Accommodation Procurement and Development Officer Achieving for Children is a Community Interest Company that has a public sector ethos, combined with the freedom to innovate enabling us to do things differently. As a not-for-profit social enterprise owned by three local authorities (Windsor & Maidenhead, Kingston and Richmond), we offer the freedoms of a social enterprise with the employment benefits of local government. To find out more about us click here . Join a team that's officially Outstanding! Achieving for Children's Children's Services have now been rated Outstanding by Ofsted in both Richmond and Kingston. Our overall services are praised for exceptional care and a workforce that puts children at the center of everything we do. We are proud of this success and note that our specialised Fostering Service has been separately inspected and graded 'Good' by Ofsted, highlighting the quality of our dedicated fostering provision. If you want to be part of a team that's setting the standard for excellence, we want to hear from you. To find out more click here . This is a new and exciting opportunity to utilise or develop your housing knowledge, experience, and strong networking and negotiation skills to establish and develop access to private rented sector accommodation for care leavers in Kingston and Richmond. The post-holder will support young people transitioning from care to settled, appropriate accommodation. If you have the energy to facilitate innovative change and improve the lives of care experienced young people, we would love to hear from you. This is a fixed term role for 24 months. About the role The key responsibilities include: Building and maintaining links with private sector landlords and letting agents, locally and regionally, and developing and maintaining comprehensive databases for them. Working in partnership with Leaving Care Personal Advisers and the Housing & Benefits Officer to expand care leavers' access to, promoting and understanding of, the private rented sector, preventing homelessness and securing safe, stable accommodation. Directly supporting care leavers with activities such as securing tenancies, negotiations, and resolving tenancy issues, including utilising tools like the Corporate Rent Guarantor Scheme. Acting as an ambassador to promote our young people and service, and providing training for private sector renting to staff, young people, and their networks. Working closely with the Local Authority Housing Procurement Teams to ensure work with landlords is coordinated with wider efforts. If you wish to have a informal discussion about the role please contact Caroline Lisa on About you This role may appeal to a housing professional or someone with interest or knowledge in this area. We are looking for someone who understands the unique needs of care leavers and has a passion for ensuring excellent outcomes. You will show energy, innovation, and creativity. Educated to degree level in a relevant discipline and/or a professional qualification or equivalent level of experience. Working knowledge of Private Sector Housing legislation and local authority Housing Policy. Knowledge of statutory legislation and safeguarding duties; explicitly the Children Act 1989 and the Leaving Care Act 2000. Experience of working within the Private housing sector, voluntary sector housing, or a local authority Housing Department. Excellent communication, negotiation and networking skills Ability to be able to effectively develop marketing strategies and tools Experience of building partnerships and co-producing solutions across a diverse set of stakeholders, including senior managers and external clients. Experience in delivering skills workshops and producing materials to support young people in identifying and maintaining accommodation. About our benefits We are focused on creating a positive supportive environment, where you will have access to a really wide range of resources, as well as a competitive salary and all the perks to enable hybrid working. In AfC you will also have access to: 29 days annual leave, increasing to 33 days after 2 years and 35 days after 4 years with an additional day off in your birthday month (Or for term-time workers, your leave entitlement consists of the non-working periods in your contract) Tailored induction sessions commencing on the date you start working for AfC Local Government salary and pension scheme (LGPS or Teachers Pension) Flexible working options - helping to keep a good work life balance A comprehensive Employee Assistance Programme A range of staff benefits and discounts An excellent learning and development offer to support your career pathway To find out about all of the breadth of benefits of working for Achieving for Children click here . For our social work offer click here . For our Recruitment Journey, click here. Important Information Start dates: Achieving for Children have set start dates meaning successful candidates join on a set date in each month. Candidates are advised to prepare for this should a job offer be accepted to ensure eligible continuous service is not affected. Right to work: The UK has introduced a new points-based immigration system affecting EU and Non-EU workers and sponsorship requirements. We advise checking the GOV.UK website for right to work guidance. Equality: We particularly welcome applications from sections of the community who are currently underrepresented within our teams. Achieving for Children are committed to making our recruitment practices as inclusive as possible for everyone. We are committed to promoting equality and diversity and developing a culture that values differences, recognising that employees from a variety of backgrounds bring important and positive contributions and can improve the way we deliver services. We are proud to be a Disability Confident employer. Safeguarding: We are committed to safeguarding and promoting the welfare of children, young people and vulnerable adults. We expect all staff and volunteers to share this commitment. This post is exempted under the Rehabilitation of Offenders Act 1974 and as such appointment to this post will be conditional upon the receipt of a satisfactory response to a check of police records via Disclosure and Barring Service (DBS). We reserve the right to close this vacancy once a sufficient number of applications has been received. Therefore, it is strongly advised that you complete and return your application as soon as possible to avoid disappointment.
Jun 15, 2026
Seasonal
Accommodation Procurement and Development Officer Achieving for Children is a Community Interest Company that has a public sector ethos, combined with the freedom to innovate enabling us to do things differently. As a not-for-profit social enterprise owned by three local authorities (Windsor & Maidenhead, Kingston and Richmond), we offer the freedoms of a social enterprise with the employment benefits of local government. To find out more about us click here . Join a team that's officially Outstanding! Achieving for Children's Children's Services have now been rated Outstanding by Ofsted in both Richmond and Kingston. Our overall services are praised for exceptional care and a workforce that puts children at the center of everything we do. We are proud of this success and note that our specialised Fostering Service has been separately inspected and graded 'Good' by Ofsted, highlighting the quality of our dedicated fostering provision. If you want to be part of a team that's setting the standard for excellence, we want to hear from you. To find out more click here . This is a new and exciting opportunity to utilise or develop your housing knowledge, experience, and strong networking and negotiation skills to establish and develop access to private rented sector accommodation for care leavers in Kingston and Richmond. The post-holder will support young people transitioning from care to settled, appropriate accommodation. If you have the energy to facilitate innovative change and improve the lives of care experienced young people, we would love to hear from you. This is a fixed term role for 24 months. About the role The key responsibilities include: Building and maintaining links with private sector landlords and letting agents, locally and regionally, and developing and maintaining comprehensive databases for them. Working in partnership with Leaving Care Personal Advisers and the Housing & Benefits Officer to expand care leavers' access to, promoting and understanding of, the private rented sector, preventing homelessness and securing safe, stable accommodation. Directly supporting care leavers with activities such as securing tenancies, negotiations, and resolving tenancy issues, including utilising tools like the Corporate Rent Guarantor Scheme. Acting as an ambassador to promote our young people and service, and providing training for private sector renting to staff, young people, and their networks. Working closely with the Local Authority Housing Procurement Teams to ensure work with landlords is coordinated with wider efforts. If you wish to have a informal discussion about the role please contact Caroline Lisa on About you This role may appeal to a housing professional or someone with interest or knowledge in this area. We are looking for someone who understands the unique needs of care leavers and has a passion for ensuring excellent outcomes. You will show energy, innovation, and creativity. Educated to degree level in a relevant discipline and/or a professional qualification or equivalent level of experience. Working knowledge of Private Sector Housing legislation and local authority Housing Policy. Knowledge of statutory legislation and safeguarding duties; explicitly the Children Act 1989 and the Leaving Care Act 2000. Experience of working within the Private housing sector, voluntary sector housing, or a local authority Housing Department. Excellent communication, negotiation and networking skills Ability to be able to effectively develop marketing strategies and tools Experience of building partnerships and co-producing solutions across a diverse set of stakeholders, including senior managers and external clients. Experience in delivering skills workshops and producing materials to support young people in identifying and maintaining accommodation. About our benefits We are focused on creating a positive supportive environment, where you will have access to a really wide range of resources, as well as a competitive salary and all the perks to enable hybrid working. In AfC you will also have access to: 29 days annual leave, increasing to 33 days after 2 years and 35 days after 4 years with an additional day off in your birthday month (Or for term-time workers, your leave entitlement consists of the non-working periods in your contract) Tailored induction sessions commencing on the date you start working for AfC Local Government salary and pension scheme (LGPS or Teachers Pension) Flexible working options - helping to keep a good work life balance A comprehensive Employee Assistance Programme A range of staff benefits and discounts An excellent learning and development offer to support your career pathway To find out about all of the breadth of benefits of working for Achieving for Children click here . For our social work offer click here . For our Recruitment Journey, click here. Important Information Start dates: Achieving for Children have set start dates meaning successful candidates join on a set date in each month. Candidates are advised to prepare for this should a job offer be accepted to ensure eligible continuous service is not affected. Right to work: The UK has introduced a new points-based immigration system affecting EU and Non-EU workers and sponsorship requirements. We advise checking the GOV.UK website for right to work guidance. Equality: We particularly welcome applications from sections of the community who are currently underrepresented within our teams. Achieving for Children are committed to making our recruitment practices as inclusive as possible for everyone. We are committed to promoting equality and diversity and developing a culture that values differences, recognising that employees from a variety of backgrounds bring important and positive contributions and can improve the way we deliver services. We are proud to be a Disability Confident employer. Safeguarding: We are committed to safeguarding and promoting the welfare of children, young people and vulnerable adults. We expect all staff and volunteers to share this commitment. This post is exempted under the Rehabilitation of Offenders Act 1974 and as such appointment to this post will be conditional upon the receipt of a satisfactory response to a check of police records via Disclosure and Barring Service (DBS). We reserve the right to close this vacancy once a sufficient number of applications has been received. Therefore, it is strongly advised that you complete and return your application as soon as possible to avoid disappointment.
