My client is an established business, part of a global group, who are responsible for the sale, distribution and technical support of industrial components. They seek a Senior Finance Manager to to join the business, lead the finance team and act as a business partner to the Management Director. You will lead finance for the UK function and liaise with the international group finance function. The role combines technical knowledge, commercial acumen and leadership skills. This is a permanent role based at the head office in mis-Essex with some flexibility for hybrid working. The salary available is £60-70,000 plus benefits (pension / healthcare.) Key Responsibilities will include: Leading, mentoring, and developing a small finance team and fostering a culture of improvement Taking responsibility for the preparation of the monthly Management Accounts, quarterly and annual Reporting Packs for consolidation Ensuring accurate and timely reporting to the MD to support them in reporting to the Board in pre-determined formats with variance analysis and actionable commentary Assisting the MD in the annual budgeting process along with quarterly forecasts Partnering with sales, marketing, and operational teams to provide meaningful financial insights to non-finance stakeholders Reviewing and approving weekly and monthly payment runs. Responsible for the year-end process and principal day-to-day contact with the external auditors /tax advisers and overseeing the annual audit / corporate tax compliance process including review of the statutory accounts / tax computation for multiple entities Delivering detailed financial analysis, identifying trends, risks, and opportunities Driving cost control initiatives and improving overall financial performance Reviewing and improving systems, processes, and controls to enhance efficiency The role requires a candidate who can combine ensuring strong financial governance, producing high quality reporting and supporting commercial growth. The role requires experience from a similar senior finance role, candidates can be qualified (ACCA / CIMA /ACA) or qualified by experience.
May 25, 2026
Full time
My client is an established business, part of a global group, who are responsible for the sale, distribution and technical support of industrial components. They seek a Senior Finance Manager to to join the business, lead the finance team and act as a business partner to the Management Director. You will lead finance for the UK function and liaise with the international group finance function. The role combines technical knowledge, commercial acumen and leadership skills. This is a permanent role based at the head office in mis-Essex with some flexibility for hybrid working. The salary available is £60-70,000 plus benefits (pension / healthcare.) Key Responsibilities will include: Leading, mentoring, and developing a small finance team and fostering a culture of improvement Taking responsibility for the preparation of the monthly Management Accounts, quarterly and annual Reporting Packs for consolidation Ensuring accurate and timely reporting to the MD to support them in reporting to the Board in pre-determined formats with variance analysis and actionable commentary Assisting the MD in the annual budgeting process along with quarterly forecasts Partnering with sales, marketing, and operational teams to provide meaningful financial insights to non-finance stakeholders Reviewing and approving weekly and monthly payment runs. Responsible for the year-end process and principal day-to-day contact with the external auditors /tax advisers and overseeing the annual audit / corporate tax compliance process including review of the statutory accounts / tax computation for multiple entities Delivering detailed financial analysis, identifying trends, risks, and opportunities Driving cost control initiatives and improving overall financial performance Reviewing and improving systems, processes, and controls to enhance efficiency The role requires a candidate who can combine ensuring strong financial governance, producing high quality reporting and supporting commercial growth. The role requires experience from a similar senior finance role, candidates can be qualified (ACCA / CIMA /ACA) or qualified by experience.
BRAND NEW ROLE - Senior Financial Administrator Maidstone offices (Kent) Boutique financial planning practice Up to £40,000 basic salary plus bonuses 24 days holiday, DIS, Private medical cover, life cover, income protection 4 days in the office per week with early finish on Fridays Supporting 2 established financial advisers Conducting end-to-end admin and basic report writing Working with retirees, families, city professionals and business owners Business mix: pensions, investments, tax planning, retirement planning Average client has £330k - £500k invested 20 clients with above £1m invested Assisting with 500 Kent based clients Knowledge of Intelligent Office is highly advantageous Platforms: Aviva, AJ Bell, Transact, Quilter amongst others If you're an experienced financial planning administrator and seeking a new opportunity and this role sounds of interest please get in touch with Peter at Financial Divisions.
May 25, 2026
Full time
BRAND NEW ROLE - Senior Financial Administrator Maidstone offices (Kent) Boutique financial planning practice Up to £40,000 basic salary plus bonuses 24 days holiday, DIS, Private medical cover, life cover, income protection 4 days in the office per week with early finish on Fridays Supporting 2 established financial advisers Conducting end-to-end admin and basic report writing Working with retirees, families, city professionals and business owners Business mix: pensions, investments, tax planning, retirement planning Average client has £330k - £500k invested 20 clients with above £1m invested Assisting with 500 Kent based clients Knowledge of Intelligent Office is highly advantageous Platforms: Aviva, AJ Bell, Transact, Quilter amongst others If you're an experienced financial planning administrator and seeking a new opportunity and this role sounds of interest please get in touch with Peter at Financial Divisions.
There are over 200 live vacancies in the London area for paraplanners, but this particular one is a rather niche opportunity with a High Net Worth Specialist IFA in prestigious City of London offices. Paraplanner - London (near Bank) Up to £60,000 Hybrid working Are you an experienced Paraplanner looking to join a forward-thinking wealth management firm in the heart of the City? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice. The Role: Based centrally, you will support two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You'll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience. Key Responsibilities: Preparing detailed suitability reports across pensions, investments and protection Conducting technical research and analysis to support advice recommendations Liaising with Advisers, administrators and providers Ensuring all work meets regulatory and compliance standards To be considered for this paraplanner opportunity: At least Diploma Level 4 ( though ideally Chartered status) Previous experience as a Paraplanner within an IFA / wealth management firm Strong technical knowledge across pensions and investments The role is offered on a hybrid basis ( 3 days working from the offices) and is available immediately. Please contact us for immediate consideration.
May 25, 2026
Full time
There are over 200 live vacancies in the London area for paraplanners, but this particular one is a rather niche opportunity with a High Net Worth Specialist IFA in prestigious City of London offices. Paraplanner - London (near Bank) Up to £60,000 Hybrid working Are you an experienced Paraplanner looking to join a forward-thinking wealth management firm in the heart of the City? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice. The Role: Based centrally, you will support two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You'll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience. Key Responsibilities: Preparing detailed suitability reports across pensions, investments and protection Conducting technical research and analysis to support advice recommendations Liaising with Advisers, administrators and providers Ensuring all work meets regulatory and compliance standards To be considered for this paraplanner opportunity: At least Diploma Level 4 ( though ideally Chartered status) Previous experience as a Paraplanner within an IFA / wealth management firm Strong technical knowledge across pensions and investments The role is offered on a hybrid basis ( 3 days working from the offices) and is available immediately. Please contact us for immediate consideration.
