). AI, copyright and creators' rights: Lead DACS' policy and influencing on AI as it impacts copyright, licensing and artists' livelihoods (e.g. transparency, remuneration/licensing and enforcement). Work closely with Legal to ensure positions are accurate and actionable. Consultations, inquiries and evidence: Draft and quality-assure consultation responses, inquiry submissions, correspondence and evidence-based briefings for decision-makers and wider audiences. Campaigning and influence delivery: Design and deliver campaigning approaches to achieve priority outcomes. Work with the Communications & Engagement team to align policy, public affairs, press, digital and stakeholder communications. Stakeholder, coalition and sector working: Convene and collaborate with partners across the creative industries (e.g. collecting societies, trade bodies, artists' groups and cultural organisations) to amplify shared priorities and coordinate joint action. Monitoring, insight and reporting: Lead horizon scanning and intelligence on political, legal and policy developments (including AI/copyright); share timely updates and coordinate responses. Provide succinct updates for senior colleagues and internal governance on progress, risks and opportunities. Team and people management: Jointly line manage the part-time Policy Officer with the Director of HR; set objectives, support development and ensure delivery against priorities. Manage budgets and external suppliers/consultants as required. Organisational contribution: Contribute to organisational planning and cross-team projects, helping maintain a clear and consistent DACS narrative on artists' rights and royalties. Support or lead additional activities and duties commensurate with the role, as required. Supporting DACS' international network: Support the organisations' international engagement by providing briefings and information to assist the CEO and other Senior Leaders to help engage and maintain networks including sister societies. Systems, records and compliance: Maintain accurate records in CMS, Mailchimp and other systems, ensuring GDPR compliance. Person specification Essential Experience developing policy and advising on policy positions, including shaping clear narratives and key messages for internal and external audiences. Experience in co-ordinating public affairs and/or advocacy campaigns, including engaging with Parliament/Government and managing stakeholders. Experience drafting and quality-assuring consultation responses, inquiry submissions, evidence and briefings; able to translate complex issues into clear, persuasive recommendations. Knowledge of copyright and its legal frameworks in the UK. Proven ability to build and maintain effective relationships with Government, Parliament, regulators and relevant sector bodies, representing organisational positions credibly and constructively. Experience of developing and managing partnerships with external organisations (e.g. sector bodies and membership organisations), including agreeing shared objectives and coordinating delivery. Demonstrable experience of horizon scanning and political monitoring, providing timely briefings on risks, opportunities and recommended organisational responses. Strong working knowledge of UK AI policy and its implications for copyright (including the needs of creators, licensing and transparency). Experience working collaboratively across teams (and with external partners where appropriate) to align policy, public affairs and communications activity. Excellent writing skills: able to produce credible, persuasive briefings, submissions and correspondence for different audiences. Sound political judgement, strong organisational skills and the ability to manage multiple priorities in a fast-moving environment. A confident networker and relationship builder, able to represent DACS professionally with a range of stakeholders. Desirable Experience working in or closely with the cultural/creative sector, a collecting society, a rights organisation, or a membership body. Experience of coalition working across organisations and coordinating joint policy positions/campaigns. Experience coordinating activity across teams and partner organisations, with an understanding of how All-Party Parliamentary Groups (APPGs) operate and how to engage them effectively. Experience of and confidence with speaking on panels, at conferences or other public platforms within industry or in the media. Line management experience.
Internal Business Development Manager - London based £25,000 to £35,000 salary, plus benefits and bonus (£15,000 on target) I'm working on behalf of an alternative investment client based in London, and they are looking for an Internal Business Development Manager to promote their products to IFA's/Financial Advisers via the telephone. If you want to join a progressive organisation where you can grow with the business, please read on! The Internal Business Development Manager will: Take full ownership of the sales cycle and retain accounts Inherit existing relationships with IFA's/Financial Advisers Build relationships with internal and external stakeholders Work closely with the Head of Sales to drive revenue Develop strong relationships with clients Be comfortable dealing with objections Required skills and experience: At least 2 years sales experience A track record of achieving results in a target driven role Ideally knowledge of Financial Services but not essential The desire to improve personally and work with a team In return you will be offered a salary of £25,000 to £35,000, plus a generous benefits package and bonus structure. Due to the high amount of interest that we receive for each of our roles, unfortunately we cannot respond to each application individually, therefore if you do not hear back within 72 hours of uploading your CV you have not been shortlisted for this role.