My client in Greater London are looking to appoint a talented Senior HR Pay & Reward Adviser on a Contract basis. As a Senior HR Pay and Reward Adviser, you will provide specialist expertise on pay and reward policies, job evaluation, and people strategy initiatives. What's on offer: Salary: 276 per day, Inside IR35 negotiable based on experience please submit your CV with the rate you require Hybrid working Contract type: Contract Monday - Friday About the role: Based in Greater London (Hybrid): Leading complex job evaluations using Korn Ferry HAY and GLPC methodologies Chairing and supporting Job Evaluation Panels to ensure consistency and robust decision making Advising managers and HR colleagues on organisational design, grading and reward matters Producing analysis and insight from workforce, payroll and benchmarking data About you: You will have the following experiences: Extensive experience in a similar role CIPD qualified to Associate Level (or equivalent relevant experience) Significant practical experience using the Korn Ferry HAY Job Evaluation Scheme Local Authority experience is essential How to apply Once your CV is received, if you are successful you will be contacted. Due to the extremely high number of applications, it may not be possible to contact every applicant. As such, if you are not contacted please assume you have not been successful on this occasion. About Spencer Clarke Group Here at Spencer Clarke Group, we pride ourselves on connecting you with the best career opportunities; our experienced Consultants have extensive market knowledge and will also provide expert career advice along the way. When you join us, you will receive: Access to a wide range of temporary and permanent opportunities Free DBS checks Post Placement Aftercare Loyalty reward scheme and regular competitions for our agency professionals INDSCGMM
Jun 14, 2026
Contractor
My client in Greater London are looking to appoint a talented Senior HR Pay & Reward Adviser on a Contract basis. As a Senior HR Pay and Reward Adviser, you will provide specialist expertise on pay and reward policies, job evaluation, and people strategy initiatives. What's on offer: Salary: 276 per day, Inside IR35 negotiable based on experience please submit your CV with the rate you require Hybrid working Contract type: Contract Monday - Friday About the role: Based in Greater London (Hybrid): Leading complex job evaluations using Korn Ferry HAY and GLPC methodologies Chairing and supporting Job Evaluation Panels to ensure consistency and robust decision making Advising managers and HR colleagues on organisational design, grading and reward matters Producing analysis and insight from workforce, payroll and benchmarking data About you: You will have the following experiences: Extensive experience in a similar role CIPD qualified to Associate Level (or equivalent relevant experience) Significant practical experience using the Korn Ferry HAY Job Evaluation Scheme Local Authority experience is essential How to apply Once your CV is received, if you are successful you will be contacted. Due to the extremely high number of applications, it may not be possible to contact every applicant. As such, if you are not contacted please assume you have not been successful on this occasion. About Spencer Clarke Group Here at Spencer Clarke Group, we pride ourselves on connecting you with the best career opportunities; our experienced Consultants have extensive market knowledge and will also provide expert career advice along the way. When you join us, you will receive: Access to a wide range of temporary and permanent opportunities Free DBS checks Post Placement Aftercare Loyalty reward scheme and regular competitions for our agency professionals INDSCGMM
500,000+ warm leads to engage Build a new outbound function Workplace pension clinics and financial wellbeing campaigns Monday to Friday, 9am to 5pm If you're an experienced Sales Executive looking for more ownership, influence, and long-term career progression, this opportunity offers the chance to help build a brand-new outbound sales function within a fast-growing financial services business. Working Monday to Friday, 9:00am to 5:00pm, you'll benefit from a strong work-life balance while earning excellent commission and helping more people access pension and retirement advice. This is a role where your contribution will genuinely shape future growth. You'll have the opportunity to influence processes, develop new opportunities, and play a key role in expanding both individual and employer-focused financial wellbeing initiatives. You'll do so within a modern, high-performing environment designed to support collaboration, development, and success. Package & Benefits • Salary £30,000+ per annum, depending on experience. • Realistic OTE of £48,000 to £50,000 per annum. • Monday to Friday working hours, 9:00am to 5:00pm. • Private healthcare. • Profit share scheme. • 8% employer pension contribution. • Death in service cover. • Structured training and development programme. • Modern, high-specification office in a prime Manchester city centre location. • Complimentary snacks, refreshments, and premium bean-to-cup coffee. • On-site shower facilities and Pilates studio access. • Regular social events and team incentives. • Clear long-term career progression into financial services roles. About the Company You will be joining a growing financial services business with a mission to make financial advice more accessible and easier to understand. Through education, technology, and expert advice, the business helps individuals make better decisions about their pensions, retirement planning, and financial future. Key Responsibilities • Re-engage historic and dormant leads to generate qualified appointments for financial advisers. • Identify opportunities for pension reviews, retirement planning, pension consolidation, and broader financial advice services. • Engage with business owners and HR decision-makers to promote workplace pension clinics, financial wellbeing sessions, and employee education programmes. • Contribute ideas and feedback to help develop and improve a new outbound sales function. About You • Experience in outbound sales, telesales, lead generation, appointment setting, or business development. • Proven experience working within a target-driven environment involving proactive outbound activity. • Experience generating appointments, opportunities, or new business through consultative sales conversations. If you're looking for a role where you can influence growth, develop your career within financial services, and be part of building something from the ground up, we'd love to hear from you. Contact Fintelligent for more information or a confidential discussion. AW_FIN
Jun 14, 2026
Full time
500,000+ warm leads to engage Build a new outbound function Workplace pension clinics and financial wellbeing campaigns Monday to Friday, 9am to 5pm If you're an experienced Sales Executive looking for more ownership, influence, and long-term career progression, this opportunity offers the chance to help build a brand-new outbound sales function within a fast-growing financial services business. Working Monday to Friday, 9:00am to 5:00pm, you'll benefit from a strong work-life balance while earning excellent commission and helping more people access pension and retirement advice. This is a role where your contribution will genuinely shape future growth. You'll have the opportunity to influence processes, develop new opportunities, and play a key role in expanding both individual and employer-focused financial wellbeing initiatives. You'll do so within a modern, high-performing environment designed to support collaboration, development, and success. Package & Benefits • Salary £30,000+ per annum, depending on experience. • Realistic OTE of £48,000 to £50,000 per annum. • Monday to Friday working hours, 9:00am to 5:00pm. • Private healthcare. • Profit share scheme. • 8% employer pension contribution. • Death in service cover. • Structured training and development programme. • Modern, high-specification office in a prime Manchester city centre location. • Complimentary snacks, refreshments, and premium bean-to-cup coffee. • On-site shower facilities and Pilates studio access. • Regular social events and team incentives. • Clear long-term career progression into financial services roles. About the Company You will be joining a growing financial services business with a mission to make financial advice more accessible and easier to understand. Through education, technology, and expert advice, the business helps individuals make better decisions about their pensions, retirement planning, and financial future. Key Responsibilities • Re-engage historic and dormant leads to generate qualified appointments for financial advisers. • Identify opportunities for pension reviews, retirement planning, pension consolidation, and broader financial advice services. • Engage with business owners and HR decision-makers to promote workplace pension clinics, financial wellbeing sessions, and employee education programmes. • Contribute ideas and feedback to help develop and improve a new outbound sales function. About You • Experience in outbound sales, telesales, lead generation, appointment setting, or business development. • Proven experience working within a target-driven environment involving proactive outbound activity. • Experience generating appointments, opportunities, or new business through consultative sales conversations. If you're looking for a role where you can influence growth, develop your career within financial services, and be part of building something from the ground up, we'd love to hear from you. Contact Fintelligent for more information or a confidential discussion. AW_FIN
Our client is an international law firm with offices in New York & London. They are an award-winning practice featuring in the Sunday Times 100 Best Companies to Work For and numerous other industry specific awards. They have a flexible benefits package that includes 25 days holiday with ability to buy more, in-house doctor, good pension scheme, private medical insurance, subsidised gym membership and dental cover. The Head of Partnership Finance will work closely with the CFO and other Senior Management in relation to partnership accounting and tax affairs of the Firm and Partners. Leading a small team of specialists, this role is ultimately accountable for delivering Partnership Finance: Overseeing a team that is responsible for the accounting and reporting of partner remuneration, payments, capital contributions and other partner balances on a partner-by-partner basis for over 250 partners globally and leading on REM from a finance perspective. Tax: Proactively lead on the tax affairs for the Firm, collaborating with key members of the Finance team to deliver a first-class service to the firm. Projects / Advisory: Utilising expertise and an in-depth knowledge of the Firm, the Head of Partnership Finance will draw all these functions together and act in an advisory capacity to senior stakeholders (including at Board level) on strategic projects relating to potential mergers and acquisitions, both locally and internationally. Responsibilities Managing Partners' financial affairs (draw, distribution, profit reserving and partnership capital); Ensuring compliance of all filing requirements across all jurisdictions where the Firm operates, working with advisers where necessary. Managing the preparation and submission of Partners' UK and International tax returns, ensuring any issues raised by Partners or local tax authorities are dealt with in a timely manner. Liaising with the external advisers on global tax reporting for partners. Managing the process of onboarding and exiting partners. Calculation of UK and International tax payments to relevant tax authorities, including payments on account. Lead on the REM process from a Finance perspective. Work with direct reports to proactively monitor the potential consequences of changes to tax legislation and advise the business on appropriate actions, if any. Support direct reports and actively manage the relationship with the Firm's professional advisers to maximize the value derived. Play a significant role in contributing towards advisory projects - including the structuring of new developments, acquisition, financing, capital allowance projects and transfer pricing. Candidate Profile A relevant recognised qualification such as ATT/CTA/ADIT/ACA/ACCA/CIMA is required. Experience of working with senior (executive level) business stakeholders, demonstrating the gravitas and presence to inspire confidence. Excellent written and verbal communication skills at all levels of seniority; capable of dealing with people in a calm, professional and effective manner. Able to demonstrate strategic-level thinking, and to influence executive-level stakeholder decisions. The ability to resolve problems methodically and logically. Strong attention to detail. Strong commercial skills. Important Notice It is Career Legal's policy, as a matter of courtesy, to respond to all applications within three working days. However because of the volume of applications, we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future. Thank you. Career Legal is a Recruitment Agency and is advertising this permanent vacancy on behalf of one of its Clients.
Jun 14, 2026
Full time
Our client is an international law firm with offices in New York & London. They are an award-winning practice featuring in the Sunday Times 100 Best Companies to Work For and numerous other industry specific awards. They have a flexible benefits package that includes 25 days holiday with ability to buy more, in-house doctor, good pension scheme, private medical insurance, subsidised gym membership and dental cover. The Head of Partnership Finance will work closely with the CFO and other Senior Management in relation to partnership accounting and tax affairs of the Firm and Partners. Leading a small team of specialists, this role is ultimately accountable for delivering Partnership Finance: Overseeing a team that is responsible for the accounting and reporting of partner remuneration, payments, capital contributions and other partner balances on a partner-by-partner basis for over 250 partners globally and leading on REM from a finance perspective. Tax: Proactively lead on the tax affairs for the Firm, collaborating with key members of the Finance team to deliver a first-class service to the firm. Projects / Advisory: Utilising expertise and an in-depth knowledge of the Firm, the Head of Partnership Finance will draw all these functions together and act in an advisory capacity to senior stakeholders (including at Board level) on strategic projects relating to potential mergers and acquisitions, both locally and internationally. Responsibilities Managing Partners' financial affairs (draw, distribution, profit reserving and partnership capital); Ensuring compliance of all filing requirements across all jurisdictions where the Firm operates, working with advisers where necessary. Managing the preparation and submission of Partners' UK and International tax returns, ensuring any issues raised by Partners or local tax authorities are dealt with in a timely manner. Liaising with the external advisers on global tax reporting for partners. Managing the process of onboarding and exiting partners. Calculation of UK and International tax payments to relevant tax authorities, including payments on account. Lead on the REM process from a Finance perspective. Work with direct reports to proactively monitor the potential consequences of changes to tax legislation and advise the business on appropriate actions, if any. Support direct reports and actively manage the relationship with the Firm's professional advisers to maximize the value derived. Play a significant role in contributing towards advisory projects - including the structuring of new developments, acquisition, financing, capital allowance projects and transfer pricing. Candidate Profile A relevant recognised qualification such as ATT/CTA/ADIT/ACA/ACCA/CIMA is required. Experience of working with senior (executive level) business stakeholders, demonstrating the gravitas and presence to inspire confidence. Excellent written and verbal communication skills at all levels of seniority; capable of dealing with people in a calm, professional and effective manner. Able to demonstrate strategic-level thinking, and to influence executive-level stakeholder decisions. The ability to resolve problems methodically and logically. Strong attention to detail. Strong commercial skills. Important Notice It is Career Legal's policy, as a matter of courtesy, to respond to all applications within three working days. However because of the volume of applications, we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future. Thank you. Career Legal is a Recruitment Agency and is advertising this permanent vacancy on behalf of one of its Clients.