Senior Financial Support Advisor Cwmbran, South Wales Permanent - Hybrid Salary:£40k Our Client We are looking to recruit a Senior Financial Support Adviser to join our clients expanding multi-business group which covers Financial Services and Estate Planning click apply for full job details
May 25, 2026
Full time
Senior Financial Support Advisor Cwmbran, South Wales Permanent - Hybrid Salary:£40k Our Client We are looking to recruit a Senior Financial Support Adviser to join our clients expanding multi-business group which covers Financial Services and Estate Planning click apply for full job details
My client is an established business, a business to business sales and distribution organisation, part of a global group. They seek a Senior Finance Manager to to join the business, lead the finance team and act as a business partner to the Management Director. You will lead finance for the UK function and liaise with the international group finance function. The role combines technical knowledge, commercial acumen and leadership skills. This is a permanent role based at the head office in mis-Essex with some flexibility for hybrid working. The salary available is £60-70,000 plus benefits (pension / healthcare.) Key Responsibilities will include: Leading, mentoring, and developing a small finance team and fostering a culture of improvement Taking responsibility for the preparation of the monthly Management Accounts, quarterly and annual Reporting Packs for consolidation Ensuring accurate and timely reporting to the MD to support them in reporting to the Board in pre-determined formats with variance analysis and actionable commentary Assisting the MD in the annual budgeting process along with quarterly forecasts Partnering with sales, marketing, and operational teams to provide meaningful financial insights to non-finance stakeholders Reviewing and approving weekly and monthly payment runs. Responsible for the year-end process and principal day-to-day contact with the external auditors /tax advisers and overseeing the annual audit / corporate tax compliance process including review of the statutory accounts / tax computation for multiple entities Delivering detailed financial analysis, identifying trends, risks, and opportunities Driving cost control initiatives and improving overall financial performance Reviewing and improving systems, processes, and controls to enhance efficiency The role requires a candidate who can combine ensuring strong financial governance, produce high quality reporting and supporting commercial growth. The role requires experience from a similar senior finance role, this could be a role that is a step in to management. Candidates can be qualified (ACCA / CIMA /ACA) or qualified by experience, experience of Netsuite would be advantageous.
May 25, 2026
Full time
My client is an established business, a business to business sales and distribution organisation, part of a global group. They seek a Senior Finance Manager to to join the business, lead the finance team and act as a business partner to the Management Director. You will lead finance for the UK function and liaise with the international group finance function. The role combines technical knowledge, commercial acumen and leadership skills. This is a permanent role based at the head office in mis-Essex with some flexibility for hybrid working. The salary available is £60-70,000 plus benefits (pension / healthcare.) Key Responsibilities will include: Leading, mentoring, and developing a small finance team and fostering a culture of improvement Taking responsibility for the preparation of the monthly Management Accounts, quarterly and annual Reporting Packs for consolidation Ensuring accurate and timely reporting to the MD to support them in reporting to the Board in pre-determined formats with variance analysis and actionable commentary Assisting the MD in the annual budgeting process along with quarterly forecasts Partnering with sales, marketing, and operational teams to provide meaningful financial insights to non-finance stakeholders Reviewing and approving weekly and monthly payment runs. Responsible for the year-end process and principal day-to-day contact with the external auditors /tax advisers and overseeing the annual audit / corporate tax compliance process including review of the statutory accounts / tax computation for multiple entities Delivering detailed financial analysis, identifying trends, risks, and opportunities Driving cost control initiatives and improving overall financial performance Reviewing and improving systems, processes, and controls to enhance efficiency The role requires a candidate who can combine ensuring strong financial governance, produce high quality reporting and supporting commercial growth. The role requires experience from a similar senior finance role, this could be a role that is a step in to management. Candidates can be qualified (ACCA / CIMA /ACA) or qualified by experience, experience of Netsuite would be advantageous.
Security Assurance Analyst (Contractor) Reports To: Head of Information and Cyber Security Department: Information Security Location: London (Hybrid - 2 days per week onsite) Contract Type: Contract (3 months) Organisation: Financial Services Compensation Scheme (FSCS) About the Role We are seeking a Security Assurance Analyst to support a strategic sourcing programme within our Information Security function. This is a short-term, delivery-focused contract role centred on evaluating Security Operations Centre (SOC) service performance, conducting structured comparisons across service pillars, and producing clear, evidence-based assessment outputs to support a provider transition. You will work within a small, professional security team and will be expected to operate independently, delivering high-quality analysis and documentation to tight timescales. Key Responsibilities Review and critically evaluate SOC performance reporting across core service pillars, assessing quality, completeness, and relevance Define what meaningful performance measurement looks like across: Managed Detection and Response (MDR) Vulnerability Management Cyber Threat Intelligence Continuous Improvement Conduct structured comparisons of SOC provider performance, identifying material differences across key service dimensions Produce comparative performance assessments at agreed intervals during the transition and dual-running period, including: Detailed technical analysis Clear executive summaries for senior stakeholders Collaborate with the Project Manager, Legal advisers, and internal stakeholders to ensure outputs align with contractual and operational requirements Skills, Knowledge & Experience Solid understanding of SOC service delivery, including MDR, Vulnerability Management, and Cyber Threat Intelligence Experience reviewing, interpreting, and critically assessing security performance data and management information Strong analytical skills, with the ability to identify trends, gaps, and meaningful insights Excellent written communication skills, with the ability to produce clear, structured documentation for both technical and non-technical audiences Comfortable working independently in a fast-paced environment with minimal supervision Desirable: Experience supporting vendor assessments, supplier evaluations, or security sourcing programmes Familiarity with SOC performance metrics, SLAs, and service reporting frameworks Key Deliverables Comparative SOC performance assessments produced at agreed intervals throughout the transition and dual-running period Each deliverable to include: A detailed technical assessment A concise executive summary suitable for senior stakeholders We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention. Adecco is an employment consultancy. We put expertise, energy, and passion 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, and more. We do this by showcasing their talents, skills, and unique experience in an all-encompassing environment that helps them thrive. Candidates will ideally show evidence of the above in their CV to be considered. Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly. Pontoon is an employment consultancy and operates as an equal opportunity's employer. Please email me (url removed)
May 25, 2026
Contractor
Security Assurance Analyst (Contractor) Reports To: Head of Information and Cyber Security Department: Information Security Location: London (Hybrid - 2 days per week onsite) Contract Type: Contract (3 months) Organisation: Financial Services Compensation Scheme (FSCS) About the Role We are seeking a Security Assurance Analyst to support a strategic sourcing programme within our Information Security function. This is a short-term, delivery-focused contract role centred on evaluating Security Operations Centre (SOC) service performance, conducting structured comparisons across service pillars, and producing clear, evidence-based assessment outputs to support a provider transition. You will work within a small, professional security team and will be expected to operate independently, delivering high-quality analysis and documentation to tight timescales. Key Responsibilities Review and critically evaluate SOC performance reporting across core service pillars, assessing quality, completeness, and relevance Define what meaningful performance measurement looks like across: Managed Detection and Response (MDR) Vulnerability Management Cyber Threat Intelligence Continuous Improvement Conduct structured comparisons of SOC provider performance, identifying material differences across key service dimensions Produce comparative performance assessments at agreed intervals during the transition and dual-running period, including: Detailed technical analysis Clear executive summaries for senior stakeholders Collaborate with the Project Manager, Legal advisers, and internal stakeholders to ensure outputs align with contractual and operational requirements Skills, Knowledge & Experience Solid understanding of SOC service delivery, including MDR, Vulnerability Management, and Cyber Threat Intelligence Experience reviewing, interpreting, and critically assessing security performance data and management information Strong analytical skills, with the ability to identify trends, gaps, and meaningful insights Excellent written communication skills, with the ability to produce clear, structured documentation for both technical and non-technical audiences Comfortable working independently in a fast-paced environment with minimal supervision Desirable: Experience supporting vendor assessments, supplier evaluations, or security sourcing programmes Familiarity with SOC performance metrics, SLAs, and service reporting frameworks Key Deliverables Comparative SOC performance assessments produced at agreed intervals throughout the transition and dual-running period Each deliverable to include: A detailed technical assessment A concise executive summary suitable for senior stakeholders We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention. Adecco is an employment consultancy. We put expertise, energy, and passion 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, and more. We do this by showcasing their talents, skills, and unique experience in an all-encompassing environment that helps them thrive. Candidates will ideally show evidence of the above in their CV to be considered. Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly. Pontoon is an employment consultancy and operates as an equal opportunity's employer. Please email me (url removed)
Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 24, 2026
Full time
Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Job Title: Director of Investment and Finance Location: Aberdeen Reporting to: Director of GBE Local (Pending appointment of the Local Managing Director) Number of Roles Available: 1 Company Overview Join Great British Energy and be part of powering the UK's Clean Energy Future. At GBE, we're not just building an energy company - we're shaping the future of the UK's energy landscape. Our mission is clear: Drive clean energy deployment across the UK as a strategic developer, investor, and owner of renewable projects Deliver benefits for communities and taxpayers, ensuring the clean energy transition creates jobs, boosts local economies, and increases public ownership We focus on innovation, sustainability, and impact, working on projects that matter - from large-scale national renewable investments to empowering local and community energy initiatives Joining GBE means: Purpose-driven work: Be part of a national effort to accelerate the clean energy transition Career growth: Opportunities to develop expertise in cutting-edge energy technologies and strategic investment Collaboration and flexibility: Work with passionate professionals in a dynamic, forward-thinking environment If you want to make a real difference and help power a greener, fairer future for the UK, GBE is the place for you. We welcome applications from all backgrounds and communities. If you require reasonable adjustments during the recruitment process, please let us know. About the Role Great British Energy is looking for a Director of Investment and Finance to join our GBE Local Directorate Team. This role will play a key part in contributing to projects, objectives, and wider organisational goals. Key Responsibilities Develop and maintain the GBE Local finance and funding strategy, ensuring it is aligned to the GBE company strategy and Local Power Plan objectives and is deliverable within agreed constraints Translate strategy into clear annual plans, spend profiles and performance metrics; monitor delivery against targets and lead corrective action where required Lead portfolio level financial planning, modelling and structuring for distributed/local energy portfolios, including approach to capital stacks, risk-sharing, revenue stabilisation and crowding-in private finance Oversee project and portfolio underwriting to investment grade standards, ensuring robust governance, documentation and assurance for investment decisions, including stage gate submissions Lead financial transaction design and delivery (including engagement with HM Treasury and other stakeholders) and ensure compliance with public finance requirements (including RDEL/CDEL treatment and concessionality considerations where relevant) Ensure the Local and Community Portfolio Model and associated tools (including the Project Assessment Tool (PAT) and portfolio aggregation methods) are fit-for-purpose, quality assured, and maintain a clear golden thread from inputs to decision outputs Commission and integrate market intelligence (e.g., forward curves, PPA benchmarks and policy/regulatory monitoring) to ensure modelling assumptions remain market-reflective and risk analysis is robust Provide leadership on value for money, financial controls and performance reporting for GBE Locals investment activity, working with central finance to ensure appropriate budgeting, forecasting and reporting Build and lead a high-performing team in line with the interim finance team structure, including senior project finance (portfolio structuring and deal execution), PAT/data modelling, and market analysis capability; set clear objectives, develop capability and foster a strong culture of delivery, integrity and continuous improvement Act as a key senior stakeholder for finance and funding across the Local directorate, advising the Local MD and fellow Directors and representing GBE Local with external partners, investors, lenders, Combined Authorities and advisers Qualifications and Experience Essential: Experience in energy markets and low-carbon infrastructure investment, including revenue models (e.g., PPAs, CfD/merchant exposure), and/or financing distributed energy portfolios Senior leadership experience in investment, corporate finance, project finance, treasury, structured finance and/or public finance, with accountability for strategy, budgets and delivery outcomes Demonstrable track record of developing and executing finance and funding strategies, including translating objectives into spend profiles, performance metrics and delivery plans Expertise in investment appraisal, financial modelling and assurance, including risk analysis, sensitivities/scenarios and producing investment papers for senior governance Experience structuring portfolios and transactions (e.g., senior/junior debt and equity, credit enhancement, revenue stabilisation mechanisms) and engaging credibly with investors and lenders Strong understanding of public sector financial frameworks and governance (or ability to acquire quickly), including working with HM Treasury and applying value-for-money, assurance and compliance requirements Strong analytical and performance management skills, able to define and monitor KPIs, manage budgets/forecasts, and drive delivery against time, cost and quality constraints Excellent stakeholder management and people leadership: able to build, motivate and develop specialist teams and suppliers, and influence senior leaders and partners to deliver shared objectives Desirable: Experience designing and operationalising blended finance or public-private funding mechanisms, including managing concessionality and state-aid/subsidy control considerations where relevant Experience establishing modelling governance, data/assumption management and market intelligence processes to support investment decision-making at scale Relevant degree or equivalent experience in finance, economics, business, mathematics, engineering or a related field. Investment qualification (e.g., ACA/ACCA/CIMA/CFA Charterholder) is desirable Personal Qualities Takes ownership, shows confidence in decision-making, and is willing to challenge constructively Focuses on delivering meaningful outcomes and making a positive, lasting impact Works collaboratively, valuing different perspectives and building inclusive relationships Proactive and adaptable, with a curiosity to explore new ideas and improve ways of working Resilient and resourceful in a fast-paced environment What We Offer Competitive base salary Performance-related bonus scheme Excellent pension scheme 4x salary life assurance Group income protection 38 days annual leave Flexible working arrangements Ongoing professional development and training Supportive, inclusive working environment How to Apply For further information please contact: Pearse O'Brien Principal Talent Acquisition Specialist 1 2 Application Close Date: 19th May 2026 References Visible links 1. mailto: 2. mailto:
May 24, 2026
Full time
Job Title: Director of Investment and Finance Location: Aberdeen Reporting to: Director of GBE Local (Pending appointment of the Local Managing Director) Number of Roles Available: 1 Company Overview Join Great British Energy and be part of powering the UK's Clean Energy Future. At GBE, we're not just building an energy company - we're shaping the future of the UK's energy landscape. Our mission is clear: Drive clean energy deployment across the UK as a strategic developer, investor, and owner of renewable projects Deliver benefits for communities and taxpayers, ensuring the clean energy transition creates jobs, boosts local economies, and increases public ownership We focus on innovation, sustainability, and impact, working on projects that matter - from large-scale national renewable investments to empowering local and community energy initiatives Joining GBE means: Purpose-driven work: Be part of a national effort to accelerate the clean energy transition Career growth: Opportunities to develop expertise in cutting-edge energy technologies and strategic investment Collaboration and flexibility: Work with passionate professionals in a dynamic, forward-thinking environment If you want to make a real difference and help power a greener, fairer future for the UK, GBE is the place for you. We welcome applications from all backgrounds and communities. If you require reasonable adjustments during the recruitment process, please let us know. About the Role Great British Energy is looking for a Director of Investment and Finance to join our GBE Local Directorate Team. This role will play a key part in contributing to projects, objectives, and wider organisational goals. Key Responsibilities Develop and maintain the GBE Local finance and funding strategy, ensuring it is aligned to the GBE company strategy and Local Power Plan objectives and is deliverable within agreed constraints Translate strategy into clear annual plans, spend profiles and performance metrics; monitor delivery against targets and lead corrective action where required Lead portfolio level financial planning, modelling and structuring for distributed/local energy portfolios, including approach to capital stacks, risk-sharing, revenue stabilisation and crowding-in private finance Oversee project and portfolio underwriting to investment grade standards, ensuring robust governance, documentation and assurance for investment decisions, including stage gate submissions Lead financial transaction design and delivery (including engagement with HM Treasury and other stakeholders) and ensure compliance with public finance requirements (including RDEL/CDEL treatment and concessionality considerations where relevant) Ensure the Local and Community Portfolio Model and associated tools (including the Project Assessment Tool (PAT) and portfolio aggregation methods) are fit-for-purpose, quality assured, and maintain a clear golden thread from inputs to decision outputs Commission and integrate market intelligence (e.g., forward curves, PPA benchmarks and policy/regulatory monitoring) to ensure modelling assumptions remain market-reflective and risk analysis is robust Provide leadership on value for money, financial controls and performance reporting for GBE Locals investment activity, working with central finance to ensure appropriate budgeting, forecasting and reporting Build and lead a high-performing team in line with the interim finance team structure, including senior project finance (portfolio structuring and deal execution), PAT/data modelling, and market analysis capability; set clear objectives, develop capability and foster a strong culture of delivery, integrity and continuous improvement Act as a key senior stakeholder for finance and funding across the Local directorate, advising the Local MD and fellow Directors and representing GBE Local with external partners, investors, lenders, Combined Authorities and advisers Qualifications and Experience Essential: Experience in energy markets and low-carbon infrastructure investment, including revenue models (e.g., PPAs, CfD/merchant exposure), and/or financing distributed energy portfolios Senior leadership experience in investment, corporate finance, project finance, treasury, structured finance and/or public finance, with accountability for strategy, budgets and delivery outcomes Demonstrable track record of developing and executing finance and funding strategies, including translating objectives into spend profiles, performance metrics and delivery plans Expertise in investment appraisal, financial modelling and assurance, including risk analysis, sensitivities/scenarios and producing investment papers for senior governance Experience structuring portfolios and transactions (e.g., senior/junior debt and equity, credit enhancement, revenue stabilisation mechanisms) and engaging credibly with investors and lenders Strong understanding of public sector financial frameworks and governance (or ability to acquire quickly), including working with HM Treasury and applying value-for-money, assurance and compliance requirements Strong analytical and performance management skills, able to define and monitor KPIs, manage budgets/forecasts, and drive delivery against time, cost and quality constraints Excellent stakeholder management and people leadership: able to build, motivate and develop specialist teams and suppliers, and influence senior leaders and partners to deliver shared objectives Desirable: Experience designing and operationalising blended finance or public-private funding mechanisms, including managing concessionality and state-aid/subsidy control considerations where relevant Experience establishing modelling governance, data/assumption management and market intelligence processes to support investment decision-making at scale Relevant degree or equivalent experience in finance, economics, business, mathematics, engineering or a related field. Investment qualification (e.g., ACA/ACCA/CIMA/CFA Charterholder) is desirable Personal Qualities Takes ownership, shows confidence in decision-making, and is willing to challenge constructively Focuses on delivering meaningful outcomes and making a positive, lasting impact Works collaboratively, valuing different perspectives and building inclusive relationships Proactive and adaptable, with a curiosity to explore new ideas and improve ways of working Resilient and resourceful in a fast-paced environment What We Offer Competitive base salary Performance-related bonus scheme Excellent pension scheme 4x salary life assurance Group income protection 38 days annual leave Flexible working arrangements Ongoing professional development and training Supportive, inclusive working environment How to Apply For further information please contact: Pearse O'Brien Principal Talent Acquisition Specialist 1 2 Application Close Date: 19th May 2026 References Visible links 1. mailto: 2. mailto:
NXTGEN are representing a well-established, high-growth financial services organisation seeking an experienced Financial Adviser to make an immediate impact. This is a fantastic opportunity for a proven professional to take ownership of a portfolio, provide strategic advice, and build long-term relationships with high-net-worth and corporate clients. You will deliver advice across investments, pensions, protection, tax planning, and estate strategies, while also supporting and mentoring junior team members. Backed by a strong support team, you'll have the autonomy to manage your own cases and focus on delivering exceptional client outcomes. Key Responsibilities Lead client meetings and provide tailored, strategic financial advice Develop and implement financial plans across investments, pensions, protection, and estate planning Manage client portfolios and retirement strategies Maintain long-term relationships through ongoing reviews and guidance Ensure all advice meets FCA and compliance standards Requirements Level 4 Diploma in Regulated Financial Planning (minimum) Proven experience delivering financial advice across multiple areas Strong analytical, client management, and advisory skills Proactive, commercially aware, and able to mentor junior colleagues Benefits Comprehensive package including pension, life cover, income protection, volunteering day, corporate discounts, and a supportive, collaborative work environment. This is an excellent opportunity for an experienced Financial Adviser looking to take full ownership of their portfolio and grow their career in a thriving, people-focused business. This is a fantastic opportunity for an experienced Financial Adviser looking to take full ownership of their portfolio, make a tangible impact, and grow their career within a thriving, people-focused business. Salary DOE
May 24, 2026
Full time
NXTGEN are representing a well-established, high-growth financial services organisation seeking an experienced Financial Adviser to make an immediate impact. This is a fantastic opportunity for a proven professional to take ownership of a portfolio, provide strategic advice, and build long-term relationships with high-net-worth and corporate clients. You will deliver advice across investments, pensions, protection, tax planning, and estate strategies, while also supporting and mentoring junior team members. Backed by a strong support team, you'll have the autonomy to manage your own cases and focus on delivering exceptional client outcomes. Key Responsibilities Lead client meetings and provide tailored, strategic financial advice Develop and implement financial plans across investments, pensions, protection, and estate planning Manage client portfolios and retirement strategies Maintain long-term relationships through ongoing reviews and guidance Ensure all advice meets FCA and compliance standards Requirements Level 4 Diploma in Regulated Financial Planning (minimum) Proven experience delivering financial advice across multiple areas Strong analytical, client management, and advisory skills Proactive, commercially aware, and able to mentor junior colleagues Benefits Comprehensive package including pension, life cover, income protection, volunteering day, corporate discounts, and a supportive, collaborative work environment. This is an excellent opportunity for an experienced Financial Adviser looking to take full ownership of their portfolio and grow their career in a thriving, people-focused business. This is a fantastic opportunity for an experienced Financial Adviser looking to take full ownership of their portfolio, make a tangible impact, and grow their career within a thriving, people-focused business. Salary DOE
An established technology business based in London is seeking a Financial Controller to join the organisation on an initial six month fixed term contract, with the potential for the role to become permanent. Please note, candidates must be available to start immediately or on short notice . The role offers hybrid working, with 2 - 3 days per week in the office and would suit a seasoned Accountant or Finance Manager. Reporting directly to the Chief Financial Officer as part of a small finance team, the Financial Controller will take overall responsibility for the finance function across the UK business and two overseas subsidiaries. This is a broad, hands-on role and would suit an experienced Financial Controller who enjoys operating at both strategic and transactional levels within an SME environment. The successful candidate will play a key role in delivering accurate and timely financial reporting, supporting budgeting and forecasting processes, maintaining robust financial controls, and partnering with stakeholders across the wider business. The role will involve regular interaction with senior leadership, auditors, banks, tax advisers and international finance teams. Your key responsibilities as Financial Controller will include preparing monthly management accounts within tight deadlines, maintaining the integrity of the general ledger and balance sheet reconciliations, and delivering insightful variance analysis to the CFO. You will co-ordinate annual budgeting and forecasting processes while supporting the preparation of statutory accounts and managing the year-end audit process. The role will also involve overseeing tax and payroll activities, including VAT, PAYE/NI, commission calculations and employee expenses, while ensuring all statutory filings and reporting obligations are completed accurately and on time. In addition, you will take ownership of key finance systems and reporting processes, liaise with overseas subsidiaries and head office finance teams, and support operational areas of the business where required. This is a highly visible role within the business and would suit a commercially minded finance professional who is comfortable working autonomously, taking ownership and adapting to the changing needs of a lean and fast-paced SME environment. The ideal candidate will be a qualified accountant (ACA, ACCA or CIMA) with at least five years' post-qualified experience in a Financial Controller or similar role. You will have a proven track record of delivering accurate reporting within deadline-driven environments and will possess strong technical accounting knowledge alongside excellent commercial awareness. Previous experience working within an SME is highly desirable, as is a hands-on approach and willingness to support across all aspects of finance operations. Strong Excel skills and excellent communication abilities are essential, along with the confidence to build effective working relationships across all levels of the business. Experience with Zoho Books would be advantageous. The salary on offer is £60,000 - £70,000 per annum pro rata depending on experience, plus benefits and the opportunity for the role to become permanent.
