Head of Advice (Must be Dipfa Qualified) Blaby, Leicestershire Up to £80,000 + Bonus + Outstanding Benefits Are you an experienced Financial Planner looking to take the next step into leadership, or an established Manager seeking a fresh challenge with a highly respected independent financial planning firm? This is an exceptional opportunity to join a thriving, client-focused business where you will play a key role in shaping adviser performance, supporting business growth, and influencing the future direction of the advice function. You will be working closely with senior leadership team, and be responsible for leading a team of Financial Advisers, helping them achieve their full potential while ensuring the delivery of outstanding client outcomes and maintaining the highest professional standards. If you are passionate about people development, operational excellence, and creating a high-performing advice culture, we'd love to hear from you. What's On Offer? Salary up to £80,000 Performance-related bonus scheme 25 days holiday plus bank holidays, increasing with service Generous non-contributory pension scheme Optional salary sacrifice pension arrangements Death in Service benefit (subject to qualifying criteria) Employee Assistance Programme and wellbeing support Modern offices with on-site gym facilities and free parking Ongoing professional development and support towards Chartered status A collaborative, supportive, and forward-thinking culture The opportunity to shape, influence, and develop a successful advice team The Opportunity As Financial Planning Manager, you will be responsible for leading, mentoring, and supporting a team of advisers, providing the guidance and structure needed to help them succeed. This role offers the perfect blend of leadership, coaching, commercial responsibility, and strategic involvement. You'll work collaboratively across compliance, operations, marketing, and support teams to drive business performance and continually enhance the client experience. Importantly, this role offers the chance to make a genuine impact within a growing and highly respected firm that values innovation, professionalism, and long-term career development. Key Responsibilities Lead, motivate, and develop a team of Financial Advisers, fostering a culture of excellence and accountability Coach advisers to maximise performance, client outcomes, and professional development Support recruitment, onboarding, training, and succession planning initiatives Drive operational efficiency and implement best-practice processes across the advice function Monitor adviser performance, workflow, and productivity, identifying opportunities for improvement Collaborate with compliance, operations, and marketing teams to ensure business objectives and regulatory standards are met Analyse management information and performance data to support strategic decision-making Contribute to business growth initiatives by identifying market opportunities and evolving client needs Prepare and present meaningful performance and operational reports to senior management Champion a positive, collaborative, and client-centric culture throughout the business About You We welcome applications from experienced Financial Planners looking to move into leadership, as well as established Financial Services Managers seeking a new opportunity. To be successful, you will have: Proven experience within financial planning or wealth management Previous people management, team leadership, coaching, or mentoring experience Level 4 Diploma in Financial Planning (or equivalent) Strong technical knowledge across pensions, investments, protection, and holistic financial planning Excellent leadership, communication, and relationship-building skills A genuine passion for developing and supporting others Strong commercial awareness and an understanding of business performance drivers Experience using management information and data to improve outcomes High professional standards and a commitment to delivering exceptional client service Progress towards Chartered status would be advantageous but is not essential. Why Join? This is more than a management role. It's an opportunity to help build the next chapter of a successful independent financial planning business while developing talented advisers and making a lasting impact on both clients and colleagues. Whether you're a successful adviser ready to step into leadership or an experienced manager looking for greater influence and responsibility, this role offers an exciting platform for long-term career growth. Apply today through NJR Recruitment for a confidential discussion quoting reference NJR16795
Jun 24, 2026
Full time
Head of Advice (Must be Dipfa Qualified) Blaby, Leicestershire Up to £80,000 + Bonus + Outstanding Benefits Are you an experienced Financial Planner looking to take the next step into leadership, or an established Manager seeking a fresh challenge with a highly respected independent financial planning firm? This is an exceptional opportunity to join a thriving, client-focused business where you will play a key role in shaping adviser performance, supporting business growth, and influencing the future direction of the advice function. You will be working closely with senior leadership team, and be responsible for leading a team of Financial Advisers, helping them achieve their full potential while ensuring the delivery of outstanding client outcomes and maintaining the highest professional standards. If you are passionate about people development, operational excellence, and creating a high-performing advice culture, we'd love to hear from you. What's On Offer? Salary up to £80,000 Performance-related bonus scheme 25 days holiday plus bank holidays, increasing with service Generous non-contributory pension scheme Optional salary sacrifice pension arrangements Death in Service benefit (subject to qualifying criteria) Employee Assistance Programme and wellbeing support Modern offices with on-site gym facilities and free parking Ongoing professional development and support towards Chartered status A collaborative, supportive, and forward-thinking culture The opportunity to shape, influence, and develop a successful advice team The Opportunity As Financial Planning Manager, you will be responsible for leading, mentoring, and supporting a team of advisers, providing the guidance and structure needed to help them succeed. This role offers the perfect blend of leadership, coaching, commercial responsibility, and strategic involvement. You'll work collaboratively across compliance, operations, marketing, and support teams to drive business performance and continually enhance the client experience. Importantly, this role offers the chance to make a genuine impact within a growing and highly respected firm that values innovation, professionalism, and long-term career development. Key Responsibilities Lead, motivate, and develop a team of Financial Advisers, fostering a culture of excellence and accountability Coach advisers to maximise performance, client outcomes, and professional development Support recruitment, onboarding, training, and succession planning initiatives Drive operational efficiency and implement best-practice processes across the advice function Monitor adviser performance, workflow, and productivity, identifying opportunities for improvement Collaborate with compliance, operations, and marketing teams to ensure business objectives and regulatory standards are met Analyse management information and performance data to support strategic decision-making Contribute to business growth initiatives by identifying market opportunities and evolving client needs Prepare and present meaningful performance and operational reports to senior management Champion a positive, collaborative, and client-centric culture throughout the business About You We welcome applications from experienced Financial Planners looking to move into leadership, as well as established Financial Services Managers seeking a new opportunity. To be successful, you will have: Proven experience within financial planning or wealth management Previous people management, team leadership, coaching, or mentoring experience Level 4 Diploma in Financial Planning (or equivalent) Strong technical knowledge across pensions, investments, protection, and holistic financial planning Excellent leadership, communication, and relationship-building skills A genuine passion for developing and supporting others Strong commercial awareness and an understanding of business performance drivers Experience using management information and data to improve outcomes High professional standards and a commitment to delivering exceptional client service Progress towards Chartered status would be advantageous but is not essential. Why Join? This is more than a management role. It's an opportunity to help build the next chapter of a successful independent financial planning business while developing talented advisers and making a lasting impact on both clients and colleagues. Whether you're a successful adviser ready to step into leadership or an experienced manager looking for greater influence and responsibility, this role offers an exciting platform for long-term career growth. Apply today through NJR Recruitment for a confidential discussion quoting reference NJR16795