May 19, 2026
Full time
Internal Business Development Manager - London based £25,000 to £35,000 salary, plus benefits and bonus (£15,000 on target) I'm working on behalf of an alternative investment client based in London, and they are looking for an Internal Business Development Manager to promote their products to IFA's/Financial Advisers via the telephone. If you want to join a progressive organisation where you can grow with the business, please read on! The Internal Business Development Manager will: Take full ownership of the sales cycle and retain accounts Inherit existing relationships with IFA's/Financial Advisers Build relationships with internal and external stakeholders Work closely with the Head of Sales to drive revenue Develop strong relationships with clients Be comfortable dealing with objections Required skills and experience: At least 2 years sales experience A track record of achieving results in a target driven role Ideally knowledge of Financial Services but not essential The desire to improve personally and work with a team In return you will be offered a salary of £25,000 to £35,000, plus a generous benefits package and bonus structure. Due to the high amount of interest that we receive for each of our roles, unfortunately we cannot respond to each application individually, therefore if you do not hear back within 72 hours of uploading your CV you have not been shortlisted for this role.
Senior Paraplanner Staverton (Hybrid working) Up to £53,000 + excellent benefits My client are proud to be one of the UK's leading independent firms of Chartered Accountants and Business Advisers, with over 600 professionals across Gloucestershire, Bristol and Cardiff. There Financial Planning team has been recognised as one of the UK's Top 50 firms, reflecting our commitment to technical excellence, client service and long-term relationships. Due to continued growth, we are seeking an experienced Senior Paraplanner to join our highly regarded Financial Planning team in Staverton. This is a fantastic opportunity to work on complex, high-quality cases and play a key role in supporting advisers and delivering exceptional client outcomes. The Role As a Senior Paraplanner, you will: Produce detailed, high-quality financial planning and suitability reports Support advisers across a broad range of complex advice areas Draft technical documentation and client-facing material, clearly articulating complex planning strategies Work closely with Financial Planners to deliver advice to both new and existing clients Liaise directly with clients, including high and ultra-high-net-worth individuals Collaborate with administration and wider team members to ensure efficient client servicing About You We're looking for someone who brings both technical expertise and a proactive approach: Minimum 5 years' experience in financial services, ideally within a paraplanning role Level 4 Diploma in Financial Planning (essential), with progress towards Chartered desirable Strong knowledge across pensions, investments, protection, and retirement planning Experience with tools such as Microdecisions, FE Analytics, Voyant and/or CashCalc Highly organised, detail-focused and technically strong Confident communicator with the ability to work collaboratively and use initiative What's on Offer Competitive salary up to £53,000 Hybrid working model (office-based in Staverton with flexibility) Direct application bonus Profit share scheme Clear progression and development pathway 28 days holiday + option to purchase additional leave Life assurance (6x salary) Health & wellbeing benefits (gym discounts, online GP, mental health support) Enhanced family leave On-site parking Regular social events Apply Now If you're an experienced paraplanner looking to step into a senior technical role within a highly respected and supportive firm, we'd love to hear from you.
May 19, 2026
Full time
Senior Paraplanner Staverton (Hybrid working) Up to £53,000 + excellent benefits My client are proud to be one of the UK's leading independent firms of Chartered Accountants and Business Advisers, with over 600 professionals across Gloucestershire, Bristol and Cardiff. There Financial Planning team has been recognised as one of the UK's Top 50 firms, reflecting our commitment to technical excellence, client service and long-term relationships. Due to continued growth, we are seeking an experienced Senior Paraplanner to join our highly regarded Financial Planning team in Staverton. This is a fantastic opportunity to work on complex, high-quality cases and play a key role in supporting advisers and delivering exceptional client outcomes. The Role As a Senior Paraplanner, you will: Produce detailed, high-quality financial planning and suitability reports Support advisers across a broad range of complex advice areas Draft technical documentation and client-facing material, clearly articulating complex planning strategies Work closely with Financial Planners to deliver advice to both new and existing clients Liaise directly with clients, including high and ultra-high-net-worth individuals Collaborate with administration and wider team members to ensure efficient client servicing About You We're looking for someone who brings both technical expertise and a proactive approach: Minimum 5 years' experience in financial services, ideally within a paraplanning role Level 4 Diploma in Financial Planning (essential), with progress towards Chartered desirable Strong knowledge across pensions, investments, protection, and retirement planning Experience with tools such as Microdecisions, FE Analytics, Voyant and/or CashCalc Highly organised, detail-focused and technically strong Confident communicator with the ability to work collaboratively and use initiative What's on Offer Competitive salary up to £53,000 Hybrid working model (office-based in Staverton with flexibility) Direct application bonus Profit share scheme Clear progression and development pathway 28 days holiday + option to purchase additional leave Life assurance (6x salary) Health & wellbeing benefits (gym discounts, online GP, mental health support) Enhanced family leave On-site parking Regular social events Apply Now If you're an experienced paraplanner looking to step into a senior technical role within a highly respected and supportive firm, we'd love to hear from you.