Job Description Join us as a Customer Service Team Leader - 12 Months Fixed Term Contract We're looking for a passionate and driven individual to lead our Contributions team - someone who thrives on challenge, inspires others, and is excited to make a real impact. The Contributions team sits in our Client Services area and is responsible for a wide range of tasks, including: Overseeing and processing Direct Debit instructions Processing cheque payments into accounts Refunds of contributions and subscriptions in line with HMRC guidance Investigating, updating and correcting ISA and LISA annual allowances What we're looking for: We're seeking someone who can bring energy, structure, and vision to the team. You'll be: Organised and proactive , with strong time-management skills to juggle priorities and keep the team on track. A strategic thinker , with a good grasp of CASS rules and the ability to spot trends and drive improvements. A planner , able to manage resources around shifting monthly deadlines. Confident and composed , especially when handling FTRs and complaints. A motivator , with a positive, can-do attitude and the ability to lift team morale. A mentor , who can spot potential and help others grow. A coach , comfortable giving constructive feedback and celebrating great performance. A change champion , who communicates updates clearly and positively. A role model , who consistently goes above and beyond for customers and colleagues. Your key responsibilities: As Team Leader, you'll be at the heart of the team's success. You'll: Manage and distribute workloads to meet SLAs and team goals. Deliver daily and monthly MI to track performance. Lead regular team meetings, 1:1s, and performance reviews. Coach and develop team members to deliver outstanding service. Keep processes up to date and aligned with company standards. Ensure full compliance with FCA regulations and report breaches promptly. Accurately log and report complaints and breaches. Collaborate with other teams to improve processes and customer experience. Monitor and escalate system/process issues. Oversee regular team tasks and support CASS audits. Assisting the Contributions Manager in any other areas as required Competence, knowledge and skills: Financial administration experience including but not limited to SIPPs, ISAs and GIAs. Previous experiencing in leading a team either in a permanent role or stepping into a leadership role ad-hoc. Excellent customer service skills. High level of planning, organisation and time management. Ability to motivate the team. Proficiency with Microsoft Office programs, specifically Word and Excel. Enthusiastic and inquisitive with a 'can do' attitude. For internal applications, the closing date for this role will be 26 June 2026. About AJ Bell AJ Bell is one of the UK's fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors. Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures. We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work in 2025 and 2026 a reflection of our supportive and collaborative culture. What we offer Starting salary of 30,900 (depending on experience) 26 days holiday, increasing with service + buy/sell scheme 7% Pension with matched contributions Discretionary bonus scheme Share schemes (including free shares and BAYE) Health Cash Plan and discounted private healthcare Free onsite gym Enhanced family leave (subject to qualifying criteria) Travel and bike loan schemes Employee Assistance Programme Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment Our ways of working We offer hybrid working, with a minimum of 60% of your working time per month spent in the office. For new starters, there's an initial period of full-time office working to help you settle in and build relationships. Inclusion & diversity We're committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you. Qualifications Additional Information
Jun 14, 2026
Full time
Job Description Join us as a Customer Service Team Leader - 12 Months Fixed Term Contract We're looking for a passionate and driven individual to lead our Contributions team - someone who thrives on challenge, inspires others, and is excited to make a real impact. The Contributions team sits in our Client Services area and is responsible for a wide range of tasks, including: Overseeing and processing Direct Debit instructions Processing cheque payments into accounts Refunds of contributions and subscriptions in line with HMRC guidance Investigating, updating and correcting ISA and LISA annual allowances What we're looking for: We're seeking someone who can bring energy, structure, and vision to the team. You'll be: Organised and proactive , with strong time-management skills to juggle priorities and keep the team on track. A strategic thinker , with a good grasp of CASS rules and the ability to spot trends and drive improvements. A planner , able to manage resources around shifting monthly deadlines. Confident and composed , especially when handling FTRs and complaints. A motivator , with a positive, can-do attitude and the ability to lift team morale. A mentor , who can spot potential and help others grow. A coach , comfortable giving constructive feedback and celebrating great performance. A change champion , who communicates updates clearly and positively. A role model , who consistently goes above and beyond for customers and colleagues. Your key responsibilities: As Team Leader, you'll be at the heart of the team's success. You'll: Manage and distribute workloads to meet SLAs and team goals. Deliver daily and monthly MI to track performance. Lead regular team meetings, 1:1s, and performance reviews. Coach and develop team members to deliver outstanding service. Keep processes up to date and aligned with company standards. Ensure full compliance with FCA regulations and report breaches promptly. Accurately log and report complaints and breaches. Collaborate with other teams to improve processes and customer experience. Monitor and escalate system/process issues. Oversee regular team tasks and support CASS audits. Assisting the Contributions Manager in any other areas as required Competence, knowledge and skills: Financial administration experience including but not limited to SIPPs, ISAs and GIAs. Previous experiencing in leading a team either in a permanent role or stepping into a leadership role ad-hoc. Excellent customer service skills. High level of planning, organisation and time management. Ability to motivate the team. Proficiency with Microsoft Office programs, specifically Word and Excel. Enthusiastic and inquisitive with a 'can do' attitude. For internal applications, the closing date for this role will be 26 June 2026. About AJ Bell AJ Bell is one of the UK's fastest-growing investment platform businesses, providing award-winning solutions for everyone, from professional financial advisers to first-time investors. Today, over 723,000 customers trust us to manage more than £108.7 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures. We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work in 2025 and 2026 a reflection of our supportive and collaborative culture. What we offer Starting salary of 30,900 (depending on experience) 26 days holiday, increasing with service + buy/sell scheme 7% Pension with matched contributions Discretionary bonus scheme Share schemes (including free shares and BAYE) Health Cash Plan and discounted private healthcare Free onsite gym Enhanced family leave (subject to qualifying criteria) Travel and bike loan schemes Employee Assistance Programme Life at AJ Bell Regular social events including summer and Christmas parties Learning and development opportunities tailored to you Casual dress code Friendly, supportive team environment Our ways of working We offer hybrid working, with a minimum of 60% of your working time per month spent in the office. For new starters, there's an initial period of full-time office working to help you settle in and build relationships. Inclusion & diversity We're committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential. If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you. Qualifications Additional Information
Our client delivers multidisciplinary construction consultancy services across real estate, regeneration and infrastructure programmes throughout the UK. Combining commercial excellence, strategic leadership and global capability, they help clients deliver complex projects with confidence. Our client has built a reputation for technical expertise, independent commercial advice and a collaborative, people-centred culture. They combine the agility of a specialist consultancy with the strength and reach of a global organisation. As their Infrastructure division continues to expand across the South of England, they are seeking an accomplished Commercial Project Director to lead the commercial delivery of major Energy, Utilities and Infrastructure programmes. The Role This is a high-profile leadership opportunity for an experienced commercial professional who thrives in complex delivery environments and enjoys working closely with clients to shape successful outcomes. You will act as a senior commercial adviser across significant programmes, providing strategic direction, commercial governance and NEC expertise while helping drive the continued growth of the Commercial Management offering. Operating as a trusted partner to clients and stakeholders, you will lead commercial teams, influence programme-level decisions and contribute to the long-term development of the business across the Southern region. Reporting to the Director of Infrastructure, you will play a central role in business growth, service delivery, operational performance and team development. Key Responsibilities Provide strategic commercial leadership across major Energy, Utilities and Infrastructure programmes from inception through to final account. Lead and develop a growing commercial capability across the South of England. Serve as a senior NEC adviser, supporting clients with contract strategy, risk management and commercial decision-making. Establish and maintain effective commercial governance frameworks that support successful programme delivery. Oversee forecasting, cost reporting, valuations, change control, claims management and final account negotiations. Provide commercial leadership on complex issues requiring senior judgement and stakeholder engagement. Build trusted relationships with senior client representatives, programme teams and delivery partners. Lead, mentor and develop commercial professionals across multiple commissions and projects. Support business development activities including client engagement, bidding, proposals and presentations. Work collaboratively with senior leadership to shape the future direction and growth of Commercial Management services. Drive continuous improvement initiatives, embedding best practice and lessons learned across the business. Support recruitment, succession planning and capability development within the Southern commercial team. Contribute to regional growth strategies and identify opportunities to expand services and strengthen client relationships. About You Essential Experience Significant experience operating at Senior Commercial Manager, Commercial Lead or Director level within major infrastructure environments. Strong expertise in NEC3 and NEC4 contract administration and commercial management. Proven background delivering commercial services across Energy, Utilities or large-scale Infrastructure programmes. Demonstrated success managing complex commercial portfolios and senior stakeholder relationships. Degree or HNC qualified in Quantity Surveying, Commercial Management or a related discipline. MRICS, MCICES or equivalent professional accreditation. Strong commercial acumen with the ability to balance strategic thinking and practical delivery. Experience leading multidisciplinary teams and managing high-profile client relationships. Established industry network within the Infrastructure, Utilities or Energy sectors. What They're Looking For They are seeking an individual who combines strong commercial leadership with the ability to influence, inspire and build trusted relationships. You'll be: A strategic thinker with sound commercial judgement. Comfortable operating at senior stakeholder and board level. Pragmatic, solutions-focused and delivery-oriented. Passionate about developing people and creating high-performing teams. Collaborative, credible and professional in your approach. Motivated by growth, innovation and continuous improvement. Confident leading change and driving business performance. What's on Offer? This is an opportunity to play a leading role within a growing consultancy. The successful candidate will benefit from: The opportunity to lead commercial delivery on nationally significant infrastructure and energy programmes. A key leadership role with influence over regional growth and business strategy. Direct engagement with major clients and decision-makers. The opportunity to shape and expand the Commercial Management service offering across the South. Flexible working and a supportive, people-focused culture. Exposure to some of the UK's most complex and high-profile capital programmes. Clear career progression within a growing business with global backing. A competitive salary and comprehensive benefits package. Apply: Contact Hayley Woodruff on (phone number removed) or apply with your CV to (url removed) Building Careers UK specialises in Construction and Property recruitment and serves as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. By applying for this job, you accept the Terms and Conditions, Privacy Policy, and Disclaimers which can be found on our website. We welcome applications from individuals of all backgrounds, experiences, and identities. Our recruitment process is designed to ensure equal opportunities for all candidates, regardless of age, gender, race, ethnicity, religion, disability, sexual orientation, or any other characteristic. Please Note: Due to high volume of applicants, only those shortlisted will be contacted. INDCOM
Jun 14, 2026
Full time