Job Description The Independent Football Regulator The Independent Football Regulator (IFR) has been established to protect and promote the sustainability of English football, for the benefit of fans and the local communities football clubs serve. The IFR will help improve financial sustainability of clubs, ensure resilience across the leagues, and safeguard the heritage of English football. It will operate a licensing regime; set corporate governance standards and monitor, protect, and promote financial resilience. It will also enforce compliance with requirements on financial regulation, club ownership and directors, fan engagement, and heritage protection. The IFR will also have powers to prohibit clubs from joining competitions that are not fair or meritocratic, or that threaten the heritage or sustainability of English football. The Legal Team The IFR's legal team plays a core role in advising and supporting all areas of our functions. This work will include advising, amongst other issues, on the IFR's powers and obligations, current and future consultation exercises, the legal risks attaching to different regulatory strategies and approaches, regulatory investigations and enforcement, litigation and appeals, the IFR's decision-making obligations, corporate governance and wider public law issues. The Role The IFR is looking to add an additional lawyer with significant corporate law experience to add to/compliment the existing expertise within the IFR's legal function which currently comprises 8 lawyers with a range of public, regulatory, commercial and litigation skills/backgrounds. The role will be b based in our Manchester office. Essential Requirements Post qualification experience advising on corporate law matters including the following: complex corporate ownership structures mergers and acquisitions/investments including in a multi-jurisdictional setting corporate governance and decision-making processes general corporate advisory work, including advising on the Companies Act 2006 The ability to work effectively in a wider team and build trusted relationships with colleagues, clients and others Have a track record of picking up new and complex areas of legal work quickly and providing context-appropriate corporate advice in high-profile and fast-moving situations. The ability to effectively managing legal risk, providing sound legal direction, leadership and oversight to ensure quality outcomes. Creative thinking and excellent judgement to deliver authoritative and credible legal advice, at pace, to facilitate practical solutions. Desirable Skills Experience in public law (ideally working for a regulator) and/or insolvency law Academic and Professional Qualifications Applicants should have a minimum of a 2:2 honours degree in their first degree, in any subject. Where an applicant holds an overseas degree qualification this should be equivalent to a 2:2 degree. We will consider applicants who do not have a 2:2 degree but only where satisfactory evidence of equivalent high level academic and/or professional achievement can be provided (e.g. via relevant experience and results achieved for the Graduate Diploma in Law (GDL)/CPE, Legal Practice Course (LPC), Bar Professional Training Course (BPTC . Applicants must be qualified to practise as a Solicitor, Barrister or Chartered Legal Executive in England and Wales however, we also accept applications from overseas qualified candidates. You must have completed a training contract/pupillage/qualifying employment or have been exempted from this by the Solicitors Regulation Authority and the Bar Standards Board or CILEx. Please note that candidates cannot apply more than 3 months before their qualification date. Professional entry criteria for Chartered Legal Executives (i.e. Fellows): Chartered Legal Executives are eligible to apply where (i) a Qualifying Law Degree (QLD) is held; or (ii) the Graduate Diploma in Law (GDL)/CPE has been completed; or (iii) where exams have been passed (i.e. a score of 50% or above achieved), at CILEx Level 6 , in all of the following seven foundation subjects in law: Contract Law; Criminal Law; Equity and Trusts Law; European Union Law; Land Law; Public Law; Law of Tort Note: There are specific requirements relating to academic achievement in the CILEx Level 6 exams where these are being used to demonstrate 2:2 degree equivalence. Chartered Legal Executives should note that we will be willing to accept an overall average score of 65% or above across exams passed in the seven foundation subjects in law (where studied at CILEx Level 6) as demonstrating 2.2 degree equivalence, where a 2.2 degree is not held. Information Session We are running an information session where prospective applicants can find out more about the role. This will be hosted by members of the IFR legal team and will take place on: Wednesday 1st July at 10.00am The session will be an opportunity to hear more about the role, the team and wider directorate and the department. It will also be an opportunity for you to ask any questions. Please register your interest by filling out this form and you will be sent an invitation. The invites will be sent the night before the session. The sessions are not recorded. Please note that the session will not focus on the IFR recruitment process - please direct any queries that you have on this topic (timelines, reasonable adjustments, onboarding etc) to Terms and Conditions of Employment If successful you will join a Non Departmental Public Body and will be employed as a Public Servant. If you are an existing Civil Servant or a DCMS employee you will no longer have access to Civil Service benefits including the Civil Service pension. The terms and conditions of employment include: Pension 12% An employee contribution of 5%, with an employer contribution of 7%. Flexible Benefit 8% Employees can choose to invest 8% of their base salary into their pension, or take as cash (post tax) Reward we will have a performance based reward programme. 31.5 days annual leave Flexible and hybrid working, 40% in office attendance Occupational sick pay 9 months paid Maternity Leave + generous paternity and adoption leave. A bespoke L&D programme to help you achieve your personal CPD, including paid membership fees Cycle-to-work scheme and much more! How to Apply To apply for this vacancy, you will need to submit the following documents which will assessed against experience ACV setting out your career history, with key responsibilities and achievements. Please ensure you provide employment history that relates to the essential and desirable criteria, and that any gaps in employment history within the last 2 years are explained. The CV should not exceed more than 2 x A4 pages and you should insert your CV into the "Job History" section on Civil Service Jobs on the Civil Service Jobs application form. A Statement of Suitability (a maximum of 500 words) explaining how you consider your personal skills, qualities and experience provide evidence of your suitability for the role in reference to the essential requirements highlighted and explain how you consider your personal skills, qualities and experience evidence your suitability. You may also choose to reference the desirable skills listed however these will not be considered in the assessment of your application except in circumstances where there are a high number and calibre of candidates. For the shortlist, we will select applicants demonstrating the best fit for the role by considering the evidence provided in your application. In the event of a large number of applicants, an initial review will be conducted on the statement of suitability only. Those who are successful in the initial review will then be scored on all elements of the application. The Interview The interview process will consist of two rounds: First Round A presentation with a Q&A session followed by competency-style questions. The presentation title and competency questions will be sent out in advance of the interview. Second round A more general discussion around your CV and experience. Your first round interview will take place online and your second round interview will take place in person at the IFR's Manchester Office. Further Information A reserve list may be held for a period of 12 months from which further appointments can be made. The IFR has a location neutral pay scale. For more information on this, please see the 'Candidate Information Pack' attached. Reasonable Adjustments We are committed to supporting candidates so they can perform at their best throughout the recruitment process. This includes making reasonable adjustments to our process. To request an adjustment, please email Accessibility If you are experiencing accessibility difficulties with any of the attachments, please contact us. Contact details can be found in the 'contact point for applicants' section of the job advert. Feedback . click apply for full job details
Jun 23, 2026
Full time
Job Description The Independent Football Regulator The Independent Football Regulator (IFR) has been established to protect and promote the sustainability of English football, for the benefit of fans and the local communities football clubs serve. The IFR will help improve financial sustainability of clubs, ensure resilience across the leagues, and safeguard the heritage of English football. It will operate a licensing regime; set corporate governance standards and monitor, protect, and promote financial resilience. It will also enforce compliance with requirements on financial regulation, club ownership and directors, fan engagement, and heritage protection. The IFR will also have powers to prohibit clubs from joining competitions that are not fair or meritocratic, or that threaten the heritage or sustainability of English football. The Legal Team The IFR's legal team plays a core role in advising and supporting all areas of our functions. This work will include advising, amongst other issues, on the IFR's powers and obligations, current and future consultation exercises, the legal risks attaching to different regulatory strategies and approaches, regulatory investigations and enforcement, litigation and appeals, the IFR's decision-making obligations, corporate governance and wider public law issues. The Role The IFR is looking to add an additional lawyer with significant corporate law experience to add to/compliment the existing expertise within the IFR's legal function which currently comprises 8 lawyers with a range of public, regulatory, commercial and litigation skills/backgrounds. The role will be b based in our Manchester office. Essential Requirements Post qualification experience advising on corporate law matters including the following: complex corporate ownership structures mergers and acquisitions/investments including in a multi-jurisdictional setting corporate governance and decision-making processes general corporate advisory work, including advising on the Companies Act 2006 The ability to work effectively in a wider team and build trusted relationships