IFA Administrator Harrogate £28,000 - £33,000 NJR Recruitment is delighted to be working with a friendly and well-established Independent Financial Adviser firm in Harrogate who are looking to recruit an experienced IFA Administrator to join their close-knit team. This is an excellent opportunity for a career administrator who enjoys the operational side of financial planning and is looking to join a professional yet supportive business where they can become a valued long-term member of the team. The role offers exposure across the full financial planning process, supporting advisers and clients with pensions, investments and protection business from initial enquiry through to completion and ongoing servicing. The Role Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Obtaining valuations, illustrations and provider information Liaising with clients, advisers and product providers Managing Letters of Authority and chasing outstanding information Updating and maintaining client records on back-office systems Supporting advisers with ongoing servicing and client administration Ensuring all work is completed accurately and within FCA guidelines About You Previous experience within an IFA / Financial Planning Administration role Strong understanding of pensions and investment products Excellent attention to detail and organisational skills Professional and personable communication skills Comfortable managing workloads independently within a smaller team environment Intelliflo Office experience highly desirable This role would particularly suit someone looking for a stable, long-term administration career within financial planning rather than a progression route into advising. Benefits Competitive salary Enhanced pension scheme Death in Service cover 25 days holiday + bank holidays Early finish every Friday Friendly and supportive office environment This is a fantastic opportunity to join a respected local firm where your experience and contribution will be genuinely valued. Apply today, or contact NJR Recruitment quoting NJR16712 for more information!
May 19, 2026
Full time
IFA Administrator Harrogate £28,000 - £33,000 NJR Recruitment is delighted to be working with a friendly and well-established Independent Financial Adviser firm in Harrogate who are looking to recruit an experienced IFA Administrator to join their close-knit team. This is an excellent opportunity for a career administrator who enjoys the operational side of financial planning and is looking to join a professional yet supportive business where they can become a valued long-term member of the team. The role offers exposure across the full financial planning process, supporting advisers and clients with pensions, investments and protection business from initial enquiry through to completion and ongoing servicing. The Role Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Obtaining valuations, illustrations and provider information Liaising with clients, advisers and product providers Managing Letters of Authority and chasing outstanding information Updating and maintaining client records on back-office systems Supporting advisers with ongoing servicing and client administration Ensuring all work is completed accurately and within FCA guidelines About You Previous experience within an IFA / Financial Planning Administration role Strong understanding of pensions and investment products Excellent attention to detail and organisational skills Professional and personable communication skills Comfortable managing workloads independently within a smaller team environment Intelliflo Office experience highly desirable This role would particularly suit someone looking for a stable, long-term administration career within financial planning rather than a progression route into advising. Benefits Competitive salary Enhanced pension scheme Death in Service cover 25 days holiday + bank holidays Early finish every Friday Friendly and supportive office environment This is a fantastic opportunity to join a respected local firm where your experience and contribution will be genuinely valued. Apply today, or contact NJR Recruitment quoting NJR16712 for more information!