May 24, 2026
Full time
An established technology business based in London is seeking a Financial Controller to join the organisation on an initial six month fixed term contract, with the potential for the role to become permanent. Please note, candidates must be available to start immediately or on short notice . The role offers hybrid working, with 2 - 3 days per week in the office and would suit a seasoned Accountant or Finance Manager. Reporting directly to the Chief Financial Officer as part of a small finance team, the Financial Controller will take overall responsibility for the finance function across the UK business and two overseas subsidiaries. This is a broad, hands-on role and would suit an experienced Financial Controller who enjoys operating at both strategic and transactional levels within an SME environment. The successful candidate will play a key role in delivering accurate and timely financial reporting, supporting budgeting and forecasting processes, maintaining robust financial controls, and partnering with stakeholders across the wider business. The role will involve regular interaction with senior leadership, auditors, banks, tax advisers and international finance teams. Your key responsibilities as Financial Controller will include preparing monthly management accounts within tight deadlines, maintaining the integrity of the general ledger and balance sheet reconciliations, and delivering insightful variance analysis to the CFO. You will co-ordinate annual budgeting and forecasting processes while supporting the preparation of statutory accounts and managing the year-end audit process. The role will also involve overseeing tax and payroll activities, including VAT, PAYE/NI, commission calculations and employee expenses, while ensuring all statutory filings and reporting obligations are completed accurately and on time. In addition, you will take ownership of key finance systems and reporting processes, liaise with overseas subsidiaries and head office finance teams, and support operational areas of the business where required. This is a highly visible role within the business and would suit a commercially minded finance professional who is comfortable working autonomously, taking ownership and adapting to the changing needs of a lean and fast-paced SME environment. The ideal candidate will be a qualified accountant (ACA, ACCA or CIMA) with at least five years' post-qualified experience in a Financial Controller or similar role. You will have a proven track record of delivering accurate reporting within deadline-driven environments and will possess strong technical accounting knowledge alongside excellent commercial awareness. Previous experience working within an SME is highly desirable, as is a hands-on approach and willingness to support across all aspects of finance operations. Strong Excel skills and excellent communication abilities are essential, along with the confidence to build effective working relationships across all levels of the business. Experience with Zoho Books would be advantageous. The salary on offer is £60,000 - £70,000 per annum pro rata depending on experience, plus benefits and the opportunity for the role to become permanent.
Recruit UK are supporting an excellent financial services firm with a hire for their Southampton office, they're looking to hire an Investment Administrator on a 12-month fixed-term contract. This Investment Administrator position would suit an experienced financial services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support. Key Responsibilities Act as PoC for complex technical queries from clients, IMs, and IFAs Assist with client and introducer queries via phone and email Support with opening and maintaining client portfolios Process payment instructions, asset sales, and verification call-backs Update client KYC information and process account amendments Support the Senior Investment Administrator/s with work allocation and checking activities Benefits Salary up to £32,000 (DoE) 6% Employer pension contribution Life, Income & Critical Illness protection Private medical & dental insurance Discounts on investment solutions 30 days holiday allowance + buy/sell options Skills & Experience Required Minimum of 2 years' experience within Wealth Management or Investment Management administration Good understanding of the financial services industry Confident communicating with clients, providers and internal stakeholders If you're interested in exploring this Investment Administrator opportunity further, apply today!
May 24, 2026
Contractor
Recruit UK are supporting an excellent financial services firm with a hire for their Southampton office, they're looking to hire an Investment Administrator on a 12-month fixed-term contract. This Investment Administrator position would suit an experienced financial services administrator who can manage investment-related administration and deliver a high level of service to both clients and advisers. The successful candidate will be supporting Investment Managers and wider teams with a range of portfolio and client administration responsibilities as well as being the go-to point of contact for queries and ongoing client support. Key Responsibilities Act as PoC for complex technical queries from clients, IMs, and IFAs Assist with client and introducer queries via phone and email Support with opening and maintaining client portfolios Process payment instructions, asset sales, and verification call-backs Update client KYC information and process account amendments Support the Senior Investment Administrator/s with work allocation and checking activities Benefits Salary up to £32,000 (DoE) 6% Employer pension contribution Life, Income & Critical Illness protection Private medical & dental insurance Discounts on investment solutions 30 days holiday allowance + buy/sell options Skills & Experience Required Minimum of 2 years' experience within Wealth Management or Investment Management administration Good understanding of the financial services industry Confident communicating with clients, providers and internal stakeholders If you're interested in exploring this Investment Administrator opportunity further, apply today!
My client is entering an exciting phase of growth - and looking for an exceptional Senior Chartered Financial Planner to join their London team at a pivotal moment in the firm's trajectory. This is not a typical adviser role. It's a rare opportunity to step directly into a high-value, ultra-high-net-worth client book (£2m+ average assets) , previously managed by a senior leader who is transitioning into a strategic role. You'll inherit deep, long-standing relationships while also shaping the next chapter of growth. Why This Role Stands Out £75-80k basic salary plus bonus + commission Immediate access to a premium UHNW client book Join a Chartered, award-winning, fast-expanding IFA with a strong industry footprint Highly collaborative, visible role with direct influence across the business Clear progression into leadership or management as the firm scales Backed by strong marketing, lead generation, and a forward-thinking executive team A firm with serious, credible growth plans - and the investment to match What You'll Be Doing Taking over and nurturing a portfolio of UHNW clients with complex, multi-generational planning needs Delivering sophisticated, fully independent financial planning at Chartered level Working closely with senior leadership as the business continues its expansion Playing a key role in shaping client strategy, proposition development, and best practice Collaborating with a high-performing team across advice, investment, and operations Contributing to business growth through both inherited relationships and new opportunities What We're Looking For Chartered Financial Planner (Level 6) - essential for this role Extensive experience advising HNW/UHNW clients Strong technical capability across pensions, investments, tax planning, and estate planning A relationship-builder who can inspire trust and deliver exceptional client outcomes Someone ambitious, commercially minded, and ready for a role with visibility and influence A team-player who thrives in a collaborative, modern, growth-driven environment To discuss confidentially, please send your CV to Ursula at Financial Divisions
May 24, 2026
Full time
My client is entering an exciting phase of growth - and looking for an exceptional Senior Chartered Financial Planner to join their London team at a pivotal moment in the firm's trajectory. This is not a typical adviser role. It's a rare opportunity to step directly into a high-value, ultra-high-net-worth client book (£2m+ average assets) , previously managed by a senior leader who is transitioning into a strategic role. You'll inherit deep, long-standing relationships while also shaping the next chapter of growth. Why This Role Stands Out £75-80k basic salary plus bonus + commission Immediate access to a premium UHNW client book Join a Chartered, award-winning, fast-expanding IFA with a strong industry footprint Highly collaborative, visible role with direct influence across the business Clear progression into leadership or management as the firm scales Backed by strong marketing, lead generation, and a forward-thinking executive team A firm with serious, credible growth plans - and the investment to match What You'll Be Doing Taking over and nurturing a portfolio of UHNW clients with complex, multi-generational planning needs Delivering sophisticated, fully independent financial planning at Chartered level Working closely with senior leadership as the business continues its expansion Playing a key role in shaping client strategy, proposition development, and best practice Collaborating with a high-performing team across advice, investment, and operations Contributing to business growth through both inherited relationships and new opportunities What We're Looking For Chartered Financial Planner (Level 6) - essential for this role Extensive experience advising HNW/UHNW clients Strong technical capability across pensions, investments, tax planning, and estate planning A relationship-builder who can inspire trust and deliver exceptional client outcomes Someone ambitious, commercially minded, and ready for a role with visibility and influence A team-player who thrives in a collaborative, modern, growth-driven environment To discuss confidentially, please send your CV to Ursula at Financial Divisions
Paraplanner Vacancy (junior or senior) £35k - £55k + bonuses Chartered IFA firm working with HNW & UHNW clients Offices near Burgess Hill 4 days in the office per week (more flexibility can be offered) Benefits: pension, DIS, income protection, 25 days annual leave My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status. Please get in touch with Peter at Financial Divisions if this is of any interest.
