526 jobs found

Hours of Work: Full time- 36.5 hours p.w. and part-time posts available Annual Leave: 25 days plus 8 bank holidays pro rata per annum from 1st January to 31st December. This rises to 30 days pro rata over the next 5 years We are inviting applications for this exciting opportunity to join an established team. We are looking for experienced advisers who have a strong background in the delivery of high-quality advice and a good working knowledge of welfare benefits. The post holder will undertake casework, assisting clients to access their entitlement to welfare benefits and other sources of financial help, up to and including tribunal representation. Advice will be delivered virtually (including phone, secure email and video) and at outreach settings across Birmingham and Solihull according to the service user s needs and preferences. Experience of working independently and building relationships with third sector colleagues will be important, as will the ability to achieve targets. CV s not accepted Closing Date: 30th June 2026 Interview Date: Monday 20th July 2026

We are looking for an Interim Head of Legal to lead the RBL Legal Team and act as the organisation s principal legal adviser. This Head of Legal role will take ownership of legal strategy and delivery across a broad portfolio including charity law matters, commercial contracts, governance, regulatory compliance and data protection. As Head of Legal, you will work closely with the Chief of Staff, Executive Team and Board of Trustees, providing clear, practical legal advice that supports decision-making, manages risk and keeps the organisation compliant across the UK and overseas. Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life. In this Head of Legal role, you will lead the Legal Team and set the direction, standards and quality of legal advice across the organisation. You will oversee key legal and regulatory risk areas including safeguarding, intellectual property, disputes, and data protection, ensuring these are properly embedded within our governance and risk frameworks. You will also lead engagement with key regulators including the Charity Commission, ICO, FCA and Fundraising Regulator, including serious incident reporting and Audit & Risk Committee liaison where required. This is a senior leadership role with genuine breadth and influence. You will be trusted with complex and often sensitive legal matters where judgement and clarity are essential, working at the centre of organisational decision-making alongside senior leaders. For an experienced legal professional, this Head of Legal role offers the opportunity to shape how legal services are delivered, influence strategy at the highest level, and play a key role in how risk and governance are managed across a national organisation. You will be an experienced UK-qualified solicitor operating at a senior level, with multi discipline inhouse experience of at least 10 years PQE, ideally within the not for profit/charity sector. You will be confident working independently whilst managing a small in house team. You will be contracted to our Haig House hub with a minimum expectation of two days per week working in person at the hub and flexibility for working remotely/at home when not on site. This is a full time post, however we are open to discussion around flexible working for the successful individual. Employee benefits include - 28 day s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days Private Healthcare Enhanced paid maternity, paternity and adoption leave Generous pension contributions, with Employer contributions ranging from 6% to 10% Employee Assistance Programme providing confidential counselling, financial and legal advice Range of courses delivered by learning specialists to support your development goals and objectives Opportunities to volunteer Travel loans, Cycle to Work, and more! For more detailed information about the role, please see the Job Description attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification. RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics. As part of our commitment to inclusion, we offer guaranteed interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role. We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role. Interested candidates are encouraged to apply as soon as possible.

Experience within a Financial Planning / IFA environment Strong administration background Hybrid role An established, values-led financial planning firm is looking for an experienced Senior Financial Planning Administrator to support continued business growth. This is a hands-on role for a strong administrator who enjoys high-quality client support, improving processes and helping teams work effectively together. About You: Experience within a Financial Planning / IFA environment is essential Strong administration background Organised, efficient and process-minded Confident working closely with advisers Collaborative, approachable and supportive Open to improvement and positive change The Role: New business processing and adviser support Client documentation and workflow management Supporting operational improvements and team consistency Helping improve communication, processes and efficiency Competitive salary, hybrid working, strong benefits and a supportive culture. If you're an experienced financial planning administrator looking for a senior operational role without moving away from administration, we'd love to hear from you.