Our client delivers multidisciplinary construction consultancy services across real estate, regeneration and infrastructure programmes throughout the UK. Combining commercial excellence, strategic leadership and global capability, they help clients deliver complex projects with confidence. Our client has built a reputation for technical expertise, independent commercial advice and a collaborative, people-centred culture. They combine the agility of a specialist consultancy with the strength and reach of a global organisation. As their Infrastructure division continues to expand across the South of England, they are seeking an accomplished Commercial Project Director to lead the commercial delivery of major Energy, Utilities and Infrastructure programmes. The Role This is a high-profile leadership opportunity for an experienced commercial professional who thrives in complex delivery environments and enjoys working closely with clients to shape successful outcomes. You will act as a senior commercial adviser across significant programmes, providing strategic direction, commercial governance and NEC expertise while helping drive the continued growth of the Commercial Management offering. Operating as a trusted partner to clients and stakeholders, you will lead commercial teams, influence programme-level decisions and contribute to the long-term development of the business across the Southern region. Reporting to the Director of Infrastructure, you will play a central role in business growth, service delivery, operational performance and team development. Key Responsibilities Provide strategic commercial leadership across major Energy, Utilities and Infrastructure programmes from inception through to final account. Lead and develop a growing commercial capability across the South of England. Serve as a senior NEC adviser, supporting clients with contract strategy, risk management and commercial decision-making. Establish and maintain effective commercial governance frameworks that support successful programme delivery. Oversee forecasting, cost reporting, valuations, change control, claims management and final account negotiations. Provide commercial leadership on complex issues requiring senior judgement and stakeholder engagement. Build trusted relationships with senior client representatives, programme teams and delivery partners. Lead, mentor and develop commercial professionals across multiple commissions and projects. Support business development activities including client engagement, bidding, proposals and presentations. Work collaboratively with senior leadership to shape the future direction and growth of Commercial Management services. Drive continuous improvement initiatives, embedding best practice and lessons learned across the business. Support recruitment, succession planning and capability development within the Southern commercial team. Contribute to regional growth strategies and identify opportunities to expand services and strengthen client relationships. About You Essential Experience Significant experience operating at Senior Commercial Manager, Commercial Lead or Director level within major infrastructure environments. Strong expertise in NEC3 and NEC4 contract administration and commercial management. Proven background delivering commercial services across Energy, Utilities or large-scale Infrastructure programmes. Demonstrated success managing complex commercial portfolios and senior stakeholder relationships. Degree or HNC qualified in Quantity Surveying, Commercial Management or a related discipline. MRICS, MCICES or equivalent professional accreditation. Strong commercial acumen with the ability to balance strategic thinking and practical delivery. Experience leading multidisciplinary teams and managing high-profile client relationships. Established industry network within the Infrastructure, Utilities or Energy sectors. What They're Looking For They are seeking an individual who combines strong commercial leadership with the ability to influence, inspire and build trusted relationships. You'll be: A strategic thinker with sound commercial judgement. Comfortable operating at senior stakeholder and board level. Pragmatic, solutions-focused and delivery-oriented. Passionate about developing people and creating high-performing teams. Collaborative, credible and professional in your approach. Motivated by growth, innovation and continuous improvement. Confident leading change and driving business performance. What's on Offer? This is an opportunity to play a leading role within a growing consultancy. The successful candidate will benefit from: The opportunity to lead commercial delivery on nationally significant infrastructure and energy programmes. A key leadership role with influence over regional growth and business strategy. Direct engagement with major clients and decision-makers. The opportunity to shape and expand the Commercial Management service offering across the South. Flexible working and a supportive, people-focused culture. Exposure to some of the UK's most complex and high-profile capital programmes. Clear career progression within a growing business with global backing. A competitive salary and comprehensive benefits package. Apply: Contact Hayley Woodruff on (phone number removed) or apply with your CV to (url removed) Building Careers UK specialises in Construction and Property recruitment and serves as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. By applying for this job, you accept the Terms and Conditions, Privacy Policy, and Disclaimers which can be found on our website. We welcome applications from individuals of all backgrounds, experiences, and identities. Our recruitment process is designed to ensure equal opportunities for all candidates, regardless of age, gender, race, ethnicity, religion, disability, sexual orientation, or any other characteristic. Please Note: Due to high volume of applicants, only those shortlisted will be contacted. INDCOM
Job Title: Corporate Tax Manager Location: Central London Package: Salary DOE ( 60k-80k), Hybrid Working, 25 days holiday plus BH, and more Working Hours: Monday-Friday, Full time A fantastic opening is available within a reputable top 100 UK Practice in Central London for a Corporate Tax Manager. This practice pride themselves on being a dynamic and evolving organisation that puts people at the heart of everything they do. This role includes some excellent benefits, including a competitive salary range that is dependant on experience, hybrid working, free lunches on Fridays, 25 days holiday plus bank holidays, and much more. If you are an experienced tax professional, looking to take the next step within an ambitious and well regarded practice, then look no further. Corporate Tax Manager Job Responsibilities Manage a portfolio of international clients with significant autonomy, reporting to Partner/Manager level Build and maintain strong client relationships through regular communication and advisory support Prepare and review complex UK tax filings, including Self-Assessment returns with worldwide income and double tax treaty considerations Oversee specialist compliance work (CGT, ATED, ROE, Corporation Tax for non-residents, and offshore trust/IHT reporting) Support clients through HMRC enquiries, disclosures, and settlement processes Deliver tailored global mobility and strategic UK tax planning advice for internationally mobile individuals Advise on offshore structures, UK property structuring, de-enveloping, and evolving UK tax legislation Collaborate with family offices and international advisers while contributing to thought leadership and marketing initiatives Corporate Tax Manager Job Requirements ATT, CTA or ACA/ACCA (at least ATT qualified or part CTA/ACA) Experience, at least 4 years in corporate or mixed tax, within Accountancy Practice Comfortable working with clients who have offshore structures, trusts, or dual residence/tax exposure. An organised and meticulous approach to compliance and reporting work and ability to work on multiple clients simultaneously. A confident communicator especially with international clients, some of whom require a different approach in explaining complex matters, who builds trust easily and enjoys developing long-term client relationships Corporate Tax Manager Salary & Benefits Salary dependant on experience, likely ranging from (phone number removed) (higher DOE) Hybrid Working 25 days holiday plus bank holidays Healthcare cash plans and private medical scheme Birthday day off Access to perkbox Summer Fridays off and Friday Lunches Bonus scheme Annual season ticket loans Professional subscriptions Life assurance And more! Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Jun 14, 2026
Full time
Job Title: Corporate Tax Manager Location: Central London Package: Salary DOE ( 60k-80k), Hybrid Working, 25 days holiday plus BH, and more Working Hours: Monday-Friday, Full time A fantastic opening is available within a reputable top 100 UK Practice in Central London for a Corporate Tax Manager. This practice pride themselves on being a dynamic and evolving organisation that puts people at the heart of everything they do. This role includes some excellent benefits, including a competitive salary range that is dependant on experience, hybrid working, free lunches on Fridays, 25 days holiday plus bank holidays, and much more. If you are an experienced tax professional, looking to take the next step within an ambitious and well regarded practice, then look no further. Corporate Tax Manager Job Responsibilities Manage a portfolio of international clients with significant autonomy, reporting to Partner/Manager level Build and maintain strong client relationships through regular communication and advisory support Prepare and review complex UK tax filings, including Self-Assessment returns with worldwide income and double tax treaty considerations Oversee specialist compliance work (CGT, ATED, ROE, Corporation Tax for non-residents, and offshore trust/IHT reporting) Support clients through HMRC enquiries, disclosures, and settlement processes Deliver tailored global mobility and strategic UK tax planning advice for internationally mobile individuals Advise on offshore structures, UK property structuring, de-enveloping, and evolving UK tax legislation Collaborate with family offices and international advisers while contributing to thought leadership and marketing initiatives Corporate Tax Manager Job Requirements ATT, CTA or ACA/ACCA (at least ATT qualified or part CTA/ACA) Experience, at least 4 years in corporate or mixed tax, within Accountancy Practice Comfortable working with clients who have offshore structures, trusts, or dual residence/tax exposure. An organised and meticulous approach to compliance and reporting work and ability to work on multiple clients simultaneously. A confident communicator especially with international clients, some of whom require a different approach in explaining complex matters, who builds trust easily and enjoys developing long-term client relationships Corporate Tax Manager Salary & Benefits Salary dependant on experience, likely ranging from (phone number removed) (higher DOE) Hybrid Working 25 days holiday plus bank holidays Healthcare cash plans and private medical scheme Birthday day off Access to perkbox Summer Fridays off and Friday Lunches Bonus scheme Annual season ticket loans Professional subscriptions Life assurance And more! Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Working hours: Full time - 36 hours per week Schedule type: Hybrid working - expected office days 2 days per week, however this is dependent on business needs The Role Are you ready to make a real difference in people's lives while building a rewarding career? At Raven Housing Trust, we're passionate about creating safe, healthy homes for our residents-and we're looking for someone who shares that commitment. As a Benefit and Money Adviser, you'll join a forward-thinking financial inclusion team tackling some of the most important challenges in housing today. This is your chance to play a key role in improving living conditions and shaping services that truly matter. This is more than a job-it's an opportunity to be part of a team that values innovation, collaboration, and customer focus. At Raven, we empower our people to lead with purpose. You'll join an organisation that values belonging, ownership, and collaboration-where your voice matters and your impact is felt across our communities. We're proud of our inclusive, supportive culture and our commitment to professional development. What you'll be doing In this role, you'll play a crucial part in ensuring our teams have the tools, knowledge, and processes they need to deliver a high-quality service. You will: Supporting residents to maximise their income by identifying and securing all eligible welfare benefits, including completing applications with them over the phone and during home visits where appropriate. Managing a caseload of residents, providing tailored advice on benefits, budgeting and debt, and clearly documenting all guidance and next steps through written follow-up communication. Challenging benefit decisions through mandatory reconsiderations and appeals, preparing cases and supporting residents through the process to achieve positive outcomes. Representing residents at tribunal hearings where appropriate, preparing written submissions and presenting structured arguments based on legislation and case law. Providing practical, person-centred support to residents who may be vulnerable or experiencing financial hardship, helping them sustain their tenancies. What you'll bring We're looking for someone who: Has proven experience delivering advice in a customer facing setting (e.g. Citizens Advice, housing, local authority, charity or similar). Has strong knowledge of welfare benefits, including claims, mandatory reconsiderations and appeals. Communicates clearly and confidently, with the ability to write accurate letters and explain complex information to residents. Has good numeracy skills and can assess benefit entitlements to improve residents' financial situations. Is confident managing their own caseload independently, including all associated administration. Holds a full driving licence, has access to a vehicle, and is comfortable travelling, carrying out home visits, and supporting residents in challenging situations. Why join Raven? At Raven, we're more than just a housing association - we're a community focused organisation committed to creating positive change. You'll be joining a supportive, forward-thinking team where your ideas and expertise will genuinely make a difference. You will also share our values: earning trust by being open and accountable, listening with an open mind, working collaboratively, and caring about making things better. What Raven will offer in return To create a great experience for our customers, we need to create a great experience for one another. What Raven offers goes beyond the ordinary, giving you the opportunity to join a community of people who share the same values and are passionate about making a difference. Our reward package includes: Competitive salaries Fantastic work/life balance with flexible working and generous leave entitlement Strong focus on learning and development, with opportunities to grow your skills and career Enhanced maternity, paternity, and adoption pay Funded health cash plan Extensive wellbeing support Voucher-based recognition scheme Retail discounts Raven are focused on creating a diverse and inclusive workplace. We encourage applications form all candidates, including minority ethnics, the LBGTQ+ community, people with disabilities and long-term health conditions, neurodivergent people, parents, carers, and people from lower socio-economic backgrounds. Selection process Your application will progress through the following stages: Application Review Your CV and supporting documents will be reviewed by Reed Recruitment against the essential criteria outlined in the Skills & Experience section of this advert. Please ensure your CV clearly demonstrates how you meet the required criteria in order to be considered. Telephone / Microsoft Teams Interview If shortlisted, you will be invited to an initial telephone interview. During this stage, you will be assessed against the Skills & Experience criteria and your overall suitability for the position. Assessment Centre Successful candidates will be invited to attend a face-to-face Assessment Centre, which will take place on one of the following dates: 15th, 16th or 17th June 2026 - To be confirmed This is the final stage of the selection process and will determine the outcome of your application. Feedback Feedback will be provided following the Assessment Centre stage. Please note that feedback is only available to candidates who attend the Assessment Centre. Successful candidates will then be considered for an offer. Further information As a Disability Confident Committed employer, we run a guaranteed interview scheme for disabled applicants. If you meet the essential criteria listed in the job description for this position and would like to be considered under this scheme, please state this in your application. All data collected is anonymous and has zero bearing on your application. If there is anything we can do to accommodate your specific situation, please let the recruitment team know.
