526 jobs found

Financial Adviser Are you an ambitious Financial Adviser looking for the security of employed status while retaining the flexibility and autonomy to build long-term client relationships? An exciting opportunity has arisen for experienced Financial Advisers to join a growing advisory business and offers the chance to inherit an established client bank! Working remotely or from your own office, you will focus on delivering high-quality financial planning and ongoing support to private clients, backed by a comprehensive infrastructure designed to help you succeed. The Opportunity Take over and develop an established adviser client portfolio Deliver holistic financial planning and wealth management solutions Build and maintain long-term client relationships Benefit from extensive compliance, operational and technical support Enjoy a flexible home-based working environment Access ongoing training, mentoring and professional development About You To be considered, you will ideally have: A minimum of 2 years' financial advisory experience Competent Adviser Status (CAS) A current Statement of Professional Standing (SPS) Strong relationship management and client service skills The ability to work independently and manage your own diary A professional and compliant approach to financial advice Excellent organisational and communication skills A positive, forward-thinking attitude and desire to develop your career What's on Offer? Basic salary of up to £52,000 15% revenue bonus Profit share bonus scheme Contributory pension scheme Group Life Assurance (3x salary) £250 per month car allowance Home-based and flexible working arrangements If you are looking for a role that combines the stability of employed status with the opportunity to develop and grow an existing client portfolio, we would love to hear from you.

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)

Mortgage Case Manager Corsham Full Time Permanent Monday Friday 37.5hrs per week Salary is dependent on experience We are currently recruiting for a Mortgage Case Manager to join our client based in their Corsham Branch. Job Purpose To manage mortgage applications from submission through to completion, ensuring excellent client service and efficient communication with lenders, while also supporting advisers, office operations, and third-party referrals. Act as the first point of contact for clients on mortgage applications. Contact clients within 24 hours of application submission. Progress applications through workflow stages in the system. Obtain regular updates from lenders/providers and promptly request outstanding information from clients. Aim to secure offers within 10 days of application submission. Proactively resolve issues (e.g. valuation access). Engage lender BDMs where appropriate and challenge decisions or timelines when necessary. Stay up to date on lender requirements and timescales, sharing updates with advisers. Maintain regular client contact (By phone in the first instance, followed by email/message if unavailable). Ensure accurate, complete, and up-to-date client records on Mortgage Keeper. Keep advisers informed of case progress and issues. Review and check mortgage offers thoroughly before notifying brokers. Liaise with introducers as required Office Management and Sales Support Upload and allocate client documents to the CRM, notifying advisers as appropriate. Handle correspondence from lenders/providers, directing it to relevant teams. Support directors with ad hoc administrative tasks. Monitor and manage stationery, office supplies, and equipment (including printers and first aid kit). Maintain accurate records of posted mail and reconcile with company postal bills. Support brokers to facilitate sales growth by ensuring effective communication and smooth processes Third-Party Referrals Refer clients to trusted third parties for additional services where appropriate. Other Duties Undertake any other reasonable ad hoc tasks. Collaborate with colleagues to ensure workloads are completed efficiently. Comply with FCA and Money Laundering regulations. Act as a customer service champion, upholding company standards and promoting a positive office culture Contribute ideas to improve back-office processes and business operations. Escalate staff complaints to directors and client ML concerns to the MLO/FCA in line with regulations. Required Qualifications 5 GCSEs grade 5 / C and above. Experience Minimum 2 years working in a Financial Advisory firm. Knowledge, Skills and Abilities Excellent communication, negotiation and interpersonal skills. Proficient in relevant IT systems. Highly organised with effective prioritisation and time management. Able to work independently. Strong team player with relationship-building and negotiation skills. Committed to ongoing professional development. By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Advisor Support Administrator Location: Southport (office-based) Salary & Benefits: Competitive salary 5% employer pension contribution + NI repayment 10x salary death in service cover Private medical insurance & cash plan 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events) 9-day working fortnight One-month paid sabbatical after 5 years' service Company-funded exam support for one qualification About the Company: A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office. Role Overview: As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients. Key responsibilities include: Preparing and processing client documentation with accuracy and compliance. Maintaining client records on the back-office system ( Plannr ). Producing reports, valuations, and review packs. Liaising with clients, providers, and internal teams. Assisting with the smooth running of adviser support functions. Required Skills & Experience: Previous experience in IFA or financial planning administration (essential). Strong knowledge of wealth management products and processes. High level of accuracy and attention to detail. Excellent organisational and time-management skills. Confident communicator, able to liaise effectively with advisers, clients, and providers. Proficient IT skills; experience with back-office systems (Plannr desirable). Ability to work independently and as part of a team. How to Apply If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