A well-established local Insurance agency is looking for a Customer Service Adviser to join their friendly, growing team. This is a busy, customer-facing role where you'll support existing clients, handle enquiries, provide quotations and help identify opportunities to cross-sell where appropriate. What you'll be doing Handling incoming calls and emails and providing a great customer experience Providing motor and home insurance quotations and converting quotes into new business Processing policy changes, updates and general insurance transactions Supporting renewals and helping retain existing customers Spotting opportunities to cross-sell additional products and introduce customers to a Financial Adviser when relevant Keeping customer records up to date on the CRM system (Microsoft Dynamics) Supporting proactive outbound activity to generate new opportunities What we're looking for Experience in motor and home insurance (commercial exposure is a bonus, but not essential) Confident, friendly communication skills (phone, email and face-to-face) A genuine "can-do" attitude and pride in delivering excellent service Organised, reliable and able to manage your own workload and deadlines Comfortable using IT systems/CRM and happy learning new products and processes Minimum 5 GCSEs (or equivalent), including Maths and English Benefits Full training and development (technical + sales skills) Support with CII qualifications Supportive, friendly team environment 25 days holiday + bank holidays Free parking Company pension scheme

Client Administrator Location: Taunton Salary: Up to £32,000 + Benefits An exciting opportunity has arisen for an experienced Client Administrator to join a growing and professional financial planning firm in Taunton. This role offers the chance to work closely with Financial Planners, providing first-class administrative support and helping to deliver an exceptional client experience. This position would suit an organised and detail-oriented individual with experience within financial planning, wealth management, or financial services who is looking to develop their career within a supportive and professional environment. Key Responsibilities Act as a key point of contact for clients, handling enquiries and delivering excellent customer service. Support the onboarding of new clients, including the collection and processing of Anti-Money Laundering (AML) documentation. Prepare client review packs, valuation reports, and portfolio information for adviser meetings. Maintain accurate client records and update internal back-office systems. Liaise with providers regarding pensions, investments, ISAs, bonds, transfers, and policy servicing. Assist advisers with diary management, appointment scheduling, and workflow administration. Ensure all tasks are completed in line with internal procedures, compliance requirements, and service standards. Support the wider team with administrative and operational activities as required. About You Previous experience in a Client Administrator, Financial Planning Administrator, Client Support, or Paraplanning support role within an IFA, wealth management, or financial services environment. Knowledge of financial products including pensions, SIPPs, ISAs, investments, and bonds. Strong organisational skills with excellent attention to detail. Professional communication skills, both written and verbal. Ability to manage multiple priorities and work effectively within a busy environment. Must have experience of keying new business for at least 3 of the following providers via their platforms; Quilter Aegon ARC Transact Royal London Parmenion Aviva What's on Offer Salary up to £32,000 depending on experience. Competitive benefits package. Pension scheme. Ongoing training and professional development support. Study support towards industry qualifications. Friendly and collaborative working environment. Long-term career progression opportunities within a growing business. If you are an experienced Financial Services Administrator looking for your next opportunity in Taunton, we'd love to hear from you.

Our client, a boutique firm of financial planners in York are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working closely with the advisers, duties and responsibilities will include: Writing and tailoring high quality suitability letters based on consultation with the Adviser Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations To complete compliant suitability reports The Person: Level 4 Diploma (or close to completion) (essential) Experienced in dealing with High Net Worth clients (desirable) Reliable and diligent Excellent working knowledge surrounding the key areas of Financial Planning Strong commercial and technical knowledge Personable and professional In return this opportunity offers a basic salary of between £40,000 & £46,000, home working, full study support, bonuses and fantastic benefits package.