with colleagues, clients and others Have a track record of picking up new and complex areas of legal work quickly and providing context-appropriate corporate advice in high-profile and fast-moving situations. The ability to effectively managing legal risk, providing sound legal direction, leadership and oversight to ensure quality outcomes. Creative thinking and excellent judgement to deliver authoritative and credible legal advice, at pace, to facilitate practical solutions. Desirable Skills Experience in public law (ideally working for a regulator) and/or insolvency law Academic and Professional Qualifications Applicants should have a minimum of a 2:2 honours degree in their first degree, in any subject. Where an applicant holds an overseas degree qualification this should be equivalent to a 2:2 degree. We will consider applicants who do not have a 2:2 degree but only where satisfactory evidence of equivalent high level academic and/or professional achievement can be provided (e.g. via relevant experience and results achieved for the Graduate Diploma in Law (GDL)/CPE, Legal Practice Course (LPC), Bar Professional Training Course (BPTC . Applicants must be qualified to practise as a Solicitor, Barrister or Chartered Legal Executive in England and Wales however, we also accept applications from overseas qualified candidates. You must have completed a training contract/pupillage/qualifying employment or have been exempted from this by the Solicitors Regulation Authority and the Bar Standards Board or CILEx. Please note that candidates cannot apply more than 3 months before their qualification date. Professional entry criteria for Chartered Legal Executives (i.e. Fellows): Chartered Legal Executives are eligible to apply where (i) a Qualifying Law Degree (QLD) is held; or (ii) the Graduate Diploma in Law (GDL)/CPE has been completed; or (iii) where exams have been passed (i.e. a score of 50% or above achieved), at CILEx Level 6 , in all of the following seven foundation subjects in law: Contract Law; Criminal Law; Equity and Trusts Law; European Union Law; Land Law; Public Law; Law of Tort Note: There are specific requirements relating to academic achievement in the CILEx Level 6 exams where these are being used to demonstrate 2:2 degree equivalence. Chartered Legal Executives should note that we will be willing to accept an overall average score of 65% or above across exams passed in the seven foundation subjects in law (where studied at CILEx Level 6) as demonstrating 2.2 degree equivalence, where a 2.2 degree is not held. Information Session We are running an information session where prospective applicants can find out more about the role. This will be hosted by members of the IFR legal team and will take place on: Wednesday 1st July at 10.00am The session will be an opportunity to hear more about the role, the team and wider directorate and the department. It will also be an opportunity for you to ask any questions. Please register your interest by filling out this form and you will be sent an invitation. The invites will be sent the night before the session. The sessions are not recorded. Please note that the session will not focus on the IFR recruitment process - please direct any queries that you have on this topic (timelines, reasonable adjustments, onboarding etc) to Terms and Conditions of Employment If successful you will join a Non Departmental Public Body and will be employed as a Public Servant. If you are an existing Civil Servant or a DCMS employee you will no longer have access to Civil Service benefits including the Civil Service pension. The terms and conditions of employment include: Pension 12% An employee contribution of 5%, with an employer contribution of 7%. Flexible Benefit 8% Employees can choose to invest 8% of their base salary into their pension, or take as cash (post tax) Reward we will have a performance based reward programme. 31.5 days annual leave Flexible and hybrid working, 40% in office attendance Occupational sick pay 9 months paid Maternity Leave + generous paternity and adoption leave. A bespoke L&D programme to help you achieve your personal CPD, including paid membership fees Cycle-to-work scheme and much more! How to Apply To apply for this vacancy, you will need to submit the following documents which will assessed against experience ACV setting out your career history, with key responsibilities and achievements. Please ensure you provide employment history that relates to the essential and desirable criteria, and that any gaps in employment history within the last 2 years are explained. The CV should not exceed more than 2 x A4 pages and you should insert your CV into the "Job History" section on Civil Service Jobs on the Civil Service Jobs application form. A Statement of Suitability (a maximum of 500 words) explaining how you consider your personal skills, qualities and experience provide evidence of your suitability for the role in reference to the essential requirements highlighted and explain how you consider your personal skills, qualities and experience evidence your suitability. You may also choose to reference the desirable skills listed however these will not be considered in the assessment of your application except in circumstances where there are a high number and calibre of candidates. For the shortlist, we will select applicants demonstrating the best fit for the role by considering the evidence provided in your application. In the event of a large number of applicants, an initial review will be conducted on the statement of suitability only. Those who are successful in the initial review will then be scored on all elements of the application. The Interview The interview process will consist of two rounds: First Round A presentation with a Q&A session followed by competency-style questions. The presentation title and competency questions will be sent out in advance of the interview. Second round A more general discussion around your CV and experience. Your first round interview will take place online and your second round interview will take place in person at the IFR's Manchester Office. Further Information A reserve list may be held for a period of 12 months from which further appointments can be made. The IFR has a location neutral pay scale. For more information on this, please see the 'Candidate Information Pack' attached. Reasonable Adjustments We are committed to supporting candidates so they can perform at their best throughout the recruitment process. This includes making reasonable adjustments to our process. To request an adjustment, please email Accessibility If you are experiencing accessibility difficulties with any of the attachments, please contact us. Contact details can be found in the 'contact point for applicants' section of the job advert. Feedback . click apply for full job details
We are seeking a proactive and hands-on Finance Manager to oversee the day-to-day financial management of our growing business. With an annual turnover of approximately 1 million, this role is ideal for someone who enjoys working within a small, dynamic team and can combine strong financial management with HR administration and employee support. The successful candidate will take ownership of the finance function, ensuring accurate reporting, robust financial controls, effective cash flow management, and compliance with statutory obligations. In addition, they will support the management team with HR administration, recruitment coordination, payroll processing, and employee record management. This is an excellent opportunity to play a key role in the continued growth and success of the business. Key Responsibilities Finance Manage the company's accounting function using Xero. Prepare monthly management accounts, including profit and loss, balance sheet and cash flow reports. Lead budgeting, forecasting and cash flow planning processes. Monitor financial performance and provide analysis and recommendations to management. Manage sales ledger, purchase ledger and credit control activities. Reconcile bank accounts and maintain accurate financial records. Prepare and submit VAT returns and support year-end accounts preparation. Liaise with external accountants, auditors, banks and other professional advisers. Manage payroll processing and pension administration. Develop and improve financial controls, systems and reporting processes. Ensure compliance with all relevant financial and statutory obligations. HR & People Administration Maintain employee records and HR documentation. Support recruitment activities including advertising vacancies, arranging interviews and onboarding new employees. Coordinate employment contracts, offer letters and probation reviews. Manage holiday, absence and employee records. Assist managers with HR policies and procedures. Coordinate training records and employee development activities. Support payroll administration by maintaining accurate employee data. Act as the first point of contact for day-to-day HR queries. Ensure compliance with employment legislation and company policies. Business Support Provide financial and operational insights to support business decision-making. Assist with strategic planning and growth initiatives. Support continuous improvement of business systems and processes. Contribute to a positive and collaborative working culture. Skills & Experience Essential Previous experience in a Finance Manager, Financial Controller or senior finance role. Strong working knowledge of Xero. Experience producing management accounts and financial reports. Payroll and pension administration experience. Excellent Excel and financial analysis skills. Strong organisational and problem-solving abilities. Ability to work independently and manage multiple priorities. Excellent communication and interpersonal skills. High level of accuracy and attention to detail. Desirable AAT, ACCA, CIMA or equivalent qualification (qualified, part-qualified or qualified by experience). Previous HR administration or HR management experience. Experience working within an SME environment. Knowledge of UK employment legislation. Experience implementing process improvements and financial controls.