In-House Tax Manager - Lancashire £65,000 to £85,000 + Benefits - Very agile and hybrid An exciting opportunity has arisen for an experienced In-House Tax Manager to join a private equity-backed UK business operating across multiple European territories during a period of continued international growth and transformation. Reporting into senior finance leadership, this highly visible in-house role will take ownership of international tax compliance,VAT and indirect taxes across Europe, while also supporting wider corporate tax matters. The successful candidate will play a key strategic role in supporting acquisitions, cross-border expansion and future exit readiness, partnering closely with stakeholders across the business and external advisers internationally. Prepare and submit accurate and timely tax returns, including VAT, corporation tax, DTTP, and other statutory filings across the UK and international groups. Ensure compliance with all relevant tax laws, regulations, and reporting requirements across different regions. Support tax planning activities to identify efficiencies while maintaining compliance. Liaise with external advisors, tax authorities, and company secretaries as required. Maintain comprehensive and accurate tax records and supporting documentation. Monitor legislative changes and assess their impact on business operations. Assist with month-end and year-end close activities related to tax and treasury. Reconcile tax and treasury balance sheet accounts and prepare management reports on cash position, tax exposure, and treasury performance. Contribute to improvements in financial controls, systems, and processes to ensure compliance and efficiency. Work closely with private equity stakeholders, supporting M&A due diligence, post-acquisition integration, and financial reporting. Ideally you will be a fully qualified tax professional and be a proactive, pragmatic self-starter with excellent communication skills, capable of working collaboratively across functions and with external parties. Joining this forward-looking business offers the chance to shape the financial and tax strategy of a pioneering European tech company. You will work closely with an experienced leadership team and private equity investors, gaining unique insight into rapid scale-up, international expansion, and potential exit strategies.

Part-time Mortgage Administrator Spider is advertising on behalf of a growing and successful mortgage advisory business that is looking to recruit a Mortgage Administrator to join their team based in Ipswich, Suffolk on a part-time basis, working 14 hours per week. Fantastic company benefits include: Competitive Salary:£13.50 - £15.00 per hour, depending on experience Holiday: 10 days annual leave Additional: Flexible working hours to suit the right candidate, with the potential for additional hours in the future as the business continues to grow About the role As a Mortgage Administrator, you will play a key role in supporting Mortgage Brokers throughout the mortgage application process, from initial enquiry through to completion. This is an excellent opportunity to join a supportive and expanding business where your contribution will make a real difference to both the team and clients. The role offers flexibility around working hours and would suit an organised, proactive individual who enjoys working in a fast-paced environment. Main Duties & Responsibilities will include: Manage and maintain accurate borrower, loan, and application records, ensuring all documentation is up to date and compliant Provide administrative support throughout the mortgage process, including preparing correspondence, emails, and documentation Liaise with solicitors, lenders, valuers, financial advisers, and other third parties to progress applications through to completion Respond to enquiries and build strong relationships with clients and professional stakeholders, delivering excellent customer service Support compliance requirements and ensure mortgage applications are processed efficiently and in line with industry regulations About you: The ideal candidate will have previous administration or customer service experience and a genuine interest in the financial services sector. You will be highly organised, with excellent attention to detail and the ability to manage multiple tasks effectively. As a Mortgage Administrator, you will be a confident communicator with strong interpersonal skills and enjoy building positive working relationships with clients and professional contacts alike. A proactive approach, willingness to learn, and the ability to adapt to changing priorities are essential. Most importantly, you'll be a positive team player who enjoys contributing to a supportive and collaborative working environment. About them: They pride themselves on maintaining a supportive, team-focused culture where colleagues work collaboratively, support one another, and enjoy what they do. It's an environment where people work hard to deliver excellent results for clients while maintaining a positive, friendly, and enjoyable workplace. If you have the relevant skills and experience for this part-time Mortgage Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you. They are an equal opportunity employer and welcomes applicants from all backgrounds. If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments. Please check your email inbox and spam/junk mail folder for any email correspondence for this role. This vacancy is being advertised and handled through Spider. We take your privacy seriously. When you apply, your details are processed and available for us to directly review for this vacancy. As you might expect you may be contacted by email, text, or telephone. For full Privacy Policy details please see email correspondences on receipt of your application.