Paraplanner Southport Hybrid Working Available £40,000 - £47,000 + Bonus + Outstanding Benefits A growing and highly regarded wealth management firm is looking to add an experienced Paraplanner to its expanding team in Southport. This is an excellent opportunity for a Paraplanner who enjoys providing high-quality support to advisers and wants to be part of a business that genuinely invests in its people. You'll work on a broad range of mainstream financial planning cases across pensions, investments and protection, with the opportunity to develop your technical knowledge and become involved in more complex planning work as your career progresses. The business has built a strong reputation for delivering exceptional client outcomes and offers a collaborative environment where quality, professionalism and personal development are highly valued. The Role Working closely with Financial Advisers and the wider support team, you'll play an important part in ensuring clients receive clear, well-researched and compliant advice. Your responsibilities will include: Preparing suitability reports and recommendation letters Conducting research across pensions, investments, protection and other financial planning solutions Gathering and analysing information to support adviser recommendations Ensuring client records and files are maintained accurately and in line with regulatory requirements Liaising with advisers and providers to ensure cases progress efficiently Supporting the delivery of excellent client outcomes in line with FCA Consumer Duty principles Keeping up to date with regulatory and industry developments As your experience develops, there will be opportunities to become involved in more complex planning areas, including inheritance tax and estate planning strategies. About You We're keen to hear from candidates who already have a solid grounding in paraplanning and are looking to continue developing within a supportive and professional environment. You will ideally have: At least three years' experience within a UK IFA or wealth management business Experience supporting advice across pensions, investments, protection, bonds and trusts Diploma Level 4 qualified, or working towards completion with strong practical experience Good understanding of FCA regulations and Consumer Duty requirements Strong report writing and research skills Excellent attention to detail and organisational skills A proactive and collaborative approach What's on Offer? In addition to a competitive salary of £40,000 - £47,000, you'll benefit from a package designed to support both your career and your work-life balance: Hybrid working 25 days' annual leave plus bank holidays and your birthday off Paid Christmas shutdown A 9-day fortnight, giving you every other Friday off 5% employer pension contribution via salary sacrifice, with NI savings added to your pension Private medical insurance Health cash plan Death in Service cover of 10x salary Performance-related bonus scheme Study support and paid leave for professional qualifications Employee discounts and lifestyle benefits Referral bonus scheme Why Join? This is a great opportunity for an established Paraplanner who wants to join a business where quality advice comes first and career development is encouraged. You'll gain exposure to a wide range of financial planning work, enjoy genuine flexibility and have the opportunity to broaden your technical expertise over time within a supportive and collaborative team.

IFA Administrator / Trainee Paraplanner Coventry Salary up to £35,000 Full exam funding and study support provided Clear progression path into Paraplanning Our Client is a highly regarded boutique firm of Financial Planners with an excellent reputation for delivering bespoke financial advice and exceptional client service. Due to continued growth their friendly and professional Coventry-based team, with a structured pathway into a Trainee Paraplanner position. This is an excellent opportunity for someone with previous Financial Services administration experience who is looking to develop a long-term career within Financial Planning and Paraplanning. The successful candidate will benefit from ongoing mentoring, full exam support towards CII qualifications, and the opportunity to work closely with experienced Advisers and Paraplanners within a supportive boutique environment. • Provide high-quality administrative support to Financial Planners and Paraplanners • Assist in preparing suitability reports in line with compliance requirements • Liaise with providers to obtain plan information, illustrations, valuations and policy details • Undertake product and fund research to support client recommendations • Prepare annual review packs and client correspondence • Process new business applications through to completion • Use provider platforms and back-office systems to maintain accurate client records • Assist with pension, investment and protection administration • Prepare illustrations, quotations and application paperwork via provider platforms • Working towards CII Level 4 qualifications would be advantageous • Excellent communication skills, both written and verbal • Strong organisational skills with the ability to manage multiple tasks effectively • High attention to detail and accuracy • Professional and client-focused approach • A positive attitude and willingness to learn Our Client is looking for a self-motivated and enthusiastic individual, in return, they offer a supportive and collaborative working environment, genuine career progression, exam support and the opportunity to join a respected boutique firm where your development will be encouraged from day one. For more information please contact one of our specialist consultants quoting reference NJR16744