Jun 14, 2026
Full time
Working hours: Full time - 36 hours per week Schedule type: Hybrid working - expected office days 2 days per week, however this is dependent on business needs The Role Are you ready to make a real difference in people's lives while building a rewarding career? At Raven Housing Trust, we're passionate about creating safe, healthy homes for our residents-and we're looking for someone who shares that commitment. As a Benefit and Money Adviser, you'll join a forward-thinking financial inclusion team tackling some of the most important challenges in housing today. This is your chance to play a key role in improving living conditions and shaping services that truly matter. This is more than a job-it's an opportunity to be part of a team that values innovation, collaboration, and customer focus. At Raven, we empower our people to lead with purpose. You'll join an organisation that values belonging, ownership, and collaboration-where your voice matters and your impact is felt across our communities. We're proud of our inclusive, supportive culture and our commitment to professional development. What you'll be doing In this role, you'll play a crucial part in ensuring our teams have the tools, knowledge, and processes they need to deliver a high-quality service. You will: Supporting residents to maximise their income by identifying and securing all eligible welfare benefits, including completing applications with them over the phone and during home visits where appropriate. Managing a caseload of residents, providing tailored advice on benefits, budgeting and debt, and clearly documenting all guidance and next steps through written follow-up communication. Challenging benefit decisions through mandatory reconsiderations and appeals, preparing cases and supporting residents through the process to achieve positive outcomes. Representing residents at tribunal hearings where appropriate, preparing written submissions and presenting structured arguments based on legislation and case law. Providing practical, person-centred support to residents who may be vulnerable or experiencing financial hardship, helping them sustain their tenancies. What you'll bring We're looking for someone who: Has proven experience delivering advice in a customer facing setting (e.g. Citizens Advice, housing, local authority, charity or similar). Has strong knowledge of welfare benefits, including claims, mandatory reconsiderations and appeals. Communicates clearly and confidently, with the ability to write accurate letters and explain complex information to residents. Has good numeracy skills and can assess benefit entitlements to improve residents' financial situations. Is confident managing their own caseload independently, including all associated administration. Holds a full driving licence, has access to a vehicle, and is comfortable travelling, carrying out home visits, and supporting residents in challenging situations. Why join Raven? At Raven, we're more than just a housing association - we're a community focused organisation committed to creating positive change. You'll be joining a supportive, forward-thinking team where your ideas and expertise will genuinely make a difference. You will also share our values: earning trust by being open and accountable, listening with an open mind, working collaboratively, and caring about making things better. What Raven will offer in return To create a great experience for our customers, we need to create a great experience for one another. What Raven offers goes beyond the ordinary, giving you the opportunity to join a community of people who share the same values and are passionate about making a difference. Our reward package includes: Competitive salaries Fantastic work/life balance with flexible working and generous leave entitlement Strong focus on learning and development, with opportunities to grow your skills and career Enhanced maternity, paternity, and adoption pay Funded health cash plan Extensive wellbeing support Voucher-based recognition scheme Retail discounts Raven are focused on creating a diverse and inclusive workplace. We encourage applications form all candidates, including minority ethnics, the LBGTQ+ community, people with disabilities and long-term health conditions, neurodivergent people, parents, carers, and people from lower socio-economic backgrounds. Selection process Your application will progress through the following stages: Application Review Your CV and supporting documents will be reviewed by Reed Recruitment against the essential criteria outlined in the Skills & Experience section of this advert. Please ensure your CV clearly demonstrates how you meet the required criteria in order to be considered. Telephone / Microsoft Teams Interview If shortlisted, you will be invited to an initial telephone interview. During this stage, you will be assessed against the Skills & Experience criteria and your overall suitability for the position. Assessment Centre Successful candidates will be invited to attend a face-to-face Assessment Centre, which will take place on one of the following dates: 15th, 16th or 17th June 2026 - To be confirmed This is the final stage of the selection process and will determine the outcome of your application. Feedback Feedback will be provided following the Assessment Centre stage. Please note that feedback is only available to candidates who attend the Assessment Centre. Successful candidates will then be considered for an offer. Further information As a Disability Confident Committed employer, we run a guaranteed interview scheme for disabled applicants. If you meet the essential criteria listed in the job description for this position and would like to be considered under this scheme, please state this in your application. All data collected is anonymous and has zero bearing on your application. If there is anything we can do to accommodate your specific situation, please let the recruitment team know.
A highly regarded, independently owned wealth management firm is looking for an IFA Administrator to join its team in Cheshire. This is not a volume practice. Our client works with a select group of high-net-worth individuals, delivering genuinely bespoke financial planning in a calm, discreet and polished environment. Think private banking in feel: considered, understated and exceptional in every client touchpoint. The firm is owner-managed, stable, and has no intention of being acquired or joining a consolidator, so this is a place to build a long-term career. The team operates a triangle model, with each adviser supported by a dedicated paraplanner and administrator. In this role you will support an experienced adviser and an established paraplanner, looking after a settled, long-standing client bank. The work is largely focused on the ongoing servicing of existing clients, so it suits someone who takes pride in getting the detail right and in looking after clients properly over time. You will have real support around you, which makes it a great environment to learn and grow. Key responsibilities will include: Providing efficient, accurate administrative support to your adviser and paraplanner across the full client servicing cycle. Managing diaries and arranging client meetings, ensuring everything is prepared and in order beforehand. Producing client documentation including valuations, illustrations and quotations. Processing new business and servicing tasks in line with agreed quality and service standards. Handling client and internal queries promptly, professionally and to a high standard. Delivering excellent client service in line with FCA requirements, internal policy and the firm's own high standards. Building strong, trusted working relationships across the team. The successful candidate will have: At least 12 months' experience in an IFA support or financial planning administration role. A working knowledge of the advice process and relevant FCA requirements. Excellent organisation and accuracy, with the ability to perform under pressure while maintaining high standards. Strong interpersonal skills and a professional, polished manner, given the calibre of client. For the right person, there is genuine scope to develop towards paraplanning over time. This is a rare opportunity to join a quietly prestigious firm that invests in its people and does things properly. Salary is dependent on experience and reflects the calibre of the practice.
Jun 14, 2026
Full time
A highly regarded, independently owned wealth management firm is looking for an IFA Administrator to join its team in Cheshire. This is not a volume practice. Our client works with a select group of high-net-worth individuals, delivering genuinely bespoke financial planning in a calm, discreet and polished environment. Think private banking in feel: considered, understated and exceptional in every client touchpoint. The firm is owner-managed, stable, and has no intention of being acquired or joining a consolidator, so this is a place to build a long-term career. The team operates a triangle model, with each adviser supported by a dedicated paraplanner and administrator. In this role you will support an experienced adviser and an established paraplanner, looking after a settled, long-standing client bank. The work is largely focused on the ongoing servicing of existing clients, so it suits someone who takes pride in getting the detail right and in looking after clients properly over time. You will have real support around you, which makes it a great environment to learn and grow. Key responsibilities will include: Providing efficient, accurate administrative support to your adviser and paraplanner across the full client servicing cycle. Managing diaries and arranging client meetings, ensuring everything is prepared and in order beforehand. Producing client documentation including valuations, illustrations and quotations. Processing new business and servicing tasks in line with agreed quality and service standards. Handling client and internal queries promptly, professionally and to a high standard. Delivering excellent client service in line with FCA requirements, internal policy and the firm's own high standards. Building strong, trusted working relationships across the team. The successful candidate will have: At least 12 months' experience in an IFA support or financial planning administration role. A working knowledge of the advice process and relevant FCA requirements. Excellent organisation and accuracy, with the ability to perform under pressure while maintaining high standards. Strong interpersonal skills and a professional, polished manner, given the calibre of client. For the right person, there is genuine scope to develop towards paraplanning over time. This is a rare opportunity to join a quietly prestigious firm that invests in its people and does things properly. Salary is dependent on experience and reflects the calibre of the practice.
Business Development Manager UP to 35,000 OTE 80,000 TOP earners earn 140,000. Hours of work: Monday - Friday + 1 Saturday every 4 weeks To sit client demos and generate new business opportunities. Responsible for achieving monthly KPIs input & output metrics and business revenue targets. FCA-regulated insurance experience. Diary management. Ensure the pipeline is managed daily to promote a dynamic, fast-paced sales journey. Working as an ally to your peers whilst working collaboratively with dedicated BSCs to ensure high team performance. Leading from the front to promote high-quality performance and demo bookings via your dedicated BDM. Be a trusted adviser to ensure a consultative and solution-led approach to product proposals. To engage and communicate professionally with decision-makers at a senior level. To build effective relationships with existing customers, by use of probing questioning, clarification, and language. To add value by positively and enthusiastically discussing our company, brand, values, and products & services to ensure that a professional image is always provided to customers and colleagues. Maintaining and exceeding the highest standards of professionalism and customer service. To be accountable for performance at all levels Self-generate opportunity through social selling and prospect/client referrals. Achieving targets and business objectives in a fully compliant manner Key Points: Passionate about sales: Whether it's hitting targets, the power of persuasion, or figuring out what makes people tick - sales is what gives you energy! Excited to be a trailblazer: You will be the first one on the sales team, so you'll be setting the standards in a fast-paced and agile environment. Results- & Data-driven: You like diving into the numbers and figuring out the WHY behind the results Proactive, organised and detail-oriented: Sales at Charlie is high-volume, you'll be managing a lot of leads, keeping the momentum of conversations going, and not letting things slip through the net. A self-starter: You can work alone but also motivate and influence other teams when needed. Benefits Uncapped monthly commission. Daily, weekly and monthly incentives Profit share scheme 25 days' holiday, plus bank holidays Day off on your birthday Perkbox discounts Holidays increase after 2- and 5-years' service. Pension Plan and Life Insurance Onsite Gym INDPSAL 47920TLR The Portfolio Group are acting on behalf of our client in recruiting for this position.