Trainee Financial Adviser We are looking for an ambitious and client-focused Trainee Financial Adviser to join a boutique financial advice firm in Edinburgh. This is an excellent opportunity for an individual who has already built strong technical foundations through paraplanning and is now ready to transition into an advisory role with access to existing clients and ongoing support.The Role The Role: The successful candidate will work closely with senior advisers while gradually developing and managing their own client relationships. Existing clients are available, providing an excellent platform to build a long-term career in financial advice. Alongside servicing existing relationships, the role will also suit someone with the drive, confidence, and commercial mindset to develop new business opportunities and grow their own client bank over time. Requirements: Level 4 Diploma qualified (or equivalent) Previous experience working as a Paraplanner Strong technical and report-writing knowledge Excellent communication and interpersonal skills Professional, personable, and client-centric approach Ambition to progress into a successful advisory career Appetite and motivation to generate new client relationships and business opportunities What We Offer Existing clients and leads provided Clear pathway into a full Financial Adviser role Ongoing mentoring and support from experienced advisers Competitive salary and benefits package Long-term career progression opportunities Supportive and professional working environment This position would suit someone who is technically strong, commercially minded, and eager to take the next step into a client-facing advisory career. To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
May 19, 2026
Full time
Trainee Financial Adviser We are looking for an ambitious and client-focused Trainee Financial Adviser to join a boutique financial advice firm in Edinburgh. This is an excellent opportunity for an individual who has already built strong technical foundations through paraplanning and is now ready to transition into an advisory role with access to existing clients and ongoing support.The Role The Role: The successful candidate will work closely with senior advisers while gradually developing and managing their own client relationships. Existing clients are available, providing an excellent platform to build a long-term career in financial advice. Alongside servicing existing relationships, the role will also suit someone with the drive, confidence, and commercial mindset to develop new business opportunities and grow their own client bank over time. Requirements: Level 4 Diploma qualified (or equivalent) Previous experience working as a Paraplanner Strong technical and report-writing knowledge Excellent communication and interpersonal skills Professional, personable, and client-centric approach Ambition to progress into a successful advisory career Appetite and motivation to generate new client relationships and business opportunities What We Offer Existing clients and leads provided Clear pathway into a full Financial Adviser role Ongoing mentoring and support from experienced advisers Competitive salary and benefits package Long-term career progression opportunities Supportive and professional working environment This position would suit someone who is technically strong, commercially minded, and eager to take the next step into a client-facing advisory career. To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
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 19, 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.
Senior Paraplanner Birmingham (Hybrid Working) £50,000 £62,000 + Excellent Benefits If youre an experienced Paraplanner looking for a senior-level role with real progression, we are working on an exciting opportunity in Birmingham. This position offers a strong mix of technical work, collaboration with advisers, and the chance to contribute to a growing and ambitious financial planning team click apply for full job details
May 19, 2026
Full time
Senior Paraplanner Birmingham (Hybrid Working) £50,000 £62,000 + Excellent Benefits If youre an experienced Paraplanner looking for a senior-level role with real progression, we are working on an exciting opportunity in Birmingham. This position offers a strong mix of technical work, collaboration with advisers, and the chance to contribute to a growing and ambitious financial planning team click apply for full job details
Financial Planning Administrator Crawley, 2-3 days a week in the office Up to £33,000 This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. 25 days holiday + bank holidays 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities What's needed to be considered? Previous experience within Financial Planning in an IFA Administrator support role is desirable Knowledge of products including Pensions and Investments Experience using a CRM/back-office system such as Xplan or IO Strong client services and communication skills Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory
May 19, 2026
Full time
Financial Planning Administrator Crawley, 2-3 days a week in the office Up to £33,000 This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for a Financial Planning Administrator to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. The role is for someone with experience in Wealth Planning or Financial Services in an Administrator or Client Services position. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. 25 days holiday + bank holidays 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities What's needed to be considered? Previous experience within Financial Planning in an IFA Administrator support role is desirable Knowledge of products including Pensions and Investments Experience using a CRM/back-office system such as Xplan or IO Strong client services and communication skills Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory
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 19, 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.
As the UK s leading dementia research charity, we re determined to stop this from becoming a reality. We re working to revolutionise the way we treat, diagnose and prevent dementia. But we will not stop there. With your support, we will keep going until every person is free from the heartbreak of dementia. We exist for a cure. The Paralegal will support the Legal team by providing high-quality legal and governance assistance across a broad range of matters, including commercial contracts, data protection, charity governance, and compliance. This role will help ensure the organisation operates effectively, ethically, and in accordance with applicable legal and regulatory requirements, while supporting the charity s wider mission and strategic objectives. Key Responsibilities: Support the Legal & Compliance team with commercial contracts, including drafting, reviewing, redlining, and contract lifecycle management. Assist with data protection compliance and related processes, including maintaining confidentiality and supporting GDPR obligations. Support governance, company secretarial, and charity law related matters as required. Conduct legal and regulatory research on matters affecting the charity and non-profit sector. Maintain accurate legal records, filing systems, and documentation. Assist with the preparation and management of policies, agreements, and governance materials. Work collaboratively with internal stakeholders across departments, escalating legal or compliance risks appropriately. Liaise with external legal advisers, regulators, trustees, and other stakeholders where necessary. Monitor legal and compliance deadlines to ensure timely action. Knowledge, skills and experience needed: Law degree (or equivalent) and at least 2 years Paralegal or relevant legal support experience. Experience supporting commercial contracts. Sound understanding of data protection principles and confidentiality requirements. Strong