Jun 22, 2026
Full time
We are seeking a proactive and hands-on Finance Manager to oversee the day-to-day financial management of our growing business. With an annual turnover of approximately 1 million, this role is ideal for someone who enjoys working within a small, dynamic team and can combine strong financial management with HR administration and employee support. The successful candidate will take ownership of the finance function, ensuring accurate reporting, robust financial controls, effective cash flow management, and compliance with statutory obligations. In addition, they will support the management team with HR administration, recruitment coordination, payroll processing, and employee record management. This is an excellent opportunity to play a key role in the continued growth and success of the business. Key Responsibilities Finance Manage the company's accounting function using Xero. Prepare monthly management accounts, including profit and loss, balance sheet and cash flow reports. Lead budgeting, forecasting and cash flow planning processes. Monitor financial performance and provide analysis and recommendations to management. Manage sales ledger, purchase ledger and credit control activities. Reconcile bank accounts and maintain accurate financial records. Prepare and submit VAT returns and support year-end accounts preparation. Liaise with external accountants, auditors, banks and other professional advisers. Manage payroll processing and pension administration. Develop and improve financial controls, systems and reporting processes. Ensure compliance with all relevant financial and statutory obligations. HR & People Administration Maintain employee records and HR documentation. Support recruitment activities including advertising vacancies, arranging interviews and onboarding new employees. Coordinate employment contracts, offer letters and probation reviews. Manage holiday, absence and employee records. Assist managers with HR policies and procedures. Coordinate training records and employee development activities. Support payroll administration by maintaining accurate employee data. Act as the first point of contact for day-to-day HR queries. Ensure compliance with employment legislation and company policies. Business Support Provide financial and operational insights to support business decision-making. Assist with strategic planning and growth initiatives. Support continuous improvement of business systems and processes. Contribute to a positive and collaborative working culture. Skills & Experience Essential Previous experience in a Finance Manager, Financial Controller or senior finance role. Strong working knowledge of Xero. Experience producing management accounts and financial reports. Payroll and pension administration experience. Excellent Excel and financial analysis skills. Strong organisational and problem-solving abilities. Ability to work independently and manage multiple priorities. Excellent communication and interpersonal skills. High level of accuracy and attention to detail. Desirable AAT, ACCA, CIMA or equivalent qualification (qualified, part-qualified or qualified by experience). Previous HR administration or HR management experience. Experience working within an SME environment. Knowledge of UK employment legislation. Experience implementing process improvements and financial controls.
Are you a seasoned HR professional eager to make a real impact in a dynamic, growing company? This is an exciting opportunity to join a fast-growing distribution business near Fareham that is investing heavily in its People function. The organisation offers a supportive and innovative environment focused on employee engagement and professional development. You'll enjoy a flexible hybrid working model, a competitive salary and a comprehensive benefits package, all while helping to shape a vibrant, high-performing workplace culture. What will the Senior People Advisor role involve? Developing and delivering HR initiatives, including organising workshops and training programmes, and providing guidance to managers to support employee growth and development Acting as a trusted HR adviser to managers, offering coaching and policy guidance to ensure consistent and fair people management practices Managing a variety of employee relations casework, including disciplinaries, grievances and absence management, ensuring fair and compliant outcomes in line with UK employment law Contributing to strategic HR projects, including leadership development, recruitment campaigns, onboarding improvements and performance management initiatives Supporting organisational development through the design of effective structures, clear role definitions and career pathways that support business growth and employee progression Suitable Candidate for the Senior People Advisor vacancy: CIPD Level 5 qualified, or equivalent, with a strong background in managing complex HR casework and excellent knowledge of current UK employment legislation Exceptional communication and interpersonal skills, with the ability to build trusted relationships and influence stakeholders at all levels Proactive and innovative mindset, with enthusiasm for HR project work and a solution-focused approach to challenges Strong commercial awareness and an understanding of how effective HR practices support wider business objectives Collaborative working style, adaptable to change and committed to continuous improvement within the People function Additional benefits and information: Salary £40,000 - £46,000 Salary dependent on experience Generous holiday allowance, including additional leave for long service Hybrid working options and flexibility around working hours Enhanced family-friendly policies Company pension scheme Access to an Employee Assistance Programme Opportunities for career development and progression within a growing organisation How to Apply: If you re excited by this opportunity and have the HR expertise and passion to drive positive change, we d love to hear from you. Please submit your CV and a brief cover letter outlining your relevant experience. CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and does not discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
Jun 22, 2026
Full time
Are you a seasoned HR professional eager to make a real impact in a dynamic, growing company? This is an exciting opportunity to join a fast-growing distribution business near Fareham that is investing heavily in its People function. The organisation offers a supportive and innovative environment focused on employee engagement and professional development. You'll enjoy a flexible hybrid working model, a competitive salary and a comprehensive benefits package, all while helping to shape a vibrant, high-performing workplace culture. What will the Senior People Advisor role involve? Developing and delivering HR initiatives, including organising workshops and training programmes, and providing guidance to managers to support employee growth and development Acting as a trusted HR adviser to managers, offering coaching and policy guidance to ensure consistent and fair people management practices Managing a variety of employee relations casework, including disciplinaries, grievances and absence management, ensuring fair and compliant outcomes in line with UK employment law Contributing to strategic HR projects, including leadership development, recruitment campaigns, onboarding improvements and performance management initiatives Supporting organisational development through the design of effective structures, clear role definitions and career pathways that support business growth and employee progression Suitable Candidate for the Senior People Advisor vacancy: CIPD Level 5 qualified, or equivalent, with a strong background in managing complex HR casework and excellent knowledge of current UK employment legislation Exceptional communication and interpersonal skills, with the ability to build trusted relationships and influence stakeholders at all levels Proactive and innovative mindset, with enthusiasm for HR project work and a solution-focused approach to challenges Strong commercial awareness and an understanding of how effective HR practices support wider business objectives Collaborative working style, adaptable to change and committed to continuous improvement within the People function Additional benefits and information: Salary £40,000 - £46,000 Salary dependent on experience Generous holiday allowance, including additional leave for long service Hybrid working options and flexibility around working hours Enhanced family-friendly policies Company pension scheme Access to an Employee Assistance Programme Opportunities for career development and progression within a growing organisation How to Apply: If you re excited by this opportunity and have the HR expertise and passion to drive positive change, we d love to hear from you. Please submit your CV and a brief cover letter outlining your relevant experience. CMA Recruitment Group is acting as a recruitment agency in relation to this role. CMA complies with all relevant UK legislation and does not discriminate on any protected characteristics. By completing the application process, you agree to the terms outlined in our Privacy Notice and that CMA may contact you in connection with your application in relation to CMA providing you with work finding services. Our Privacy Notice can be viewed under the privacy tab on our website. CMA is currently receiving a high volume of applications. Whilst all applications are considered, regrettably, it may not be possible to respond individually to all applications received.
Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary 30,000 - 34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jun 22, 2026
Full time
Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary 30,000 - 34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Investment Management Administrator Central Manchester Salary up to £30,000 NJR Recruitment are working in Partnership with a Fund Manager who champions the North of England, Northern Ireland and Scotland's ecosystem and wider economy. Based in central Manchester, our client is now looking to recruit an additional 'Client Services Executive' to join their growing team. The primary purpose of the role is to provide support for clients, financial advisers, and internal teams, ensuring that an excellent service is maintained. Responsibilities Deliver an efficient and professional service for all customers and financial advisers Management and administration of all client administration processes, for the lifecycle of all investments, from onboarding to withdrawal Input and maintain accurate records on our back-office system, as well as maintaining the online investor portal Answer incoming calls, taking the initiative to deal with enquiries raised by clients and their financial advisors Provide daily administration support both internally and externally, building relationships and maintaining regular contact with stakeholders Skills & Experience Required Previous experience in a client facing role, preferably within an FCA regulated investment manager or financial adviser firm Strong knowledge of Microsoft 365 programmes is essential, in particular Microsoft Excel Good organisation skills, with an ability to prioritise your workload and meet deadlines, whilst remaining flexible Excellent verbal and written communication skills, ideally with experience of dealing with financial intermediaries and their clients. Takes personal responsibility for consistently delivering high quality work If you come from an FCA background and have knowledge of various products then please send through a copy of your CV to the NJR team. NJR 16752
Jun 22, 2026
Full time
Investment Management Administrator Central Manchester Salary up to £30,000 NJR Recruitment are working in Partnership with a Fund Manager who champions the North of England, Northern Ireland and Scotland's ecosystem and wider economy. Based in central Manchester, our client is now looking to recruit an additional 'Client Services Executive' to join their growing team. The primary purpose of the role is to provide support for clients, financial advisers, and internal teams, ensuring that an excellent service is maintained. Responsibilities Deliver an efficient and professional service for all customers and financial advisers Management and administration of all client administration processes, for the lifecycle of all investments, from onboarding to withdrawal Input and maintain accurate records on our back-office system, as well as maintaining the online investor portal Answer incoming calls, taking the initiative to deal with enquiries raised by clients and their financial advisors Provide daily administration support both internally and externally, building relationships and maintaining regular contact with stakeholders Skills & Experience Required Previous experience in a client facing role, preferably within an FCA regulated investment manager or financial adviser firm Strong knowledge of Microsoft 365 programmes is essential, in particular Microsoft Excel Good organisation skills, with an ability to prioritise your workload and meet deadlines, whilst remaining flexible Excellent verbal and written communication skills, ideally with experience of dealing with financial intermediaries and their clients. Takes personal responsibility for consistently delivering high quality work If you come from an FCA background and have knowledge of various products then please send through a copy of your CV to the NJR team. NJR 16752
Our client is an international law firm with offices in New York & London. They are an award-winning practice featuring in the Sunday Times 100 Best Companies to Work For and numerous other industry specific awards. They have a flexible benefits package that includes 25 days holiday with ability to buy more, in-house doctor, good pension scheme, private medical insurance, subsidised gym membership and dental cover. The Head of Partnership Finance will work closely with the CFO and other Senior Management in relation to partnership accounting and tax affairs of the Firm and Partners. Leading a small team of specialists, this role is ultimately accountable for delivering Partnership Finance: Overseeing a team that is responsible for the accounting and reporting of partner remuneration, payments, capital contributions and other partner balances on a partner-by-partner basis for over 250 partners globally and leading on REM from a finance perspective. Tax: Proactively lead on the tax affairs for the Firm, collaborating with key members of the Finance team to deliver a first-class service to the firm. Projects / Advisory: Utilising expertise and an in-depth knowledge of the Firm, the Head of Partnership Finance will draw all these functions together and act in an advisory capacity to senior stakeholders (including at Board level) on strategic projects relating to potential mergers and acquisitions, both locally and internationally. Responsibilities Managing Partners' financial affairs (draw, distribution, profit reserving and partnership capital); Ensuring compliance of all filing requirements across all jurisdictions where the Firm operates, working with advisers where necessary. Managing the preparation and submission of Partners' UK and International tax returns, ensuring any issues raised by Partners or local tax authorities are dealt with in a timely manner. Liaising with the external advisers on global tax reporting for partners. Managing the process of onboarding and exiting partners. Calculation of UK and International tax payments to relevant tax authorities, including payments on account. Lead on the REM process from a Finance perspective. Work with direct reports to proactively monitor the potential consequences of changes to tax legislation and advise the business on appropriate actions, if any. Support direct reports and actively manage the relationship with the Firm's professional advisers to maximize the value derived. Play a significant role in contributing towards advisory projects - including the structuring of new developments, acquisition, financing, capital allowance projects and transfer pricing. Candidate Profile A relevant recognised qualification such as ATT/CTA/ADIT/ACA/ACCA/CIMA is required. Experience of working with senior (executive level) business stakeholders, demonstrating the gravitas and presence to inspire confidence. Excellent written and verbal communication skills at all levels of seniority; capable of dealing with people in a calm, professional and effective manner. Able to demonstrate strategic-level thinking, and to influence executive-level stakeholder decisions. The ability to resolve problems methodically and logically. Strong attention to detail. Strong commercial skills. Important Notice It is Career Legal's policy, as a matter of courtesy, to respond to all applications within three working days. However because of the volume of applications, we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future. Thank you. Career Legal is a Recruitment Agency and is advertising this permanent vacancy on behalf of one of its Clients.
Jun 22, 2026
Full time
Our client is an international law firm with offices in New York & London. They are an award-winning practice featuring in the Sunday Times 100 Best Companies to Work For and numerous other industry specific awards. They have a flexible benefits package that includes 25 days holiday with ability to buy more, in-house doctor, good pension scheme, private medical insurance, subsidised gym membership and dental cover. The Head of Partnership Finance will work closely with the CFO and other Senior Management in relation to partnership accounting and tax affairs of the Firm and Partners. Leading a small team of specialists, this role is ultimately accountable for delivering Partnership Finance: Overseeing a team that is responsible for the accounting and reporting of partner remuneration, payments, capital contributions and other partner balances on a partner-by-partner basis for over 250 partners globally and leading on REM from a finance perspective. Tax: Proactively lead on the tax affairs for the Firm, collaborating with key members of the Finance team to deliver a first-class service to the firm. Projects / Advisory: Utilising expertise and an in-depth knowledge of the Firm, the Head of Partnership Finance will draw all these functions together and act in an advisory capacity to senior stakeholders (including at Board level) on strategic projects relating to potential mergers and acquisitions, both locally and internationally. Responsibilities Managing Partners' financial affairs (draw, distribution, profit reserving and partnership capital); Ensuring compliance of all filing requirements across all jurisdictions where the Firm operates, working with advisers where necessary. Managing the preparation and submission of Partners' UK and International tax returns, ensuring any issues raised by Partners or local tax authorities are dealt with in a timely manner. Liaising with the external advisers on global tax reporting for partners. Managing the process of onboarding and exiting partners. Calculation of UK and International tax payments to relevant tax authorities, including payments on account. Lead on the REM process from a Finance perspective. Work with direct reports to proactively monitor the potential consequences of changes to tax legislation and advise the business on appropriate actions, if any. Support direct reports and actively manage the relationship with the Firm's professional advisers to maximize the value derived. Play a significant role in contributing towards advisory projects - including the structuring of new developments, acquisition, financing, capital allowance projects and transfer pricing. Candidate Profile A relevant recognised qualification such as ATT/CTA/ADIT/ACA/ACCA/CIMA is required. Experience of working with senior (executive level) business stakeholders, demonstrating the gravitas and presence to inspire confidence. Excellent written and verbal communication skills at all levels of seniority; capable of dealing with people in a calm, professional and effective manner. Able to demonstrate strategic-level thinking, and to influence executive-level stakeholder decisions. The ability to resolve problems methodically and logically. Strong attention to detail. Strong commercial skills. Important Notice It is Career Legal's policy, as a matter of courtesy, to respond to all applications within three working days. However because of the volume of applications, we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future. Thank you. Career Legal is a Recruitment Agency and is advertising this permanent vacancy on behalf of one of its Clients.