May 24, 2026
Full time
Paraplanner Vacancy (junior or senior) £35k - £55k + bonuses Chartered IFA firm working with HNW & UHNW clients Offices near Burgess Hill 4 days in the office per week (more flexibility can be offered) Benefits: pension, DIS, income protection, 25 days annual leave My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status. Please get in touch with Peter at Financial Divisions if this is of any interest.
A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level. My client - a prestigious, wealth management firm in London - is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You'll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers. If you're looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it. Why this role stands out Work directly with UHNW clients and their families across the UK and internationally Complex, intellectually stimulating cases - multi-jurisdictional planning, trusts, investment structures, cashflow modelling Client-facing from day one , attending meetings and acting as a trusted technical expert Clear progression pathway to Adviser , with full support toward Chartered status Hybrid working in central London , typically 3 days in the office Attractive bonus structure and benefits package Join a firm where paraplanners are respected, empowered, and central to client outcomes The role You'll take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused. Responsibilities include: Wealth Planning Producing suitability reports and annual review letters Creating detailed cashflow models and technical research Reviewing risk profiles and ensuring advice is fully understood by clients Acting as a subject-matter expert on wrappers, products, and planning strategies Supporting advisers with complex case analysis and technical queries Attending client meetings, taking notes, and managing follow-up actions Helping shape the future of paraplanning within the firm What we're looking for Level 4 Diploma qualified (ideally working towards Chartered) Ideally 3-4+ years' paraplanning experience Strong technical knowledge across financial planning Excellent report writing, communication, and client-handling skills Confident working with senior stakeholders and UHNW individuals Proactive, organised, and able to manage multiple complex cases Experience with cashflow modelling and financial planning tools Please send your CV to Ursula Sloan at Financial Divisions
May 24, 2026
Full time
A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level. My client - a prestigious, wealth management firm in London - is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You'll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers. If you're looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it. Why this role stands out Work directly with UHNW clients and their families across the UK and internationally Complex, intellectually stimulating cases - multi-jurisdictional planning, trusts, investment structures, cashflow modelling Client-facing from day one , attending meetings and acting as a trusted technical expert Clear progression pathway to Adviser , with full support toward Chartered status Hybrid working in central London , typically 3 days in the office Attractive bonus structure and benefits package Join a firm where paraplanners are respected, empowered, and central to client outcomes The role You'll take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused. Responsibilities include: Wealth Planning Producing suitability reports and annual review letters Creating detailed cashflow models and technical research Reviewing risk profiles and ensuring advice is fully understood by clients Acting as a subject-matter expert on wrappers, products, and planning strategies Supporting advisers with complex case analysis and technical queries Attending client meetings, taking notes, and managing follow-up actions Helping shape the future of paraplanning within the firm What we're looking for Level 4 Diploma qualified (ideally working towards Chartered) Ideally 3-4+ years' paraplanning experience Strong technical knowledge across financial planning Excellent report writing, communication, and client-handling skills Confident working with senior stakeholders and UHNW individuals Proactive, organised, and able to manage multiple complex cases Experience with cashflow modelling and financial planning tools Please send your CV to Ursula Sloan at Financial Divisions
IFA / Independent Financial Adviser - Existing Client Bank (Henley & Marlow Area) £50,000-£60,000 + 30% Bonus Remote / Field-Based A growing, well-established IFA practice in the Henley / Marlow / Reading region is looking to appoint a Level 4 Diploma-qualified, CAS-status Independent Financial Adviser to take over and nurture an existing client bank. This is a rare opportunity to join a supportive team, inherit warm, loyal clients from day one, and build a long-term advisory career with genuine succession prospects. The Opportunity £50,000-£60,000 base salary (flexible for the right person) + 30% bonus Immediate client allocation: 15 households transferred on day one 60-client Reading book being acquired by year-end Senior adviser with 200+ households for longer-term succession Field-based / remote role - meet clients in person or via Teams, whichever suits, but you do need to be local to the Buckinghamshire, Berkshire, or Oxfordshire area. Work closely with a senior adviser providing hands-on guidance and mentoring Straightforward planning work: ISAs, pensions, bonds, retirement planning, IHT Clear runway to take over retiring advisers' books as the firm continues to grow About the Firm Medium-sized IFA practice with 8 advisers Fully remote admin/support structure No central office (small garden offices are available if preferred) Strong inflow of clients via adviser retirements and regulated takeovers Culture centred on simplicity, long-term client relationships, and high-quality ongoing servicing What You'll Be Doing Managing and servicing an existing HNW client bank Conducting annual reviews and ensuring ongoing advice obligations are met Meeting clients across Henley, Marlow, Reading and surrounding areas Working under the guidance of a senior adviser while still operating autonomously Providing clear, simple, client-friendly financial advice What We're Looking For Level 4 Diploma + CAS (essential) Someone early-career, ambitious, and hungry to grow with the business A relationship-builder, not a cold-hunter Comfortable working remotely and travelling to client meetings Professional, personable, and committed to long-term progression Why This Role? Warm clients, zero cold-hunting Clear succession plan and long-term security Strong mentoring and development from senior advisers Flexibility in working style Opportunity to step into a large legacy client bank over time Apply Now If you're a Level 4/CAS adviser looking for a long-term home, the chance to inherit quality clients, and a supportive firm that invests in your growth, we'd love to hear from you.
May 24, 2026
Full time
IFA / Independent Financial Adviser - Existing Client Bank (Henley & Marlow Area) £50,000-£60,000 + 30% Bonus Remote / Field-Based A growing, well-established IFA practice in the Henley / Marlow / Reading region is looking to appoint a Level 4 Diploma-qualified, CAS-status Independent Financial Adviser to take over and nurture an existing client bank. This is a rare opportunity to join a supportive team, inherit warm, loyal clients from day one, and build a long-term advisory career with genuine succession prospects. The Opportunity £50,000-£60,000 base salary (flexible for the right person) + 30% bonus Immediate client allocation: 15 households transferred on day one 60-client Reading book being acquired by year-end Senior adviser with 200+ households for longer-term succession Field-based / remote role - meet clients in person or via Teams, whichever suits, but you do need to be local to the Buckinghamshire, Berkshire, or Oxfordshire area. Work closely with a senior adviser providing hands-on guidance and mentoring Straightforward planning work: ISAs, pensions, bonds, retirement planning, IHT Clear runway to take over retiring advisers' books as the firm continues to grow About the Firm Medium-sized IFA practice with 8 advisers Fully remote admin/support structure No central office (small garden offices are available if preferred) Strong inflow of clients via adviser retirements and regulated takeovers Culture centred on simplicity, long-term client relationships, and high-quality ongoing servicing What You'll Be Doing Managing and servicing an existing HNW client bank Conducting annual reviews and ensuring ongoing advice obligations are met Meeting clients across Henley, Marlow, Reading and surrounding areas Working under the guidance of a senior adviser while still operating autonomously Providing clear, simple, client-friendly financial advice What We're Looking For Level 4 Diploma + CAS (essential) Someone early-career, ambitious, and hungry to grow with the business A relationship-builder, not a cold-hunter Comfortable working remotely and travelling to client meetings Professional, personable, and committed to long-term progression Why This Role? Warm clients, zero cold-hunting Clear succession plan and long-term security Strong mentoring and development from senior advisers Flexibility in working style Opportunity to step into a large legacy client bank over time Apply Now If you're a Level 4/CAS adviser looking for a long-term home, the chance to inherit quality clients, and a supportive firm that invests in your growth, we'd love to hear from you.