organisational skills with excellent attention to detail and the ability to manage competing deadlines. Good judgement, including the ability to assess legal or operational risk and escalate appropriately. Confident user of Microsoft Office and comfortable working with legal processes and documentation. Excellent written and verbal communication skills. Collaborative, proactive, and service-oriented approach. Additional Information: Ways of working: As part of our Agile ways of working you will be required to work approximately 2 days a week from the office, which is subject to the requirements of the role and the business needs. Flexibility on where you work can be split between working from home and our office. Roles that are classed as part of the Agile ways of working are not able to claim any costs for Mileage/Travel on Public Transport, Accommodation and/or Meals. This includes when attending the office for various meetings/events. Our Office : Our office is at 3 Riverside, Granta Park, Great Abington, Cambridge, CB21 6AD. Salary : Circa £40,000 per annum, plus benefits. Please download the Vacancy Pack on our website for more information. The closing date for applications is the 7th June 2026 , with interviews being arrange once shortlisting has been completed. Please indicate in your covering letter if you are unable to attend an interview on a certain date. We would encourage you to submit your application at the earliest opportunity, as on occasion we may have to bring forward the interview date and/or the closing date based on the needs of the business. Although a possibility, this will only happen in exceptional circumstances. Please indicate in your covering letter if you are unable to attend an interview on a certain date. We value diversity and are committed to creating an inclusive culture where everyone can be themselves and reach their full potential. We actively encourage applications from people of all backgrounds and cultures, particularly from those in the global majority, those with disabilities, men and those from the LGBTQIA+ community. Any offer of employment is however subject to you having the right to work in the UK. As part of our commitment to being an inclusive employer and ensuring fairness and consistency in our selection process, we will handle your CV and application with the utmost confidentiality. Should you require any adjustments at either the application or interview stage, please contact us via our website. How to apply: Please create an online account using our Online Recruitment Platform which can be accessed through our Job Vacancies page. You will be able to attach your CV to your application and track the status of your application. About Alzheimer s Research UK: Alzheimer's Research UK is the UK's leading dementia research charity. Our mission is to accelerate progress towards a cure. Today 1 in 2 people will be impacted by dementia, either through caring for a loved one, developing it themselves or tragically both. But there is hope.
May 19, 2026
Full time
As the UK s leading dementia research charity, we re determined to stop this from becoming a reality. We re working to revolutionise the way we treat, diagnose and prevent dementia. But we will not stop there. With your support, we will keep going until every person is free from the heartbreak of dementia. We exist for a cure. The Paralegal will support the Legal team by providing high-quality legal and governance assistance across a broad range of matters, including commercial contracts, data protection, charity governance, and compliance. This role will help ensure the organisation operates effectively, ethically, and in accordance with applicable legal and regulatory requirements, while supporting the charity s wider mission and strategic objectives. Key Responsibilities: Support the Legal & Compliance team with commercial contracts, including drafting, reviewing, redlining, and contract lifecycle management. Assist with data protection compliance and related processes, including maintaining confidentiality and supporting GDPR obligations. Support governance, company secretarial, and charity law related matters as required. Conduct legal and regulatory research on matters affecting the charity and non-profit sector. Maintain accurate legal records, filing systems, and documentation. Assist with the preparation and management of policies, agreements, and governance materials. Work collaboratively with internal stakeholders across departments, escalating legal or compliance risks appropriately. Liaise with external legal advisers, regulators, trustees, and other stakeholders where necessary. Monitor legal and compliance deadlines to ensure timely action. Knowledge, skills and experience needed: Law degree (or equivalent) and at least 2 years Paralegal or relevant legal support experience. Experience supporting commercial contracts. Sound understanding of data protection principles and confidentiality requirements. Strong organisational skills with excellent attention to detail and the ability to manage competing deadlines. Good judgement, including the ability to assess legal or operational risk and escalate appropriately. Confident user of Microsoft Office and comfortable working with legal processes and documentation. Excellent written and verbal communication skills. Collaborative, proactive, and service-oriented approach. Additional Information: Ways of working: As part of our Agile ways of working you will be required to work approximately 2 days a week from the office, which is subject to the requirements of the role and the business needs. Flexibility on where you work can be split between working from home and our office. Roles that are classed as part of the Agile ways of working are not able to claim any costs for Mileage/Travel on Public Transport, Accommodation and/or Meals. This includes when attending the office for various meetings/events. Our Office : Our office is at 3 Riverside, Granta Park, Great Abington, Cambridge, CB21 6AD. Salary : Circa £40,000 per annum, plus benefits. Please download the Vacancy Pack on our website for more information. The closing date for applications is the 7th June 2026 , with interviews being arrange once shortlisting has been completed. Please indicate in your covering letter if you are unable to attend an interview on a certain date. We would encourage you to submit your application at the earliest opportunity, as on occasion we may have to bring forward the interview date and/or the closing date based on the needs of the business. Although a possibility, this will only happen in exceptional circumstances. Please indicate in your covering letter if you are unable to attend an interview on a certain date. We value diversity and are committed to creating an inclusive culture where everyone can be themselves and reach their full potential. We actively encourage applications from people of all backgrounds and cultures, particularly from those in the global majority, those with disabilities, men and those from the LGBTQIA+ community. Any offer of employment is however subject to you having the right to work in the UK. As part of our commitment to being an inclusive employer and ensuring fairness and consistency in our selection process, we will handle your CV and application with the utmost confidentiality. Should you require any adjustments at either the application or interview stage, please contact us via our website. How to apply: Please create an online account using our Online Recruitment Platform which can be accessed through our Job Vacancies page. You will be able to attach your CV to your application and track the status of your application. About Alzheimer s Research UK: Alzheimer's Research UK is the UK's leading dementia research charity. Our mission is to accelerate progress towards a cure. Today 1 in 2 people will be impacted by dementia, either through caring for a loved one, developing it themselves or tragically both. But there is hope.