Trainee Paraplanner Location - Chester (up to 3 days a week from home) Salary up to £35,00 + bonus Full Time, Permanent We are working with a Boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning cases. A full training and development programme will be put in place. This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner. Key duties of the Trainee Paraplanner Preparing documentation for client review meetings Attending and minuting client and prospect meetings Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products. Producing full planning reports for new clients. Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy. Cashflow Modelling Ad hoc Administration duties What's on offer? Salary up to £35,000 DOE Study support to complete Level 4 diploma in Financial Planning Hybrid work (3 days a week from home) 35 hour working week with flexi starts (8-4 or 9-5) Annual bonus up to 10% Strong benefits package If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours. Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management

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

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to 35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. We have a new opportunity within our Norwich office for a Financial Planning Administrator. This is a hybrid working opportunity (3 days in office - 2 from home). The main purpose of this role is to provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA's rules and company procedures. Please note - This is a dog friendly office. Responsibilies Helping Advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO. Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans. Adding details of any missing policy information to IO as required. Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value. Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required. Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges. Using the standard templates within IO, create and check the client valuation report and upload to IO. Produce any 'OneNote Packs' requested by the advisers. Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system. Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients. Produce client letters as required. Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace. Always comply with the Compliance policies Engage with training and development as applicable. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department. About you: Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. 1-year minimum relevant experience supporting an adviser. Previous regulatory or financial industry experience. Customer focused. Drives forward service excellence. Collaborative and a team player. Good standard of education Maths and English GCSE, grade 5 or above, or equivalent Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

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.

We are seeking a Senior Chartered Financial Planner to join a high-performing London team within a modern, ambitious, fully independent Chartered Financial Planning firm managing over £1bn AUM . This is a rare opportunity to inherit a high-quality client book with average investable assets of £1m+ , supported by strong internal lead generation and established professional-partner relationships. The Role Manage and grow an inherited portfolio of affluent clients Deliver high-quality financial planning and cashflow modelling (Voyant preferred) Work closely with a strong paraplanning function Mentor and support developing advisers Build and maintain professional-partner relationships Contribute to process improvement and present at senior/board level What We're Looking For Chartered Financial Planner Experience advising high-net-worth clients Strong technical knowledge including EIS, VCT, Business Relief Confident using cashflow planning tools Experience mentoring advisers/paraplanners Proven track record of meeting review and new-business targets A client following is welcome but not essential What's on Offer £80,000 basic salary (capped) Attractive bonus and commission structure Excellent benefits package Inherited client book with significant growth potential A dynamic, forward-thinking environment where Chartered status is the standard Clear progression into leadership and strategic influence About the Firm You will be joining a well-established, rapidly growing independent Chartered firm known for its high technical standards, strong internal support, and modern approach to financial planning. The advisory team is supported by experienced paraplanners and a centralised operations function, enabling advisers to focus on client relationships and growth. Please send your CV to Ursula at Financial Divisions to arrange a confidential call to discuss further