Senior Financial Services Administrator Bristol (hybrid) £30,000 - £35,000 + Benefits An exciting opportunity has arisen for an experienced Senior Administrator to join a growing Financial Services team within an established and highly client-focused Wealth Management firm. This is a key role within the existing business team, supporting clients, advisers and senior management while delivering a first-class client experience. We're looking for someone proactive, highly organised and confident working independently in a fast-paced environment. The Role • Providing high level operational and administrative support • Managing existing client servicing and ongoing business administration • Liaising confidently with clients, providers and internal stakeholders • Supporting senior management and ensuring smooth day-to-day operations • Delivering an exceptional client experience at every stage What We're Looking For Minimum 4 years' experience within Financial Services Strong organisational, planning and multitasking skills Excellent written and verbal communication abilities Working towards or holding relevant industry qualifications A proactive, solutions-focused mindset Ability to work independently and manage workload effectively This is a fantastic opportunity to join a supportive and professional team where client service is at the heart of everything they do. Interested? Get in touch to learn more.

Paraplanner West Yorkshire (Office-based) £30,000 - £45,000 (Dependent on Experience) Full-time Permanent The Opportunity Reed is proud to be working with a highly respected, award-winning independent financial planning firm seeking to add a talented Paraplanner to their growing team. This is an excellent opportunity for someone with at least 12 months' paraplanning experience who is either Level 4 qualified or actively working towards completion. You'll join a collaborative, supportive environment where your technical expertise will directly contribute to delivering outstanding client outcomes. The Role As a Paraplanner, you will work closely alongside Financial Advisers to produce high-quality, compliant financial advice. You'll play a key role in research, report writing, and shaping tailored financial planning solutions. Key Responsibilities Preparing detailed and compliant suitability reports Conducting research across pensions, investments, and protection Supporting advisers in designing bespoke client recommendations Analysing client information to identify suitable strategies Liaising with product providers and third parties Keeping up to date with market and regulatory changes Providing technical support and contributing to process improvements About You Minimum 12 months' experience in a Paraplanning role Level 4 Diploma qualified or actively working towards completion Strong technical knowledge across core financial planning areas Excellent report-writing and communication skills Highly organised with strong attention to detail Proactive, team-oriented, and able to work independently Passionate about delivering high-quality client outcomes What's in it for You? Salary of £30,000 - £45,000 depending on experience Clear progression and professional development opportunities Supportive, collaborative team culture Private healthcare Generous holiday entitlement Pension scheme Free on-site parking Access to on-site wellbeing facilities and activities Regular social events Apply Now If you're a motivated Paraplanner looking to develop your career within a forward-thinking financial planning firm, apply today or contact Reed for more information.

Financial Administrator Work with 2 high billing advisers Offices in Fetcham/Leatherhead (Surrey) £30k - £32k basic salary plus benefits Office based to begin with then lots of flexible working My client are a boutique wealth planning firm with offices in Leatherhead who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the UK, USA and Europe. They deal with lots of HNW expat clients with complex multi-jurisdictional affairs. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £200k up to multiple millions to invest. The Directors are seeking an experienced Financial Administrator to work with 2 Advisers. You will have good experience within a financial planning practice and be familiar with conducting end to end administration for existing clients and processing any new business the Directors write. Experience with expat clients is not essential, but it would be very advantageous. Full training will be provided and an induction to get you up and running. Good knowledge of pensions, investments, tax planning and esoteric schemes will be crucial. If this role sounds of interest or any other roles I am working on please get in touch.

Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Job Title: Head of Health & Social Care Location: London / Hybrid Salary : £45,000 - £65,000 per annum based upon experience plus discretionary bonus and comprehensive benefits Job Type: Full Time, Permanent Overview of the organisations Health & Social Care Programme: The Health & Social Care Programme convenes the companies shaping digital transformation across the NHS and social care. The programme supports members to understand policy, procurement and market developments, while working with government, NHS bodies, local leaders and system partners to create the conditions for technology to improve outcomes, productivity and experience across health and care. The programme includes established communities focused on commercial and procurement issues, interoperability and health data, social care, frontline digitisation and life sciences, and continues to expand into new areas of strategic importance such as femtech. Role Purpose: The role is responsible for setting the strategic direction of the programme, growing its impact and commercial performance, and ensuring techUK remains the leading industry voice on how technology can transform health and social care. Working at the intersection of policy, market engagement and member value, the successful candidate will help shape the company's offer to the sector and ensure the programme continues to respond to the evolving needs of members, policymakers and the wider health and care system. The postholder will work closely with members, senior leaders across the NHS and social care, and government stakeholders to influence policy thinking, strengthen market engagement and help members navigate a complex and fast-moving landscape. They will be expected to identify emerging priorities, translate sector developments into practical opportunities for members, and create a programme of activity that is relevant, high impact and commercially sustainable. This role also plays a central leadership role in building new partnerships, driving programme growth and positioning techUK as the go-to organisation for insight, convening power and thought leadership in digital health and care. Key Responsibilities: Set the strategic direction for the Health & Social Care Programme, aligning activity with the company's wider objectives and member priorities. Lead, coach and develop a team of programme professionals, setting clear objectives and ensuring high performance. Provide thought leadership to members and colleagues on digital health and social care policy, market trends and technology adoption. Build and maintain strong relationships with relevant government departments, NHS bodies, integrated care systems, social care leaders and other key stakeholders. Position techUK as a trusted partner and influential voice on digital transformation in health and social care. Deliver financial and non-financial targets, including member value, programme growth, commercial performance and stakeholder impact. Lead a high-quality programme of events, roundtables, market engagement activity and member forums. Oversee the Health & Social Care Council, an elected group representing the wider membership in this sector. Work closely with the Associate Director of Local Public Services on social care priorities and cross-cutting public sector issues. About you: Core Competencies: Highly motivated, proactive and commercially minded, with a strong sense of ownership and a 'can do' approach. Strong understanding of the UK health and social care landscape, including the policy agenda, key stakeholders and the role of technology in transformation. Excellent attention to detail, strong organisational skills and the ability to manage competing priorities effectively. Strong written and verbal communication skills, with the ability to communicate clearly, accurately and confidently to senior audiences. Excellent interpersonal skills and the ability to build trusted relationships across industry, government and public services. Experience leading teams and managing performance effectively. Experience designing and delivering high-quality events, engagement programmes or member-facing activity. High levels of personal and professional integrity. Desirable Knowledge and Experience: Good understanding of wider technology trends and the UK technology sector. Confidence chairing meetings, moderating discussions and speaking at events. Ability to present complex ideas clearly and persuasively in both written and verbal form. Additional Information: This is a full time role based out of the company's London offices, however the company operates a flexible working policy. This role profile is a guide to the work that is required but does not form part of any contract of employment and may change from time to time to reflect changing circumstances. The successful candidate must have permission to work in the UK prior to the commencement of employment. Please click APPLY to be redirected to our website to apply for this role. Candidates with experience of: Policy Manager, ecommerce Policy Manager, Policy Adviser, Senior Policy Adviser, Head of Health Programme, Head of Social Care Programme, Deputy Head of Social Care Programme, Policy Lead, Public Services Programme Manager may be considered for this role