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 19, 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 19, 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.
Hot New Career Move Opportunity - Interviews ASAP! Are you experienced in paraplanning and seek your next step? Would you like to take on a Mon-Fri 9-5 role, with office based and hybrid options, and a supportive work culture? Can you access offices near to Rye, and would like to work locally? If yes then apply now or contact us to find out more in confidence. Rare opportunity to join an esteemed and successful financial advisory/planning practice in a key role. This is a hands-on and analytical role, focused on paraplanning across IHT, retirement advice, investments, pensions and protection cover. You will work closely with a small team, and lead on responsibility for :- Reviewing client ad hoc and yearly meetings with Advisers Performing product/portfolio research and producing analyses such as cashflow models, projects and related documentation for new and existing clients Handling client queries and enquiries as referred by Advisers Keeping accurate records and ensuring compliance to regulatory requirements Working in combination with wider team such as client service and administration to support the smooth running of the practice and client book. This is a fantastic chance who enjoys and wants to build their technical experience; where you will gain exposure to a variety of client types including and up to UHNW. You will be part of an excellent company, who take pride in their employer reputation and have genuine care and commitment to employee wellbeing, training and work-life balance Qualifications / Study support provided (optional) Training and Support provided - working alongside established professionals Scope for future career progression If you have relevant experience with paraplanning and this role sounds an exciting next step Apply now with your CV or contact Tabby at Recruitment Solutions to discuss
May 19, 2026
Full time
Hot New Career Move Opportunity - Interviews ASAP! Are you experienced in paraplanning and seek your next step? Would you like to take on a Mon-Fri 9-5 role, with office based and hybrid options, and a supportive work culture? Can you access offices near to Rye, and would like to work locally? If yes then apply now or contact us to find out more in confidence. Rare opportunity to join an esteemed and successful financial advisory/planning practice in a key role. This is a hands-on and analytical role, focused on paraplanning across IHT, retirement advice, investments, pensions and protection cover. You will work closely with a small team, and lead on responsibility for :- Reviewing client ad hoc and yearly meetings with Advisers Performing product/portfolio research and producing analyses such as cashflow models, projects and related documentation for new and existing clients Handling client queries and enquiries as referred by Advisers Keeping accurate records and ensuring compliance to regulatory requirements Working in combination with wider team such as client service and administration to support the smooth running of the practice and client book. This is a fantastic chance who enjoys and wants to build their technical experience; where you will gain exposure to a variety of client types including and up to UHNW. You will be part of an excellent company, who take pride in their employer reputation and have genuine care and commitment to employee wellbeing, training and work-life balance Qualifications / Study support provided (optional) Training and Support provided - working alongside established professionals Scope for future career progression If you have relevant experience with paraplanning and this role sounds an exciting next step Apply now with your CV or contact Tabby at Recruitment Solutions to discuss
Financial Planner Poole, Dorset £60,000 to £85,000 + Path to Director of Financial Planning Looking for a role where you can lead client relationships that genuinely change lives, sit on the Investment Committee and help shape how a highly thought of independent financial planning firm grows? This could be for you. This position suits experienced Financial Planners, or Associate Planners with client facing experience ready to lead, who want to do the work properly. With time. With backing. With clients who stay for decades. What's In It For You? We've designed this role to reward great work and give you a long career here, not just a job. Base salary £60,000 to £85,000, with compensation paid as salary rather than bonus: we believe in paying well for the role, backed by a seat on the Investment Committee and a path to Director of Financial Planning. • Salary: £60,000 to £85,000 (depending on experience). • Holiday: 22 days plus bank holidays, plus Birthday & extended closure