Make a Meaningful Impact Behind the Scenes at Capital City College Are you ready to make an impact at one of London's leading Further Education providers? Capital City College is looking for a skilled Wellbeing & Mental Health Adviser to support and drive key operational functions, helping shape the future of education in the heart of London. About the Role This role is offered on a full-time, term-time only, permanent basis. This role is term time only, working 40 weeks per year. The Wellbeing & Mental Health Adviser will be responsible for promoting and supporting the mental, physical, and emotional wellbeing of learners. This role involves delivering wellbeing initiatives, offering individual support, and creating an environment that fosters positive mental health, resilience, and personal development. You will work closely with learners staff, and external agencies to ensure learners' holistic needs are met, enabling them to succeed both academically and personally. About the Team You will join a friendly, professional team committed to delivering high-quality support across the college. Working together, you'll help create a positive and inclusive environment where everyone feels valued. You will be joining a dynamic and supportive team who are committed to excellence. The team has a strong collaborative culture, sharing best practice and innovative approaches. About You We're looking for a reliable and motivated individual who takes pride in delivering excellent service. You should bring: Strong organisational skills and the ability to manage multiple tasks with accuracy and efficiency Clear and professional communication skills Good understanding of trauma-informed care and supporting vulnerable individuals. A proactive attitude and a willingness to learn and adapt Experience of working with children, young people or vulnerable adults in a professional setting Most importantly, you'll be ready to make a positive contribution to our college community. About Us: Capital City College (CCC), one of the UK's largest FE colleges in the UK. This influential group supports over 35,000 students based across 12 London campuses annually to develop the skills and knowledge to advance their career prospects or progress into higher education. This is done by an unrelenting commitment to curriculum innovation and an obsession with the quality of the student experience, which is underpinned by a resilient and prudent approach to financial management. Capital City College are widely recognised for their commitment to diversity, inclusivity, and educational excellence, positively impacting the lives of students across the capital and beyond. Why Join Capital City College? This is an exciting opportunity to become part of a passionate, purpose-driven team that puts learners first. At CCC, we value the dedication of our staff and offer a comprehensive benefits package including: Membership of the Local Government Pension Scheme Access to TELLUS - our discount and wellbeing platform Participation in the Cycle to Work scheme Interest-free season ticket loans for public transport Annual eye tests and contributions towards spectacles Flu vaccinations and access to occupational health services Medicash health plans - including cashback on everyday medical expenses and wellbeing tools for you and your family Generous annual leave entitlement, including one Relaxation Day per year Five Continuous Professional Development (CPD) days which can be used for your professional development Our Commitment to Equality and Safeguarding We are proud to be a diverse and inclusive organisation. We welcome applications from individuals of all backgrounds and are committed to creating a safe and respectful working environment for everyone. CCC is committed to the safeguarding of young people and vulnerable adults. All roles require the successful candidate to undergo a DBS check - with some positions requiring an Enhanced Disclosure.

This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients' needs and expectations are met. They are looking for a dynamic Pensions Administrator who will be responsible for all aspects of the day to day administration of a number of DB and DC pension schemes. You will be involved in the manual calculation and payment of benefits, production of reports, efficient handling of correspondence, e-mail and telephone enquiries from scheme members and third party institutions, assisting with scheme renewal queries and issuing of benefit statements as required. Also you will be performing calculations and communication of pension increases and undertaking general checking and peer review responsibilities for less experienced team members. To be successful for this position, the right Pensions Administrator will need to have a proven knowledge of DB and DC pension arrangements, awareness of service standards and statutory disclosure requirements, experience of using Profund oPen administration platform and have the ability to work as part of a team. To be considered for this role you must have at least 2 years recent experience in occupational pension schemes, gained preferably from a consulting/TPA background and DPC/QPA/RPC would preferable but not essential. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

Employment Tax Senior Manager/Associate Director Your new company Join a leading global network of audit, tax and consulting professionals, renowned for supporting mid-market businesses to grow and succeed. With ambitious growth plans and a clear vision to be the go-to adviser in this space, this is a firm that empowers its people to make a real impact. You'll be part of a collaborative, forward-thinking environment where innovation and development are genuinely encouraged. Your new role As an Employment Tax Senior Manager/Associate Director, you'll play a key role within a highly respected national employer solutions team. Working alongside a network of specialists, you'll advise a diverse portfolio of clients ranging from large corporates to fast-growing businesses. You'll be delivering practical, high-quality employment tax solutions across areas such as risk and governance, off-payroll working, and employee reward. Alongside client delivery, you'll help shape the team by mentoring and developing colleagues, contributing to a culture built on collaboration, inclusion, and excellence. What you'll need to succeed Strong experience in employment tax, ideally with exposure to global mobility CTA qualification (or equivalent), or qualified by experience Ability to manage client relationships and handle complex advisory work A collaborative approach with a passion for developing others Confidence in leading, coaching and building high-performing teams What you'll get in return Flexible hybrid working approach Generous annual leave with the option to purchase more Comprehensive wellbeing and lifestyle benefits, including financial perks Access to extensive training and development resources with clear progression pathways The opportunity to grow your career in a supportive and ambitious environment Apply Now If you're ready to take the next step in your employment tax career and want to be part of a progressive, people-focused firm, we'd love to hear from you. Apply today to explore how you can make your mark in this exciting opportunity.