Jun 14, 2026
Full time
Business Development Manager UP to 35,000 OTE 80,000 TOP earners earn 140,000. Hours of work: Monday - Friday + 1 Saturday every 4 weeks To sit client demos and generate new business opportunities. Responsible for achieving monthly KPIs input & output metrics and business revenue targets. FCA-regulated insurance experience. Diary management. Ensure the pipeline is managed daily to promote a dynamic, fast-paced sales journey. Working as an ally to your peers whilst working collaboratively with dedicated BSCs to ensure high team performance. Leading from the front to promote high-quality performance and demo bookings via your dedicated BDM. Be a trusted adviser to ensure a consultative and solution-led approach to product proposals. To engage and communicate professionally with decision-makers at a senior level. To build effective relationships with existing customers, by use of probing questioning, clarification, and language. To add value by positively and enthusiastically discussing our company, brand, values, and products & services to ensure that a professional image is always provided to customers and colleagues. Maintaining and exceeding the highest standards of professionalism and customer service. To be accountable for performance at all levels Self-generate opportunity through social selling and prospect/client referrals. Achieving targets and business objectives in a fully compliant manner Key Points: Passionate about sales: Whether it's hitting targets, the power of persuasion, or figuring out what makes people tick - sales is what gives you energy! Excited to be a trailblazer: You will be the first one on the sales team, so you'll be setting the standards in a fast-paced and agile environment. Results- & Data-driven: You like diving into the numbers and figuring out the WHY behind the results Proactive, organised and detail-oriented: Sales at Charlie is high-volume, you'll be managing a lot of leads, keeping the momentum of conversations going, and not letting things slip through the net. A self-starter: You can work alone but also motivate and influence other teams when needed. Benefits Uncapped monthly commission. Daily, weekly and monthly incentives Profit share scheme 25 days' holiday, plus bank holidays Day off on your birthday Perkbox discounts Holidays increase after 2- and 5-years' service. Pension Plan and Life Insurance Onsite Gym INDPSAL 47920TLR The Portfolio Group are acting on behalf of our client in recruiting for this position.
Senior IFA Administrator York £30,000 - £35,000 Hybrid Working An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience. The Role: You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail. Key Responsibilities: Managing the full administration lifecycle for new and existing business Liaising with product providers for policy information, valuations, illustrations, and updates Preparing client documentation, meeting packs, and review reports Processing new business submissions and tracking cases to completion Maintaining and updating client records on CRM systems Supporting advisers with compliance requirements and client communication Handling queries from clients, providers, and internal teams professionally and efficiently What do we need from you ? Experienced IFA Administrator (senior level preferred) Intelliflo/ Intelligent Office (I/O) experience essential Previous experience using FE Analytics Strong understanding of pensions, investments, protection, and general financial planning processes Highly organised with excellent written and verbal communication skills Ability to work independently and as part of a close-knit team Professional, proactive, and committed to delivering a first-class service What's on Offer: Up to £35,000 depending on experience Hybrid working Supportive and collaborative working environment 25 days holiday + bank holidays Company pension and additional benefits Opportunities for professional development (e.g., exam support if desired) If you're an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16754 for more information
Jun 14, 2026
Full time
Senior IFA Administrator York £30,000 - £35,000 Hybrid Working An established and highly respected IFA practice in York is seeking an experienced Senior IFA Administrator to join their friendly and professional team. This is an excellent opportunity for someone who thrives in a supportive environment and wants to play a key role in delivering a high-quality client experience. The Role: You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring the smooth running of client cases and the wider financial planning process. This is a senior-level position suited to a confident, technically aware IFA Administrator with strong communication skills and excellent attention to detail. Key Responsibilities: Managing the full administration lifecycle for new and existing business Liaising with product providers for policy information, valuations, illustrations, and updates Preparing client documentation, meeting packs, and review reports Processing new business submissions and tracking cases to completion Maintaining and updating client records on CRM systems Supporting advisers with compliance requirements and client communication Handling queries from clients, providers, and internal teams professionally and efficiently What do we need from you ? Experienced IFA Administrator (senior level preferred) Intelliflo/ Intelligent Office (I/O) experience essential Previous experience using FE Analytics Strong understanding of pensions, investments, protection, and general financial planning processes Highly organised with excellent written and verbal communication skills Ability to work independently and as part of a close-knit team Professional, proactive, and committed to delivering a first-class service What's on Offer: Up to £35,000 depending on experience Hybrid working Supportive and collaborative working environment 25 days holiday + bank holidays Company pension and additional benefits Opportunities for professional development (e.g., exam support if desired) If you're an experienced IFA Administrator looking to take the next step in your career with a firm that truly values its people, we'd love to hear from you. Apply now or contact NJR Recruitment quoting NJR16754 for more information
Self-Employed Financial Advisor Remote/ Hybrid with access to London offices. The Role Are you an experienced adviser who enjoys building long-term client relationships and helping people plan for a stronger financial future? Looking for the freedom of self-employment, but with warm client opportunities, brand support and a respected business behind you? Mortgages & Insurers Solutions is growing, and click apply for full job details
Jun 14, 2026
Full time
Self-Employed Financial Advisor Remote/ Hybrid with access to London offices. The Role Are you an experienced adviser who enjoys building long-term client relationships and helping people plan for a stronger financial future? Looking for the freedom of self-employment, but with warm client opportunities, brand support and a respected business behind you? Mortgages & Insurers Solutions is growing, and click apply for full job details
Our client is a leading provider of technical tax information, commentary, research tools and professional learning solutions used by accountancy firms, advisers and tax professionals across the UK! As part of continued growth, they are seeking an experienced Content Manager to lead a specialist content team responsible for delivering high-quality tax commentary, practical guidance, online tools and learning resources. This is a leadership opportunity for a tax professional with strong editorial, content management and people leadership experience who enjoys driving quality, innovation and continuous improvement. Reporting into senior leadership, you will take ownership of content quality, production processes and team performance while helping shape the future direction of market-leading tax resources. You will work closely with product and commercial teams to enhance customer value, improve content delivery processes and identify opportunities for innovation. While this role includes some hands-on content creation, its primary focus is strategic leadership, team management and content excellence. Day to Day Lead and manage a team of tax content specialists and writers. Implement and oversee quality assurance processes across publications, tools and learning resources. Work closely with Product Management to identify and deliver product improvements. Manage content workflows, resource planning and content allocation. Develop new content formats and innovative approaches to content delivery. Monitor market developments, legislative changes and industry trends. Track competitor activity and identify opportunities for differentiation. Act as the primary content contact for internal stakeholders across the business. Support sales and marketing teams with technical expertise and promotional activity. Deliver webinars, thought leadership content and other customer-facing presentations. Build and maintain relationships with key external stakeholders and industry contacts. Lead special projects and drive continuous improvement initiatives. Manage budgets and ensure effective allocation of resources. YOU? Strong tax technical knowledge and subject matter expertise. Experience managing editorial, technical content or knowledge-based teams. A proven track record of leadership and people management. Excellent written and verbal communication skills. Commercial awareness and understanding of the professional services market. Experience improving processes and driving operational efficiencies. An interest in technology and how it can enhance content creation and delivery. Strong problem-solving, organisational and stakeholder management skills. This is an opportunity to join an established market leader with a long-standing reputation for providing trusted tax resources to some of the UK's most recognised accountancy and advisory organisations, as well as practices of all sizes. You'll be joining a highly collaborative, ambitious and supportive team environment where quality, expertise and innovation are genuinely valued. The organisation is committed to professional development and provides ongoing training, coaching and career progression opportunities. If you're looking for a role where you can combine tax expertise, content leadership and strategic influence, we'd be delighted to hear from you! 51761CC INDLON The Portfolio Group are acting on behalf of our client in recruiting for this position.
Jun 14, 2026
Full time
Our client is a leading provider of technical tax information, commentary, research tools and professional learning solutions used by accountancy firms, advisers and tax professionals across the UK! As part of continued growth, they are seeking an experienced Content Manager to lead a specialist content team responsible for delivering high-quality tax commentary, practical guidance, online tools and learning resources. This is a leadership opportunity for a tax professional with strong editorial, content management and people leadership experience who enjoys driving quality, innovation and continuous improvement. Reporting into senior leadership, you will take ownership of content quality, production processes and team performance while helping shape the future direction of market-leading tax resources. You will work closely with product and commercial teams to enhance customer value, improve content delivery processes and identify opportunities for innovation. While this role includes some hands-on content creation, its primary focus is strategic leadership, team management and content excellence. Day to Day Lead and manage a team of tax content specialists and writers. Implement and oversee quality assurance processes across publications, tools and learning resources. Work closely with Product Management to identify and deliver product improvements. Manage content workflows, resource planning and content allocation. Develop new content formats and innovative approaches to content delivery. Monitor market developments, legislative changes and industry trends. Track competitor activity and identify opportunities for differentiation. Act as the primary content contact for internal stakeholders across the business. Support sales and marketing teams with technical expertise and promotional activity. Deliver webinars, thought leadership content and other customer-facing presentations. Build and maintain relationships with key external stakeholders and industry contacts. Lead special projects and drive continuous improvement initiatives. Manage budgets and ensure effective allocation of resources. YOU? Strong tax technical knowledge and subject matter expertise. Experience managing editorial, technical content or knowledge-based teams. A proven track record of leadership and people management. Excellent written and verbal communication skills. Commercial awareness and understanding of the professional services market. Experience improving processes and driving operational efficiencies. An interest in technology and how it can enhance content creation and delivery. Strong problem-solving, organisational and stakeholder management skills. This is an opportunity to join an established market leader with a long-standing reputation for providing trusted tax resources to some of the UK's most recognised accountancy and advisory organisations, as well as practices of all sizes. You'll be joining a highly collaborative, ambitious and supportive team environment where quality, expertise and innovation are genuinely valued. The organisation is committed to professional development and provides ongoing training, coaching and career progression opportunities. If you're looking for a role where you can combine tax expertise, content leadership and strategic influence, we'd be delighted to hear from you! 51761CC INDLON The Portfolio Group are acting on behalf of our client in recruiting for this position.
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.
Jun 13, 2026
Full time
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.
Insite Public Practice Recruitment Limited
Manchester, Lancashire
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.
Jun 13, 2026
Full time
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.
Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA / Wealth Management The role We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same. You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration. It's a role that naturally flexes with the rhythm of the office - busy, people-focused, and always connected to live client activity. What you'll be doing Your day will typically involve a mix of client interaction, coordination, and operational support. That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates. You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day. What we're looking for We're open on background. You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role. What matters most is: Strong communication, professionalism and confidence with people A natural sense of organisation and attention to detail The ability to manage shifting priorities calmly and professionally A proactive, can-do approach Pride in delivering a high standard of service An interest in financial services is welcome - full training and support will be provided. What this role offers With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth. You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment. Additional benefits include Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program Birthday day off and regular company events. Opportunities to contribute to the firm's Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why this role If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity.
Jun 13, 2026
Full time
Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA / Wealth Management The role We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same. You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration. It's a role that naturally flexes with the rhythm of the office - busy, people-focused, and always connected to live client activity. What you'll be doing Your day will typically involve a mix of client interaction, coordination, and operational support. That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates. You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day. What we're looking for We're open on background. You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role. What matters most is: Strong communication, professionalism and confidence with people A natural sense of organisation and attention to detail The ability to manage shifting priorities calmly and professionally A proactive, can-do approach Pride in delivering a high standard of service An interest in financial services is welcome - full training and support will be provided. What this role offers With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth. You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment. Additional benefits include Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program Birthday day off and regular company events. Opportunities to contribute to the firm's Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why this role If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity.