at Christmas. • Pension: 5% employer contribution. • Professional Development: Funded CPD and financial support with professional exams. • Office: Poole, Dorset (BH14). Free parking. Hybrid model with sensible flexibility, predominantly office based. • Senior Leadership Path: A route to Director of Financial Planning for the right person, mentoring future planners as the firm grows. • Modern Tech Stack: Migrating to a contemporary back office system and embracing AI tools (Saturn AI). We welcome your ideas to push that forward. About the Company Our client is an independent lifestyle financial planning firm in Poole, Dorset. We believe life is for living. Live it well. Our role isn't to sell products. It's to give clients the peace of mind and confidence to make bold decisions about their money and the lives they want to live. We turn traditional financial advice on its head: rather than recommending a short term fix through an individual product, we create a plan that helps clients achieve their long term goals. • VouchedFor Top Rated Adviser, for 6 years. • 100% of clients say working with us has helped them achieve their life goals. • 4.9 star average client rating; some of our clients have been with us for over two decades. • Seen as the leading financial planning firm in the area for wealthy families. • High touch, low volume: we cap client relationships at around 80 per planner to protect the depth and quality of service. What You'll Be Doing You'll take ownership of our existing high net worth client relationships and deepen them over time. Bringing a book of clients isn't the expectation and new business development isn't your remit; that sits with our Managing Director. Your focus is on the depth, quality and outcomes of the relationships we already have. • Client Leadership: Manage a portfolio of varied, often complex HNW clients. Develop strong long term relationships and help them make positive decisions about their financial future. • Planning Meetings: Run Planning Meetings and ad hoc client meetings end to end, ensuring advice achieves the best outcomes for each client's individual needs. • New Client Onboarding: Deliver new client onboarding alongside the Managing Director. • Plan Creation: Work with the team to produce clear, technically accurate, compliant and concise Financial Plans (Your Big Picture), Recommendation Reports and Planning Meeting Summaries within agreed timescales. • Investment Committee: Participate as a valued member of the firm's Investment Committee • Professional Network: Liaise with clients' legal and tax advisers and attend joint meetings as needed. • Compliance: Provide all advice within a strict ethical and compliance framework: Consumer Duty, AML, SPS and CPD. • Team Development: Support colleagues with technical training, updates and judgment calls. • Continuous Improvement: Share ideas and innovations that could improve business processes or enhance client relationships. Essential Requirements • Experience: Minimum 5 years in Financial Services, with at least 2 years as an IFA / Financial Adviser and 2 years building financial forecasts. • Qualification: Diploma in Regulated Financial Planning (Level 4). • Technical Knowledge: In depth understanding of financial planning, with proven experience using cashflow modelling tools (e.g. Voyant / Truth) and core MS Office. • Compliance: Excellent compliance record with detailed understanding of Consumer Duty, AML, SPS and CPD requirements. • Interpersonal: Exceptional questioning and listening skills, with the ability to adapt your communication style to a diverse HNW clientele: gentle and reassuring when needed, direct and challenging when warranted. • Decision Making: Strong ability to apply your own judgment and experience when speaking with clients. • Mindset: A collaborative team player. Open to feedback as an investment in your growth. Comfortable in a small firm environment where everyone mucks in. • Outlook: Progressive on tech and open to AI tools. We're not standing still and you shouldn't want to either. Desirable Preferences • Qualifications: Advanced Diploma in Financial Planning, or Certified / Chartered Financial Planner. • Background: Experience supporting business owners, senior executives or HNW retirees with £1m+ to invest. Working Pattern Hybrid with sensible flexibility. The office is in Poole (BH14). Mondays in office are standard. The majority of client meetings happen in the office, so the working pattern flexes with the diary. Clients always come first. Our Six Core Values 1. Put clients at the centre of all we do. 2. Do the right thing; not the easy thing. 3. Be curious; pursue growth and learning. 4. Collaborate to create brilliant and simple solutions. 5. Embrace and drive change. 6. Act with passion and care. If these resonate with you, you'll feel right at home here.