Employed Financial Adviser - Clients provided - Established Wealth Management Practice Salary: £70,000 + Bonus (OTE £100k+) + Full Benefits Package The Opportunity A highly successful and growing wealth management practice is seeking an experienced Employed Financial Adviser to join its team during an exciting period of expansion. Established in 2017, the firm manages over £130m of client assets and provides holistic financial planning advice to a loyal and expanding client base of individuals and families. With a new office launch planned and continued growth ambitions, this is an excellent opportunity to inherit a high-quality client bank and play a key role in the firm's future success. The Role This is a client-facing advisory position offering the rare opportunity to take over an established portfolio of 150-200 clients from day one. You will be responsible for delivering ongoing holistic advice, conducting regular reviews, and identifying new planning opportunities, alongside converting inbound enquiries generated by the firm. Key Responsibilities Manage and develop an assigned client bank of 150-200 clients as the primary adviser Conduct annual reviews and ongoing financial planning meetings Deliver holistic advice across investments, pensions, protection, and estate planning Identify new business opportunities within the existing client base Convert inbound enquiries and firm-generated leads Prepare or oversee suitability reports and maintain accurate client records Ensure all advice is compliant and aligned with regulatory standards Work collaboratively with the wider team including paraplanning and administration Performance Expectations Conduct approximately 10-15 client meetings per week once established Contribute to new business targets through referrals and inbound lead conversion Maintain high levels of client service in line with the firm's standards Requirements Level 4 Diploma in Financial Planning (minimum) Currently registered with the FCA as an approved person Minimum 2 years' experience as a Financial Adviser post-qualification Strong technical knowledge across investments, pensions, and protection Excellent interpersonal and client relationship management skills Ability to manage a busy diary and work independently Commercial awareness with a proactive approach to business development Desirable Chartered status or working towards Chartered Financial Planner Experience in cashflow planning, inheritance tax planning, or later life advice Experience working with business owners or senior professionals Knowledge of the Thames Valley / Berkshire market What's on Offer Basic salary up to £70,000 (dependent on experience) Bonus: 10% of Initial Advice Fees (IAF) on all new business written Immediate access to a client bank of 150-200 clients Regular inbound enquiries generated by the firm Paraplanning and administrative support as your client bank grows Matched pension contributions Private medical insurance, income protection, and death in service cover Laptop and full support infrastructure Clear progression within a growing and ambitious practice This is a rare opportunity for a motivated Financial Adviser to join a well-established firm, inherit a strong client base, and benefit from ongoing lead generation and support. To apply or find out more, please contact Ryan at Financial Divisions.
May 24, 2026
Full time
Employed Financial Adviser - Clients provided - Established Wealth Management Practice Salary: £70,000 + Bonus (OTE £100k+) + Full Benefits Package The Opportunity A highly successful and growing wealth management practice is seeking an experienced Employed Financial Adviser to join its team during an exciting period of expansion. Established in 2017, the firm manages over £130m of client assets and provides holistic financial planning advice to a loyal and expanding client base of individuals and families. With a new office launch planned and continued growth ambitions, this is an excellent opportunity to inherit a high-quality client bank and play a key role in the firm's future success. The Role This is a client-facing advisory position offering the rare opportunity to take over an established portfolio of 150-200 clients from day one. You will be responsible for delivering ongoing holistic advice, conducting regular reviews, and identifying new planning opportunities, alongside converting inbound enquiries generated by the firm. Key Responsibilities Manage and develop an assigned client bank of 150-200 clients as the primary adviser Conduct annual reviews and ongoing financial planning meetings Deliver holistic advice across investments, pensions, protection, and estate planning Identify new business opportunities within the existing client base Convert inbound enquiries and firm-generated leads Prepare or oversee suitability reports and maintain accurate client records Ensure all advice is compliant and aligned with regulatory standards Work collaboratively with the wider team including paraplanning and administration Performance Expectations Conduct approximately 10-15 client meetings per week once established Contribute to new business targets through referrals and inbound lead conversion Maintain high levels of client service in line with the firm's standards Requirements Level 4 Diploma in Financial Planning (minimum) Currently registered with the FCA as an approved person Minimum 2 years' experience as a Financial Adviser post-qualification Strong technical knowledge across investments, pensions, and protection Excellent interpersonal and client relationship management skills Ability to manage a busy diary and work independently Commercial awareness with a proactive approach to business development Desirable Chartered status or working towards Chartered Financial Planner Experience in cashflow planning, inheritance tax planning, or later life advice Experience working with business owners or senior professionals Knowledge of the Thames Valley / Berkshire market What's on Offer Basic salary up to £70,000 (dependent on experience) Bonus: 10% of Initial Advice Fees (IAF) on all new business written Immediate access to a client bank of 150-200 clients Regular inbound enquiries generated by the firm Paraplanning and administrative support as your client bank grows Matched pension contributions Private medical insurance, income protection, and death in service cover Laptop and full support infrastructure Clear progression within a growing and ambitious practice This is a rare opportunity for a motivated Financial Adviser to join a well-established firm, inherit a strong client base, and benefit from ongoing lead generation and support. To apply or find out more, please contact Ryan at Financial Divisions.
Job Title: Senior Wealth Planning Assistant Job ID: 10384 Location: Leeds Salary: Up to £40,000 Recruit UK are working on behalf of a highly regarded wealth management firm in Leeds to recruit an experienced Senior Wealth Planning Assistant. This role would suit you if you are due to complete your final exams or currently doing some work with Paraplanners and have a good understanding to support them. This is an excellent opportunity for an experienced IFA Administrator or Wealth Planning Assistant looking to join a professional and supportive business where staff retention, employee wellbeing and long-term career development are a genuine priority. Working closely with Wealth Planners, you will provide senior level administrative support across the full client journey, ensuring all client servicing, new business and adviser support work is handled efficiently, accurately and in line with compliance procedures. This role will also involve acting as a key support figure within the wider team, assisting junior members and helping to drive service standards. This position is offered on an initial 3 month period ideally leading to become a permanent role. The role includes: Providing full end-to-end administrative support to Wealth Planners Processing new business and client onboarding documentation Liaising with providers and internal departments Preparing valuations, review packs and meeting documentation Managing adviser diaries and arranging client meetings Completing post meeting actions and client correspondence Maintaining accurate client records across internal systems Handling billing, invoices and commission administration Supporting submissions to paraplanning Acting as a first point of contact for client queries Contributing to process improvements and team efficiency Benefits: Salary up to £40,000 depending on experience Hybrid working available after first month 25 days holiday plus bank holidays Matched pension contribution Private medical insurance Medical cash plan Life assurance and income protection Employee wellbeing initiatives and assistance programme Mentoring schemes and continued professional development Excellent long-term career prospects Fantastic collaborative working culture What they are looking for: Previous experience within IFA Administration or Wealth Planning support One exam away from completion Strong understanding of the end-to-end financial planning process Knowledge of pensions, investments and financial planning products Excellent organisational skills and attention to detail Strong communication and client service ability Ability to manage workloads in a fast-paced professional environment This is a standout opportunity for an experienced financial planning support professional looking to step into a senior position within a highly respected wealth management environment.