Job Title: Head of Health & Social Care Location: London / Hybrid Salary : £45,000 - £65,000 per annum based upon experience plus discretionary bonus and comprehensive benefits Job Type: Full Time, Permanent Overview of techUK's Health & Social Care Programme: techUK's Health & Social Care Programme convenes the companies shaping digital transformation across the NHS and social care. The programme supports members to understand policy, procurement and market developments, while working with government, NHS bodies, local leaders and system partners to create the conditions for technology to improve outcomes, productivity and experience across health and care. The programme includes established communities focused on commercial and procurement issues, interoperability and health data, social care, frontline digitisation and life sciences, and continues to expand into new areas of strategic importance such as femtech. Role Purpose: The role is responsible for setting the strategic direction of the programme, growing its impact and commercial performance, and ensuring techUK remains the leading industry voice on how technology can transform health and social care. Working at the intersection of policy, market engagement and member value, the successful candidate will help shape techUK's offer to the sector and ensure the programme continues to respond to the evolving needs of members, policymakers and the wider health and care system. The postholder will work closely with members, senior leaders across the NHS and social care, and government stakeholders to influence policy thinking, strengthen market engagement and help members navigate a complex and fast-moving landscape. They will be expected to identify emerging priorities, translate sector developments into practical opportunities for members, and create a programme of activity that is relevant, high impact and commercially sustainable. This role also plays a central leadership role in building new partnerships, driving programme growth and positioning techUK as the go-to organisation for insight, convening power and thought leadership in digital health and care. Key Responsibilities: Set the strategic direction for the Health & Social Care Programme, aligning activity with techUK's wider objectives and member priorities. Lead, coach and develop a team of programme professionals, setting clear objectives and ensuring high performance. Provide thought leadership to members and colleagues on digital health and social care policy, market trends and technology adoption. Build and maintain strong relationships with relevant government departments, NHS bodies, integrated care systems, social care leaders and other key stakeholders. Position techUK as a trusted partner and influential voice on digital transformation in health and social care. Deliver financial and non-financial targets, including member value, programme growth, commercial performance and stakeholder impact. Lead a high-quality programme of events, roundtables, market engagement activity and member forums. Oversee the Health & Social Care Council, an elected group representing the wider membership in this sector. Work closely with the Associate Director of Local Public Services on social care priorities and cross-cutting public sector issues. About you: Core Competencies: Highly motivated, proactive and commercially minded, with a strong sense of ownership and a 'can do' approach. Strong understanding of the UK health and social care landscape, including the policy agenda, key stakeholders and the role of technology in transformation. Excellent attention to detail, strong organisational skills and the ability to manage competing priorities effectively. Strong written and verbal communication skills, with the ability to communicate clearly, accurately and confidently to senior audiences. Excellent interpersonal skills and the ability to build trusted relationships across industry, government and public services. Experience leading teams and managing performance effectively. Experience designing and delivering high-quality events, engagement programmes or member-facing activity. High levels of personal and professional integrity. Desirable Knowledge and Experience: Good understanding of wider technology trends and the UK technology sector. Confidence chairing meetings, moderating discussions and speaking at events. Ability to present complex ideas clearly and persuasively in both written and verbal form. Additional Information: This is a full time role based out of techUK's London offices, however techUK operates a flexible working policy. This role profile is a guide to the work that is required but does not form part of any contract of employment and may change from time to time to reflect changing circumstances. The successful candidate must have permission to work in the UK prior to the commencement of employment. Please click APPLY to be redirected to our website to apply for this role. Candidates with experience of: Policy Manager, ecommerce Policy Manager, Policy Adviser, Senior Policy Adviser, Head of Health Programme, Head of Social Care Programme, Deputy Head of Social Care Programme, Policy Lead, Public Services Programme Manager may be considered for this role

IFA Administrator Location: South Leicestershire (Hybrid) Salary: £28,000 - £32,000 (dependent on experience) About the Firm We are working with a well-respected and growing IFA firm that prides itself on delivering a first-class, client-focused service. Their team is friendly, professional, and passionate about providing tailored advice and exceptional support to our clients. They are now looking for an experienced IFA Administrator to join their team. This role would suit someone with a strong background in financial services administration who enjoys working in a collaborative environment and takes pride in accuracy, organisation, and excellent client care. The Role You'll play a key role in supporting advisers and the wider team across all aspects of client servicing and administration. Including new business submissions, processing withdrawals and fund switches, supporting with reporting, liaising with providers, clients and advisors on a regular basis and managing client relationships as well as data input to a high level of attention to detail. What You'll Bring Experience in financial services administration. Strong attention to detail and organisational skills. Excellent communication skills and a professional telephone manner. A proactive, positive, and team-oriented approach. Experience across a variety of platforms and CRM systems What's in It for You Flexible working hours and hybrid working Generous annual leave Professional development opportunities Auto enrolment pension Death in Service A genuinely supportive team If this opportunity of growth and development piques your interest, please contact Adele at Capio Recruitment for a conversation in confidence.