TITLE: Financial Services Administrator LOCATION: Exeter SALARY: 27,000 - 33,000 per annum DOE BENEFITS: Excellent benefits package including 25 days holiday plus Bank Holidays, 8% employer pension contribution, enhanced sick pay, death in service, cycle to work scheme, and full study support and professional development opportunities HOURS: Monday to Friday 9.00am - 5.00pm THE COMPANY: Our client, a well-established and growing financial services organisation, is looking to appoint a motivated Financial Services Administrator to join their friendly and professional operations team. This is a fast-paced, client-focused environment where you will play a key role in supporting advisers and ensuring a high-quality client experience. You will be part of a collaborative team with excellent opportunities for development and progression. DUTIES INCLUDE: Client Servicing: Managing ongoing client servicing tasks, review cycles, and follow-up activities for an allocated client segment. Adviser Support: Supporting Financial Advisers with meeting preparation, case management, and client communications. Client Communication: Responding to client queries via email and telephone in a timely and professional manner. Record Management: Maintaining accurate and up-to-date client records within CRM systems (Salesforce). Onboarding Support: Assisting with new client onboarding and ongoing servicing processes. Compliance: Ensuring all activities meet regulatory and internal compliance standards. Administration: Providing general administrative support to ensure smooth day-to-day operations. Key Skills & Qualifications Technical Skills: Experience using CRM systems (Salesforce desirable) and strong Microsoft 365 skills. Soft Skills: Excellent organisation, communication, and time management skills. Attention to Detail: High level of accuracy and consistency in all work. Experience: Previous experience within financial services is essential. Working Style: Ability to manage a busy workload, prioritise effectively, and remain calm under pressure. How to Apply: If you're excited about this opportunity and believe you'd be a great fit, we want to hear from you! Please apply online, send your CV to (url removed) Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 20, 2026
Full time
TITLE: Financial Services Administrator LOCATION: Exeter SALARY: 27,000 - 33,000 per annum DOE BENEFITS: Excellent benefits package including 25 days holiday plus Bank Holidays, 8% employer pension contribution, enhanced sick pay, death in service, cycle to work scheme, and full study support and professional development opportunities HOURS: Monday to Friday 9.00am - 5.00pm THE COMPANY: Our client, a well-established and growing financial services organisation, is looking to appoint a motivated Financial Services Administrator to join their friendly and professional operations team. This is a fast-paced, client-focused environment where you will play a key role in supporting advisers and ensuring a high-quality client experience. You will be part of a collaborative team with excellent opportunities for development and progression. DUTIES INCLUDE: Client Servicing: Managing ongoing client servicing tasks, review cycles, and follow-up activities for an allocated client segment. Adviser Support: Supporting Financial Advisers with meeting preparation, case management, and client communications. Client Communication: Responding to client queries via email and telephone in a timely and professional manner. Record Management: Maintaining accurate and up-to-date client records within CRM systems (Salesforce). Onboarding Support: Assisting with new client onboarding and ongoing servicing processes. Compliance: Ensuring all activities meet regulatory and internal compliance standards. Administration: Providing general administrative support to ensure smooth day-to-day operations. Key Skills & Qualifications Technical Skills: Experience using CRM systems (Salesforce desirable) and strong Microsoft 365 skills. Soft Skills: Excellent organisation, communication, and time management skills. Attention to Detail: High level of accuracy and consistency in all work. Experience: Previous experience within financial services is essential. Working Style: Ability to manage a busy workload, prioritise effectively, and remain calm under pressure. How to Apply: If you're excited about this opportunity and believe you'd be a great fit, we want to hear from you! Please apply online, send your CV to (url removed) Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
HR Co-ordinator (Birmingham/ fixed term to 31 October 2026) Are you looking for a HR Co-ordinator role where you'll play a key part in delivering a seamless recruitment and onboarding experience? The SRA is looking for a proactive and detail-oriented HR Co-ordinator to support our HR Advisers and ensure a smooth and professional experience for new and prospective employees. You'll be the first point of contact for many joining our organization, so your role will be vital in creating a positive and welcoming impression. You'll be highly organized, customer-focused, and confident managing multiple priorities. From generating contracts and offer packs to ensuring compliance with right to work and DBS checks, you'll be central to the success of our recruitment and onboarding processes. You'll also support the wider HR team with administrative tasks, maintain accurate records, and contribute to the continuous improvement of our HR services. What's in it for you? Being part of a supportive and collaborative HR team where your contributions are valued A high degree of trust and autonomy in your day-to-day work A culture that encourages innovation and continuous improvement Opportunities to develop your HR skills and grow your career A diverse, inclusive environment where you can bring your whole self to work An additional 3% of annual basic salary to spend on benefits that suit your lifestyle A generous pension scheme - We will contribute 1 - 2 times your contribution, up to 12.25%. So, if you contribute 7%, you will enjoy the maximum combined contribution of 19.25% 25 days annual leave, plus bank holidays and buy/sell/save holiday trading scheme. Access to employee discount vouchers for savings on High Street brands, travel and supermarkets. Life Assurance cover of 4 times basic salary. Income Protection An extensive range of Heka Health and Wellbeing experiences to choose from with monthly company funding allowance. Hybrid working - typically one to two days a week in our Birmingham office at The Cube What we're looking for: Previous experience in a HR administrative role Strong organizational and time management skills Excellent attention to detail and accuracy Confident using MS Office and HR systems A proactive, can-do attitude and willingness to learn Strong communication skills and a customer-focused approach Ability to manage multiple tasks and priorities in a fast-paced environment A commitment to confidentiality and professionalism Desirable: Experience with applicant tracking systems (ATS) Knowledge of temporary worker processes and compliance Experience in a shared services or service centre environment Useful information Comparable job titles used by other organisations might be HR Administrator, HR & Payroll Administrator, Recruitment Administrator. There is a role profile attached at the bottom of this advert which details the full skills and experience required. If you have any questions that aren't in this advert or on our website, please contact us via: To apply Please click 'apply' to complete the online application form and upload a CV and cover letter, addressing how you meet the requirements of the role. To find out more about the recruitment and selection process and how to make the most of your application, please visit our jobs pages. Closing date for applications is 02 July 2026. We may close this vacancy early if we receive a high volume of applications. If you're interested, we encourage you to apply as soon as possible , we encourage you to apply as soon as possible.
Jun 19, 2026
Full time
HR Co-ordinator (Birmingham/ fixed term to 31 October 2026) Are you looking for a HR Co-ordinator role where you'll play a key part in delivering a seamless recruitment and onboarding experience? The SRA is looking for a proactive and detail-oriented HR Co-ordinator to support our HR Advisers and ensure a smooth and professional experience for new and prospective employees. You'll be the first point of contact for many joining our organization, so your role will be vital in creating a positive and welcoming impression. You'll be highly organized, customer-focused, and confident managing multiple priorities. From generating contracts and offer packs to ensuring compliance with right to work and DBS checks, you'll be central to the success of our recruitment and onboarding processes. You'll also support the wider HR team with administrative tasks, maintain accurate records, and contribute to the continuous improvement of our HR services. What's in it for you? Being part of a supportive and collaborative HR team where your contributions are valued A high degree of trust and autonomy in your day-to-day work A culture that encourages innovation and continuous improvement Opportunities to develop your HR skills and grow your career A diverse, inclusive environment where you can bring your whole self to work An additional 3% of annual basic salary to spend on benefits that suit your lifestyle A generous pension scheme - We will contribute 1 - 2 times your contribution, up to 12.25%. So, if you contribute 7%, you will enjoy the maximum combined contribution of 19.25% 25 days annual leave, plus bank holidays and buy/sell/save holiday trading scheme. Access to employee discount vouchers for savings on High Street brands, travel and supermarkets. Life Assurance cover of 4 times basic salary. Income Protection An extensive range of Heka Health and Wellbeing experiences to choose from with monthly company funding allowance. Hybrid working - typically one to two days a week in our Birmingham office at The Cube What we're looking for: Previous experience in a HR administrative role Strong organizational and time management skills Excellent attention to detail and accuracy Confident using MS Office and HR systems A proactive, can-do attitude and willingness to learn Strong communication skills and a customer-focused approach Ability to manage multiple tasks and priorities in a fast-paced environment A commitment to confidentiality and professionalism Desirable: Experience with applicant tracking systems (ATS) Knowledge of temporary worker processes and compliance Experience in a shared services or service centre environment Useful information Comparable job titles used by other organisations might be HR Administrator, HR & Payroll Administrator, Recruitment Administrator. There is a role profile attached at the bottom of this advert which details the full skills and experience required. If you have any questions that aren't in this advert or on our website, please contact us via: To apply Please click 'apply' to complete the online application form and upload a CV and cover letter, addressing how you meet the requirements of the role. To find out more about the recruitment and selection process and how to make the most of your application, please visit our jobs pages. Closing date for applications is 02 July 2026. We may close this vacancy early if we receive a high volume of applications. If you're interested, we encourage you to apply as soon as possible , we encourage you to apply as soon as possible.