May 24, 2026
Full time
Job Title: Senior Wealth Planning Assistant Job ID: 10384 Location: Leeds Salary: Up to £40,000 Recruit UK are working on behalf of a highly regarded wealth management firm in Leeds to recruit an experienced Senior Wealth Planning Assistant. This role would suit you if you are due to complete your final exams or currently doing some work with Paraplanners and have a good understanding to support them. This is an excellent opportunity for an experienced IFA Administrator or Wealth Planning Assistant looking to join a professional and supportive business where staff retention, employee wellbeing and long-term career development are a genuine priority. Working closely with Wealth Planners, you will provide senior level administrative support across the full client journey, ensuring all client servicing, new business and adviser support work is handled efficiently, accurately and in line with compliance procedures. This role will also involve acting as a key support figure within the wider team, assisting junior members and helping to drive service standards. This position is offered on an initial 3 month period ideally leading to become a permanent role. The role includes: Providing full end-to-end administrative support to Wealth Planners Processing new business and client onboarding documentation Liaising with providers and internal departments Preparing valuations, review packs and meeting documentation Managing adviser diaries and arranging client meetings Completing post meeting actions and client correspondence Maintaining accurate client records across internal systems Handling billing, invoices and commission administration Supporting submissions to paraplanning Acting as a first point of contact for client queries Contributing to process improvements and team efficiency Benefits: Salary up to £40,000 depending on experience Hybrid working available after first month 25 days holiday plus bank holidays Matched pension contribution Private medical insurance Medical cash plan Life assurance and income protection Employee wellbeing initiatives and assistance programme Mentoring schemes and continued professional development Excellent long-term career prospects Fantastic collaborative working culture What they are looking for: Previous experience within IFA Administration or Wealth Planning support One exam away from completion Strong understanding of the end-to-end financial planning process Knowledge of pensions, investments and financial planning products Excellent organisational skills and attention to detail Strong communication and client service ability Ability to manage workloads in a fast-paced professional environment This is a standout opportunity for an experienced financial planning support professional looking to step into a senior position within a highly respected wealth management environment.
Paraplanner Location: Edgbaston, Birmingham Salary: Up to £55,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £55,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
May 24, 2026
Full time
Paraplanner Location: Edgbaston, Birmingham Salary: Up to £55,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £55,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Client Accounts Manager job opportunity based in Milton Keynes Interested in joining a friendly team and receiving great benefits, then look no further Working for this leading Chartered Accountants & Tax Advisers in Milton Keynes. The firm is growing, dynamic and innovative, developing new ideas and services to assist our clients. We are committed to our ethos of "friendly expertise" and work hard to make sure that our clients prosper above all else. It is important for this firm to support the communities they work in and look after the planet we all inhabit. They have a year-round programme of fundraising, volunteering opportunities and initiatives to minimise our environmental footprint. You will review and manage a portfolio of jobs within the accounts team. Manage the financial aspects, servicing and developing a client portfolio, including budgeting, negotiation, billing and recovery. Managing statutory accounts preparation assignments and controlling assignment teams. Preparation of Corporate Tax Returns in conjunction with accounts for FRS 105 clients. Preparation of Personal Tax Returns. Finalising accounts under the overall control of the Senior Manager and Principals. Working with Xero and QuickBooks Online and ability to advise cloud-based clients. Ideally you will have the following skills: ACA/ACCA qualified (2 to 5 years PQE) or qualified by experience. Significant accounting experience gained within a professional services environment. Demonstrable working knowledge of accounting standards and corporate tax matters. Experience in personal tax is desirable but not critical. An ability to demonstrate significant experience and knowledge with cloud accounts packages (particularly Xero and QuickBooks Online) and various App integrations. Excellent communication and people management skills. Evidence of a history of managing staff and clients successfully. Competitive Salary and Comprehensive Benefits include flexible time policy - combination of office/home working. 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 24, 2026
Full time
Client Accounts Manager job opportunity based in Milton Keynes Interested in joining a friendly team and receiving great benefits, then look no further Working for this leading Chartered Accountants & Tax Advisers in Milton Keynes. The firm is growing, dynamic and innovative, developing new ideas and services to assist our clients. We are committed to our ethos of "friendly expertise" and work hard to make sure that our clients prosper above all else. It is important for this firm to support the communities they work in and look after the planet we all inhabit. They have a year-round programme of fundraising, volunteering opportunities and initiatives to minimise our environmental footprint. You will review and manage a portfolio of jobs within the accounts team. Manage the financial aspects, servicing and developing a client portfolio, including budgeting, negotiation, billing and recovery. Managing statutory accounts preparation assignments and controlling assignment teams. Preparation of Corporate Tax Returns in conjunction with accounts for FRS 105 clients. Preparation of Personal Tax Returns. Finalising accounts under the overall control of the Senior Manager and Principals. Working with Xero and QuickBooks Online and ability to advise cloud-based clients. Ideally you will have the following skills: ACA/ACCA qualified (2 to 5 years PQE) or qualified by experience. Significant accounting experience gained within a professional services environment. Demonstrable working knowledge of accounting standards and corporate tax matters. Experience in personal tax is desirable but not critical. An ability to demonstrate significant experience and knowledge with cloud accounts packages (particularly Xero and QuickBooks Online) and various App integrations. Excellent communication and people management skills. Evidence of a history of managing staff and clients successfully. Competitive Salary and Comprehensive Benefits include flexible time policy - combination of office/home working. 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.
Financial Planning Administrator Tunbridge Wells (Kent) offices Salary up to £38k plus bonuses 4 days in the office per week My client are a boutique financial planning practice with offices in Tunbridge Wells (Kent) who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. They have a focus on working with HNW families and dealing with lots of intergenerational planning and working with all levels of a family. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, estate planning, IHT, Trusts etc. They have very longstanding relations with local businesses and solicitors who refer business to them. Due to an influx of new business they are seeking a senior administrator to help with all new enquiries they have coming in through recommendation and referral. You will have 3+ years of solid administration experience within a financial planning practice. A well rounded knowledge of the end to end administration process and an array of products will be essential. Knowledge of any of the following would be highly advantageous - Quilter, Scottish Widows, N&G, Microsoft Lists, Voyant, FE Analytics. If this role sounds of interest or any other roles I am working on please get in touch.
May 24, 2026
Full time
Financial Planning Administrator Tunbridge Wells (Kent) offices Salary up to £38k plus bonuses 4 days in the office per week My client are a boutique financial planning practice with offices in Tunbridge Wells (Kent) who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. They have a focus on working with HNW families and dealing with lots of intergenerational planning and working with all levels of a family. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, estate planning, IHT, Trusts etc. They have very longstanding relations with local businesses and solicitors who refer business to them. Due to an influx of new business they are seeking a senior administrator to help with all new enquiries they have coming in through recommendation and referral. You will have 3+ years of solid administration experience within a financial planning practice. A well rounded knowledge of the end to end administration process and an array of products will be essential. Knowledge of any of the following would be highly advantageous - Quilter, Scottish Widows, N&G, Microsoft Lists, Voyant, FE Analytics. If this role sounds of interest or any other roles I am working on please get in touch.