IFA Administrator Location: Liverpool Salary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate) Job Type: Full-Time, Permanent About the Opportunity An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities. For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role. The Role As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation. The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience. Key Responsibilities Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans. Manage ongoing client servicing activities, including valuations, reviews, and policy administration. Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements. Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date. Draft client correspondence, letters of authority, and supporting documentation. Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner. Support advisers with case management throughout the full client journey. Ensure all work is completed in line with FCA regulations and internal compliance procedures. Contribute to the continued development and improvement of administrative processes. About You The ideal candidate will have: Previous experience within an IFA, Wealth Management, or Financial Planning environment. Strong knowledge of pensions, investments, and financial services administration. Experience processing new business and servicing existing clients. Excellent organisational skills and attention to detail. Strong communication skills with a professional and client-focused approach. The ability to manage workloads effectively and work independently when required. Familiarity with back-office systems and provider platforms. Why Join This Business? This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential. For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6-12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team. Benefits Package In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you'll benefit from an outstanding package including: 25 days annual leave, plus your birthday off and all bank holidays. Additional paid leave during the Christmas shutdown period. A 9-day working fortnight, giving you a paid day off every other week. Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan. Death in Service cover worth 10x basic salary. Private Medical Insurance. Healthcare Cash Plan covering dental, optical and additional wellbeing benefits. Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes. Staff discount programme offering exclusive partner discounts. Financial support and study leave for professional qualifications and continued learning. Employee referral bonus scheme. Discretionary performance bonus scheme. A supportive, collaborative culture with genuine opportunities for career progression. The Opportunity This is more than a traditional IFA Administrator position. You'll be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey. Whether you're looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.

Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst who understands how a financial advice business works in practice. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities Mapping current and future state processes Supporting project discovery and requirements gathering activities Helping shape and improve adviser, client and operational journeys Producing meaningful management information and business insights Supporting the development and enhancement of the firm's client portal Assisting with testing, implementation and change adoption activities Working closely with technology teams to ensure business requirements are clearly understood What We're Looking For Experience within a Financial Advice, Wealth Management or Financial Planning business Strong understanding of adviser and client journeys Experience improving business processes and operational efficiency Excellent stakeholder engagement and communication skills Ability to challenge constructively and identify practical solutions Strong organisational skills and attention to detail We'd Particularly Like To Speak To Business Analysts within Wealth Management Business Change Analysts Operational Improvement Analysts Senior Paraplanners who have been heavily involved in process improvement or change projects Practice or Operations professionals who have delivered business improvement initiatives Nice To Have Power BI, Excel or MI reporting experience Exposure to CRM systems, adviser platforms or client portals Knowledge of FCA-regulated environments and Consumer Duty Experience supporting business change or transformation projects What's On Offer Opportunity to join a newly established Business Analysis & Change function Significant exposure to senior leadership and strategic initiatives Genuine opportunity to influence how the business operates Hybrid working with approximately two days per week in the office Competitive salary, benefits package and long-term career development Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!

We are seeking a Head of Finance to lead the day-to-day finance function across the Group with the head office based in Newtown, Mid Wales. This is a key senior role, working closely with the Finance Director and leadership team to ensure robust financial control, high-quality reporting, and clear commercial insight with a potential fast track to Finance Director. You'll play a pivotal role in supporting strategic decision-making, strengthening processes and controls, and driving continuous improvement across a growing, multi-entity business. Key Responsibilities Lead the monthly close process, delivering timely, accurate and insightful reporting Oversee consolidated management accounts, statutory reporting, budgets, and forecasts Provide detailed financial analysis, challenging assumptions and identifying risks and opportunities Partner with budget holders to drive performance against financial targets Ensure compliance with accounting standards, tax legislation, and regulatory requirements Strengthen financial controls, processes, and systems across the Group Manage relationships with auditors, tax advisers, banks, and external partners Oversee treasury, cash flow, and FX requirements Support tax matters including corporation tax, VAT, transfer pricing, and R&D claims Contribute to company secretarial and corporate governance requirements Collaborate with the US team on cross-border financial matters About You ACA / ACCA qualified, ideally with an audit background Strong technical expertise across financial reporting, controls, budgeting, and compliance Experience operating in a multi-entity (ideally international) environment Strong systems knowledge, with ERP experience and a focus on improving processes You'll bring a calm, supportive leadership with the ability to guide teams through busy periods, a coaching mindset, developing capability within the finance team and be a clear, confident communicator across all levels with the ability to influence across the business This is a fantastic opportunity to step into a high-impact leadership role, working closely with senior stakeholders and shaping the future of the finance function within a growing international business. To discuss this role in further detail please do contact Mark Wishart at Pure on or