An established professional services firm is seeking an Employee Benefits Manager to join its growing Employee Benefits team. Known for its collaborative culture and client-focused approach, the business supports employers in deliveringcompetitive, well-designed pensions and benefits solutions across a diverseclient base. Working within a high-performing team, you will manage a portfolio of SME clients, acting as a trusted adviser across pensions and wider employee benefits. You will take ownership of client relationships, provide strategic and technical guidance,and support the delivery of benefit solutions including workplace pensions, group risk, and health and wellbeing. You will also contribute to new business activity, from initial pitch through to onboarding, as well as developing opportunities within existing client relationships. We're looking for someone with strong knowledge of workplace pensions and auto-enrolment, gained within an FCA-authorised employee benefits consultancy, financial corporate adviser environment. You will be comfortable managing senior client relationships, presenting to both executive teams and employee groups, and advising on areas such as contribution structures, salary sacrifice, and provider strategy. Exposure to broader benefits areas such as risk andwellbeing would be advantageous, alongside a proactive and commercial mindset. This is an excellent opportunity to join a well-regarded firm where you can take ownership of a client portfolio and continue building your technical expertise. In return, you will benefit from a supportive and professional environment, strong client exposure,and clear long-term career development within an established team. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Jun 18, 2026
Full time
An established professional services firm is seeking an Employee Benefits Manager to join its growing Employee Benefits team. Known for its collaborative culture and client-focused approach, the business supports employers in deliveringcompetitive, well-designed pensions and benefits solutions across a diverseclient base. Working within a high-performing team, you will manage a portfolio of SME clients, acting as a trusted adviser across pensions and wider employee benefits. You will take ownership of client relationships, provide strategic and technical guidance,and support the delivery of benefit solutions including workplace pensions, group risk, and health and wellbeing. You will also contribute to new business activity, from initial pitch through to onboarding, as well as developing opportunities within existing client relationships. We're looking for someone with strong knowledge of workplace pensions and auto-enrolment, gained within an FCA-authorised employee benefits consultancy, financial corporate adviser environment. You will be comfortable managing senior client relationships, presenting to both executive teams and employee groups, and advising on areas such as contribution structures, salary sacrifice, and provider strategy. Exposure to broader benefits areas such as risk andwellbeing would be advantageous, alongside a proactive and commercial mindset. This is an excellent opportunity to join a well-regarded firm where you can take ownership of a client portfolio and continue building your technical expertise. In return, you will benefit from a supportive and professional environment, strong client exposure,and clear long-term career development within an established team. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Job title: HR Manager Location: North London N4 Start Date: ASAP Contract Type: Temporary 6 months + possible extension Weekly Hours: 35 hours per week Job Purpose Are you an experienced HR professional looking for an opportunity to make a real impact within a values-led organisation? We are recruiting for an experienced People Manager to join a highly regarded housing organisation on a fixed-term basis. Reporting to the Head of People and Facilities, you will play a key role in delivering a proactive, business-focused HR service while supporting the organisation's strategic objectives and leading a team of two People Advisers. Key Responsibilities: Act as a trusted HR business partner to managers and senior leaders across the organisation. Provide expert guidance on complex employee relations matters including disciplinary, grievance, performance, absence and change management cases. Coach and support managers to ensure consistent and effective people management practices. Lead, develop and support a team of two People Advisers. Review, develop and implement HR policies and procedures in line with employment legislation and best practice. Manage recruitment, onboarding and induction processes, ensuring an excellent candidate and employee experience. Support organisational development, employee engagement, wellbeing and leadership initiatives. Analyse people data and provide meaningful insights to support decision-making and continuous improvement. Work collaboratively with senior stakeholders, trade unions and employee representatives. Champion diversity, equity and inclusion across all people practices. Candidate Profile CIPD qualification or equivalent HR experience. Significant experience operating in a People/HR Manager position. Extensive experience managing complex and high-risk employee relations cases. Strong knowledge of UK employment law and HR best practice. Experience coaching and influencing managers and senior stakeholders. Proven people management experience, including performance management and development of team members. Excellent communication, relationship-building and negotiation skills. Strong analytical skills with the ability to use data to drive decision-making. The ability to work autonomously, manage competing priorities and thrive in a fast-paced environment. If you are interested in this position and meet the above criteria, please send your CV now for consideration. If you require any additional information regarding the position, please call Lewis at Service Care Solutions on (phone number removed) or send an E-Mail to (url removed)
Jun 18, 2026
Contractor
Job title: HR Manager Location: North London N4 Start Date: ASAP Contract Type: Temporary 6 months + possible extension Weekly Hours: 35 hours per week Job Purpose Are you an experienced HR professional looking for an opportunity to make a real impact within a values-led organisation? We are recruiting for an experienced People Manager to join a highly regarded housing organisation on a fixed-term basis. Reporting to the Head of People and Facilities, you will play a key role in delivering a proactive, business-focused HR service while supporting the organisation's strategic objectives and leading a team of two People Advisers. Key Responsibilities: Act as a trusted HR business partner to managers and senior leaders across the organisation. Provide expert guidance on complex employee relations matters including disciplinary, grievance, performance, absence and change management cases. Coach and support managers to ensure consistent and effective people management practices. Lead, develop and support a team of two People Advisers. Review, develop and implement HR policies and procedures in line with employment legislation and best practice. Manage recruitment, onboarding and induction processes, ensuring an excellent candidate and employee experience. Support organisational development, employee engagement, wellbeing and leadership initiatives. Analyse people data and provide meaningful insights to support decision-making and continuous improvement. Work collaboratively with senior stakeholders, trade unions and employee representatives. Champion diversity, equity and inclusion across all people practices. Candidate Profile CIPD qualification or equivalent HR experience. Significant experience operating in a People/HR Manager position. Extensive experience managing complex and high-risk employee relations cases. Strong knowledge of UK employment law and HR best practice. Experience coaching and influencing managers and senior stakeholders. Proven people management experience, including performance management and development of team members. Excellent communication, relationship-building and negotiation skills. Strong analytical skills with the ability to use data to drive decision-making. The ability to work autonomously, manage competing priorities and thrive in a fast-paced environment. If you are interested in this position and meet the above criteria, please send your CV now for consideration. If you require any additional information regarding the position, please call Lewis at Service Care Solutions on (phone number removed) or send an E-Mail to (url removed)
Senior Accounts Manager, Accounting Practice, Leatherhead, Surrey Salary: £65,000 - £85,000 We are supporting a growing independent accountancy practice based in the Leatherhead area that advises a loyal and expanding client base of owner-managed businesses, SMEs and individuals and is known for its personal, relationship-led approach and low staff turnover. As part of continued growth, the Partners are looking to appoint a Senior Manager to play a key role in client delivery and help move the practice forward. This is an exciting career opening with a clear progression path to Director / Partner. What s on Offer Competitive salary, dependent on experience Clear progression pathway within the practice to Director / Partner Broad and varied role with strong client exposure Friendly, stable team environment with low staff turnover A long-term opportunity for partnership within a growing independent firm The Senior Manager Role This is a broad, hands-on role with genuine responsibility working closely with the Partners and acting as a trusted adviser to clients. You will: Act as the main point of contact for new client enquiries, managing onboarding and early client relationships Take ownership of a portfolio of existing clients, ensuring a consistently high level of service Prepare and review of statutory accounts under UK GAAP (FRS 102 and FRS 105) Prepare and review corporation tax computations and returns Review accounts work prepared by junior and semi-senior staff, providing guidance and mentoring Advise clients on day-to-day accounting and tax matters Work closely with the Partners to support the strategic development and future growth of the practice Identify business opportunities and work to help grow the firm. Ideal profile of the Senior Manager The Partners are looking for someone who enjoys working closely with clients and colleagues and who takes pride in delivering high-quality work. You will ideally be: ACA or ACCA qualified Currently working in an accountancy practice at Senior Manager or even Associate Director level Confident dealing directly with clients and providing practical, commercial advice Comfortable reviewing work and supporting the development of junior staff Personable, professional and confident in your communication style Keen to build long-term client relationships and liaise with business contacts to grow the firm Based within the Leatherhead and surrounding area Next Steps Apply now for this Senior Manager role and we will be in touch with suitable candidates within 48 hours. Alternatively, contact us directly for a confidential discussion about your career in Practice About Fletcher George Recruitment Fletcher George is a financial recruitment agency acting as an employment agency committed to supporting talented professionals in achieving their career goals. We welcome applications from all backgrounds and are proud to promote diversity and inclusion within accountancy and finance recruitment. Referral Scheme We love referrals! If you know someone suitable, you could earn up to £500 in Amazon or John Lewis vouchers when we successfully place your referral.