May 19, 2026
Full time
Financial Planner Poole, Dorset £60,000 to £85,000 + Path to Director of Financial Planning Looking for a role where you can lead client relationships that genuinely change lives, sit on the Investment Committee and help shape how a highly thought of independent financial planning firm grows? This could be for you. This position suits experienced Financial Planners, or Associate Planners with client facing experience ready to lead, who want to do the work properly. With time. With backing. With clients who stay for decades. What's In It For You? We've designed this role to reward great work and give you a long career here, not just a job. Base salary £60,000 to £85,000, with compensation paid as salary rather than bonus: we believe in paying well for the role, backed by a seat on the Investment Committee and a path to Director of Financial Planning. • Salary: £60,000 to £85,000 (depending on experience). • Holiday: 22 days plus bank holidays, plus Birthday & extended closure at Christmas. • Pension: 5% employer contribution. • Professional Development: Funded CPD and financial support with professional exams. • Office: Poole, Dorset (BH14). Free parking. Hybrid model with sensible flexibility, predominantly office based. • Senior Leadership Path: A route to Director of Financial Planning for the right person, mentoring future planners as the firm grows. • Modern Tech Stack: Migrating to a contemporary back office system and embracing AI tools (Saturn AI). We welcome your ideas to push that forward. About the Company Our client is an independent lifestyle financial planning firm in Poole, Dorset. We believe life is for living. Live it well. Our role isn't to sell products. It's to give clients the peace of mind and confidence to make bold decisions about their money and the lives they want to live. We turn traditional financial advice on its head: rather than recommending a short term fix through an individual product, we create a plan that helps clients achieve their long term goals. • VouchedFor Top Rated Adviser, for 6 years. • 100% of clients say working with us has helped them achieve their life goals. • 4.9 star average client rating; some of our clients have been with us for over two decades. • Seen as the leading financial planning firm in the area for wealthy families. • High touch, low volume: we cap client relationships at around 80 per planner to protect the depth and quality of service. What You'll Be Doing You'll take ownership of our existing high net worth client relationships and deepen them over time. Bringing a book of clients isn't the expectation and new business development isn't your remit; that sits with our Managing Director. Your focus is on the depth, quality and outcomes of the relationships we already have. • Client Leadership: Manage a portfolio of varied, often complex HNW clients. Develop strong long term relationships and help them make positive decisions about their financial future. • Planning Meetings: Run Planning Meetings and ad hoc client meetings end to end, ensuring advice achieves the best outcomes for each client's individual needs. • New Client Onboarding: Deliver new client onboarding alongside the Managing Director. • Plan Creation: Work with the team to produce clear, technically accurate, compliant and concise Financial Plans (Your Big Picture), Recommendation Reports and Planning Meeting Summaries within agreed timescales. • Investment Committee: Participate as a valued member of the firm's Investment Committee • Professional Network: Liaise with clients' legal and tax advisers and attend joint meetings as needed. • Compliance: Provide all advice within a strict ethical and compliance framework: Consumer Duty, AML, SPS and CPD. • Team Development: Support colleagues with technical training, updates and judgment calls. • Continuous Improvement: Share ideas and innovations that could improve business processes or enhance client relationships. Essential Requirements • Experience: Minimum 5 years in Financial Services, with at least 2 years as an IFA / Financial Adviser and 2 years building financial forecasts. • Qualification: Diploma in Regulated Financial Planning (Level 4). • Technical Knowledge: In depth understanding of financial planning, with proven experience using cashflow modelling tools (e.g. Voyant / Truth) and core MS Office. • Compliance: Excellent compliance record with detailed understanding of Consumer Duty, AML, SPS and CPD requirements. • Interpersonal: Exceptional questioning and listening skills, with the ability to adapt your communication style to a diverse HNW clientele: gentle and reassuring when needed, direct and challenging when warranted. • Decision Making: Strong ability to apply your own judgment and experience when speaking with clients. • Mindset: A collaborative team player. Open to feedback as an investment in your growth. Comfortable in a small firm environment where everyone mucks in. • Outlook: Progressive on tech and open to AI tools. We're not standing still and you shouldn't want to either. Desirable Preferences • Qualifications: Advanced Diploma in Financial Planning, or Certified / Chartered Financial Planner. • Background: Experience supporting business owners, senior executives or HNW retirees with £1m+ to invest. Working Pattern Hybrid with sensible flexibility. The office is in Poole (BH14). Mondays in office are standard. The majority of client meetings happen in the office, so the working pattern flexes with the diary. Clients always come first. Our Six Core Values 1. Put clients at the centre of all we do. 2. Do the right thing; not the easy thing. 3. Be curious; pursue growth and learning. 4. Collaborate to create brilliant and simple solutions. 5. Embrace and drive change. 6. Act with passion and care. If these resonate with you, you'll feel right at home here.