Learning and Development Trainer Leading Business Birmingham - mainly office based 37K to 46K Full Time, Permanent Strong Benefits Package Role Summary The Learning and Development Trainer plays a key role in supporting the businesses strategic objectives through the design, delivery and evaluation of high-quality learning and development interventions. Working as part of the Organisational Development Team, the postholder will contribute to building organisational capability, enhancing employee performance and supporting cultural and organisational change. The role combines expert facilitation with learning design, stakeholder engagement and consultancy. The postholder will work collaboratively with colleagues to identify development needs, design impactful learning solutions and deliver engaging programmes that support individual, team and organisational effectiveness. The postholder will be expected to operate with a high degree of autonomy, applying professional expertise to influence stakeholders, continuously improve learning provision and contribute to the development of a positive, inclusive and high-performing organisational culture. Main Duties and Responsibilities Learning Design and Delivery Design, develop and deliver a portfolio of learning and development programmes, workshops and interventions that support organisational priorities and workforce capability. Facilitate engaging face-to-face, virtual and blended learning experiences using a range of learning methodologies and technologies. Adapt learning content and delivery approaches to meet the needs of diverse audiences across academic and professional services communities. Ensure all learning interventions are accessible, inclusive and aligned with best practice in adult learning and organisational development. Develop learning resources, toolkits, guides and digital content to support continuous learning and performance improvement. Organisational Development Support Work with stakeholders to identify learning and development needs and recommend appropriate solutions aligned with organisational objectives. Contribute to organisational development initiatives that support leadership development, talent management, employee engagement, culture change and organisational effectiveness. Support the implementation of strategic people initiatives through effective learning and development interventions. Act as a trusted adviser to managers and leaders on learning and development approaches and opportunities. Stakeholder Engagement and Consultancy Build effective working relationships with colleagues to understand business needs and develop appropriate development solutions. Partner with departments to support workforce development priorities. Provide specialist advice and guidance on learning and development practices, approaches and resources. Influence and challenge constructively to ensure development interventions deliver measurable outcomes. Evaluation and Continuous Improvement Evaluate learning interventions using appropriate qualitative and quantitative measures. Analyse feedback, engagement data and performance indicators to assess impact and identify opportunities for improvement. Produce reports and insights to inform decision-making and demonstrate the value of learning and development activity. Maintain awareness of emerging trends, technologies and best practice in learning, organisational development and higher education. Project and Programme Support Lead or contribute to organisational development projects and initiatives as required. Manage multiple programmes and priorities simultaneously, ensuring delivery to agreed timescales and quality standards. Contribute to the development and implementation of annual learning and development plans. Support the effective use of learning technologies and systems. Person Specification Essential Knowledge, Skills and Experience Qualifications Degree-level qualification or equivalent professional experience in L&D and or coaching Professional qualification in Learning and Development, Organisational Development, Human Resources or a related discipline, or significant relevant experience. Experience Significant experience of designing, developing and delivering learning and development programmes within a complex organisation. Experience of facilitating workshops, training programmes and group learning interventions for a range of audiences. Experience of conducting learning needs analysis and translating requirements into effective learning solutions. Experience of evaluating learning interventions and demonstrating impact. Experience of managing multiple priorities and delivering projects to deadlines. Skills Excellent facilitation and presentation skills. Strong interpersonal and stakeholder management skills with the ability to influence and build credibility at all levels. Ability to work consultatively and develop effective partnerships across a large and complex organisation. Strong written and verbal communication skills. Excellent organisational and project management skills. Ability to analyse information and use evidence to inform decision-making. Strong digital skills and experience of learning technologies and virtual delivery platforms. To apply for the position, please click on the apply now button and your CV will be sent directly to the responsible recruiter. We will respond to successful applicants within 7 days, however please feel free to get in touch if you would like any further information about your application. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Jun 13, 2026
Full time
Learning and Development Trainer Leading Business Birmingham - mainly office based 37K to 46K Full Time, Permanent Strong Benefits Package Role Summary The Learning and Development Trainer plays a key role in supporting the businesses strategic objectives through the design, delivery and evaluation of high-quality learning and development interventions. Working as part of the Organisational Development Team, the postholder will contribute to building organisational capability, enhancing employee performance and supporting cultural and organisational change. The role combines expert facilitation with learning design, stakeholder engagement and consultancy. The postholder will work collaboratively with colleagues to identify development needs, design impactful learning solutions and deliver engaging programmes that support individual, team and organisational effectiveness. The postholder will be expected to operate with a high degree of autonomy, applying professional expertise to influence stakeholders, continuously improve learning provision and contribute to the development of a positive, inclusive and high-performing organisational culture. Main Duties and Responsibilities Learning Design and Delivery Design, develop and deliver a portfolio of learning and development programmes, workshops and interventions that support organisational priorities and workforce capability. Facilitate engaging face-to-face, virtual and blended learning experiences using a range of learning methodologies and technologies. Adapt learning content and delivery approaches to meet the needs of diverse audiences across academic and professional services communities. Ensure all learning interventions are accessible, inclusive and aligned with best practice in adult learning and organisational development. Develop learning resources, toolkits, guides and digital content to support continuous learning and performance improvement. Organisational Development Support Work with stakeholders to identify learning and development needs and recommend appropriate solutions aligned with organisational objectives. Contribute to organisational development initiatives that support leadership development, talent management, employee engagement, culture change and organisational effectiveness. Support the implementation of strategic people initiatives through effective learning and development interventions. Act as a trusted adviser to managers and leaders on learning and development approaches and opportunities. Stakeholder Engagement and Consultancy Build effective working relationships with colleagues to understand business needs and develop appropriate development solutions. Partner with departments to support workforce development priorities. Provide specialist advice and guidance on learning and development practices, approaches and resources. Influence and challenge constructively to ensure development interventions deliver measurable outcomes. Evaluation and Continuous Improvement Evaluate learning interventions using appropriate qualitative and quantitative measures. Analyse feedback, engagement data and performance indicators to assess impact and identify opportunities for improvement. Produce reports and insights to inform decision-making and demonstrate the value of learning and development activity. Maintain awareness of emerging trends, technologies and best practice in learning, organisational development and higher education. Project and Programme Support Lead or contribute to organisational development projects and initiatives as required. Manage multiple programmes and priorities simultaneously, ensuring delivery to agreed timescales and quality standards. Contribute to the development and implementation of annual learning and development plans. Support the effective use of learning technologies and systems. Person Specification Essential Knowledge, Skills and Experience Qualifications Degree-level qualification or equivalent professional experience in L&D and or coaching Professional qualification in Learning and Development, Organisational Development, Human Resources or a related discipline, or significant relevant experience. Experience Significant experience of designing, developing and delivering learning and development programmes within a complex organisation. Experience of facilitating workshops, training programmes and group learning interventions for a range of audiences. Experience of conducting learning needs analysis and translating requirements into effective learning solutions. Experience of evaluating learning interventions and demonstrating impact. Experience of managing multiple priorities and delivering projects to deadlines. Skills Excellent facilitation and presentation skills. Strong interpersonal and stakeholder management skills with the ability to influence and build credibility at all levels. Ability to work consultatively and develop effective partnerships across a large and complex organisation. Strong written and verbal communication skills. Excellent organisational and project management skills. Ability to analyse information and use evidence to inform decision-making. Strong digital skills and experience of learning technologies and virtual delivery platforms. To apply for the position, please click on the apply now button and your CV will be sent directly to the responsible recruiter. We will respond to successful applicants within 7 days, however please feel free to get in touch if you would like any further information about your application. At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer. By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Enterprise Client Success - Strategic Account Leadership Join AdviserPlus and help transform the future of HR! At AdviserPlus, we empower organisations to unlock the full potential of their people through innovative HR solutions and cutting-edge technology. As a trusted partner to some of the UK s most recognisable brands, we re on a mission to simplify HR and make it more impactful. We re now looking for a commercially minded Senior Customer Success Manager with strong HR domain expertise to join our growing team. This role is ideal for qualified HR professional coming from HR SaaS, HR professional services or a senior HR background within a large enterprise environment who understands the realities of employee relations, HR operations and customer partnership at scale. If you thrive on building strategic client relationships, driving customer value and helping organisations modernise HR through technology and advisory solutions, we d love to hear from you. The Role at a Glance: HR Senior Customer Success Manager Remote Working - 1 day in the Ellesmere Port, Cheshire office every 2 weeks mandatory £50,454 - £65,454 Plus Benefits Package Including Pension, Life Assurance, Employee Assistance Programme, Discounted Gym Memberships and More Hours: 37.5 hours per week with flexible working between 08:00-18:00 Monday-Friday Reporting to: Customer Success Director Company: Leading Provider of HR Tech, Consulting and Advisory Services Clients Include: Currys, Wickes, Virgin Atlantic, Network Rail, BT Group, Sainsbury s, Post Office, Pret and More Your Background / Skills: HR SaaS, HR Technology, Employee Relations, HR Consulting, Customer Success, Enterprise Account Management, HR Operations, Stakeholder Management Qualifications: CIPD Level 5/7, HRM Degree or equivalent HR qualification highly desirable About us: We are the UK s leading provider of award-winning HR technology, consulting and advisory services. We help organisations build positive workplace cultures where people can thrive and businesses can perform at their best. By combining cloud technology, data insight and HR expertise, we simplify employee relations and empower organisations to manage people matters more effectively. Unlike businesses that simply sell software into HR teams, we genuinely understand HR because we live and breathe it every day. Our award-winning SaaS platform, empower , is transforming the way organisations manage employee relations, enabling HR leaders and line managers to handle people matters with greater confidence, consistency and efficiency. Supported by HR experts, analytics and consultancy services, empower delivers meaningful operational impact for some of the UK s largest and most respected employers. The HR Senior Customer Success Manager Opportunity: As a HR Senior Customer Success Manager, you ll act as a strategic partner to enterprise customers, helping them maximise value from AdviserPlus solutions while strengthening long-term commercial relationships. This is a highly consultative customer success role where credibility in HR and employee relations matters just as much as SaaS or commercial experience. You ll manage key client relationships, support retention and renewal strategies, identify growth opportunities and help customers drive transformation across HR operations and employee relations processes. The ideal candidate will likely come from one of the following backgrounds: • HR SaaS / HR / ER technology customer success • HR professional services supporting enterprise organisations • Senior HR or HRBP-level experience within large enterprise environments • Employee relations exposure would be particularly valuable. Where you ll add value: • Acting as a trusted advisor and strategic partner to enterprise customers • Building long-term relationships that drive customer satisfaction and retention • Leading renewal and retention strategies across key customer accounts • Identifying upsell and cross-sell opportunities within existing accounts • Supporting Customer Success Managers through coaching and leadership • Collaborating with Product, Sales, Marketing and Support teams • Helping customers optimise HR and employee relations processes through technology • Supporting strong commercial governance across contracts and renewals • Using data, reporting and customer insights to guide strategic decisions • Maintaining accurate records and customer engagement activity within HubSpot About You: • Proven experience within Customer Success, HR SaaS, HR technology or enterprise HR environments • CIPD Level 5/7, HRM degree or equivalent HR qualification highly desirable • Strong understanding of HR operations and employee relations processes • Background within HR SaaS is highly desirable • Alternatively experience within HR consultancy / professional services environments • Or senior HR / HRBP-level experience within enterprise organisations • Excellent communication, influencing and stakeholder management skills • Commercially aware with strong relationship-building capability • Proactive, organised and customer-focused approach • Strong presentation and strategic account management skills • Comfortable managing multiple priorities within a fast-paced environment • Ability to interpret data and deliver actionable insights What s on Offer: • Life assurance • Pension • Holiday purchase scheme • Volunteering days • Long service awards • Contribution towards professional qualifications • Contribution towards membership fees • Employee assistance programme • Health cashback plan • Flexible working environment • Opportunity to work with major UK enterprise brands If you're excited by the opportunity to combine HR expertise, technology and strategic customer partnership within one of the UK s leading HR technology businesses, we d love to hear from you. Apply today and help shape the future of HR. Application notice We take your privacy seriously. As you might expect you may be contacted by email, text or telephone. Your data is processed by our talent partner RR (Recruitment Revolution) on the basis of their legitimate interests in fulfilling the recruitment process. Please refer to their Data Privacy Policy & Notice on their website for further details.