Assistant Client Manager Manchester £45,000 - £55,000 + Hybrid Working + Clear Progression If you're a qualified Senior Accountant ready to step into management, or an established Assistant Manager looking for a firm where people genuinely come first, this could be the opportunity you've been waiting for. We're working with a rapidly growing accountancy and advisory practice that has built an outstanding reputation for combining technical excellence with a highly supportive culture. Following continued growth, they are looking to appoint an Assistant Client Manager to join their expanding Business Services team in Manchester. This is far more than a compliance-focused role. You'll become a trusted adviser to a diverse portfolio of owner-managed businesses, working closely with ambitious entrepreneurs and established companies while developing your own leadership skills and progressing your career. The Opportunity As an Assistant Client Manager, you'll play a key role in managing client relationships, reviewing accounts work, mentoring junior team members and supporting senior leadership with the delivery of exceptional client service. You'll have genuine autonomy, direct client exposure and the opportunity to influence the growth of both your clients and the wider business. The successful Assistant Client Manager will inherit a varied portfolio and work with businesses across multiple sectors, giving you exposure to a broad range of commercial challenges and opportunities. What You'll Be Doing Managing your own portfolio of clients and acting as their primary point of contact Building long-term relationships and becoming a trusted adviser to business owners Reviewing statutory accounts, management accounts and associated compliance work Supporting clients with commercial and financial queries throughout the year Working closely with Directors and Senior Managers to deliver an outstanding client experience Managing workflow across your portfolio to ensure deadlines and service levels are achieved Identifying opportunities to provide additional services and add value to clients Supervising, coaching and developing junior members of the team Reviewing work prepared by junior staff and providing constructive feedback Supporting wider business development and networking initiatives Collaborating with colleagues across tax, audit and advisory teams to deliver joined-up solutions About You We're keen to speak with ambitious practice professionals who enjoy working closely with clients and are looking to progress into a broader leadership role. You'll ideally have: ACA or ACCA qualification Previous experience as a Senior Accountant, Client Manager or Assistant Manager within accountancy practice Experience managing a portfolio of owner-managed business clients Strong accounts preparation and client relationship skills A commercial mindset and genuine interest in helping clients succeed Excellent communication and interpersonal abilities Strong organisational skills and the ability to manage multiple priorities Experience reviewing the work of junior team members Confidence working directly with business owners and decision-makers Experience using CCH software would be advantageous, although this is not essential. What's On Offer? Salary between £45,000 and £55,000 depending on experience Flexible hybrid working arrangements Clear progression pathway towards Client Manager and Senior Management positions Generous annual leave allowance plus your birthday off Additional volunteering day each year Enhanced pension scheme Tailored learning and development programmes Ongoing professional development support Health and wellbeing initiatives Mental health support services Regular social, wellbeing and community events Modern and collaborative working environment Why Consider This Opportunity? This firm has experienced significant growth in recent years while maintaining a people-first culture that places genuine emphasis on employee wellbeing, development and career progression. They have created an environment where individuals are trusted, supported and encouraged to develop their careers at their own pace. The leadership team remains highly accessible, and there is a strong emphasis on collaboration rather than hierarchy. For an ambitious Assistant Client Manager seeking a role that offers responsibility, progression and meaningful client relationships, this represents an outstanding opportunity. To apply or discuss the position confidentially, please submit your CV today.

IFA Administrator Chester £30k - £35k Depending on Experience Mon Fri 09:00am 05:00m Office Based Free Parking Huge Career Development Opportunities Are you an IFA Administrator or have worked as an Administrator within the Financial Service filed and looking for a fresh challenge? Do you have experience working with Intelliflo/io/Intelligent Office CRM system? Our client is going through an exiting time currently and due to huge growth are looking to add to the team an Experienced IFA Administrator (2 years minimum experience) We are looking for an Experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. If you meet the above criteria and would like an informal chat, please apply to be considered for this unique and exciting opportunity.