IFA Administrator Liverpool / Southport Up to £32,000 This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step. The Business This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally. The Role Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include: Processing new business across pensions, investments, ISAs, bonds, and protection products Preparing client review packs, valuations, and supporting documentation Obtaining policy information and illustrations from providers and platforms Submitting and managing letters of authority Maintaining accurate client records and updating back-office systems Liaising with clients, providers, and advisers regarding queries and outstanding requirements Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers and paraplanners to deliver an outstanding client experience About You To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have: Experience in an IFA Administration role Experience dealing with pensions, investments, ISAs, protection, and related products Strong understanding of new business processing and ongoing client servicing Experience using provider platforms and back-office systems Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach A proactive attitude and the ability to work effectively within a team environment Benefits 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment. Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

Location: Hybrid working including home working and Citizens Advice Camden service delivery and outreach locations Start Date: As soon as possible About Citizens Advice Camden We are a well-respected local charity with more than 85 years experience of delivering free, independent and impartial information, advice and casework services which meet the changing needs of local residents. Our aims are to provide the independent, impartial, confidential and free advice people need for the problems they face and to improve the policies and practices that affect people s lives. We target our services at the most vulnerable in our community. Our client profile closely matches local indices of deprivation with most of our clients coming from the most deprived wards in the borough. We identify trends to ensure our services remain agile and able to respond to changing and emerging advice needs. Role Purpose The Camden Food Mission is a new service designed to deliver advice in food settings across Camden. This service is a direct response to local food insecurity across the council. It will deliver a floating advice service embedded primarily within food support locations, aiming to reach people who would not otherwise access advice services. The service will focus on stabilising income, managing debt, and reducing reliance on crisis provision. The project will be delivered through a mix of face-to-face, telephone, and digital channels. Face-to-face appointments will be held in community food locations, with an emphasis on a flexible, visible presence to maximise reach. We are recruiting a full-time debt adviser to join this project, to work alongside an established and experienced generalist adviser. Ideally, you will be an experienced money adviser, and able to deliver high quality debt advice and on-going casework to clients. You will be an approved DRO intermediary or be willing to work towards becoming a DRO Intermediary by completing the relevant training. You should also hold the IMA Certificate of Money Advice Practice (CertMAP) or be willing to work towards obtaining this. The CertMAP and DRO Intermediary status are prerequisites to be considered at Senior Level. Role Profile Provide debt advice and specialist casework that is in-depth and complex and covers the full range of debt advice. Work to achievable targets in line with the criteria set by the funder. Interview clients using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to set their own priorities. Research and explore options and implications so that clients can make informed decisions. Act for clients where necessary using appropriate communication skills and channels. Advise clients who are eligible for a DRO of the possible implications, duties and obligations and complete and submit DRO applications on their behalf. Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate. Ensure that all work conforms to Financial Conduct Authority standards, the Advice Quality Standard and the requirements of the funder.Ensure that work reflects and supports the Citizens Advice service s equality and diversity strategy. Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.Liaise with advice partners to set up and deliver advice sessions in community outreach locations as required To apply, complete our application form and online application process on our website. Closing deadline for applications is: 9.00am on Monday, 13 July 2026 CVs are not accepted. Interview date: w/c 13 July 2026 Citizens Advice Camden is an equal opportunities employer. We encourage applications from all sections of the community.