Jun 13, 2026
Full time
Enterprise Client Success - Strategic Account Leadership Join AdviserPlus and help transform the future of HR! At AdviserPlus, we empower organisations to unlock the full potential of their people through innovative HR solutions and cutting-edge technology. As a trusted partner to some of the UK s most recognisable brands, we re on a mission to simplify HR and make it more impactful. We re now looking for a commercially minded Senior Customer Success Manager with strong HR domain expertise to join our growing team. This role is ideal for qualified HR professional coming from HR SaaS, HR professional services or a senior HR background within a large enterprise environment who understands the realities of employee relations, HR operations and customer partnership at scale. If you thrive on building strategic client relationships, driving customer value and helping organisations modernise HR through technology and advisory solutions, we d love to hear from you. The Role at a Glance: HR Senior Customer Success Manager Remote Working - 1 day in the Ellesmere Port, Cheshire office every 2 weeks mandatory £50,454 - £65,454 Plus Benefits Package Including Pension, Life Assurance, Employee Assistance Programme, Discounted Gym Memberships and More Hours: 37.5 hours per week with flexible working between 08:00-18:00 Monday-Friday Reporting to: Customer Success Director Company: Leading Provider of HR Tech, Consulting and Advisory Services Clients Include: Currys, Wickes, Virgin Atlantic, Network Rail, BT Group, Sainsbury s, Post Office, Pret and More Your Background / Skills: HR SaaS, HR Technology, Employee Relations, HR Consulting, Customer Success, Enterprise Account Management, HR Operations, Stakeholder Management Qualifications: CIPD Level 5/7, HRM Degree or equivalent HR qualification highly desirable About us: We are the UK s leading provider of award-winning HR technology, consulting and advisory services. We help organisations build positive workplace cultures where people can thrive and businesses can perform at their best. By combining cloud technology, data insight and HR expertise, we simplify employee relations and empower organisations to manage people matters more effectively. Unlike businesses that simply sell software into HR teams, we genuinely understand HR because we live and breathe it every day. Our award-winning SaaS platform, empower , is transforming the way organisations manage employee relations, enabling HR leaders and line managers to handle people matters with greater confidence, consistency and efficiency. Supported by HR experts, analytics and consultancy services, empower delivers meaningful operational impact for some of the UK s largest and most respected employers. The HR Senior Customer Success Manager Opportunity: As a HR Senior Customer Success Manager, you ll act as a strategic partner to enterprise customers, helping them maximise value from AdviserPlus solutions while strengthening long-term commercial relationships. This is a highly consultative customer success role where credibility in HR and employee relations matters just as much as SaaS or commercial experience. You ll manage key client relationships, support retention and renewal strategies, identify growth opportunities and help customers drive transformation across HR operations and employee relations processes. The ideal candidate will likely come from one of the following backgrounds: • HR SaaS / HR / ER technology customer success • HR professional services supporting enterprise organisations • Senior HR or HRBP-level experience within large enterprise environments • Employee relations exposure would be particularly valuable. Where you ll add value: • Acting as a trusted advisor and strategic partner to enterprise customers • Building long-term relationships that drive customer satisfaction and retention • Leading renewal and retention strategies across key customer accounts • Identifying upsell and cross-sell opportunities within existing accounts • Supporting Customer Success Managers through coaching and leadership • Collaborating with Product, Sales, Marketing and Support teams • Helping customers optimise HR and employee relations processes through technology • Supporting strong commercial governance across contracts and renewals • Using data, reporting and customer insights to guide strategic decisions • Maintaining accurate records and customer engagement activity within HubSpot About You: • Proven experience within Customer Success, HR SaaS, HR technology or enterprise HR environments • CIPD Level 5/7, HRM degree or equivalent HR qualification highly desirable • Strong understanding of HR operations and employee relations processes • Background within HR SaaS is highly desirable • Alternatively experience within HR consultancy / professional services environments • Or senior HR / HRBP-level experience within enterprise organisations • Excellent communication, influencing and stakeholder management skills • Commercially aware with strong relationship-building capability • Proactive, organised and customer-focused approach • Strong presentation and strategic account management skills • Comfortable managing multiple priorities within a fast-paced environment • Ability to interpret data and deliver actionable insights What s on Offer: • Life assurance • Pension • Holiday purchase scheme • Volunteering days • Long service awards • Contribution towards professional qualifications • Contribution towards membership fees • Employee assistance programme • Health cashback plan • Flexible working environment • Opportunity to work with major UK enterprise brands If you're excited by the opportunity to combine HR expertise, technology and strategic customer partnership within one of the UK s leading HR technology businesses, we d love to hear from you. Apply today and help shape the future of HR. Application notice We take your privacy seriously. As you might expect you may be contacted by email, text or telephone. Your data is processed by our talent partner RR (Recruitment Revolution) on the basis of their legitimate interests in fulfilling the recruitment process. Please refer to their Data Privacy Policy & Notice on their website for further details.
Calling all Graduates (Hybrid) About the Opportunity Join a high-growth investment manager overseeing for a diverse global client base. Working at the forefront of investment solutions, the business partners closely with financial advisers, wealth managers, and family offices to deliver innovative, resilient, and transparent strategies. This is an exceptional opportunity to become part of a collaborative, values-driven organisation where innovation, ownership, and continuous improvement are genuinely encouraged - and where your contribution directly impacts client experience and business success. The Team The Client Services function sits at the very heart of the business - a dynamic, fast-paced team that underpins day-to-day operations while acting as the primary point of contact for clients. You'll work alongside a high-performing team delivering best-in-class service to a broad client base including financial advisers, institutions, and high-net-worth individuals. The team plays a critical role not only in operational excellence but also in shaping and improving processes as the business continues to grow. The Role This is an outstanding entry or early-career opportunity to build a long-term career in financial services. You'll join a structured training and development programme designed to give you deep exposure to investment products, operational processes, and regulatory frameworks. With clear progression pathways and ongoing mentorship, you'll rapidly build both technical expertise and commercial awareness. The role offers a hybrid working model with a minimum of three days in a central London office. Key Responsibilities You'll gain hands-on experience across a broad range of operational and client-focused activities, including: Client Onboarding - Deliver a seamless onboarding experience by processing applications efficiently and accurately AML & KYC - Support compliance efforts through thorough client due diligence and ongoing monitoring Client Transactions - Execute investment instructions, including transfers and redemptions, with precision and care Client Communications - Act as a key point of contact, handling queries via phone and case management systems to a high professional standard Cash & Payments Processing - Manage incoming funds, cheque processing, and reconciliation activities Operational Support - Maintain accurate client data and contribute to smooth day-to-day operations Process Improvement - Play an active role in identifying efficiencies and enhancing client experience Team Projects - Support broader initiatives and continuous improvement efforts across the function What We're Looking For We're looking for a driven and detail-oriented individual who is eager to learn and grow in a fast-paced financial services environment. You will bring: A proactive, "can-do" mindset with a strong sense of ownership Exceptional attention to detail and organisational skills The ability to remain calm and focused under pressure Strong communication skills and a collaborative approach A genuine interest in financial services (prior experience is beneficial but not essential) Intellectual curiosity and the confidence to ask questions and challenge effectively This role is ideal for someone who takes pride in delivering high-quality work and is motivated to continuously improve. What's On Offer A Culture That Values You Be part of an open, supportive environment where your voice is heard, your ideas matter, and your impact is recognised. Structured Training & Career Development Benefit from a comprehensive onboarding programme, ongoing training, and exposure across the business - giving you a clear platform for long-term career progression. Performance & Progression Join a meritocratic environment where high performance is rewarded with increased responsibility, visibility, and career advancement - regardless of tenure. Opportunity to Make an Impact Contribute to continuous improvement initiatives and play a meaningful role in shaping operational excellence and delivering outstanding client service. Diversity & Inclusion Applications are welcomed from all backgrounds. The organisation is committed to fostering a diverse and inclusive workplace where everyone can thrive. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 13, 2026
Full time
Calling all Graduates (Hybrid) About the Opportunity Join a high-growth investment manager overseeing for a diverse global client base. Working at the forefront of investment solutions, the business partners closely with financial advisers, wealth managers, and family offices to deliver innovative, resilient, and transparent strategies. This is an exceptional opportunity to become part of a collaborative, values-driven organisation where innovation, ownership, and continuous improvement are genuinely encouraged - and where your contribution directly impacts client experience and business success. The Team The Client Services function sits at the very heart of the business - a dynamic, fast-paced team that underpins day-to-day operations while acting as the primary point of contact for clients. You'll work alongside a high-performing team delivering best-in-class service to a broad client base including financial advisers, institutions, and high-net-worth individuals. The team plays a critical role not only in operational excellence but also in shaping and improving processes as the business continues to grow. The Role This is an outstanding entry or early-career opportunity to build a long-term career in financial services. You'll join a structured training and development programme designed to give you deep exposure to investment products, operational processes, and regulatory frameworks. With clear progression pathways and ongoing mentorship, you'll rapidly build both technical expertise and commercial awareness. The role offers a hybrid working model with a minimum of three days in a central London office. Key Responsibilities You'll gain hands-on experience across a broad range of operational and client-focused activities, including: Client Onboarding - Deliver a seamless onboarding experience by processing applications efficiently and accurately AML & KYC - Support compliance efforts through thorough client due diligence and ongoing monitoring Client Transactions - Execute investment instructions, including transfers and redemptions, with precision and care Client Communications - Act as a key point of contact, handling queries via phone and case management systems to a high professional standard Cash & Payments Processing - Manage incoming funds, cheque processing, and reconciliation activities Operational Support - Maintain accurate client data and contribute to smooth day-to-day operations Process Improvement - Play an active role in identifying efficiencies and enhancing client experience Team Projects - Support broader initiatives and continuous improvement efforts across the function What We're Looking For We're looking for a driven and detail-oriented individual who is eager to learn and grow in a fast-paced financial services environment. You will bring: A proactive, "can-do" mindset with a strong sense of ownership Exceptional attention to detail and organisational skills The ability to remain calm and focused under pressure Strong communication skills and a collaborative approach A genuine interest in financial services (prior experience is beneficial but not essential) Intellectual curiosity and the confidence to ask questions and challenge effectively This role is ideal for someone who takes pride in delivering high-quality work and is motivated to continuously improve. What's On Offer A Culture That Values You Be part of an open, supportive environment where your voice is heard, your ideas matter, and your impact is recognised. Structured Training & Career Development Benefit from a comprehensive onboarding programme, ongoing training, and exposure across the business - giving you a clear platform for long-term career progression. Performance & Progression Join a meritocratic environment where high performance is rewarded with increased responsibility, visibility, and career advancement - regardless of tenure. Opportunity to Make an Impact Contribute to continuous improvement initiatives and play a meaningful role in shaping operational excellence and delivering outstanding client service. Diversity & Inclusion Applications are welcomed from all backgrounds. The organisation is committed to fostering a diverse and inclusive workplace where everyone can thrive. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 13, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