One of the UK's leading providers of actuarial and consultancy services are currently looking for a Healthcare & Group Risk administrator to join their Employee Benefits Department. The Health & Group Risk administrator will provide sales support to a mixed portfolio of Healthcare & Welfare services (including Medical insurance, Group Life, Group Income Protection, Dental, PA, International, Occupational Health and Wellness). In addition to this you will be preparing reports for adviser meetings, raising invoices, and issuing to clients, preparing renewals for clients, issuing contracts, and responding to general client/insurer queries. This is the perfect role for someone who is looking to advance their career as there is the potential to progress into an Associate Consultant/Consultant role longer term. In return you will be offered a competitive salary, along with a discretionary bonus scheme and membership to their pension scheme. This could be your chance to be part of a company that has a strong brand name along with excellent career opportunities. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

Job Title: Private Client Senior Manager Job Location: Glasgow Your new company This respected and long-established advisory and accountancy practice has a strong presence across Scotland and the North of England. Known for building long-term relationships and delivering trusted, people-focused advice, the firm supports private clients, entrepreneurs, and families with complex financial affairs. The Glasgow office continues to grow, offering a collaborative and forward-thinking environment where talented professionals can thrive and make a meaningful impact. Your new role As a Private Client Tax Senior Manager, you will take a lead role in delivering high-quality advisory services to a diverse portfolio of HNWIs, business owners, and family groups. You will oversee complex tax planning projects, manage compliance processes, and act as a strategic adviser on matters including succession planning, residence and domicile, CGT, IHT and wealth structuring. You'll also play a key part in mentoring junior team members, contributing to business development, and helping shape the future direction of the private client tax offering in Glasgow. This is a confidential appointment for an experienced specialist seeking to step into a senior leadership position with genuine scope to influence. What you'll need to succeed You will be an experienced private client tax professional, ideally CTA-qualified, with a strong technical background and proven experience advising high-net-worth individuals. You'll be confident managing complex advisory work, building trusted client relationships, and leading teams. A commercial mindset, excellent communication skills, and the ability to translate technical issues into clear, practical advice will be essential. Experience within a mid-tier or national practice environment would be highly advantageous, but most importantly, you bring professionalism, integrity, and a genuine passion for private client work. What you'll get in return You will be an experienced private client tax professional, ideally CTA-qualified, with a strong technical background and proven experience advising high-net-worth individuals. You'll be confident managing complex advisory work, building trusted client relationships, and leading teams. A commercial mindset, excellent communication skills, and the ability to translate technical issues into clear, practical advice will be essential. Experience within a mid-tier or national practice environment would be highly advantageous, but most importantly, you bring professionalism, integrity, and a genuine passion for private client work. What you need to do now You will join a supportive firm that genuinely invests in its people and offers clear progression opportunities, including potential advancement to Director level for the right individual. You'll enjoy a competitive salary and benefits package, flexibility, and the chance to work closely with senior leadership as you help shape the future of the private client tax service in Scotland. Most importantly, the firm promotes a healthy work-life balance, encourages autonomy, and offers long-term career development within a stable and growing practice.

The Resolution Foundation is looking for a motivated and experienced individual to join the Resolution Ventures team to play a key role in the social investment activities of the Foundation and the management of the WorkerTech Fund, the UK's first impact investment fund focused on improving the world of work for those in low-paid or precarious jobs. Operating within the Foundation since 2020, we have invested in 19 early-stage ventures and built an ecosystem of coinvestors, partners and advisers to support their growth. In 2025, we created the WorkerTech Fund as a separate impact-first investment fund to continue investing in this area. More details about the £9m WorkerTech Fund, including our investment criteria, portfolio and most recent impact report, can be found at As we continue to develop this investment pipeline and deliver a successful WorkerTech investment fund, we are seeking a new member of the team to play a leading role in the investment analysis of ventures that meet our investment criteria, and to support our growing portfolio. This role will be employed jointly by the Resolution Foundation and by Resolution Impact Ventures, the Fund operating company. Working with the Director of Ventures and the Ventures Manager, the successful candidate will lead the process of investment analysis and due diligence, making key investment recommendations as well as providing portfolio support to current investments. Duties will also include identifying a pipeline of potential future investments, and increasing reach and awareness of WorkerTech activity generally. What kind of person are we looking for? The successful candidate will have significant experience of early-stage investment and business expertise including excellent financial and commercial analysis skills. A strong interest in improving outcomes for workers is required, as well as excellent interpersonal and communication skills. A passion for creating impact, and the ability to play a leading role in creating the new early-stage WorkerTech investment fund is also essential. We have some flexibility in this role, and are seeking candidates who are interested in a part-time role of 2-3 days per week at either Senior level or at Principal level. You would be expected to be in the office for a minimum of 1 day per week. Flexibility is available for the right candidate however and we are happy to answer questions about your suitability and / or availability in advance, so please do get in touch before the application deadline if you have any queries. For more information about the role, including how to apply, please visit our website and download the application back.