Jun 11, 2026
Full time
Senior Accounts Manager, Accounting Practice, Leatherhead, Surrey Salary: £65,000 - £85,000 We are supporting a growing independent accountancy practice based in the Leatherhead area that advises a loyal and expanding client base of owner-managed businesses, SMEs and individuals and is known for its personal, relationship-led approach and low staff turnover. As part of continued growth, the Partners are looking to appoint a Senior Manager to play a key role in client delivery and help move the practice forward. This is an exciting career opening with a clear progression path to Director / Partner. What s on Offer Competitive salary, dependent on experience Clear progression pathway within the practice to Director / Partner Broad and varied role with strong client exposure Friendly, stable team environment with low staff turnover A long-term opportunity for partnership within a growing independent firm The Senior Manager Role This is a broad, hands-on role with genuine responsibility working closely with the Partners and acting as a trusted adviser to clients. You will: Act as the main point of contact for new client enquiries, managing onboarding and early client relationships Take ownership of a portfolio of existing clients, ensuring a consistently high level of service Prepare and review of statutory accounts under UK GAAP (FRS 102 and FRS 105) Prepare and review corporation tax computations and returns Review accounts work prepared by junior and semi-senior staff, providing guidance and mentoring Advise clients on day-to-day accounting and tax matters Work closely with the Partners to support the strategic development and future growth of the practice Identify business opportunities and work to help grow the firm. Ideal profile of the Senior Manager The Partners are looking for someone who enjoys working closely with clients and colleagues and who takes pride in delivering high-quality work. You will ideally be: ACA or ACCA qualified Currently working in an accountancy practice at Senior Manager or even Associate Director level Confident dealing directly with clients and providing practical, commercial advice Comfortable reviewing work and supporting the development of junior staff Personable, professional and confident in your communication style Keen to build long-term client relationships and liaise with business contacts to grow the firm Based within the Leatherhead and surrounding area Next Steps Apply now for this Senior Manager role and we will be in touch with suitable candidates within 48 hours. Alternatively, contact us directly for a confidential discussion about your career in Practice About Fletcher George Recruitment Fletcher George is a financial recruitment agency acting as an employment agency committed to supporting talented professionals in achieving their career goals. We welcome applications from all backgrounds and are proud to promote diversity and inclusion within accountancy and finance recruitment. Referral Scheme We love referrals! If you know someone suitable, you could earn up to £500 in Amazon or John Lewis vouchers when we successfully place your referral.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 07, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 01, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Part-Time Financial Planning Administrator Location: Macclesfield Part-Time (Flexible hours - e.g., 3-4 days per week) £25,000 FTE Hybrid working Salary: Competitive, based on experience Reference Number: 9883 Are you a financial planning administrator looking for a flexible, part-time role in a friendly and professional environment? A growing financial planning firm in Macclesfield is seeking a Part-Time Financial Planning Administrator with experience using Intelligent Office (IO) to support advisers and paraplanners across a wide range of essential business functions. Key Responsibilities: This varied and rewarding role includes: Client Servicing & Reviews: Manage client onboarding , portfolio updates, and client review scheduling Prepare and issue client review reports and letters Maintain accurate client records within Intelligent Office (I.O) Assist with closing reviews and scheduling follow-up tasks Back Office & Admin Support: Process incoming and outgoing post and documentation Maintain a contact book for providers and support information retrieval Update plans in I.O. and ensure accuracy of client and provider data Support advisers with fact-finding , risk profiling , and basic research Optional involvement in simple report writing (support provided if preferred) Finance & Reconciliation: Daily processing of provider income and reconciliation Match and categorise transactions, manage invoices, and file documentation Support bank reconciliation and preparation of annual financial reports for the accountants Operational Support: Conduct monthly Smart Search checks and maintain compliance records Manage the LOA tracker and monitor fees Handle office supplies, franking, and general admin duties What You'll Bring: Prior experience in a financial planning or IFA environment Strong knowledge of Intelligent Office (I.O) Excellent attention to detail and organisational skills Confident with provider platforms, data entry, and client documentation Ability to manage your own workload and stay ahead of deadlines What's on Offer: Part-time hours to suit your lifestyle (e.g. school hours, 3-4 days per week) Flexible Hybrid working Opportunity to get involved in varied and meaningful work A valued role with autonomy and scope for development As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice firm, with offices in Macclesfield, on a Part-time Financial Planning Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Sep 22, 2025
Full time
Part-Time Financial Planning Administrator Location: Macclesfield Part-Time (Flexible hours - e.g., 3-4 days per week) £25,000 FTE Hybrid working Salary: Competitive, based on experience Reference Number: 9883 Are you a financial planning administrator looking for a flexible, part-time role in a friendly and professional environment? A growing financial planning firm in Macclesfield is seeking a Part-Time Financial Planning Administrator with experience using Intelligent Office (IO) to support advisers and paraplanners across a wide range of essential business functions. Key Responsibilities: This varied and rewarding role includes: Client Servicing & Reviews: Manage client onboarding , portfolio updates, and client review scheduling Prepare and issue client review reports and letters Maintain accurate client records within Intelligent Office (I.O) Assist with closing reviews and scheduling follow-up tasks Back Office & Admin Support: Process incoming and outgoing post and documentation Maintain a contact book for providers and support information retrieval Update plans in I.O. and ensure accuracy of client and provider data Support advisers with fact-finding , risk profiling , and basic research Optional involvement in simple report writing (support provided if preferred) Finance & Reconciliation: Daily processing of provider income and reconciliation Match and categorise transactions, manage invoices, and file documentation Support bank reconciliation and preparation of annual financial reports for the accountants Operational Support: Conduct monthly Smart Search checks and maintain compliance records Manage the LOA tracker and monitor fees Handle office supplies, franking, and general admin duties What You'll Bring: Prior experience in a financial planning or IFA environment Strong knowledge of Intelligent Office (I.O) Excellent attention to detail and organisational skills Confident with provider platforms, data entry, and client documentation Ability to manage your own workload and stay ahead of deadlines What's on Offer: Part-time hours to suit your lifestyle (e.g. school hours, 3-4 days per week) Flexible Hybrid working Opportunity to get involved in varied and meaningful work A valued role with autonomy and scope for development As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice firm, with offices in Macclesfield, on a Part-time Financial Planning Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Sep 22, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.